Kaizen #202 - Answering Your Questions | Testing and Using REST APIs in Widgets

Kaizen #202 - Answering Your Questions | Testing and Using REST APIs in Widgets



Hello Developers!

Welcome back to a fresh week of Kaizen! 

Thank you for your active participation in sharing feedback and queries for the 200th milestone. This week, we will look at the following queries related to widget:
  • Widget Testing 
  • Using REST API in Canvas Widgets: Make HTTP calls in widgets (e.g., to external tax or product APIs)
Here are the queries that we have already answered for you from this milestone:
  1. Kaizen #200 - Answering Your Questions | Token generation using the Python SDK
  2. Kaizen #201 - Answering Your Questions | Webhooks, Functions, and Schedules

Widget Testing

One of the queries we received was simply stated
Quote
Widget Testing
 without any specific context. Since the user has not provided detailed input, we are assuming this is about how to test a widget during development.

You can test your Zoho CRM widget locally using the Zoho CLI. Run the following command from the root directory of your widget project:

zet run

This launches the widget on a local server where you can validate the UI and functionality before pushing it live.


Since the localhost connection opens in a new tab and is not private, you will need to manually authorize it. 

Click Advanced, then choose Proceed to 127.0.0.1 (unsafe) to continue. 

Notes
Note

If your widget needs to access data from your Zoho CRM organization, such as fetching or updating records, it must be deployed within a Zoho CRM iframe. To do this, you should upload the widget through the Zoho CRM Widgets setup page.

We recommend using the sandbox environment in such cases before deploying the widget to your production environment.

Making HTTP Calls from Widget

Following is a query we received from a user:
Quote
Using REST API in Canvas Widgets: Make HTTP calls in widgets (e.g., to external tax or product APIs)
Yes. You can make HTTP requests to external services from any type of Zoho CRM widget using the ZOHO.CRM.HTTP object from the Widget JS SDK.

Canvas Widget - What's Supported? 

Though full widget support within Canvas is on our roadmap, currently, you can invoke widgets from a Canvas view using Client Script. This lets you render widgets inside fly-outs or pop-ups. Here is a quick start guide on how you can achieve it:

Create a Widget

1. Create a widget project and code your logic using Zoho CLI as explained in our widget help page.

2. In Zoho CRM Developer Hub, create a new widget and set the type as Button.



Create a Client Script

3. Navigate to Client Scripts in Developer Hub and click New Script.

4. You can create your script either in the Modules or Commands category based on your use case. 

For assistance, refer to the step-by-step guide on Creating Client Script and Commands.



In the Category Details section, ensure to select Canvas as the page type. Canvas views are supported in the following page contexts: List, Detail, Create, and Clone. 

Choose the one that aligns with where your widget needs to appear.


5. Here is the sample script to render widget in a pop-up. 

ZDK.Client.openPopup({
api_name: 'Canvas_Widget',
type: 'widget',
animation_type: 4, 
height: '450px',
width: '450px',
},
{
data: 'sample data to be passed to "PageLoad" event of widget'
}); 

Here is the sample script to render widget in a fly-out. 

ZDK.Client.createFlyout('myFlyout', { 
animation_type: 4, 
height: '600px', 
width: '500px'
}
);
ZDK.Client.getFlyout('myFlyout').open({ api_name: 'Canvas_Widget', type: 'widget' });

For detailed guidance, check out our Client API documentation on Pop-up and Fly-out.

You can also check out the Kaizen #99 on Rendering Widgets using Client Script for a detailed guide based on a real-time use case. 

Using REST APIs from External Applications

The ZOHO.CRM.HTTP object enables you to make secure API calls directly from the Zoho CRM widget. It acts as a proxy, routing requests through Zoho servers, which eliminates the need for external applications to support CORS.

While this SDK is primarily used for integrating third-party services, it also supports Zoho CRM API calls. This provides you with greater flexibility to:
  • Customize header and parameter structures
  • Maintain a consistent calling pattern for both internal and external APIs within the widget.
Here is a basic syntax of the SDK:

ZOHO.CRM.HTTP.<method>({
  url: "<request-url>",
  headers: {
       // Request headers as Key-value pairs
    "Authorization": "Bearer <token>" // example
  },
  params: {
    // Request params as Key-value pairs

   "ids": "1234567890" // example
  },
  body: "<stringified JSON>", // Required for POST, PUT and PATCH
})
.then(function(response) {
  console.log("Response:", response);
});

Supported Methods
  • ZOHO.CRM.HTTP.get({ ... })
  • ZOHO.CRM.HTTP.post({ ... })
  • ZOHO.CRM.HTTP.put({ ... })
  • ZOHO.CRM.HTTP.patch({ ... })
  • ZOHO.CRM.HTTP.delete({ ... })
For more detail check out the HTTP method section of JS SDK help page.

Samples using Zoho CRM Contact Roles API

Let us explore a complete CRUD (Create, Read, Update, Delete) example using Zoho CRM’s Contact Roles API.

These structures have to be used within the JS function where you are executing your code logic. 

POST Contact Roles


// Prepare the API request
        var request = {
          url: "https://www.zohoapis.com/crm/v8/Contacts/roles",
          headers: {
            Authorization: "Zoho-oauthtoken 1000.XXXXXXXXXXXXXXXXXXX265bcf20e4"
          },
          body: {
            "contact_roles": [
              {
                "name": "Sales Lead",
                "sequence_number": 1
              }
            ]
          }
        };
         // Make API call 
        ZOHO.CRM.HTTP.post(request).then(function(data) {
          console.log(data);
 })

GET Contact Roles


// Prepare the API request
var request = {
          url: "https://www.zohoapis.com/crm/v8/Contacts/roles",
          headers: {
            Authorization: "Zoho-oauthtoken 1000.XXXXXXXXXXXXXXXXXXX265bcf20e4"
          }
        };
        // Make API call 
        ZOHO.CRM.HTTP.get(request)
          .then(function(response) {
 console.log(response);
})

UPDATE Contact Roles

// Prepare the API request
        var request = {
          headers: {
            Authorization: "Zoho-oauthtoken 1000.XXXXXXXXXXXXXXXXXXX265bcf20e4"
          },
          body: {
            "contact_roles": [
              {
                "name": "Evaluator",
                "id": "5545974000000006871"
              }
            ]
          }
        };
        // Make API call 
        ZOHO.CRM.HTTP.put(request).then(function(data) {
          console.log(data);
 })

DELETE Contact Roles


// Prepare the API request
        var request = {
          params: {
            ids: "5545974000002617002"
          },
          headers: {
            Authorization: "Zoho-oauthtoken 1000.XXXXXXXXXXXXXXXXXXX265bcf20e4"
          }
        };
        // Make API call 
        ZOHO.CRM.HTTP.delete(request).then(function(data) {
          console.log(data);
 })

We hope you found this post useful. 

Let us know if you have any questions in the comments or drop us an email at support@zohocrm.com.

Cheers!

------------------------------------------------------------------------------------------------------------------------

Related Reading


------------------------------------------------------------------------------------------------------------------------

    • Sticky Posts

    • 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

    • Kaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script

      Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Recent Topics

    • How can I setup Zoho MCP with Chat GPT

      I can set up custom connections with Chat GPT but I cat an error when I try to set it up. The error is: "This MCP server can't be used by ChatGPT to search information because it doesn't implement our specification: search action not found" Thoughts?

    • API ZOHO CRM Picket list with wrong values

      I am using Zoho API v.8. with python to create records in a custom module named "Veranstaltung" in this custom module I've got a picket list called "Email_Template" with 28 Values. I've added 8 new values yesterday, but if I try to use on of those values

    • Group Emails

      I have synced Zoho CRM to Campaigns but there are certain email not synced. showing it is Group Emails, but this email ids belongs to different individuals. please provide a solution as i nedd to sync the same.

    • Enable Password Import option in ulaa browser

      Dear Ulaa Team, I noticed that the Ulaa Password Manager currently offers an option to export passwords, but not to import them. This limitation poses a challenge for users like me who have stored numerous credentials in browsers like Chrome. Manually

    • "Is Zoho CRM customer" vs "Is linked with Zoho CRM"

      Recently while building a Flow, I was setting up a Decision action following a Zoho Invoice Fetch record action. There were 2 choices that I had not seen as something I could manually action in Zoho Invoice: "Is Zoho CRM customer" and "Is linked with

    • Client Script | Update - Introducing ZRC: Simplified HTTP request library

      Hello Developers! Are you tired of juggling different methods to make API calls? Are you confused with multiple syntaxes and version restrictions? Have you ever wished for one simple way to make all API calls in CRM? We heard you :) Here comes ZRC (Zoho

    • Selection Filed for Data Export section

      Hi FSM Team, I hope you are all doing well. I would like to share an idea for future development based on my experience. Currently, in FSM, we can only download up to 5,000 records at a time. If the development team could add a selection option to choose

    • Text wrap column headers in reports?

      Is it possible to auto wrap column headers so that a longer multi-word header displays as two lines when the column is narrower than the width of the header title?

    • What if I dont see contacts on the left side list

      My CRM does not show the contacts tab. In order to create list this is needed and I cant find it.

    • Comments Vs. Replies

      I'm curious as to the difference between a "Reply" and a "Comment" on a ticket. It appears that "Replies" are what's used to determine response time SLA's and there are also used to automatically re-open tickets. I'm just trying to understand the key differences so I can educate both our clientele and our back-end users on which function/feature to use to better improve the ticket lifecycle. If anyone has any insight it would be appreciated. Thanks!

    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

    • Resetting auto-number on new year

      Hi everyone! We have an auto-number with prefix "D{YYYY}-", it generates numbers like D2025-1, D2025-2, etc... How can we have it auto-reset at the beginning of the next year, so that it goes to D2026-1? Thanks!

    • Can you prevent closing Ulaa window when the last tab is closed (inadvertently)?

      Most browsers have started to bring this feature in to prevent closing their windows when the last tab is closed (inadvertently). I hope Ulaa should get this in too.

    • Microsoft Phone Link

      Does anyone know if you can use Microsoft Phone Link to make calls through Zoho?

    • Voip Phone system that integrates with Zoho

      Just checking to see if anyone could tell me what phone system they are using with Zoho that is on the list of systems that integrate with Zoho.  I use Vonage and have been with them for quite a few years but their service has really gone down hill and

    • Removing Related Modules Lookup Fields Assignment / Relationship

      Issue: When creating a related list, I accidently selected module itself creating a circle reference. See attached. Situation: I wish to relating a custom module called "Phone Calls" to Leads and Contacts. Outcome: 1) I either want to remove the this

    • Multiple email accounts, one phone

      Hi, I have my own businesses that use Zoho mail, now I would like to use zoho mail also for a local charity. But I noticed adding a phone number is compulsory for registering an account, and I only have one phone. This means I can not open an account because my phone number is already in use for another account. Can this be fixed? Thanks Vincent

    • Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI

      Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the

    • Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM

      In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multiple

    • can I link a contacts to multiple accounts

      can I link a contacts to multiple accounts

    • Free webinar! Digitize recruitment and onboarding with Zoho Sign and Zoho Recruit

      Hello, Tired of being buried in onboarding paperwork? With the integration between Zoho Sign and Zoho Recruit, a powerful applicant tracking system, you can digitize and streamline the entire recruitment and onboarding process, all from one platform.

    • Open Activities view.

      I really like the new views for the open and closed activities inside the deals. But when you are in the tab view instead of the column view you can only complete and edit the open activity there isn't the 3 dot option to be able to delete the activ

    • Potentially Outdated and Vulnerable Chromium Engine Installed by Ulaa Browser Installer

      I just installed Ulaa Browser a few minutes ago. Whats My Browser page shows I am using an outdated Chromium engine meaning I might be vulnerable for security exploits that might have got fixed in the new version.

    • Potentially hardcoded list of Browsers to import from (after Ulaa Setup)

      I have just installed Ulaa Browser and found that the list of browser to import data is potentially hardcoded ones rather than looking at the system. I do not have FF, IE and Edge is not my default itself. I would appreciated if Ulaa detected my browsers

    • From Layout to Code: Finding Custom Field IDs in Zoho Projects.

      Hello everyone! Ever found yourself wondering how to get the API names and IDs of custom fields in Zoho Projects while working on custom functions? Here’s a simple and effective way to do it! This method makes it super easy to locate the right field details

    • Can I create multiple Zoho mail accounts?

      Hey there I've searched the FAQ for this but didn't find the answer I was looking for. I like to have a different e-mail address for personal stuff, for creating account on websites, and for online banking / e-commerce. Is it allowed to create three accounts for one person on Zoho? I already have one personal e-mail address, can I sign up two more times from the homepage? Thanks

    • Employee type and source translation

      In Zoho People, when I fill in the employee’s information, there is the option to determine the type of employment (employee type) and the hiring source. Both options ALWAYS appear in English. It is extremely inconvenient to deal with poorly translated

    • Sync Issue Between Zoho Notebook Web App on Firefox (PC) and Android App

      Hi Zoho Notebook Community, I'm facing a sync problem with Zoho Notebook. When I use the web version on Mozilla Firefox browser on my PC, I create and save new notes, and I've synced them successfully. However, these new notes aren't showing up in my

    • Request for Clarity on Timeline for True GPT/Zia Auto-Response Capabilities

      I appreciate Zoho’s steady innovation, but I’m concerned that Desk and Zia remain well behind modern AI capabilities. For years, GPT-based tools have been able to generate and send contextual responses, yet Zoho Desk only supports summarization or suggested

    • Notebook audio recordings disappearing

      I have recently been experiencing issues where some of my attached audio recordings are disappearing. I am referring specifically to ones made within a Note card in Notebook on mobile, made by pressing the "+" button and choosing "Record audio" (or similar),

    • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

      Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

    • Zoho Desk: Q2 2025 | What's New

      Hello everyone, We are excited to announce Zoho Desk's 2025 Autumn updates. This release brings new features and enhancements that improve work management and enable businesses to provide a better overall support experience. Spanning from Zia Agents to

    • Checkboxes not adhering to any policy in mail merge - data from CRM

      I want checkboxes to appear depending on whether the checkbox in the CRM module is ticked or not. However, the tickboxes that appear are either ticked or not, but don't correlate to the actual selections in the CRM module. This is is despite updating

    • Items Landed Cost and Profit?

      Hello, we recently went live with Zoho Inventory, and I have a question about the Landed Cost feature. The FAQ reads: "Tracking the landed cost helps determine the overall cost incurred in procuring the product. This, in turn, helps you to decide the

    • CC and/or BCC users in email templates

      I would like the ability to automatically assign a CC and BCC "User (company employee)" into email templates. Specifically, I would like to be able to add the "User who owns the client" as a CC automatically on any interview scheduled or candidate submitted

    • Create Contract API Endpoint Unclear "inputfields" Requirements

      Hello, I'm trying to create a Deluge function that accepts inputs from a form in Zoho Creator and creates a barebones contract of a given type. See below for the current code, cleaned of authentication information. // Fetch form data // Hidden field client_name

    • Kaizen #46 - Handling Notes through Zoho CRM API (Part 1/2)

      Hello everyone! Welcome back to another week of Kaizen! This week, we will discuss Handling Notes through Zoho CRM API. What will you learn from this post? Notes in Zoho CRM Working with Notes through Notes APIs 1. Notes in Zoho CRM 1a. Why add Notes to records? Notes are a great way to summarize your observations on customer and prospect interactions and outcomes. By saving notes as CRM data, a sales rep will always be able to keep track of how a sale is progressing. To know more about notes in

    • Marketer's Space - Why email marketing matters in ecommerce (and how to get started with Zoho Campaigns)

      Hello Marketers, Welcome to this week's Marketer's space post. Today, we'll discus why email marketing matters in ecommerce businesses. Running an online store is exciting but challenging. If you're running an online store, you've probably experienced

    • Zoho Campaigns Event timestamps do not propagate to Zoho CRM

      We have integrated Zoho CRM and Zoho Campaigns. But when looking at Contact records, the Campaign event data is missing the actual timestamps: especially when a particular email was sent. They're not in the Campaigns related list, and the cannot be found

    • Kaizen #121 : Customize List Views using Client Script

      Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss how to customize List Views using Client Script. This post will answer the questions Ability to remove public views by the super admin in the Zoho CRM and Is

    • Next Page