Chilkat Online Tools

delphiAx / Zoho CRM REST APIs / Leads

Back to Collection Items

var
http: TChilkatHttp;
success: Integer;
sbResponseBody: TChilkatStringBuilder;
jResp: TChilkatJsonObject;
respStatusCode: Integer;
next_field_value: WideString;
name: WideString;
criteria_matched: Integer;
id: WideString;
v_type: WideString;
criteria_message: WideString;
percent_partial_save: Integer;
execution_time: WideString;
j: Integer;
count_j: Integer;
display_label: WideString;
data_type: WideString;
column_name: WideString;
transition_sequence: Integer;
mandatory: Integer;
layouts: WideString;
content: WideString;
system_mandatory: Integer;
v_private: WideString;
webhook: Integer;
json_type: WideString;
crypt: WideString;
field_label: WideString;
tooltip: WideString;
created_source: WideString;
layoutsName: WideString;
layoutsId: WideString;
field_read_only: Integer;
display_type: Integer;
ui_type: Integer;
validation_rule: WideString;
read_only: Integer;
association_details: WideString;
quick_sequence_number: WideString;
custom_field: Integer;
hipaa_compliance: WideString;
filterable: Integer;
Contacts: WideString;
Deals: WideString;
Accounts: WideString;
visible: Integer;
length: Integer;
View: Integer;
Edit: Integer;
Quick_create: Integer;
Create: Integer;
pick_list_values_sorted_lexically: Integer;
sortable: Integer;
external: WideString;
api_name: WideString;
history_tracking: WideString;
hipaa_compliance_enabled: Integer;
decimal_place: WideString;
k: Integer;
count_k: Integer;
permission_type: WideString;
Field_id: WideString;
Escalation: WideString;
Is_continuous: Integer;
Api_name: WideString;
Continuous: Integer;
Field_label: WideString;
Name: WideString;
Column_name: WideString;
Field_value: WideString;
Id: WideString;
Field_name: WideString;
i: Integer;
count_i: Integer;

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

http := TChilkatHttp.Create(Self);

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

sbResponseBody := TChilkatStringBuilder.Create(Self);
success := http.QuickGetSb('https://domain.com/crm/v2.1/Leads/{{record_id}}/actions/blueprint',sbResponseBody.ControlInterface);
if (success = 0) then
  begin
    Memo1.Lines.Add(http.LastErrorText);
    Exit;
  end;

jResp := TChilkatJsonObject.Create(Self);
jResp.LoadSb(sbResponseBody.ControlInterface);
jResp.EmitCompact := 0;

Memo1.Lines.Add('Response Body:');
Memo1.Lines.Add(jResp.Emit());

respStatusCode := http.LastStatus;
Memo1.Lines.Add('Response Status Code = ' + IntToStr(respStatusCode));
if (respStatusCode >= 400) then
  begin
    Memo1.Lines.Add('Response Header:');
    Memo1.Lines.Add(http.LastHeader);
    Memo1.Lines.Add('Failed.');
    Exit;
  end;

// 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

Field_id := jResp.StringOf('blueprint.process_info.field_id');
Escalation := jResp.StringOf('blueprint.process_info.escalation');
Is_continuous := jResp.BoolOf('blueprint.process_info.is_continuous');
Api_name := jResp.StringOf('blueprint.process_info.api_name');
Continuous := jResp.BoolOf('blueprint.process_info.continuous');
Field_label := jResp.StringOf('blueprint.process_info.field_label');
Name := jResp.StringOf('blueprint.process_info.name');
Column_name := jResp.StringOf('blueprint.process_info.column_name');
Field_value := jResp.StringOf('blueprint.process_info.field_value');
Id := jResp.StringOf('blueprint.process_info.id');
Field_name := jResp.StringOf('blueprint.process_info.field_name');
i := 0;
count_i := jResp.SizeOfArray('blueprint.transitions');
while i < count_i do
  begin
    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 do
      begin
        jResp.J := j;
        j := j + 1;
      end;

    j := 0;
    count_j := jResp.SizeOfArray('blueprint.transitions[i].fields');
    while j < count_j do
      begin
        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 do
          begin
            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;
          end;

        k := 0;
        count_k := jResp.SizeOfArray('blueprint.transitions[i].fields[j].pick_list_values');
        while k < count_k do
          begin
            jResp.K := k;
            k := k + 1;
          end;

        j := j + 1;
      end;

    i := i + 1;
  end;

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                        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