Extension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP

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 tokens or JS SDK based on your business requirements. In this post, let's take a look at how the JS SDKs help manage data using a widget. 

The JS SDK ZOHO.CRM.HTTP supports different HTTP methods and allows you to make Ajax calls from a widget.

The different HTTP methods are:
  • GET - To retrieve data/resources from the resource server.
  • DELETE - To delete a resource at a particular location. 
  • PATCH - To update a specific detail of the resource. This method updates the target resource with the provided content without changing other data. 
  • POST - To insert or upload any new resource to the server.
  • PUT - To update an existing resource. This replaces the target resource with the updated content.
In this post, let's assume a couple of scenarios that may be involved in an integration between Zoho CRM and Asana, a project management application. Let's explore how the HTTP methods GET and POST can be invoked from a widget while implementing the integration.

Consider a service-based software development company that manages its sales cycle in Zoho CRM and project management in Asana. Once they close a deal for a new app development, they kickstart their work and handle the project development and management processes in Asana. An integration between these two services can handle some valid use cases.

Scenario 1: Let's assume that a new project will be created in Asana as soon as a deal is closed in Zoho CRM. In this case, the details about the new project will need to be added into Asana with information from the Deals module of Zoho CRM in order to continue project management in Asana.

Lets see how to achieve this scenario using ZOHO.CRM.HTTP.post JS SDK.

Syntax: HTTP POST

ZOHO.CRM.HTTP.post(request)

Here request is the request object constructed with the following details:

Request Object

Name
Type
Description
params
Object
Request parameters to be constructed to invoke HTTP POST.
headers
Object
Request headers required.
body
Object
Request parameters to be constructed to invoke HTTP POST.

createproject.js Code snippet:

Util={};
var orgVal;
var json;
var jsonObj;
var EntityId;
var EntityName;
var rec3;
var wid="11**********71"; //hardcoded the workspace id for demonstration purposes
var projname;
function initializeWidget()
{
//Subscribe to the EmbeddedApp onPageLoad event before initializing the widget 
ZOHO.embeddedApp.on("PageLoad",function(data)
{
EntityName=data.Entity;
EntityId=data.EntityId;
console.log(EntityId);
console.log(EntityName);.
//Fetching deal related details using getRecord API
ZOHO.CRM.API.getRecord({Entity:EntityName,RecordID:EntityId})
.then(function(data){
console.log(data)
projname= data.data[0].Deal_Name;
})

/*The personal access token of Asana has been stored in custom variable and retrieved using the getOrgVariable method */
ZOHO.CRM.API.getOrgVariable("jssdkextension__Accesskey").then(function(data){
org=data.Success;
orgVal="Bearer "+org.Content;
console.log
(org.Content);
console.log(orgVal);
})

Util.create=function()
{
setTimeout(function(){
/*Constructing the request parameter (header and body) to pass to the HTTP POST method */
var request ={
headers:{
Authorization : orgVal,
},
//Field values to create a project in Asana are passed in the body section
body:
{
"data": {
"name": projname,
"start_on": document.getElementById("dateproject").value,
"due_date": document.getElementById("lastdateproject").value,
"notes": document.getElementById("notes").value,
},
}
}
// Invoke the HTTP POST to create the project
ZOHO.CRM.HTTP.post(request)
.then(function(data){
jsonObj = JSON.parse(data);
console.log(jsonObj);
rec3=jsonObj.data.gid;
console.log(rec3);
})
},500)
}
})
//Initialize the widget
ZOHO.embeddedApp.init();
}

In this above code snippet, the Asana API to create a project is used. The deal-related details are fetched using getRecord Zoho CRM API. The fetched deal name, along with the input values (project start date, project due date and project notes), are constructed and passed to the body parameter of the API call. The project is created upon clicking the 'Create project in asana' button. Similarly, you can modify and enhance the above functionality according to your business needs.



Scenario 2: Assume after creating the project in Asana you have gone ahead and added some tasks for that project in Asana to manage the project. Now, while you're looking at the Zoho CRM contact associated with this particular project, you'd like to look at the tasks associated with that project, from within Zoho CRM itself.

Lets see how to achieve this scenario using ZOHO.CRM.HTTP.get JS SDK.

Syntax: HTTP GET

ZOHO.CRM.HTTP.get(request)

Here request is the request object constructed with the following details:

Request Object

Name
Type
Description
params
Object
Request parameters to be constructed to invoke HTTP GET.
headers
Object
Request headers required.

associatedTasks.js Code snippet:

Util={};
var orgVal;
var json;
var jsonObj;
var rec;
var pid="1**********3"; //hardcoded the project id for demonstration purposes
function initializeWidget()
{
//Subscribe to the EmbeddedApp onPageLoad event before initializing the widget 
ZOHO.embeddedApp.on("PageLoad",function(data)
{
/*The personal access token of Asana has been stored in custom variable and retrieved using the getOrgVariable method */
ZOHO.CRM.API.getOrgVariable("jssdkextension__Accesskey").then(function(data){
org=data.Success;
orgVal="Bearer "+org.Content;
console.log
(org.Content);
console.log(orgVal);
})
setTimeout(function(){
/*Constructing the request parameters to pass to the HTTP GET method for fetching tasks associated to the specific project*/
var request ={
headers:{
Authorization : orgVal,
}
}
// Invoke the HTTP GET to receive the response of the initiated request
ZOHO.CRM.HTTP.get(request)
.then(function(data){
jsonObj = JSON.parse(data);
console.log(jsonObj);
rec=jsonObj.data;
console.log(jsonObj.data);
//Looping through every task detail and retrieving the task names
for (i = 0; i < rec.length; i++) 
{
/*Creating a list and populating the task name of the different tasks associated with the respective project*/
var taskname=rec[i].name;
var node = document.createElement("LI");  
var textnode = document.createTextNode(taskname);  
node.appendChild(textnode);  
document.getElementById("myList").appendChild(node);  
}
})
},500)
})
//Initialize the widget.
ZOHO.embeddedApp.init();
}

In the above code snippet, we used the Asana APIs to get tasks. The list of tasks for a particular project is fetched using the get tasks API and populated in a list. Similarly, you can modify and enhance the above functionality according to your business needs.



In this way, you can use the JS SDK ZOHO.CRM.HTTP to manage data through different HTTP methods. We hope you found this information useful. Keep following for more inputs.

SEE ALSO


      • Recent Topics

      • Data export

        I need to export our customer's data and projects' data for our purpose but am unable to export full data i only get around 3160 projects and around 2k customer can you please help me to get full data, please

      • Adjusting Physical Inventory

        Not getting very far with support on this one, they say they are going to fix it but nothings happened since November. Please give this a thumbs up if you would like to see this feature or comment if you have some insight. Use Case: Inventory set to be

      • Zoho Marketing Plus : Un outil tout-en-un pour la création de pages, la collaboration et la gestion du calendrier marketing

        Nous sommes ravis de vous présenter trois nouvelles fonctionnalités puissantes de Zoho Marketing Plus s’enrichit désormais d’un page web (l'éditeur de pages), qui vous permet de créer des pages attrayantes et à fort taux de conversion pour vos campagnes

      • Grouping payments to match deposits

        Is there a way to group multiple invoice payments together so they match credit card batches and grouped deposits in the bank account? Basically, we are creating invoices for each of our transactions, and applying a payment to each of the invoices. Our payments are either credit cards or checks. We want to be able to group payments together so when our bank account reflects a credit card batch made up of many transactions, or the deposit we took to the bank that has multiple checks from different

      • Employees can not add some expenses suddenly

        Zoho expense was working fine and whenever there was a new merchant, it would automatically add and also the same auto added in Zoho Books (due to merchant-vendor sync) untill now. From today, it is having problems in searching the existing vendors and

      • Zoho email setup in office365

        When i am trying to setup zoho mail setup using my domain in office365 and it is not working and it says that we couldn't log on to the incoming (IMAP) server and please check your email address and password and try again. I was able to login using my

      • iOS 10: Caller ID new feature?

        Hi, in the update history of the iOS App (for iOS10) - v.3.2 - i found the point "caller identification" has this feature been deactivated again? i cannot find anything on my iphone on how to activate this feature. or does it just work from the beginning?

      • Recommendations to store meeting notes for easy access from Contacts, Accounts & Deals module records?

        I would like your advice on how to achieve this use case for my organization. It’s related to where/how best to store meeting notes from a conversation with Contact(s) working at an Account (Company) in the context of a Deal. The ideal solution (from

      • Bank reconciliation. Match Transaction -filter

        When matching an imported bank statement file we only get a match if it is an excact match on both amount and date. Then a suggestions comes up with a very broad selection regarding amount, and no default "between" dates. I can then go an manually adjust the filter, and have to put in from-to amounts and dates. How do I set a default from-to date?  As an example, I would like the date to be +- 3 days, Thanks.

      • Added new staff but does not appear in other organization list

        Hi, I added the new staff under Sales Manager in the contacts, but it does not appear in the other organization list where I need to create a contact, and I can't select the newly added Sales Manager

      • Integrating Calendly with Zoho Calendar in Zoho Mail

        I moved my office into a business incubator space that uses Calendly for meeting management and events. Calendly doesn't have a integration with Zoho Calendar and vice versa. I was directed to Zapier for integration but it doesn't have an integration

      • Map fields from module X to a lookup field in subform in module Y

        Hi there In the 1st screenshot attached, you can see a subform in myLeads module. You can see that there is a number already filled there - that is the 'Property ID' and it is a single line field. It is the 'Property ID' of an entry I have in another

      • 🎄 Jingle, Mingle, and Automate: Spread Christmas Cheer with Zoho Desk Auto-Replies! 🎄

        Hello Everyone! Welcome to this week's episode of the Community Learning Series. Christmas is in the air, and I’m sure we can all feel the jingle and the mingle of the season! The folks at Zylker Techfix are no exception—they’re busy with holiday plans

      • how to create a new line in string in Client Script?

        I want to show an alert using client script, I need to add a new line in String, I assume I can use \n\n inside a string, but unfortunately it doesnt work ZDK.Client.showAlert("First Line \n\nI expect this is in second line");

      • Surely it's time Inline editing from views

        I think the first request I found for in-line editing from grids was approximately 12 years ago - that post was locked because it was suggested Zoho sheetview solved the problem. However, it's now 2024, and in-line editing from grids is just a basic expectation.

      • Multi branding issue with sender addresses

        Hello, I'm currently working on a project involving two (seperate) brands. Named 'Windeck' and 'Prolance'. They've chosen CRM Plus and I'm currently working on CRM, SalesIQ, Social and Marketing Automation. So far, I'm able to make enough separations

      • How to Replace an Assessment in a Job Opening on Zoho Recruit

        Hi everyone, I’m currently using Zoho Recruit and would like to replace the assessment linked to a specific job opening. I want to remove the existing assessment and add a new one. What is the best way to do this without losing any important data or affecting

      • Is there API Doc for Zoho Survey?

        Hi everyone, Is there API doc for Zoho Survey? Currently evaluating a solution - use case to automate survey administration especially for internal use. But after a brief search, I couldn't find API doc for this. So I thought I should ask here. Than

      • Email Campaigns overview page is missing SENT DATE and # people sent to!

        I would like to see the date the email campaign was sent, so I can understand and track when each email campaign was sent. Right now, unless you go to a contact who received a campaign, you cannot see when the campaign was sent (!!!!!!). So, if my boss

      • SEO recommendation of H1 tag for website tittle

        The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know

      • How to choose other payment methodes than creditcards

        We have connected stripe as a payment provider in zoho books, booking, commerce and checkout. In stripe we selected al major payment methodes for Belgium (mainly bancontact). However, at checkout customers seems to have only the possibility to pay with

      • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

        Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

      • How to call a Creator function which is in a different Creator application?

        How to call a Creator function which is in a different Creator application?

      • Can the code in my "Successful form submission" WF be invoked from a function?

        Can "Successful form submission" be invoked from a function? Data gets into a form manually and programatically. My code in "successful form submission" is good and I want to reuse it/call it, from another function which does Insert Into How to achieve

      • Kaizen #169 - Serialization and Schema Management in Queries

        Hello everyone! Welcome back to another post in the Kaizen series! In Kaizen #166, we discussed handling Variables in Queries and associating the query in Kiosk. This week, we will discuss Serialization and Schema management in Queries. Business Scenario

      • Introducing Keyboard Shortcuts for Zoho CRM

        Dear Customers, We're happy to introduce keyboard shortcuts for Zoho CRM features! Until now, you might have been navigating to modules manually using the mouse, and at times, it could be tedious, especially when you had to search for specific modules

      • Feature Request: Notebooks within notebooks (Tree-like structure)

        Dear Zoho! I already migrated all my stuff from Google Keep, Im really fond of Zoho Notebook so far. One thing that could make the service much more powerful is multi-level notebooks (or tree like structure). For example, entering into Notebook named

      • Can't get authorization for Sandbox environment using the self client

        Hello, After creating a self client, and following the client-credentials method (as it's not optimat to manually generate a code for every 10 minutes), after inputting the sandbox org id for SOID parameter, im getting the error: "error": "no_org". For

      • Create landing pages from Zoho Marketing Plus

        Hey everyone, Over the last few months, we've introduced various features and enhancements to bolster the marketing capabilities of Zoho Marketing Plus and make it simpler for everyone. To that end, we're excited to announce that Zoho LandingPage is now

      • Custom service report or Zoho forms integration

        Hello, So far the experience with Zoho FSM and the integration with Books has been good, however there are limitations with service reports. As with my business, many organisations send technicians to different types of jobs that call for a different

      • Email tracking subdomain

        The Email Tracking configuration screen of the ZeptoMail asks for a subdomain. I have gone through the documentation but could not find more information about how that subdomain is used by ZeptoMail to track the emails. Can someone throw some light about

      • Chart View group X-axis values above a value

        I have a data set with X values ranging from 0 up to 300-400, the Y values are an AVG of the values for the given X. I am interested in the values at the low end of the scale, say 0-10 and want the X values 10 and greater to be grouped into a single category

      • How do I get the Text Account name instead of the Reference number?

        Good Morning everyone! I am very new to zoho analytics. I'm trying to create some pivot tables and when I add the Account or Division name it comes up as a reference number. From my research, I need to use a lookup. I'm having a really hard time understanding

      • Custom API - Need to create a string return value, not only MAP

        @Support: When creating a Custom API it only allows a return from a function of MAP type. The service I'm using requires a string return, how can this be achieved?

      • missing video-urgent

        hi..I have a problem regarding zoho meeting. I already record almost 2hrs for my interview session. After end my session, i'm stop the recording. Its happened when i didn't received any meeting recording at my email.But i received recording 7minutes after

      • Duplicate New Ticket Emails

        I am getting two Ticket emails when a ticket is created. The first one goes to me as the Admin helpdesk@ And because I am an Agent as well it also send to helpdesk@, support1@ and support2@ Is there any way to stop this?

      • Ticket Response Email Template

        Is there a way to have an email template automatically selected when I click on Reply for a ticket?

      • Unpublishing Job Post for LinkedIn

        Hi, We have experienced issue with the above. We did unpublish a job in Recruit but it still appear under Job section in our LinkedIn page. It did not remove from LinkedIn as it should be.  Please check and advise. Regards, Snyder 

      • Power of Automation :: Automatically start / pause / stop timer on task status update.

        Hello Everyone, A Custom function is a user-written set of code to achieve a specific requirement. Set the required conditions needed as when to trigger using the Workflow rules (be it Tasks / Project) and associate the custom function to it. Requirement:-

      • Editor limitations to define screen types

        Guys I have noticed that even in version 2.0 of the editor (which is this new one we use) we still have a lot to improve... When I compare to some more global solutions like Wix, Zyro, Go Daddy, Squarespace and Weebly feel that we have some limitations

      • Next Page