Chilkat Online Tools

C# / Zoho CRM REST APIs / Pipeline

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;

Chilkat.JsonObject queryParams = new Chilkat.JsonObject();
queryParams.UpdateString("layout_id","{{layout_id}}");

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

Chilkat.HttpResponse resp = http.QuickRequestParams("GET","https://domain.com/crm/v2.1/settings/pipeline",queryParams);
if (http.LastMethodSuccess == false) {
    Debug.WriteLine(http.LastErrorText);
    return;
}

Chilkat.StringBuilder sbResponseBody = new Chilkat.StringBuilder();
resp.GetBodySb(sbResponseBody);

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

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

int respStatusCode = resp.StatusCode;
Debug.WriteLine("Response Status Code = " + Convert.ToString(respStatusCode));
if (respStatusCode >= 400) {
    Debug.WriteLine("Response Header:");
    Debug.WriteLine(resp.Header);
    Debug.WriteLine("Failed.");

    return;
}

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

// {
//   "pipeline": [
//     {
//       "display_value": "Standard (Standard)",
//       "default": false,
//       "maps": [
//         {
//           "display_value": "Qualification",
//           "sequence_number": 1,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Qualification",
//           "id": "738964000000007104",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Needs Analysis",
//           "sequence_number": 2,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Needs Analysis",
//           "id": "738964000000007106",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Value Proposition",
//           "sequence_number": 3,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Value Proposition",
//           "id": "738964000000007108",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Identify Decision Makers",
//           "sequence_number": 4,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Id. Decision Makers",
//           "id": "738964000000007110",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Proposal/Price Quote",
//           "sequence_number": 5,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Proposal/Price Quote",
//           "id": "738964000000007112",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Negotiation/Review",
//           "sequence_number": 6,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Negotiation/Review",
//           "id": "738964000000007114",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Closed Won",
//           "sequence_number": 7,
//           "forecast_category": {
//             "name": "Closed",
//             "id": "738964000000007094"
//           },
//           "actual_value": "Closed Won",
//           "id": "738964000000007116",
//           "forecast_type": "Closed Won"
//         },
//         {
//           "display_value": "Closed Lost",
//           "sequence_number": 8,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost",
//           "id": "738964000000007118",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Closed-Lost to Competition",
//           "sequence_number": 9,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost to Competition",
//           "id": "738964000000007120",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Start",
//           "sequence_number": 10,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Start",
//           "id": "738964000002131043",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Discount Approved",
//           "sequence_number": 11,
//           "forecast_category": {
//             "name": "Closed",
//             "id": "738964000000007094"
//           },
//           "actual_value": "Discount Approved",
//           "id": "738964000002131049",
//           "forecast_type": "Closed Won"
//         },
//         {
//           "display_value": "Discount Rejected",
//           "sequence_number": 12,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Discount Rejected",
//           "id": "738964000002131055",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Contract Sent",
//           "sequence_number": 13,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Contract Sent",
//           "id": "738964000002131061",
//           "forecast_type": "Open"
//         }
//       ],
//       "actual_value": "Standard (Standard)",
//       "id": "738964000001920858"
//     },
//     {
//       "display_value": "sample",
//       "default": true,
//       "maps": [
//         {
//           "display_value": "Qualification",
//           "sequence_number": 1,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Qualification",
//           "id": "738964000000007104",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Needs Analysis",
//           "sequence_number": 2,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Needs Analysis",
//           "id": "738964000000007106",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Value Proposition",
//           "sequence_number": 3,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Value Proposition",
//           "id": "738964000000007108",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Identify Decision Makers",
//           "sequence_number": 4,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Id. Decision Makers",
//           "id": "738964000000007110",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Proposal/Price Quote",
//           "sequence_number": 5,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Proposal/Price Quote",
//           "id": "738964000000007112",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Negotiation/Review",
//           "sequence_number": 6,
//           "forecast_category": {
//             "name": "Pipeline",
//             "id": "738964000000007092"
//           },
//           "actual_value": "Negotiation/Review",
//           "id": "738964000000007114",
//           "forecast_type": "Open"
//         },
//         {
//           "display_value": "Closed Won",
//           "sequence_number": 7,
//           "forecast_category": {
//             "name": "Closed",
//             "id": "738964000000007094"
//           },
//           "actual_value": "Closed Won",
//           "id": "738964000000007116",
//           "forecast_type": "Closed Won"
//         },
//         {
//           "display_value": "Closed Lost",
//           "sequence_number": 8,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost",
//           "id": "738964000000007118",
//           "forecast_type": "Closed Lost"
//         },
//         {
//           "display_value": "Closed-Lost to Competition",
//           "sequence_number": 9,
//           "forecast_category": {
//             "name": "Omitted",
//             "id": "738964000000007096"
//           },
//           "actual_value": "Closed Lost to Competition",
//           "id": "738964000000007120",
//           "forecast_type": "Closed Lost"
//         }
//       ],
//       "actual_value": "sample",
//       "id": "738964000001920866"
//     }
//   ]
// }

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

string display_value;
bool default;
string actual_value;
string id;
int j;
int count_j;
int sequence_number;
string Name;
string Id;
string forecast_type;

int i = 0;
int count_i = jResp.SizeOfArray("pipeline");
while (i < count_i) {
    jResp.I = i;
    display_value = jResp.StringOf("pipeline[i].display_value");
    default = jResp.BoolOf("pipeline[i].default");
    actual_value = jResp.StringOf("pipeline[i].actual_value");
    id = jResp.StringOf("pipeline[i].id");
    j = 0;
    count_j = jResp.SizeOfArray("pipeline[i].maps");
    while (j < count_j) {
        jResp.J = j;
        display_value = jResp.StringOf("pipeline[i].maps[j].display_value");
        sequence_number = jResp.IntOf("pipeline[i].maps[j].sequence_number");
        Name = jResp.StringOf("pipeline[i].maps[j].forecast_category.name");
        Id = jResp.StringOf("pipeline[i].maps[j].forecast_category.id");
        actual_value = jResp.StringOf("pipeline[i].maps[j].actual_value");
        id = jResp.StringOf("pipeline[i].maps[j].id");
        forecast_type = jResp.StringOf("pipeline[i].maps[j].forecast_type");
        j = j + 1;
    }

    i = i + 1;
}

Curl Command

curl -G -d "layout_id=%7B%7Blayout_id%7D%7D"
	-H "Authorization: Bearer <access_token>"
https://domain.com/crm/v2.1/settings/pipeline

Postman Collection Item JSON

{
  "name": "Pipeline",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "GET",
    "header": [
    ],
    "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}}"
        }
      ]
    }
  },
  "response": [
    {
      "name": "P1: id",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/settings/pipeline?layout_id=738964000000095023",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "settings",
            "pipeline"
          ],
          "query": [
            {
              "key": "layout_id",
              "value": "738964000000095023"
            }
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 09:48:38 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    \"pipeline\": [\n        {\n            \"display_value\": \"Standard (Standard)\",\n            \"default\": false,\n            \"maps\": [\n                {\n                    \"display_value\": \"Qualification\",\n                    \"sequence_number\": 1,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Qualification\",\n                    \"id\": \"738964000000007104\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Needs Analysis\",\n                    \"sequence_number\": 2,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Needs Analysis\",\n                    \"id\": \"738964000000007106\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Value Proposition\",\n                    \"sequence_number\": 3,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Value Proposition\",\n                    \"id\": \"738964000000007108\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Identify Decision Makers\",\n                    \"sequence_number\": 4,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Id. Decision Makers\",\n                    \"id\": \"738964000000007110\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Proposal/Price Quote\",\n                    \"sequence_number\": 5,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Proposal/Price Quote\",\n                    \"id\": \"738964000000007112\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Negotiation/Review\",\n                    \"sequence_number\": 6,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Negotiation/Review\",\n                    \"id\": \"738964000000007114\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Closed Won\",\n                    \"sequence_number\": 7,\n                    \"forecast_category\": {\n                        \"name\": \"Closed\",\n                        \"id\": \"738964000000007094\"\n                    },\n                    \"actual_value\": \"Closed Won\",\n                    \"id\": \"738964000000007116\",\n                    \"forecast_type\": \"Closed Won\"\n                },\n                {\n                    \"display_value\": \"Closed Lost\",\n                    \"sequence_number\": 8,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost\",\n                    \"id\": \"738964000000007118\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Closed-Lost to Competition\",\n                    \"sequence_number\": 9,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost to Competition\",\n                    \"id\": \"738964000000007120\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Start\",\n                    \"sequence_number\": 10,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Start\",\n                    \"id\": \"738964000002131043\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Discount Approved\",\n                    \"sequence_number\": 11,\n                    \"forecast_category\": {\n                        \"name\": \"Closed\",\n                        \"id\": \"738964000000007094\"\n                    },\n                    \"actual_value\": \"Discount Approved\",\n                    \"id\": \"738964000002131049\",\n                    \"forecast_type\": \"Closed Won\"\n                },\n                {\n                    \"display_value\": \"Discount Rejected\",\n                    \"sequence_number\": 12,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Discount Rejected\",\n                    \"id\": \"738964000002131055\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Contract Sent\",\n                    \"sequence_number\": 13,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Contract Sent\",\n                    \"id\": \"738964000002131061\",\n                    \"forecast_type\": \"Open\"\n                }\n            ],\n            \"actual_value\": \"Standard (Standard)\",\n            \"id\": \"738964000001920858\"\n        },\n        {\n            \"display_value\": \"sample\",\n            \"default\": true,\n            \"maps\": [\n                {\n                    \"display_value\": \"Qualification\",\n                    \"sequence_number\": 1,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Qualification\",\n                    \"id\": \"738964000000007104\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Needs Analysis\",\n                    \"sequence_number\": 2,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Needs Analysis\",\n                    \"id\": \"738964000000007106\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Value Proposition\",\n                    \"sequence_number\": 3,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Value Proposition\",\n                    \"id\": \"738964000000007108\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Identify Decision Makers\",\n                    \"sequence_number\": 4,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Id. Decision Makers\",\n                    \"id\": \"738964000000007110\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Proposal/Price Quote\",\n                    \"sequence_number\": 5,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Proposal/Price Quote\",\n                    \"id\": \"738964000000007112\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Negotiation/Review\",\n                    \"sequence_number\": 6,\n                    \"forecast_category\": {\n                        \"name\": \"Pipeline\",\n                        \"id\": \"738964000000007092\"\n                    },\n                    \"actual_value\": \"Negotiation/Review\",\n                    \"id\": \"738964000000007114\",\n                    \"forecast_type\": \"Open\"\n                },\n                {\n                    \"display_value\": \"Closed Won\",\n                    \"sequence_number\": 7,\n                    \"forecast_category\": {\n                        \"name\": \"Closed\",\n                        \"id\": \"738964000000007094\"\n                    },\n                    \"actual_value\": \"Closed Won\",\n                    \"id\": \"738964000000007116\",\n                    \"forecast_type\": \"Closed Won\"\n                },\n                {\n                    \"display_value\": \"Closed Lost\",\n                    \"sequence_number\": 8,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost\",\n                    \"id\": \"738964000000007118\",\n                    \"forecast_type\": \"Closed Lost\"\n                },\n                {\n                    \"display_value\": \"Closed-Lost to Competition\",\n                    \"sequence_number\": 9,\n                    \"forecast_category\": {\n                        \"name\": \"Omitted\",\n                        \"id\": \"738964000000007096\"\n                    },\n                    \"actual_value\": \"Closed Lost to Competition\",\n                    \"id\": \"738964000000007120\",\n                    \"forecast_type\": \"Closed Lost\"\n                }\n            ],\n            \"actual_value\": \"sample\",\n            \"id\": \"738964000001920866\"\n        }\n    ]\n}"
    },
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "GET",
        "header": [
        ],
        "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": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Mon, 10 May 2021 10:56:06 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": "2021-05-10T17:05:19+05:30"
        },
        {
          "key": "clientVersion",
          "value": "4016246"
        },
        {
          "key": "clientsubVersion",
          "value": "59f8474ad0046d6a2f6204e0448818d0"
        },
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