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. JoelWhere 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 googlingWhat scope to use to get id_token in response in OAuth
I have generated client id and secret using https://accounts.zoho.com/developerconsole. While making a oauth request without passing a scope in the query params, therefore after making the access token request, i am able to get id_token along with access_token in the response, but when using the scope parameter, id_token is not received. Please specify which scope value to be use to get the id_token in the response. Note: I need the scope value as, because of the issue raised https://help.zoho.com/portal/community/topic/unable-to-configure-more-then-one-redirect-urls-for-oauthIssue with Java SDK Notes
Hi, I'm facing an issue when trying to iterate through retrieved Notes. Facing Exception: java.lang.ClassCastException: class com.zoho.crm.library.crud.ZCRMRecord cannot be cast to class com.zoho.crm.library.crud.ZCRMNote (com.zoho.crm.library.crud.ZCRMRecord and com.zoho.crm.library.crud.ZCRMNote are in unnamed module of loader 'app') Line highlighted BLUEbelow is where the stack trace is saying the error is. This is a list of <ZCRMNote> retreived from Zoho, so I don't understand why it is suggestingZOHO.embeddedApp.on("PageLoad" ) is not working in Telephony widget
the pageLoad event is triggered when first opening the zoho crm. never not triggered again . I am testing it in sandbox environment with chrome . ZohoEmbededAppSDK.min.js version is v1.0.5. the code is following. ZOHO.embeddedApp.on("PageLoad",function(data){ console.log(">>>>Page Loaded"); }) ZOHO.embeddedApp.init() .then(function(){ })Zoho Vertical Console Limitations
Hello there, At a glance, the developer console shows a lot fewer features than Zoho CRM. We are planning on developing a Vertical but we have some questions first regarding limitations. 1. Which Zoho apps can be integrated with the Vertical? Zoho Social Zoho Campaigns Zoho Sign Zoho SalesIQ Zoho Docs 2. Do customers have access to a Vertical Mobile App on iOS or Android stores? If yes, is it Zoho Branded or White Label? 3. Does Vertical CRM offer Workflows with multiple rules? We have more questionsConnecting Vertical CRM to Zoho Books
Getting this error message below when trying to connect and test Vertical CRM to Zoho Books "This user belongs to multiple organizations, hence the parameter CompanyID/CompanyName is required for associating this user to a specific organization" Do I need to set up a new trial of Zoho Books to get this to work?Mobile Optimised CRM Widgets
Hi, Hoping for any advice you can share on what I'm trying to create. I'd like to make a widget including the Google Map API using the Zoho JS SDK. This widget will be accessed mainly by mobile users, so I would like to keep it out of the CRM itself so that it will be properly accessible/optimised, but while still using the SDK to link back to CRM and management authentication. Is this possible? If there's a better way to manage what I'm looking for please let me know! Thanks, ConanZoho CRM Embedded JS SDK
I am super excited that our Telephony widget has finally made its way to the main app, and no longer requires accessing it from 'crmplugins.zoho.com'. Thanks Zoho Developer Team. On to my questions, first, our telephony widget has been working great for nearly a year now I think, and I am planning to update the Embedded JS SDK version to 1.0 but was wondering if there are any breaking changes I need to be aware of? Second, I was hoping to start logging the outgoing calls and SMS and was wonderingZoho Developer Vertical CRM - Add Module
Ive just started to play around with Zoho Developer and Vertical CRM. I am trying to Add a custom module but when I click Modules from the menu on the left hand side - The menu pane disappears and I just get blank screen as per screenshot below with no option to add. What am I doing wrong?Introducing Zoho Developer: An exclusive developer space to expand the functionality of Zoho products.
We're pleased to announce a brand new, cost-free addition to the Zoho family: Zoho Developer. This new suite of tools will help our independent partners grow their businesses by building extensions and integrations for many of Zoho's cloud-based business apps. The Developer Console is a comprehensive toolbox that includes all the components needed to build powerful extensions and third-party integrations. By creating pre-built, modular software components, developers can either extend the core functionalityGetting Authentication error during execution of custom function
I am trying to write below custom function for automated workflow in my developer edition for trial version which triggers it (Removed create Record logic below) leadDetails = zoho.crm.getRecords("Leads"); info leadDetails; I tried to execute it for test. It throws authentication error. {"code":"AUTHENTICATION_FAILURE","details":{},"message":"Authentication failed","status":"error"} It works fine if I use it in trial version. Is the command different for developer? I will appreciate the help.How to add a button in a form apart from submit/reset buttons?
I have a small task. 1) For a multi-line field in my form, I need a button adjacent to it. This button when clicked should run a script and capture the data as input into the field. How can this be done? 2) The script should run a stored executable jar file. Is it possible in zoho, kindly help. Thanks.Update Event on Zoho PhP SDK v2
Hi there, I am using php sdk and configured it successfully. Getting Events on my screen, Now I want update Events through event ID, I am not able to get an method How Can I update events. $entityId ="869559000039430002"; $apiResponse=ZCRMModule::getInstance('Events')->getRecord($entityId); $record = $apiResponse->getData(); $update_data = array( 'Notify Staff' => 'true' ); $response = $zoho_api->update_record($module, $record_id, (array($update_data))); Please help me on this. Thanks!CRON SERVER SIDE USING API OAUTH 2
Hi, Im developing an asp.net application,it works like a CRON JOB and i need get the authorization request without do interaction in the web browser. Self Client code expire in 10 min. Thanks.CRM - Using Deluge to populate field on CREATE.
Can someone please give me the example syntax in a Deluge function for the following? I am able to create a Workflow rule on EDIT which populates a field on a record based on some logic. But I cannot figure out how to do the same thing on CREATE. I suppose the reason for it not working on CREATE is at the time of the new record being added, that record does not yet have an ID. Therefore, there is no way to populate values in a map and do an Update, because that new record does not exist yet. Am Iregister event listener ZOHO.embeddedApp.on("PageLoad")
I am try to develeop an extension and I need to get selected Contact records on a custom widget I am using google chrome browser the below function is not working <script> ZOHO.embeddedApp.on("PageLoad",function(data){ console.log(data); }) </script> and below is working <script> ZOHO.embeddedApp.init() </script So my question is Why the ZOHO.embeddedApp.on("PageLoad") is not working although the ZOHO.embeddedApp.init() working. Also I am open other solutions to get selected Contact recordsBluepring available in Vertical CRM?
Hi! We are starting to build a CRM for our Vertical and can´t find the option for Blueprint. We see it in the non-Vertical Zoho CRM but not in the Vertical Zoho CRM. Any help is greatly appreciatedHow to get data from custom module in Zoho CRM by API?
Hello everyone, Today, I feel happy because I add new module success. Then I must have next step: How to fetch data from a custom module? For example,I create a new custom module named "Potentials", I try to fetch data by: https://crm.zoho.com/crm/private/xml/Potentials/getRecords?authtoken=my_token_string&scope=crmapi but it isn't success (It return data from a difference built-in module). Please help me! Thank you!Zoho CRM API issue - The underlying connection was closed: an unexpected error occurred on a receive
We have a .NET 4.0 custom Windows desktop application which is making Zoho CRM API calls. We intermittently get this error when calling the Zoho CRM API: the underlying connection was closed: an unexpected error occurred on a receive It does not appear specific to any particular call and it seems very random. A lot of Google searching seems to point to TLS version, but Zoho has not yet forced requirement of TLS 1.2. So we believe this is not the issue. We are also not exceeding our API call limits.ERROR_invalid_client in Oauth process
Hi there, I'm tring to create an app for Zoho CRM but I have a problem during the authentication flow. In the first part of my development I created the OAuth app in the same account that required the permission. The Oauth flow seems correct, after the call I'm able to make call to Zoho CRM with the access token and also able to refresh the token using the refresh token too. After a lot of tries I moved the OAuth app on a different developer account (recreate the app) and of course I changed allCan I use subforms in developer edition?
I can not find a subform on layout editor. Is it still not available?Developer Changes Don't Populate In Sandbox
I'm not sure if there is a trick to this, but I've created a new module in developer with some custom fields. The module shows up, and I can create records, but none of my custom fields show, it only shows the stock fields that are added to a custom module.Creator API - Access subform field values
Is there a method to get subform field values using the Creator API?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! KimAn 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 somethingAdding 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 theRingCentral Intergration Fax
Hello Zoho Community , I recently intergrated with ring central with zoho crm. Ring central is a fully loaded buisness VOIP and Fax system , however I think there should be a button in Zoho to allow users to fax out the same way users are able to fax out on the ring central web application. Myself and many other users are industries that communicate through fax. Its such a burden to have to download pdf and then send manually. If possible an activiity log built in to the module as well would beDeveloper 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><FLTelephony 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 isUnable 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 CRMWebtab 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? ThanksNext Page
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