Chilkat Online Tools

SQL Server / Zoho CRM REST APIs / Add Notes to a Record in Transition

Back to Collection Items

-- Important: See this note about string length limitations for strings returned by sp_OAMethod calls.
--
CREATE PROCEDURE ChilkatSample
AS
BEGIN
    DECLARE @hr int
    DECLARE @iTmp0 int
    -- Important: Do not use nvarchar(max).  See the warning about using nvarchar(max).
    DECLARE @sTmp0 nvarchar(4000)
    -- This example assumes the Chilkat API to have been previously unlocked.
    -- See Global Unlock Sample for sample code.

    DECLARE @http int
    -- Use "Chilkat_9_5_0.Http" for versions of Chilkat < 10.0.0
    EXEC @hr = sp_OACreate 'Chilkat.Http', @http OUT
    IF @hr <> 0
    BEGIN
        PRINT 'Failed to create ActiveX component'
        RETURN
    END

    DECLARE @success int

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

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

    -- {
    --   "blueprint": [
    --     {
    --       "transition_id": "401308000003240197",
    --       "data": {
    --         "Phone": 8940372937,
    --         "Notes": "Updated via blueprint"
    --       }
    --     }
    --   ]
    -- }

    DECLARE @json int
    -- Use "Chilkat_9_5_0.JsonObject" for versions of Chilkat < 10.0.0
    EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @json OUT

    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'blueprint[0].transition_id', '401308000003240197'
    EXEC sp_OAMethod @json, 'UpdateInt', @success OUT, 'blueprint[0].data.Phone', 123
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'blueprint[0].data.Notes', 'Updated via blueprint'

    -- Adds the "Authorization: Bearer <access_token>" header.
    EXEC sp_OASetProperty @http, 'AuthToken', '<access_token>'

    DECLARE @sbRequestBody int
    -- Use "Chilkat_9_5_0.StringBuilder" for versions of Chilkat < 10.0.0
    EXEC @hr = sp_OACreate 'Chilkat.StringBuilder', @sbRequestBody OUT

    EXEC sp_OAMethod @json, 'EmitSb', @success OUT, @sbRequestBody

    DECLARE @resp int
    EXEC sp_OAMethod @http, 'PTextSb', @resp OUT, 'PUT', 'https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint', @sbRequestBody, 'utf-8', 'application/json', 0, 0
    EXEC sp_OAGetProperty @http, 'LastMethodSuccess', @iTmp0 OUT
    IF @iTmp0 = 0
      BEGIN
        EXEC sp_OAGetProperty @http, 'LastErrorText', @sTmp0 OUT
        PRINT @sTmp0
        EXEC @hr = sp_OADestroy @http
        EXEC @hr = sp_OADestroy @json
        EXEC @hr = sp_OADestroy @sbRequestBody
        RETURN
      END

    EXEC sp_OAGetProperty @resp, 'StatusCode', @iTmp0 OUT
    PRINT @iTmp0
    EXEC sp_OAGetProperty @resp, 'BodyStr', @sTmp0 OUT
    PRINT @sTmp0
    EXEC @hr = sp_OADestroy @resp


    EXEC @hr = sp_OADestroy @http
    EXEC @hr = sp_OADestroy @json
    EXEC @hr = sp_OADestroy @sbRequestBody


END
GO

Curl Command

curl -X PUT
	-H "Authorization: Bearer <access_token>"
	-d '{
    "blueprint": [
        {
            "transition_id": "401308000003240197",
            "data": {
                "Phone": 8940372937,
                "Notes": "Updated via blueprint"
            }
        }
    ]
}'
https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint

Postman Collection Item JSON

{
  "name": "Add Notes to a Record in Transition",
  "request": {
    "auth": {
      "type": "bearer",
      "bearer": [
        {
          "key": "token",
          "value": "{{access-token}}",
          "type": "string"
        }
      ]
    },
    "method": "PUT",
    "header": [
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n    \"blueprint\": [\n        {\n            \"transition_id\": \"401308000003240197\",\n            \"data\": {\n                \"Phone\": 8940372937,\n                \"Notes\": \"Updated via blueprint\"\n            }\n        }\n    ]\n}",
      "options": {
        "raw": {
          "language": "json"
        }
      }
    },
    "url": {
      "raw": "{{api-domain}}/crm/v2/Leads/{{record_id}}/actions/blueprint",
      "host": [
        "{{api-domain}}"
      ],
      "path": [
        "crm",
        "v2",
        "Leads",
        "{{record_id}}",
        "actions",
        "blueprint"
      ]
    },
    "description": "To update a single transition at a time. An error is thrown if the record is not in transition, transition_id is wrong, field_value data type mismatches, or field validation fails."
  },
  "response": [
  ]
}