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 = $oHttp.QuickGetSb("https://domain.com/crm/v2/settings/modules/Leads",$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)

; {
;   "modules": [
;     {
;       "global_search_supported": true,
;       "kanban_view": false,
;       "deletable": true,
;       "description": null,
;       "creatable": true,
;       "filter_status": true,
;       "inventory_template_supported": false,
;       "modified_time": "2021-05-06T06:41:05+00:00",
;       "plural_label": "Leads",
;       "presence_sub_menu": true,
;       "triggers_supported": true,
;       "id": "738964000000000125",
;       "isBlueprintSupported": true,
;       "related_list_properties": {
;         "sort_by": null,
;         "fields": [
;           "Full_Name",
;           "Company",
;           "Email",
;           "Lead_Source",
;           "Lead_Status",
;           "Phone"
;         ],
;         "sort_order": null
;       },
;       "per_page": 10,
;       "$properties": [
;         "$converted",
;         "$approved",
;         "$approval_state",
;         "$state",
;         "$converted_detail",
;         "$currency_symbol",
;         "$review",
;         "$review_process",
;         "$approval",
;         "$in_merge",
;         "$process_flow",
;         "$orchestration",
;         "$stop_processing",
;         "$data_source_details"
;       ],
;       "visibility": 1,
;       "convertable": true,
;       "editable": true,
;       "emailTemplate_support": true,
;       "profiles": [
;         {
;           "name": "Administrator",
;           "id": "738964000000015972"
;         },
;         {
;           "name": "Standard",
;           "id": "738964000000015975"
;         },
;         {
;           "name": "Sample",
;           "id": "738964000001348001"
;         }
;       ],
;       "filter_supported": true,
;       "display_field": "Full_Name",
;       "search_layout_fields": [
;         "Owner",
;         "Company",
;         "Email",
;         "Full_Name",
;         "Phone",
;         "Lead_Source"
;       ],
;       "kanban_view_supported": true,
;       "show_as_tab": true,
;       "web_link": null,
;       "sequence_number": 2,
;       "singular_label": "Lead",
;       "viewable": true,
;       "api_supported": true,
;       "api_name": "Leads",
;       "quick_create": true,
;       "modified_by": {
;         "name": "Patricia Boyle",
;         "id": "738964000000291009"
;       },
;       "generated_type": "default",
;       "feeds_required": false,
;       "scoring_supported": true,
;       "webform_supported": true,
;       "arguments": [
;       ],
;       "module_name": "Leads",
;       "business_card_field_limit": 5,
;       "custom_view": {
;         "display_value": "My Leads",
;         "shared_type": "all",
;         "criteria": {
;           "group_operator": "and",
;           "group": [
;             {
;               "comparator": "equal",
;               "field": "Owner",
;               "value": "${CURRENTUSER}"
;             },
;             {
;               "comparator": "equal",
;               "field": "$converted",
;               "value": false
;             }
;           ]
;         },
;         "system_name": "MYVIEWS",
;         "shared_details": null,
;         "sort_by": null,
;         "offline": true,
;         "default": true,
;         "system_defined": true,
;         "name": "My Leads",
;         "id": "738964000000091563",
;         "category": "shared_with_me",
;         "fields": [
;           "Full_Name",
;           "Company",
;           "Email",
;           "Phone",
;           "Lead_Source"
;         ],
;         "favorite": null,
;         "sort_order": null
;       },
;       "parent_module": {}
;     }
;   ]
; }

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

Local $bGlobal_search_supported
Local $bKanban_view
Local $bDeletable
Local $sDescription
Local $bCreatable
Local $bFilter_status
Local $bInventory_template_supported
Local $sModified_time
Local $sPlural_label
Local $bPresence_sub_menu
Local $bTriggers_supported
Local $sId
Local $bIsBlueprintSupported
Local $sSort_by
Local $sSort_order
Local $iPer_page
Local $iVisibility
Local $bConvertable
Local $bEditable
Local $bEmailTemplate_support
Local $bFilter_supported
Local $sDisplay_field
Local $bKanban_view_supported
Local $bShow_as_tab
Local $sWeb_link
Local $iSequence_number
Local $singular_label
Local $bViewable
Local $bApi_supported
Local $sApi_name
Local $bQuick_create
Local $sName
Local $sId
Local $sGenerated_type
Local $bFeeds_required
Local $bScoring_supported
Local $bWebform_supported
Local $sModule_name
Local $iBusiness_card_field_limit
Local $sDisplay_value
Local $sShared_type
Local $sGroup_operator
Local $sSystem_name
Local $sShared_details
Local $sCustom_viewSort_by
Local $bOffline
Local $bDefault
Local $bSystem_defined
Local $sCustom_viewName
Local $sCustom_viewId
Local $sCategory
Local $sFavorite
Local $sCustom_viewSort_order
Local $iJ
Local $iCount_j
Local $strVal
Local $sName
Local $sComparator
Local $sField
Local $sValue

Local $i = 0
Local $iCount_i = $oJResp.SizeOfArray("modules")
While $i < $iCount_i
    $oJResp.I = $i
    $bGlobal_search_supported = $oJResp.BoolOf("modules[i].global_search_supported")
    $bKanban_view = $oJResp.BoolOf("modules[i].kanban_view")
    $bDeletable = $oJResp.BoolOf("modules[i].deletable")
    $sDescription = $oJResp.StringOf("modules[i].description")
    $bCreatable = $oJResp.BoolOf("modules[i].creatable")
    $bFilter_status = $oJResp.BoolOf("modules[i].filter_status")
    $bInventory_template_supported = $oJResp.BoolOf("modules[i].inventory_template_supported")
    $sModified_time = $oJResp.StringOf("modules[i].modified_time")
    $sPlural_label = $oJResp.StringOf("modules[i].plural_label")
    $bPresence_sub_menu = $oJResp.BoolOf("modules[i].presence_sub_menu")
    $bTriggers_supported = $oJResp.BoolOf("modules[i].triggers_supported")
    $sId = $oJResp.StringOf("modules[i].id")
    $bIsBlueprintSupported = $oJResp.BoolOf("modules[i].isBlueprintSupported")
    $sSort_by = $oJResp.StringOf("modules[i].related_list_properties.sort_by")
    $sSort_order = $oJResp.StringOf("modules[i].related_list_properties.sort_order")
    $iPer_page = $oJResp.IntOf("modules[i].per_page")
    $iVisibility = $oJResp.IntOf("modules[i].visibility")
    $bConvertable = $oJResp.BoolOf("modules[i].convertable")
    $bEditable = $oJResp.BoolOf("modules[i].editable")
    $bEmailTemplate_support = $oJResp.BoolOf("modules[i].emailTemplate_support")
    $bFilter_supported = $oJResp.BoolOf("modules[i].filter_supported")
    $sDisplay_field = $oJResp.StringOf("modules[i].display_field")
    $bKanban_view_supported = $oJResp.BoolOf("modules[i].kanban_view_supported")
    $bShow_as_tab = $oJResp.BoolOf("modules[i].show_as_tab")
    $sWeb_link = $oJResp.StringOf("modules[i].web_link")
    $iSequence_number = $oJResp.IntOf("modules[i].sequence_number")
    $singular_label = $oJResp.StringOf("modules[i].singular_label")
    $bViewable = $oJResp.BoolOf("modules[i].viewable")
    $bApi_supported = $oJResp.BoolOf("modules[i].api_supported")
    $sApi_name = $oJResp.StringOf("modules[i].api_name")
    $bQuick_create = $oJResp.BoolOf("modules[i].quick_create")
    $sName = $oJResp.StringOf("modules[i].modified_by.name")
    $sId = $oJResp.StringOf("modules[i].modified_by.id")
    $sGenerated_type = $oJResp.StringOf("modules[i].generated_type")
    $bFeeds_required = $oJResp.BoolOf("modules[i].feeds_required")
    $bScoring_supported = $oJResp.BoolOf("modules[i].scoring_supported")
    $bWebform_supported = $oJResp.BoolOf("modules[i].webform_supported")
    $sModule_name = $oJResp.StringOf("modules[i].module_name")
    $iBusiness_card_field_limit = $oJResp.IntOf("modules[i].business_card_field_limit")
    $sDisplay_value = $oJResp.StringOf("modules[i].custom_view.display_value")
    $sShared_type = $oJResp.StringOf("modules[i].custom_view.shared_type")
    $sGroup_operator = $oJResp.StringOf("modules[i].custom_view.criteria.group_operator")
    $sSystem_name = $oJResp.StringOf("modules[i].custom_view.system_name")
    $sShared_details = $oJResp.StringOf("modules[i].custom_view.shared_details")
    $sCustom_viewSort_by = $oJResp.StringOf("modules[i].custom_view.sort_by")
    $bOffline = $oJResp.BoolOf("modules[i].custom_view.offline")
    $bDefault = $oJResp.BoolOf("modules[i].custom_view.default")
    $bSystem_defined = $oJResp.BoolOf("modules[i].custom_view.system_defined")
    $sCustom_viewName = $oJResp.StringOf("modules[i].custom_view.name")
    $sCustom_viewId = $oJResp.StringOf("modules[i].custom_view.id")
    $sCategory = $oJResp.StringOf("modules[i].custom_view.category")
    $sFavorite = $oJResp.StringOf("modules[i].custom_view.favorite")
    $sCustom_viewSort_order = $oJResp.StringOf("modules[i].custom_view.sort_order")
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("modules[i].related_list_properties.fields")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $strVal = $oJResp.StringOf("modules[i].related_list_properties.fields[j]")
        $iJ = $iJ + 1
    Wend
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("modules[i].$properties")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $strVal = $oJResp.StringOf("modules[i].$properties[j]")
        $iJ = $iJ + 1
    Wend
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("modules[i].profiles")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $sName = $oJResp.StringOf("modules[i].profiles[j].name")
        $sId = $oJResp.StringOf("modules[i].profiles[j].id")
        $iJ = $iJ + 1
    Wend
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("modules[i].search_layout_fields")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $strVal = $oJResp.StringOf("modules[i].search_layout_fields[j]")
        $iJ = $iJ + 1
    Wend
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("modules[i].arguments")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $iJ = $iJ + 1
    Wend
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("modules[i].custom_view.criteria.group")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $sComparator = $oJResp.StringOf("modules[i].custom_view.criteria.group[j].comparator")
        $sField = $oJResp.StringOf("modules[i].custom_view.criteria.group[j].field")
        $sValue = $oJResp.StringOf("modules[i].custom_view.criteria.group[j].value")
        $iJ = $iJ + 1
    Wend
    $iJ = 0
    $iCount_j = $oJResp.SizeOfArray("modules[i].custom_view.fields")
    While $iJ < $iCount_j
        $oJResp.J = $iJ
        $strVal = $oJResp.StringOf("modules[i].custom_view.fields[j]")
        $iJ = $iJ + 1
    Wend
    $i = $i + 1
Wend

Curl Command

curl -X GET
	-H "Authorization: Bearer <access_token>"
https://domain.com/crm/v2/settings/modules/Leads

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/modules/Leads",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2",
        "settings",
        "modules",
        "Leads"
      ]
    },
    "description": "To get the metadata of the Leads Module."
  },
  "response": [
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2/settings/modules/Leads",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "settings",
            "modules",
            "Leads"
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 12:22:04 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    \"modules\": [\n        {\n            \"global_search_supported\": true,\n            \"kanban_view\": false,\n            \"deletable\": true,\n            \"description\": null,\n            \"creatable\": true,\n            \"filter_status\": true,\n            \"inventory_template_supported\": false,\n            \"modified_time\": \"2021-05-06T06:41:05+00:00\",\n            \"plural_label\": \"Leads\",\n            \"presence_sub_menu\": true,\n            \"triggers_supported\": true,\n            \"id\": \"738964000000000125\",\n            \"isBlueprintSupported\": true,\n            \"related_list_properties\": {\n                \"sort_by\": null,\n                \"fields\": [\n                    \"Full_Name\",\n                    \"Company\",\n                    \"Email\",\n                    \"Lead_Source\",\n                    \"Lead_Status\",\n                    \"Phone\"\n                ],\n                \"sort_order\": null\n            },\n            \"per_page\": 10,\n            \"$properties\": [\n                \"$converted\",\n                \"$approved\",\n                \"$approval_state\",\n                \"$state\",\n                \"$converted_detail\",\n                \"$currency_symbol\",\n                \"$review\",\n                \"$review_process\",\n                \"$approval\",\n                \"$in_merge\",\n                \"$process_flow\",\n                \"$orchestration\",\n                \"$stop_processing\",\n                \"$data_source_details\"\n            ],\n            \"visibility\": 1,\n            \"convertable\": true,\n            \"editable\": true,\n            \"emailTemplate_support\": true,\n            \"profiles\": [\n                {\n                    \"name\": \"Administrator\",\n                    \"id\": \"738964000000015972\"\n                },\n                {\n                    \"name\": \"Standard\",\n                    \"id\": \"738964000000015975\"\n                },\n                {\n                    \"name\": \"Sample\",\n                    \"id\": \"738964000001348001\"\n                }\n            ],\n            \"filter_supported\": true,\n            \"display_field\": \"Full_Name\",\n            \"search_layout_fields\": [\n                \"Owner\",\n                \"Company\",\n                \"Email\",\n                \"Full_Name\",\n                \"Phone\",\n                \"Lead_Source\"\n            ],\n            \"kanban_view_supported\": true,\n            \"show_as_tab\": true,\n            \"web_link\": null,\n            \"sequence_number\": 2,\n            \"singular_label\": \"Lead\",\n            \"viewable\": true,\n            \"api_supported\": true,\n            \"api_name\": \"Leads\",\n            \"quick_create\": true,\n            \"modified_by\": {\n                \"name\": \"Patricia Boyle\",\n                \"id\": \"738964000000291009\"\n            },\n            \"generated_type\": \"default\",\n            \"feeds_required\": false,\n            \"scoring_supported\": true,\n            \"webform_supported\": true,\n            \"arguments\": [],\n            \"module_name\": \"Leads\",\n            \"business_card_field_limit\": 5,\n            \"custom_view\": {\n                \"display_value\": \"My Leads\",\n                \"shared_type\": \"all\",\n                \"criteria\": {\n                    \"group_operator\": \"and\",\n                    \"group\": [\n                        {\n                            \"comparator\": \"equal\",\n                            \"field\": \"Owner\",\n                            \"value\": \"${CURRENTUSER}\"\n                        },\n                        {\n                            \"comparator\": \"equal\",\n                            \"field\": \"$converted\",\n                            \"value\": false\n                        }\n                    ]\n                },\n                \"system_name\": \"MYVIEWS\",\n                \"shared_details\": null,\n                \"sort_by\": null,\n                \"offline\": true,\n                \"default\": true,\n                \"system_defined\": true,\n                \"name\": \"My Leads\",\n                \"id\": \"738964000000091563\",\n                \"category\": \"shared_with_me\",\n                \"fields\": [\n                    \"Full_Name\",\n                    \"Company\",\n                    \"Email\",\n                    \"Phone\",\n                    \"Lead_Source\"\n                ],\n                \"favorite\": null,\n                \"sort_order\": null\n            },\n            \"parent_module\": {}\n        }\n    ]\n}"
    },
    {
      "name": "INVALID_MODULE",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2/settings/modules/Lead",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "settings",
            "modules",
            "Lead"
          ]
        }
      },
      "status": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 12:22:27 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "110"
        },
        {
          "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": "X-Download-Options",
          "value": "noopen"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"INVALID_MODULE\",\n    \"details\": {},\n    \"message\": \"the module name given seems to be invalid\",\n    \"status\": \"error\"\n}"
    },
    {
      "name": "INVALID_URL_PATTERN",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2/settings/module/Leads",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "settings",
            "module",
            "Leads"
          ]
        }
      },
      "status": "Not Found",
      "code": 404,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Tue, 11 May 2021 12:22:42 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "131"
        },
        {
          "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",
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