How to generate oauth token without the need of a user login?
I am trying to create a client-side application that lets a user view tickets from my account. Is there a way to generate a grant token or access token without the user entering my login credentials? Basically, I want them to be able to open my application
External ID in Zoho CRM
Hello everyone! We know that Zoho CRM allows you to integrate third-party apps and manipulate data through APIs. While you integrate a third-party application, you may want to store the third-party reference IDs in Zoho CRM's records. To meet this need
Autonumber on demand
I have a field that I want to use an autonumber for....but not all the time. USE CASE: In the cases module I created an option to allow the customer to return defective product. When this is authorized (I have a checkbox), a Return Material Authorization
Missing modules
I am missing some module that documentation states should be included in our Vertical CRMs. The modules that are included are listed here: https://www.zoho.com/developer/help/build-vertical-crm/customization/standard-fields.html However, in my console
Related List Question
I have a questions regarding the level of Related Lists. Use Case Example: If I have a SKILLS LIBRARY module, a COURSES module and a STUDENT module. The STUDENT and COURSES library are linked together with a linking module. So...when a course is delivered
We are looking for an experienced developer
Are there any experienced developers for Zoho Vertical CRM and Deluge in this community? I know this is not a job board but we are having trouble trying to find a good ZVCRM developer. If anyone here can help if you are a developer or who can introduce
How to generate revenue by creating a Vertical CRM on Zoho Platform
Hi Team, I want to build a vertical crm on Zoho Platform. I want to understand how can I sell my vertical CRM to my client as whitelabel means totally my brand without any zoho awareness. How can I rebrand and launch under my brand? How can I set my pricing?
Adding Subform to crm modules
Is it possible to add a new subform to a module in CRM using Sigma? If so, how?
General Question: What do ZGID and ZUID mean and what is the differences between them?
By The Grace of G-d. Hi, How are you guys? First of all, Thank you for all your continues help in building our verticals! Your help, guidance, support and your open mind to hear our feature requests and ideas are very much appreciated! I Have a general
Is there any way to mark a field as mandatory for the CRM
Once I've added a field to sigma, is there any way to make that field mandatory, for example adding a payment type field to the sales order.
How can I add a user field to sigma, for the CRM?
In Zoho CRM it is possible to change the owner of a sales order, however outside of the CRM it's not possible at the moment. To work around this we have been trying to put together a sales person form in the CRM that will allow for an intermediary table.
After using insertRecords API call to insert Contact will it send ID of new Contact or is there a way to get it?
Is it possible that after using the insertRecords API to insert a Contact, can I retrieve the unique ID of that record immediately back from the response or is there a way to get the last record entered? I need the ID to be able to alter the record or
Use zoho crm api for extension
I create extension for zoho crm using sigma developer console. Which ways to call zoho crm api like this docs? https://www.zoho.com/crm/developer/docs/api/v2/ If its not possible how i can send request to zoho crm from my server? I need some webhook endpoints
Changing App Name?
I just starting building my CRM and called it a very generic name, for now. May I change the name of the app later?
Getting a Oauth token from c# SDK
I hope this makes sense. I am using the c# SDK examples to write records to the CRM Leads. While calling While this is not all my code, I'm hoping its enough to get some help. While calling recordOperations.CreateRecords(); it fails after trying
Login API
Hello, I want to implement the functionality where the user can login to my app using his ZOHO credentials (like google login for any application). Can you please guide me with the same? Do you have any api for authentication of the user?
Search record by tag using API
Hi! I want to filter records by tags in Zoho CRM using the API. First I have to say IDK why tags are disabled in sandbox, it makes no sense at all. But anyway I couldn't find any documentation on how to filter by tags using the CRM API. Can you point
Is it possible to change custom module layout?
The new button for the module shows all the fields (standard + custom fields) in the form. Is it possible to edit the layout to show selected fields like the module customization in the CRM?
Front End UI for my extension
I am creating an extension using ZOHO sigma and my extension requires to input start date and end date as a variables. I want to make the front end to accept data from the user and I will store it in custom variables. How to create a UI for this also
Need Recommendation for Zoho developer
Hi I'm looking for a professional Zoho developer that can absolutely customize my database to make it more efficient. Things I need done: Upon submission of the web form: -automatically create an account (fill the account fields with concatenations and formulas based on the web form fields) -automatically create a contact -automatically geocode the address. -automatically zone the account based on the geocoded address Upon completion of Zoho Subscriptions Form: -Link
Request for HELP from everyone (Who has an account with Integromat)
By The Grace of G-D. Hi, If you have an account with Integromat (Even a free account), I'd like to ask your help in a small thing for you but a big thing for all of the current and future developers of Zoho Vertical CRM. There is an app request with integromat
Send Mail with custom template variables
Hi I'm trying to send an email vie the Send Mail API and want to insert values that replace the variables currently in the email template. for example our reset password template will have "To reset your password click this link ${<value from API call}"
Feature Request: Making API and Functions Daily Limit available through Deluge and API
By The Grace Of G-D. Hi, If it is not already in the pipeline, please consider adding the feature to get the API and Functions Daily Limit and how many calls are left available through Deluge and API. That would help prevent running Scripts that are of
Mapping varibles to custom function in vertical CRM
Hi, How can i map variables when creating a workflow related custom functions in the vCRM Console? I Dont see any option. Thanks for your help!
Invoke URL - Not possible to pull Record Owner ID?
I am not able to pull the record owners ID when invoking a URL. However, it is available as a field in webhooks. Is this just an oversite?
Request Access to Customer Vertical CRM
When we Request Access to customer's Vertical CRM company. Get an email, but can't seem to connect, just trying to figure out how to gain access to multiple Vertical CRM customers when they request help/customization.
Zoho Query API problem
Hi, I am trying to write select queries to retrieve data from Zoho using its Query API. But I am getting the following error: Service responded with exception status (401): {"code":"OAUTH_SCOPE_MISMATCH","details":{},"message":"invalid oauth scope to access this URL","status":"error"} I am trying to do this call using a dashboard tool's Zoho integration module. If I use rest API it works but when I try to use Query API of Zoho it returns the error. I searched this but couldn't understand what I am
Using Sigma For Authenticating With More than just client-id & secret
I am trying to use Sigma to authenticate my Desk Extension to an external API. OAuth2 gives options for "Client Id", "Client Secret", and "Access Token URL" , but I also need to add additional query fields to authenticate. Would simply appending the fields to the access token url like so: "desk.zoho.com/api?field1=value&field2=value2" be the solution?
Deleting an app
Hi, I started to create a vertical CRM, to find out I made a slight mistake (Beginner starts coding ;) ). I'd like to remove / delete this application. It's not yet reviewed not published. I couldn't find a way to delete this vertical application. Is a button or link anywhere to be found ? Thanks !
How to Build Widgets in Zoho Developer
In last week's post, you were introduced to widgets. Today we'll look at how to build them. The sample, "HelloWorld" (refer below), that we'll be using here is a related list widget. This related list will display the API response for user and record information of a particular record in your CRM's Leads module. For detailed steps on how to build a widget, go here, where the following will be covered: Step-by-step procedure for building a widget Hosting a widget both externally and internally Testing
Regular Expression for Phone and URL validation
Hi, I cannot find any documentation on accepted formats for phone and URL fields. Would it be possible to share the regex for these? Thanks, Conan
Function Arguments
Hi, I can edit Arguments in zoho CRM function designer. But I can't do the same job in Extension developer. Could you tell me how to do?
Error 304
Hi team, I'm creating a custom widget to basically capture data by making API's calls to external application. I keep getting 304 status code on my console, even after clearing the browser cache..etc Is there a permanent solutions for this, please? Thank you!
How to get an glare/reflection free image using multiple images
Hi, I am working on concept where i have 6 Images which are captured under 6 different illumination condition. Different illumination causes reflection in different places in a captured images. So i have use those images and get one reflection free image without losing/altering any information of image.i did lot of experiments on the collected 6 images but nothing worked......any suggestion it could be helpful for me..Thank you
GET Notes returns INTERNAL_ERROR on API v2
When I send a request to https://www.zohoapis.com/crm/v2/Notes, API returns me the next response: { "code": "INTERNAL_ERROR", "details": [], "message": "Internal Server Error", "status": "error" } Please, let me know how to fix this problem.
Missing Access Console of CRM Connectors.
Hi I might be being a bit thick but I cannot see Access Console of CRM Connectors.when logged into developer I can only see Vertical Solutions, Zoho Creator and REST API.
How to fetch records from zohosandbox through API
I have created vertical crm and can fetch records through apis. However when I do the same with zohosandbox for testing the api gives error(pfa screenshot). Please help me out.
Zoho Creator Apps in Vertical CRM
Hello all, Is it possible to access Zoho Creator apps from within the Vertical CRM? I have several custom forms I created in Zoho Creator that cannot be recreated directly in Vertical CRM because they require signature capture. Thanks for your input and suggestions. Joel
Where can I find a complete list of search criteria methods?
In the API documentation for CRM API method "SearchRecords" there is only reference to two examples of a search that use the following : &criteria=(((Last Name:Steve)AND(Company:Zillum))OR(Lead Status:Contacted)) it is obvious that the colon is used to represent equals. But what other options are there? Where is there a better definition of these? Specifically I am in need to define a value as "Is Empty" since you can't use a blank value in the call or the use of null.
Unable to configure more then one Redirect urls for oauth
I have generated client id and secret using https://accounts.zoho.com/developerconsole. Everything works fine when i am having only one redirect URI. but when i try to configure more than one redirect uri's (comma separated) oauth url request get failed giving error as incorrect redirect uri. Note: When only one redirect URI is configured i was able to make a auth request without providing the scope in the auth url, and able to get access_token as well as id_token in the response. Therefore on googling
Next Page