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 Request Client), the new way of making any API call in Client Script with one simple syntax!
What is ZRC?
ZRC (Zoho Request Client) is a built-in SDK that simplifies making API calls in Client Script. It uses one simple and consistent syntax to handle,
- CRM APIs
- Connection requests
- Public APIs .
There is no setup or configuration needed, making API calls hassle free.
ZRC is now available for use in Client Script, helping you build faster with less effort.
Why use ZRC?
APIs serve as the backbone for customizing Zoho CRM, powering vital tasks like updating records, adding leads, and integrating with external services. For developers, working with these APIs has not always been simple. Each type of API, whether internal CRM APIs, Connection APIs, or external APIs, requires different methods and boilerplate codes, which creates friction and slows down building solutions. Here comes ZRC to address this by handling authentication, supporting all CRM API versions, and managing requests and responses automatically, so developers can focus on building meaningful solutions.
Here is why ZRC is a game changer for scripting in Zoho CRM:
Supports Any CRM API Version
With ZRC, you can use any version of the CRM APIs, even the latest ones like v7 and v8.
Self domain calls
For CRM API calls, ZRC requires only the API endpoint without specifying the domain. This enables usage across different domains and simplifies API calls.
Unified Syntax for All Calls
Whether it is a CRM API, a custom Connection, or an external public API, all calls follow the same simple syntax.
No Authentication Needed for Same CRM Org
You do not have to worry about tokens or domain configurations. Just pass the endpoint, ZRC takes care of authentication behind the scenes.
Smart JSON Handling
ZRC automatically handles JSON responses. There is no need to manually stringify or parse response objects.
Async/Await & Clean Code
Write clean, modern code with full support for async/await and promise chains using `.then().catch().`
Let us see how to use ZRC to make API calls for different scenarios.
Use Cases
1. CRM API Use Case - Automate Call Notes and create Task with one click
At Zylker, a custom button “Log Call Attempt” should prompt the user to enter call details, save them as a Note on the Lead, update the Lead_Status to “Contacted”, and create a follow-up task for the next day, streamlining the process and reducing errors.
2. Connection based Use Case - Export Subform Data to Zoho Sheet via API
At Zylker Finance, users maintain multiple loan options under each lead using a subform in Zoho CRM. The Admin requires the ability to export these subform rows to Zoho Sheet via API. This export should allow structured data transfer for further analysis, comparison, and reporting, all without manual copying or downloading.
3. Public API - Instantly retrieve real-time gold prices and perform currency conversions directly within the CRM interface
At Zylker, a gold jewelry company using Zoho CRM, the Admin needs the ability to instantly retrieve real time gold prices and perform currency conversions directly within the CRM interface without switching to external tools or websites.
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