Kaizen #197: Frequently Asked Questions on GraphQL APIs

Kaizen #197: Frequently Asked Questions on GraphQL APIs

🎊 Nearing 200th Kaizen Post – We want to hear from you!
Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone. 

Hi all,
Hello and welcome to another week of Kaizen!
In this post, we will be discussing Frequently Asked Questions on Zoho CRM GraphQL APIs.  GraphQL is a query language that provides a more flexible and efficient way to access data and metadata within your Zoho CRM organization. 

Why should I try GraphQL APIs?

 Using GraphQL with Zoho CRM allows you to fetch exactly the data you need in a single request, reducing over-fetching and under-fetching. It also enables you to combine multiple operations in one request, which can improve performance and reduce network overhead.

How do I authorize GraphQL requests?

Similar to Zoho CRM REST APIs, GraphQL APIs use OAuth 2.0 for authorization.
For self-clients, you can use the self-client option in the API console to get an authorization grant code. This code can be exchanged for an access token and a refresh token. Once you receive the access token, send the token in your HTTP authorization header with the value "Zoho-oauthtoken {access_token}" for each request. Check out our Postman collection for GraphQL APIs for examples.

Are GraphQL APIs available for all Zoho CRM editions?

GraphQL APIs are available in Enterprise, Zoho One Enterprise, CRM Plus and Ultimate edition of Zoho CRM. Note that it is not available in any trial editions.

What is the difference between REST APIs and GraphQL APIs?

REST APIs let clients talk to servers using standard HTTP methods such as GET, POST, PUT, PATCH, and DELETE. Instead of fetching a fixed dataset like with REST, GraphQL APIs allows you to ask for precisely the data you want. We have covered this topic in detail in our previous Kaizen post that compares REST APIs and GraphQL APIs

Do I need to do any initial setup to start using GraphQL APIs?

To start using GraphQL APIs, you have to enable GraphQL APIs for your Zoho CRM profile through the enable GraphQL API call. 
  • Request URL : {api-domain}/crm/graphql/actions/enable
  • Method : POST
  • Scope: ZohoCRM.GraphQL.UPDATE
This API call generates the GraphQL schema. GraphQL schema defines the capabilities of a server, the data it contains and the actions that can be done on it. Note that it is sufficient to invoke this API call once for each profile

What are the operations supported in Zoho CRM GraphQL APIs?

   Currently, Zoho CRM GraphQL APIs support only query operations. Query operation is analogous to the GET method in REST APIs.

How do I configure requests for Zoho CRM’s GraphQL APIs?

How do I write a basic query in GraphQL? 

The below query can be used to fetch Last_Name in Leads module.

Request body 

query {

    Records {

        Leads {_data {Last_Name {value}}}

    }

}

 

Output 

{"data":{"Records":{"Leads":{"_data":[

  {"Last_Name":{"value":"Kitzman"}},

  {"Last_Name":{"value":"Frey"}}

  // ...

]}}}}


What are the supported metadata types that can be fetched using GraphQL APIs?

Using GraphQL APIs you can fetch metadata from Modules, Users, KanbanView, UserProperties, ProfilePermissions, Profiles, Rolesand Widgets

Can I fetch metadata and data of a particular module in a single query using GraphQL APIs?

Yes, using GraphQL it is possible to fetch both metadata and data in a single query. 
 For example, the below query can be used to fetch Last_Name from Leads module and metadata information of the Last_Name field in the Leads module.

Request body

{

  Records {

    Leads { _data { Last_Name { value } } }

  }

  Meta {

    Modules(filter: { api_name: "Leads" }) {

      _data {

        fields(filter: { api_names: "Last_Name" }) {

_data {

                        id

                        api_name

                        display_label

                        json_type

                        data_type

}}}}}}

 

 Output 

{

  "data": {

    "Records": {

      "Leads": {

        "_data": [

          { "Last_Name": { "value": "Kitzman" } },

          { "Last_Name": { "value": "Frey" } }

          // ...

        ]

      }

    },

    "Meta": {

      "Modules": {

        "_data": [

          {

            "fields": {

              "_data": [

                {

                  "id": "6660682000000002595",

                  "api_name": "Last_Name",

                  "display_label": "Last Name",

                  "json_type": "string",

                  "data_type": "text"

   }]}}]}}}}

 

We have covered this in detail in this Kaizen post: Using GraphQL APIs to fetch data in a consolidated way.

Are there any limits applicable for a GraphQL API query?

Yes, Zoho CRM imposes certain limits on the GraphQL API to ensure fair usage. 
  • Credits: A single query can consume up to a maximum of 10 credits
  • Complexity: Complexity is a measure of workload a query exerts on the server based on the number of fields and depth of the query. The maximum complexity allowed for a single query is 1000. 
  • Depth: The nesting level of a queried field is referred to as depth. The limit for metadata is seven, and for data is three.
Refer to the official documentation on GraphQL credits.

Is it possible to retrieve selective data using GraphQL APIs?

Records

You can use the where argument to filter records from each module.  Each field can support type specific operators and can be combined with Boolean logic and wildcards.

For example. to fetch Email, Last_Name, ID, Phone and Mobile of  contacts where last name starts with "Ni" and mobile contains the digit 5 or phone number equals 555-678-9999

Request body

{

  Records {

    Contacts(where: {

      and: [

        { Last_Name: { like: "Ni%" } },

        {

          or: [

            { Phone: { equals: "555-678-9999" } },

            { Mobile: { like: "%5%" } }

          ]

        }

      ]

    }) {

      _data {

        Email { value }

        Last_Name { value }

        id { value }

        Phone { value }

        Mobile { value }

  }}}}

 

Introspecting the GraphQL schema in Postman will reveal the details of fields and supported operators for each module. Check out our previous Kaizen, where we explained this using videos.

Metadata

You can use the filter argument to filter metadata resources.

For example, the query below fetches metadata of Deals module and api_name of its layouts and fields

Request body

query {

  Meta {

    Modules(filter: { api_name: "Deals" }) {

      _data {

        id

        singular_label

        plural_label

        layouts {

          _data {

            id

            api_name

          }

        }

        fields {

          _data {

            api_name

     }}}}}}

How do I paginate results in GraphQL?

In GraphQL, we use the offset and limit argument to paginate results.
You can use offset to fetch the next page of results by passing the value from your previous response, starting with null for the initial set.  For each page, the number of records has a limit: up to 100 records for root queries or 10 for nested data.
The value to be passed in offset is obtained by querying for previous_offset and next_offset inside _info object.

Is it possible to sort records in GraphQL? 

The order_by argument can be used to sort the response set after fetching records to ascending or descending order.

For example, the below query fetches the fields Deal_Name, Expected_Revenue, and Probability from Deals module in descending order of probability.


Request body

query {

  Records {

    Deals(order_by: { Probability: { order: DESC } }) {

      _data {

        Deal_Name { value }

        Expected_Revenue { value }

        Probability { value }

}}}}

When should I choose Zoho CRM GraphQL APIs over Zoho CRM REST APIs, and vice versa? 

Use Zoho CRM GraphQL APIs when:

  • You need to fetch complex, nested data from multiple resources (e.g., accounts with linked contacts and deals) in a single request and avoid under-fetching of required data/metadata.

  • You need to minimize over-fetching of data/metadata by selecting only specific resources, fields of the resources, and relationships of the resources.

  • You need to query data and metadata together efficiently. 

Use Zoho CRM REST APIs when :

  • You need to perform simple CRUD operations (e.g., fetch/update a single product).

  • Your use case involves straightforward endpoints without nested data/metadata.

  • You need to do add/update/delete operations.

We trust that this post addressed your doubts on GraphQL APIs. If you have any questions please let us know in the comment section or reach out to us at support@zohocrm.com.

    • Sticky Posts

    • Kaizen #226: Using ZRC in Client Script

      Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In this
    • Kaizen #222 - Client Script Support for Notes Related List

      Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore how
    • Kaizen #217 - Actions APIs : Tasks

      Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.
    • Kaizen #216 - Actions APIs : Email Notifications

      Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
      • Recent Topics

      • Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?

        Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
      • Introducing Assemblies and Kits in Zoho Inventory

        Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
      • Does the ability exist to make tax on the customer profile mandatory?

        I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
      • email association with CRM

        Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
      • Fix the speed

        It takes ages to load on every step even though my dataset is quite small.
      • Credit Note for Shipped and Fatoora pushed invoices

        We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
      • FSM - Timesheet entires for Internal Work

        Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
      • Add a way of clearing fields values in Flow actions

        It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
      • Role Management

        I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
      • Highlight a candidate who is "off limits"

        Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
      • Announcing new features in Trident for Windows (v.1.37.5.0)

        Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
      • Early Payment Discount customize Text

        Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
      • Deprecation of SMS-based multi-factor authentication (MFA) mode

        Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
      • Zoho Sheet - Desktop App or Offline

        Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
      • DKIM Now Mandatory - Changes to Zoho Forms Email Policies

        Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
      • Call description in notes

        When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into
      • Email Address for Contact not Populating

        When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
      • New in CRM: Dynamic filters for lookup fields

        Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
      • Why hybrid project management might be the best fit for you?

        Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
      • Allow all Company Users to view all projects, but only owner/admins can change projects

        I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
      • Fail to send Email by deluge

        Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
      • Seeking help to be able to search on all custom functions that are defined

        Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally
      • Totals for Sales Tax Report

        On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
      • Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder

        Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,
      • Leistungsdatum in Rechnungen (Zoho Books)

        Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
      • Zoho Trident Windows - Streams Not Visible

        Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is
      • Sales IQ Chat Widget is Only Displaying Last Name

        Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
      • Shopify - Item sync from Zoho Inventory

        Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking
      • Bulk upload image option in Zoho Commerce

        I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
      • Is it possible to setup bin locations WITHOUT mandating batch tracking?

        Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
      • Kill zoho meeting

        Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make
      • Utilisation de Zoho en conformitĂ© avec l’article 286 du Code gĂ©nĂ©ral des impĂ´ts (CGI)

        Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
      • Unable to Create Task as a Support Administrator

        Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.
      • Introducing Forms in Zoho Sheet

        We hereby bring you the power of ​forms in Zoho Sheet. ​Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
      • Layout one survey question in a time & redirect next Page based on previous response

        I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response
      • Zoho Bookings form pre-filled with Zoho Forms in

        Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
      • Support “Other” Option with Free Text in Dropdown Fields

        Hello Zoho Bookings Team, Greetings, We would like to request an enhancement to the registration form fields in Zoho Bookings, specifically for dropdown fields. Current Limitation: At the moment, dropdown fields do not support an “Other” option that allows
      • Sending automated messages that appear in the ticket's conversation thread

        Good morning, esteemed Zoho Desk community, warm greetings Today I am here to raise the following problem, seeking a solution that I can implement: I need to implement an automation that allows me to send reminder messages to customers when I am waiting
      • Introducing parent-child ticketing in Zoho Desk [Early access]

        Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child
      • Please verify my account

        Hi, We have just launched our website and received media coverage in our country. Hundreds of users are signing up for our platform every day. We would like to send them a welcome email, but we are unable to do so because our ZeptoMail account has not
      • Next Page