It’s a little tricky to create the exact parameter string the crm API is looking for. Refer to the API 2.0 documentation for more details: Elements of different data-types can be accommodated in the same list if the list is not restricted to a specific data. A list can be specified, but please note that it will be considered as an individual element in the parent list. Replace url with the API URL you need, enter the Request Method type, create your parameter map and refer to the connection name given when you created the connection.Įxample: to insert a Lead record (see below for more info on params) The list variable to which the element will be added. To use the connection within your custom function, drag a “webhook” into the script. Enter a name and Choose the scope (in this example we selected ) so that we can use it for any module in CRM Zoho Creator offers you the flexibility to add new records to your database, in multiple ways.Click Get Started or Add new Connection. Enter Connections! It is soooo easy to set up a “Connection” for the CRM API, and then refer to that connection when invoking the URL – here’s how… With the new API 2.0, this can be a tad more cumbersome to first set up the “Client” get the refresh token and then copy and paste all the long strings into every custom function where you use the API. The only way to do this is to use the Zoho API within the custom function when adding/updating the record and set the trigger to workflow. When writing Custom functions in Zoho CRM, there are times that, when we add or update a record in the custom function, we need to trigger existing workflow.
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