Chilkat Online Tools

VB.NET / Zoho CRM REST APIs / Leads

Back to Collection Items

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

Dim http As New Chilkat.Http
Dim success As Boolean

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

Dim sbResponseBody As New Chilkat.StringBuilder
success = http.QuickGetSb("https://domain.com/crm/v2.1/Leads/{{record_id}}/actions/blueprint",sbResponseBody)
If (success = False) Then
    Debug.WriteLine(http.LastErrorText)
    Exit Sub
End If


Dim jResp As New Chilkat.JsonObject
jResp.LoadSb(sbResponseBody)
jResp.EmitCompact = False

Debug.WriteLine("Response Body:")
Debug.WriteLine(jResp.Emit())

Dim respStatusCode As Integer = http.LastStatus
Debug.WriteLine("Response Status Code = " & respStatusCode)
If (respStatusCode >= 400) Then
    Debug.WriteLine("Response Header:")
    Debug.WriteLine(http.LastHeader)
    Debug.WriteLine("Failed.")
    Exit Sub
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": [
'         ],
'         "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



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

Dim Field_id As String = jResp.StringOf("blueprint.process_info.field_id")
Dim Escalation As String = jResp.StringOf("blueprint.process_info.escalation")
Dim Is_continuous As Boolean = jResp.BoolOf("blueprint.process_info.is_continuous")
Dim Api_name As String = jResp.StringOf("blueprint.process_info.api_name")
Dim Continuous As Boolean = jResp.BoolOf("blueprint.process_info.continuous")
Dim Field_label As String = jResp.StringOf("blueprint.process_info.field_label")
Dim Name As String = jResp.StringOf("blueprint.process_info.name")
Dim Column_name As String = jResp.StringOf("blueprint.process_info.column_name")
Dim Field_value As String = jResp.StringOf("blueprint.process_info.field_value")
Dim Id As String = jResp.StringOf("blueprint.process_info.id")
Dim Field_name As String = jResp.StringOf("blueprint.process_info.field_name")
Dim i As Integer = 0
Dim count_i As Integer = jResp.SizeOfArray("blueprint.transitions")
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")
    execution_time = jResp.StringOf("blueprint.transitions[i].execution_time")
    j = 0
    count_j = jResp.SizeOfArray("blueprint.transitions[i].next_transitions")
    While j < count_j
        jResp.J = j
        j = j + 1
    End While
    j = 0
    count_j = jResp.SizeOfArray("blueprint.transitions[i].fields")
    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")
        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")
        display_type = jResp.IntOf("blueprint.transitions[i].fields[j].display_type")
        ui_type = jResp.IntOf("blueprint.transitions[i].fields[j].ui_type")
        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")
        filterable = jResp.BoolOf("blueprint.transitions[i].fields[j].filterable")
        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")
        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")
        pick_list_values_sorted_lexically = jResp.BoolOf("blueprint.transitions[i].fields[j].pick_list_values_sorted_lexically")
        sortable = jResp.BoolOf("blueprint.transitions[i].fields[j].sortable")
        external = jResp.StringOf("blueprint.transitions[i].fields[j].external")
        api_name = jResp.StringOf("blueprint.transitions[i].fields[j].api_name")
        history_tracking = jResp.StringOf("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].profiles")
        While k < count_k
            jResp.K = k
            permission_type = jResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].permission_type")
            name = jResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].name")
            id = jResp.StringOf("blueprint.transitions[i].fields[j].profiles[k].id")
            k = k + 1
        End While
        k = 0
        count_k = jResp.SizeOfArray("blueprint.transitions[i].fields[j].pick_list_values")
        While k < count_k
            jResp.K = k
            k = k + 1
        End While
        j = j + 1
    End While
    i = i + 1
End While

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": [
      ],
      "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                \"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                        \"display_type\": -1,\n                        \"ui_type\": 25,\n                        \"validation_rule\": null,\n                        \"read_only\": false,\n                        \"association_details\": null,\n                        \"quick_sequence_number\": \"4\",\n                        \"multi_module_lookup\": {},\n                        \"currency\": {},\n                        \"id\": \"738964000000000563\",\n                        \"custom_field\": false,\n                        \"lookup\": {},\n                        \"hipaa_compliance\": null,\n                        \"filterable\": true,\n                        \"convert_mapping\": {\n                            \"Contacts\": \"Email\",\n                            \"Deals\": null,\n                            \"Accounts\": null\n                        },\n                        \"visible\": false,\n                        \"profiles\": [\n                            {\n                                \"permission_type\": \"read_write\",\n                                \"name\": \"Administrator\",\n                                \"id\": \"738964000000015972\"\n                            },\n                            {\n                                \"permission_type\": \"read_write\",\n                                \"name\": \"Standard\",\n                                \"id\": \"738964000000015975\"\n                            },\n                            {\n                                \"permission_type\": \"read_write\",\n                                \"name\": \"Sample\",\n                                \"id\": \"738964000001348001\"\n                            }\n                        ],\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                        \"pick_list_values_sorted_lexically\": false,\n                        \"sortable\": true,\n                        \"transition_sequence\": 4,\n                        \"external\": null,\n                        \"api_name\": \"Email\",\n                        \"unique\": {},\n                        \"history_tracking\": null,\n                        \"data_type\": \"email\",\n                        \"formula\": {},\n                        \"hipaa_compliance_enabled\": false,\n                        \"decimal_place\": null,\n                        \"multiselectlookup\": {},\n        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