-
staticZOHO.CRM.API.addNotes(config){Promise}
-
Add Notes to a record
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
RecordID |
Long
|
RecordID to associate the notes. |
Title |
String
|
Notes Title. |
Content |
String
|
Notes Content. |
|
Returns:
Type |
Description |
Promise
|
Resolved with notes creation status |
Example
ZOHO.CRM.API.addNotes({Entity:"Leads",RecordID:"1475615000000292033",Title:"Notes Title",Content:"TitleContent"}).then(function(data){
console.log(data);
});
//prints
{
"data": [
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2017-12-20T14:08:56+05:30",
"Modified_By": {
"name": "NareshTesting",
"id": "1000000031157"
},
"Created_Time": "2017-12-20T14:08:56+05:30",
"id": "1000000044101",
"Created_By": {
"name": "NareshTesting",
"id": "1000000031157"
}
},
"message": "record added",
"status": "success"
}
]
}
-
staticZOHO.CRM.API.attachFile(config){Promise}
-
To delink the relation between the records
Name |
Type |
Description |
config |
object
|
Configuration Object
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
RecordID |
String
|
RecordID to associate the notes. |
File |
object
|
File Object
Name |
Type |
Description |
Name |
String
|
File Name |
Content |
object
|
File Content |
|
|
Returns:
Type |
Description |
Promise
|
Resolved user Upload acknowledgement |
Example
ZOHO.CRM.API.attachFile({Entity:"Leads",RecordID:"1000000031092",File:{Name:"myFile.txt",Content:blob}}).then(function(data){
console.log(data);
});
//prints
{
"data": [
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2017-12-20T14:22:30+05:30",
"Modified_By": {
"name": "NareshTesting",
"id": "1000000031157"
},
"Created_Time": "2017-12-20T14:22:30+05:30",
"id": "1000000044106",
"Created_By": {
"name": "NareshTesting",
"id": "1000000031157"
}
},
"message": "attachment uploaded successfully",
"status": "success"
}
]
}
-
staticZOHO.CRM.API.deleteRecord(config){Promise}
-
To delete a record from a module
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
RecordID |
String
|
RecordID to associate the notes. |
|
Returns:
Type |
Description |
Promise
|
Resolved with Response to update record |
Example
ZOHO.CRM.API.deleteRecord({Entity:"Leads",RecordID: "1000000049031"})
.then(function(data){
console.log(data)
})
//prints
{
"data": [
{
"code": "SUCCESS",
"details": {
"id": "3000000040015"
},
"message": "record deleted",
"status": "success"
}
]
}
-
-
To delink the relation between the records
Name |
Type |
Description |
config |
object
|
Configuration Object
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
RecordID |
String
|
RecordID to associate the notes. |
RelatedListName |
String
|
SysRefName of the relatedList. |
RelatedRecordID |
String
|
Related Record ID |
|
Returns:
Type |
Description |
Promise
|
Resolved user matching userID |
Example
ZOHO.CRM.API.delinkRelatedRecord({Entity:"Leads",RecordID:"1000000079113",RelatedList:"Campaigns",RelatedRecordID:"1000000080041"})
.then(function(data){
console.log(data)
})
//prints
{
"data": [
{
"code": "SUCCESS",
"details": {
"id": "3000000040055"
},
"message": "record deleted",
"status": "success"
}
]
}
-
staticZOHO.CRM.API.getAllProfiles(){Promise}
-
To get all the profiles in the app
Returns:
Type |
Description |
Promise
|
Resolved with all the profiles present in the app |
Example
ZOHO.CRM.API.getAllProfiles().then(function(data){
console.log(data);
});
//prints
{
"profiles": [
{
"created_time": null,
"modified_time": null,
"name": "Administrator",
"modified_by": null,
"description": "This profile will have all the permissions. Users with Administrator profile will be able to view and manage all the data within the organization *. * account by default.",
"id": "12000000029855",
"category": false,
"created_by": null
},
{
"created_time": null,
"modified_time": null,
"name": "Standard",
"modified_by": null,
"description": "This profile will have all the permissions except administrative privileges.",
"id": "12000000029858",
"category": false,
"created_by": null
},
{
"created_time": "2018-02-05T14:20:38+05:30",
"modified_time": "2018-02-05T17:44:58+05:30",
"name": "TestUser",
"modified_by": {
"name": "Arun ",
"id": "12000000032013"
},
"description": "TestUser API",
"id": "12000000033045",
"category": true,
"created_by": {
"name": "Arun ",
"id": "12000000032013"
}
}
]
}
-
staticZOHO.CRM.API.getAllRecords(config){Promise}
-
get list of all records in a module
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
sort_order |
String
|
optional
To sort records. allowed values {asc|desc} |
converted |
String
|
optional
To get the list of converted records |
approved |
String
|
optional
To get the list of approved records |
page |
String
|
optional
To get the list of records from the respective pages |
per_page |
String
|
optional
To get the list of records available per page |
|
Returns:
Type |
Description |
Promise
|
Resolved with data of record matching with RecordID |
Example
ZOHO.CRM.API.getAllRecords({Entity:"Leads",sort_order:"asc",per_page:2,page:1})
.then(function(data){
console.log(data)
})
//prints
{
"data": [
{
"Owner": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Company": "Testrec1",
"Email": null,
"Description": null,
"$currency_symbol": "$",
"$photo_id": null,
"Website": null,
"Twitter": null,
"$upcoming_activity": null,
"Salutation": null,
"Last_Activity_Time": "2017-12-16T09:54:37+05:30",
"First_Name": null,
"Full_Name": "Testrec1",
"Lead_Status": null,
"Industry": null,
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Skype_ID": null,
"$converted": false,
"$process_flow": false,
"Phone": null,
"Street": null,
"Zip_Code": null,
"id": "3000000032009",
"Email_Opt_Out": false,
"$approved": true,
"Designation": null,
"$approval": {
"delegate": false,
"approve": false,
"reject": false
},
"Modified_Time": "2017-12-16T09:54:37+05:30",
"Created_Time": "2017-12-16T09:54:37+05:30",
"$converted_detail": {},
"$followed": false,
"$editable": true,
"City": null,
"No_of_Employees": null,
"Mobile": null,
"Last_Name": "Testrec1",
"State": null,
"$status": "cv_1",
"Lead_Source": null,
"Country": null,
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Fax": null,
"Annual_Revenue": null,
"Secondary_Email": null
},
{
"Owner": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Company": "Testrec2",
"Email": null,
"Description": null,
"$currency_symbol": "$",
"$photo_id": null,
"Website": null,
"Twitter": null,
"$upcoming_activity": null,
"Salutation": null,
"Last_Activity_Time": "2017-12-16T09:54:58+05:30",
"First_Name": null,
"Full_Name": "Testrec2",
"Lead_Status": null,
"Industry": null,
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Skype_ID": null,
"$converted": false,
"$process_flow": false,
"Phone": null,
"Street": null,
"Zip_Code": null,
"id": "3000000032091",
"Email_Opt_Out": false,
"$approved": true,
"Designation": null,
"$approval": {
"delegate": false,
"approve": false,
"reject": false
},
"Modified_Time": "2017-12-16T09:54:58+05:30",
"Created_Time": "2017-12-16T09:54:58+05:30",
"$converted_detail": {},
"$followed": false,
"$editable": true,
"City": null,
"No_of_Employees": null,
"Mobile": null,
"Last_Name": "Testrec2",
"State": null,
"$status": "c_1",
"Lead_Source": null,
"Country": null,
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Fax": null,
"Annual_Revenue": null,
"Secondary_Email": null
}
],
"info": {
"per_page": 2,
"count": 2,
"page": 1,
"more_records": true
}
}
-
staticZOHO.CRM.API.getAllUsers(config){Promise}
-
To retrieve list of users in ZohoCRM
Name |
Type |
Description |
config |
object
|
Configuration Object
Name |
Type |
Description |
Type |
String
|
Allowed values "AllUsers | ActiveUsers | DeactiveUsers | ConfirmedUsers | NotConfirmedUsers | DeletedUsers | ActiveConfirmedUsers | AdminUsers | ActiveConfirmedAdmins" |
|
Returns:
Type |
Description |
Promise
|
Resolved List of users matching specified Type |
Example
ZOHO.CRM.API.getAllUsers({Type:"AllUsers"})
.then(function(data){
console.log(data)
})
//prints
{
"users": [
{
"confirm": true,
"full_name": "NareshTesting ",
"role": {
"name": "CEO",
"id": "3000000029719"
},
"territories": [],
"profile": {
"name": "Administrator",
"id": "3000000029725"
},
"last_name": null,
"alias": null,
"id": "3000000031045",
"first_name": "NareshTesting",
"email": "naresh.babu+dev2@zylker.com",
"zuid": "5073288",
"status": "active"
}
],
"info": {
"per_page": 200,
"count": 1,
"page": 1,
"more_records": false
}
}
-
staticZOHO.CRM.API.getOrgVariable(){Promise}
-
get plugins configuration data
Returns:
Type |
Description |
Promise
|
Resolved with Plugin Configuration |
Example
ZOHO.CRM.API.getOrgVariable("variableNamespace").then(function(data){
console.log(data);
});
//prints
{
"Success": {
"Content": "12345"
}
}
-
staticZOHO.CRM.API.getProfile(config){Promise}
-
To get a particular profile's details with ProfileID as input
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
ID |
String
|
ProfileID |
|
Returns:
Type |
Description |
Promise
|
Resolved with the details of the profile for the given ProfileID |
Example
ZOHO.CRM.API.getProfile({ID:"12000000029858"}).then(function(data){
console.log(data);
});
//prints
{
"profiles": [{
"created_time": null,
"modified_time": null,
"permissions_details": [{
"display_label": "Email Integration ( POP3 / IMAP )",
"module": null,
"name": "Crm_Implied_Zoho_Mail_Integ",
"id": "12000000030788",
"enabled": true
},
{
"display_label": "BCC Dropbox",
"module": null,
"name": "Crm_Implied_BCC_Dropbox",
"id": "12000000030752",
"enabled": true
},
{
"display_label": "Show Chat Bar",
"module": null,
"name": "Crm_Implied_Chat_Bar",
"id": "12000000030806",
"enabled": true
},
{
"display_label": null,
"module": null,
"name": "Crm_Implied_Social_Integration",
"id": "12000000030734",
"enabled": false
}
],
"name": "Standard",
"modified_by": null,
"description": "This profile will have all the permissions except administrative privileges.",
"id": "12000000029858",
"category": false,
"created_by": null,
"sections": [{
"name": "template",
"categories": [{
"display_label": "Email & Chat Settings",
"permissions_details": [
"12000000030788",
"12000000030752",
"12000000030806"
],
"name": "email_chat"
},
{
"display_label": "Manage Templates",
"permissions_details": [
"12000000029984",
"12000000029987",
"12000000030698"
],
"name": "template"
}
]
}]
}]
}
-
staticZOHO.CRM.API.getRecord(config){Promise}
-
get all Details of a record
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
RecordID |
String
|
RecordID to associate the notes. |
|
Returns:
Type |
Description |
Promise
|
Resolved with data of record matching with RecordID |
Example
ZOHO.CRM.API.getRecord({Entity:"Leads",RecordID:"1000000030132"})
.then(function(data){
console.log(data)
})
//prints
{
"data": [
{
"Owner": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Company": "ZohoCorp",
"Email": null,
"Description": null,
"$currency_symbol": "$",
"$photo_id": null,
"Website": null,
"Twitter": null,
"$upcoming_activity": null,
"Salutation": null,
"Last_Activity_Time": "2017-12-22T03:27:23+05:30",
"First_Name": null,
"Full_Name": "Naresh",
"Lead_Status": null,
"Industry": null,
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Skype_ID": null,
"$converted": false,
"$process_flow": false,
"Phone": null,
"Street": null,
"Zip_Code": null,
"id": "3000000040016",
"Email_Opt_Out": false,
"$approved": true,
"Designation": null,
"$approval": {
"delegate": false,
"approve": false,
"reject": false
},
"Modified_Time": "2017-12-22T03:27:23+05:30",
"Created_Time": "2017-12-22T03:27:23+05:30",
"$converted_detail": {},
"$followed": false,
"$editable": true,
"City": null,
"No_of_Employees": 0,
"Mobile": null,
"Last_Name": "Naresh",
"State": null,
"$status": "cv_1",
"Lead_Source": null,
"Country": null,
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Fax": null,
"Annual_Revenue": 0,
"Secondary_Email": null
}
]
}
-
-
To retrive related list records
Name |
Type |
Description |
config |
object
|
Configuration Object
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
RecordID |
String
|
RecordID to associate the notes. |
RelatedListName |
String
|
SysRefName of the relatedList. |
|
Returns:
Type |
Description |
Promise
|
Resolved user matching userID |
Example
ZOHO.CRM.API.getRelatedRecords({Entity:"Leads",RecordID:"1000000030132",RelatedList:"Notes"})
.then(function(data){
console.log(data)
})
//prints
{
"data": [
{
"Owner": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Modified_Time": "2017-12-22T03:58:20+05:30",
"$attachments": null,
"Created_Time": "2017-12-22T03:58:20+05:30",
"Parent_Id": {
"name": "Peterson",
"id": "3000000040011"
},
"$editable": true,
"$se_module": "Leads",
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"$size": null,
"$voice_note": false,
"$status": null,
"id": "3000000040059",
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Note_Title": null,
"Note_Content": "Notes2"
},
{
"Owner": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Modified_Time": "2017-12-22T03:58:16+05:30",
"$attachments": null,
"Created_Time": "2017-12-22T03:58:16+05:30",
"Parent_Id": {
"name": "Peterson",
"id": "3000000040011"
},
"$editable": true,
"$se_module": "Leads",
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"$size": null,
"$voice_note": false,
"$status": null,
"id": "3000000040055",
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Note_Title": null,
"Note_Content": "Notes1"
}
],
"info": {
"per_page": 200,
"count": 2,
"page": 1,
"more_records": false
}
}
-
staticZOHO.CRM.API.getUser(config){Promise}
-
To retrieve list of users in ZohoCRM
Name |
Type |
Description |
config |
object
|
Configuration Object
Name |
Type |
Description |
ID |
String
|
UserID |
|
Returns:
Type |
Description |
Promise
|
Resolved user matching userID |
Example
ZOHO.CRM.API.getUser({ID:"3000000029719"})
.then(function(data){
console.log(data)
})
//prints
{
"users": [
{
"country": null,
"role": {
"name": "CEO",
"id": "3000000029719"
},
"customize_info": {
"notes_desc": null,
"show_right_panel": null,
"bc_view": null,
"show_home": false,
"show_detail_view": true,
"unpin_recent_item": null
},
"city": null,
"signature": null,
"name_format": "Salutation,First Name,Last Name",
"language": "en_US",
"locale": "en_US",
"personal_account": true,
"ntc_notification_type": [
3000000020985,
3000000020988,
3000000020991,
3000000020994,
3000000020997,
3000000021012,
3000000021003,
3000000021006,
3000000021009,
3000000021078,
3000000021072,
3000000021075,
3000000021069,
3000000021081,
3000000021084,
3000000021087
],
"default_tab_group": "0",
"street": null,
"alias": null,
"theme": {
"normal_tab": {
"font_color": "#FFFFFF",
"background": "#222222"
},
"selected_tab": {
"font_color": "#FFFFFF",
"background": "#222222"
},
"new_background": null,
"background": "#F3F0EB",
"screen": "fixed",
"type": "default"
},
"id": "3000000031045",
"state": null,
"country_locale": "en_US",
"fax": null,
"first_name": "NareshTesting",
"email": "naresh.babu+dev2@zylker.com",
"telephony_enabled": false,
"imap_status": false,
"zip": null,
"decimal_separator": "en_US",
"website": null,
"time_format": "hh:mm a",
"profile": {
"name": "Administrator",
"id": "3000000029725"
},
"mobile": null,
"last_name": null,
"time_zone": "Asia/Kolkata",
"zuid": "5073288",
"confirm": true,
"rtl_enabled": false,
"full_name": "NareshTesting ",
"ezuid": "6ca2127e9d60c217",
"territories": [],
"phone": null,
"dob": null,
"date_format": "MM/dd/yyyy",
"ntc_enabled": true,
"status": "active"
}
]
}
-
staticZOHO.CRM.API.insertRecord(config){Promise}
-
Insert record to a modue
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
APIData |
Object
|
RecordID to associate the notes. |
|
Returns:
Type |
Description |
Promise
|
Resolved with response data |
Examples
var recordData = {
"Company": "Zylker",
"Last_Name": "Peterson"
}
ZOHO.CRM.API.insertRecord({Entity:"Leads",APIData:recordData}).then(function(data){
console.log(data);
});
//prints
{
"data": [
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2017-12-22T03:24:39+05:30",
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Created_Time": "2017-12-22T03:24:39+05:30",
"id": "3000000040011",
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
}
},
"message": "record added",
"status": "success"
}
]
}
var data = [
{
"Company": "ZohoCorp",
"Last_Name": "Babu"
},
{
"Company": "ZohoCorp",
"Last_Name": "Naresh"
}
];
ZOHO.CRM.API.insertRecord({Entity:"Leads",APIData:data}).then(function(data){
console.log(data);
});
//prints
{
"data": [
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2017-12-22T03:27:23+05:30",
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Created_Time": "2017-12-22T03:27:23+05:30",
"id": "3000000040015",
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
}
},
"message": "record added",
"status": "success"
},
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2017-12-22T03:27:23+05:30",
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Created_Time": "2017-12-22T03:27:23+05:30",
"id": "3000000040016",
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
}
},
"message": "record added",
"status": "success"
}
]
}
-
staticZOHO.CRM.API.searchRecord(config, page, per_page){Promise}
-
To retrieve the records that matches your search criteria
Name |
Type |
Description |
config |
object
|
Configuration Object
Name |
Type |
Description |
Entity |
String
|
SysRefName of module |
Type |
String
|
Allowed values "email|phone|word|criteria" |
Query |
String
|
query String |
|
page |
String
|
Pagination - Page number |
per_page |
String
|
Pagination - per page limit |
Returns:
Type |
Description |
Promise
|
Resolved with search result |
Examples
ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"phone",Query:"123456789"})
.then(function(data){
console.log(data)
})
ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"email",Query:"test@zoho.com"})
.then(function(data){
console.log(data)
})
ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"word",Query:"ZohoCrop"})
.then(function(data){
console.log(data)
})
ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"criteria",Query:"(Company:equals:Zoho)"})
.then(function(data){
console.log(data)
})
ZOHO.CRM.API.searchRecord({Entity:"Leads",Type:"criteria",Query:"((Company:equals:Zoho)or(Company:equals:zylker))"})
.then(function(data){
console.log(data)
})
-
staticZOHO.CRM.API.updateProfile(config){Promise}
-
To update permissions for the given ProfileID
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
ID |
String
|
ProfileID |
APIData |
Object
|
Permission Data (PermissionID : true | false) |
|
Returns:
Type |
Description |
Promise
|
Resolved with a response message (Success or failure ) after updating the permissions |
Example
var permissionData = {
"profiles": [
{
"permissions_details": [
{
"id": "12000000030827",
"enabled": false
},
{
"id": "12000000029879",
"enabled": true
}
]
}
]
}
ZOHO.CRM.API.updateProfile({ID:"12000000033045",APIData:permissionData}).then(function(data){
console.log(data);
});
//prints
{
"profiles": [
{
"code": "SUCCESS",
"details": {},
"message": "profile updated successfully",
"status": "success"
}
]
}
-
staticZOHO.CRM.API.updateRecord(config){Promise}
-
To update a record in a module
Name |
Type |
Description |
config |
Object
|
Configuration Object.
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
APIData |
String
|
Update Record Data. |
|
Returns:
Type |
Description |
Promise
|
Resolved with data of update Record Response |
Example
var config={
Entity:"Leads",
APIData:{
"id": "1000000049031",
"Company": "Zylker",
"Last_Name": "Peterson"
}
}
ZOHO.CRM.API.updateRecord(config)
.then(function(data){
console.log(data)
})
//prints
{
"data": [
{
"code": "SUCCESS",
"details": {
"Modified_Time": "2017-12-22T03:29:57+05:30",
"Modified_By": {
"name": "NareshTesting ",
"id": "3000000031045"
},
"Created_Time": "2017-12-22T03:27:23+05:30",
"id": "3000000040016",
"Created_By": {
"name": "NareshTesting ",
"id": "3000000031045"
}
},
"message": "record updated",
"status": "success"
}
]
}
-
-
To update the relation between the records
Name |
Type |
Description |
config |
object
|
Configuration Object
Name |
Type |
Description |
Entity |
String
|
SysRefName of the module. |
RecordID |
String
|
RecordID to associate the notes. |
RelatedListName |
String
|
SysRefName of the relatedList. |
RelatedRecordID |
String
|
Related Record ID |
APIData |
String
|
Data to be updated in the related record |
|
Returns:
Type |
Description |
Promise
|
Resolved user matching userID |
Example
var APIData = {
Description:"Test description"
}
ZOHO.CRM.API.updateRelatedRecords({Entity:"Leads",RecordID:"1000000079113",RelatedList:"Campaigns",RelatedRecordID:"1000000080041",APIData:APIData})
.then(function(data){
console.log(data)
})
//prints
{
"data":[
{
"code": "SUCCESS",
"details": {
"id": 1000000080041
},
"message": "relation updated",
"status": "success"
}
]
}