Chilkat Online Tools

delphiDll / Zoho CRM REST APIs / Pipeline

Back to Collection Items

var
http: HCkHttp;
success: Boolean;
queryParams: HCkJsonObject;
resp: HCkHttpResponse;
sbResponseBody: HCkStringBuilder;
jResp: HCkJsonObject;
respStatusCode: Integer;
display_value: PWideChar;
default: Boolean;
actual_value: PWideChar;
id: PWideChar;
j: Integer;
count_j: Integer;
sequence_number: Integer;
Name: PWideChar;
Id: PWideChar;
forecast_type: PWideChar;
i: Integer;
count_i: Integer;

begin
// This example assumes the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.

http := CkHttp_Create();

queryParams := CkJsonObject_Create();
CkJsonObject_UpdateString(queryParams,'layout_id','{{layout_id}}');

// Adds the "Authorization: Bearer <access_token>" header.
CkHttp_putAuthToken(http,'<access_token>');

resp := CkHttp_QuickRequestParams(http,'GET','https://domain.com/crm/v2.1/settings/pipeline',queryParams);
if (CkHttp_getLastMethodSuccess(http) = False) then
  begin
    Memo1.Lines.Add(CkHttp__lastErrorText(http));
    Exit;
  end;

sbResponseBody := CkStringBuilder_Create();
CkHttpResponse_GetBodySb(resp,sbResponseBody);

jResp := CkJsonObject_Create();
CkJsonObject_LoadSb(jResp,sbResponseBody);
CkJsonObject_putEmitCompact(jResp,False);

Memo1.Lines.Add('Response Body:');
Memo1.Lines.Add(CkJsonObject__emit(jResp));

respStatusCode := CkHttpResponse_getStatusCode(resp);
Memo1.Lines.Add('Response Status Code = ' + IntToStr(respStatusCode));
if (respStatusCode >= 400) then
  begin
    Memo1.Lines.Add('Response Header:');
    Memo1.Lines.Add(CkHttpResponse__header(resp));
    Memo1.Lines.Add('Failed.');
    CkHttpResponse_Dispose(resp);
    Exit;
  end;
CkHttpResponse_Dispose(resp);

// Sample JSON response:
// (Sample code for parsing the JSON response is shown below)

// {
//   "pipeline": [
//     {
//       "display_value": "Standard (Standard)",
//       "default": false,
//       "maps": [
//         {
//           "display_value": "Qualification",
//           "sequence_number": 1,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Qualification",
//           "id": "738964000000007104",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Needs Analysis",
//           "sequence_number": 2,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Needs Analysis",
//           "id": "738964000000007106",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Value Proposition",
//           "sequence_number": 3,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Value Proposition",
//           "id": "738964000000007108",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Identify Decision Makers",
//           "sequence_number": 4,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Id. Decision Makers",
//           "id": "738964000000007110",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Proposal/Price Quote",
//           "sequence_number": 5,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Proposal/Price Quote",
//           "id": "738964000000007112",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Negotiation/Review",
//           "sequence_number": 6,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Negotiation/Review",
//           "id": "738964000000007114",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Closed Won",
//           "sequence_number": 7,
//           "forecast_category": {
//             "name": "Closed",
//             "id": "738964000000007094"
//           },
//           "actual_value": "Closed Won",
//           "id": "738964000000007116",
//           "forecast_type": "Closed Won"
//         },
//         {
//           "display_value": "Closed Lost",
//           "sequence_number": 8,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost",
//           "id": "738964000000007118",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Closed-Lost to Competition",
//           "sequence_number": 9,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost to Competition",
//           "id": "738964000000007120",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Start",
//           "sequence_number": 10,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Start",
//           "id": "738964000002131043",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Discount Approved",
//           "sequence_number": 11,
//           "forecast_category": {
//             "name": "Closed",
//             "id": "738964000000007094"
//           },
//           "actual_value": "Discount Approved",
//           "id": "738964000002131049",
//           "forecast_type": "Closed Won"
//         },
//         {
//           "display_value": "Discount Rejected",
//           "sequence_number": 12,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Discount Rejected",
//           "id": "738964000002131055",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Contract Sent",
//           "sequence_number": 13,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Contract Sent",
//           "id": "738964000002131061",
//           "forecast_type": "Open"
//         }
//       ],
//       "actual_value": "Standard (Standard)",
//       "id": "738964000001920858"
//     },
//     {
//       "display_value": "sample",
//       "default": true,
//       "maps": [
//         {
//           "display_value": "Qualification",
//           "sequence_number": 1,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Qualification",
//           "id": "738964000000007104",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Needs Analysis",
//           "sequence_number": 2,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Needs Analysis",
//           "id": "738964000000007106",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Value Proposition",
//           "sequence_number": 3,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Value Proposition",
//           "id": "738964000000007108",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Identify Decision Makers",
//           "sequence_number": 4,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Id. Decision Makers",
//           "id": "738964000000007110",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Proposal/Price Quote",
//           "sequence_number": 5,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Proposal/Price Quote",
//           "id": "738964000000007112",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Negotiation/Review",
//           "sequence_number": 6,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Negotiation/Review",
//           "id": "738964000000007114",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Closed Won",
//           "sequence_number": 7,
//           "forecast_category": {
//             "name": "Closed",
//             "id": "738964000000007094"
//           },
//           "actual_value": "Closed Won",
//           "id": "738964000000007116",
//           "forecast_type": "Closed Won"
//         },
//         {
//           "display_value": "Closed Lost",
//           "sequence_number": 8,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost",
//           "id": "738964000000007118",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Closed-Lost to Competition",
//           "sequence_number": 9,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost to Competition",
//           "id": "738964000000007120",
//           "forecast_type": "Closed Lost"
//         }
//       ],
//       "actual_value": "sample",
//       "id": "738964000001920866"
//     }
//   ]
// }

// Sample code for parsing the JSON response...
// Use this online tool to generate parsing code from sample JSON: Generate JSON Parsing Code

i := 0;
count_i := CkJsonObject_SizeOfArray(jResp,'pipeline');
while i < count_i do
  begin
    CkJsonObject_putI(jResp,i);
    display_value := CkJsonObject__stringOf(jResp,'pipeline[i].display_value');
    default := CkJsonObject_BoolOf(jResp,'pipeline[i].default');
    actual_value := CkJsonObject__stringOf(jResp,'pipeline[i].actual_value');
    id := CkJsonObject__stringOf(jResp,'pipeline[i].id');
    j := 0;
    count_j := CkJsonObject_SizeOfArray(jResp,'pipeline[i].maps');
    while j < count_j do
      begin
        CkJsonObject_putJ(jResp,j);
        display_value := CkJsonObject__stringOf(jResp,'pipeline[i].maps[j].display_value');
        sequence_number := CkJsonObject_IntOf(jResp,'pipeline[i].maps[j].sequence_number');
        Name := CkJsonObject__stringOf(jResp,'pipeline[i].maps[j].forecast_category.name');
        Id := CkJsonObject__stringOf(jResp,'pipeline[i].maps[j].forecast_category.id');
        actual_value := CkJsonObject__stringOf(jResp,'pipeline[i].maps[j].actual_value');
        id := CkJsonObject__stringOf(jResp,'pipeline[i].maps[j].id');
        forecast_type := CkJsonObject__stringOf(jResp,'pipeline[i].maps[j].forecast_type');
        j := j + 1;
      end;

    i := i + 1;
  end;

CkHttp_Dispose(http);
CkJsonObject_Dispose(queryParams);
CkStringBuilder_Dispose(sbResponseBody);
CkJsonObject_Dispose(jResp);

Curl Command

curl -G -d "layout_id=%7B%7Blayout_id%7D%7D"
	-H "Authorization: Bearer <access_token>"
https://domain.com/crm/v2.1/settings/pipeline

Postman Collection Item JSON

{
  "name": "Pipeline",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "GET",
    "header": [
    ],
    "url": {
      "raw": "{{api-domain}}/crm/v2.1/settings/pipeline?layout_id={{layout_id}}",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2.1",
        "settings",
        "pipeline"
      ],
      "query": [
        {
          "key": "layout_id",
          "value": "{{layout_id}}"
        }
      ]
    }
  },
  "response": [
    {
      "name": "P1: id",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/settings/pipeline?layout_id=738964000000095023",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "settings",
            "pipeline"
          ],
          "query": [
            {
              "key": "layout_id",
              "value": "738964000000095023"
            }
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 09:48:38 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Transfer-Encoding",
          "value": "chunked"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-store, no-cache, must-revalidate, private"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-13T09:52:40+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4031107"
        },
        {
          "key": "clientsubVersion",
          "value": "113b962796fc62946d9303284a64efab"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "vary",
          "value": "accept-encoding"
        },
        {
          "key": "Content-Encoding",
          "value": "gzip"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        },
        {
          "key": "Strict-Transport-Security",
          "value": "max-age=15768000"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"pipeline\": [\n        {\n            \"display_value\": \"Standard (Standard)\",\n            \"default\": false,\n            \"maps\": [\n                {\n                    \"display_value\": \"Qualification\",\n                    \"sequence_number\": 1,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Qualification\",\n                    \"id\": \"738964000000007104\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Needs Analysis\",\n                    \"sequence_number\": 2,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Needs Analysis\",\n                    \"id\": \"738964000000007106\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Value Proposition\",\n                    \"sequence_number\": 3,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Value Proposition\",\n                    \"id\": \"738964000000007108\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Identify Decision Makers\",\n                    \"sequence_number\": 4,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Id. Decision Makers\",\n                    \"id\": \"738964000000007110\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Proposal/Price Quote\",\n                    \"sequence_number\": 5,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Proposal/Price Quote\",\n                    \"id\": \"738964000000007112\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Negotiation/Review\",\n                    \"sequence_number\": 6,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Negotiation/Review\",\n                    \"id\": \"738964000000007114\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Closed Won\",\n                    \"sequence_number\": 7,\n                    \"forecast_category\": {\n                        \"name\": \"Closed\",\n                        \"id\": \"738964000000007094\"\n                    },\n                    \"actual_value\": \"Closed Won\",\n                    \"id\": \"738964000000007116\",\n                    \"forecast_type\": \"Closed Won\"\n                },\n                {\n                    \"display_value\": \"Closed Lost\",\n                    \"sequence_number\": 8,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost\",\n                    \"id\": \"738964000000007118\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Closed-Lost to Competition\",\n                    \"sequence_number\": 9,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost to Competition\",\n                    \"id\": \"738964000000007120\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Start\",\n                    \"sequence_number\": 10,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Start\",\n                    \"id\": \"738964000002131043\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Discount Approved\",\n                    \"sequence_number\": 11,\n                    \"forecast_category\": {\n                        \"name\": \"Closed\",\n                        \"id\": \"738964000000007094\"\n                    },\n                    \"actual_value\": \"Discount Approved\",\n                    \"id\": \"738964000002131049\",\n                    \"forecast_type\": \"Closed Won\"\n                },\n                {\n                    \"display_value\": \"Discount Rejected\",\n                    \"sequence_number\": 12,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Discount Rejected\",\n                    \"id\": \"738964000002131055\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Contract Sent\",\n                    \"sequence_number\": 13,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Contract Sent\",\n                    \"id\": \"738964000002131061\",\n                    \"forecast_type\": \"Open\"\n                }\n            ],\n            \"actual_value\": \"Standard (Standard)\",\n            \"id\": \"738964000001920858\"\n        },\n        {\n            \"display_value\": \"sample\",\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"display_value\": \"Qualification\",\n                    \"sequence_number\": 1,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Qualification\",\n                    \"id\": \"738964000000007104\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Needs Analysis\",\n                    \"sequence_number\": 2,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Needs Analysis\",\n                    \"id\": \"738964000000007106\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Value Proposition\",\n                    \"sequence_number\": 3,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Value Proposition\",\n                    \"id\": \"738964000000007108\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Identify Decision Makers\",\n                    \"sequence_number\": 4,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Id. Decision Makers\",\n                    \"id\": \"738964000000007110\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Proposal/Price Quote\",\n                    \"sequence_number\": 5,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Proposal/Price Quote\",\n                    \"id\": \"738964000000007112\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Negotiation/Review\",\n                    \"sequence_number\": 6,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Negotiation/Review\",\n                    \"id\": \"738964000000007114\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Closed Won\",\n                    \"sequence_number\": 7,\n                    \"forecast_category\": {\n                        \"name\": \"Closed\",\n                        \"id\": \"738964000000007094\"\n                    },\n                    \"actual_value\": \"Closed Won\",\n                    \"id\": \"738964000000007116\",\n                    \"forecast_type\": \"Closed Won\"\n                },\n                {\n                    \"display_value\": \"Closed Lost\",\n                    \"sequence_number\": 8,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost\",\n                    \"id\": \"738964000000007118\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Closed-Lost to Competition\",\n                    \"sequence_number\": 9,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost to Competition\",\n                    \"id\": \"738964000000007120\",\n                    \"forecast_type\": \"Closed Lost\"\n                }\n            ],\n            \"actual_value\": \"sample\",\n            \"id\": \"738964000001920866\"\n        }\n    ]\n}"
    },
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/settings/pipeline?layout_id=4150868000000091023",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "settings",
            "pipeline"
          ],
          "query": [
            {
              "key": "layout_id",
              "value": "4150868000000091023"
            }
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Mon, 10 May 2021 10:56:06 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Transfer-Encoding",
          "value": "chunked"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
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