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

$oQueryParams = ObjCreate("Chilkat.JsonObject")
$oQueryParams.UpdateString("module","Leads")

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

Local $oResp = $oHttp.QuickRequestParams("GET","https://domain.com/crm/v2/settings/custom_views",$oQueryParams)
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)

; {
;   "custom_views": [
;     {
;       "display_value": "All Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "ALLVIEWS",
;       "system_defined": true,
;       "name": "All Open Leads",
;       "id": "738964000000091501",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Co-Owner Leads",
;       "offline": false,
;       "default": false,
;       "system_name": "COOWNERVIEW",
;       "system_defined": true,
;       "name": "Co-Owner Leads",
;       "id": "738964000001918218",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Converted Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "CONVERTEDVIEWS",
;       "system_defined": true,
;       "name": "Converted Leads",
;       "id": "738964000000093005",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Junk Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "JUNKLEADVIEWS",
;       "system_defined": true,
;       "name": "Junk Leads",
;       "id": "738964000000167014",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Leads in Review",
;       "offline": true,
;       "default": false,
;       "system_name": "REVIEWPROCESS LEADS",
;       "system_defined": true,
;       "name": "Leads in Review",
;       "id": "738964000001661014",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Mailing Labels",
;       "offline": true,
;       "default": false,
;       "system_name": "ALLVIEWS",
;       "system_defined": true,
;       "name": "Mailing Labels",
;       "id": "738964000000091503",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "My Converted Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "MYCONVERTEDVIEWS",
;       "system_defined": true,
;       "name": "My Converted Leads",
;       "id": "738964000000093007",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "My Leads",
;       "offline": true,
;       "default": true,
;       "system_name": "MYVIEWS",
;       "system_defined": true,
;       "name": "My Leads",
;       "id": "738964000000091563",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Not Qualified Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "NOTQUALIFIEDLEADVIEWS",
;       "system_defined": true,
;       "name": "Not Qualified Leads",
;       "id": "738964000000167025",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Open Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "OPENLEADVIEWS",
;       "system_defined": true,
;       "name": "Open Leads",
;       "id": "738964000000167036",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Recently Created Leads",
;       "offline": false,
;       "default": false,
;       "system_name": "RECENTLYCREATED",
;       "system_defined": true,
;       "name": "Recently Created Leads",
;       "id": "738964000000091509",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Recently Modified Leads",
;       "offline": false,
;       "default": false,
;       "system_name": "RECENTLYMODIFIED",
;       "system_defined": true,
;       "name": "Recently Modified Leads",
;       "id": "738964000000091511",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Today's Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "today",
;       "system_defined": true,
;       "name": "Todays Leads",
;       "id": "738964000000091507",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Unread Leads",
;       "offline": false,
;       "default": false,
;       "system_name": "UNREADVIEWS",
;       "system_defined": true,
;       "name": "Unread Leads",
;       "id": "738964000000091505",
;       "category": "shared_with_me",
;       "favorite": null
;     },
;     {
;       "display_value": "Unsubscribed Leads",
;       "offline": true,
;       "default": false,
;       "system_name": "UNSUBSCRIBED",
;       "system_defined": true,
;       "name": "Unsubscribed Leads",
;       "id": "738964000001168011",
;       "category": "shared_with_me",
;       "favorite": null
;     }
;   ],
;   "info": {
;     "per_page": 200,
;     "default": "738964000000091563",
;     "count": 15,
;     "translation": {
;       "public_views": "Public Views",
;       "other_users_views": "Other Users' Views",
;       "shared_with_me": "Shared With Me",
;       "created_by_me": "Created By Me"
;     },
;     "page": 1,
;     "more_records": false
;   }
; }

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

Local $sDisplay_value
Local $bOffline
Local $bDefault
Local $system_name
Local $bSystem_defined
Local $sName
Local $sId
Local $sCategory
Local $sFavorite

Local $iPer_page = $oJResp.IntOf("info.per_page")
Local $sDefault = $oJResp.StringOf("info.default")
Local $iCount = $oJResp.IntOf("info.count")
Local $sPublic_views = $oJResp.StringOf("info.translation.public_views")
Local $sOther_users_views = $oJResp.StringOf("info.translation.other_users_views")
Local $sShared_with_me = $oJResp.StringOf("info.translation.shared_with_me")
Local $sCreated_by_me = $oJResp.StringOf("info.translation.created_by_me")
Local $iPage = $oJResp.IntOf("info.page")
Local $bMore_records = $oJResp.BoolOf("info.more_records")
Local $i = 0
Local $iCount_i = $oJResp.SizeOfArray("custom_views")
While $i < $iCount_i
    $oJResp.I = $i
    $sDisplay_value = $oJResp.StringOf("custom_views[i].display_value")
    $bOffline = $oJResp.BoolOf("custom_views[i].offline")
    $bDefault = $oJResp.BoolOf("custom_views[i].default")
    $system_name = $oJResp.StringOf("custom_views[i].system_name")
    $bSystem_defined = $oJResp.BoolOf("custom_views[i].system_defined")
    $sName = $oJResp.StringOf("custom_views[i].name")
    $sId = $oJResp.StringOf("custom_views[i].id")
    $sCategory = $oJResp.StringOf("custom_views[i].category")
    $sFavorite = $oJResp.StringOf("custom_views[i].favorite")
    $i = $i + 1
Wend

Curl Command

curl -G -d "module=Leads"
	-H "Authorization: Bearer <access_token>"
https://domain.com/crm/v2/settings/custom_views

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/settings/custom_views?module=Leads",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2",
        "settings",
        "custom_views"
      ],
      "query": [
        {
          "key": "module",
          "value": "Leads"
        }
      ]
    },
    "description": "To get the metadata of the Leads Module."
  },
  "response": [
    {
      "name": "P1: module",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2/settings/custom_views?module=Leads",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "settings",
            "custom_views"
          ],
          "query": [
            {
              "key": "module",
              "value": "Leads"
            }
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 09:00:51 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": "2021-05-13T09:52:40+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    \"custom_views\": [\n        {\n            \"display_value\": \"All Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"ALLVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"All Open Leads\",\n            \"id\": \"738964000000091501\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Co-Owner Leads\",\n            \"offline\": false,\n            \"default\": false,\n            \"system_name\": \"COOWNERVIEW\",\n            \"system_defined\": true,\n            \"name\": \"Co-Owner Leads\",\n            \"id\": \"738964000001918218\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Converted Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"CONVERTEDVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Converted Leads\",\n            \"id\": \"738964000000093005\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Junk Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"JUNKLEADVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Junk Leads\",\n            \"id\": \"738964000000167014\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Leads in Review\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"REVIEWPROCESS LEADS\",\n            \"system_defined\": true,\n            \"name\": \"Leads in Review\",\n            \"id\": \"738964000001661014\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Mailing Labels\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"ALLVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Mailing Labels\",\n            \"id\": \"738964000000091503\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"My Converted Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"MYCONVERTEDVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"My Converted Leads\",\n            \"id\": \"738964000000093007\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"My Leads\",\n            \"offline\": true,\n            \"default\": true,\n            \"system_name\": \"MYVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"My Leads\",\n            \"id\": \"738964000000091563\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Not Qualified Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"NOTQUALIFIEDLEADVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Not Qualified Leads\",\n            \"id\": \"738964000000167025\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Open Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"OPENLEADVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Open Leads\",\n            \"id\": \"738964000000167036\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Recently Created Leads\",\n            \"offline\": false,\n            \"default\": false,\n            \"system_name\": \"RECENTLYCREATED\",\n            \"system_defined\": true,\n            \"name\": \"Recently Created Leads\",\n            \"id\": \"738964000000091509\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Recently Modified Leads\",\n            \"offline\": false,\n            \"default\": false,\n            \"system_name\": \"RECENTLYMODIFIED\",\n            \"system_defined\": true,\n            \"name\": \"Recently Modified Leads\",\n            \"id\": \"738964000000091511\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Today's Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"today\",\n            \"system_defined\": true,\n            \"name\": \"Todays Leads\",\n            \"id\": \"738964000000091507\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Unread Leads\",\n            \"offline\": false,\n            \"default\": false,\n            \"system_name\": \"UNREADVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Unread Leads\",\n            \"id\": \"738964000000091505\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Unsubscribed Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"UNSUBSCRIBED\",\n            \"system_defined\": true,\n            \"name\": \"Unsubscribed Leads\",\n            \"id\": \"738964000001168011\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        }\n    ],\n    \"info\": {\n        \"per_page\": 200,\n        \"default\": \"738964000000091563\",\n        \"count\": 15,\n        \"translation\": {\n            \"public_views\": \"Public Views\",\n            \"other_users_views\": \"Other Users' Views\",\n            \"shared_with_me\": \"Shared With Me\",\n            \"created_by_me\": \"Created By Me\"\n        },\n        \"page\": 1,\n        \"more_records\": false\n    }\n}"
    },
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2/settings/custom_views?module=Leads",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "settings",
            "custom_views"
          ],
          "query": [
            {
              "key": "module",
              "value": "Leads"
            }
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 12:30:47 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": "2021-05-11T12:57:36+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4023320"
        },
        {
          "key": "clientsubVersion",
          "value": "4d8b6ee4f7d1d284c930a4e807480c5c"
        },
        {
          "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    \"custom_views\": [\n        {\n            \"display_value\": \"All Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"ALLVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"All Open Leads\",\n            \"id\": \"738964000000091501\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Co-Owner Leads\",\n            \"offline\": false,\n            \"default\": false,\n            \"system_name\": \"COOWNERVIEW\",\n            \"system_defined\": true,\n            \"name\": \"Co-Owner Leads\",\n            \"id\": \"738964000001918218\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Converted Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"CONVERTEDVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Converted Leads\",\n            \"id\": \"738964000000093005\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Junk Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"JUNKLEADVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Junk Leads\",\n            \"id\": \"738964000000167014\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Leads in Review\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"REVIEWPROCESS LEADS\",\n            \"system_defined\": true,\n            \"name\": \"Leads in Review\",\n            \"id\": \"738964000001661014\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Mailing Labels\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"ALLVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Mailing Labels\",\n            \"id\": \"738964000000091503\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"My Converted Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"MYCONVERTEDVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"My Converted Leads\",\n            \"id\": \"738964000000093007\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"My Leads\",\n            \"offline\": true,\n            \"default\": true,\n            \"system_name\": \"MYVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"My Leads\",\n            \"id\": \"738964000000091563\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Not Qualified Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"NOTQUALIFIEDLEADVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Not Qualified Leads\",\n            \"id\": \"738964000000167025\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        },\n        {\n            \"display_value\": \"Open Leads\",\n            \"offline\": true,\n            \"default\": false,\n            \"system_name\": \"OPENLEADVIEWS\",\n            \"system_defined\": true,\n            \"name\": \"Open Leads\",\n            \"id\": \"738964000000167036\",\n            \"category\": \"shared_with_me\",\n            \"favorite\": null\n        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