Create Tags

Purpose

To create tags and color-code them.

Endpoints

POST /settings/tags?module={module_api_name}

Request Details

Request URL

{api-domain}/crm/{version}/settings/tags?module={module_api_name}

Supported modules

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, and Custom.

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.ALL
(or)
scope=ZohoCRM.settings.tags.{operation_type}

Possible operation types

ALL - Full data access
WRITE - Edit tag data
CREATE - Create tag data

Sample Request

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v4/settings/tags?module=Contacts"
-X POST
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-d "@createnewtag.json"

Copiedtag1 = Map();
tag1.put("name", "Chems");

tag2 = Map();
tag2.put("name", "Agriculture");

tags_list = List();
tags_list.add(tag1);
tags_list.add(tag2);

param = Map();
param.put("tags", tags_list);

res = invokeurl
[
	url :"https://www.zohoapis.com/crm/v4/settings/tags?module=Leads"
	type :POST
	parameters: param.toString()
	connection:"crm_oauth_connection"
];
info res;

In the input, @createnewtag.json contains the sample input data.

Parameters

modulestring, mandatory
Specify the API name of the module such as Leads, Accounts, Deals, etc,.

Input JSON Keys

namestring, mandatory
Specify the name of the tag that you want to create.
color_codestring, optional
Specify the hex value of the color you want to add to the tag. The allowed color codes are "#F17574","#F48435","#E7A826","#A8C026","#63C57E","#1DB9B4","#57B1FD","#879BFC","#D297EE","#FD87BD","#969696","#658BA8","#B88562". If you do not include this key in the input, the color code will be set as null.

Sample Input

Copied {
    "tags": [
        {
            "name": "Tag3",
            "color_code": "#F48435"
        },
        {
            "name": "Tag4",
            "color_code": "#F48435"
        }
    ]
}

Possible Errors

MAPPING_MISMATCHHTTP 400
Given tag present with different color already.
Resolution: The tag you are trying to add and color-code is already present and has a different color already mapped to it. Update the same tag with the new color.
INVALID_MODULEHTTP 400
The module name given seems to be invalid
Resolution: You have specified an invalid module name or there is no tab permission, or the module could have been removed from the available modules. Specify a valid module API name.
INVALID_MODULEHTTP 400
The given module is not supported in API
Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are been supported). Specify a valid module API name.
INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one
Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above.
OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.settings.tags.CREATE scope. Create a new client with valid scope. Refer to scope section above.
NO_PERMISSIONHTTP 403
Permission denied to create tags
Resolution: The user does not have permission to create tags. Contact your system administrator.
INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in Server. Contact support team.
INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above.
AUTHORIZATION_FAILEDHTTP 400
User does not have sufficient privilege to create tags
Resolution: The user does not have the permission to create tags. Contact your system administrator.
DUPLICATE_DATAHTTP 400
duplicate data
Resolution: You have specified a duplicate value for one or more unique fields. Refer to Fields Metadata API to know the unique fields.
MANDATORY_NOT_FOUNDHTTP 400
required field not found
Resolution: You have not specified one or more mandatory fields in the input. Refer to Fields Metadata API to know the mandatory fields.
REQUIRED_PARAM_MISSINGHTTP 400
One of the expected parameter is missing
Resolution: 'module' parameter is missing in the request. Please specify the API name of the module. Refer to Modules API to get valid module API names.
INVALID_DATAHTTP 400
- The color is not supported.
- The tag's name has exceeded 25 characters in length.
- The tag's name has one or more special characters <, >, or a comma.
- The tag's name has emojis.
Resolutions:
- You can add only one of the colors specified in the list of allowed colors.
- The tag's name must not exceed 25 characters in length.
- The tag's name must not contain these special characters: <, >, or a comma.
- You cannot have emojis in the tag name.
LIMIT_EXCEEDEDHTTP 400
You have already added 100 tags and are trying to add more, or you are trying to add more than 10 tags to a record
Resolution: You can only add a maximum of 100 tags to a module, and 10 tags to a record.

Sample Response

Copied{
    "tags": [
        {
            "code": "SUCCESS",
            "details": {
                "created_time": "2022-03-13T00:58:49+05:30",
                "modified_time": "2022-03-13T00:58:49+05:30",
                "modified_by": {
                    "name": "Patricia Boyle",
                    "id": "3652397000000186017"
                },
                "id": "3652397000007549004",
                "created_by": {
                    "name": "Patricia Boyle",
                    "id": "3652397000000186017"
                },
                "color_code": "#F48435"
            },
            "message": "tags created successfully",
            "status": "success"
        },
        {
            "code": "SUCCESS",
            "details": {
                "created_time": "2022-03-13T00:58:49+05:30",
                "modified_time": "2022-03-13T00:58:49+05:30",
                "modified_by": {
                    "name": "Patricia Boyle",
                    "id": "3652397000000186017"
                },
                "id": "3652397000007549005",
                "created_by": {
                    "name": "Patricia Boyle",
                    "id": "3652397000000186017"
                },
                "color_code": "#F48435"
            },
            "message": "tags created successfully",
            "status": "success"
        }
    ]
}