Zoho Books - Create contact ==> not working

[opti-biz]

Hi!

I have replaced deprecated action "create contact" in Zoho Books app with the new one, but it does not work.
I get the following error message:
Code 11: Le paramètre JSONString est obligatoire.

Can you please help?

 

[PabblyMember4]

Hey @opti-biz

Could you please share the workflow name to check the issue? We have checked the workflows and we did not find issues anywhere.

 

[opti-biz]

Hello! the workflow is:

Create Zoho Invoice based on Stripe payment​

in route #2 when customer does not exist yet

 

[PabblyMember4]

Hey @opti-biz

We have made some changes in the Zoho Book -Create Contact endpoint and run it and we are getting this error messages.

Please check if you have not given proper access to the portal.

Kindly check the details and let me know.

 

[opti-biz]

Hello,

The error comes from the fact that field "Is Portal Enabled?" is set to "true" (I indeed wanted to create portal access at the same time): in this case, the api expects contact_person_ID available in the JSON, which is not available by definition, since we are creating the contact_name and contract_person_ID as primary contact at the same time based on fields "First Name", "Last Name" and "email".

When I disable client portal access, the contact is properly created
contact_name : tester

with primary contact person:
first_name: anny
last_name: go
email: [email protected]
is_primary_contract: true
is_added_in_portal: false

What this means: I do not think it is possible to create a contact and grant portal access if the primary contact ID is not known/created yet. Hence in the app to create contact, it makes no sense to select "enable portal access".
In case the contact person would already exist, and we would use the "create contact app" enabling access to portal, then we miss a field to map primary contact ID. I believe there is very low probability that someone needs to create a company for an already existing contact person, as we cannot create a contact person independently from a company.

What I will do: simply use the app with "enable portal access" always set on false.
Maybe you should consider:
- either removing field to create portal access from this app (I guess default is false). I believe this is best option
- or add field for contact_person_ID

Kind regards
Fanny Cattiaut
www.opti-biz.com

 

[PabblyMember4]

Hey @opti-biz

Thanks for sharing the details. We have forwarded your suggestion to the technical team. As of now, your endpoint is correctly working so you can use False in the field. Please let me know if you have any questions or comments.