Chilkat Online Tools

TCL / Zoho CRM REST APIs / Leads

Back to Collection Items

load ./chilkat.dll

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

set http [new_CkHttp]

# Adds the "Authorization: Bearer <access_token>" header.
CkHttp_put_AuthToken $http "<access_token>"

set sbResponseBody [new_CkStringBuilder]

set success [CkHttp_QuickGetSb $http "https://domain.com/crm/v2/Leads/{{record_id}}/actions/blueprint" $sbResponseBody]
if {$success == 0} then {
    puts [CkHttp_lastErrorText $http]
    delete_CkHttp $http
    delete_CkStringBuilder $sbResponseBody
    exit
}

set jResp [new_CkJsonObject]

CkJsonObject_LoadSb $jResp $sbResponseBody
CkJsonObject_put_EmitCompact $jResp 0

puts "Response Body:"
puts [CkJsonObject_emit $jResp]

set respStatusCode [CkHttp_get_LastStatus $http]
puts "Response Status Code = $respStatusCode"
if {$respStatusCode >= 400} then {
    puts "Response Header:"
    puts [CkHttp_lastHeader $http]
    puts "Failed."
    delete_CkHttp $http
    delete_CkStringBuilder $sbResponseBody
    delete_CkJsonObject $jResp
    exit
}

# 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

set Field_id [CkJsonObject_stringOf $jResp "blueprint.process_info.field_id"]
set Escalation [CkJsonObject_stringOf $jResp "blueprint.process_info.escalation"]
set Is_continuous [CkJsonObject_BoolOf $jResp "blueprint.process_info.is_continuous"]
set Api_name [CkJsonObject_stringOf $jResp "blueprint.process_info.api_name"]
set Continuous [CkJsonObject_BoolOf $jResp "blueprint.process_info.continuous"]
set Field_label [CkJsonObject_stringOf $jResp "blueprint.process_info.field_label"]
set Name [CkJsonObject_stringOf $jResp "blueprint.process_info.name"]
set Column_name [CkJsonObject_stringOf $jResp "blueprint.process_info.column_name"]
set Field_value [CkJsonObject_stringOf $jResp "blueprint.process_info.field_value"]
set Id [CkJsonObject_stringOf $jResp "blueprint.process_info.id"]
set Field_name [CkJsonObject_stringOf $jResp "blueprint.process_info.field_name"]
set i 0
set count_i [CkJsonObject_SizeOfArray $jResp "blueprint.transitions"]
while {$i < $count_i} {
    CkJsonObject_put_I $jResp $i
    set next_field_value [CkJsonObject_stringOf $jResp "blueprint.transitions[i].next_field_value"]
    set name [CkJsonObject_stringOf $jResp "blueprint.transitions[i].name"]
    set criteria_matched [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].criteria_matched"]
    set id [CkJsonObject_stringOf $jResp "blueprint.transitions[i].id"]
    set v_type [CkJsonObject_stringOf $jResp "blueprint.transitions[i].type"]
    set criteria_message [CkJsonObject_stringOf $jResp "blueprint.transitions[i].criteria_message"]
    set percent_partial_save [CkJsonObject_IntOf $jResp "blueprint.transitions[i].percent_partial_save"]
    set execution_time [CkJsonObject_stringOf $jResp "blueprint.transitions[i].execution_time"]
    set j 0
    set count_j [CkJsonObject_SizeOfArray $jResp "blueprint.transitions[i].next_transitions"]
    while {$j < $count_j} {
        CkJsonObject_put_J $jResp $j
        set name [CkJsonObject_stringOf $jResp "blueprint.transitions[i].next_transitions[j].name"]
        set id [CkJsonObject_stringOf $jResp "blueprint.transitions[i].next_transitions[j].id"]
        set v_type [CkJsonObject_stringOf $jResp "blueprint.transitions[i].next_transitions[j].type"]
        set j [expr $j + 1]
    }
    set j 0
    set count_j [CkJsonObject_SizeOfArray $jResp "blueprint.transitions[i].fields"]
    while {$j < $count_j} {
        CkJsonObject_put_J $jResp $j
        set display_label [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].display_label"]
        set data_type [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].data_type"]
        set v_type [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j]._type"]
        set column_name [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].column_name"]
        set id [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].id"]
        set transition_sequence [CkJsonObject_IntOf $jResp "blueprint.transitions[i].fields[j].transition_sequence"]
        set mandatory [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].mandatory"]
        set layouts [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].layouts"]
        set content [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].content"]
        set system_mandatory [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].system_mandatory"]
        set v_private [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].private"]
        set webhook [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].webhook"]
        set json_type [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].json_type"]
        set crypt [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].crypt"]
        set field_label [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].field_label"]
        set tooltip [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].tooltip"]
        set created_source [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].created_source"]
        set layoutsName [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].layouts.name"]
        set layoutsId [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].layouts.id"]
        set field_read_only [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].field_read_only"]
        set ui_type [CkJsonObject_IntOf $jResp "blueprint.transitions[i].fields[j].ui_type"]
        set validation_rule [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].validation_rule"]
        set read_only [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].read_only"]
        set association_details [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].association_details"]
        set quick_sequence_number [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].quick_sequence_number"]
        set custom_field [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].custom_field"]
        set hipaa_compliance [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].hipaa_compliance"]
        set Contacts [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].convert_mapping.Contacts"]
        set Deals [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].convert_mapping.Deals"]
        set Accounts [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].convert_mapping.Accounts"]
        set visible [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].visible"]
        set length [CkJsonObject_IntOf $jResp "blueprint.transitions[i].fields[j].length"]
        set View [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].view_type.view"]
        set Edit [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].view_type.edit"]
        set Quick_create [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].view_type.quick_create"]
        set Create [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].view_type.create"]
        set external [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].external"]
        set api_name [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].api_name"]
        set history_tracking [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].history_tracking"]
        set hipaa_compliance_enabled [CkJsonObject_BoolOf $jResp "blueprint.transitions[i].fields[j].hipaa_compliance_enabled"]
        set decimal_place [CkJsonObject_stringOf $jResp "blueprint.transitions[i].fields[j].decimal_place"]
        set k 0
        set count_k [CkJsonObject_SizeOfArray $jResp "blueprint.transitions[i].fields[j].pick_list_values"]
        while {$k < $count_k} {
            CkJsonObject_put_K $jResp $k
            set k [expr $k + 1]
        }
        set j [expr $j + 1]
    }
    set i [expr $i + 1]
}

delete_CkHttp $http
delete_CkStringBuilder $sbResponseBody
delete_CkJsonObject $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                        \"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                        \"id\": \"738964000000000605\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Mailing_City\",\n                            \"Deals\": null,\n                            \"Accounts\": \"Billing_City\"\n                        },\n                        \"visible\": false,\n                        \"length\": 100,\n                        \"column_name\": \"CITY\",\n                        \"_type\": \"fields\",\n                        \"view_type\": {\n                            \"view\": true,\n                            \"edit\": true,\n                            \"quick_create\": false,\n                            \"create\": true\n                        },\n                        \"transition_sequence\": 6,\n                        \"external\": null,\n                        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