Chilkat Online Tools

PureBasic / Zoho CRM REST APIs / Leads

Back to Collection Items

IncludeFile "CkJsonObject.pb"
IncludeFile "CkStringBuilder.pb"
IncludeFile "CkHttp.pb"

Procedure ChilkatExample()

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

    http.i = CkHttp::ckCreate()
    If http.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    success.i

    ; Adds the "Authorization: Bearer <access_token>" header.
    CkHttp::setCkAuthToken(http, "<access_token>")

    sbResponseBody.i = CkStringBuilder::ckCreate()
    If sbResponseBody.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    success = CkHttp::ckQuickGetSb(http,"https://domain.com/crm/v2.1/Leads/{{record_id}}/actions/blueprint",sbResponseBody)
    If success = 0
        Debug CkHttp::ckLastErrorText(http)
        CkHttp::ckDispose(http)
        CkStringBuilder::ckDispose(sbResponseBody)
        ProcedureReturn
    EndIf

    jResp.i = CkJsonObject::ckCreate()
    If jResp.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    CkJsonObject::ckLoadSb(jResp,sbResponseBody)
    CkJsonObject::setCkEmitCompact(jResp, 0)

    Debug "Response Body:"
    Debug CkJsonObject::ckEmit(jResp)

    respStatusCode.i = CkHttp::ckLastStatus(http)
    Debug "Response Status Code = " + Str(respStatusCode)
    If respStatusCode >= 400
        Debug "Response Header:"
        Debug CkHttp::ckLastHeader(http)
        Debug "Failed."
        CkHttp::ckDispose(http)
        CkStringBuilder::ckDispose(sbResponseBody)
        CkJsonObject::ckDispose(jResp)
        ProcedureReturn
    EndIf

    ; 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

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

    Field_id.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.field_id")
    Escalation.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.escalation")
    Is_continuous.i = CkJsonObject::ckBoolOf(jResp,"blueprint.process_info.is_continuous")
    Api_name.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.api_name")
    Continuous.i = CkJsonObject::ckBoolOf(jResp,"blueprint.process_info.continuous")
    Field_label.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.field_label")
    Name.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.name")
    Column_name.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.column_name")
    Field_value.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.field_value")
    Id.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.id")
    Field_name.s = CkJsonObject::ckStringOf(jResp,"blueprint.process_info.field_name")
    i.i = 0
    count_i.i = CkJsonObject::ckSizeOfArray(jResp,"blueprint.transitions")
    While i < count_i
        CkJsonObject::setCkI(jResp, i)
        next_field_value = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].next_field_value")
        name = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].name")
        criteria_matched = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].criteria_matched")
        id = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].id")
        v_type = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].type")
        criteria_message = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].criteria_message")
        percent_partial_save = CkJsonObject::ckIntOf(jResp,"blueprint.transitions[i].percent_partial_save")
        execution_time = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].execution_time")
        j = 0
        count_j = CkJsonObject::ckSizeOfArray(jResp,"blueprint.transitions[i].next_transitions")
        While j < count_j
            CkJsonObject::setCkJ(jResp, j)
            j = j + 1
        Wend
        j = 0
        count_j = CkJsonObject::ckSizeOfArray(jResp,"blueprint.transitions[i].fields")
        While j < count_j
            CkJsonObject::setCkJ(jResp, j)
            display_label = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].display_label")
            data_type = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].data_type")
            v_type = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j]._type")
            column_name = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].column_name")
            id = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].id")
            transition_sequence = CkJsonObject::ckIntOf(jResp,"blueprint.transitions[i].fields[j].transition_sequence")
            mandatory = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].mandatory")
            layouts = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].layouts")
            content = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].content")
            system_mandatory = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].system_mandatory")
            v_private = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].private")
            webhook = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].webhook")
            json_type = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].json_type")
            crypt = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].crypt")
            field_label = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].field_label")
            tooltip = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].tooltip")
            created_source = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].created_source")
            layoutsName = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].layouts.name")
            layoutsId = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].layouts.id")
            field_read_only = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].field_read_only")
            display_type = CkJsonObject::ckIntOf(jResp,"blueprint.transitions[i].fields[j].display_type")
            ui_type = CkJsonObject::ckIntOf(jResp,"blueprint.transitions[i].fields[j].ui_type")
            validation_rule = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].validation_rule")
            read_only = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].read_only")
            association_details = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].association_details")
            quick_sequence_number = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].quick_sequence_number")
            custom_field = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].custom_field")
            hipaa_compliance = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].hipaa_compliance")
            filterable = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].filterable")
            Contacts = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].convert_mapping.Contacts")
            Deals = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].convert_mapping.Deals")
            Accounts = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].convert_mapping.Accounts")
            visible = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].visible")
            length = CkJsonObject::ckIntOf(jResp,"blueprint.transitions[i].fields[j].length")
            View = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].view_type.view")
            Edit = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].view_type.edit")
            Quick_create = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].view_type.quick_create")
            Create = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].view_type.create")
            pick_list_values_sorted_lexically = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].pick_list_values_sorted_lexically")
            sortable = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].sortable")
            external = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].external")
            api_name = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].api_name")
            history_tracking = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].history_tracking")
            hipaa_compliance_enabled = CkJsonObject::ckBoolOf(jResp,"blueprint.transitions[i].fields[j].hipaa_compliance_enabled")
            decimal_place = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].decimal_place")
            k = 0
            count_k = CkJsonObject::ckSizeOfArray(jResp,"blueprint.transitions[i].fields[j].profiles")
            While k < count_k
                CkJsonObject::setCkK(jResp, k)
                permission_type = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].profiles[k].permission_type")
                name = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].profiles[k].name")
                id = CkJsonObject::ckStringOf(jResp,"blueprint.transitions[i].fields[j].profiles[k].id")
                k = k + 1
            Wend
            k = 0
            count_k = CkJsonObject::ckSizeOfArray(jResp,"blueprint.transitions[i].fields[j].pick_list_values")
            While k < count_k
                CkJsonObject::setCkK(jResp, k)
                k = k + 1
            Wend
            j = j + 1
        Wend
        i = i + 1
    Wend


    CkHttp::ckDispose(http)
    CkStringBuilder::ckDispose(sbResponseBody)
    CkJsonObject::ckDispose(jResp)


    ProcedureReturn
EndProcedure

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": [
      ],
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