How do we get the tags that are attached to a record with Deluge?
I am writing scripts and need to get all the tags associated with a Contact record (or Account, or Lead). I know how to get all tags associated with the whole module, how to add and delete tags on a record but I can't find an example of how to target
Kaizen #160: Automating ZDK CLI commands using shell scripting
Hello everyone, Welcome back to Kaizen. ZDK CLI's command-line nature allows you to easily incorporate it within a shell script, to achieve any custom action that you want to execute. It allows you to execute multiple ZDK CLI commands seamlessly, enhancing
In a Canvas view, can a field displaying a list of related records be filtered using a Deluge script? Please read to understand more...
I have a request from my users of Zoho CRM. The situation We have created Canvas views for our modules to make navigation easier. One of the canvas views is for a custom Groups module. We have clients (Contact records) that belong to groups. Those groups
Detail Page (Standard) view client script: field event callback (onBeforeUpdate) not received
In a Detail Page (Standard) view, I want to update some other field values when a particular field (e.g. field1) is changed, but my client script doesn't seem to get called when I test it in the client script IDE and on an actual record. I don't see the
Webhook using JSON Simple Example?
I'm new to Zoho (and JSON) I'm trying to create a webhook using JSON. The webhook creation interface appears to be very rudimentary. On the Webhook creation screen under "Parameters in the User Defined Format(XML, JSON, etc.)" The insert is just a one line text field. That seems like not very useful for building a JSON request, especially for someone just learning the JSON format. Can anyone show me a simple example of how a JSON request would look inside that text field for just say, posting
Client script setVisibility() of a field in Canvas Detail page returns unsupported action
I'm trying to hide a field on the Canvas Details page when the page loads. This should work as per the docs: https://static.zohocdn.com/crm/9254769/documentation/ZDK-1.0-M2/Field.html var fieldStatus = ZDK.Page.getField("Status"); log(fieldStatus.getValue());
Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use API
Send Email using the Java CRM SDK and replace template variables with a value
I am currently sending emails through the Java CRM SDK 7, which is working just fine. However, I can not figure out how to replace the variables in the template with data I am generating dynamically before sending out the email. For example, I am sending
Kaizen #115 :Customize Buttons using Client Script
Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize buttons using Client Script. In this kaizen post, Need for customizing buttons ZDKs related to Buttons Use Case to customize button using Client
Kaizen #159 - Configuring Telephony Extension Widget in Zoho CRM
Hello Developers! Welcome back to the Widgets fold in our Kaizen series. In this post, we will learn how to build a custom telephony extension widget for call centers and deploy it within a Zoho CRM organization. This helps in establishing unified communication
How to add leads to a campaign in zoho crm using api
I made a custom php script to send leads who filled website from to zoho crm. I also want the leads to enter a specific campaign. I can't seem to figure how to do it. It will be helpful even if you provide url, parameters, json which is working in postman,
Upload data base to CRM - unique identification
Dear ZOHO Masters I have a database where unique identification is my own field - in companies database and in my excel. How can I add this ID to the unique parameters so it would appear in upload option for update data differentior. Thank you very much
how to get more than 2000 records using COQL?
I am using this query below to get the first 2000 records using COQL: SELECT Deal_Name, id from Deals WHERE Created_Time between '2024-08-06T00:00:00+07:00' and '2024-10-07T23:59:59+07:00'LIMIT 2000 I send request using this code var data = { 'select_query':
Java SDK 7 giving error invalid token
Zoho CRM Java SDK 7 we are using to develop our application. But facing issues while creating basic class for creaitng record some or the other issue with token. with a valid access token also it would give as invalid token error. or else OAUTH_SCOPE_MISMATCH","message":"invalid
Getting id returned by __create() in Client Script
Hi Example: var objJob = new ZDK.Apps.CRM.Jobs.Models.Jobs(); objJob.Name = 'Test'; response = objJob.__create(); I'm trying to get the id of the record I created, however response.details.id and response.__details.id are undefined. How do I retrieve
have a json response that I format into html table how to display it in a zoho crm records
Hello I had a json response that I format into a table html, for a better visibility I turn response to html table (columns, line) But it seems no way to display it in zoho crm field Maybe there is a workaround? maybe not html table, but need something
Unable to fetch large query
Hi I'm unable to retrieve more than 2000 records using the CRM API v6. Looking at the docs it is clear that the upper limit should be around 10.000, not 2000. Query error # {'code': 'LIMIT_EXCEEDED', 'details': {'by': 'limit', 'limit': 2000}, 'message':
Zoho CRM: Can we get lead status history table using REST APIs kindly advise?
I am able to see the status history of a lead on Zoho CRM, and also retrieve on Zoho Analytics, I am wondering if there is an endpoint with which this table can be retrieved on other tools like Power Bi. Or if there is an endpoint using which we can programmatically
Upserting several records at once
I am pushing data from Creator to CRM so it'd be nice to not waste API calls and just upsert several records at once as it seems to be possible according to https://www.zoho.com/crm/developer/docs/api/v7/upsert-records.html It says we can do up to 100
Kaizen #158 - How to effectively handle API calls to optimize API credits?
Hello everyone! Welcome back to another post in the Kaizen series! In this post, we will discuss a few strategies to handle API calls effectively and optimize your API credits. As you all know, your CRM edition comes with a set number of credits(this
How to format API get request for Google Calendar connection?
I am brand new to API call scripts. I am a google Workspace user. I need to use the google calendar connection to get a list of calendar events with criteria (notably start or end date-times). Then I need to put them in zoho crm's Meetings module. This
Dynamically populating picklist using v7 API is throwing INVALID_DATA error
Hi, So basically, I've tried all sorts of solutions but to no avail. This is the error I kept on getting: { "code": "INVALID_DATA", "details": { "expected_data_type": "jsonobject" }, "message": "body", "status": "error" } And this is the object I'm passing
Search records API returning 204
when using the search API for finding records, the response is 204 no content. I have tried two options of GET https://www.zohoapis.com/crm/v6/Contacts/search?criteria=Email:equals:robert...@...com https://www.zohoapis.com/crm/v6/Contacts/search?email=robert...@...com
Simple Request : Insert record to CRM Custom Module via Deluge
I'm quite used to Deluge in Creator, however I can not get the simplest bit of code to work in the CRM. I have full admin access to the system and ensured and am running the script on the Administrator permissions which has access to everything. I have
Client script: checking for problems when calling a connection
Hi everyone! I'm writing a Client Script in which I need to use a Connection to call our custom ERP. I'm doing something like: var res = ZDK.Apps.CRM.Connections.invoke("myerp", "https://our.url/path", "POST", 1, parameters, headers); and it works, so
401 w/ blank response while using a valid access token to query records in Zoho CRM
Hi, I'm building a background sync app for my website, so I used the API console to generate a Self Client w/ authorization code. I set the scopes to - ZohoCRM.settings.ALL based on https://www.zoho.com/crm/developer/docs/api/v7/modules-api.html?srcPlan=NewCRM.
Client script to validate field: showError and prevent Save
Hi, I am pretty new to Zoho CRM customization and I would like to know which is the best practise to use client script for field validation. I developed a very simple function to validate "onChange" of a field. When the user enters an invalid value, the
Upload Bulk records in Zoho CRM
Hi, I am trying to upload bulk sales orders into Zoho. The process is so slow via API, so I have decided to change the approach and now I want to upload the Sales orders using csv. Still, I am not sure how I can add the order line products via CSV in
how to get users from a group id using API?
Hi, let say I have a group id, and that group has 10 members. which Zoho CRM API that I can use to get those 10 user ids?
Fetching subform for sales orders modules using COQL
I'm using the sales order module, I am trying to fetch a list of orders that belong to a customerId using COQL. While fetching the order, I am not able to retrieve order items(which is a subform). I am using v3 of coql. I tried using the following thing:
i am facing Problem to authenticate myself for running any of the CRM Api
i have generated a server based Client and get code from the zoho further i am trying to run get token api but getting invalid Client, Please help me to resolve my issue.
Kaizen #156 - Enhancing Mass Communication in Zoho CRM with a Custom Button Widget
Hello code enthusiasts! Welcome to a fresh week of Kaizen! In this post, you will learn how to build a custom button widget to boost mass communication of your business using SMS notifications and pre-recorded calls within Zoho CRM. Business Scenario
Self Client invalid_code Error
Hello, We are trying to use the Zoho CRM SDK version 7.0 for Node.js, with an API Self Client. We have our Self Client ID and secret saved, and have generated 2 different refresh tokens. Every time the SDK tries to get an access token using either of
how to convert to PDF having already the base64 in a field of my form that I need to view or download?
Hello team, I have a script to get information from a PDF file in a module from CRM but it is bringing it to me as base64, I need to convert it to PDF to be able to view it from zoho creator. Please help me.., SCRIPT: void obtenerPDFsDesdeCRM(int IDlead)
Zoho Bulk Write API
Request i am making to upload the file !curl "https://content.zohoapis.com/crm/v6/upload" -X POST -H "Authorization: Zoho-oauthtoken 1000.xxxx" -H "X-CRM-ORG: xxxx" -H "feature: bulk-write" -F "file=@sample2.csv.zip" Response: {"x-error":"Check if headers
Zoho CRM's V6 APIs are here!
Ho ho ho, developers! Hold onto your hot cocoa because we have just unwrapped the ultimate Christmas gift for you - Zoho CRM v6 APIs!! Just in time for the season of giving, this monumental release comes bearing enhancements and new APIs that aim to elevate
COQL for SUM and COUNT
I just can't get the syntax correct on this and could do with some help. I've looked through all the posts and dcumentation I can find, however a lot of it is contradictory. I am wanting to essentially duplicate this Analytics agregate formula in a CRM
Deploy or update Zoho CRM custom functions via curl
How can I deploy/modify/update my custom deluge functions using curl? Can't find related API endpoints in CRM documentation Provide me with examples I need it for making autodeploy process from git repo Thank you
RTL in client-script
hi, im trying that after an ontype event the filed will be RTL abd centerd. this is the code: var elem = ZDK.UI.getElementByID('test'); elem.addStyle({ direction: 'rtl', 'text-align': 'center' }); where did i get wrong?
Kaizen #155 - Frequently Asked Questions on Subforms
Hello all! Welcome back to another post in our Kaizen series. In this post, we will address the most frequently asked questions about Zoho CRM Subforms from the Zoho CRM Developer Community Forum. Subforms Subforms allow users to capture multiple records
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