Trigger email sending after inserting a lead through Developer API
I'm using the Developer API to add new leads using the insertRecords() method. I have an email template and I want to trigger sending it to the new lead the same way I can trigger it when the lead is added through the Web-to-Lead Form. How can I do this?
PHP Insert Lead Code
Anybody willing to share some php code for inserting a lead via the CRM api? I've been thru all of the code on the forum plus the wiki and can't find something that works. Thanks in advance...
insert Records stops working suddenly - PHP - help please
Well, all this code worked last week and all of a sudden it doesn't work at all anymore. I get a error 4500 (general error) which doesn't help me much. here's the code: $url = "http://crm.zoho.com/crm/private/xml/Leads/insertRecords?loginName=rene@bench-mark.ca&newFormat=1&apikey=".$apiKey."&ticket=".$ticket; $xml = '<?xml version="1.0" encoding="UTF-8" ?><Leads>' .'<row no="1">'; foreach($data as $k => $v){ if ($v != "") { $v = str_replace("&",
GET response 2900 error code
I'm testing the API and I get a reponse back of 2900 - 'Invalid column name "data"specified'. What does this error mean? I haven't specified any "data" column in the JSON request.
XML Schema Definitions or DTD
Hi All, Does anyone have the XML Schema Definitions or DTDs for all the CRM Entities? (Accounts, Invoices, Quotes, etc). The reason I ask is because I need to check whether the XML formats that the Zoho CRM API produce change or not (in order to adapt an ETL process that extracts that information). Several times I've had to make changes because the formats keep changing (sometimes with advance notice and sometimes not). But usually I find out after several days or weeks after the fact and I have
Problem in inserting record in zoho PHP
Hi I am stuck in inserting leads on zoho via xml. http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&apikey=MYAPIKEY&ticket=MYTICKET&xmlData='Zoho CorpSteveScottsaranji@testing.comTrade Show' It is giving me error no 4835(Inconsistent value, Unable to parse the XML data) in response. Can you please guide me through this problem. Here is my code: $finalxml = "Zoho CorpSteveScottsaranji@testing.comTrade Show"; $file = fopen("http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&apikey=".$zoho_apikey."&ticket=".$zoho_ticket."&xmlData=".$finalxml,
CRM API, Adding Sales orders
Hello, I was trying to use the insetRecords method to add Sales Orders to the CRM. All the fields like Account Name, and contact name are valid. But I get an error whenever I query the API, The error is "4401Unable to populate data, please check if mandatory value is entered correctly".This is the XML I sent, <SalesOrders> <row no='1'> <fieldlabel value='Subject'>Test Subject</fieldlabel> <fieldlabel value='Contact Name'>Mr. Kaustabh Prasad</fieldlabel> <fieldlabel value='Due Date'>03/03/2010</fieldlabel>
insertRecords with duplicateCheck=2
So I'm trying to use the insertRecords API call and pass "2" for the duplicateCheck value in order to just be able to send records in the xmlData and have them automatically update. It works fine for a single record, but whenever I try two records, the first record gets updated with the auxiliary data from the second record (name doesn't change, but the mailing address fields do). This may not be what duplicateCheck is designed to do, I can't quite tell from the description ("Set value as '1' to
How To Parse Ticket API Response (PHP)? NO EXAMPLES!
I've found no examples of responses for any of the API Calls in Zoho CRM. I had to trial and error, get the data, then figure out what format it's in to be able to parse the results. This doesn't seem like something that would be difficult to add to the documentation and it would be an extremely helpful piece of data. I have figured out how to parse all errors and return messages except for the Ticket response. I can output the response and look at it but I can't use it with any functions like
insert lead API returns 4832 error code
Im trying to send: http://crm.zoho.com/crm/private/xml/Leads/insertRecords?loginName=email@company.com&apikey=XXXXX&xmlData=<Leads><row no="1"><fieldlabel value="Lead Source">Web Download</fieldlabel><fieldlabel value="First Name">contacto 1</fieldlabel><fieldlabel value="Last Name">apellido</fieldlabel><fieldlabel value="Email">testing@testing.com</fieldlabel><fieldlabel value="Title">Manager</fieldlabel><fieldlabel value="Phone">1234567890</fieldlabel><fieldlabel value="Home Phone">0987654321</fieldlabel><fieldlabel
Urgent API Issue - Login Name IS required to complete your request
I got an email that I'm still using login name/ticket from Gopal and I need to update it before tomorrow or else it won't work. Well, I procrastinated because the change isn't that big and I thought I had already updated everything last year for the new API. Anyway, I'm doing an insert record and my previous URL was: http://crm.zoho.com/crm/private/xml/Leads/insertRecords?xmlData=XMLDATA&loginName=LOGINNAME&apikey=APIKEY&apiticket=APITICKET&newFormat=1 With the request to only have it as APIKEY &
Case Related To Field
Hello, I am writing code to insert new entries in Zoho CRM Cases module, code works fine and the case gets created with no problems, the only problem I have is that the "Related To" field don't get populated. Please help. Thanks.
how do i set charset to utf-8 for updating my existing record
I am trying set charset to utf-8 for updating my existing record -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- String url = "http://crm.zoho.com/crm/private/xml/Leads/updateRecords"; String ticket = "1af318cc96ecd9c1527434d455380a61"; String details = "<Leads>" + "<row no=\"1\">" + "<FL value=\"Company\">पकी कंपनी का ना</FL>" +
Microsoft CRM integrating with Service Desk Plus
High team, can SDP integrate with Ms CRM. I had this presentation and the client already had a CRM running, the client was interested with the SDP and wanted to know if integration was possible.
Is it possible to connect CRM API from Creator Deluge script?
I tried to access to http://crm.zoho.com/crm/private/xml/Leads/getMyRecords using Creator's getUrl function. But there are no response. Is it possible to get informations from Creator Deluge script via CRM API?
Can i Access Zoho CRM User's data using an API Call???????
Can i get My Zoho CRM User's data like the Role of the user, Title, etc..., using zoho crm Api???? If so, how can i do that? Thanks in advance for the reply, Regards, Pavan.
newFormat = 2 does not return the null fields
Hi Since you change the API and GetAllRecords does not exist anymore I facing a big issue! Im trying to get my records with all fields (also the null ones) http://crm.zoho.com/crm/private/xml/Accounts/getRecords?newformat=2&apikey=xxxxx&ticket=xxxxx&fromIndex=0&toIndex=200 and still many of my empty fields like Parent Account are missing How can I solve this ASAP
NEED CRM/API DEVELOPER URGENT- BEFORE APRIL 2
Hi! Need to make sure the new zoho update to API doesn't affect my current system. I use zoho CRM and Zoho invoice. Please email me at francine@denimtherapy.com ASAP. Thanks!
API integration not working.
I have an API key given by my customer, and the following URL to send XML data from my database to his accounts Database. I keep getting this error. The remote server returned an error: (500) >> Internal Server Error. The URL i am using is this one - http://crm.zoho.com/crm/private/xml/Leads/insertRecords?newFormat=1&apikey=apikey&ticket=TICKET&xmlData=lead has anyone had this problem?
Need example for updating product list prices using CRM API
We have imported several thousand products into Zoho CRM, but the Products module only allows "unit price," which is our purchase price or cost. There doesn't seem to be a "list price," or selling price on a product. So we looked at the Price Books module, but that doesn't seem to allow importing prices either. Then we tried the API, but we don't see how to get or update the actual prices. Can anyone provide an example, or point us at any documentation for maintaining the prices?
Custom fields - insertRecords question
I am new to the Zoho API but have done some testing. Before I delve too deep I had a question regarding the insertRecords API function. Can you call this function and pass it the custom fields already set up in Zoho? How do you accomplish this, just add it to the XML?
Integrating an Online Accounting App with Zoho CRM
Anyone here familiar with integrating (through API) an online accounting app with Zoho CRM?
possible to put user directly into specific account or contact screen in zoho from another app?
Hi, We have a customer portal app that we'd like to integrate to ZOHO CRM. For example, we'd like to have a button on a screen in our app that our user can click to be put directly into the ZOHO CRM account or contact screen for a particular account or contact... we would need to pass that account or contact key or id to ZOHO, I assume. Is this sort of thing possible? Thanks, Stephanie Allemann
How can I customize db fields and UI.
Hi, Currently, I'm trying the Salesforce and Zoho CRM, I'd like the simple RESTful API of Zoho, I'd also like the Apex and UI customizable feature provided by Salesforce. Is there anything similar in Zoho world?
getRecords - Account Owner retrieving Last Name only
CRM / getRecords In the Account Owner field I am getting just the last name. This field actually holds the first and last name. So "Bob Smith" is being retrieved as: <fieldlabel value="Account Owner"><![CDATA[Smith]]></fieldlabel> Thanks for you help, David
Tracking leads and accounts
We have a substantial amount of integration between our site (and our proprietary database) and Zoho CRM. One problem we run into is that we would like to be able to track both Leads and Accounts. The problem we run into is the following scenario: 1. A user signs up on our site. Our application uses the Zoho APIs to create a lead in Zoho CRM and notes down the resulting Lead ID. 2. A sales person at our company converts the lead to an Account and at the same time realizes that the company name
newFormat=2 causes problems using updateRecords
b/c of a bug that i reported with newFormat=1 and fetching data (http://help.zoho.com/portal/en/community/#Topic/2266000000766017), i changed my code to utilize newFormat=2, hoping that would resolve the issue. previous code (works like a champ): http://crm.zoho.com/crm/private/xml/Accounts/updateRecords?ticket=[ticket]&apikey=[key]&newFormat=1&id=[zoho_id]&xmlData=<Accounts><row no="1"><FL val="MyField">MyData</FL><FL val="Modified Time">2010-01-12 11:34:00</FL></row></Accounts> new code (only changing
Tracking Email marketing
We are sending out about 200 emails/day to our customer mailing list, but haven't worked out an efficient way of tracking whether or not customers are clicking through from our emails to our website. I know salesforce does this from within The CRM package, but don't know if Zoho does the same thing. Can anyone offer any advice? thanks Jim
Google Maps - Account Views
Is it possible to get XML output of a user specified account view? I am trying to display customer accounts on google maps on my clients website.
Seeking a developer with Zoho API Experience
We're seeking a developer to integrate our conferencing application which has an API with Zoho's API. What developers or teams are out there, or do people recommend? Thanks!
update Product Details on Quote using updateRecords
i am having difficulty updating a quote's product detail ... i am getting the very-descriptive 4500 error code. here is the XML i am passing in: <Quotes> <row no="1"> <fieldlabel value="Sub Total">123.45</fieldlabel> <fieldlabel value="Product Details"> <product no="1"> <fieldlabel value="Product Id">111111000000000001</fieldlabel> <fieldlabel value="List Price">123.45</fieldlabel> <fieldlabel value="Unit Price">123.45</fieldlabel>
newFormat=1 causes product details to be missing from Quote/Invoice
i am having issues inserting products into both quotes and invoices ... so i thought i would get a dump of what is currently going in there to help troubleshooting. i fired up this URL in IE: http://crm.zoho.com/crm/private/xml/Invoices/getRecordById?ticket=[ticket]&apikey=[key]&newFormat=1&id=[zoho_invoice_id] and i noticed that the entire Product Details subsection was missing ... note above newFormat=1 if i changed that to newFormat=2 or omitted it entirely, then the Product Details section shows.
getSearchRecords 500 Internal Server Error
I have built the following search string. I am trying to retrieve all the Accounts fields if the "BNS Export" field = "YES". Please see the code window below. Can you tell me why it fails? http://crm.zoho.com/crm/private/xml/Leads/getSearchRecords?ticket=XXXXXXXX&apikey=YYYYYYYYYY&newFormat=2&selectColumns=Accounts(All)&searchCondition=(BNS Export|=|YES) Oh... and your API Documentation doesn't show the newFormat parameter anywhere on the web page: http://zohocrmapi.wiki.zoho.com/getSearchRecords-Method.html
XML format for insertRecords (vb.net)
Having a hard time with the formating of the XML and hoping someone can have a look at this code and let me know if they can help. The code works fine for the getRecords, so all is well there, but with insertRecords I am getting a 4500 general error. I think it must have something to do with the xml perhaps. Probably some bonehead mistake on my part. Any ideas would be highly appreciated. vb code below: Private Sub btnConnectAPI_Click(ByVal sender As System.Object, ByVal e As System.EventArgs)
Attempting to insert a lead.
I am trying to insert a lead but I get this error: Unable to process your request. Kindly verify whether you have entered proper method name,parameter and parameter values This is my Perl code: my $xmlData = q( <Leads> <row no="1"> <FL val="SMOWNERID">2000000016714</FL> <FL val="Lead Owner">Scott</FL> <FL val="Company">XSoft</FL> <FL val="First Name">Peter</FL> <FL val="Last Name">John</FL></row> </Leads> ); my $resp = (POST 'http://crm.zoho.com/crm/private/xml/Leads/insertRecords', [ 'ticket'
getSearchRecordsByPDC case-sensitive inconsistencies
is there any particular reason why searchColumn *is* case-sensitive but selectColumns is not? (note: other methods also have this problem, but this one is the most recent for me and has thus prompted the idea) i suggest: a) make everything not case-sensitive; -or- b) document what is case-sensitive and what is not case-sensitive. thanks for your consideration! cheers, -e
response time to bugs is UNACCEPTABLE
is anyone else out there incredibly frustrated with the piss-poor response times to bugs and issues? my client is beyond upset ... not only am i billing him to recode the implementation to comply with these new API methods (and i am the second developer he has retained for this project, so this is the third time he's paying for a ZohoCRM implementation) ... but when i open tickets on friday/monday and here it is wednesday with ****ZERO**** response, i just don't know what to tell him ... frankly,
update insertRecords documentation with example demonstrating Product Details
please provide an example of inserting a quote or invoice record, including the sub-section for Product Details. there is confusion on format, required fields, etc. also (mentioned on another ticket), it seems as if insertRecords does not work with newFormat=1 if there is a Product Details sub-section included in the XML. cheers, -e
contact mismatch in Quote using insertRecord
we have two contacts named Bob Smith, so two different ContactIds ... each contact is assigned to a different Account, so two different AccountIds ... when i insert a new Quote record and supply the AccountId, Account Name, and Contact Name, i end up with a Quote record that sometimes has the incorrect ContactId associated ... apparently ZohoCRM API is just grabbing the first ContactId that matches the Contact Name supplied, even if it is not associated with the appropriate AccountId that i am specifying.
Creating Custom Quote Form
Recently switched from salesforce crm to zoho. Need some advice with setting up a simple quote form. We are an industrial supply company with the majority of the products that we sell not suitable for entering into a price list. Currently we do quotes using and MS Excel template that has QTY - Description - Unit Price and Total. The description could be completely different for each quote depending on the customer. The purpose for using zoho is really to manage our customer list. Not concerned about
Next Page