Chilkat Online Tools

autoit / Zoho CRM REST APIs / Create Pipeline

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

; Use this online tool to generate code from sample JSON: Generate Code to Create JSON

; The following JSON is sent in the request body.

; {
;   "pipeline": [
;     {
;       "display_value": "{{display_value}}",
;       "default": true,
;       "maps": [
;         {
;           "sequence_number": "{{sequence_number}}",
;           "id": 123,
;           "display_value": "{{display_value}}"
;         },
;         {
;           "sequence_number": "{{sequence_number}}",
;           "id": 123,
;           "display_value": "{{display_value}}"
;         }
;       ]
;     }
;   ]
; }

$oJson = ObjCreate("Chilkat.JsonObject")
$oJson.UpdateString("pipeline[0].display_value","{{display_value}}")
$oJson.UpdateBool("pipeline[0].default",True)
$oJson.UpdateString("pipeline[0].maps[0].sequence_number","{{sequence_number}}")
$oJson.UpdateInt("pipeline[0].maps[0].id",123)
$oJson.UpdateString("pipeline[0].maps[0].display_value","{{display_value}}")
$oJson.UpdateString("pipeline[0].maps[1].sequence_number","{{sequence_number}}")
$oJson.UpdateInt("pipeline[0].maps[1].id",123)
$oJson.UpdateString("pipeline[0].maps[1].display_value","{{display_value}}")

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

Local $oResp = $oHttp.PostJson3("https://domain.com/crm/v2.1/settings/pipeline?layout_id={{layout_id}}","application/json",$oJson)
If ($oHttp.LastMethodSuccess = False) Then
    ConsoleWrite($oHttp.LastErrorText & @CRLF)
    Exit
EndIf

$oSbResponseBody = ObjCreate("Chilkat.StringBuilder")
$oResp.GetBodySb($oSbResponseBody)

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

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

Local $iRespStatusCode = $oResp.StatusCode
ConsoleWrite("Response Status Code = " & $iRespStatusCode & @CRLF)
If ($iRespStatusCode >= 400) Then
    ConsoleWrite("Response Header:" & @CRLF)
    ConsoleWrite($oResp.Header & @CRLF)
    ConsoleWrite("Failed." & @CRLF)

    Exit
EndIf

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

; {
;   "pipeline": [
;     {
;       "code": "SUCCESS",
;       "details": {
;         "id": "4150868000005342010"
;       },
;       "message": "Pipeline created",
;       "status": "success"
;     }
;   ]
; }

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

Local $sCode
Local $sId
Local $sMessage
Local $status

Local $i = 0
Local $iCount_i = $oJResp.SizeOfArray("pipeline")
While $i < $iCount_i
    $oJResp.I = $i
    $sCode = $oJResp.StringOf("pipeline[i].code")
    $sId = $oJResp.StringOf("pipeline[i].details.id")
    $sMessage = $oJResp.StringOf("pipeline[i].message")
    $status = $oJResp.StringOf("pipeline[i].status")
    $i = $i + 1
Wend

Curl Command

curl -X POST
	-H "Authorization: Bearer <access_token>"
	-d '{
    "pipeline": [
        {
            "display_value": {{pipeline_name}},
            "default": true,
            "maps": [
                {
                    "sequence_number": {{order}},
                    "id": {{stage_id}},
                    "display_value": {{stage_name}}
                },
                {
                    "sequence_number": {{order}},
                    "id": {{stage_id}},
                    "display_value": {{stage_name}}
                }
            ]
        }
    ]
}'
https://domain.com/crm/v2.1/settings/pipeline?layout_id={{layout_id}}

Postman Collection Item JSON

{
  "name": "Create Pipeline",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "POST",
    "header": [
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"pipeline\": [\n        {\n            \"display_value\": {{pipeline_name}},\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"sequence_number\": {{order}},\n                    \"id\": {{stage_id}},\n                    \"display_value\": {{stage_name}}\n                },\n                {\n                    \"sequence_number\": {{order}},\n                    \"id\": {{stage_id}},\n                    \"display_value\": {{stage_name}}\n                }\n            ]\n        }\n    ]\n}",
      "options": {
        "raw": {
          "language": "json"
        }
      }
    },
    "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}}"
        }
      ]
    },
    "description": "To create a pipeline with various stages that a deal passes through."
  },
  "response": [
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"pipeline\": [\n        {\n            \"display_value\": \"Pipeline2\",\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"sequence_number\": 1,\n                    \"id\": \"4150868000000732007\",\n                    \"display_value\": \"Closed Won\"\n                },\n                {\n                    \"sequence_number\": 2,\n                    \"id\": \"4150868000000006817\",\n                    \"display_value\": \"Closed Lost\"\n                }\n            ]\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "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": "Created",
      "code": 201,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Mon, 10 May 2021 10:59:07 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "120"
        },
        {
          "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": "2021-05-10T17:05:19+05:30"
        },
        {
          "key": "clientVersion",
          "value": "4016246"
        },
        {
          "key": "clientsubVersion",
          "value": "59f8474ad0046d6a2f6204e0448818d0"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        },
        {
          "key": "Strict-Transport-Security",
          "value": "max-age=63072000"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"pipeline\": [\n        {\n            \"code\": \"SUCCESS\",\n            \"details\": {\n                \"id\": \"4150868000005342010\"\n            },\n            \"message\": \"Pipeline created\",\n            \"status\": \"success\"\n        }\n    ]\n}"
    },
    {
      "name": "MANDATORY_NOT_FOUND",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"pipeline\": [\n        {\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"sequence_number\": 1,\n                    \"id\": \"4150868000000732007\",\n                    \"display_value\": \"Closed Won\"\n                },\n                {\n                    \"sequence_number\": 2,\n                    \"id\": \"4150868000000006817\",\n                    \"display_value\": \"Closed Lost\"\n                }\n            ]\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "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": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Mon, 10 May 2021 10:59:35 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "181"
        },
        {
          "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": "2021-05-10T17:05:19+05:30"
        },
        {
          "key": "clientVersion",
          "value": "4016246"
        },
        {
          "key": "clientsubVersion",
          "value": "59f8474ad0046d6a2f6204e0448818d0"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"pipeline\": [\n        {\n            \"code\": \"MANDATORY_NOT_FOUND\",\n            \"details\": {\n                \"api_name\": \"display_value\",\n                \"json_path\": \"$.pipeline[0].display_value\"\n            },\n            \"message\": \"required  field not found\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "DUPLICATE_DATA",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"pipeline\": [\n        {\n            \"display_value\": \"Pipeline2\",\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"sequence_number\": 1,\n                    \"id\": \"415086800000073200\",\n                    \"display_value\": \"Closed Won\"\n                },\n                {\n                    \"sequence_number\": 2,\n                    \"id\": \"4150868000000006817\",\n                    \"display_value\": \"Closed Lost\"\n                }\n            ]\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "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": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Mon, 10 May 2021 11:00:06 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "181"
        },
        {
          "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": "2021-05-10T17:05:19+05:30"
        },
        {
          "key": "clientVersion",
          "value": "4016246"
        },
        {
          "key": "clientsubVersion",
          "value": "59f8474ad0046d6a2f6204e0448818d0"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"pipeline\": [\n        {\n            \"code\": \"DUPLICATE_DATA\",\n            \"details\": {\n                \"api_name\": \"display_value\",\n                \"json_path\": \"$.pipeline[0].display_value\"\n            },\n            \"message\": \"Duplicate pipeline label found\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "INVALID_DATA",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"pipeline\": [\n        {\n            \"display_value\": \"Pipeline3\",\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"sequence_number\": 1,\n                    \"id\": \"415086800000073200\",\n                    \"display_value\": \"Closed Won\"\n                },\n                {\n                    \"sequence_number\": 2,\n                    \"id\": \"4150868000000006817\",\n                    \"display_value\": \"Closed Lost\"\n                }\n            ]\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "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": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Mon, 10 May 2021 11:00:23 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "158"
        },
        {
          "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": "2021-05-10T17:05:19+05:30"
        },
        {
          "key": "clientVersion",
          "value": "4016246"
        },
        {
          "key": "clientsubVersion",
          "value": "59f8474ad0046d6a2f6204e0448818d0"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"pipeline\": [\n        {\n            \"code\": \"INVALID_DATA\",\n            \"details\": {\n                \"api_name\": \"id\",\n                \"json_path\": \"$.pipeline[0].maps[0].id\"\n            },\n            \"message\": \"Invalid child option id\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "OAUTH_SCOPE_MISMATCH",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"pipeline\": [\n        {\n            \"display_value\": {{pipeline_name}},\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"sequence_number\": {{order}},\n                    \"id\": {{stage_id}},\n                    \"display_value\": {{stage_name}}\n                },\n                {\n                    \"sequence_number\": {{order}},\n                    \"id\": {{stage_id}},\n                    \"display_value\": {{stage_name}}\n                }\n            ]\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "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": "Unauthorized",
      "code": 401,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 08:42:18 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}"
    }
  ]
}