For Zoho Services only:


I'm actually part of something bigger at Ascent Business Solutions recognized as the top Zoho Premium Solutions Partner in the United Kingdom.

Ascent Business Solutions offer support for smaller technical fixes and projects for larger developments, such as migrating to a ZohoCRM.  A team rather than a one-man-band is always available to ensure seamless progress and address any concerns. You'll find our competitive support rates with flexible, no-expiration bundles at http://ascentbusiness.co.uk/zoho-support-2.  For larger projects, check our bespoke pricing structure and receive dedicated support from our hands-on project consultants and developers at http://ascentbusiness.co.uk/crm-solutions/zoho-crm-packages-prices.

The team I manage specializes in coding API integrations between Zoho and third-party finance/commerce suites such as Xero, Shopify, WooCommerce, and eBay; to name but a few.  Our passion lies in creating innovative solutions where others have fallen short as well as working with new businesses, new sectors, and new ideas.  Our success is measured by the growth and ROI we deliver for clients, such as transforming a garden shed hobby into a 250k monthly turnover operation or generating a +60% return in just three days after launch through online payments and a streamlined e-commerce solution, replacing a paper-based system.

If you're looking for a partner who can help you drive growth and success, we'd love to work with you.  You can reach out to us on 0121 392 8140 (UK) or info@ascentbusiness.co.uk.  You can also visit our website at http://ascentbusiness.co.uk.

Zoho CRM REST API: Stop Workflow from Triggering

What?
This is an article to show you how to use triggers but also how to stop them. We only found this an issue when using REST API v2.1 but also to show you how to configure triggers when using createRecord or updateRecord.

Why?
We had a Creator app updating a CRM record which in turn had a workflow to update the Stage in Creator (so a user can change the stage in CRM and it would reflect this in the equivalent Creator record). There was also a workflow that ran when the Creator record was updated to update its changes to CRM. It was actually causing a loop which used up all the API calls.

How?
You might already be familiar with some of the trigger options below but one that worked was initially guessed as "none" but then later found in the documentation could also be an empty list [].

So there are a few trigger options but I'm listing the one(s) to stop workflows below to see if this helps anyone:

Stop Workflows from executing:
copyraw
l_Quotes = List();
l_Quotes.add(m_CreateCrmQuote);
m_Data = Map();
m_Data.put("data",l_Quotes);
l_Triggers = List();
l_Triggers.add("none");
m_Data.put("trigger",l_Triggers);
v_Url = "https://www.zohoapis.eu/crm/v2.1/Quotes/" + input.CRM_Quote_ID;
r_CreateCrmQuote = invokeurl
[
    url :v_Url
    type :PUT
    parameters:m_Data.toString()
    connection:"ascentbusiness"
];
  1.  l_Quotes = List()
  2.  l_Quotes.add(m_CreateCrmQuote)
  3.  m_Data = Map()
  4.  m_Data.put("data",l_Quotes)
  5.  l_Triggers = List()
  6.  l_Triggers.add("none")
  7.  m_Data.put("trigger",l_Triggers)
  8.  v_Url = "https://www.zohoapis.eu/crm/v2.1/Quotes/" + input.CRM_Quote_ID; 
  9.  r_CreateCrmQuote = invokeUrl 
  10.  [ 
  11.      url :v_Url 
  12.      type :PUT 
  13.      parameters:m_Data.toString() 
  14.      connection:"ascentbusiness" 
  15.  ]

or

copyraw
l_Quotes = List();
l_Quotes.add(m_CreateCrmQuote);
m_Data = Map();
m_Data.put("data",l_Quotes);
m_Data.put("trigger",[]);
v_Url = "https://www.zohoapis.eu/crm/v2.1/Quotes/" + input.CRM_Quote_ID;
r_CreateCrmQuote = invokeurl
[
    url :v_Url
    type :PUT
    parameters:m_Data.toString()
    connection:"ascentbusiness"
];
  1.  l_Quotes = List()
  2.  l_Quotes.add(m_CreateCrmQuote)
  3.  m_Data = Map()
  4.  m_Data.put("data",l_Quotes)
  5.  m_Data.put("trigger",[])
  6.  v_Url = "https://www.zohoapis.eu/crm/v2.1/Quotes/" + input.CRM_Quote_ID; 
  7.  r_CreateCrmQuote = invokeUrl 
  8.  [ 
  9.      url :v_Url 
  10.      type :PUT 
  11.      parameters:m_Data.toString() 
  12.      connection:"ascentbusiness" 
  13.  ]

or (untested)

copyraw
m_Trigger = Map();
m_Trigger.put("trigger",[]);
r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger);
  1.  m_Trigger = Map()
  2.  m_Trigger.put("trigger",[])
  3.  r_Update = zoho.crm.updateRecord("Module",p_RecordID,m_UpdateRecord,m_Trigger)

From the documentation:
The trigger input can be workflow, approval, or blueprint. If trigger is not mentioned, the workflows, approvals, and blueprints related to the API will get executed. Enter the trigger value as [] to not execute the workflows.


Source(s):
Category: Zoho :: Article: 746

Credit where Credit is Due:


Feel free to copy, redistribute and share this information. All that we ask is that you attribute credit and possibly even a link back to this website as it really helps in our search engine rankings.

Disclaimer: Please note that the information provided on this website is intended for informational purposes only and does not represent a warranty. The opinions expressed are those of the author only. We recommend testing any solutions in a development environment before implementing them in production. The articles are based on our good faith efforts and were current at the time of writing, reflecting our practical experience in a commercial setting.

Thank you for visiting and, as always, we hope this website was of some use to you!

Kind Regards,

Joel Lipman
www.joellipman.com

Related Articles

Joes Revolver Map

Accreditation

Badge - Certified Zoho Creator Associate
Badge - Certified Zoho Creator Associate

Donate & Support

If you like my content, and would like to support this sharing site, feel free to donate using a method below:

Paypal:
Donate to Joel Lipman via PayPal

Bitcoin:
Donate to Joel Lipman with Bitcoin bc1qf6elrdxc968h0k673l2djc9wrpazhqtxw8qqp4

Ethereum:
Donate to Joel Lipman with Ethereum 0xb038962F3809b425D661EF5D22294Cf45E02FebF
© 2024 Joel Lipman .com. All Rights Reserved.