Chilkat Online Tools

C# / 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.

Chilkat.Http http = new Chilkat.Http();
bool success;

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

Chilkat.StringBuilder sbResponseBody = new Chilkat.StringBuilder();
success = http.QuickGetSb("https://domain.com/crm/v2.1/Leads/{{record_id}}/actions/blueprint",sbResponseBody);
if (success == false) {
    Debug.WriteLine(http.LastErrorText);
    return;
}

Chilkat.JsonObject jResp = new Chilkat.JsonObject();
jResp.LoadSb(sbResponseBody);
jResp.EmitCompact = false;

Debug.WriteLine("Response Body:");
Debug.WriteLine(jResp.Emit());

int respStatusCode = http.LastStatus;
Debug.WriteLine("Response Status Code = " + Convert.ToString(respStatusCode));
if (respStatusCode >= 400) {
    Debug.WriteLine("Response Header:");
    Debug.WriteLine(http.LastHeader);
    Debug.WriteLine("Failed.");
    return;
}

// 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

string next_field_value;
string name;
bool criteria_matched;
string id;
string v_type;
string criteria_message;
int percent_partial_save;
string execution_time;
int j;
int count_j;
string display_label;
string data_type;
string column_name;
int transition_sequence;
bool mandatory;
string layouts;
string content;
bool system_mandatory;
string v_private;
bool webhook;
string json_type;
string crypt;
string field_label;
string tooltip;
string created_source;
string layoutsName;
string layoutsId;
bool field_read_only;
int display_type;
int ui_type;
string validation_rule;
bool read_only;
string association_details;
string quick_sequence_number;
bool custom_field;
string hipaa_compliance;
bool filterable;
string Contacts;
string Deals;
string Accounts;
bool visible;
int length;
bool View;
bool Edit;
bool Quick_create;
bool Create;
bool pick_list_values_sorted_lexically;
bool sortable;
string external;
string api_name;
string history_tracking;
bool hipaa_compliance_enabled;
string decimal_place;
int k;
int count_k;
string permission_type;

string Field_id = jResp.StringOf("blueprint.process_info.field_id");
string Escalation = jResp.StringOf("blueprint.process_info.escalation");
bool Is_continuous = jResp.BoolOf("blueprint.process_info.is_continuous");
string Api_name = jResp.StringOf("blueprint.process_info.api_name");
bool Continuous = jResp.BoolOf("blueprint.process_info.continuous");
string Field_label = jResp.StringOf("blueprint.process_info.field_label");
string Name = jResp.StringOf("blueprint.process_info.name");
string Column_name = jResp.StringOf("blueprint.process_info.column_name");
string Field_value = jResp.StringOf("blueprint.process_info.field_value");
string Id = jResp.StringOf("blueprint.process_info.id");
string Field_name = jResp.StringOf("blueprint.process_info.field_name");
int i = 0;
int count_i = jResp.SizeOfArray("blueprint.transitions");
while (i < count_i) {
    jResp.I = i;
    next_field_value = jResp.StringOf("blueprint.transitions[i].next_field_value");
    name = jResp.StringOf("blueprint.transitions[i].name");
    criteria_matched = jResp.BoolOf("blueprint.transitions[i].criteria_matched");
    id = jResp.StringOf("blueprint.transitions[i].id");
    v_type = jResp.StringOf("blueprint.transitions[i].type");
    criteria_message = jResp.StringOf("blueprint.transitions[i].criteria_message");
    percent_partial_save = jResp.IntOf("blueprint.transitions[i].percent_partial_save");
    execution_time = jResp.StringOf("blueprint.transitions[i].execution_time");
    j = 0;
    count_j = jResp.SizeOfArray("blueprint.transitions[i].next_transitions");
    while (j < count_j) {
        jResp.J = j;
        j = j + 1;
    }

    j = 0;
    count_j = jResp.SizeOfArray("blueprint.transitions[i].fields");
    while (j < count_j) {
        jResp.J = j;
        display_label = jResp.StringOf("blueprint.transitions[i].fields[j].display_label");
        data_type = jResp.StringOf("blueprint.transitions[i].fields[j].data_type");
        v_type = jResp.StringOf("blueprint.transitions[i].fields[j]._type");
        column_name = jResp.StringOf("blueprint.transitions[i].fields[j].column_name");
        id = jResp.StringOf("blueprint.transitions[i].fields[j].id");
        transition_sequence = jResp.IntOf("blueprint.transitions[i].fields[j].transition_sequence");
        mandatory = jResp.BoolOf("blueprint.transitions[i].fields[j].mandatory");
        layouts = jResp.StringOf("blueprint.transitions[i].fields[j].layouts");
        content = jResp.StringOf("blueprint.transitions[i].fields[j].content");
        system_mandatory = jResp.BoolOf("blueprint.transitions[i].fields[j].system_mandatory");
        v_private = jResp.StringOf("blueprint.transitions[i].fields[j].private");
        webhook = jResp.BoolOf("blueprint.transitions[i].fields[j].webhook");
        json_type = jResp.StringOf("blueprint.transitions[i].fields[j].json_type");
        crypt = jResp.StringOf("blueprint.transitions[i].fields[j].crypt");
        field_label = jResp.StringOf("blueprint.transitions[i].fields[j].field_label");
        tooltip = jResp.StringOf("blueprint.transitions[i].fields[j].tooltip");
        created_source = jResp.StringOf("blueprint.transitions[i].fields[j].created_source");
        layoutsName = jResp.StringOf("blueprint.transitions[i].fields[j].layouts.name");
        layoutsId = jResp.StringOf("blueprint.transitions[i].fields[j].layouts.id");
        field_read_only = jResp.BoolOf("blueprint.transitions[i].fields[j].field_read_only");
        display_type = jResp.IntOf("blueprint.transitions[i].fields[j].display_type");
        ui_type = jResp.IntOf("blueprint.transitions[i].fields[j].ui_type");
        validation_rule = jResp.StringOf("blueprint.transitions[i].fields[j].validation_rule");
        read_only = jResp.BoolOf("blueprint.transitions[i].fields[j].read_only");
        association_details = jResp.StringOf("blueprint.transitions[i].fields[j].association_details");
        quick_sequence_number = jResp.StringOf("blueprint.transitions[i].fields[j].quick_sequence_number");
        custom_field = jResp.BoolOf("blueprint.transitions[i].fields[j].custom_field");
        hipaa_compliance = jResp.StringOf("blueprint.transitions[i].fields[j].hipaa_compliance");
        filterable = jResp.BoolOf("blueprint.transitions[i].fields[j].filterable");
        Contacts = jResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Contacts");
        Deals = jResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Deals");
        Accounts = jResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Accounts");
        visible = jResp.BoolOf("blueprint.transitions[i].fields[j].visible");
        length = jResp.IntOf("blueprint.transitions[i].fields[j].length");
        View = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.view");
        Edit = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.edit");
        Quick_create = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.quick_create");
        Create = jResp.BoolOf("blueprint.transitions[i].fields[j].view_type.create");
        pick_list_values_sorted_lexically = jResp.BoolOf("blueprint.transitions[i].fields[j].pick_list_values_sorted_lexically");
        sortable = jResp.BoolOf("blueprint.transitions[i].fields[j].sortable");
        external = jResp.StringOf("blueprint.transitions[i].fields[j].external");
        api_name = jResp.StringOf("blueprint.transitions[i].fields[j].api_name");
        history_tracking = jResp.StringOf("blueprint.transitions[i].fields[j].history_tracking");
        hipaa_compliance_enabled = jResp.BoolOf("blueprint.transitions[i].fields[j].hipaa_compliance_enabled");
        decimal_place = jResp.StringOf("blueprint.transitions[i].fields[j].decimal_place");
        k = 0;
        count_k = jResp.SizeOfArray("blueprint.transitions[i].fields[j].profiles");
        while (k < count_k) {
            jResp.K = k;
            permission_type = jResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].permission_type");
            name = jResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].name");
            id = jResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].id");
            k = k + 1;
        }

        k = 0;
        count_k = jResp.SizeOfArray("blueprint.transitions[i].fields[j].pick_list_values");
        while (k < count_k) {
            jResp.K = k;
            k = k + 1;
        }

        j = j + 1;
    }

    i = i + 1;
}

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                            \"Deals\": null,\n                            \"Accounts\": null\n                        },\n                        \"visible\": false,\n                        \"profiles\": [\n                            {\n                                \"permission_type\": \"read_write\",\n                                \"name\": \"Administrator\",\n                                \"id\": \"738964000000015972\"\n                            },\n                            {\n                                \"permission_type\": \"read_write\",\n                                \"name\": \"Standard\",\n                                \"id\": \"738964000000015975\"\n                            },\n                            {\n                                \"permission_type\": \"read_write\",\n                                \"name\": \"Sample\",\n                                \"id\": \"738964000001348001\"\n                            }\n                        ],\n                        \"length\": 100,\n                        \"column_name\": \"EMAIL\",\n                        \"_type\": \"fields\",\n                        \"view_type\": {\n                            \"view\": true,\n                            \"edit\": true,\n                            \"quick_create\": true,\n                            \"create\": true\n                        },\n                        \"pick_list_values_sorted_lexically\": false,\n                        \"sortable\": true,\n                        \"transition_sequence\": 4,\n                        \"external\": null,\n                        \"api_name\": \"Email\",\n                        \"unique\": {},\n                        \"history_tracking\": null,\n                        \"data_type\": \"email\",\n                        \"formula\": {},\n                        \"hipaa_compliance_enabled\": false,\n                        \"decimal_place\": null,\n                        \"multiselectlookup\": {},\n        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