Chilkat Online Tools

autoit / 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.

$oHttp = ObjCreate("Chilkat.Http")
Local $bSuccess

; Adds the "Authorization: Bearer <access_token>" header.
$oHttp.AuthToken = "<access_token>"

$oSbResponseBody = ObjCreate("Chilkat.StringBuilder")
$bSuccess = $oHttp.QuickGetSb("https://domain.com/crm/v2.1/Leads/{{record_id}}/actions/blueprint",$oSbResponseBody)
If ($bSuccess = False) Then
    ConsoleWrite($oHttp.LastErrorText & @CRLF)
    Exit
EndIf

$oJResp = ObjCreate("Chilkat.JsonObject")
$oJResp.LoadSb($oSbResponseBody)
$oJResp.EmitCompact = False

ConsoleWrite("Response Body:" & @CRLF)
ConsoleWrite($oJResp.Emit() & @CRLF)

Local $iRespStatusCode = $oHttp.LastStatus
ConsoleWrite("Response Status Code = " & $iRespStatusCode & @CRLF)
If ($iRespStatusCode >= 400) Then
    ConsoleWrite("Response Header:" & @CRLF)
    ConsoleWrite($oHttp.LastHeader & @CRLF)
    ConsoleWrite("Failed." & @CRLF)
    Exit
EndIf

; 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": [
;         ],
;         "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",
;             "display_type": -1,
;             "ui_type": 25,
;             "validation_rule": null,
;             "read_only": false,
;             "association_details": null,
;             "quick_sequence_number": "4",
;             "multi_module_lookup": {},
;             "currency": {},
;             "id": "738964000000000563",
;             "custom_field": false,
;             "lookup": {},
;             "hipaa_compliance": null,
;             "filterable": true,
;             "convert_mapping": {
;               "Contacts": "Email",
;               "Deals": null,
;               "Accounts": null
;             },
;             "visible": false,
;             "profiles": [
;               {
;                 "permission_type": "read_write",
;                 "name": "Administrator",
;                 "id": "738964000000015972"
;               },
;               {
;                 "permission_type": "read_write",
;                 "name": "Standard",
;                 "id": "738964000000015975"
;               },
;               {
;                 "permission_type": "read_write",
;                 "name": "Sample",
;                 "id": "738964000001348001"
;               }
;             ],
;             "length": 100,
;             "column_name": "EMAIL",
;             "_type": "fields",
;             "view_type": {
;               "view": true,
;               "edit": true,
;               "quick_create": true,
;               "create": true
;             },
;             "pick_list_values_sorted_lexically": false,
;             "sortable": true,
;             "transition_sequence": 4,
;             "external": null,
;             "api_name": "Email",
;             "unique": {},
;             "history_tracking": null,
;             "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",
;             "display_type": -1,
;             "ui_type": 33,
;             "validation_rule": null,
;             "read_only": false,
;             "association_details": null,
;             "quick_sequence_number": "5",
;             "multi_module_lookup": {},
;             "currency": {},
;             "id": "738964000000000565",
;             "custom_field": false,
;             "lookup": {},
;             "hipaa_compliance": null,
;             "filterable": true,
;             "convert_mapping": {
;               "Contacts": "Phone",
;               "Deals": null,
;               "Accounts": "Phone"
;             },
;             "visible": false,
;             "profiles": [
;               {
;                 "permission_type": "read_write",
;                 "name": "Administrator",
;                 "id": "738964000000015972"
;               },
;               {
;                 "permission_type": "read_write",
;                 "name": "Standard",
;                 "id": "738964000000015975"
;               },
;               {
;                 "permission_type": "read_write",
;                 "name": "Sample",
;                 "id": "738964000001348001"
;               }
;             ],
;             "length": 30,
;             "column_name": "PHONE",
;             "_type": "fields",
;             "view_type": {
;               "view": true,
;               "edit": true,
;               "quick_create": true,
;               "create": true
;             },
;             "pick_list_values_sorted_lexically": false,
;             "sortable": true,
;             "transition_sequence": 5,
;             "external": null,
;             "api_name": "Phone",
;             "unique": {},
;             "history_tracking": null,
;             "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",
;             "display_type": -1,
;             "ui_type": 1,
;             "validation_rule": null,
;             "read_only": false,
;             "association_details": null,
;             "multi_module_lookup": {},
;             "currency": {},
;             "id": "738964000000000605",
;             "custom_field": false,
;             "lookup": {},
;             "hipaa_compliance": null,
;             "filterable": true,
;             "convert_mapping": {
;               "Contacts": "Mailing_City",
;               "Deals": null,
;               "Accounts": "Billing_City"
;             },
;             "visible": false,
;             "profiles": [
;               {
;                 "permission_type": "read_write",
;                 "name": "Administrator",
;                 "id": "738964000000015972"
;               },
;               {
;                 "permission_type": "read_write",
;                 "name": "Standard",
;                 "id": "738964000000015975"
;               },
;               {
;                 "permission_type": "read_write",
;                 "name": "Sample",
;                 "id": "738964000001348001"
;               }
;             ],
;             "length": 100,
;             "column_name": "CITY",
;             "_type": "fields",
;             "view_type": {
;               "view": true,
;               "edit": true,
;               "quick_create": false,
;               "create": true
;             },
;             "pick_list_values_sorted_lexically": false,
;             "sortable": true,
;             "transition_sequence": 6,
;             "external": null,
;             "api_name": "City",
;             "unique": {},
;             "history_tracking": null,
;             "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

Local $sNext_field_value
Local $sName
Local $bCriteria_matched
Local $sId
Local $sV_type
Local $sCriteria_message
Local $iPercent_partial_save
Local $sExecution_time
Local $iJ
Local $iCount_j
Local $sDisplay_label
Local $sData_type
Local $sColumn_name
Local $iTransition_sequence
Local $bMandatory
Local $sLayouts
Local $sContent
Local $bSystem_mandatory
Local $sV_private
Local $bWebhook
Local $sJson_type
Local $sCrypt
Local $sField_label
Local $sTooltip
Local $sCreated_source
Local $sLayoutsName
Local $sLayoutsId
Local $bField_read_only
Local $iDisplay_type
Local $iUi_type
Local $sValidation_rule
Local $bRead_only
Local $sAssociation_details
Local $sQuick_sequence_number
Local $bCustom_field
Local $sHipaa_compliance
Local $bFilterable
Local $sContacts
Local $sDeals
Local $sAccounts
Local $bVisible
Local $iLength
Local $bView
Local $bEdit
Local $bQuick_create
Local $bCreate
Local $bPick_list_values_sorted_lexically
Local $bSortable
Local $sExternal
Local $sApi_name
Local $sHistory_tracking
Local $bHipaa_compliance_enabled
Local $sDecimal_place
Local $iK
Local $iCount_k
Local $sPermission_type

Local $sField_id = $oJResp.StringOf("blueprint.process_info.field_id")
Local $sEscalation = $oJResp.StringOf("blueprint.process_info.escalation")
Local $bIs_continuous = $oJResp.BoolOf("blueprint.process_info.is_continuous")
Local $sApi_name = $oJResp.StringOf("blueprint.process_info.api_name")
Local $bContinuous = $oJResp.BoolOf("blueprint.process_info.continuous")
Local $sField_label = $oJResp.StringOf("blueprint.process_info.field_label")
Local $sName = $oJResp.StringOf("blueprint.process_info.name")
Local $sColumn_name = $oJResp.StringOf("blueprint.process_info.column_name")
Local $sField_value = $oJResp.StringOf("blueprint.process_info.field_value")
Local $sId = $oJResp.StringOf("blueprint.process_info.id")
Local $sField_name = $oJResp.StringOf("blueprint.process_info.field_name")
Local $i = 0
Local $iCount_i = $oJResp.SizeOfArray("blueprint.transitions")
While $i < $iCount_i
    $oJResp.I = $i
    $sNext_field_value = $oJResp.StringOf("blueprint.transitions[i].next_field_value")
    $sName = $oJResp.StringOf("blueprint.transitions[i].name")
    $bCriteria_matched = $oJResp.BoolOf("blueprint.transitions[i].criteria_matched")
    $sId = $oJResp.StringOf("blueprint.transitions[i].id")
    $sV_type = $oJResp.StringOf("blueprint.transitions[i].type")
    $sCriteria_message = $oJResp.StringOf("blueprint.transitions[i].criteria_message")
    $iPercent_partial_save = $oJResp.IntOf("blueprint.transitions[i].percent_partial_save")
    $sExecution_time = $oJResp.StringOf("blueprint.transitions[i].execution_time")
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("blueprint.transitions[i].next_transitions")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $iJ = $iJ + 1
    Wend
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("blueprint.transitions[i].fields")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $sDisplay_label = $oJResp.StringOf("blueprint.transitions[i].fields[j].display_label")
        $sData_type = $oJResp.StringOf("blueprint.transitions[i].fields[j].data_type")
        $sV_type = $oJResp.StringOf("blueprint.transitions[i].fields[j]._type")
        $sColumn_name = $oJResp.StringOf("blueprint.transitions[i].fields[j].column_name")
        $sId = $oJResp.StringOf("blueprint.transitions[i].fields[j].id")
        $iTransition_sequence = $oJResp.IntOf("blueprint.transitions[i].fields[j].transition_sequence")
        $bMandatory = $oJResp.BoolOf("blueprint.transitions[i].fields[j].mandatory")
        $sLayouts = $oJResp.StringOf("blueprint.transitions[i].fields[j].layouts")
        $sContent = $oJResp.StringOf("blueprint.transitions[i].fields[j].content")
        $bSystem_mandatory = $oJResp.BoolOf("blueprint.transitions[i].fields[j].system_mandatory")
        $sV_private = $oJResp.StringOf("blueprint.transitions[i].fields[j].private")
        $bWebhook = $oJResp.BoolOf("blueprint.transitions[i].fields[j].webhook")
        $sJson_type = $oJResp.StringOf("blueprint.transitions[i].fields[j].json_type")
        $sCrypt = $oJResp.StringOf("blueprint.transitions[i].fields[j].crypt")
        $sField_label = $oJResp.StringOf("blueprint.transitions[i].fields[j].field_label")
        $sTooltip = $oJResp.StringOf("blueprint.transitions[i].fields[j].tooltip")
        $sCreated_source = $oJResp.StringOf("blueprint.transitions[i].fields[j].created_source")
        $sLayoutsName = $oJResp.StringOf("blueprint.transitions[i].fields[j].layouts.name")
        $sLayoutsId = $oJResp.StringOf("blueprint.transitions[i].fields[j].layouts.id")
        $bField_read_only = $oJResp.BoolOf("blueprint.transitions[i].fields[j].field_read_only")
        $iDisplay_type = $oJResp.IntOf("blueprint.transitions[i].fields[j].display_type")
        $iUi_type = $oJResp.IntOf("blueprint.transitions[i].fields[j].ui_type")
        $sValidation_rule = $oJResp.StringOf("blueprint.transitions[i].fields[j].validation_rule")
        $bRead_only = $oJResp.BoolOf("blueprint.transitions[i].fields[j].read_only")
        $sAssociation_details = $oJResp.StringOf("blueprint.transitions[i].fields[j].association_details")
        $sQuick_sequence_number = $oJResp.StringOf("blueprint.transitions[i].fields[j].quick_sequence_number")
        $bCustom_field = $oJResp.BoolOf("blueprint.transitions[i].fields[j].custom_field")
        $sHipaa_compliance = $oJResp.StringOf("blueprint.transitions[i].fields[j].hipaa_compliance")
        $bFilterable = $oJResp.BoolOf("blueprint.transitions[i].fields[j].filterable")
        $sContacts = $oJResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Contacts")
        $sDeals = $oJResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Deals")
        $sAccounts = $oJResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Accounts")
        $bVisible = $oJResp.BoolOf("blueprint.transitions[i].fields[j].visible")
        $iLength = $oJResp.IntOf("blueprint.transitions[i].fields[j].length")
        $bView = $oJResp.BoolOf("blueprint.transitions[i].fields[j].view_type.view")
        $bEdit = $oJResp.BoolOf("blueprint.transitions[i].fields[j].view_type.edit")
        $bQuick_create = $oJResp.BoolOf("blueprint.transitions[i].fields[j].view_type.quick_create")
        $bCreate = $oJResp.BoolOf("blueprint.transitions[i].fields[j].view_type.create")
        $bPick_list_values_sorted_lexically = $oJResp.BoolOf("blueprint.transitions[i].fields[j].pick_list_values_sorted_lexically")
        $bSortable = $oJResp.BoolOf("blueprint.transitions[i].fields[j].sortable")
        $sExternal = $oJResp.StringOf("blueprint.transitions[i].fields[j].external")
        $sApi_name = $oJResp.StringOf("blueprint.transitions[i].fields[j].api_name")
        $sHistory_tracking = $oJResp.StringOf("blueprint.transitions[i].fields[j].history_tracking")
        $bHipaa_compliance_enabled = $oJResp.BoolOf("blueprint.transitions[i].fields[j].hipaa_compliance_enabled")
        $sDecimal_place = $oJResp.StringOf("blueprint.transitions[i].fields[j].decimal_place")
        $iK = 0
        $iCount_k = $oJResp.SizeOfArray("blueprint.transitions[i].fields[j].profiles")
        While $iK < $iCount_k
            $oJResp.K = $iK
            $sPermission_type = $oJResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].permission_type")
            $sName = $oJResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].name")
            $sId = $oJResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].id")
            $iK = $iK + 1
        Wend
        $iK = 0
        $iCount_k = $oJResp.SizeOfArray("blueprint.transitions[i].fields[j].pick_list_values")
        While $iK < $iCount_k
            $oJResp.K = $iK
            $iK = $iK + 1
        Wend
        $iJ = $iJ + 1
    Wend
    $i = $i + 1
Wend

Curl Command

curl -X GET
	-H "Authorization: Bearer <access_token>"
https://domain.com/crm/v2.1/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/v2.1/Leads/{{record_id}}/actions/blueprint",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2.1",
        "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/v2.1/Leads/738964000002131264/actions/blueprint",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002131264",
            "actions",
            "blueprint"
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 12:18:23 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-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-ACCESSTOKEN-RESET",
          "value": "2021-05-07T13:13:19+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4016256"
        },
        {
          "key": "clientsubVersion",
          "value": "8ef7aa3133ce0e105307c407d89b23d9"
        },
        {
          "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                \"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                        \"display_type\": -1,\n                        \"ui_type\": 25,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"quick_sequence_number\": \"4\",\n                        \"multi_module_lookup\": {},\n                        \"currency\": {},\n                        \"id\": \"738964000000000563\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"filterable\": true,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Email\",\n                            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