Add features galore using Zoho Developer Widgets
When Widgets in Zoho Developer are put to good use, there are no limits to the extent and scope of the features that can be added to a VCRM (Vertical CRM). Mentioned below are some use cases to encourage you to explore the limitless possibilities that Widgets offer. We conduct weekly webinars and training sessions on Widgets. Please reach out to training@zohodeveloper.com for more details.
Types of Widgets in Zoho Developer
Previously, we looked at how to build a widget using a sample Related List widget. Zoho Developer also supports four other types of widgets. To learn how you can customize your application using these widgets, click here. We conduct weekly webinars and training sessions on widgets. Please reach out to training@zohodeveloper.com for more details.
API for IMAP/SMTP
I'm wondering about using API to make a front-end for Zoho Mail that provides a custom interface. Is this something the API is really meant for?
What is the API call to get the Org/Company details for a Zoho CRM account?
I use the following to get the active Users: https://crm.zoho.com/crm/private/xml/Users/getUsers?authtoken=[authtoken.....................]&scope=crmapi&type=ActiveUsers What would be the string to get the details on the Company, at: https://crm.zoho.com/crm/ShowSetup.do?tab=general&subTab=viewOrgDetails Thanks! Kim
An Introduction to Widgets in Zoho Developer
What are widgets? Widgets are embeddable components that enable you to incorporate new functionalities into your CRM and extend the feature set of applications. Widgets provide contextual information from third-party software alongside your own application data. What can be achieved using widgets? Integrate third-party applications with your CRM software, eliminating the need to rely on different systems for information. Work in tandem with your application data and real-time data from a third-party product.
How to create an audit function in deluge
Hi there. to be able to report on the changes in a leads status, I want to create an audit module, and push data into it every time the lead status field changes. I'd like to store: * Lead ID * Old Status * New Status * Person who made the change * the date the change was made I'm moderately comfortable in Deluge (but no expert!). I was thinking of creating a workflow on field update of the lead status field, but can't work out how to get the old field value in deluge. I am sure I'm missing something
Adding Item values from an estimate - Zoho Books
Hi, I'm trying to figure out how to get items/products from a created estimate and bucket the values for each item into either setup or recurring. I currently have a function that sends the total value of the estimate back to the CRM but I need to now separate out the total into recurring fees and setup fees for each line item. I've created a custom field in the item module to identify whether its recurring or setup. Can anyone point me in the right direction? Can I use a loop to scroll through the
Developer Help
It is abundantly clear that Zoho needs dedicated support for it's developers. I can't get answers to basic questions about the platform. I have clients I am developing for that can't wait weeks for answers. Please provide information on how to contact support and have a reasonable expectation of an answer in a reasonable period of time.
API
Estimados me pueden ayudar, estoy utilizando el siguiente código y la api me indica: "Unable to populate data, please check if mandatory value is entered correctly." Esta es la llamada que estoy realizando: https://crm.zoho.com/crm/private/xml/Leads/insertRecords?authtoken=autotoken&scope=crmapi&xmlData=<Potentials><row no="1"><FL val='Potential Name'>First Potential</FL><FL val='Description'>description of the potential</FL><FL val='Closing Date'> 01/04/2009 </FL><FL val='ACCOUNTID'>631505366</FL><FL
Telephony Widget Broken on Chrome Browsers
Hi there, Big problem here. Chrome has deprecated the 'getUserMedia' method on 'cross-origin' iframes for some browsers already, and since all telephony widgets are embedded in iframes, and in most circumstances are cross-origin, so most Telephony Widgets are unusable in Chrome. This is the exact error message when making a call from our Telephony widget on some versions of Google Chrome, I suspect the deprecation is going to roll out over the coming days to the rest of our browsers, this error is
Unable to get Organization Id in custom function
Hi there, We are working on a ZOHO extension. We are unable to get organization id in a custom function on click of a custom button. Also, can we get any unique identifier that would accessible in both custom function and embedded app.
What is the best practice to monetize an Creator App through the Developer platform?
We are new to the Developer platform, we have created a couple apps for clients but are still not clear on the correct process to monetize and collect using Zoho Developer. Here are some questions we are looking to get cleared: 1) Is it necessary to add one user in the client´s account to add an external developer? 2) Is there a way to get Zoho to charge the base user fee, plus the developers margin to the client in one transcation with the client? We saw something similar with the Developer CRM
Webtab Parameter for Organization
Hi, Is it possible to pass an identifier for the organisation in an extension web tab? I saw the example documentation appears to have a variable in the URL but there is no documentation I could find. The link above on https://www.zoho.com/developer/help/extensions/customize/related-lists-and-web-tabs.html seems to show passing ${OrgName}. Is this possible? Are there other parameters that can be passed? Thanks
Make fields Mandatory in Zoho Developer
Hi, I am currently working in Zoho Developer Console for creating extensions. In this, I have created a custom module and am in need to make some fields mandatory. But I haven't found any options for that. And also I felt that there is no alerts when I want to return some messages. Can anyone help me to solve this issue? Thank You,
Custom Action - how to create a custom action to view records in one table based on a related record in another table
I have two tables. One is called “campaigns”. The other is called “tactics”. You have multiple tactics for each campaign. The “tactics” table is linked to the "campaigns" table by the lookup field “campaign_name” in the tactics table. Each campaign is treated as a separate record in the "campaign" table. I know I could create a subform in the "campaigns" form that would allow you to enter tactics within the campaigns form, and the 1 to many relationship would be created automatically, displaying
How to get the joblist from api integration?
I develop integration the joblist from CRM to my site, and I don't know how I can do it. In documentation nothing about it (joblist support). Any idea?
IMAP emails report
I want to be able to create a custom field or a report that will show the last email sent date in a record (leads, potentials and contacts) for emails sent by both Zoho CRM and IMAP. I use Google Mail. How can I use the API to build such customization?
Zoho Creator integration with FedEx
I've to integrate Zoho Creator with FedEx Courier. So that I can get the tracking info like delivery status and delivered date should be updated automatically based on Docket/AWB no. How should I achieve this?
How can I install Zoho Developer Extension in Zoho sandbox?
Hi Team, Can you please elaborate? How can I install Zoho Developer Extension in Zoho sandbox? Using the following kind of Extension installation URL: Thanks, Parth
I can't save any new modules and layouts.
I am using CRM for Verticals in Japanese. I can not create and save a new module. I can not save a new layout. Save and Save Layout button does not respond. Japanese is garbled. Can not you use it in Japanese? Is it a bug?
Import Data before Publishing
Hello, I was wondering if it's possible to import data using a module before actually publishing the vertical. For example if I wanted to create a module called Zipcodes and preload it with all the US info will this info be passed on to the final product or does the user have to create this. Anyone know? Thanks, Joe
Zoho Widget - Doesn't work when the app is published
Hi Team, We have used widget in our app. When tested on the sandbox mode. The widget worked and UI was displayed. After publishing the app and testing it on other CRM. The widget didnt not popup. Please can you assist to resolve this issue.
REST API Function - Webhook Url - invalid oauth token error
1. I get the error "INVALID_TOKEN" when I call the URL from browser? The following is the URL generated by the function. https://platform.zoho.com/crm/v2/settings/custom_functions/xxxxx.incomingsms/execute?zapikey=xxxxxxx&From=from&To=to&Body=body 2. At tbe end of function, I need to return a xml response to the calling application. How do I do this?
How to Rename of the Managed Package(Extention) Object in ZOHO CRM?
Hi, I have created one package(Extention) on Zoho Developer. And I have installed that package(Extention) on ZOHO CRM. Now, I need to change the label of that managed package object. So, is this possible? if this is possible then how I can change the label? Thanks, Parth
Debugging Custom Function with API Connection
We are developing a extension to use third-part app thru OAuth 2.0. We connected it with connector and authorized it in connector. We are debuging custom function to use connector API in extension. But can't get test response of the api in excuting of custom function. can you let me know the method to test connector api in custom function? Zoho gives the execute option to test the custom function. It is available with common functions. but in this case, what use OAuth 2.0 connector, I can't get
Integrating quickbooks not working
I have followed the tutorial at https://www.zoho.com/developer/help/scripting/quickbooks-add-record.html#ExampleCreate. After the installation there was already a default workflow rule 'Add Invoices Records to QuickBooks'. But when I create an invoice in zoho crm, corresponding invoice is not created in quickbooks. I even tried creating my own custom function for creating customer in quickbooks. But it is also not working. What am I doing wrong? How to debug the workflow custom function? Please help.
Delete Authtoken API Php
I have an php api (website) that stores records in zoho, the application creates a key authtoken. How I can delete the authtoken when I finished store the record? (in php) Thankyou.
Not Able to update record
I don't understand this because I am an administrator, have checked the profile and field rights, While updating record using API am getting "You do not have the permission to edit this record or the "id" value you have given is invalid.(401.2)"this error . Can any one help me to resolve this issue.
Layout set into Sandbox
Hi Team, I am not able to set the layout in Zoho developer sandbox when I test the Zoho developer extensions. When I click on Edit Layout link, something like below. Please help me!
Access to Lead Custom View with API or Extension
Hello, everyone My goal is to sync leads between Zoho.CRM and external business tool. But, i need to sync them via Custom Lead Views. For example: customer creates a custom view with an expression "First Name" is "John" and we have 10 leads in this view, customer click "custom button" "sync this view", after that we sync these 10 leads via API request etc. But in the future i need auto-resync this view (if some leads are added or removed to it). So my question is: can i access (in any way: API,
Issue in creating note with attachment/text for cases
Hello, I am trying to add notes to case, But could not find url how to attach. I followed steps given in https://www.zoho.com/crm/help/api/getrelatedrecords.html to get records of notes of particular cases, but it didnt work.. My code is - $xml = " <Notes> <row no=\"1\"> <FL val=\"entityId\">" .$openCaseId. "</FL> <FL val=\"Note Title\">".$Conversation. "</FL> <FL val=\"Note Content\">".$Message. "</FL>
Zoho Creator API and Signature Field
I have a form in a Zoho Creator app that has a Signature field in it, where the user can sign their name with the mouse or finger on the screen. The image gets stored in creator as a PNG file. I would like to have a VB .NET application be able to automatically download those PNG files locally to our onsite file storage. I can make an API call to get the correct https path to the signature files, but to "browse" to those files requires authentication with Creator. Is there any way to pass parameters
Creator API Add Record
EDITED
smtp EHLO missing auth extension
When transmitting an EHLO client.example.com, using: "scheme": "smtp", "host": "smtp.zoho.com", "port": 587 I get only two extensions: The AUTH extension is missing, e.g. I thought it should be like: " S: 220 smtp.server.com Simple Mail Transfer Service Ready C: EHLO client.example.com S: 250-smtp.server.com Hello client.example.com S: 250-SIZE 1000000 S: 250 AUTH LOGIN PLAIN CRAM-MD5 " In my Mail client it possible to use the smtp settings with port 587 and authentication
Using widget in ZOHO Developer console
Hi there, I am using connected apps in ZOHO Developer console. I tried configuring a telephony widget. But when I test it in sandbox version it shows this error in browser console Ignoring Message from:https://plugin_zohoexotelapp.zohosandbox.com with Data:[object Object] Can you please provide with documentation to use this widget. I have already refered https://www.zoho.com/developer/help/extensions/embedded-apps/. Thank you.
I can't send email
Hi, I'm working in C#, .Net core, I have a problem with zoho email, sometimes the email can't be sent, I don't know why it can't be sent, the content like this. <div style="padding-top:10px">You have created a new server TungTestExceptionEmail for project DSSP Test Project 2<p style="margin:3px;"> </p><a href="https://dev-dssp.scopicsoftware.com/">Go to Developer Self Support Page!</a></div> The header content type is html/text utf 8. The problem is sometimes email is sent successfully, sometimes
Bind Deal With Contact WIth ContactID Not With Contact Name
I'm using zoho api's to bind the deal with the contact name.. But when i'll have more contacts with the same name then binding with contact name would be wrong because i'll have many contacts with the same name.. So please tell me how to bind deal with contact through contact id.
internal exception postUrl API call in custom function
Hello, I have a custom function written that makes a PostUrl API call to Hubspot CRM to create deals. It works for me in Postman, however I am getting an "internal exception" when I execute it. Here is the function code: myMap=map(); myMap.put("Content Type","application/json"); params="{\"associations\": {\"associatedCompanyIds\": [\"" + input.aHScompanyId + "\"],\"associatedVids\": [\"" + ccHSid + "\"]},\"properties\": [{\"value\": \"" + input.pPotentialName + "\",\"name\": \"dealname\"},{\"value\":
End Customer Support
Hello, If I resell Zoho CRM under my own brand, would I have to do on-boarding\training\support etc. myself? Thanks
Publish Extension On Marketplace
I have published the Zoho Extensions on MarkerPlace on Mar 22, 2017. Still, i did not get any notification mail from last 15 days. Any reason for I did not get any mail?
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