Scoring Rules API
Zoho CRM provides a system for ranking different records in a module governed by rules that you define based on your specific needs. A record's scoring is a value calculated based on the rules. With this feature, the system assists you in locating the most valuable records.
Multiple scoring rules are not supported in the Standard and Professional editions. Other higher editions allow for 5 active rules for each layout and 5 rules that can run across all layouts. The limitations for various editions are listed below.
Supported Editions and Limits:
| Edition | Multiple Layout Support | Active Rules per Module | Total Rules per Module | Number of Criteria per Rule |
|---|---|---|---|---|
| Standard (S) | NO | 1 | 1 | 10 |
| ZohoOne Standard (Y) | NO | 1 | 1 | 10 |
| Professional (P, R) | NO | 1 | 1 | 20 |
| Developer (D) | YES - 2 layouts | 15 | 30 | 5 |
| Enterprise (E, A) | YES - 4 layouts | 25 | 50 | 30 |
| ZohoOne Enterprise (Z) | YES - 4 layouts | 25 | 50 | 30 |
| CrmPlus (C) | YES - 7 layouts | 40 | 80 | 50 |
| Ultimate (U) | YES - 7 layouts | 40 | 80 | 50 |
Refer to Multiple Scoring Rules to learn more about scoring rules.
Scoring Rules API
Purpose
To get the list of scoring rules defined for the organization.
Request Details
Request URL
{api-domain}/crm/{version}/settings/automation/scoring_rules
To get a specific scoring rule:
{api-domain}/crm/{version}/settings/automation/scoring_rules/{rule_id}
Supported modules
Leads, Accounts, Contacts, Deals and Custom
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
scope=ZohoCRM.settings.scoring_rules.ALL
(or)
scope=ZohoCRM.settings.scoring_rules.{operation_type}
Possible operation types
ALL - Full access to scoring rules
READ - Get scoring rules
Parameters
- modulestring, optional
To get the scoring rules for the specific module.
- layout_idstring, optional
To get the scoring rules for the specific layout.
- activeboolean, optional
To specify whether to fetch active or inactive scoring rules.
- namestring, optional
Specify the name of the scoring rule to be fetched.
- pagenumber, optional
To get the list of records from the respective pages.
- per_pagenumber, optional
To get the list of records available per page.
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v4/settings/automation/scoring_rules/4876876000000945002"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-X GETResponse JSON Keys
- layoutJSON object
Represents the layout the rule is associated with.
- created_timestring
Represents the date and time at which the current rule was created.
- modified_timestring
Represents the date and time at which the current rule was last modified.
- field_rulesJSON array
Represents the field rules defined.
- scorenumber
Represents the score assigned for the specific rule.
- criteriaJSON object
Represents the rule criteria details.
- idstring
Represents the unique id of the scoring rule.
- moduleJSON object
Represents the module the scoring rule is defined for.
- namestring
Represents the unique name of the current scoring rule.
- modified_byJSON object
Represents the name and ID of the user who modified the current scoring rule.
- activeBoolean
Represents whether the current scoring rule is active or not.
- descriptionstring
Represents the description of the current rule.
- signal_rulesJSON array
Represents the signal rules defined.
- signalJSON object
Represents the id and namespace of the signal.
- created_byJSON object
Represents the name and ID of the user who created the rule.
Possible Errors
- 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.scoring_rules.READ scope. Create a new client with valid scope. Refer to scope section above for more details. - NO_PERMISSIONHTTP 403
Permission denied to read
Resolution: The user does not have permission to read scoring rules data. 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.
Sample Response
Copied{
"scoring_rules": [
{
"layout": {
"api_name": "Standard",
"id": "4876876000000091055"
},
"created_time": "2022-04-06T15:19:51+05:30",
"modified_time": "2022-04-06T16:56:04+05:30",
"field_rules": [
{
"score": 10,
"criteria": {
"group_operator": "AND",
"group": [
{
"group_operator": "AND",
"group": [
{
"comparator": "equal",
"field": {
"api_name": "Company",
"id": "4876876000000002591"
},
"value": "Zoho"
},
{
"comparator": "equal",
"field": {
"api_name": "Phone",
"id": "4876876000000002601"
},
"value": "123456890"
}
]
},
{
"comparator": "equal",
"field": {
"api_name": "Designation",
"id": "4876876000000002597"
},
"value": "review"
}
]
},
"id": "4876876000000945003"
},
{
"score": 10,
"criteria": {
"group_operator": "AND",
"group": [
{
"group_operator": "AND",
"group": [
{
"comparator": "contains",
"field": {
"api_name": "Company",
"id": "4876876000000002591"
},
"value": "Zoho"
},
{
"comparator": "equal",
"field": {
"api_name": "Phone",
"id": "4876876000000002601"
},
"value": "123456890"
}
]
},
{
"comparator": "equal",
"field": {
"api_name": "Designation",
"id": "4876876000000002597"
},
"value": "review"
}
]
},
"id": "4876876000000945014"
}
],
"module": {
"api_name": "Leads",
"id": "4876876000000002175"
},
"name": "Rule 1",
"modified_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
},
"active": true,
"description": "Rule for Module Leads",
"id": "4876876000000945002",
"signal_rules": [
{
"score": 10,
"id": "4876876000000945016",
"signal": {
"namespace": "Email_Incoming__s",
"id": "4876876000000112019"
}
},
{
"score": 8,
"id": "4876876000000945017",
"signal": {
"namespace": "EmailInsight_Click__s",
"id": "4876876000000112023"
}
}
],
"created_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
}
}
]
}