REST API 文档

  • 插入子表单
  • 插入客户
  • 插入联系人
  • 插入服务支持
  • 插入任务
  • 插入活动
  • 插入线索
  • 插入商机
  • 插入产品
  • 插入市场活动
  • 插入解决方案
  • 插入供货商
  • 插入价格表
  • 插入报价
  • 插入销售订单
  • 插入采购订单
  • 插入发货单
  • 插入通话
  • 插入备注并关联到主模块
+
    • 插入记录 - 示例
      • 插入子表单
      • 插入客户
      • 插入联系人
      • 插入服务支持
      • 插入任务
      • 插入活动
      • 插入线索
      • 插入商机
      • 插入产品
      • 插入市场活动
      • 插入解决方案
      • 插入供货商
      • 插入价格表
      • 插入报价
      • 插入销售订单
      • 插入采购订单
      • 插入发货单
      • 插入通话
      • 插入备注并关联到主模块

插入记录 - 示例

插入子表单

用途

在模块的子表单中插入新的记录

请求 URL

https://www.zohoapis.com.cn/crm/v2/Leads

请求方法

POST

样本请求:

curl "https://www.zohoapis.com.cn/crm/v2/Leads"

-H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

-d "@newaccount.json"

-X POST

复制样本输入

样本输入:

{
    "data": [
       {
            "Company": "Axel Motorcycles",
            "Email": "gary.codger@axelmotors.com",
            "First_Name": "Gary",
            "Full_Name": "Gary Codger",
            "Lead_Status": "Contacted",
            "Phone": "888-555-8732",
            "Subform_1": [
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "David Sierra",
                        "id": "2883756000000133013"
                    },
                    "$currency_symbol": "$",
                    "Quantity": 850,
                    "Name": "3",
                    "Name_of_the_product": "Batteries",
                    "Vendor_Email": "t.dodson@philipcorp.com",
                    "Price": 500,
                    "id": "2883756000000458386"
                },
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "David Sierra",
                        "id": "2883756000000133013"
                    },
                    "Quantity": 950,
                    "Name": "2",
                    "Name_of_the_product": "Cylinders",
                    "Vendor_Email": "t.dodson@philipcorp.com",
                    "Price": 250,
                    "id": "2883756000000458384"
                },
               {
                    "$approval": {
                        "delegate": false,
                        "approve": false,
                        "reject": false,
                        "resubmit": false
                    },
                    "Owner": {
                        "name": "David Sierra",
                        "id": "2883756000000133013"
                    },
                    "Quantity": 950,
                    "Name": "1",
                    "Name_of_the_product": "Seats",
                    "Vendor_Email": "t.dodson@philipcorp.com",
                    "Price": 350,
                    "id": "2883756000000458344"
                }
            ],
            "Last_Name": "Codger"
        }
    ]
}
+

备注:

要添加多个子表单,请按照下列格式提供输入数据:
{
   “data”: [
      {....
        Subform_1:[
          {sub_form_data},
        ],...
      },
      {....
        Subform_2:[
          {sub_form_data},
        ],...
      }
   ]
}

  • 每个批量操作允许最多插入2000个子表单。
复制样本响应

样本响应:

{
    "data": [
       {
            "code": "SUCCESS",
            "details": {
                "Modified_Time": "2018-03-23T12:15:13+05:30",
                "Modified_By": {
                    "name": "David Sierra",
                    "id": "2883756000000133013"
                },
                "Created_Time": "2018-03-23T12:15:13+05:30",
                "id": "2883756000000459006",
                "Created_By": {
                    "name": "david Sierra",
                    "id": "2883756000000133013"
                }
            },
            "message": "record added",
            "status": "success"
        }
    ]
}
+

备注

  • 如果在子表单属性中没有给定的JSON对象,那么这个子表单将被删除。
  • 插入客户

    用途

    在客户模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Accounts

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Accounts"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newaccount.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Account_Name": "Zylker",
                "Website": "www.zylker.com",
                "Employees": 150
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "message": "record added",
                "details": {
                    "created_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "id": "4108880000643117",
                    "modified_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "modified_time": "2016-07-05T17:06:53+05:30",
                    "created_time": "2016-07-05T17:06:53+05:30"
                },
                "status": "success",
                "code": "SUCCESS"
            }
        ]
    }
    +

    备注

    属性modified_timecreated_time应该遵循 ISO8601 格式。例如: 2017-08-16T14:32:23+05:30

    只有属性 date 可以使用普通格式。例如:2017-08-16

    插入联系人

    用途

    在联系人模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Contacts

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Contacts"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newcontact.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Last_Name": "Jasmine",
                "Email": "jasmine.frank@zylker.com"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "message": "record added",
                "details": {
                    "created_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "id": "4108880000643106",
                    "modified_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "modified_time": "2016-07-05T16:35:11+05:30",
                    "created_time": "2016-07-05T16:35:11+05:30"
                },
                "status": "success",
                "code": "SUCCESS"
            }
        ]
    }
    +

    插入服务支持

    用途

    在服务支持模块中插入一个新记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Cases

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Cases"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newcase.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Case_Origin": "Phone",
                "Status": "Escalated",
                "Subject": "New Case",
                "Deal_Name": "2883756000000133325",
                "Related_To": "2883756000008428752",
                "Product_Name": "2883756000000543678",
                "Account_Name": "MSIT",
                "State": "Texas"
            }
        ]
    }
    +

    备注:

    字段 Deal_Name 指的是商机 ID,而字段 Related_To 指的是联系人 ID。

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "message": "record added",
                "details": {
                    "created_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "id": "4108880000643106",
                    "modified_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "modified_time": "2016-07-05T16:35:11+05:30",
                    "created_time": "2016-07-05T16:35:11+05:30"
                },
                "status": "success",
                "code": "SUCCESS"
            }
        ]
    }
    +

    插入任务

    用途

    在任务模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Tasks

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Tasks"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newtask.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Subject": "Call",
                "Due_Date ": "2016-07-12",
                "Status": "Deferred",
                "Who_Id": "2883756000000153031",
                "$se_module": "Leads",
                "What_Id": "1000000032083"
            }
        ]
    }
    +

    备注:

    • 要添加多个记录,请按照下列格式提供输入数据:
      {
         “data”: [
            {
            {record_data}
            },
            {
            {record_data}
            }
         ]
      }
    • Who_Id - 与任务相关联的联系人 ID 。
    • $se_module - 与任务相关联的记录的模块 API 名称。
    • What_Id - 与任务相关的记录 ID。

    备注:

    • 除了联系人模块的记录之外,还需要 $semodule 和 whatid 来将任务与任何CRM记录联系起来。
    复制样本响应

    样本响应:

    {
        "data": [
           {
                "message": "record added",
                "details": {
                    "created_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "id": "4108880000643096",
                    "Who_Id": "2883756000000153031",
                    "modified_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "modified_time": "2016-07-05T16:30:11+05:30",
                    "created_time": "2016-07-05T16:30:11+05:30"
                },
                "status": "success",
                "code": "SUCCESS"
            }
        ]
    }
    +

    插入活动

    用途

    在活动模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Events

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Events"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newevent.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Event_Title": "Event2",
                "Start_DateTime": "2018-01-29T12:12:00+05:30",
                "End_DateTime": "2018-01-29T14:12:00+05:30",
                "Participants": [
                   {
                        "type": "contact",
                        "participant": "1000000035069"
                    },
                   {
                        "type": "contact",
                        "participant": "1000000035033"
                    }
                ],
                "Remind_At": "15 mins",
                "Who_Id": "1000000035069",
                "Venue": "Chennai",
                "$se_module": "Leads",
                "What_Id": "1000000032083",
                "$send_notification": true
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "message": "record added",
                "details": {
                    "created_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "id": "4108880000643088",
                    "Who_Id": "2883756000000153031",
                    "modified_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "modified_time": "2016-07-05T16:19:02+05:30",
                    "created_time": "2016-07-05T16:19:02+05:30"
                },
                "status": "success",
                "code": "SUCCESS"
            }
        ]
    }
    +

    插入线索

    用途

    在线索模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Leads

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Leads"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newlead.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Company": "West Coast Riders Inc.",
                "Email": "fred.nainavaii@westcoastriders.com",
                "Website": "www.westcoastriders.com",
                "Full_Name": "Sean Collins",
                "Last_Name": "Collins",
                "Lead_Status": "Contact in Future",
                "Phone": "888-555-5674"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-10T12:25:58+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-10T12:25:58+05:30",
                    "id": "2883756000000190001",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入商机

    用途

    在商机模块中插入一个新记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Deals

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Leads"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newdeal.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Owner": {
                    "id": "2883756000000133013"
                },
                "Closing_Date": "2018-01-16",
                "Deal_Name": "Grumman Corp Fan Deal",
                "Expected_Revenue": 50000,
                "Stage": "Negotiation/Review",
                "Account_Name": {
                    "id": "2883756000000153009"
                },
                "Amount": 50000,
                "Probability": 75
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-16T12:11:44+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-16T12:11:44+05:30",
                    "id": "2883756000000215026",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入产品

    用途

    在产品模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Products

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Products"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newproduct.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Product_Code": "AE146",
                "Product_Name": "System Internal HDD",
                "Product_Category": "Hardware",
                "Reorder_Level": 17,
                "Qty_Ordered": 6,
                "Qty_in_Stock": 50
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-10T14:48:23+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-10T14:48:23+05:30",
                    "id": "2883756000000192006",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入市场活动

    用途

    在市场活动模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Campaigns

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Campaigns"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newcampaign.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Status": "Completed",
                "Campaign_Name": "Christmas Special",
                "End_Date": "2018-01-01",
                "Expected_Revenue": 50000,
                "Actual_Cost": 65000,
                "Start_Date": "2017-12-20"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-10T14:56:43+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-10T14:56:43+05:30",
                    "id": "2883756000000192014",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入解决方案

    用途

    在解决方案模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Solutions

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Solutions"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newsolution.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Status": "Draft",
                "Solution_Title": "Handling Rude Customers",
                "Answer": "If customers are rude and unreasonable, then it means they have an issue with our product or service. Taking care of it is our job. First, pacify the customers by empathising their situation and gradually move on to collect more information about the issue at hand. Then proceed with clearing up their issues.",
                "Question": "How to handle customers who are rude and unreasonable?",
                "Owner": {
                    "id": "2883756000000133013"
                }
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-16T12:03:32+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-16T12:03:32+05:30",
                    "id": "2883756000000215015",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入供货商

    用途

    在供货商模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Vendors

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Vendors"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newvendor.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Vendor_Name": "Mango Inc.",
                "Email": "support@mango.com",
                "Website": "www.mango4u.com",
                "Phone": "8885555983"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-10T15:07:18+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-10T15:07:18+05:30",
                    "id": "2883756000000192028",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入价格表

    用途

    在价格表模块中插入一个新记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Price_Books

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Price_Books"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newpricebook.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Owner": {
                    "id": "2883756000000133013"
                },
                "Pricing_Details": [
                   {
                        "to_range": 50000,
                        "discount": 500,
                        "from_range": 5000
                    }
                ],
                "Pricing_Model": "Flat",
                "Price_Book_Name": "New Customers",
                "Active": false
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-16T12:24:04+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-16T12:24:04+05:30",
                    "id": "2883756000000215041",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入报价

    用途

    在报价模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Quotes

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Quotes"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newquote.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Deal_Name": {
                    "id": "2883756000000155009"
                },
                "Valid_Till": "2018-01-25",
                "Team": "Team Beta",
                "Account_Name": {
                    "id": "2883756000000153028"
                },
                "Carrier": "FedEX",
                "Quote_Stage": "Negotiation",
                "Subject": "Test Quote",
                "Product_Details": [
                   {
                        "product": {
                            "Product_Code": "AE126",
                            "name": "Cotton",
                            "id": "2883756000000196019"
                        },
                        "quantity": 100,
                        "Discount": 100,
                        "total_after_discount": 49900,
                        "net_total": 49900,
                        "book": null,
                        "Tax": 0,
                        "list_price": 500,
                        "unit_price": 0,
                        "quantity_in_stock": 500,
                        "total": 50000
                    }
                ]
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-10T16:58:14+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-10T16:58:14+05:30",
                    "id": "2883756000000192039",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入销售订单

    用途

    在销售订单模块中插入一个新记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Sales_Orders

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Sales_Orders"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newsalesorder.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Deal_Name": {
                    "id": "2883756000000155026"
                },
                "Account_Name": {
                    "id": "2883756000000153028"
                },
                "Status": "Approved",
                "Due_Date": "2018-01-20",
                "Product_Details": [
                   {
                        "product": {
                            "Product_Code": "AE145",
                            "name": "System Fans",
                            "id": "2883756000000195006"
                        },
                        "quantity": 25,
                        "Discount": 0,
                        "total_after_discount": 12500,
                        "net_total": 12500,
                        "book": null,
                        "Tax": 0,
                        "list_price": 500,
                        "unit_price": 500,
                        "quantity_in_stock": 20,
                        "total": 12500,
                        "product_description": null,
                        "line_tax": [
                           {
                                "percentage": 0,
                                "name": "Vat",
                                "value": 0
                            }
                        ]
                    }
                ],
                "Subject": "Deal for Fans"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-11T16:10:16+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-11T16:10:16+05:30",
                    "id": "2883756000000192052",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入采购订单

    用途

    在采购订单模块中插入一个新记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Purchase_Orders

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Purchase_Orders"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newpurchaseorder.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Vendor_Name": {
                    "id": "2883756000000192028"
                },
                "Due_Date": "2018-02-30",
                "Product_Details": [
                   {
                        "product": {
                            "Product_Code": "AE145",
                            "name": "System Fans",
                            "id": "2883756000000195006"
                        },
                        "quantity": 5,
                        "Discount": 0,
                        "total_after_discount": 2500,
                        "net_total": 2500,
                        "book": null,
                        "Tax": 0,
                        "list_price": 50,
                        "unit_price": 5000,
                        "quantity_in_stock": 30,
                        "total": 2500,
                        "product_description": "",
                        "line_tax": [
                           {
                                "percentage": 0,
                                "name": "Vat",
                                "value": 0
                            }
                        ]
                    }
                ],
                "Subject": "Fan Orders",
                "Tracking_Number": "1534"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-11T16:28:15+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-11T16:28:15+05:30",
                    "id": "2883756000000192065",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入发货单

    用途

    在发货单模块中插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Invoices

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Invoices"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newinvoice.json"

    -X POST

    复制样本输入

    样本输入:

    {
        "data": [
           {
                "Owner": {
                    "id": "2883756000000133013"
                },
                "Discount": 50,
                "Invoice_Date": "2018-01-25",
                "Billing_Country": "United States",
                "Account_Name": {
                    "id": "2883756000000153009"
                },
                "Sales_Order": {
                    "id": "2883756000000196024"
                },
                "$approved": true,
                "Status": "Delivered",
                "Sales_Commission": 200,
                "Due_Date": "2018-02-02",
                "Billing_Code": "91367-6621",
                "Product_Details": [
                   {
                        "product": {
                            "Product_Code": "AE145",
                            "name": "System Fans",
                            "id": "2883756000000195006"
                        },
                        "quantity": 150,
                        "Discount": 500,
                        "list_price": 500,
                        "line_tax": [
                           {
                                "percentage": 1,
                                "name": "Sales Tax"
                            },
                           {
                                "percentage": 2,
                                "name": "Vat"
                            }
                        ]
                    }
                ],
                "Subject": "Deal for System Fans",
                "Excise_Duty": 50,
                "Contact_Name": {
                    "id": "2883756000000153012"
                },
                "Adjustment": 20,
                "$line_tax": [
                   {
                        "percentage": 10,
                        "name": "Sales Tax"
                    },
                   {
                        "percentage": 12,
                        "name": "Vat"
                    }
                ]
            }
        ]
    }
    +

    备注:

    • 要添加多个记录,请按照下列格式提供输入数据:
      {
         “data”: [
            {
            {record_data}
            },
            {
            {record_data}
            }
         ]
      }
    • 输入的属性 "line_tax" 用来表示 特定产品的税收金额。
    • 输入的属性 "$line_tax" 用来表示 全部发货单记录的税收金额。
    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-16T11:49:57+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    },
                    "Created_Time": "2018-01-16T11:49:57+05:30",
                    "id": "2883756000000215002",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入通话

    用途

    在活动模块的通话部分插入一个新的记录

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Calls

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Calls"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newcall.json"

    -X POST

    复制样本输入

    样本输入:对于已完成的通话

    {
        "data": [
           {
                "Call_Duration": "28:50",
                "Owner": {
                    "id": "2883756000000133013"
                },
                "Call_Purpose": "Prospective",
                "Call_Status": "Attended",
                "Billable": false,
                "Who_Id": "2883756000000153031",
                "Call_Start_Time": "2018-01-09T22:30:00+05:30",
                "Subject": "Call from +13012670261",
                "Call_Type": "Inbound",
                "$se_module": "Contacts",
                "What_Id": "2883756000000153028"
            }
        ]
    }
    +
    复制样本输入

    样本输入:对于计划通话

    {
        "data": [
           {
                "Subject": "Scheduled Call",
                "Call_Start_Time": "2018-07-28T15:10:00+05:30",
                "Call_Type": "Outbound",
                "$which_call": "ScheduleCall",
                "Who_Id": "427634000004604007"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本响应

    样本响应:

    {
        "data": [
           {
                "code": "SUCCESS",
                "details": {
                    "Modified_Time": "2018-01-10T16:58:14+05:30",
                    "Modified_By": {
                        "name": "Chakra",
                        "id": "2883756000000186003"
                    },
                    "Created_Time": "2018-01-10T16:58:14+05:30",
                    "id": "2883756000000192039",
                    "Created_By": {
                        "name": "Chakra",
                        "id": "2883756000000133013"
                    }
                },
                "message": "record added",
                "status": "success"
            }
        ]
    }
    +

    插入备注并关联到主模块

    用途

    将新的记录添加到备注模块中

    请求 URL

    https://www.zohoapis.com.cn/crm/v2/Notes

    请求方法

    POST

    样本请求:

    curl "https://www.zohoapis.com.cn/crm/v2/Notes"

    -H "Authorization: Zoho-oauthtoken d92d401c803988c5cb849d0b4215f52"

    -d "@newnote.json"

    -X POST

    复制样本代码

    样本输入:

    {
        "data": [
           {
                "Parent_Id": "4108880000572160",
                "se_module": "Leads",
                "Note_Title": "Contacted",
                "Note_Content": "This is sample content to test Zoho CRM API"
            }
        ]
    }
    +

    备注:

    要添加多个记录,请按照下列格式提供输入数据:
    {
       “data”: [
          {
          {record_data}
          },
          {
          {record_data}
          }
       ]
    }

    复制样本代码

    样本响应:

    {
        "data": [
           {
                "message": "record added",
                "details": {
                    "created_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "id": "4108880000643112",
                    "modified_by": {
                        "id": "2883756000000133013",
                        "name": "Chakra"
                    },
                    "modified_time": "2016-07-05T16:43:36+05:30",
                    "created_time": "2016-07-05T16:43:36+05:30"
                },
                "status": "success",
                "code": "SUCCESS"
            }
        ]
    }
    +