Active Call - Zoho CRM

Zoho CRM exposes the Zoho CRM API endpoints through Active Call service objects.

• Installation
• Configuration
• Usage
  • Using call
  • Using call!
  • When to use call or call!
  • Using lists
• Service Objects
• Development
• Contributing
• License

Installation

Install the gem and add to the application's Gemfile by executing:

bundle add active_call-zoho_crm

If bundler is not being used to manage dependencies, install the gem by executing:

gem install active_call-zoho_crm

Configuration

Create a new Self Client client type from the Zoho Developer Console to retrieve your Client ID and Client Secret.

Choose what you need from the list of Zoho Scopes like ZohoCRM.modules.ALL to generate your Grant Token.

Get your Refresh Token by calling ZohoCrm::GrantToken::GetService.call(grant_token: '', client_id: '', client_secret: '').refresh_token

Configure your API credentials.

In a Rails application, the standard practice is to place this code in a file named zoho_crm.rb within the config/initializers directory.

require 'active_call-zoho_crm'

ZohoCrm::BaseService.configure do |config|
  config.client_id = ''
  config.client_secret = ''
  config.refresh_token = ''

  # Optional configuration.
  config.cache = Rails.cache # Default: ActiveSupport::Cache::MemoryStore.new
  config.logger = Rails.logger # Default: Logger.new($stdout)
  config.logger_level = :debug # Default: :info
  config.log_headers = true # Default: false
  config.log_bodies = true # Default: false
end

Usage

Using call

Each service object returned will undergo validation before the call method is invoked to access API endpoints.

After successful validation.

service.success? # => true
service.errors # => #<ActiveModel::Errors []>

After failed validation.

service.success? # => false
service.errors # => #<ActiveModel::Errors [#<ActiveModel::Error attribute=id, type=blank, options={}>]>
service.errors.full_messages # => ["Id can't be blank"]

After a successful call invocation, the response attribute will contain a Faraday::Response object.

service.success? # => true
service.response # => #<Faraday::Response ...>
service.response.success? # => true
service.response.status # => 200
service.response.body # => {"data"=> [{"Email"=>"eric.cartman@example.com", ...}]}

At this point you will also have a facade object which will hold all the attributes for the specific resource.

service.facade # => #<ZohoCrm::Record::Facade @attributes={"Email"=>"eric.cartman@example.com", ...} ...>
service.facade.attributes # => {"Email"=>"eric.cartman@example.com", ...}

For convenience, facade attributes can be accessed directly on the service object.

service.attributes # => {"Email"=>"eric.cartman@example.com", ...}

After a failed call invocation, the response attribute will still contain a Faraday::Response object.

service.success? # => false
service.errors # => #<ActiveModel::Errors [#<ActiveModel::Error attribute=base, type=bad_request, options={}>]>
service.errors.full_messages # => ["Bad Request"]
service.response # => #<Faraday::Response ...>
service.response.success? # => false
service.response.status # => 400
service.response.body # => {"data"=>[{"code"=>"INVALID_DATA", "details"=>{"api_name"=>"id", "json_path"=>"$.data[0].id"}, "message"=>"the id given seems to be invalid", "status"=>"error"}]}

Using call!

Each service object returned will undergo validation before the call! method is invoked to access API endpoints.

After successful validation.

service.success? # => true

After failed validation, a ZohoCrm::ValidationError exception will be raised with an errors attribute which will contain an ActiveModel::Errors object.

rescue ZohoCrm::ValidationError => exception
  exception.message # => ''
  exception.errors # => #<ActiveModel::Errors [#<ActiveModel::Error attribute=id, type=blank, options={}>]>
  exception.errors.full_messages # => ["Id can't be blank"]

After a successful call! invocation, the response attribute will contain a Faraday::Response object.

service.success? # => true
service.response # => #<Faraday::Response ...>
service.response.success? # => true
service.response.status # => 200
service.response.body # => {"data"=> [{"Email"=>"eric.cartman@example.com", ...}]}

At this point you will also have a facade object which will hold all the attributes for the specific resource.

service.facade # => #<ZohoCrm::Record::Facade @attributes={"Email"=>"eric.cartman@example.com", ...} ...>
service.facade.attributes # => {"Email"=>"eric.cartman@example.com", ...}

For convenience, facade attributes can be accessed directly on the service object.

service.attributes # => {"Email"=>"eric.cartman@example.com", ...}

After a failed call! invocation, a ZohoCrm::RequestError will be raised with a response attribute which will contain a Faraday::Response object.

rescue ZohoCrm::RequestError => exception
  exception.message # => 'Bad Request'
  exception.errors # => #<ActiveModel::Errors [#<ActiveModel::Error attribute=base, type=bad_request, options={}>]>
  exception.errors.full_messages # => ["Bad Request"]
  exception.response # => #<Faraday::Response ...>
  exception.response.status # => 400
  exception.response.body # => {"data"=>[{"code"=>"INVALID_DATA", "details"=>{"api_name"=>"id", "json_path"=>"$.data[0].id"}, "message"=>"the id given seems to be invalid", "status"=>"error"}]}

When to use call or call!

An example of where to use call would be in a controller doing an inline synchronous request.

class SomeController < ApplicationController
  def update
    @service = ZohoCrm::Record::UpdateService.call(**params)

    if @service.success?
      redirect_to [@service], notice: 'Success', status: :see_other
    else
      flash.now[:alert] = @service.errors.full_messages.to_sentence
      render :edit, status: :unprocessable_entity
    end
  end
end

An example of where to use call! would be in a job doing an asynchronous request.

You can use the exceptions to determine which retry strategy to use and which to discard.

class SomeJob < ApplicationJob
  discard_on ZohoCrm::NotFoundError

  retry_on ZohoCrm::RequestTimeoutError, wait: 5.minutes, attempts: :unlimited
  retry_on ZohoCrm::TooManyRequestsError, wait: :polynomially_longer, attempts: 10

  def perform
    ZohoCrm::Record::UpdateService.call!(**params)
  end
end

Using lists

If you don't provide the per_page argument, multiple API requests will be made untill all records have been returned. You could be rate limited, so use wisely.

Service Objects

Records

### Records ##### Supported modules `Leads`, `Accounts`, `Contacts`, `Deals`, `Campaigns`, `Tasks`, `Cases`, `Events`, `Calls`, `Solutions`, `Products`, `Vendors`, `Price Books`, `Quotes`, `Sales Orders`, `Purchase Orders`, `Invoices`, `Custom`, `Appointments`, `Appointments Rescheduled History`, `Services` and `Activities` ##### Custom modules For custom modules, use their respective API names in the request URL. You can obtain the API name from **Setup -> Developer Hub -> APIs & SDKs -> API Names**. You can also use the respective custom module's `api_name` key in the [Modules API's](https://www.zoho.com/crm/developer/docs/api/v7/modules-api.html) response to get the API name of the custom module. #### List records ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/get-records.html ZohoCrm::Record::ListService.call(module_name: 'Contacts', fields: 'Email,Last_Name', page: 1, per_page: 10).each do |facade| facade.attributes end ``` Sort by column. ```ruby ZohoCrm::Record::ListService.call(module_name: 'Contacts', fields: 'Email,Last_Name', sort_by: 'Modified_Time', sort_order: 'asc').map { _1 } ``` Columns to sort by are `id`, `Created_Time` and `Modified_Time`. #### Search records ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/search-records.html ZohoCrm::Record::SearchService.call(module_name: 'Contacts', email: 'eric.cartman@example.com', page: 1, per_page: 10).each do |facade| facade.attributes end ``` Sort by column. ```ruby ZohoCrm::Record::SearchService.call(module_name: 'Contacts', email: 'eric.cartman@example.com', sort_by: 'Modified_Time', sort_order: 'asc').map { _1 } ``` Columns to sort by are `id`, `Created_Time` and `Modified_Time`. Search by email. ```ruby ZohoCrm::Record::SearchService.call(module_name: 'Contacts', email: 'eric.cartman@example.com').map { _1 } ``` Search by phone. ```ruby ZohoCrm::Record::SearchService.call(module_name: 'Contacts', phone: '0123456789').map { _1 } ``` Search by criteria. ```ruby ZohoCrm::Record::SearchService.call(module_name: 'Contacts', criteria: 'Created_Time:between:2025-01-01T06:00:00+00:00,2025-01-30T06:00:00+00:00').map { _1 } ``` Search by word. ```ruby ZohoCrm::Record::SearchService.call(module_name: 'Contacts', word: 'eric').map { _1 } ``` #### Get a record ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/get-records.html service = ZohoCrm::Record::GetService.call(module_name: 'Contacts', id: '') service.id service.attributes service.attributes['Email'] service.attributes['Record_Status__s'] service.attributes['Owner']['name'] ... ``` #### Create a record ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/insert-records.html ZohoCrm::Record::CreateService.call( module_name: 'Contacts', data: { 'Email' => 'eric.cartman@example.com', 'First_Name' => 'Eric', 'Last_Name' => 'Cartman' } ) ``` #### Update a record ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/update-records.html ZohoCrm::Record::UpdateService.call( module_name: 'Contacts', data: { 'id' => '', 'First_Name' => 'Eric Theodore' } ) ``` #### Upsert a record ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/upsert-records.html ZohoCrm::Record::UpsertService.call( module_name: 'Contacts', data: { 'Email' => 'eric.cartman@example.com', 'First_Name' => 'Eric', 'Last_Name' => 'Cartman Theodore 2nd' }, duplicate_check_fields: ['Email'] ) ``` #### Delete a record ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/delete-records.html ZohoCrm::Record::DeleteService.call(module_name: 'Contacts', id: '') ```

Organization

### Organization #### Get a organization ```ruby # https://www.zoho.com/crm/developer/docs/api/v7/get-org-data.html service = ZohoCrm::Organization::GetService.call service.attributes ```

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and the created tag, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/kobusjoubert/zoho_crm.

License

The gem is available as open source under the terms of the MIT License.