--- title: "using-zoho-api-to-save-quote" description: "Step-by-step guide to creating a Contact, Opportunity, and saving a quote using Zoho CRM and the itsmygroup comparator API." url: "https://docs.itsmydev.com.au/guides/img-comparator-api/using-zoho-api-to-save-quote" image: "https://docs.itsmydev.com.au/_og/d/c_Ocean.takumi,title_using-zoho-api-to-save-quote,description_~U3RlcC1ieS1zdGVwIGd1aWRlIHRvIGNyZWF0aW5nIGEgQ29udGFjdCwgT3Bwb3J0dW5pdHksIGFuZCBzYXZpbmcgYSBxdW90ZSB1c2luZyBab2hvIENSTSBhbmQgdGhlIGl0c215Z3JvdXAgY29tcGFyYXRvciBBUEku,props_eyJ0aGVtZSI6eyJtb2RlIjoibGlnaHQiLCJjb2xvcnMiOnsicHJpbWFyeSI6IiM2M0MyOUUifX19,p_Ii9ndWlkZXMvaW1nLWNvbXBhcmF0b3ItYXBpL3VzaW5nLXpvaG8tYXBpLXRvLXNhdmUtcXVvdGUi,s_LpJ-CYXQvMt2zugJ.png" --- **Important:** The IMG Opportunity ID (CMN\_ID) and Zoho Opportunity ID use different formats. | ID | Format | Example | | :------------------ | :------------------------- | :----------------- | | Zoho Opportunity ID | Numeric string | 109844000013846003 | | CMN_ID | Corporate prefix + numeric | MNY32868 | # Save Quote via Zoho & IMG API A successful quote save requires four sequential API calls. Each step depends on identifiers returned by the previous one. | # | Step | Purpose | | :-- | :------------------- | :------------------------------------------------------ | | 1 | Create Contact | POST to Zoho Contacts — returns a Contact ID | | 2 | Create Opportunity | POST to Zoho Potentials — returns a Zoho Opportunity ID | | 3 | Retrieve Opportunity | GET the Deal — extracts the CMN_ID | | 4 | Save Quote | POST to IMG API — saves the selected product quote | --- ## [Step 1 — Create Contact](#step-1-create-contact) Create a contact record in Zoho CRM. The `id` returned in the response is the **Contact ID** required for Step 2. **POST** `https://www.zohoapis.com.au/crm/v8/Contacts` ### [Request Body](#request-body) ```json { "data": [ { "First_Name": "Phurich", "Last_Name": "Pusapanich", "Email": "phurich@testingmoney.com.au", "Mobile": "0412345678", "Mailing_State": "VIC" } ], "trigger": ["workflow"] } ``` ### [Response](#response) ```json { "data": [ { "code": "SUCCESS", "details": { "id": "109844000013872002", "Modified_Time": "2026-06-16T11:07:13+10:00", "Created_Time": "2026-06-16T11:07:13+10:00" }, "message": "record added", "status": "success" } ] } ``` > **Note:** Save `details.id` — this is your **Contact ID**. You'll pass it as `Contact_Name.id` in Step 2. --- ## [Step 2 — Create Opportunity](#step-2-create-opportunity) Create a deal/opportunity in Zoho CRM linked to the contact from Step 1. **POST** `https://www.zohoapis.com.au/crm/v8/Potentials` ### [Request Body](#request-body-1) ```json { "data": [ { "Deal_Name": "Phurich Pusapanich", "Stage": "New", "Closing_Date": "2026-12-31", "Account_Name": { "name": "Some Account Name" }, "Contact_Name": { "id": "109844000013872002" }, "Type": "Single", "Has_Health_Insurance": "Y", "Product_Type": "Combined", "Lead_Status": "New", "Channel": "Website" } ], "trigger": ["workflow"] } ``` ### [Response](#response-1) ```json { "data": [ { "code": "SUCCESS", "details": { "id": "109844000013846003", "Modified_Time": "2026-06-16T11:10:39+10:00", "Created_Time": "2026-06-16T11:10:39+10:00", "$approval_state": "approved" }, "message": "record added", "status": "success" } ] } ``` > **Note:** Save `details.id` — this is your **Zoho Opportunity ID**. Used in Step 3 (URL path) and Step 4 (`applicant.zoho_id`). --- ## [Step 3 — Retrieve Opportunity (Get CMN\_ID)](#step-3-retrieve-opportunity-get-cmn_id) Fetch the deal record to extract the **CMN\_ID** (`Opportunity_ID` field), which is required by the Save Quote API. **GET** `https://www.zohoapis.com.au/crm/v8/Deals/{zoho_opportunity_id}` ### [Example](#example) ```text GET https://www.zohoapis.com.au/crm/v8/Deals/109844000013846003 ``` ### [Key Fields in Response](#key-fields-in-response) | Field | Example Value | Notes | | :-------------- | :----------------- | :--------------------- | | id | 109844000013846003 | Zoho Opportunity ID | | Opportunity_ID | MNY32868 | CMN_ID ← save this | | Deal_Name | Phurich Pusapanich | | | Stage | New | | | Product_Type | Combined | | | Contact_Name.id | 109844000013872002 | Contact ID from Step 1 | > **Note:** `Opportunity_ID` (e.g. `MNY32868`) is your **CMN\_ID**. Store this alongside the Zoho Opportunity ID — both are required for Step 4. --- ## [Step 4 — Save Quote](#step-4-save-quote) Submit the selected product quote to the itsmygroup comparator API. **POST** `https://api.itsmydev.com.au/zoho/{zoho_opportunity_id}` ### [Example](#example-1) ```text POST https://api.itsmydev.com.au/zoho/109844000013846003 ``` ### [Request Body](#request-body-2) ```json { "applicant": { "zoho_id": "109844000013846003", "cmn_id": "MNY32868", "zoho": { "send_email": true, "send_sms": true }, "personal": { "dob": "1959-04-17" }, "partner": { "dob": "1968-04-20" }, "policy": { "federal_rebate": true, "rebate_tier": 2, "membership_type": 1, "cover_type": 2 }, "payment": { "frequency": 2 }, "number_of_dependants": 0 }, "type": "send_to_zoho", "is_quote": true, "direct_debit_discount": false, "product": { "id": "4462317" } } ``` ### [Field Reference](#field-reference) | Field | Source | Description | | :--------------------- | :----------------- | :----------------------------------------------------------- | | applicant.zoho_id | Step 2 | Zoho Opportunity ID from Potentials response | | applicant.cmn_id | Step 3 | CMN_ID (Opportunity_ID field from Deals response) | | personal.dob | User input | Applicant date of birth — format YYYY-MM-DD | | partner.dob | User input | Partner date of birth — omit if single policy | | policy.rebate_tier | User input | Government rebate tier 0–3 | | policy.membership_type | User input | 1 Single · 2 Family · 3 Couple · 4 Single Parent | | policy.cover_type | User input | 1 Hospital · 2 Combined · 3 Extras | | payment.frequency | User input | 1 Annual · 2 Monthly · 3 Fortnightly · 4 Weekly | | product.id | Package Search API | Product ID — must match a product assigned to your corporate | > **Note:** `product.id` must be the ID of a product assigned to your corporate in the itsmygroup system. Use the Package Search API to compare products and retrieve valid IDs before calling this endpoint. --- ## [Save Quote — Response & Links](#save-quote-response-links) A successful call returns a `quote_details` object with three links and an `application_domains` map. ### [Response](#response-2) ```json { "quote_details": { "quote_link": "https://money-quote-staging.itsmydev.com.au/Hf3ivt6zLMLxc2VPuOC/4462317", "application_link": "https://hif-application-staging.itsmydev.com.au/Hf3ivt6zLMLxc2VPuOC/4462317", "public_application_link": "https://hif-public-application-staging.itsmydev.com.au/Hf3ivt6zLMLxc2VPuOC/4462317" }, "application_domains": { "public": "https://hif-public-application-staging.itsmydev.com.au", "agent": "https://hif-application-staging.itsmydev.com.au" } } ``` ### [Link Reference](#link-reference) | Field | Audience | Description | | :---------------------- | :------- | :------------------------------------------------------------------------------- | | quote_link | Agent | Shareable quote summary with product details and pricing. Send to the customer to review their quote. | | application_link | Agent | Internal agent-facing application URL. Use when an agent is completing the application on behalf of the customer. | | public_application_link | Customer | Public-facing application URL. Use this when directing a customer to complete the application themselves. | > **Important:** Always use `public_application_link` when sending a customer directly to apply. This is the public-facing domain designed for end customers — not the internal agent portal. --- ## [Key IDs — Quick Reference](#key-ids-quick-reference) | ID | Example Value | Obtained From | | :------------------ | :----------------- | :---------------------------------------------- | | Contact ID | 109844000013872002 | Step 1 — POST /Contacts response | | Zoho Opportunity ID | 109844000013846003 | Step 2 — POST /Potentials response | | CMN_ID | MNY32868 | Step 3 — GET /Deals/{id} → Opportunity_ID field | | Product ID | 4462317 | Package Search API |