SQL Server / Zoho CRM REST APIs / Send GDPR-related data
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-- Important: See this note about string length limitations for strings returned by sp_OAMethod calls.
--
CREATE PROCEDURE ChilkatSample
AS
BEGIN
DECLARE @hr int
DECLARE @iTmp0 int
-- Important: Do not use nvarchar(max). See the warning about using nvarchar(max).
DECLARE @sTmp0 nvarchar(4000)
-- This example assumes the Chilkat API to have been previously unlocked.
-- See Global Unlock Sample for sample code.
DECLARE @http int
EXEC @hr = sp_OACreate 'Chilkat.Http', @http OUT
IF @hr <> 0
BEGIN
PRINT 'Failed to create ActiveX component'
RETURN
END
DECLARE @success int
-- Use this online tool to generate code from sample JSON: Generate Code to Create JSON
-- The following JSON is sent in the request body.
-- {
-- "data": [
-- {
-- "from": {
-- "user_name": "Patricia Boyle",
-- "email": "p.boyle@abc.com"
-- },
-- "to": [
-- {
-- "user_name": "user1",
-- "email": "user1email@zoho.com"
-- }
-- ],
-- "subject": "Mail subject",
-- "content": "<br><a href=\"${ConsentForm.en_US}\" id=\"ConsentForm\" class=\"en_US\" target=\"_blank\">Consent form link</a><br><br><br><br><br><h3><span style=\"background-color: rgb(254, 255, 102)\">REGARDS,</span></h3><div><span style=\"background-color: rgb(254, 255, 102)\">AZ</span></div><div><span style=\"background-color: rgb(254, 255, 102)\">ADMIN</span></div> <div></div>",
-- "consent_email": true,
-- "mail_format": "html",
-- "data_subject_request": {
-- "id": "{{data_subject_request_id}}",
-- "type": "access"
-- }
-- }
-- ]
-- }
DECLARE @json int
EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @json OUT
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].from.user_name', 'Patricia Boyle'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].from.email', 'p.boyle@abc.com'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].to[0].user_name', 'user1'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].to[0].email', 'user1email@zoho.com'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].subject', 'Mail subject'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].content', '<br><a href="${ConsentForm.en_US}" id="ConsentForm" class="en_US" target="_blank">Consent form link</a><br><br><br><br><br><h3><span style="background-color: rgb(254, 255, 102)">REGARDS,</span></h3><div><span style="background-color: rgb(254, 255, 102)">AZ</span></div><div><span style="background-color: rgb(254, 255, 102)">ADMIN</span></div> <div></div>'
EXEC sp_OAMethod @json, 'UpdateBool', @success OUT, 'data[0].consent_email', 1
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].mail_format', 'html'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].data_subject_request.id', '{{data_subject_request_id}}'
EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'data[0].data_subject_request.type', 'access'
-- Adds the "Authorization: Bearer <access_token>" header.
EXEC sp_OASetProperty @http, 'AuthToken', '<access_token>'
DECLARE @resp int
EXEC @hr = sp_OACreate 'Chilkat.HttpResponse', @resp OUT
EXEC sp_OAMethod @http, 'HttpJson', @success OUT, 'POST', 'https://domain.com/crm/v2.1/Leads/{{record_id}}/actions/send_mail', @json, 'application/json', @resp
IF @success = 0
BEGIN
EXEC sp_OAGetProperty @http, 'LastErrorText', @sTmp0 OUT
PRINT @sTmp0
EXEC @hr = sp_OADestroy @http
EXEC @hr = sp_OADestroy @json
EXEC @hr = sp_OADestroy @resp
RETURN
END
EXEC sp_OAGetProperty @resp, 'StatusCode', @iTmp0 OUT
PRINT @iTmp0
EXEC sp_OAGetProperty @resp, 'BodyStr', @sTmp0 OUT
PRINT @sTmp0
EXEC @hr = sp_OADestroy @http
EXEC @hr = sp_OADestroy @json
EXEC @hr = sp_OADestroy @resp
END
GO
Curl Command
curl -X POST
-H "Authorization: Bearer <access_token>"
-d '{
"data": [
{
"from": {
"user_name": "Patricia Boyle",
"email": "p.boyle@abc.com"
},
"to": [
{
"user_name": "user1",
"email": "user1email@zoho.com"
}
],
"subject": "Mail subject",
"content": "<br><a href=\"${ConsentForm.en_US}\" id=\"ConsentForm\" class=\"en_US\" target=\"_blank\">Consent form link</a><br><br><br><br><br><h3><span style=\"background-color: rgb(254, 255, 102)\">REGARDS,</span></h3><div><span style=\"background-color: rgb(254, 255, 102)\">AZ</span></div><div><span style=\"background-color: rgb(254, 255, 102)\">ADMIN</span></div> <div></div>",
"consent_email": true,
"mail_format": "html",
"data_subject_request": {
"id": "{{data_subject_request_id}}",
"type": "access"
}
}
]
}'
https://domain.com/crm/v2.1/Leads/{{record_id}}/actions/send_mail
Postman Collection Item JSON
{
"name": "Send GDPR-related data",
"request": {
"auth": {
"type": "bearer",
"bearer": [
{
"key": "token",
"value": "{{access-token}}",
"type": "string"
}
]
},
"method": "POST",
"header": [
],
"body": {
"mode": "raw",
"raw": "{\n \"data\": [\n {\n \"from\": {\n \"user_name\": \"Patricia Boyle\",\n \"email\": \"p.boyle@abc.com\"\n },\n \"to\": [\n {\n \"user_name\": \"user1\",\n \"email\": \"user1email@zoho.com\"\n }\n ],\n \"subject\": \"Mail subject\",\n \"content\": \"<br><a href=\\\"${ConsentForm.en_US}\\\" id=\\\"ConsentForm\\\" class=\\\"en_US\\\" target=\\\"_blank\\\">Consent form link</a><br><br><br><br><br><h3><span style=\\\"background-color: rgb(254, 255, 102)\\\">REGARDS,</span></h3><div><span style=\\\"background-color: rgb(254, 255, 102)\\\">AZ</span></div><div><span style=\\\"background-color: rgb(254, 255, 102)\\\">ADMIN</span></div> <div></div>\",\n \"consent_email\": true,\n \"mail_format\": \"html\",\n \"data_subject_request\": {\n \"id\": \"{{data_subject_request_id}}\",\n \"type\": \"access\"\n }\n }\n ]\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{api-domain}}/crm/v2.1/Leads/{{record_id}}/actions/send_mail",
"host": [
"{{api-domain}}"
],
"path": [
"crm",
"v2.1",
"Leads",
"{{record_id}}",
"actions",
"send_mail"
]
},
"description": "Use the following keys when you have enabled GDPR compliance settings, and want to send an email asking for the user's consent or request data. Note that it is mandatory to send the consent form in the email's \"content\" key, when you ask for the lead's/contact's consent.\n\n"
},
"response": [
{
"name": "OAUTH_SCOPE_MISMATCH",
"originalRequest": {
"method": "POST",
"header": [
],
"body": {
"mode": "raw",
"raw": "{\n \"data\": [\n {\n \"from\": {\n \"user_name\": \"Patricia Boyle\",\n \"email\": \"p.boyle@abc.com\"\n },\n \"to\": [\n {\n \"user_name\": \"user1\",\n \"email\": \"user1email@zoho.com\"\n }\n ],\n \"subject\": \"Mail subject\",\n \"content\": \"<br><a href=\\\"${ConsentForm.en_US}\\\" id=\\\"ConsentForm\\\" class=\\\"en_US\\\" target=\\\"_blank\\\">Consent form link</a><br><br><br><br><br><h3><span style=\\\"background-color: rgb(254, 255, 102)\\\">REGARDS,</span></h3><div><span style=\\\"background-color: rgb(254, 255, 102)\\\">AZ</span></div><div><span style=\\\"background-color: rgb(254, 255, 102)\\\">ADMIN</span></div> <div></div>\",\n \"consent_email\": true,\n \"mail_format\": \"html\",\n \"data_subject_request\": {\n \"id\": \"{{data_subject_request_id}}\",\n \"type\": \"access\"\n }\n }\n ]\n}",
"options": {
"raw": {
"language": "json"
}
}
},
"url": {
"raw": "{{api-domain}}/crm/v2.1/Leads/{{record_id}}/actions/send_mail",
"host": [
"{{api-domain}}"
],
"path": [
"crm",
"v2.1",
"Leads",
"{{record_id}}",
"actions",
"send_mail"
]
}
},
"status": "Unauthorized",
"code": 401,
"_postman_previewlanguage": "json",
"header": [
{
"key": "Server",
"value": "ZGS"
},
{
"key": "Date",
"value": "Thu, 13 May 2021 08:21:44 GMT"
},
{
"key": "Content-Type",
"value": "application/json;charset=utf-8"
},
{
"key": "Content-Length",
"value": "113"
},
{
"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-cache"
},
{
"key": "Expires",
"value": "Thu, 01 Jan 1970 00:00:00 GMT"
},
{
"key": "X-Frame-Options",
"value": "SAMEORIGIN"
},
{
"key": "X-Download-Options",
"value": "noopen"
}
],
"cookie": [
],
"body": "{\n \"code\": \"OAUTH_SCOPE_MISMATCH\",\n \"details\": {},\n \"message\": \"invalid oauth scope to access this URL\",\n \"status\": \"error\"\n}"
}
]
}
