Chilkat Online Tools

PowerBuilder / Zoho CRM REST APIs / Leads

Back to Collection Items

integer li_rc
oleobject loo_Http
integer li_Success
oleobject loo_SbResponseBody
oleobject loo_JResp
integer li_RespStatusCode
string ls_Next_field_value
string ls_Name
integer li_Criteria_matched
string ls_Id
string ls_V_type
string ls_Criteria_message
integer li_Percent_partial_save
string ls_Execution_time
integer j
integer li_Count_j
string ls_Display_label
string ls_Data_type
string ls_Column_name
integer li_Transition_sequence
integer li_Mandatory
string ls_Layouts
string ls_Content
integer li_System_mandatory
string ls_V_private
integer li_Webhook
string ls_Json_type
string ls_Crypt
string ls_Field_label
string ls_Tooltip
string ls_Created_source
string ls_LayoutsName
string ls_LayoutsId
integer li_Field_read_only
integer li_Ui_type
string ls_Validation_rule
integer li_Read_only
string ls_Association_details
string ls_Quick_sequence_number
integer li_Custom_field
string ls_Hipaa_compliance
string ls_Contacts
string ls_Deals
string ls_Accounts
integer li_Visible
integer li_Length
integer li_View
integer li_Edit
integer li_Quick_create
integer li_Create
string ls_External
string ls_Api_name
integer li_History_tracking
integer li_Hipaa_compliance_enabled
string ls_Decimal_place
integer k
integer li_Count_k
string ls_Field_id
string ls_Escalation
integer li_Is_continuous
string ls_Api_name
integer li_Continuous
string ls_Field_label
string ls_Name
string ls_Column_name
string ls_Field_value
string ls_Id
string ls_Field_name
integer i
integer li_Count_i

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

loo_Http = create oleobject
// Use "Chilkat_9_5_0.Http" for versions of Chilkat < 10.0.0
li_rc = loo_Http.ConnectToNewObject("Chilkat.Http")
if li_rc < 0 then
    destroy loo_Http
    MessageBox("Error","Connecting to COM object failed")
    return
end if

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

loo_SbResponseBody = create oleobject
// Use "Chilkat_9_5_0.StringBuilder" for versions of Chilkat < 10.0.0
li_rc = loo_SbResponseBody.ConnectToNewObject("Chilkat.StringBuilder")

li_Success = loo_Http.QuickGetSb("https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint",loo_SbResponseBody)
if li_Success = 0 then
    Write-Debug loo_Http.LastErrorText
    destroy loo_Http
    destroy loo_SbResponseBody
    return
end if

loo_JResp = create oleobject
// Use "Chilkat_9_5_0.JsonObject" for versions of Chilkat < 10.0.0
li_rc = loo_JResp.ConnectToNewObject("Chilkat.JsonObject")

loo_JResp.LoadSb(loo_SbResponseBody)
loo_JResp.EmitCompact = 0

Write-Debug "Response Body:"
Write-Debug loo_JResp.Emit()

li_RespStatusCode = loo_Http.LastStatus
Write-Debug "Response Status Code = " + string(li_RespStatusCode)
if li_RespStatusCode >= 400 then
    Write-Debug "Response Header:"
    Write-Debug loo_Http.LastHeader
    Write-Debug "Failed."
    destroy loo_Http
    destroy loo_SbResponseBody
    destroy loo_JResp
    return
end if

// 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": [
//           {
//             "name": "Establish contact",
//             "id": "738964000000293593",
//             "type": "manual"
//           },
//           {
//             "name": "No answer",
//             "id": "738964000000293596",
//             "type": "manual"
//           }
//         ],
//         "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",
//             "ui_type": 25,
//             "validation_rule": null,
//             "read_only": false,
//             "association_details": null,
//             "quick_sequence_number": "4",
//             "currency": {},
//             "id": "738964000000000563",
//             "custom_field": false,
//             "lookup": {},
//             "hipaa_compliance": null,
//             "convert_mapping": {
//               "Contacts": "Email",
//               "Deals": null,
//               "Accounts": null
//             },
//             "visible": false,
//             "length": 100,
//             "column_name": "EMAIL",
//             "_type": "fields",
//             "view_type": {
//               "view": true,
//               "edit": true,
//               "quick_create": true,
//               "create": true
//             },
//             "transition_sequence": 4,
//             "external": null,
//             "api_name": "Email",
//             "unique": {},
//             "history_tracking": false,
//             "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",
//             "ui_type": 33,
//             "validation_rule": null,
//             "read_only": false,
//             "association_details": null,
//             "quick_sequence_number": "5",
//             "currency": {},
//             "id": "738964000000000565",
//             "custom_field": false,
//             "lookup": {},
//             "hipaa_compliance": null,
//             "convert_mapping": {
//               "Contacts": "Phone",
//               "Deals": null,
//               "Accounts": "Phone"
//             },
//             "visible": false,
//             "length": 30,
//             "column_name": "PHONE",
//             "_type": "fields",
//             "view_type": {
//               "view": true,
//               "edit": true,
//               "quick_create": true,
//               "create": true
//             },
//             "transition_sequence": 5,
//             "external": null,
//             "api_name": "Phone",
//             "unique": {},
//             "history_tracking": false,
//             "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",
//             "ui_type": 1,
//             "validation_rule": null,
//             "read_only": false,
//             "association_details": null,
//             "currency": {},
//             "id": "738964000000000605",
//             "custom_field": false,
//             "lookup": {},
//             "hipaa_compliance": null,
//             "convert_mapping": {
//               "Contacts": "Mailing_City",
//               "Deals": null,
//               "Accounts": "Billing_City"
//             },
//             "visible": false,
//             "length": 100,
//             "column_name": "CITY",
//             "_type": "fields",
//             "view_type": {
//               "view": true,
//               "edit": true,
//               "quick_create": false,
//               "create": true
//             },
//             "transition_sequence": 6,
//             "external": null,
//             "api_name": "City",
//             "unique": {},
//             "history_tracking": false,
//             "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

ls_Field_id = loo_JResp.StringOf("blueprint.process_info.field_id")
ls_Escalation = loo_JResp.StringOf("blueprint.process_info.escalation")
li_Is_continuous = loo_JResp.BoolOf("blueprint.process_info.is_continuous")
ls_Api_name = loo_JResp.StringOf("blueprint.process_info.api_name")
li_Continuous = loo_JResp.BoolOf("blueprint.process_info.continuous")
ls_Field_label = loo_JResp.StringOf("blueprint.process_info.field_label")
ls_Name = loo_JResp.StringOf("blueprint.process_info.name")
ls_Column_name = loo_JResp.StringOf("blueprint.process_info.column_name")
ls_Field_value = loo_JResp.StringOf("blueprint.process_info.field_value")
ls_Id = loo_JResp.StringOf("blueprint.process_info.id")
ls_Field_name = loo_JResp.StringOf("blueprint.process_info.field_name")
i = 0
li_Count_i = loo_JResp.SizeOfArray("blueprint.transitions")
do while i < li_Count_i
    loo_JResp.I = i
    ls_Next_field_value = loo_JResp.StringOf("blueprint.transitions[i].next_field_value")
    ls_Name = loo_JResp.StringOf("blueprint.transitions[i].name")
    li_Criteria_matched = loo_JResp.BoolOf("blueprint.transitions[i].criteria_matched")
    ls_Id = loo_JResp.StringOf("blueprint.transitions[i].id")
    ls_V_type = loo_JResp.StringOf("blueprint.transitions[i].type")
    ls_Criteria_message = loo_JResp.StringOf("blueprint.transitions[i].criteria_message")
    li_Percent_partial_save = loo_JResp.IntOf("blueprint.transitions[i].percent_partial_save")
    ls_Execution_time = loo_JResp.StringOf("blueprint.transitions[i].execution_time")
    j = 0
    li_Count_j = loo_JResp.SizeOfArray("blueprint.transitions[i].next_transitions")
    do while j < li_Count_j
        loo_JResp.J = j
        ls_Name = loo_JResp.StringOf("blueprint.transitions[i].next_transitions[j].name")
        ls_Id = loo_JResp.StringOf("blueprint.transitions[i].next_transitions[j].id")
        ls_V_type = loo_JResp.StringOf("blueprint.transitions[i].next_transitions[j].type")
        j = j + 1
    loop
    j = 0
    li_Count_j = loo_JResp.SizeOfArray("blueprint.transitions[i].fields")
    do while j < li_Count_j
        loo_JResp.J = j
        ls_Display_label = loo_JResp.StringOf("blueprint.transitions[i].fields[j].display_label")
        ls_Data_type = loo_JResp.StringOf("blueprint.transitions[i].fields[j].data_type")
        ls_V_type = loo_JResp.StringOf("blueprint.transitions[i].fields[j]._type")
        ls_Column_name = loo_JResp.StringOf("blueprint.transitions[i].fields[j].column_name")
        ls_Id = loo_JResp.StringOf("blueprint.transitions[i].fields[j].id")
        li_Transition_sequence = loo_JResp.IntOf("blueprint.transitions[i].fields[j].transition_sequence")
        li_Mandatory = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].mandatory")
        ls_Layouts = loo_JResp.StringOf("blueprint.transitions[i].fields[j].layouts")
        ls_Content = loo_JResp.StringOf("blueprint.transitions[i].fields[j].content")
        li_System_mandatory = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].system_mandatory")
        ls_V_private = loo_JResp.StringOf("blueprint.transitions[i].fields[j].private")
        li_Webhook = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].webhook")
        ls_Json_type = loo_JResp.StringOf("blueprint.transitions[i].fields[j].json_type")
        ls_Crypt = loo_JResp.StringOf("blueprint.transitions[i].fields[j].crypt")
        ls_Field_label = loo_JResp.StringOf("blueprint.transitions[i].fields[j].field_label")
        ls_Tooltip = loo_JResp.StringOf("blueprint.transitions[i].fields[j].tooltip")
        ls_Created_source = loo_JResp.StringOf("blueprint.transitions[i].fields[j].created_source")
        ls_LayoutsName = loo_JResp.StringOf("blueprint.transitions[i].fields[j].layouts.name")
        ls_LayoutsId = loo_JResp.StringOf("blueprint.transitions[i].fields[j].layouts.id")
        li_Field_read_only = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].field_read_only")
        li_Ui_type = loo_JResp.IntOf("blueprint.transitions[i].fields[j].ui_type")
        ls_Validation_rule = loo_JResp.StringOf("blueprint.transitions[i].fields[j].validation_rule")
        li_Read_only = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].read_only")
        ls_Association_details = loo_JResp.StringOf("blueprint.transitions[i].fields[j].association_details")
        ls_Quick_sequence_number = loo_JResp.StringOf("blueprint.transitions[i].fields[j].quick_sequence_number")
        li_Custom_field = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].custom_field")
        ls_Hipaa_compliance = loo_JResp.StringOf("blueprint.transitions[i].fields[j].hipaa_compliance")
        ls_Contacts = loo_JResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Contacts")
        ls_Deals = loo_JResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Deals")
        ls_Accounts = loo_JResp.StringOf("blueprint.transitions[i].fields[j].convert_mapping.Accounts")
        li_Visible = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].visible")
        li_Length = loo_JResp.IntOf("blueprint.transitions[i].fields[j].length")
        li_View = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].view_type.view")
        li_Edit = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].view_type.edit")
        li_Quick_create = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].view_type.quick_create")
        li_Create = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].view_type.create")
        ls_External = loo_JResp.StringOf("blueprint.transitions[i].fields[j].external")
        ls_Api_name = loo_JResp.StringOf("blueprint.transitions[i].fields[j].api_name")
        li_History_tracking = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].history_tracking")
        li_Hipaa_compliance_enabled = loo_JResp.BoolOf("blueprint.transitions[i].fields[j].hipaa_compliance_enabled")
        ls_Decimal_place = loo_JResp.StringOf("blueprint.transitions[i].fields[j].decimal_place")
        k = 0
        li_Count_k = loo_JResp.SizeOfArray("blueprint.transitions[i].fields[j].pick_list_values")
        do while k < li_Count_k
            loo_JResp.K = k
            k = k + 1
        loop
        j = j + 1
    loop
    i = i + 1
loop


destroy loo_Http
destroy loo_SbResponseBody
destroy loo_JResp

Curl Command

curl -X GET
	-H "Authorization: Bearer <access_token>"
https://domain.com/crm/v2/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/Leads/{{record_id}}/actions/blueprint",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2",
        "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/Leads/738964000002159001/actions/blueprint",
          "host": [
            "{{api-domain}}"
          ],
          "path": [
            "crm",
            "v2",
            "Leads",
            "738964000002159001",
            "actions",
            "blueprint"
          ]
        }
      },
      "status": "OK",
      "code": 200,
      "_postman_previewlanguage": "json",
      "header": [
        {
          "key": "Server",
          "value": "ZGS"
        },
        {
          "key": "Date",
          "value": "Thu, 13 May 2021 06:25:14 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": "2021-05-13T07:21:59+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    \"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                    {\n                        \"name\": \"Establish contact\",\n                        \"id\": \"738964000000293593\",\n                        \"type\": \"manual\"\n                    },\n                    {\n                        \"name\": \"No answer\",\n                        \"id\": \"738964000000293596\",\n                        \"type\": \"manual\"\n                    }\n                ],\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                        \"ui_type\": 25,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"quick_sequence_number\": \"4\",\n                        \"currency\": {},\n                        \"id\": \"738964000000000563\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Email\",\n                            \"Deals\": null,\n                            \"Accounts\": null\n                        },\n                        \"visible\": false,\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                        \"transition_sequence\": 4,\n                        \"external\": null,\n                        \"api_name\": \"Email\",\n                        \"unique\": {},\n                        \"history_tracking\": false,\n                        \"data_type\": \"email\",\n                        \"formula\": {},\n                        \"hipaa_compliance_enabled\": false,\n                        \"decimal_place\": null,\n                        \"multiselectlookup\": {},\n                        \"pick_list_values\": [],\n                        \"auto_number\": {}\n                    },\n                    {\n                        \"system_mandatory\": false,\n                        \"private\": null,\n                        \"webhook\": true,\n                        \"json_type\": \"string\",\n                        \"crypt\": null,\n                        \"field_label\": \"Phone\",\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\": \"Phone\",\n                        \"ui_type\": 33,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"quick_sequence_number\": \"5\",\n                        \"currency\": {},\n                        \"id\": \"738964000000000565\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Phone\",\n                            \"Deals\": null,\n                            \"Accounts\": \"Phone\"\n                        },\n                        \"visible\": false,\n               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