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.

    • Recent Topics

    • showing Limit exceeded

      Good afternoon...trust you're good. I've been having issues working with but it's not responding. it's showing Limit exceeded, sorry it seems like too many people are working on the sheet right now please try again later. meanwhile no one is working on
    • Sorting columns in Zoho Projects

      Hi, In project management best practice, sorting columns (ascending, descending) is an important tool. Sorting dates to see the order of tasks starting, sorting on priority or even on planned hours is a must for an efficient project control. Currently,
    • Upload API

      I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.
    • update linked contacts when update happens in account

      Hi, I have a custom field called Licence in the Accounts module. When someone buys a licence, I’d like to update a custom field in the related Contacts. How can I achieve this? I noticed that workflows triggered on Accounts only allow me to update fields
    • Problem Management Module

      I am looking for a Problem Management module within Zoho Desk. I saw in some training videos that this is available, and some even provided an annual price for it. I want an official confirmation on whether this is indeed available. This is not a particularly
    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different
    • Offline support for mobile app

      Accessing your files and folders from your mobile devices is now quicker and simpler, thanks to the power of offline support. Whether on an Android or iOS device, you can use the Offline function to save files and folders, so you can review them even
    • Zoho Desk KB article embedded on another site.

      We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
    • List of packaged components and if they are upgradable

      Hello, In reference to the article Components and Packaging in Zoho Vertical Studio, can you provide an overview of what these are. Can you also please provide a list of of components that are considered Packaged and also whether they are Upgradable?
    • Does Attari Messaging app have Bot option and APIB

      Hi, Does Attari also have Bot and API as we use in WhatsApp??
    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
    • Zoho Analytics Regex Support

      When can we expect full regex support in Zoho Analytics SQL such as REGEXP_REPLACE? Sometimes I need to clean the data and using regex functions is the easiest way to achieve this.
    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan
    • how to differentiate if whatsapp comes from certain landing page?

      I create a Zobot in SalesIQ to create a Whatsapp bot to capture the lead. I have 2 landing pages, one is SEO optimized and the other want is optimized for leads comes from Google Ads. I want to know from which landing page this lead came through WhatsApp
    • How to record company set up fees?

      Hi all, We are starting out our company in Australia and would appreciate any help with setting up Books accounts. We paid an accountant to do company registration, TFN, company constitution, etc. I heard these all can be recorded as Incorporation Costs, which is an intangible asset account, and amortised over 5 years. Is this the correct way to do it under the current Australian tax regulations? How and when exactly should I record the initial entry and each year's amortasation in Books? Generally
    • Show Payment terms in Estimates

      Hi,  we are trying to set up that estimates automatically relates payment terms for the payment terms we introduced on Edit contact (Field Payment terms).  How can it be done? Our aim is to avoid problems on payment terms introduced and do not need to introduce it manually on each client (for the moment we are introducing this information on Terms and Conditions.  Kind Regards, 
    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned
    • I want to transfer the project created in this account to another account

      Dear Sir I want to transfer the project created in one account to another account
    • Weekly Tips : Customize your Compose for a smoother workflow

      You are someone who sends a lot of emails, but half the sections in the composer just get in your way — like fields you never use or sections that clutter the space. You find yourself always hunting for the same few formatting tools, and the layout just
    • Custom Bulk Select Button

      Zoho CRM offers the ability to select multiple records and invoke a Custom Button This functionality is missing from Recruit Currently we can only add buttons in the detail page and list But we cannot select Multiple Records and invoke a function with
    • Power of Automation :: Smart Ticket Management Between Zoho Desk and Projects

      Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automate
    • Need to set workflow or journey wait time (time delay) in minutes, not hours

      Minimum wait time for both Campaigns workflows and Marketing Automation journeys is one hour. I need one or the other to be set to several minutes (fraction of the hour). I tried to solve this by entering a fraction but the wait time data type is an integer
    • BUG - Google Business Buttons - Add a button to GBP Post

      I am experiencing an issue with the "Add a button" feature when creating posts for my Google Business Profile (GBP) through Zoho Social. When I schedule or publish a GBP post and include a call-to-action button with a specific URL, the post itself publishes
    • Do you have software like Windows software?

      We want swadeshi software
    • Support for Custom Fonts in Zoho Recruit Career Site and Candidate Portal

      Dear Zoho Recruit Team, I hope you're doing well. We would like to request the ability to use custom fonts in the Zoho Recruit Career Site and Candidate Portal. Currently only the default fonts (Roboto, Lato, and Montserrat) are available. While these
    • Trying to export a report to Excel via a deluge script

      I have this code from other posts but it gives me an error of improper statement, due to missing ; at end of line or incomplete expression. Tried lots of variations to no avail. openUrl(https://creatorapp.zoho.com/<username>/<app name>/XLSX/#Report:<reportname>,"same
    • Need help to create a attach file api

      https://www.zoho.com/crm/developer/docs/api/v8/upload-attachment.html Please help me to create it... It's not working for while. Do you have some example?
    • Export view via deluge.

      Hi, Is it possible to export a view (as a spreadsheet) via deluge? I would like to be able to export a view as a spreadsheet when a user clicks a button. Thanks     
    • Zoho Inventory's latest shipping integration updates at a glance.

      Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,
    • Possible to generate/download Quote PDF using REST API?

      See title. Is there any way after a quote has been created to export to a PDF using a specified template and then download it? Seems like something that should be doable. Is this not supported in the API v2.0?
    • Creating an invoice to be paid in two installments?

      Hi there, I own a small Photographic Services business and have not been able to find a way to fit my billing system into Zoho, or any other Accounting software. The way my payments work is: 1. Customer pays 50% of total price of service to secure their
    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
    • Replace Lookup fields ID value with their actual name and adding inormation from subforms

      Hi everyone,  I wanted to see if someone smarter than me has managed to find any solutions to two problems we have. I will explain both below.  To start we are syncing data from Zoho CRM to Zoho Analytics and I will use the Sales Order module when giving
    • Can a Zoho Sites page be embedded into another website (outside Zoho)

      Hi All, We have a request from a client - they'd like to take one of our information pages created in Zoho Sites and embed it into their own website? I was told through an email with Zoho that this was possible >>Thank you for your patience regarding
    • Bug in allowing the user to buy out of stock items

      Hi i want to allow the user to buy out of stock items, according to the commerce documentation if i disable Restrict "Out of stock" purchases it will, but it doesnt work, so i want to know if it had any relation with zoho inventory, and if theres any
    • Transition Criteria Appearing on Blueprint Transitions

      On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't
    • Zoho CRM Sales Targets for Individual Salespeople

      Our organistion has salespeople that are allocated to different regions and have different annual sales targets as a result. I am building an CRM analytics dashboard for the sales team, which will display a target meter for the logged in salesperson.
    • Transfer all Related Data to new Account Owner

      Currently when I change the account Owner I only see the option to change only the open deals But I want the new account owner to take over all the related modules and all the deal stages Is it not possible right now? Am I missing something? Do I really
    • How to Calculate MTTR (Mean Time to Resolve)

      We want to calculate MTTR (Mean Time to Resolve) in our Zoho Analytics report under Tickets. Currently, we are using the following fields: Ticket ID Ticket Created Time Ticket Closed Time Ticket On Hold Time We are planning to calculate MTTR (in days)
    • Next Page