Chilkat Online Tools

DataFlex / Zoho CRM REST APIs / Convert Lead

Back to Collection Items

Use ChilkatAx-win32.pkg

Procedure Test
    Handle hoHttp
    Boolean iSuccess
    Variant vJson
    Handle hoJson
    Variant vResp
    Handle hoResp
    Variant vSbResponseBody
    Handle hoSbResponseBody
    Handle hoJResp
    Integer iRespStatusCode
    String sContacts
    String sDeals
    String sAccounts
    Integer i
    Integer iCount_i
    String sTemp1
    Boolean bTemp1

    // This example assumes the Chilkat API to have been previously unlocked.
    // See Global Unlock Sample for sample code.

    Get Create (RefClass(cComChilkatHttp)) To hoHttp
    If (Not(IsComObjectCreated(hoHttp))) Begin
        Send CreateComObject of hoHttp
    End

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

    // The following JSON is sent in the request body.

    // {
    //   "data": [
    //     {
    //       "overwrite": true,
    //       "notify_lead_owner": true,
    //       "notify_new_entity_owner": true,
    //       "Accounts": "4150868000003960001",
    //       "Contacts": "4150868000002563049",
    //       "assign_to": "4150868000001248015",
    //       "Deals": {
    //         "Deal_Name": "Sample",
    //         "Closing_Date": "2021-01-25",
    //         "Stage": "Closed Won",
    //         "Amount": 5000,
    //         "Pipeline": "Standard (Standard)"
    //       },
    //       "carry_over_tags": {
    //         "Contacts": [
    //           "tag1",
    //           "tag2"
    //         ],
    //         "Accounts": [
    //           "tag1"
    //         ],
    //         "Deals": [
    //           "tag1"
    //         ]
    //       }
    //     }
    //   ]
    // }

    Get Create (RefClass(cComChilkatJsonObject)) To hoJson
    If (Not(IsComObjectCreated(hoJson))) Begin
        Send CreateComObject of hoJson
    End
    Get ComUpdateBool Of hoJson "data[0].overwrite" True To iSuccess
    Get ComUpdateBool Of hoJson "data[0].notify_lead_owner" True To iSuccess
    Get ComUpdateBool Of hoJson "data[0].notify_new_entity_owner" True To iSuccess
    Get ComUpdateString Of hoJson "data[0].Accounts" "4150868000003960001" To iSuccess
    Get ComUpdateString Of hoJson "data[0].Contacts" "4150868000002563049" To iSuccess
    Get ComUpdateString Of hoJson "data[0].assign_to" "4150868000001248015" To iSuccess
    Get ComUpdateString Of hoJson "data[0].Deals.Deal_Name" "Sample" To iSuccess
    Get ComUpdateString Of hoJson "data[0].Deals.Closing_Date" "2021-01-25" To iSuccess
    Get ComUpdateString Of hoJson "data[0].Deals.Stage" "Closed Won" To iSuccess
    Get ComUpdateInt Of hoJson "data[0].Deals.Amount" 5000 To iSuccess
    Get ComUpdateString Of hoJson "data[0].Deals.Pipeline" "Standard (Standard)" To iSuccess
    Get ComUpdateString Of hoJson "data[0].carry_over_tags.Contacts[0]" "tag1" To iSuccess
    Get ComUpdateString Of hoJson "data[0].carry_over_tags.Contacts[1]" "tag2" To iSuccess
    Get ComUpdateString Of hoJson "data[0].carry_over_tags.Accounts[0]" "tag1" To iSuccess
    Get ComUpdateString Of hoJson "data[0].carry_over_tags.Deals[0]" "tag1" To iSuccess

    // Adds the "Authorization: Bearer <access_token>" header.
    Set ComAuthToken Of hoHttp To "<access_token>"

    Get pvComObject of hoJson to vJson
    Get ComPostJson3 Of hoHttp "https://domain.com/crm/v2.1/Leads/{{lead_id}}/actions/convert" "application/json" vJson To vResp
    If (IsComObject(vResp)) Begin
        Get Create (RefClass(cComChilkatHttpResponse)) To hoResp
        Set pvComObject Of hoResp To vResp
    End
    Get ComLastMethodSuccess Of hoHttp To bTemp1
    If (bTemp1 = False) Begin
        Get ComLastErrorText Of hoHttp To sTemp1
        Showln sTemp1
        Procedure_Return
    End

    Get Create (RefClass(cComChilkatStringBuilder)) To hoSbResponseBody
    If (Not(IsComObjectCreated(hoSbResponseBody))) Begin
        Send CreateComObject of hoSbResponseBody
    End
    Get pvComObject of hoSbResponseBody to vSbResponseBody
    Get ComGetBodySb Of hoResp vSbResponseBody To iSuccess

    Get Create (RefClass(cComChilkatJsonObject)) To hoJResp
    If (Not(IsComObjectCreated(hoJResp))) Begin
        Send CreateComObject of hoJResp
    End
    Get pvComObject of hoSbResponseBody to vSbResponseBody
    Get ComLoadSb Of hoJResp vSbResponseBody To iSuccess
    Set ComEmitCompact Of hoJResp To False

    Showln "Response Body:"
    Get ComEmit Of hoJResp To sTemp1
    Showln sTemp1

    Get ComStatusCode Of hoResp To iRespStatusCode
    Showln "Response Status Code = " iRespStatusCode
    If (iRespStatusCode >= 400) Begin
        Showln "Response Header:"
        Get ComHeader Of hoResp To sTemp1
        Showln sTemp1
        Showln "Failed."
        Send Destroy of hoResp
        Procedure_Return
    End

    Send Destroy of hoResp

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

    // {
    //   "data": [
    //     {
    //       "Contacts": "738964000002058055",
    //       "Deals": "738964000002130035",
    //       "Accounts": "738964000002058030"
    //     }
    //   ]
    // }

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

    Move 0 To i
    Get ComSizeOfArray Of hoJResp "data" To iCount_i
    While (i < iCount_i)
        Set ComI Of hoJResp To i
        Get ComStringOf Of hoJResp "data[i].Contacts" To sContacts
        Get ComStringOf Of hoJResp "data[i].Deals" To sDeals
        Get ComStringOf Of hoJResp "data[i].Accounts" To sAccounts
        Move (i + 1) To i
    Loop



End_Procedure

Curl Command

curl -X POST
	-H "Authorization: Bearer <access_token>"
	-d '{
    "data": [
        {
            "overwrite": true,
            "notify_lead_owner": true,
            "notify_new_entity_owner": true,
            "Accounts": "4150868000003960001",
            "Contacts": "4150868000002563049",
            "assign_to": "4150868000001248015",
            "Deals": {
                "Deal_Name": "Sample",
                "Closing_Date": "2021-01-25",
                "Stage": "Closed Won",
                "Amount": 5000,
                "Pipeline":"Standard (Standard)"
            },
            "carry_over_tags": {
                "Contacts": [
                    "tag1",
                    "tag2"
                ],
                "Accounts": [
                    "tag1"
                ],
                "Deals": [
                    "tag1"
                ]
            }
        }
    ]
}'
https://domain.com/crm/v2.1/Leads/{{lead_id}}/actions/convert

Postman Collection Item JSON

{
  "name": "Convert Lead",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "POST",
    "header": [
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"4150868000003960001\",\n            \"Contacts\": \"4150868000002563049\",\n            \"assign_to\": \"4150868000001248015\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
      "options": {
        "raw": {
          "language": "json"
        }
      }
    },
    "url": {
      "raw": "{{api-domain}}/crm/v2.1/Leads/{{lead_id}}/actions/convert",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2.1",
        "Leads",
        "{{lead_id}}",
        "actions",
        "convert"
      ]
    },
    "description": "To convert a lead into a contact or an account."
  },
  "response": [
    {
      "name": "SUCCESS RESPONSE",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118026/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118026",
            "actions",
            "convert"
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:18:23 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "105"
        },
        {
          "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": "2021-05-07T06:44:53+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4016256"
        },
        {
          "key": "clientsubVersion",
          "value": "8ef7aa3133ce0e105307c407d89b23d9"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        },
        {
          "key": "Strict-Transport-Security",
          "value": "max-age=15768000"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"Contacts\": \"738964000002058055\",\n            \"Deals\": \"738964000002130035\",\n            \"Accounts\": \"738964000002058030\"\n        }\n    ]\n}"
    },
    {
      "name": "ID_ALREADY_CONVERTED",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118012/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118012",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:19:47 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "105"
        },
        {
          "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": "2021-05-07T06:44:53+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4016256"
        },
        {
          "key": "clientsubVersion",
          "value": "8ef7aa3133ce0e105307c407d89b23d9"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"data\": [\n        {\n            \"code\": \"ID_ALREADY_CONVERTED\",\n            \"details\": {},\n            \"message\": \"id already converted\",\n            \"status\": \"error\"\n        }\n    ]\n}"
    },
    {
      "name": "INVALID_REQUEST_METHOD",
      "originalRequest": {
        "method": "PUT",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118012/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118012",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Bad Request",
      "code": 400,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:20:46 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "124"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "X-Frame-Options",
          "value": "deny"
        },
        {
          "key": "X-Download-Options",
          "value": "noopen"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"INVALID_REQUEST_METHOD\",\n    \"details\": {},\n    \"message\": \"The http request method type is not a valid one\",\n    \"status\": \"error\"\n}"
    },
    {
      "name": "AUTHENTICATION_FAILURE",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/738964000002118012/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "738964000002118012",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Unauthorized",
      "code": 401,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:21:04 GMT"
        },
        {
          "key": "Content-Type",
          "value": "application/json;charset=utf-8"
        },
        {
          "key": "Content-Length",
          "value": "98"
        },
        {
          "key": "Connection",
          "value": "keep-alive"
        },
        {
          "key": "Referrer-Policy",
          "value": "strict-origin"
        },
        {
          "key": "X-Content-Type-Options",
          "value": "nosniff"
        },
        {
          "key": "X-XSS-Protection",
          "value": "1; mode=block"
        },
        {
          "key": "Pragma",
          "value": "no-cache"
        },
        {
          "key": "Cache-Control",
          "value": "no-cache"
        },
        {
          "key": "Expires",
          "value": "Thu, 01 Jan 1970 00:00:00 GMT"
        },
        {
          "key": "X-Frame-Options",
          "value": "SAMEORIGIN"
        },
        {
          "key": "X-Download-Options",
          "value": "noopen"
        }
      ],
      "cookie": [
      ],
      "body": "{\n    \"code\": \"AUTHENTICATION_FAILURE\",\n    \"details\": {},\n    \"message\": \"Authentication failed\",\n    \"status\": \"error\"\n}"
    },
    {
      "name": "INVALID_DATA",
      "originalRequest": {
        "method": "POST",
        "header": [
        ],
        "body": {
          "mode": "raw",
          "raw": "{\n    \"data\": [\n        {\n            \"overwrite\": true,\n            \"notify_lead_owner\": true,\n            \"notify_new_entity_owner\": true,\n            \"Accounts\": \"738964000002058030\",\n            \"Contacts\": \"738964000002058055\",\n            \"assign_to\": \"738964000000291009\",\n            \"Deals\": {\n                \"Deal_Name\": \"Sample\",\n                \"Closing_Date\": \"2021-01-25\",\n                \"Stage\": \"Closed Won\",\n                \"Amount\": 5000,\n                \"Pipeline\":\"Standard (Standard)\"\n            },\n            \"carry_over_tags\": {\n                \"Contacts\": [\n                    \"tag1\",\n                    \"tag2\"\n                ],\n                \"Accounts\": [\n                    \"tag1\"\n                ],\n                \"Deals\": [\n                    \"tag1\"\n                ]\n            }\n        }\n    ]\n}",
          "options": {
            "raw": {
              "language": "json"
            }
          }
        },
        "url": {
          "raw": "{{api-domain}}/crm/v2.1/Leads/73896400000211801/actions/convert",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2.1",
            "Leads",
            "73896400000211801",
            "actions",
            "convert"
          ]
        }
      },
      "status": "Accepted",
      "code": 202,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Fri, 07 May 2021 06:22:28 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",
          "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": "2021-05-07T06:44:53+00:00"
        },
        {
          "key": "clientVersion",
          "value": "4016256"
        },
        {
          "key": "clientsubVersion",
          "value": "8ef7aa3133ce0e105307c407d89b23d9"
        },
        {
          "key": "Content-Disposition",
          "value": "attachment; filename=response.json"
        },
        {
          "key": "Content-Language",
          "value": "en-US"
        }
      ],
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