Zoho CRM
CRM & supportOAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0OAuth 2.0
Search, query and manage records such as leads, contacts, accounts and deals in Zoho CRM.
13 actions
| Action | Effect | Data handled | Scope |
|---|---|---|---|
| zoho_crm_list_recordsLists records of a module with the chosen fields, optionally from a custom view, sorted and paged; info.more_records says whether another page exists | read | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_get_recordReturns one record with all its fields, or only the chosen ones | read | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_search_recordsSearches a module by criteria such as ((Last_Name:equals:Lovelace)and(City:starts_with:Lon)), by email, phone or a word across fields | read | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_query_recordsRuns a COQL query, e.g | read | Personal data | ZohoCRM.modules.ALL ZohoCRM.coql.READ |
| zoho_crm_create_recordsCreates up to 100 records in a module from field API name maps, running workflows unless trigger says otherwise | write | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_update_recordChanges the given fields of a record | write | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_upsert_recordsInserts records, or updates those matching on the duplicate check fields (by default the module's unique fields, such as Email for leads) | write | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_delete_recordMoves a record to the recycle bin | destructive | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_list_related_recordsLists the records in a related list of a record, such as an account's contacts or deals, with the chosen fields | read | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_add_noteAdds a note to a record | write | Personal data | ZohoCRM.modules.ALL |
| zoho_crm_list_modulesLists the modules of the org with their API names, labels and whether the API supports them | read | General | ZohoCRM.settings.modules.READ |
| zoho_crm_list_fieldsLists a module's fields with their API names, types, picklist values and whether they are mandatory | read | General | ZohoCRM.settings.fields.READ |
| zoho_crm_list_usersLists CRM users by type, such as active users or admins | read | Personal data | ZohoCRM.users.READ |