![]() ![]() ![]() Code language: JSON / JSON with Comments ( json ) To verify, I sent another request to the Zoho CRM API using a curl request (I also explain how to set this up in my Zoho CRM Crash Course below) and received the following information for the Visits module. We can see that the API name we are looking for is Actions_Performed under the Visits module. Get the API names of all the related lists for Visits. Inside the API names settings, go to Visits. We want to find the API name for the Actions Performed related list. To the best of my understanding, you can use this structure to infer pretty much ALL the information associated with a given record in Zoho CRM.ġ Do I need information about the current record, or a related record?Ģ If it is a related record, what is the API name to use inside getRelatedRecords method?ģ To drill down further into the related record, go back to Step 1 □ And we need to find a related list Important: note that the screenshot tells us that the information we are looking at is actually a Related List of the Visits module. So a couple of things have become clear – the “parent” module is now “Visits” and not “Leads”. We would like to also drill down into each of these list items and get their information. There are 4 column names – Action Type, Actions, Time Spent and Action Performed Time. Here is the actual list of actions performed. The tab on the top changes to “Visits”, and there is a list of entries corresponding to each page which was visited. When you click on one of the Visits, you notice two things. However, we also would like to see individual Actions for each Visit. So we know that the outer API call is correct. This is quite important in Zoho – the documentation is often all over the place, so it is best that you find different ways of getting to the same information as a way to cross-verify what you are doing. But what I am explaining here is multiple ways to confirm and verify that you are on the right track. In case you are wondering how I knew it was the Visits – Zoho Livedesk, you can actually get this information by looking at the Zoho CRM API call for getting the “metadata” of related listsĪs you can see, whatever shows up as Visits – Zoho SalesIQ inside the CRM actually has an API name of Visits_Zoho_Livedeskīy the way, I could have gotten the API name of the SalesIQ Visits by simply looking at the JSON data in the last screenshot. Get the appropriate API name (make sure to use the value on the right, which is the actual name, and not the one on the left, which is the user-friendly name). Once you click on the Leads module, click on the Related List from the dropdown. ![]() How do I know that I should use Visits_Zoho_Livedesk?Ĭlick on the Leads module (which is the parent module for us) The record_id is the input parameter as you can see from the earlier screenshot. ![]() You should of course modify it to make it do something useful for your use case.Īs you can see, first we called (‘Visits_Zoho_Livedesk’,’Leads’,record_id) and pass in the lead’s ID as the record. This script only shows you how to access the relevant information. Return visit_records Code language: JavaScript ( javascript ) Info '-:Action Info:-' Īctions_performed_info = ( 'Actions_Performed', 'Visits',visit_id) įor each action_performed_info in actions_performed_info Here is the Deluge script visit_records = ( 'Visits_Zoho_Livedesk', 'Leads',record_id) Īction_info = ( "Visits",visit_id) The parameter which must be passed to the lead must be the lead’s record id. Here, the GetCustomActions button has been added to the Details page inside the Leads module. You can follow this method and get the information for all the related lists associated with your lead (or contact, or account etc).įirst, create a button for the Leads in the Details page. In my case, I am interested in getting information about Visits for users of my BotFlo app. If you use Zoho CRM, you can actually get all the information associated with a given lead by following a simple script. ![]()
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