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

      • Bigin API Token Request ("invalid_client")

        Hi people, I tried to connect to the API without success, I've read all of the documentation multiple time and tried just about everything. I tried to do it with Python Request module and with Postman, passing the information through both the URL parameter

      • Customer Happiness not clickable when using API

        Is there a way to automatically add the Customer Feedback links when generating email drafts via the API? Currently, the feedback links are only added when generating an email draft using the UI. I tried using the endpoint described in https://desk.zoho.com/DeskAPIDocument#CustomerFeedback#CustomerFeedback_Getthecustomerfeedbackplaceholderlink

      • Send To Zoho Sign not Showing

        The button send to Zoho sign is not showing on my Zoho CRM . Is there additional steps I need to take after installing Zoho Sign to CRM ?

      • How to Get An Image's URL once it's uploaded to library?

        I manage to find URLs to the images I uploaded to my library, but after a day, it seems the links stop working like its only temporary. Where can I find the ACTUAL solid URL for my images that I upload to my Library so I can use them for my custom template / HTML coded template? Thanks, Mac

      • 【Zoho CRM】インポート機能のアップデート：既存データへのタグ追加が可能に！

        ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中のインポート機能のアップデートをご紹介します。 Zoho CRMのタグは、データを効率的に分類、認識するためのラベルです。 タグ付けは次の3つの方法で行えます： 個別タグ付け：少数のデータを手動でタグ付け 自動化：特定のタイミングで繰り返しタグ付け 一括更新：インポート機能でタグを追加または更新 今回のアップデートでは、インポート時に既存のタグを残したまま、新しいタグの追加、既存タグを置き換えできるようになりました。

      • Link to Desk tickets

        Hello, We are using Analytics to analyze data in Desk. Is there a way to embed a link to a ticket in reports?  We'd love to be able to see the drill down data, and click a value in a result row that would launch the Desk Ticket in another window/tab. Thanks in advance for any ideas!

      • Bluerprints: How to connect the created record back?

        I've a blueprint which creates another record as part of an 'After' transition. But the two records don't seem to be linked together. If it's not automatic - how do I get the created record ID to link it to the original record? Thanks!

      • Populate a Related List Item based on a Stage

        I would like to know if I can populate a CLOSED DEAL section in a contact that populates only when a Deal (something in the Deal Module) is listed as Closed - Won. I'd like another section that is just called deals, which shows me all other deals that

      • Being able to draw inside a module ?

        I was wondering if anyone know of a solution for this request. We would like to be able to draw directly from one module in the CRM and have it attached to that record. Here is an example. Paul would go to the customer once he as done the measuring, he

      • 2 serial numbers for 1 item (Mac address and Serial number)

        There is a way to track 2 serial number type for 1 Item. Ex: Some electronic devices have a MAC address and a serial number. I need to track those 2 numbers

      • Holidays

        Hi; For defining Holidays, you need to add logic to handle the year as well as the month & day. We need to be able to enter Holidays for the next year. I need to add a holiday for January 2, 2017, but I can't until January 1st, which is a Sunday and we

      • Delete a department or category

        How do I delete a Department?  Also, how do I delete a Category? This is pretty basic stuff here and it's impossible to find.

      • Remove or hide default views

        I'm looking to only have the views pertinent to my organization.  Is there a way to show only my custom views (or separate them to a different area or something)? If not, this should be a feature as switching from Zendesk we had this option...

      • Analytics Module: Can you move items from one dashboard to another?

        Is there a way to move items from one dashboard to another? I want to rearrange my dashboard now that I know what i'm doing but i don't want to remake my various widgets? Edit: Hey Zoho, This would be a good feature: to be able to move/copy widgets to

      • Copy Widget to another Dashboard

        I can see the option to clone a widget to the same dashboard but is it possible to copy it to another dashboard?

      • Is there a way to print the dashboard?

        I would like the capability of printing the dashboard - is that possible?

      • Custom Deal Name in Lead Conversion Mapping

        I know there are ways to change the name of a Deal after conversion using a custom function, so no need to repost that information. I would like to see the CRM Improved with Deal Name Customisation and I think the Lead Conversion Mapping page would be

      • Introducing Record Summary: smarter insights at your fingertips

        Hello everyone, Building on the recent launch of Zoho's in-house Zia Large Language Model (Zia LLM)—a major milestone in Zoho CRM’s AI capabilities—we’re excited to introduce the Record Summary feature. This powerful addition makes use of Zia LLM to simplify

      • Suppress "spreadsheet will not be saved" message on published sheet

        I have published a sheet and have one column on that sheet that the user can edit (a dropdown picklist where the user can select the status for each line). Is there a way to suppress the Zoho Sheet message "Any changes made to this published spreadsheet

      • Missing "Email Authentication" tab

        Backstage is alerting users about "Unauthenticated Domains" with a large prompt in the backend. It adds a link to learn more. On this tutorial page, it shows where to find the "Email Authentication" tab in this screenshot. However, in our Backstage, that

      • Show item Cost value on Item screen

        The Item screen shows Accounting Stock and Physical Stock. It would be very helpful if value information could be displayed here as well, for instance Cost Price. Currently, to find the Cost Price (as used for inventory valuations) from inside the item

      • Zoho Analytics to Zoho Sheets - automatic update?

        Hi all, If I create a zoho sheet from an Analytics Report or Analytics Data, is there a way for the zoho sheet to automatically update as the Report / Data in analytics updates?

      • Integration with Moodle

        Greetings, I hope find all doing well and safe. I've recently returned to using Zoho Flow after a break and was hoping to connect my WooCommerce store with Moodle, the world's most widely used learning management system. My goal was to automatically enroll

      • How to Record Loan with interest

        I have received loans from friend he give me like 2 loans so far one is one year repayment and one short, how to properly record his payment, and repayment and give him statement  for each loan he give me 

      • Task status - completed - other options

        I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -

      • Task module and related-to field

        In modules other than the Task Module I can add several lookup fields to provide a variety of relationships. In the Task module lookup fields are not available. There is only one "related to" field which I want to use for Company. But I want to relate

      • Add Lookup Field in Tasks Module

        Hello, I have a need to add a Lookup field in addition to the ones that are already there in the Tasks module. I've seen this thread and so understand that the reason lookup fields may not be part of it is that there are already links to the tables (https://help.zoho.com/portal/en/community/topic/custom-fields-on-task-module).

      • migrating from Zoho Invoices (CRM) to Zoho Books

        Good day, I was wondering if there was a easy way to migrate all the quotes and invoices from Zoho Invoices CRM to Zoho Books. We plan to move to using Zoho Books in a few weeks and would like to have all the quotes and invoices from the past 3 years

      • Zoho MA and Custom Module

        I am trying to create a sync between Markting Automation and Zoho CRM. I am mapping a custom module from the CRM. The custom module has email field mobile phone field However I cannot finish the integration since the system keeps asking me for email or

      • When is partial reimbursement going to be launched?

        Hi there. I saw somewhere that the partial reimbursement feature is in the work. What is the update and ETA of that? Our clients and prospects have been asking us and we agree that that is an important feature to have.

      • Year-End Wrap: Declutter Your Inbox Using Email Filters

        Ping!—an email drops in. And another. And another! It's finally that time of the year when your inbox will be bursting with messages from team members, clients, and marketing agents, leaving you feeling overwhelmed and distracted. Sounds familiar? Now

      • Unified Notes View For Seamless Collaboration

        To facilitate better coordination among different departments and team members, the notes added to a record can now be accessed in all its associated records. With this, team members, from customer service representatives to field technicians, can easily

      • Q4 Europe In-person Zoho User Group Meetup: Streamlining Your Business Processes & Introduction to Zoho CRM for Everyone

        Hello Zoho Community, We are excited to announce our upcoming Zoho User Group meetup in Europe! This session is designed to help you streamline your business processes using Zoho CRM, with a special focus on enhancing customer interactions and leveraging

      • Formula fields - Request for dynamic recalculation / proper implementation

        Hi Guys, I have a big problem with Zoho formula fields. They don't recalculate each time the record is viewed - only when a record is edited. Formula fields should be updated dynamically each time a record is retrieved. As an example: I have a formula

      • Items attribute questions

        Many of my items have attributes, such as size and color. How can I add new fields to the "New Items" screen to capture that in my Purchase Orders, Items, and Sales Order pages? I only see these attribute fields when adding an Item Group. Also, on the

      • Organize and Track Phases with Phase Custom Views

        Phase Custom Views let you filter and display phases based on specific criteria. This helps you focus on what’s most relevant for you and your team. Filter phases using criteria such as budget, status, and more. Share views with specific users or teams

      • Record Asset Received as Payment

        How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).

      • Invoice Line Item Report

        Is it possible to run an 'Invoice Line Item Report'? The 'Invoice Details Report' shows one row per invoice. I would like one row per Invoice Line Item.

      • Transform Your Customer Support with AI-Powered Chatbots in Zoho SalesIQ

        Ever wondered how some companies seem to have superhuman customer support? Let's uncover their secret! In the digital age, customer expectations are skyrocketing. Did you know that according to McKinsey, 75% of consumers expect a response within five

      • Progressive Invoicing

        Progressing invoicing is needed for many industries. It would be great to see it implemented into Zoho Books as well. Set up and send progress invoices in QuickBooks Desktop (intuit.com)

      • Next Page