Upload PDF file in File UPload field in zoho crm

PHOTO EMBED

Fri Sep 19 2025 12:06:55 GMT+0000 (Coordinated Universal Time)

Saved by @usman13

Reservation_id = 5971686000063835007;
access_token_response = invokeurl
[
	url :"https://www.zohoapis.com/crm/v6/settings/variables/5971686000102746225"
	type :GET
	connection:"newzohocrm"
];
access_token = access_token_response.get("variables").get(0).get("value");
//info access_token;
// Prepare request headers for DocuSign API
headers = Map();
headers.put("Authorization","Bearer " + access_token);
headers.put("Content-Type","application/json");
// Envelope ID to track
envelopeId = "ba06cba1-ac8e-4c7d-a225-050b354e6c89";
// Fetch envelope status from DocuSign
status_resp = invokeurl
[
	url :"https://eu.docusign.net/restapi/v2.1/accounts/2a0daa7d-a770-4979-8208-9543d21f12e5/envelopes/" + envelopeId
	type :GET
	headers:headers
];
//info status_resp;
if(status_resp.get("status") == "completed")
{

	pdf_binary = invokeurl
	[
		url :"https://eu.docusign.net/restapi/v2.1/accounts/2a0daa7d-a770-4979-8208-9543d21f12e5/envelopes/" + envelopeId + "/documents/1"
		type :GET
		headers:headers
	];
	//	info pdf_binary;
	pdf_binary.setParamName("file");
	response = invokeurl
	[
	url :"https://www.zohoapis.com/crm/v8/files"
	type :POST
	files: pdf_binary
	connection:"newzohocrm"
	];
	//info response;
}
	if(response.get("data") != null && response.get("data").size() > 0)
	{
		fileId = response.get("data").get(0).get("details").get("id");

		// Prepare file upload field value
		fileMap = Map();
		fileMap.put("file_id", fileId);
		fileList = List();
		fileList.add(fileMap);

		updateMap = Map();
		updateMap.put("Customer_Signed_Document", fileList);
		// Update Reservation record with uploaded file
		updateResp = zoho.crm.updateRecord("Deals", Reservation_id, updateMap);
		info "Update response: " +updateResp;
	}
	else
	{
		info "File upload failed. Response: " + response.toString();
	}
	
content_copyCOPY