Invite a User to a Portal

Purpose

To invite users to a portal in bulk. This API schedules a job. Use the Get Status API to get the status of the scheduled job.

Endpoints

POST /{personality_module}/actions/portal_invite

Request Details

Request URL

{api-domain}/crm/{version}/{personality_module}/actions/portal_invite
Where, personality_module is the API name of the module for which the portal was created

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.settings.clientportal.ALL
(or)
Scope=ZohoCRM.settings.clientportal.CREATE

Sample Request

Copiedcurl "https://www.zohoapis.com/crm/v7/Contacts/actions/portal_invite"
-X POST
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Input JSON

When you invite users to a portal in bulk, a job will be scheduled in the background. Use the Get Status API to get the status of the scheduled job.

dataJSON array, mandatory
Contains the following details:
- idstring, mandatory
  The record ID of the user you want to invite to the portal.
- user_type_idstring, mandatory
  The ID of the user type you want to assign this user with. Use the Get User Types API for this ID.
- typestring, mandatory
  Represents whether the user is invited the first time or is re-invited. The possible values are invite and reinvite.
- languagestring, optional
  The language code of the user you want to invite to the portal. The default value is en_US. The supported values are "en_US", "en_GB", "bg_BG", "zh_CN", "zh_TW", "hr_HR", "ar_EG", "in_ID", "cs_CZ", "da_DK", "nl_NL", "fr_FR", "de_DE", "hu_HU", "hi_IN", "it_IT", "ja_JP", "pl_PL","pt_BR", "pt_PT", "ru_RU", "es_ES", "sv_SE", "th_TH", "tr_TR", "vi_VN", "ko_KR", and "iw_IL".

Sample Input

Copied{
 "portal_invite": [
   {
     "data": [
       {
         "id": "5020928000002121016",
         "user_type_id": "5020928000000523003",
         "type": "invite",
         "language": "en_US"
       }
     ]
   }
 ]
}

Possible Errors

MANDATORY_NOT_FOUNDHTTP 400
You have not specified one or more mandatory keys in the input.
Resolution: Refer to the "details" key in the error response to know what is missing and include it in the request.
INVALID_DATAHTTP 400
The input has invalid data.
Resolution: Refer to the "details" key in the error response to know the api_path and json_path of the incorrect section in the input.
INVALID_REQUEST_METHODHTTP 400
You have specified an incorrect HTTP request method.
Resolution: You must use the HTTP request method POST to use this API.
NO_PERMISSIONHTTP 403
You do not have permission to invite users to the portal.
Resolution: Contact your administrator.

Sample Response

Copied{
  "portal_invite": [
    {
      "code": "SUCCESS",
      "details": {
        "record_id": "3652397000000388085"
      },
      "message": "An Invite has been sent to the personality.",
      "status": "success"
    }
  ]
}