Get Blueprint States

Purpose

To retrieve details of single or multiple states associated with a Blueprint in your Zoho CRM organization.

Endpoints

  • GET /settings/blueprints/{blueprint_ID}/states
  • GET /settings/blueprints/{blueprint_ID}/states/{blueprint_state_ID}

Request Details

Request URL

To get multiple Blueprint States by their IDs:
{api-domain}/crm/{version}/settings/blueprints/{blueprint_ID}/states?ids={blueprint_state_ID1, blueprint_state_ID2, blueprint_state_ID3, ..} 
To get a specific Blueprint State by its ID:
{api-domain}/crm/{version}/settings/blueprints/{blueprint_ID}/states/{blueprint_state_ID}
 

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

ZohoCRM.settings.blueprint.states.read

Parameters

  • idsstring, mandatory

    Specify the ID of the Blueprint States in a comma-separated format.

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v8/settings/blueprints/{blueprint_ID}/states/{blueprint_state_ID}"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-X GET

Response JSON

The states JSON array consists of the details of the Blueprint states configured in your Zoho CRM organization. This includes the following keys:

  • process_idstring

    Represents the unique ID of the process to which the state belongs.

  • state_escalationJSON object

    Represents the escalation configuration defined for the state, including the escalation period, value, and trigger details.

  • periodText

    Indicates the type of time period used for the state escalation or trigger configuration.
    Possible values:
    Days - Represents escalation or trigger time in days.
    Hours - Represents escalation or trigger time in hours.
    Minutes - Represents escalation or trigger time in minutes.
    Business Days - Represents escalation time in business days.
    Business Hours - Represents escalation time in business hours.

  • valueInteger

    Represents the numeric duration associated with the escalation or trigger period.

  • trigger_detailsJSON array

    Contains the list of trigger rules configured for the state escalation.

  • execute_typeText

    Indicates when the configured action should be executed relative to the escalation time.
    Possible values:
    before - Executes the action before the configured time is reached.
    on - Executes the action exactly at the configured time.
    after - Executes the action after the configured time has passed.

  • idstring

    Represents the unique ID of the configured trigger or action detail entry.

  • actionsJSON array

    Contains the list of actions configured for the trigger.

  • detailsJSON object

    Represents the detailed configuration of the selected action.

  • escalate_toJSON array

    Contains the list of users, roles, groups, team users, or profiles to whom the escalation alert is sent.

  • typeText

    Indicates the type of configured action or escalation recipient.
    Possible values for escalation recipient type:
    user - Escalation alert is sent to a specific user.
    role - Escalation alert is sent to a role.
    group - Escalation alert is sent to a group.
    team_user - Escalation alert is sent to a team user.
    profile - Escalation alert is sent to a profile.

    Possible values for action type:
    sla - Represents an SLA action.
    email_notifications - Represents an email notification action.
    tasks - Represents a task action.
    field_updates - Represents a field update action.
    webhooks - Represents a webhook action.
    functions - Represents a function action.
    circuits - Represents a circuit action.
    whatsapp - Represents a WhatsApp action.
    sms - Represents an SMS action.

  • nameText

    Represents the name of the configured escalation action.

  • moduleJSON object

    Represents the module associated with the state, including its API name and ID.

  • api_nameText

    Indicates the API name of the associated module.

  • pick_list_valueJSON object

    Represents the picklist value associated with the state.

  • actual_valueText

    Indicates the actual display value of the picklist option mapped to the state.

Sample Response

Copied{
  "states": [
    {
      "process_id": "5843104000004358046",
      "state_escalation": {
        "period": "Days",
        "value": 1,
        "trigger_details": [
          {
            "period": "Days",
            "execute_type": "on",
            "id": "584310400000118021",
            "value": 0,
            "actions": [
              {
                "details": {
                  "escalate_to": [
                    {
                      "id": "584310400000057846",
                      "type": "user"
                    }
                  ],
                  "name": "SLA",
                  "id": "584310400000118022"
                },
                "type": "sla"
              }
            ]
          },
          {
            "period": "Hours",
            "execute_type": "on",
            "id": "584310400000118023",
            "value": 1,
            "actions": [
              {
                "details": {
                  "escalate_to": [
                    {
                      "id": "584310400000057846",
                      "type": "user"
                    }
                  ],
                  "name": "SLA",
                  "id": "584310400000118024"
                },
                "type": "sla"
              }
            ]
          },
          {
            "period": "Days",
            "execute_type": "on",
            "id": "584310400000118025",
            "value": 2,
            "actions": [
              {
                "details": {
                  "escalate_to": [
                    {
                      "id": "584310400000057846",
                      "type": "user"
                    }
                  ],
                  "name": "SLA",
                  "id": "584310400000118026"
                },
                "type": "sla"
              }
            ]
          }
        ]
      },
      "module": {
        "api_name": "Potentials",
        "id": "5843104000000002181"
      },
      "pick_list_value": {
        "actual_value": "Closed Won",
        "id": "5843104000004358062"
      }
    }
  ]
}

Possible Errors

  • INVALID_DATAHTTP 400

    The blueprint ID given seems to be invalid.
    Resolution: Specify a valid blueprint ID.

  • INVALID_DATAHTTP 400

    The state ID given seems to be invalid.
    Resolution: Specify a valid state ID.

  • REQUIRED_PARAM_MISSINGHTTP 400

    One of the expected parameters is missing.
    Resolution: Specify the ids parameter with valid state IDs.

  • INVALID_REQUEST_METHODHTTP 400

    The HTTP request method type is not valid.
    Resolution: Specify a valid HTTP method for the API endpoint.

  • OAUTH_SCOPE_MISMATCHHTTP 401

    Unauthorized.
    Resolution: The client does not have a valid scope to read blueprint states. Create a token with the required scope.

  • AUTHENTICATION_FAILUREHTTP 401

    Authentication failed.
    Resolution: Pass a valid OAuth access token in the request header.

  • INVALID_URL_PATTERNHTTP 404

    The request URL is incorrect.
    Resolution: Specify a valid request URL. Refer to the request URL section above.

  • INTERNAL_ERRORHTTP 500

    Internal Server Error.
    Resolution: Unexpected and unhandled exception in the server. Contact the support team.