Chilkat Online Tools

Swift / Zoho CRM REST APIs / Leads

Back to Collection Items

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

    let http = CkoHttp()
    var success: Bool

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

    let sbResponseBody = CkoStringBuilder()
    success = http.QuickGetSb("https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint", sbContent: sbResponseBody)
    if success == false {
        print("\(http.LastErrorText)")
        return
    }

    let jResp = CkoJsonObject()
    jResp.LoadSb(sbResponseBody)
    jResp.EmitCompact = false

    print("Response Body:")
    print("\(jResp.Emit())")

    var respStatusCode: Int = http.LastStatus.intValue
    print("Response Status Code = \(respStatusCode)")
    if respStatusCode >= 400 {
        print("Response Header:")
        print("\(http.LastHeader)")
        print("Failed.")
        return
    }

    // 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

    var next_field_value: String?
    var name: String?
    var criteria_matched: Bool
    var id: String?
    var v_type: String?
    var criteria_message: String?
    var percent_partial_save: Int
    var execution_time: String?
    var j: Int
    var count_j: Int
    var display_label: String?
    var data_type: String?
    var column_name: String?
    var transition_sequence: Int
    var mandatory: Bool
    var layouts: String?
    var content: String?
    var system_mandatory: Bool
    var v_private: String?
    var webhook: Bool
    var json_type: String?
    var crypt: String?
    var field_label: String?
    var tooltip: String?
    var created_source: String?
    var layoutsName: String?
    var layoutsId: String?
    var field_read_only: Bool
    var ui_type: Int
    var validation_rule: String?
    var read_only: Bool
    var association_details: String?
    var quick_sequence_number: String?
    var custom_field: Bool
    var hipaa_compliance: String?
    var Contacts: String?
    var Deals: String?
    var Accounts: String?
    var visible: Bool
    var length: Int
    var View: Bool
    var Edit: Bool
    var Quick_create: Bool
    var Create: Bool
    var external: String?
    var api_name: String?
    var history_tracking: Bool
    var hipaa_compliance_enabled: Bool
    var decimal_place: String?
    var k: Int
    var count_k: Int

    var Field_id: String? = jResp.StringOf("blueprint.process_info.field_id")
    var Escalation: String? = jResp.StringOf("blueprint.process_info.escalation")
    var Is_continuous: Bool = jResp.BoolOf("blueprint.process_info.is_continuous")
    var Api_name: String? = jResp.StringOf("blueprint.process_info.api_name")
    var Continuous: Bool = jResp.BoolOf("blueprint.process_info.continuous")
    var Field_label: String? = jResp.StringOf("blueprint.process_info.field_label")
    var Name: String? = jResp.StringOf("blueprint.process_info.name")
    var Column_name: String? = jResp.StringOf("blueprint.process_info.column_name")
    var Field_value: String? = jResp.StringOf("blueprint.process_info.field_value")
    var Id: String? = jResp.StringOf("blueprint.process_info.id")
    var Field_name: String? = jResp.StringOf("blueprint.process_info.field_name")
    var i: Int = 0
    var count_i: Int = jResp.SizeOfArray("blueprint.transitions").intValue
    while i < count_i {
        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").intValue
        execution_time = jResp.StringOf("blueprint.transitions[i].execution_time")
        j = 0
        count_j = jResp.SizeOfArray("blueprint.transitions[i].next_transitions").intValue
        while j < count_j {
            jResp.J = j
            name = jResp.StringOf("blueprint.transitions[i].next_transitions[j].name")
            id = jResp.StringOf("blueprint.transitions[i].next_transitions[j].id")
            v_type = jResp.StringOf("blueprint.transitions[i].next_transitions[j].type")
            j = j + 1
        }

        j = 0
        count_j = jResp.SizeOfArray("blueprint.transitions[i].fields").intValue
        while j < count_j {
            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").intValue
            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")
            ui_type = jResp.IntOf("blueprint.transitions[i].fields[j].ui_type").intValue
            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")
            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").intValue
            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")
            external = jResp.StringOf("blueprint.transitions[i].fields[j].external")
            api_name = jResp.StringOf("blueprint.transitions[i].fields[j].api_name")
            history_tracking = jResp.BoolOf("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].pick_list_values").intValue
            while k < count_k {
                jResp.K = k
                k = k + 1
            }

            j = j + 1
        }

        i = i + 1
    }


}

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                        \"length\": 30,\n                        \"column_name\": \"PHONE\",\n                        \"_type\": \"fields\",\n                        \"view_type\": {\n                            \"view\": true,\n                            \"edit\": true,\n                            \"quick_create\": true,\n                            \"create\": true\n                        },\n                        \"transition_sequence\": 5,\n                        \"external\": null,\n                        \"api_name\": \"Phone\",\n                        \"unique\": {},\n                        \"history_tracking\": false,\n                        \"data_type\": \"phone\",\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\": \"City\",\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\": \"City\",\n                        \"ui_type\": 1,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"currency\": {},\n            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