Chilkat Online Tools

Classic ASP / Zoho CRM REST APIs / Leads

Back to Collection Items

<html>
<head>
<meta http-equiv="Content-Type" content="text/html; charset=utf-8">
</head>
<body>
<%
' This example assumes the Chilkat API to have been previously unlocked.
' See Global Unlock Sample for sample code.

set http = Server.CreateObject("Chilkat_9_5_0.Http")

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

set sbResponseBody = Server.CreateObject("Chilkat_9_5_0.StringBuilder")
success = http.QuickGetSb("https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint",sbResponseBody)
If (success = 0) Then
    Response.Write "<pre>" & Server.HTMLEncode( http.LastErrorText) & "</pre>"
    Response.End
End If

set jResp = Server.CreateObject("Chilkat_9_5_0.JsonObject")
success = jResp.LoadSb(sbResponseBody)
jResp.EmitCompact = 0

Response.Write "<pre>" & Server.HTMLEncode( "Response Body:") & "</pre>"
Response.Write "<pre>" & Server.HTMLEncode( jResp.Emit()) & "</pre>"

respStatusCode = http.LastStatus
Response.Write "<pre>" & Server.HTMLEncode( "Response Status Code = " & respStatusCode) & "</pre>"
If (respStatusCode >= 400) Then
    Response.Write "<pre>" & Server.HTMLEncode( "Response Header:") & "</pre>"
    Response.Write "<pre>" & Server.HTMLEncode( http.LastHeader) & "</pre>"
    Response.Write "<pre>" & Server.HTMLEncode( "Failed.") & "</pre>"
    Response.End
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

Field_id = jResp.StringOf("blueprint.process_info.field_id")
Escalation = jResp.StringOf("blueprint.process_info.escalation")
Is_continuous = jResp.BoolOf("blueprint.process_info.is_continuous")
Api_name = jResp.StringOf("blueprint.process_info.api_name")
Continuous = jResp.BoolOf("blueprint.process_info.continuous")
Field_label = jResp.StringOf("blueprint.process_info.field_label")
Name = jResp.StringOf("blueprint.process_info.name")
Column_name = jResp.StringOf("blueprint.process_info.column_name")
Field_value = jResp.StringOf("blueprint.process_info.field_value")
Id = jResp.StringOf("blueprint.process_info.id")
Field_name = jResp.StringOf("blueprint.process_info.field_name")
i = 0
count_i = jResp.SizeOfArray("blueprint.transitions")
Do 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")
    Do 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
    Loop
    j = 0
    count_j = jResp.SizeOfArray("blueprint.transitions[i].fields")
    Do 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")
        Do While k < count_k
            jResp.K = k
            k = k + 1
        Loop
        j = j + 1
    Loop
    i = i + 1
Loop

%>
</body>
</html>

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                        \"api_name\": \"City\",\n                        \"unique\": {},\n                        \"history_tracking\": false,\n                        \"data_type\": \"text\",\n                        \"formula\": {},\n                        \"hipaa_compliance_enabled\": false,\n                        \"decimal_place\": null,\n                        \"multiselectlookup\": {},\n                        \"pick_list_values\": [],\n                        \"auto_number\": {}\n                    }\n                ],\n                \"type\": \"manual\",\n                \"criteria_message\": null,\n                \"percent_partial_save\": 0,\n                \"execution_time\": null\n            }\n        ]\n    }\n}"
    },
    {
      "name": "INVALID_MODULE",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2/Lead/738964000002159001/actions/blueprint",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Lead",
            "738964000002159001",
            "actions",
            "blueprint"
          ]
        }
      },
      "status": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 06:25:34 GMT"
        },
        {
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