Kaizen posts 2023: API series

Kaizen posts 2023: API series

Here is a complete list of Kaizen posts related to APIs published in 2023.

Sl No
Title
Description
1
Scoring Rules - Part -1
Learn about scoring rules and how to create, delete, update and execute scoring rule APIs
2
Scoring Rules - Part -2
Learn about active and deactivate scoring roles, cloning scoring rules and getting a record's scoring rule using API
3
Portal APIs - Part I
Learn about portals in Zoho CRM, and how to fetch, create and update a portal via APIs, and also how to fetch the portal user types, invite users to a portal, and get users of a particular user type via APIs.
4
Portal APIs - Part II
Explore more of Portal APIs: Manage user types & access; create, update, delete; transfer users; change status; delete users from the portal for efficient user management.
5
User's Unavailability APIs
Explore Zoho CRM's User's Unavailability APIs for efficient meeting scheduling. Learn how to mark, update, and delete unavailability periods, and retrieve user availability details via API requests.
6
Multi-select lookup fields in Zoho CRM API
Learn how to add data to multi-select lookup fields in Zoho CRM using the insert records API.
7
OAuth 2.0 FAQs
We have addressed a few frequently-asked questions about OAuth2.0 in this post.
8
COQL API - Part I
You can learn the types of queries supported by the COQL API and when to use them in this first part of COQL API series.
9
COQL API - Part II
Here, we discuss the second part of the field types supported by COQL API with examples.
10
Search API
Take a look at the various supported operators for the Search API and how to utilize them.
11
Multi-user Lookup in API V4
Learn how to add data to multi-select lookup fields in Zoho CRM using the insert records API.
12
This post provides a comprehensive overview on the usage of various APIs related to Assignment Rules in Zoho CRM
13
This post covers various aspects related to CRM Variables and variable groups. It explains their definition, creation, updating, and deletion using both the API and the UI. Additionally, a simple example in Deluge demonstrates the usage of a CRM variable within a function.
14
This post explains in details how credit calculation, concurrency and subconcurrency are implemented in Zoho CRM.
15
Explore the power of Zoho CRM APIs for email management. 
16
Learn about the field trackers for picklists, Appointments Rescheduled History and Deal Stage in Zoho CRM. 
17
Learn about record locking in Zoho CRM, and how to configure record locking using APIs for the supported modules in Zoho CRM.
18
Learn about record locking through APIs in Zoho CRM.



    • Related Articles

    • Kaizen posts 2019: API series

      Here is a complete list of Kaizen posts related to APIs published in 2019. Sl. No. Title Description 1 OAuth2.0 and Self Client API This post covers the OAuth 2.0 protocol and explains how you can make use of Zoho's Self-Client option to authenticate ...

    • Kaizen posts 2022: API series

      Here is a complete list of Kaizen posts related to APIs published in 2022. Sl. No. Title Description 1 Get Records, Search Records, Query and Bulk Read APIs A guide to help you choose between Get Records, Search Records, Query and Bulk Read APIs to ...

    • Kaizen posts 2020: API series

      Here is a complete list of Kaizen posts related to APIs published in 2020. Sl No Title Description 1 Bulk Read API This post explains in detail the Bulk Read API in Zoho CRM. 2 Bulk Write API This post helps you with the step-by-step process of bulk ...

    • Kaizen posts 2023: Functions series

      Here is a complete list of Kaizen posts related to Functions published in 2023. Sl. No. Title Description 1 Email the contact roles of a deal using Functions This post explains how to email contact roles of a deal using functions 2 Functions, ...

    • Kaizen posts 2020: SDK series

      Here is a complete list of Kaizen posts related to SDKs published in 2020. Sl. No. Title Description 1 Java SDK for Self Client This posts helps in the configuration and initialization of Java SDK for self client. 2 Python SDK In this post, you can ...