Chilkat Online Tools

Xojo / Zoho CRM REST APIs / Leads

Back to Collection Items

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

Dim http As New Chilkat.Http
Dim success As Boolean

// Adds the "Authorization: Bearer <access_token>" header.
http.AuthToken = "<access_token>"

Dim sbResponseBody As New Chilkat.StringBuilder
success = http.QuickGetSb("https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint",sbResponseBody)
If (success = False) Then
    System.DebugLog(http.LastErrorText)
    Return
End If

Dim jResp As New Chilkat.JsonObject
success = jResp.LoadSb(sbResponseBody)
jResp.EmitCompact = False

System.DebugLog("Response Body:")
System.DebugLog(jResp.Emit())

Dim respStatusCode As Int32
respStatusCode = http.LastStatus
System.DebugLog("Response Status Code = " + Str(respStatusCode))
If (respStatusCode >= 400) Then
    System.DebugLog("Response Header:")
    System.DebugLog(http.LastHeader)
    System.DebugLog("Failed.")
    Return
End If

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

// {
//   "blueprint": {
//     "process_info": {
//       "field_id": "738964000000000575",
//       "escalation": null,
//       "is_continuous": false,
//       "api_name": "Lead_Status",
//       "continuous": false,
//       "field_label": "Lead Status",
//       "name": "Lead nurturing process",
//       "column_name": "STATUS",
//       "field_value": "-None-",
//       "id": "738964000000293572",
//       "field_name": "Lead Status"
//     },
//     "transitions": [
//       {
//         "next_transitions": [
//           {
//             "name": "Establish contact",
//             "id": "738964000000293593",
//             "type": "manual"
//           },
//           {
//             "name": "No answer",
//             "id": "738964000000293596",
//             "type": "manual"
//           }
//         ],
//         "data": {},
//         "next_field_value": "Not Contacted",
//         "name": "Gather details",
//         "criteria_matched": true,
//         "id": "738964000000293590",
//         "fields": [
//           {
//             "display_label": "message",
//             "data_type": "message",
//             "_type": "messages",
//             "column_name": null,
//             "id": "0",
//             "transition_sequence": 3,
//             "mandatory": false,
//             "layouts": null,
//             "content": "Gather basic details about Lead that you're trying to establish\ncommunication with."
//           },
//           {
//             "system_mandatory": false,
//             "private": null,
//             "webhook": true,
//             "json_type": "string",
//             "crypt": null,
//             "field_label": "Email",
//             "tooltip": null,
//             "created_source": "default",
//             "layouts": {
//               "name": "Standard",
//               "id": "738964000000095055"
//             },
//             "field_read_only": false,
//             "content": null,
//             "display_label": "Email",
//             "ui_type": 25,
//             "validation_rule": null,
//             "read_only": false,
//             "association_details": null,
//             "quick_sequence_number": "4",
//             "currency": {},
//             "id": "738964000000000563",
//             "custom_field": false,
//             "lookup": {},
//             "hipaa_compliance": null,
//             "convert_mapping": {
//               "Contacts": "Email",
//               "Deals": null,
//               "Accounts": null
//             },
//             "visible": false,
//             "length": 100,
//             "column_name": "EMAIL",
//             "_type": "fields",
//             "view_type": {
//               "view": true,
//               "edit": true,
//               "quick_create": true,
//               "create": true
//             },
//             "transition_sequence": 4,
//             "external": null,
//             "api_name": "Email",
//             "unique": {},
//             "history_tracking": false,
//             "data_type": "email",
//             "formula": {},
//             "hipaa_compliance_enabled": false,
//             "decimal_place": null,
//             "multiselectlookup": {},
//             "pick_list_values": [
//             ],
//             "auto_number": {}
//           },
//           {
//             "system_mandatory": false,
//             "private": null,
//             "webhook": true,
//             "json_type": "string",
//             "crypt": null,
//             "field_label": "Phone",
//             "tooltip": null,
//             "created_source": "default",
//             "layouts": {
//               "name": "Standard",
//               "id": "738964000000095055"
//             },
//             "field_read_only": false,
//             "content": null,
//             "display_label": "Phone",
//             "ui_type": 33,
//             "validation_rule": null,
//             "read_only": false,
//             "association_details": null,
//             "quick_sequence_number": "5",
//             "currency": {},
//             "id": "738964000000000565",
//             "custom_field": false,
//             "lookup": {},
//             "hipaa_compliance": null,
//             "convert_mapping": {
//               "Contacts": "Phone",
//               "Deals": null,
//               "Accounts": "Phone"
//             },
//             "visible": false,
//             "length": 30,
//             "column_name": "PHONE",
//             "_type": "fields",
//             "view_type": {
//               "view": true,
//               "edit": true,
//               "quick_create": true,
//               "create": true
//             },
//             "transition_sequence": 5,
//             "external": null,
//             "api_name": "Phone",
//             "unique": {},
//             "history_tracking": false,
//             "data_type": "phone",
//             "formula": {},
//             "hipaa_compliance_enabled": false,
//             "decimal_place": null,
//             "multiselectlookup": {},
//             "pick_list_values": [
//             ],
//             "auto_number": {}
//           },
//           {
//             "system_mandatory": false,
//             "private": null,
//             "webhook": true,
//             "json_type": "string",
//             "crypt": null,
//             "field_label": "City",
//             "tooltip": null,
//             "created_source": "default",
//             "layouts": {
//               "name": "Standard",
//               "id": "738964000000095055"
//             },
//             "field_read_only": false,
//             "content": null,
//             "display_label": "City",
//             "ui_type": 1,
//             "validation_rule": null,
//             "read_only": false,
//             "association_details": null,
//             "currency": {},
//             "id": "738964000000000605",
//             "custom_field": false,
//             "lookup": {},
//             "hipaa_compliance": null,
//             "convert_mapping": {
//               "Contacts": "Mailing_City",
//               "Deals": null,
//               "Accounts": "Billing_City"
//             },
//             "visible": false,
//             "length": 100,
//             "column_name": "CITY",
//             "_type": "fields",
//             "view_type": {
//               "view": true,
//               "edit": true,
//               "quick_create": false,
//               "create": true
//             },
//             "transition_sequence": 6,
//             "external": null,
//             "api_name": "City",
//             "unique": {},
//             "history_tracking": false,
//             "data_type": "text",
//             "formula": {},
//             "hipaa_compliance_enabled": false,
//             "decimal_place": null,
//             "multiselectlookup": {},
//             "pick_list_values": [
//             ],
//             "auto_number": {}
//           }
//         ],
//         "type": "manual",
//         "criteria_message": null,
//         "percent_partial_save": 0,
//         "execution_time": null
//       }
//     ]
//   }
// }

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

Dim next_field_value As String
Dim name As String
Dim criteria_matched As Boolean
Dim id As String
Dim v_type As String
Dim criteria_message As String
Dim percent_partial_save As Int32
Dim execution_time As String
Dim j As Int32
Dim count_j As Int32
Dim display_label As String
Dim data_type As String
Dim column_name As String
Dim transition_sequence As Int32
Dim mandatory As Boolean
Dim layouts As String
Dim content As String
Dim system_mandatory As Boolean
Dim v_private As String
Dim webhook As Boolean
Dim json_type As String
Dim crypt As String
Dim field_label As String
Dim tooltip As String
Dim created_source As String
Dim layoutsName As String
Dim layoutsId As String
Dim field_read_only As Boolean
Dim ui_type As Int32
Dim validation_rule As String
Dim read_only As Boolean
Dim association_details As String
Dim quick_sequence_number As String
Dim custom_field As Boolean
Dim hipaa_compliance As String
Dim Contacts As String
Dim Deals As String
Dim Accounts As String
Dim visible As Boolean
Dim length As Int32
Dim View As Boolean
Dim Edit As Boolean
Dim Quick_create As Boolean
Dim Create As Boolean
Dim external As String
Dim api_name As String
Dim history_tracking As Boolean
Dim hipaa_compliance_enabled As Boolean
Dim decimal_place As String
Dim k As Int32
Dim count_k As Int32

Dim Field_id As String
Field_id = jResp.StringOf("blueprint.process_info.field_id")
Dim Escalation As String
Escalation = jResp.StringOf("blueprint.process_info.escalation")
Dim Is_continuous As Boolean
Is_continuous = jResp.BoolOf("blueprint.process_info.is_continuous")
Dim Api_name As String
Api_name = jResp.StringOf("blueprint.process_info.api_name")
Dim Continuous As Boolean
Continuous = jResp.BoolOf("blueprint.process_info.continuous")
Dim Field_label As String
Field_label = jResp.StringOf("blueprint.process_info.field_label")
Dim Name As String
Name = jResp.StringOf("blueprint.process_info.name")
Dim Column_name As String
Column_name = jResp.StringOf("blueprint.process_info.column_name")
Dim Field_value As String
Field_value = jResp.StringOf("blueprint.process_info.field_value")
Dim Id As String
Id = jResp.StringOf("blueprint.process_info.id")
Dim Field_name As String
Field_name = jResp.StringOf("blueprint.process_info.field_name")
Dim i As Int32
i = 0
Dim count_i As Int32
count_i = jResp.SizeOfArray("blueprint.transitions")
While i < count_i
    jResp.I = i
    next_field_value = jResp.StringOf("blueprint.transitions[i].next_field_value")
    name = jResp.StringOf("blueprint.transitions[i].name")
    criteria_matched = jResp.BoolOf("blueprint.transitions[i].criteria_matched")
    id = jResp.StringOf("blueprint.transitions[i].id")
    v_type = jResp.StringOf("blueprint.transitions[i].type")
    criteria_message = jResp.StringOf("blueprint.transitions[i].criteria_message")
    percent_partial_save = jResp.IntOf("blueprint.transitions[i].percent_partial_save")
    execution_time = jResp.StringOf("blueprint.transitions[i].execution_time")
    j = 0
    count_j = jResp.SizeOfArray("blueprint.transitions[i].next_transitions")
    While j < count_j
        jResp.J = j
        name = jResp.StringOf("blueprint.transitions[i].next_transitions[j].name")
        id = jResp.StringOf("blueprint.transitions[i].next_transitions[j].id")
        v_type = jResp.StringOf("blueprint.transitions[i].next_transitions[j].type")
        j = j + 1
    Wend
    j = 0
    count_j = jResp.SizeOfArray("blueprint.transitions[i].fields")
    While j < count_j
        jResp.J = j
        display_label = jResp.StringOf("blueprint.transitions[i].fields[j].display_label")
        data_type = jResp.StringOf("blueprint.transitions[i].fields[j].data_type")
        v_type = jResp.StringOf("blueprint.transitions[i].fields[j]._type")
        column_name = jResp.StringOf("blueprint.transitions[i].fields[j].column_name")
        id = jResp.StringOf("blueprint.transitions[i].fields[j].id")
        transition_sequence = jResp.IntOf("blueprint.transitions[i].fields[j].transition_sequence")
        mandatory = jResp.BoolOf("blueprint.transitions[i].fields[j].mandatory")
        layouts = jResp.StringOf("blueprint.transitions[i].fields[j].layouts")
        content = jResp.StringOf("blueprint.transitions[i].fields[j].content")
        system_mandatory = jResp.BoolOf("blueprint.transitions[i].fields[j].system_mandatory")
        v_private = jResp.StringOf("blueprint.transitions[i].fields[j].private")
        webhook = jResp.BoolOf("blueprint.transitions[i].fields[j].webhook")
        json_type = jResp.StringOf("blueprint.transitions[i].fields[j].json_type")
        crypt = jResp.StringOf("blueprint.transitions[i].fields[j].crypt")
        field_label = jResp.StringOf("blueprint.transitions[i].fields[j].field_label")
        tooltip = jResp.StringOf("blueprint.transitions[i].fields[j].tooltip")
        created_source = jResp.StringOf("blueprint.transitions[i].fields[j].created_source")
        layoutsName = jResp.StringOf("blueprint.transitions[i].fields[j].layouts.name")
        layoutsId = jResp.StringOf("blueprint.transitions[i].fields[j].layouts.id")
        field_read_only = jResp.BoolOf("blueprint.transitions[i].fields[j].field_read_only")
        ui_type = jResp.IntOf("blueprint.transitions[i].fields[j].ui_type")
        validation_rule = jResp.StringOf("blueprint.transitions[i].fields[j].validation_rule")
        read_only = jResp.BoolOf("blueprint.transitions[i].fields[j].read_only")
        association_details = jResp.StringOf("blueprint.transitions[i].fields[j].association_details")
        quick_sequence_number = jResp.StringOf("blueprint.transitions[i].fields[j].quick_sequence_number")
        custom_field = jResp.BoolOf("blueprint.transitions[i].fields[j].custom_field")
        hipaa_compliance = jResp.StringOf("blueprint.transitions[i].fields[j].hipaa_compliance")
        Contacts = jResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Contacts")
        Deals = jResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Deals")
        Accounts = jResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Accounts")
        visible = jResp.BoolOf("blueprint.transitions[i].fields[j].visible")
        length = jResp.IntOf("blueprint.transitions[i].fields[j].length")
        View = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.view")
        Edit = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.edit")
        Quick_create = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.quick_create")
        Create = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.create")
        external = jResp.StringOf("blueprint.transitions[i].fields[j].external")
        api_name = jResp.StringOf("blueprint.transitions[i].fields[j].api_name")
        history_tracking = jResp.BoolOf("blueprint.transitions[i].fields[j].history_tracking")
        hipaa_compliance_enabled = jResp.BoolOf("blueprint.transitions[i].fields[j].hipaa_compliance_enabled")
        decimal_place = jResp.StringOf("blueprint.transitions[i].fields[j].decimal_place")
        k = 0
        count_k = jResp.SizeOfArray("blueprint.transitions[i].fields[j].pick_list_values")
        While k < count_k
            jResp.K = k
            k = k + 1
        Wend
        j = j + 1
    Wend
    i = i + 1
Wend

Curl Command

curl -X GET
	-H "Authorization: Bearer <access_token>"
https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint

Postman Collection Item JSON

{
  "name": "Leads",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "GET",
    "header": [
    ],
    "url": {
      "raw": "{{api-domain}}/crm/v2/Leads/{{record_id}}/actions/blueprint",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2",
        "Leads",
        "{{record_id}}",
        "actions",
        "blueprint"
      ]
    },
    "description": "To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any)."
  },
  "response": [
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2/Leads/738964000002159001/actions/blueprint",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "738964000002159001",
            "actions",
            "blueprint"
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 06:25:14 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": "2021-05-13T07:21:59+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    \"blueprint\": {\n        \"process_info\": {\n            \"field_id\": \"738964000000000575\",\n            \"escalation\": null,\n            \"is_continuous\": false,\n            \"api_name\": \"Lead_Status\",\n            \"continuous\": false,\n            \"field_label\": \"Lead Status\",\n            \"name\": \"Lead nurturing process\",\n            \"column_name\": \"STATUS\",\n            \"field_value\": \"-None-\",\n            \"id\": \"738964000000293572\",\n            \"field_name\": \"Lead Status\"\n        },\n        \"transitions\": [\n            {\n                \"next_transitions\": [\n                    {\n                        \"name\": \"Establish contact\",\n                        \"id\": \"738964000000293593\",\n                        \"type\": \"manual\"\n                    },\n                    {\n                        \"name\": \"No answer\",\n                        \"id\": \"738964000000293596\",\n                        \"type\": \"manual\"\n                    }\n                ],\n                \"data\": {},\n                \"next_field_value\": \"Not Contacted\",\n                \"name\": \"Gather details\",\n                \"criteria_matched\": true,\n                \"id\": \"738964000000293590\",\n                \"fields\": [\n                    {\n                        \"display_label\": \"message\",\n                        \"data_type\": \"message\",\n                        \"_type\": \"messages\",\n                        \"column_name\": null,\n                        \"id\": \"0\",\n                        \"transition_sequence\": 3,\n                        \"mandatory\": false,\n                        \"layouts\": null,\n                        \"content\": \"Gather basic details about Lead that you're trying to establish\\ncommunication with.\"\n                    },\n                    {\n                        \"system_mandatory\": false,\n                        \"private\": null,\n                        \"webhook\": true,\n                        \"json_type\": \"string\",\n                        \"crypt\": null,\n                        \"field_label\": \"Email\",\n                        \"tooltip\": null,\n                        \"created_source\": \"default\",\n                        \"layouts\": {\n                            \"name\": \"Standard\",\n                            \"id\": \"738964000000095055\"\n                        },\n                        \"field_read_only\": false,\n                        \"content\": null,\n                        \"display_label\": \"Email\",\n                        \"ui_type\": 25,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"quick_sequence_number\": \"4\",\n                        \"currency\": {},\n                        \"id\": \"738964000000000563\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Email\",\n                            \"Deals\": null,\n                            \"Accounts\": null\n                        },\n                        \"visible\": false,\n                        \"length\": 100,\n                        \"column_name\": \"EMAIL\",\n                        \"_type\": \"fields\",\n                        \"view_type\": {\n                            \"view\": true,\n                            \"edit\": true,\n                            \"quick_create\": true,\n                            \"create\": true\n                        },\n                        \"transition_sequence\": 4,\n                        \"external\": null,\n                        \"api_name\": \"Email\",\n                        \"unique\": {},\n                        \"history_tracking\": false,\n                        \"data_type\": \"email\",\n                        \"formula\": {},\n                        \"hipaa_compliance_enabled\": false,\n                        \"decimal_place\": null,\n                        \"multiselectlookup\": {},\n                        \"pick_list_values\": [],\n                        \"auto_number\": {}\n                    },\n                    {\n                        \"system_mandatory\": false,\n                        \"private\": null,\n                        \"webhook\": true,\n                        \"json_type\": \"string\",\n                        \"crypt\": null,\n                        \"field_label\": \"Phone\",\n                        \"tooltip\": null,\n                        \"created_source\": \"default\",\n                        \"layouts\": {\n                            \"name\": \"Standard\",\n                            \"id\": \"738964000000095055\"\n                        },\n                        \"field_read_only\": false,\n                        \"content\": null,\n                        \"display_label\": \"Phone\",\n                        \"ui_type\": 33,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"quick_sequence_number\": \"5\",\n                        \"currency\": {},\n                        \"id\": \"738964000000000565\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Phone\",\n                            \"Deals\": null,\n                            \"Accounts\": \"Phone\"\n                        },\n                        \"visible\": false,\n                        \"length\": 30,\n                        \"column_name\": \"PHONE\",\n                        \"_type\": \"fields\",\n                        \"view_type\": {\n                            \"view\": true,\n                            \"edit\": true,\n                            \"quick_create\": true,\n                            \"create\": true\n                        },\n                        \"transition_sequence\": 5,\n                        \"external\": null,\n                        \"api_name\": \"Phone\",\n                        \"unique\": {},\n                        \"history_tracking\": false,\n                        \"data_type\": \"phone\",\n                        \"formula\": {},\n                        \"hipaa_compliance_enabled\": false,\n                        \"decimal_place\": null,\n                        \"multiselectlookup\": {},\n                        \"pick_list_values\": [],\n                        \"auto_number\": {}\n                    },\n                    {\n                        \"system_mandatory\": false,\n                        \"private\": null,\n                        \"webhook\": true,\n                        \"json_type\": \"string\",\n                        \"crypt\": null,\n                        \"field_label\": \"City\",\n                        \"tooltip\": null,\n                        \"created_source\": \"default\",\n                        \"layouts\": {\n                            \"name\": \"Standard\",\n                            \"id\": \"738964000000095055\"\n                        },\n                        \"field_read_only\": false,\n                        \"content\": null,\n                        \"display_label\": \"City\",\n                        \"ui_type\": 1,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"currency\": {},\n                        \"id\": \"738964000000000605\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Mailing_City\",\n                            \"Deals\": null,\n                            \"Accounts\": \"Billing_City\"\n                        },\n                        \"visible\": false,\n                        \"length\": 100,\n                        \"column_name\": \"CITY\",\n                        \"_type\": \"fields\",\n                        \"view_type\": {\n                            \"view\": true,\n                            \"edit\": true,\n                            \"quick_create\": false,\n                            \"create\": true\n                        },\n                        \"transition_sequence\": 6,\n                        \"external\": null,\n                        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