Zoho CRM Connector for AI agents

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Add Tags To Record

Assign One Or More Tags To A Specific Record For Flexible Categorization, Visual Identification, And Custom Filtering. Tags Are Created Automatically If They Don'T Exist. Essential For Implementing Dynamic Categorization, Marking Records For Special Handling, Enabling User-Defined Organization Schemes, Triggering Tag-Based Automation, And Maintaining Flexible Taxonomies Without Custom Field Overhead.

Add Tags To Records (Bulk)

Assign The Same Tag(S) To Multiple Records Simultaneously, Significantly Improving Efficiency For Bulk Categorization Operations. Tags Are Created Automatically If They Don'T Exist. Essential For Batch Tagging Imported Records, Marking Multiple Records For Campaigns, Implementing Bulk Organization Schemes, Flagging Groups For Special Handling, And Maintaining Consistent Categorization Across Record Sets.

Clone Record

Create An Exact Duplicate Of An Existing Record With All Field Values Copied, Optionally Overriding Specific Fields During Cloning. Essential For Creating Similar Records Quickly, Implementing Record Templates, Duplicating Deals For Multiple Products, Copying Account Structures, And Reducing Data Entry Time. System Automatically Handles Related Lists And Attachments Based On Configuration. Introduced In Zoho CRM API V7 For Improved Record Duplication Workflows.

Convert Lead

Convert A Qualified Lead Into A Contact, Account, And Optionally A Deal Record In A Single Operation. Automatically Transfers All Lead Information To The Newly Created Records, Maintaining Data Consistency And Relationship Mapping. Essential For Moving Qualified Leads Through The Sales Pipeline, Creating Opportunities From Prospects, Automating Lead-To-Customer Workflows, And Ensuring Seamless Transition From Marketing To Sales Processes. Supports Configuration Options For Selective Record Creation And Data Mapping.

Create Account

Create New Account (Company) Records In Zoho CRM For Capturing Customer And Prospect Company Information. Supports Comprehensive Account Data Including Company Name, Phone, Website, Fax, Parent Account Relationships, Account Number, Type, Industry, Annual Revenue, Employee Count, And Custom Fields. Essential For Capturing New Customer Companies, Importing Accounts From External Systems, Creating Accounts During Lead Conversion, Establishing Parent-Subsidiary Relationships, And Automating Account Creation From Partner Integrations. Can Create Up To 100 Accounts Per Request With Full Workflow And Automation Control.

Create Call

Create New Call Records In Zoho CRM For Logging Completed Calls Or Scheduling Future Calls. Supports Both Inbound And Outbound Calls With Comprehensive Tracking Including Call Type, Start Time, Duration, Purpose, Result, And Associated Contacts/Records. Essential For Maintaining Accurate Call History, Scheduling Follow-Up Calls, Tracking Sales Activities, And Ensuring Compliance With Communication Logging Requirements. Can Create Up To 100 Call Records Per Request. Supports Workflow Triggers, Blueprint Execution, And Cadence Automation Control.

Create Campaign

Create One Or More Marketing Campaigns With Comprehensive Configuration Including Campaign Name, Type, Status, Start/End Dates, Expected Revenue, Budgeted Cost, Actual Cost, Description, And Owner. Supports Batch Creation (Max 100 Campaigns/Call), Automation Control, And Multi-Channel Campaign Setup. Essential For Automated Campaign Creation From Marketing Tools, Bulk Campaign Setup, Quarterly Planning Execution, And CRM Integration With Marketing Automation Platforms. Returns Created Campaign IDs, Creation Status, And Validation Errors.

Create Case

Create One Or More Support Cases/Tickets With Detailed Configuration Including Subject, Status, Case Origin, Priority, Type, Case Reason, Associated Account/Contact, Description, And SLA Settings. Supports Batch Creation (Max 100 Cases/Call), Automation Control, And Integration With External Ticketing Systems. Essential For Automated Ticket Creation From Email, Web Forms, Chat Systems, Phone Calls, And Social Media Channels. Returns Created Case IDs, Creation Status, And Validation Errors.

Create Contact

Create New Contact Records In Zoho CRM For Capturing Customer And Prospect Contact Information. Supports Comprehensive Contact Data Including Names, Email, Phone, Mobile, Account Associations, Job Titles, Departments, Lead Sources, And Custom Fields. Essential For Capturing Customer Contacts From Various Touchpoints, Importing Contacts From Networking Events, Creating Contacts From Lead Conversions, And Automating Contact Creation From External Systems. Can Create Up To 100 Contacts Per Request With Full Workflow And Automation Control.

Create Deal

Create New Deal Records In Zoho CRM For Capturing Sales Opportunities Throughout The Pipeline. Supports Comprehensive Deal Data Including Deal Name, Stage, Amount, Closing Date, Account And Contact Associations, Type, Source, Probability, Next Steps, And Custom Fields. Essential For Capturing New Opportunities From Lead Conversions, Creating Deals From Discovery Calls, Importing Opportunities From External Systems, And Automating Deal Creation From Marketing Qualified Leads. Can Create Up To 100 Deals Per Request With Full Workflow And Automation Control.

Create Event

Create One Or More Events/Meetings With Comprehensive Configuration Including Event Title, Start/End Datetime (ISO8601), All-Day Flag, Participants (Contacts/Leads/Users/External Emails, Max 50), Venue, Reminders (Minutes/Hours/Days/Weeks Before), Recurring Patterns (RRULE), And Related Records. Supports Batch Creation (Max 100 Events/Call), Automation Control, And Complex Recurring Rules. Essential For Automated Meeting Scheduling, Calendar Synchronization, Bulk Event Creation, And CRM Integration With Calendaring Systems. Returns Created Event IDs And Validation Errors.

Create Invoice

Create New Invoice Records In Zoho CRM For Billing Customers. Supports Comprehensive Billing Data Including Invoice Number, Line Items Via Invoiced_Items Subform, Product Pricing, Quantity, Tax Calculations, Discount Applications, Payment Terms, Due Dates, Customer Associations, And Billing Addresses. Essential For Automated Billing Workflows, Converting Sales Orders To Invoices, Generating Invoices From Subscription Systems, And Maintaining Synchronized Billing Records Across CRM And Accounting Platforms. Can Create Up To 100 Invoices Per Request With Full Workflow And Automation Control.

Create Lead

Create New Lead Records In Zoho CRM For Capturing Potential Sales Opportunities From Various Sources. Supports Comprehensive Lead Data Including Contact Information, Company Details, Lead Source, Status, Industry Classification, Revenue Potential, And Custom Fields. Essential For Capturing Web Form Submissions, Importing Leads From Marketing Campaigns, Creating Leads From API Integrations, And Automating Lead Generation From External Systems. Can Create Up To 100 Leads Per Request With Full Workflow And Automation Control.

Create Note

Create One Or More Notes/Comments For A Specific Record In Any Module With Rich Text Support, Attachments, And Creator Attribution. Supports Batch Creation (Max 100 Notes/Call) For Adding Call Logs, Meeting Minutes, Customer Insights, Action Items, And Collaboration Comments. Essential For Automated Note Creation From Call Systems, Meeting Transcription Tools, Email-To-CRM Integration, And Team Collaboration Features. Returns Created Note IDs, Timestamps, And Validation Errors.

Create Price Book

Create New Pricebook Records In Zoho CRM For Managing Pricing Strategies. Supports Comprehensive Pricing Configuration Including Pricebook Name, Description, Active Status, Volume-Based Tier Definitions Via Pricing_Details JSON Array (From_range, To_range, Discount Percentage), Product Pricing Associations, Currency Settings, Validity Periods, And Customer Segment Targeting. Essential For Implementing New Pricing Strategies, Creating Regional Price Lists, Establishing Volume Discount Programs, And Maintaining Synchronized Pricing Across Systems. Can Create Up To 100 Pricebooks Per Request With Full Workflow And Automation Control.

Create Product

Create New Product Records In Zoho CRM For Adding Items To Your Product Catalog. Supports Comprehensive Product Data Including Name, Code/SKU, Category Classification, Unit Pricing, Stock Quantities, Reorder Levels, Manufacturer Details, Vendor Associations, Tax Configurations, And Commission Rates. Essential For Expanding Product Catalogs, Importing Products From External Systems, Creating Inventory Items For New SKUs, And Maintaining Synchronized Product Databases Across Systems. Can Create Up To 100 Products Per Request With Full Workflow And Automation Control.

Create Purchase Order

Create New Purchase Order Records In Zoho CRM For Formalizing Procurement From Vendors. Supports Comprehensive PO Data Including Subject, Vendor Association, Contact Person, Product Line Items With Quantities And Pricing, Requisition Reference, Billing And Shipping Addresses, Carrier Information, Tracking Numbers, Excise Duty, Terms And Conditions, Discount Percentages, Tax Configurations, Adjustments, And Due Dates. Essential For Automating Procurement Workflows, Creating POs From Requisitions, Importing Purchase Orders From External Systems, And Managing Vendor Order Placement. Can Create Up To 100 POs Per Request With Product Line Items And Full Automation Control.

Create Quote

Create New Quote Records In Zoho CRM For Proposing Products And Services To Customers. Supports Comprehensive Quote Data Including Subject, Deal Association, Account/Contact Details, Product Line Items With Quantities And Pricing, Billing And Shipping Addresses, Terms And Conditions, Discount Percentages, Tax Configurations, Adjustments, And Valid Until Dates. Essential For Generating Sales Proposals, Creating Quotes From Deals, Automating Quote Generation From External Systems, And Managing Quote Approval Workflows. Can Create Up To 100 Quotes Per Request With Product Line Items And Full Automation Control.

Create Sales Order

Create New Sales Order Records In Zoho CRM For Confirming Customer Purchases And Initiating Fulfillment Processes. Supports Comprehensive Order Data Including Subject, Quote Reference, Deal/Account/Contact Associations, Product Line Items With Quantities And Pricing, Billing And Shipping Addresses, Carrier Information, Tracking Numbers, Terms And Conditions, Discount Percentages, Tax Configurations, Adjustments, And Due Dates. Essential For Converting Quotes To Orders, Creating Orders From E-Commerce Integrations, Automating Order Generation From External Systems, And Managing Order Fulfillment Workflows. Can Create Up To 100 Orders Per Request With Product Line Items And Full Automation Control.

Create Solution

Create One Or More Knowledge Base Solution Articles With Comprehensive Configuration Including Solution Title, Question, Full Answer Content, Status, Published Flag, And Product Association. Supports Batch Creation (Max 100 Solutions/Call), Automation Control, And Self-Service Content Publishing. Essential For Automated KB Content Creation From Support Cases, Bulk Article Imports, Content Management Workflows, And CRM Integration With External Knowledge Management Systems. Returns Created Solution IDs, Creation Status, And Validation Errors.

Create Task

Create One Or More Tasks With Detailed Configuration Including Subject, Due Date, Status, Priority, Assignee (Who_Id For Contacts/Leads), Related Records (What_Id For Accounts/Deals/Etc), Descriptions, And Reminders. Supports Batch Creation (Max 100 Tasks/Call), Automation Control Via Trigger Parameter, And Cadence Execution Skipping. Essential For Automated Follow-Up Creation, Bulk Task Assignment, Workflow-Driven Task Generation, And CRM Integration With External Productivity Tools. Returns Created Task IDs, Creation Status, And Validation Errors.

Create Vendor

Create New Vendor Records In Zoho CRM For Managing Supplier Relationships. Supports Comprehensive Vendor Data Including Vendor Name, Contact Person, Email, Phone, Website URL, GL Account Assignments, Category Classifications, Payment Terms, Shipping Addresses, Performance Tracking Fields, And Product Associations. Essential For Vendor Onboarding Processes, Importing Suppliers From Procurement Systems, Creating Vendor Databases For Sourcing Operations, And Maintaining Synchronized Supplier Information Across Purchasing Platforms. Can Create Up To 100 Vendors Per Request With Full Workflow And Automation Control.

Delete Account

Permanently Delete Account (Company) Records From Zoho CRM By Providing One Or More Account IDs. Removes All Account Information Including Company Name, Phone, Website, Parent Relationships, And Custom Fields. Use With Extreme Caution As Deletion Moves Records To Recycle Bin And May Affect Related Contacts, Deals, And Other Associated Records. Essential For Data Cleanup, Removing Duplicate Accounts, Deleting Test Companies From Development, Or Maintaining Data Hygiene By Removing Obsolete Or Incorrectly Created Accounts.

Delete Attachment

Permanently Remove A Specific File Attachment From A CRM Record By Its Unique Identifier. Essential For Data Hygiene, Compliance With Data Retention Policies, Removing Outdated Or Incorrect Documents, Freeing Storage Space, And Managing Sensitive Information Lifecycle. Supports Bulk Deletion Of Multiple Attachments In A Single Request. Deletion Is Immediate And Irreversible, Requiring Appropriate Permissions And Audit Trail Considerations.

Delete Call

Permanently Delete Call Records From Zoho CRM By Providing One Or More Call IDs. Removes All Call Information Including Subject, Timing, Duration, Associations, And Notes. Use With Caution As Deletion Is Permanent And Cannot Be Undone. Essential For Data Cleanup, Removing Duplicate Calls, Deleting Test Records, Or Maintaining Data Hygiene By Removing Obsolete Or Incorrectly Logged Calls. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings.

Delete Campaign

Delete A Marketing Campaign By Moving It To The Recycle Bin Where It Can Be Restored Within 60 Days Before Permanent Deletion. Removes Campaign From Analytics, Dashboards, And Lead Attribution While Preserving Historical Data And Audit Trail. Essential For Cleaning Up Cancelled Campaigns, Removing Duplicate Entries, Archiving Test Campaigns, And Maintaining Organized Marketing Data. Returns Deletion Status And Moved Record ID For Potential Recovery Operations.

Delete Case

Delete A Support Case/Ticket By Moving It To The Recycle Bin Where It Can Be Restored Within 60 Days Before Permanent Deletion. Removes Case From Support Queues, Dashboards, And SLA Reports While Preserving Audit Trail And Resolution History. Essential For Cleaning Up Duplicate Tickets, Removing Spam Cases, Archiving Test Data, And Maintaining Organized Support Database. Returns Deletion Status And Moved Record ID For Potential Recovery Operations.

Delete Contact

Permanently Delete Contact Records From Zoho CRM By Providing One Or More Contact IDs. Removes All Contact Information Including Names, Email, Phone, Account Associations, And Custom Fields. Use With Caution As Deletion Moves Records To Recycle Bin. Essential For Data Cleanup, Removing Duplicate Contacts, Processing GDPR Deletion Requests, Or Maintaining Data Hygiene By Removing Obsolete Contacts.

Delete Deal

Permanently Delete Deal Records From Zoho CRM By Providing One Or More Deal IDs. Removes All Deal Information Including Deal Name, Stage, Amount, Closing Date, Account And Contact Associations, And Custom Fields. Use With Caution As Deletion Moves Records To Recycle Bin. Essential For Data Cleanup, Removing Duplicate Deals, Deleting Invalid Opportunities, Or Maintaining Pipeline Data Hygiene By Removing Obsolete Or Incorrectly Created Deals.

Delete Event

Delete An Event/Meeting By Moving It To The Recycle Bin Where It Can Be Restored Within 60 Days Before Permanent Deletion. Removes Event From Calendars, Participant Schedules, And Related Record Timelines While Preserving Audit Trail. Essential For Canceling Meetings, Removing Duplicate Events, Cleaning Up Test Data, And Maintaining Organized Calendar Data. Returns Deletion Status And Moved Record ID For Potential Recovery Operations.

Delete Invoice

Permanently Delete Invoice Records From Zoho CRM By Providing One Or More Invoice IDs. Removes All Billing Information Including Line Items, Payment History, Tax Calculations, And Customer Associations. Use With Caution As Deletion Affects Financial Reporting And Accounts Receivable Tracking. Essential For Data Cleanup, Removing Test Invoices, Deleting Duplicate Billing Records, Or Maintaining Billing Data Hygiene By Removing Erroneous Entries. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings Before Permanent Deletion.

Delete Lead

Permanently Delete Lead Records From Zoho CRM By Providing One Or More Lead IDs. Removes All Lead Information Including Contact Details, Company, Status, And Custom Fields. Use With Caution As Deletion Moves Records To Recycle Bin. Essential For Data Cleanup, Removing Duplicate Leads, Deleting Spam Submissions, Or Maintaining Data Hygiene By Removing Obsolete Or Disqualified Leads.

Delete Note

Delete A Note From A Record By Moving It To The Recycle Bin Where It Can Be Restored Within 60 Days Before Permanent Deletion. Removes Note From Activity Timelines, Collaboration Feeds, And Record History While Preserving Audit Trail. Essential For Removing Outdated Information, Cleaning Up Duplicate Notes, Deleting Sensitive Content, And Maintaining Organized Activity History. Returns Deletion Status And Moved Record ID For Potential Recovery Operations.

Delete Photo

Permanently Remove The Profile Photo From A Contact, Lead, Account, Or Vendor Record In Zoho CRM. Useful For Maintaining Data Hygiene, Correcting Mistakenly Uploaded Images, Complying With Privacy Requests, And Resetting Records To Default Placeholder Images. Deletion Is Immediate And Affects All Views Where The Photo Is Displayed Including Detail Pages, Related Lists, And Mobile Apps.

Delete Price Book

Permanently Delete Pricebook Records From Zoho CRM By Providing One Or More Pricebook IDs. Removes All Pricing Information Including Tier Definitions, Discount Structures, Product Pricing Associations, And Currency Settings. Use With Caution As Deletion Affects Quotes, Sales Orders, And Invoices That Reference These Pricing Strategies. Essential For Data Cleanup, Removing Expired Promotional Pricing, Deleting Obsolete Pricing Programs, Or Maintaining Pricing Data Hygiene By Removing Duplicate Or Test Pricebooks. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings.

Delete Product

Permanently Delete Product Records From Zoho CRM By Providing One Or More Product IDs. Removes All Product Information Including Pricing, Stock Levels, Vendor Associations, And Specifications. Use With Caution As Deletion Affects All Related Quotes, Sales Orders, And Invoices That Reference These Products. Essential For Data Cleanup, Removing Discontinued Products, Deleting Duplicate SKUs, Or Maintaining Catalog Hygiene By Removing Obsolete Items. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings.

Delete Purchase Order

Permanently Delete Purchase Order Records From Zoho CRM By Providing One Or More PO IDs. Removes All Purchase Order Information Including Product Line Items, Vendor Details, And Payment Terms. Use With Extreme Caution As Deletion May Affect Related Invoices, Inventory Receipts, And Accounts Payable Records. Essential For Data Cleanup, Removing Duplicate POs, Deleting Cancelled Orders Before Receipt, Or Maintaining Procurement Hygiene By Removing Test Purchase Orders. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings.

Delete Quote

Permanently Delete Quote Records From Zoho CRM By Providing One Or More Quote IDs. Removes All Quote Information Including Product Line Items, Pricing Details, Terms, And Associations. Use With Caution As Deletion May Affect Related Sales Orders And Invoices That Reference These Quotes. Essential For Data Cleanup, Removing Duplicate Quotes, Deleting Rejected Or Expired Quotes, Or Maintaining Quote Hygiene By Removing Obsolete Proposals. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings.

Delete Records (Bulk)

Delete Multiple Records Simultaneously By Providing An Array Of Record IDs, Significantly Improving Efficiency For Bulk Cleanup Operations. Records Are Moved To Recycle Bin By Default And Can Be Restored Within Retention Period. Essential For Data Hygiene, Removing Test Data, Implementing Data Retention Policies, Cleaning Up Duplicates, And Processing Deletion Requests From External Systems. Validates Permissions For Each Record Before Deletion.

Delete Sales Order

Permanently Delete Sales Order Records From Zoho CRM By Providing One Or More Order IDs. Removes All Order Information Including Product Line Items, Shipping Details, And Payment Terms. Use With Extreme Caution As Deletion May Affect Related Invoices, Inventory Allocations, And Financial Records. Essential For Data Cleanup, Removing Duplicate Orders, Deleting Cancelled Orders Before Fulfillment, Or Maintaining Order Hygiene By Removing Test Orders. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings.

Delete Solution

Delete A Solution Article By Moving It To The Recycle Bin Where It Can Be Restored Within 60 Days Before Permanent Deletion. Removes Article From Knowledge Base, Self-Service Portal, And Solution Search Results While Preserving Audit Trail And View History. Essential For Removing Outdated Content, Cleaning Up Duplicate Articles, Archiving Deprecated Solutions, And Maintaining Organized Knowledge Base. Returns Deletion Status And Moved Record ID For Potential Recovery Operations.

Delete Task

Delete A Task By Moving It To The Recycle Bin Where It Can Be Restored Within 60 Days Before Permanent Deletion. Removes Task From Active Task Lists, Dashboards, And Related Record Timelines While Preserving Audit Trail. Essential For Cleaning Up Cancelled Tasks, Removing Duplicate Entries, Archiving Completed Old Tasks, And Maintaining Task Data Hygiene. Returns Deletion Status And Moved Record ID For Potential Recovery Operations.

Delete Vendor

Permanently Delete Vendor Records From Zoho CRM By Providing One Or More Vendor IDs. Removes All Supplier Information Including Contact Details, Performance Ratings, Product Associations, And Payment Terms. Use With Caution As Deletion Affects Purchase Orders And Product Records That Reference These Vendors. Essential For Data Cleanup, Removing Disqualified Suppliers, Deleting Duplicate Vendor Entries, Or Maintaining Vendor Database Hygiene By Removing Obsolete Or Inactive Suppliers. Deleted Records Move To The Recycle Bin Where They Can Be Restored Within The Retention Period Configured In Your CRM Settings Before Permanent Deletion.

Delink Related Records

Break Relationships Between Records By Unlinking Them From Related Lists While Preserving Both Individual Records. Essential For Correcting Relationship Errors, Reflecting Organizational Changes (Employee Moves To Different Company), Removing Outdated Associations, Implementing Relationship Lifecycle Management, And Maintaining Data Accuracy When Contacts Change Accounts Or Deals Change Ownership.

Disable Notifications

Permanently Disable And Delete One Or More Notification Watch Configurations, Immediately Stopping Webhook Deliveries For Specified Events. Essential For Decommissioning Integrations, Preventing Duplicate Notifications When Replacing Watches, Stopping Notifications During Maintenance Windows, Cleaning Up Test Configurations, And Managing Webhook Quotas By Removing Unused Watches.

Download Attachment

Download A Specific File Attachment By Its Unique Identifier From Any CRM Record. Returns The Raw File Content With Appropriate Content-Type Headers For Proper Handling. Essential For Extracting Documents For External Processing, Archiving Files To Backup Systems, Enabling Document Preview In Custom Applications, Extracting Data From Attached Spreadsheets, And Building Automated Document Workflows. Supports All File Types Previously Uploaded To Zoho CRM.

Download Photo

Download The Profile Photo Associated With A Contact, Lead, Account, Or Vendor Record. Returns The Image File In Its Original Uploaded Format With Appropriate Content-Type Headers. Essential For Syncing Profile Pictures To External Systems, Building Custom Contact Cards In Applications, Creating Visual Reports And Dashboards, Generating Printed Directories, And Maintaining Consistent Branding Across Platforms. Supports Multiple Image Sizes For Different Use Cases.

Enable Notifications

Enable Real-Time Instant Notifications (Webhooks) To Receive Immediate HTTP POST Callbacks When Specified CRM Events Occur (Record Create, Update, Delete). Essential For Building Event-Driven Integrations, Implementing Real-Time Data Synchronization, Triggering External Workflows On CRM Changes, Maintaining Data Consistency Across Systems, And Reducing Polling Overhead With Push-Based Updates.

Get Account

Retrieve Complete Details Of A Specific Account (Company) Record By Its Unique ID. Returns All Account Information Including Company Name, Phone, Website, Fax, Parent Account Relationships, Account Number, Type, Industry, Annual Revenue, Employee Count, Description, And Custom Fields. Perfect For Displaying Company Profiles In Custom Interfaces, Validating Account Existence Before Operations, Retrieving Account Context For Sales Activities, And Fetching Detailed Account Data For Integrations And Reporting.

Get Blueprint

Retrieve Comprehensive Blueprint Process Details For A Specific Record Including Current State, Available Transitions, Required Fields, Validation Rules, And Approval Steps. Blueprints Define Structured Workflows For Moving Records Through Stages (E.G., Lead Qualification, Deal Closure, Case Resolution). Essential For Understanding Available Next Actions, Building Custom UI For Process Management, Enforcing Business Rules, And Providing Guided User Experiences Through Complex Workflows. Returns Complete Transition Graph With Conditional Logic And Field Dependencies.

Get Call

Retrieve Complete Details Of A Specific Call Record By Its Unique ID. Returns All Call Information Including Subject, Call Type, Start Time, Duration, Purpose, Result, Outbound Status, Related Contacts (Who_Id), Related Records (What_Id), And Description. Perfect For Displaying Call Details In Custom Interfaces, Verifying Scheduled Calls Before Execution, Retrieving Call Context For Follow-Up Actions, And Auditing Specific Call Interactions.

Get Campaign

Retrieve Complete Details Of A Specific Marketing Campaign By Its Unique ID, Including Campaign Name, Type, Status, Start/End Dates, Expected Revenue, Budgeted Cost, Actual Cost, ROI Calculations, Description, And All Related Leads/Contacts/Deals Associations. Returns Full Campaign Context For Performance Analysis, Budget Tracking, Lead Attribution, And ROI Measurement. Essential For Campaign Detail Pages, Marketing Analytics, Budget Variance Analysis, And Building Comprehensive Campaign Performance Reports Across All Channels.

Get Case

Retrieve Complete Details Of A Specific Support Case/Ticket By Its Unique ID, Including Subject, Description, Status, Priority, Case Origin, Case Reason, Type, Associated Account/Contact, Assigned Owner, SLA Fields, Resolution Details, And Audit Timestamps. Returns Full Ticket Context For Support Agent Views, Escalation Analysis, SLA Tracking, And Customer Service Quality Monitoring. Essential For Case Detail Pages, Resolution Tracking, Satisfaction Surveys, And Building Comprehensive Support Interaction Timelines.

Get Contact

Retrieve Complete Details Of A Specific Contact Record By Its Unique ID. Returns All Contact Information Including Names, Email, Phone, Mobile, Account Association, Title, Department, Lead Source, Description, And Custom Fields. Perfect For Displaying Contact Profiles In Custom Interfaces, Validating Contact Existence Before Operations, Retrieving Contact Context For Communications, And Fetching Detailed Contact Data For Integrations.

Get Custom View

Retrieve Complete Details Of A Specific Custom View Including Comprehensive Filter Criteria, Sort Configuration, Displayed Columns, Access Permissions, And Sharing Settings. Essential For Replicating Exact Filtering Logic In External Applications, Understanding Complex Multi-Condition Filters, Building Custom Report Interfaces, And Implementing View-Based Data Access Controls. Returns Full COQL-Compatible Filter Expressions.

Get Deal

Retrieve Complete Details Of A Specific Deal Record By Its Unique ID. Returns All Deal Information Including Deal Name, Stage, Amount, Closing Date, Account And Contact Associations, Type, Source, Probability, Next Steps, Description, And Custom Fields. Perfect For Displaying Deal Details In Custom Interfaces, Validating Deal Existence Before Operations, Retrieving Deal Context For Sales Activities, And Fetching Detailed Deal Data For Revenue Forecasting And Reporting.

Get Deleted Records

Retrieve A List Of Records That Have Been Deleted From A Module Within A Specified Time Range, Including Records In Recycle Bin Or Permanently Deleted. Essential For Maintaining Data Synchronization With External Systems, Implementing Delete Propagation, Audit Trail Compliance, And Recovering Accidentally Deleted Records. Returns Deletion Metadata Including Who Deleted The Record, When, And Whether It Can Be Restored.

Get Event

Retrieve Complete Details Of A Specific Event/Meeting By Its Unique ID, Including Event Title, Start/End Datetime (ISO8601), All-Day Flag, Participant List (Contacts/Leads/Users/Emails), Venue, Description, Reminders (Remind_At), Recurring Pattern (RRULE), And Related Records (What_Id/Who_Id). Returns Full Event Context For Meeting Details, Calendar Display, Participant Coordination, And Attendance Tracking. Essential For Event Detail Pages, Calendar Event Display, Participant Management, And Building Comprehensive Meeting History Timelines.

Get Fields

Retrieve Detailed Field Metadata For A Specific Module Including Field API Names, Data Types, Display Labels, Picklist Values, Lookup Relationships, Validation Rules, Field Length Limits, Required Status, Read-Only Status, And Custom Field Configurations. Returns Complete Field Schema For Data Validation, Import Mapping, Form Generation, And API Field Selection. Essential For Building Data Validation Engines, CSV Import Tools, Dynamic Form Builders, Field-Level Permission Checking, And Ensuring Data Quality Across Integrations.

Get Invoice

Retrieve Complete Details Of A Specific Invoice Record By Its Unique ID. Returns All Billing Information Including Invoice Number, Line Items With Product Details And Pricing, Subtotal And Total Amounts, Tax Breakdowns, Discount Applications, Payment Terms, Due Dates, Payment Status, Customer Information, And Custom Fields. Perfect For Displaying Invoice Details In Customer Portals, Validating Billing Data Before Payment Processing, Retrieving Invoice Information For Accounting Reconciliation, And Fetching Complete Billing Records For Financial Reporting.

Get Layout

Retrieve Comprehensive Details Of A Specific Page Layout Including Complete Field Metadata, Section Organization, Column Arrangements, Field-Level Permissions, Picklist Values, Lookup Configurations, And Validation Rules. Essential For Rendering Accurate Record Forms In External Applications, Implementing Field-Level Validation, Building Mobile Apps With Correct Layouts, And Maintaining Consistency With Zoho CRM'S User Interface Design.

Get Lead

Retrieve Complete Details Of A Specific Lead Record By Its Unique ID. Returns All Lead Information Including Contact Details, Company, Email, Phone, Mobile, Lead Source, Status, Industry, Annual Revenue, Website, Description, And Custom Fields. Perfect For Displaying Lead Profiles In Custom Interfaces, Validating Lead Existence Before Operations, Retrieving Lead Context For Workflows, And Fetching Detailed Lead Data For Integrations.

Get Module

Retrieve Comprehensive Metadata For A Specific Module Including Field Definitions, Picklist Values, Lookup Configurations, Layouts, Related Lists, Supported API Operations, And Module-Level Permissions. Returns Complete Module Schema For Dynamic Form Generation, Validation Rule Creation, Data Import Mapping, And Field-Level Integration Configuration. Essential For Building Intelligent Data Sync Tools, Generating Module-Specific UIs, Validating Field Requirements, And Understanding Custom Field Structures Including Data Types And Dependencies.

Get Modules

Retrieve Comprehensive List Of All Modules In Zoho CRM Including Standard Modules (Leads, Contacts, Deals, Etc.) And Custom Modules With Metadata Like Module Name, API Name, Plural Label, Module ID, And Supported Operations. Returns Module Inventory For Dynamic Form Builders, API Discovery Tools, And CRM Configuration Management. Essential For Building Module-Agnostic Integrations, Generating Dynamic UI Menus, Validating API Capabilities, And Understanding Org-Specific Customizations Including Custom Modules And Module Permissions.

Get Organization Info

Retrieve Comprehensive Organization-Level Configuration And Metadata Including Company Name, Industry, Employee Count, Timezone, Date/Time Formats, Currency Settings, Fiscal Year Configuration, Data Residency Location, Edition Details, And Licensing Information. Essential For Understanding CRM Instance Settings, Adapting Applications To Organizational Locale Preferences, Implementing Timezone Conversions, Validating Feature Availability Based On Edition, And Building Context-Aware Integrations.

Get Price Book

Retrieve Complete Details Of A Specific Pricebook Record By Its Unique ID. Returns All Pricing Information Including Pricebook Name, Description, Active Status, Detailed Pricing Tier Structure In Pricing_Details JSON Array (From_range, To_range, Discount), Associated Products With Their Pricing, Currency Configurations, Validity Periods, And Custom Fields. Perfect For Displaying Pricing Options In Quote Creation Forms, Calculating Volume-Based Discounts During Order Processing, Retrieving Pricing Rules For Specific Customer Segments, And Fetching Complete Pricing Strategies For Financial Analysis.

Get Product

Retrieve Complete Details Of A Specific Product Record By Its Unique ID. Returns All Product Information Including Name, Code/SKU, Category, Pricing Details, Stock Quantities, Reorder Levels, Manufacturer Information, Vendor Relationships, Tax Configurations, Commission Rates, Product Descriptions, And Custom Fields. Perfect For Displaying Product Details In Quotes And Sales Orders, Validating Product Availability Before Order Creation, Retrieving Pricing Information For Calculations, And Fetching Product Data For Integrations.

Get Profile

Retrieve Comprehensive Permission Details For A Specific Profile Including Module-Level Permissions (Create, Read, Update, Delete), Field-Level Security, Custom View Access, And Feature-Specific Capabilities. Essential For Auditing Granular Permissions, Troubleshooting Access Issues, Implementing Conditional UI Based On Permissions, Validating Security Configurations, And Generating Detailed Permission Reports For Compliance Reviews.

Get Purchase Order

Retrieve Complete Details Of A Specific Purchase Order Record By Its Unique ID. Returns All PO Information Including Subject, PO Number, Status, Vendor Details, Contact Person, Product Line Items With Quantities And Pricing, Requisition Number, Billing And Shipping Addresses, Carrier Information, Tracking Numbers, Excise Duty, Subtotal, Discount Percentages, Tax Calculations, Adjustments, Grand Total, Due Date, And Custom Fields. Perfect For Displaying PO Details For Receiving, Generating Receiving Documents, Validating PO Data Before Payment, And Fetching PO Information For Three-Way Matching Workflows.

Get Quote

Retrieve Complete Details Of A Specific Quote Record By Its Unique ID. Returns All Quote Information Including Subject, Quote Number, Stage, Status, Associated Deal/Account/Contact, Product Line Items With Quantities And Pricing, Billing And Shipping Addresses, Terms And Conditions, Subtotal, Discount Percentages, Tax Calculations, Adjustments, Grand Total, Valid Until Date, And Custom Fields. Perfect For Displaying Quote Details For Customer Review, Generating PDF Quotes, Validating Quote Data Before Conversion To Sales Orders, And Fetching Quote Information For Approval Workflows.

Get Record Count

Retrieve The Total Number Of Records In A Module With Optional Filter Criteria, Providing Fast Count Operations Without Fetching Full Record Data. Essential For Dashboard Metrics, Pagination Calculations, Quota Tracking, Data Quality Monitoring, And Performance Optimization. Supports COQL (CRM Object Query Language) For Complex Filtering Conditions. Much More Efficient Than Fetching All Records Just To Count Them.

Get Record Tags

Retrieve All Tags Currently Assigned To A Specific Record, Including Tag Names, IDs, Colors, And Assignment Metadata. Essential For Displaying Record Categorization In Custom Views, Implementing Tag-Based Access Controls, Showing Visual Tag Indicators, Filtering Related Records By Tags, And Maintaining Tag Consistency Across Synchronized Systems.

Get Records By Custom View

Fetch Records That Match A Specific Custom View'S Filter Criteria, Sort Order, And Field Selection In A Single Operation. Leverages Pre-Configured View Definitions To Retrieve Exactly The Records Users See In Corresponding Zoho CRM List Views. Essential For Maintaining Consistency Between Custom Applications And CRM UI, Implementing View-Based Data Access, Building Dashboards With Predefined Segments, And Avoiding Manual Filter Recreation.

Get Related Records

Retrieve All Records Linked To A Parent Record Through Related Lists (E.G., All Contacts For An Account, All Deals For A Contact, All Notes For A Lead). Returns Comprehensive Relationship Data Maintaining Referential Integrity Across Modules. Essential For Building Complete Record Hierarchies, Displaying Related Data In Custom Views, Implementing Cascading Displays, Synchronizing Relationship Graphs To External Systems, And Creating 360-Degree Customer Views.

Get Role

Retrieve Detailed Information About A Specific Role Including Its Position In Organizational Hierarchy, Reporting Relationships, Data Sharing Rules, And Associated User Count. Essential For Understanding Role-Specific Permissions, Validating Role Assignments, Auditing Individual Role Configurations, And Implementing Granular Access Controls Based On Organizational Position.

Get Sales Order

Retrieve Complete Details Of A Specific Sales Order Record By Its Unique ID. Returns All Order Information Including Subject, SO Number, Status, Associated Quote/Deal/Account/Contact, Product Line Items With Quantities And Pricing, Billing And Shipping Addresses, Carrier Information, Tracking Numbers, Subtotal, Discount Percentages, Tax Calculations, Adjustments, Grand Total, Due Date, And Custom Fields. Perfect For Displaying Order Details For Fulfillment, Generating Shipping Labels, Validating Order Data Before Invoicing, And Fetching Order Information For Inventory Allocation Workflows.

Get Solution

Retrieve Complete Details Of A Specific Solution Article By Its Unique ID, Including Solution Title, Full Question Text, Comprehensive Answer Content, Status, Published Flag, Product Association, View Count, Helpful Ratings, And Audit Timestamps. Returns Full Article Context For Knowledge Base Display, Solution Linking In Cases, Content Management, And Self-Service Recommendation. Essential For Solution Detail Pages, Case-To-Solution Linking, Content Quality Assessment, And Building Comprehensive Knowledge Base Search Results.

Get Task

Retrieve Complete Details Of A Specific Task By Its Unique ID, Including Subject, Description, Due Date, Status, Priority, Reminder Settings, Assignee (Who_Id), Related Record (What_Id), And Audit Timestamps. Returns Full Task Context For Detailed Task Views, Completion Tracking, Relationship Mapping, And Historical Analysis. Essential For Task Detail Pages, Completing Task Workflows, Analyzing Task History, And Building Comprehensive Activity Timelines Across Related CRM Records.

Get Territory

Retrieve Detailed Information About A Specific Territory Including Its Definition Criteria, Assigned Users, Manager, Parent Territory Relationship, And Record Assignment Rules. Essential For Understanding Territory Scope, Validating Territory Assignments, Auditing Territory Configurations, Implementing Territory-Specific Business Logic, And Troubleshooting Record Visibility Issues.

Get User

Retrieve Complete Details Of A Specific User Including Personal Information, Role And Profile Assignments, Territory Memberships, Preferences, License Information, And Activity Status. Essential For Displaying User Profiles, Validating User Permissions Before Operations, Implementing User Context In Custom Applications, Auditing Individual User Configurations, And Troubleshooting Access Issues.

Get Users

Retrieve Comprehensive List Of Users In Zoho CRM With Detailed Information Including Names, Emails, Roles, Profiles, Status, Territories, And Department Assignments. Supports Filtering By User Status (Active, Inactive, Deleted, Confirmed, Not Confirmed). Essential For Building User Directories, Populating Owner Assignment Dropdowns, Implementing User Management Interfaces, Syncing Users To External Systems (Active Directory, Okta), And Auditing License Usage.

Get Vendor

Retrieve Complete Details Of A Specific Vendor Record By Its Unique ID. Returns All Supplier Information Including Vendor Name, Contact Person, Email, Phone, Website URL, GL Account Assignment, Category Classification, Performance Ratings, Payment Terms, Product Associations, Shipping Address, And Custom Fields. Perfect For Displaying Vendor Details In Purchase Order Creation Forms, Validating Supplier Credentials Before Procurement, Retrieving Vendor Contact Information For RFQ Distribution, And Fetching Complete Supplier Profiles For Vendor Management Analysis.

List Account

Retrieve A Paginated List Of All Account (Company) Records From Zoho CRM With Comprehensive Filtering Capabilities. Returns Detailed Account Information Including Company Names, Phone Numbers, Websites, Parent Account Relationships, Account Types, Industries, Annual Revenue, Employee Counts, And Custom Fields. Essential For Building Company Directories, Territory Management, Account Hierarchy Analysis, Customer Segmentation, And Enterprise Relationship Mapping. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Account Databases.

List Attachments

Retrieve A Paginated List Of All File Attachments Associated With A Specific CRM Record Across Any Module. Returns Comprehensive Attachment Metadata Including File Names, Sizes, Types, Upload Timestamps, Owner Information, And Download Links. Essential For Document Management Workflows, Compliance Audits, File Synchronization With External Storage Systems, And Building Attachment Galleries In Custom Applications. Supports Pagination For Handling Records With Numerous Attachments Efficiently.

List Call

Retrieve A Paginated List Of All Call Records From Zoho CRM. Returns Comprehensive Call Details Including Subject, Type (Inbound/Outbound/Missed), Start Time, Duration, Purpose, Result, Status, And Associated Contacts/Records. Essential For Call Activity Reporting, Tracking Scheduled Calls, Analyzing Call Outcomes, And Auditing Communication History. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Call Volumes.

List Campaign

Retrieve Paginated List Of Marketing Campaigns From Zoho CRM With Customizable Field Selection, Including Campaign Name, Type, Status, Start/End Dates, Expected Revenue, Budgeted Cost, Actual Cost, And ROI Metrics. Returns Campaign Data For Marketing Analytics, Lead Attribution, Budget Tracking, And Performance Analysis. Essential For Marketing Dashboard Construction, ROI Reporting, Campaign Effectiveness Analysis, Lead Source Attribution, And Multi-Channel Campaign Coordination. Supports Pagination (200 Records/Page, Max 100K), Field Selection (Max 50 Fields), And Status Filtering.

List Case

Retrieve Paginated List Of Support Cases/Tickets From Zoho CRM With Customizable Field Selection, Including Subject, Status, Priority, Case Origin, Case Reason, Type, Associated Account/Contact, And SLA Tracking Fields. Returns Support Ticket Data For Helpdesk Dashboards, SLA Monitoring, Escalation Tracking, And Customer Service Analytics. Essential For Building Support Ticket Queues, SLA Compliance Reporting, Customer Satisfaction Tracking, And Integrating With External Helpdesk Systems. Supports Pagination (200 Records/Page, Max 100K), Field Selection (Max 50 Fields), And Status/Priority Filtering.

List Contacts

Retrieve A Paginated List Of All Contact Records From Zoho CRM With Comprehensive Filtering Capabilities. Returns Detailed Contact Information Including Names, Email, Phone, Mobile, Account Associations, Titles, Departments, Lead Sources, And Custom Fields. Essential For Building Contact Directories, Customer Communication Workflows, Territory-Based Contact Distribution, Marketing List Generation, And Customer Relationship Analytics. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Contact Databases.

List Currencies

Retrieve All Currencies Configured In The Zoho CRM Organization Including Base Currency, Active Currencies, Exchange Rates, Formatting Symbols, And Decimal Precision. Essential For Multi-Currency Transaction Processing, Displaying Prices In Customer'S Currency, Converting Deal Values For Reporting, Implementing Currency Selectors In Custom Forms, And Maintaining Exchange Rate Accuracy Across Integrated Systems. Returns Both Active And Inactive Currency Configurations.

List Custom Views

Retrieve All Custom Views (Filtered, Sorted List Views) Configured For A Specific Module, Including System Default Views And User-Created Views. Custom Views Define Which Records To Display Using Filter Criteria, Which Columns To Show, Sort Order, And Sharing Settings. Essential For Implementing Filtered Record Lists In Custom Applications, Understanding Available Data Segments, Building Navigation Menus, And Replicating Zoho CRM'S List View Functionality In External Interfaces.

List Deal

Retrieve A Paginated List Of All Deal Records From Zoho CRM With Comprehensive Filtering Capabilities. Returns Detailed Deal Information Including Deal Names, Stages, Amounts, Closing Dates, Account And Contact Associations, Types, Sources, Probabilities, And Custom Fields. Essential For Sales Pipeline Analysis, Revenue Forecasting, Opportunity Tracking, Territory-Based Deal Distribution, And Building Sales Performance Dashboards. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Deal Pipelines.

List Event

Retrieve Paginated List Of Events/Meetings From Zoho CRM With Customizable Field Selection, Including Event Title, Start/End Times, Participants, Venue, Recurring Patterns (RRULE), And Related Records. Returns Calendar Data For Meeting Scheduling, Participant Management, And Activity Tracking. Essential For Calendar Integration, Meeting Dashboard Construction, Participant Coordination, Recurring Event Management, And Syncing CRM Events To Google Calendar/Outlook. Supports Pagination (200 Records/Page, Max 100K), Field Selection (Max 50 Fields), And Date-Range Filtering.

List Invoice

Retrieve A Paginated List Of Invoice Records From Zoho CRM. Returns Comprehensive Billing Information Including Invoice Number, Line Items Via Invoiced_Items Subform, Amounts, Tax Calculations, Payment Status, Due Dates, Accounts Receivable Data, Customer Details, And Custom Fields. Essential For Billing Cycle Management, Payment Tracking, Revenue Recognition, Accounting System Synchronization, And Generating Financial Reports. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Invoice Volumes.

List Layouts

Retrieve All Page Layouts Configured For A Specific Module, Including Field Arrangements, Sections, Profiles Assigned, And Visibility Rules. Layouts Control Which Fields Users See And Can Edit Based On Their Profile Or Role. Essential For Building Dynamic Forms In Custom Applications, Understanding Field Visibility Requirements, Implementing Profile-Based UI Rendering, And Auditing Layout Configurations Across The Organization.

List Leads

Retrieve A Paginated List Of All Lead Records From Zoho CRM With Comprehensive Filtering And Sorting Capabilities. Returns Detailed Lead Information Including Contact Details, Company, Source, Status, Industry, Revenue, And Custom Fields. Essential For Prospecting Workflows, Lead Qualification Analysis, Export Operations, Territory-Based Lead Distribution, And Building Lead Management Dashboards. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Lead Databases Efficiently.

List Notes

Retrieve Paginated List Of Notes/Comments Attached To A Specific Record In Any Module (Leads, Contacts, Accounts, Deals, Etc.), Including Note Title, Content, Creator, Timestamps, And Attachments. Returns Activity Notes, Call Logs, Meeting Minutes, And Knowledge Capture For Building Activity Timelines, Collaboration Feeds, And Historical Context. Essential For Displaying Interaction History, Team Collaboration, Customer Insight Sharing, And Syncing Notes To External Knowledge Management Systems. Supports Pagination (200 Notes/Page, Max 100K).

List Notifications

Retrieve All Active Notification Watch Configurations (Instant Webhooks) Set Up For The Zoho CRM Organization, Including Watched Events, Channel Details, Expiry Times, And Token Information. Notifications Provide Real-Time Push Updates When CRM Records Are Created, Updated, Or Deleted. Essential For Auditing Webhook Configurations, Monitoring Active Integrations, Troubleshooting Notification Delivery, Validating Channel Health, And Managing Webhook Lifecycle.

List Price Book

Retrieve A Paginated List Of Pricebook Records From Zoho CRM. Returns Comprehensive Pricing Information Including Pricebook Name, Description, Active Status, Pricing Details With Volume-Based Tiers Stored In Pricing_Details JSON Array (From_range, To_range, Discount Percentage), Product Associations, Currency Settings, And Custom Fields. Essential For Managing Multi-Tier Pricing Strategies, Implementing Volume Discounts, Supporting Multi-Currency Sales Operations, And Building Dynamic Pricing Selection Interfaces. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Pricebook Catalogs.

List Product

Retrieve A Paginated List Of All Product Records From Zoho CRM. Returns Comprehensive Product Catalog Information Including Product Name, Code/SKU, Category, Unit Price, Quantity In Stock, Manufacturer, Vendor, Tax Rates, Commission Rates, And Custom Fields. Essential For Inventory Management, Price List Generation, Product Catalog Synchronization, E-Commerce Integrations, And Building Product Selection Interfaces. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Product Catalogs Efficiently.

List Profiles

Retrieve All Permission Profiles Configured In Zoho CRM Defining Module Access, Field Permissions, Custom View Visibility, And Feature Availability For Different User Types. Profiles Are Permission Templates Assigned To Users Controlling What They Can See And Do. Essential For Understanding Security Model, Implementing Profile-Based UI Customization, Auditing Access Controls, Validating User Permissions, And Mapping CRM Profiles To External Authorization Systems.

List Purchase Order

Retrieve A Paginated List Of All Purchase Order Records From Zoho CRM. Returns Comprehensive Procurement Information Including Subject, PO Number, Status, Vendor Details, Product Line Items With Quantities And Pricing, Billing And Shipping Addresses, Subtotal, Discount, Tax, Adjustment, Grand Total, Due Date, Tracking Status, And Custom Fields. Essential For Procurement Tracking, Vendor Payment Management, Generating Procurement Reports, Inventory Receiving, And Building Purchase Order Management Dashboards. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Procurement Volumes Efficiently.

List Quote

Retrieve A Paginated List Of All Quote Records From Zoho CRM. Returns Comprehensive Quote Information Including Subject, Quote Number, Stage, Status, Deal Association, Account/Contact Details, Product Line Items With Pricing, Subtotal, Discount, Tax, Adjustment, Grand Total, Valid Until Date, And Custom Fields. Essential For Quote Pipeline Analysis, Sales Forecasting, Generating Quote Reports, Tracking Quote Approval Status, And Building Quote Management Dashboards. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Quote Volumes Efficiently.

List Roles

Retrieve All Organizational Roles Configured In Zoho CRM Including Role Hierarchy, Reporting Relationships, And Permission Associations. Roles Define User Positions In Organizational Structure And Determine Data Visibility Through Role-Based Access Controls. Essential For Understanding Organizational Hierarchy, Implementing Role-Based UI Customization, Building Org Charts, Auditing Security Configurations, And Mapping CRM Roles To External Directory Systems (Active Directory, Okta).

List Sales Order

Retrieve A Paginated List Of All Sales Order Records From Zoho CRM. Returns Comprehensive Order Information Including Subject, SO Number, Status, Quote Reference, Deal Association, Account/Contact Details, Product Line Items With Quantities And Pricing, Billing And Shipping Addresses, Subtotal, Discount, Tax, Adjustment, Grand Total, Due Date, And Custom Fields. Essential For Order Fulfillment Tracking, Revenue Recognition, Generating Order Reports, Inventory Planning, And Building Order Management Dashboards. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Order Volumes Efficiently.

List Solution

Retrieve Paginated List Of Solution Articles From Zoho CRM Knowledge Base With Customizable Field Selection, Including Solution Title, Question, Answer, Status, Published Flag, Product Association, And View Count. Returns Knowledge Base Content For Self-Service Portals, Solution Recommendation Engines, And Support Deflection. Essential For Building Knowledge Bases, Enabling Customer Self-Service, Reducing Support Volume, And Integrating With External Help Centers. Supports Pagination (200 Records/Page, Max 100K), Field Selection (Max 50 Fields), And Published Status Filtering.

List Tags

Retrieve All Tags (Labels) Configured In Zoho CRM Globally Or For A Specific Module, Including Tag Names, Colors, Usage Counts, And Creation Details. Tags Provide Flexible Categorization Beyond Standard Fields, Enabling Ad-Hoc Organization, Visual Identification, And Custom Filtering. Essential For Building Tag-Based Filters, Implementing Tag Clouds, Displaying Tag Selectors In Custom Interfaces, And Understanding Record Categorization Patterns.

List Task

Retrieve Paginated List Of Tasks From Zoho CRM With Customizable Field Selection, Filtering By Due Dates, Status, Priority, And Assignee. Returns Task Subject, Due Date, Status, Priority, Assignee, And Related Record Associations. Essential For Building Productivity Dashboards, Tracking Team Follow-Ups, Monitoring Overdue Tasks, And Syncing Activity Data To External Project Management Tools. Supports Pagination (200 Records/Page, Max 100K Records), Field Selection (Max 50 Fields), And Custom Sorting.

List Territories

Retrieve All Sales Territories Configured In Zoho CRM Including Territory Hierarchy, Geographical Definitions, And Assigned Users. Territories Organize Sales Teams By Geography, Product Line, Or Customer Segment, Controlling Record Assignment And Visibility. Essential For Understanding Sales Structure, Implementing Territory-Based Routing, Building Territory Performance Dashboards, Managing Lead Distribution, And Enforcing Geographic Access Controls.

List Vendor

Retrieve A Paginated List Of Vendor Records From Zoho CRM. Returns Comprehensive Supplier Information Including Vendor Name, Contact Details, Email, Phone, Website, GL Account Assignments, Category Classifications, Performance Ratings, Product Associations, And Custom Fields. Essential For Supplier Relationship Management, Procurement Workflows, Vendor Performance Tracking, Purchase Order Creation, And Maintaining Synchronized Vendor Databases Across Procurement Systems. Supports Field Selection For Optimized Data Retrieval And Pagination For Handling Large Vendor Catalogs.

Mass Delete Records

Delete Large Numbers Of Records Simultaneously Based On Custom View Filters Or Specific Record IDs, Moving Them To Recycle Bin With Option For Permanent Deletion. Essential For Data Archival, Removing Obsolete Records, Enforcing Data Retention Policies, Cleaning Up Test Environments, And Implementing Automated Data Lifecycle Management. More Efficient Than Individual Deletions For Processing Hundreds Or Thousands Of Records.

Mass Update Records

Update Multiple Records Simultaneously Based On Custom View Filters Or Specific Record IDs, Applying The Same Field Values To All Matching Records In A Single Operation. Essential For Territory Reassignments, Bulk Status Updates, Data Standardization, Owner Transfers, And Implementing Organization-Wide Changes Efficiently. Supports Updating Any Editable Fields While Respecting Validation Rules And Field Dependencies.

Remove Tags From Record

Remove One Or More Tags From A Specific Record While Preserving Other Tags And The Tag Definitions Themselves. Essential For Updating Record Categorization, Correcting Tagging Errors, Implementing Tag Lifecycle Management, Removing Obsolete Categories, And Maintaining Accurate Record Classification As Circumstances Change.

Remove Tags From Records (Bulk)

Remove The Same Tag(S) From Multiple Records Simultaneously While Preserving Other Tags And Record Data. Essential For Bulk Recategorization, Correcting Tagging Errors Across Multiple Records, Implementing Tag Lifecycle Management At Scale, Cleaning Up Obsolete Categories, And Maintaining Accurate Classification As Organizational Needs Evolve.

Search Contacts

Search For Contact Records Using Flexible Criteria Including Email, Phone, Or Custom Field Values With Support For Complex Queries. Returns Contacts Matching The Specified Search Parameters With Field Operators For Precise Filtering. Essential For Duplicate Detection, Contact Lookup By Communication Details, Finding Decision-Makers At Specific Accounts, And Building Custom Contact Search Interfaces For Sales And Support Teams.

Search Leads

Search For Lead Records Using Flexible Criteria Including Email, Phone, Custom Field Values, Or Keyword Matching Across Multiple Fields. Returns Leads Matching The Specified Search Parameters With Support For Complex Queries Using Field Operators (Equals, Contains, Starts_with, Etc.). Essential For Duplicate Detection, Lead Lookup By Contact Information, Finding Leads Matching Specific Qualifications, And Building Custom Search Interfaces.

Update Account

Update An Existing Account (Company) Record In Zoho CRM By Modifying Account Details Such As Company Name, Phone, Website, Parent Account Relationships, Account Type, Industry, Revenue, Employee Count, Or Custom Fields. Perfect For Account Data Enrichment From External Sources, Correcting Company Information, Updating Company Hierarchies, Maintaining Current Revenue And Employee Figures, Or Syncing Updated Account Data From ERP Systems. Supports Partial Updates - Only Provide Fields That Need Modification.

Update Blueprint

Execute A Blueprint Transition To Move A Record From Its Current State To A New State, Enforcing Configured Business Rules, Required Fields, Validations, And Approval Workflows. Enables Programmatic Process Automation While Maintaining Data Integrity And Business Logic Compliance. Essential For Automated Deal Stage Progression, Bulk Record Processing Through Workflows, Integration-Triggered State Changes, And Building Custom Process Management Interfaces That Respect Organizational Rules.

Update Call

Update An Existing Call Record In Zoho CRM By Modifying Call Details Such As Subject, Call Type, Start Time, Duration, Purpose, Result, Status, Or Associated Contacts/Records. Perfect For Correcting Call Information, Updating Call Outcomes After Completion, Rescheduling Calls, Adding Call Notes, Or Enriching Call Data With Additional Context. Supports Partial Updates - Only Provide Fields That Need Modification. Enables Workflow Execution Control And Cadence Automation Management During Updates.

Update Campaign

Update Existing Campaign Details Including Name, Status, Dates, Expected Revenue, Actual Cost, Budget Adjustments, And Custom Fields. Supports Partial Updates (Only Specified Fields Modified), Automation Control, And Real-Time ROI Tracking Updates. Essential For Status Progression, Budget Variance Tracking, Cost Updates, Date Adjustments, And Synchronizing Campaign Performance Data From External Marketing Platforms. Returns Update Status, Modified Timestamp, And Validation Errors.

Update Case

Update Existing Case/Ticket Details Including Status, Priority, Assignment, Resolution Notes, Escalation Level, And Custom Fields. Supports Partial Updates (Only Specified Fields Modified), Automation Control, And SLA Field Modifications. Essential For Status Progression, Case Reassignment, Priority Adjustments, Resolution Documentation, Escalation Workflows, And Synchronizing Updates From External Helpdesk Systems. Returns Update Status, Modified Timestamp, And Validation Errors.

Update Contact

Update An Existing Contact Record In Zoho CRM By Modifying Contact Details Such As Names, Email, Phone, Mobile, Account Associations, Job Titles, Departments, Or Custom Fields. Perfect For Contact Data Enrichment, Correcting Contact Information, Updating Job Changes, Maintaining Current Communication Preferences, Or Syncing Updated Contact Data From External Sources. Supports Partial Updates - Only Provide Fields That Need Modification.

Update Currency Exchange Rate

Update The Exchange Rate For A Specific Currency Relative To The Organization'S Base Currency, Ensuring Accurate Multi-Currency Calculations Across All Monetary Fields. Essential For Automated Daily Exchange Rate Synchronization From Financial APIs, Maintaining Accurate International Deal Values, Correcting Exchange Rate Errors, Implementing Real-Time Currency Conversion, And Ensuring Compliance With Financial Reporting Requirements.

Update Deal

Update An Existing Deal Record In Zoho CRM By Modifying Deal Details Such As Stage, Amount, Closing Date, Account And Contact Associations, Probability, Next Steps, Or Custom Fields. Perfect For Progressing Deals Through Pipeline Stages, Adjusting Deal Values Based On Negotiations, Updating Closing Dates, Adding Next Steps After Sales Calls, Or Enriching Deals With Competitive Intelligence. Supports Partial Updates - Only Provide Fields That Need Modification.

Update Event

Update Existing Event/Meeting Details Including Title, Start/End Datetime, Participants, Venue, Description, Reminders, And Related Records. Supports Partial Updates (Only Specified Fields Modified), Automation Control, And Participant List Modifications. Essential For Rescheduling Meetings, Updating Participant Lists, Changing Venues, Modifying Reminders, And Synchronizing Calendar Changes From External Systems. Returns Update Status, Modified Timestamp, And Validation Errors For Failed Updates.

Update Invoice

Update An Existing Invoice Record In Zoho CRM By Modifying Billing Details Such As Payment Status, Due Dates, Line Items, Amounts, Tax Calculations, Discount Applications, Payment Terms, Or Billing Addresses. Perfect For Recording Payment Receipts, Adjusting Invoice Amounts, Correcting Billing Errors, Updating Payment Terms, Modifying Tax Calculations Based On Jurisdictional Changes, Or Enriching Invoice Data With Additional Payment Information. Supports Partial Updates - Only Provide Fields That Need Modification. Enables Workflow Execution Control During Updates.

Update Lead

Update An Existing Lead Record In Zoho CRM By Modifying Lead Details Such As Contact Information, Company, Status, Source, Industry, Revenue, Or Custom Fields. Perfect For Lead Enrichment, Status Progression, Correcting Lead Information, Updating Qualification Scores, Or Adding Additional Context From External Sources. Supports Partial Updates - Only Provide Fields That Need Modification. Enables Workflow Execution Control And Automation Management During Updates.

Update Note

Update Existing Note Content, Title, Or Attachments For A Specific Record'S Note. Supports Partial Updates (Only Specified Fields Modified) For Editing Meeting Minutes, Correcting Call Logs, Adding Context To Customer Insights, Or Updating Collaboration Comments. Essential For Note Revision Workflows, Content Corrections, Collaborative Editing, And Maintaining Accurate Activity History. Returns Update Status, Modified Timestamp, And Validation Errors.

Update Notifications

Update An Existing Notification Watch Configuration To Modify Watched Events, Extend Channel Expiry, Change Notification Endpoint, Or Update Verification Token. Essential For Adapting Integrations To New Requirements, Renewing Expiring Channels To Maintain Continuous Operation, Updating Webhook Endpoints During Infrastructure Changes, And Managing Notification Lifecycle Without Disrupting Data Flow.

Update Price Book

Update An Existing Pricebook Record In Zoho CRM By Modifying Pricing Strategies Such As Tier Definitions, Discount Percentages, Product Pricing, Currency Settings, Active Status, Or Validity Periods. Perfect For Adjusting Volume Discount Thresholds, Updating Prices Based On Market Changes, Modifying Regional Pricing For Currency Fluctuations, Activating Or Deactivating Pricing Campaigns, Or Enriching Pricing Data With Competitive Intelligence. Supports Partial Updates - Only Provide Fields That Need Modification. Enables Workflow Execution Control During Updates.

Update Product

Update An Existing Product Record In Zoho CRM By Modifying Product Details Such As Name, Code/SKU, Category, Pricing, Stock Quantities, Reorder Levels, Manufacturer Information, Vendor Relationships, Or Tax Configurations. Perfect For Adjusting Product Prices, Updating Inventory Levels, Correcting Product Information, Changing Tax Rates, Modifying Commission Structures, Or Enriching Product Data With Additional Specifications. Supports Partial Updates - Only Provide Fields That Need Modification. Enables Workflow Execution Control During Updates.

Update Purchase Order

Update An Existing Purchase Order Record In Zoho CRM By Modifying PO Details Such As Subject, Status, Vendor Information, Product Line Items, Quantities, Pricing, Shipping Information, Tracking Numbers, Or Due Dates. Perfect For Updating Receiving Status, Modifying Order Quantities Before Receipt, Changing Delivery Addresses, Adding Tracking Information, Updating Carrier Details, Or Adjusting PO Totals Based On Vendor Changes. Supports Partial Updates - Only Provide Fields That Need Modification. Product Line Items Can Be Completely Replaced Or Individual Items Updated.

Update Quote

Update An Existing Quote Record In Zoho CRM By Modifying Quote Details Such As Subject, Stage, Status, Product Line Items, Pricing, Discounts, Tax Configurations, Terms And Conditions, Or Valid Until Date. Perfect For Revising Quotes Based On Customer Negotiations, Updating Pricing Or Quantities, Changing Discount Percentages, Modifying Terms And Conditions, Progressing Quote Stages, Or Adding/Removing Products From The Quote. Supports Partial Updates - Only Provide Fields That Need Modification. Product Line Items Can Be Completely Replaced Or Individual Items Updated.

Update Related Records

Establish Relationships Between Existing Records By Linking Them Through Related Lists Without Creating New Records. Essential For Connecting Contacts To Accounts, Associating Deals With Contacts, Linking Products To Opportunities, Building Organizational Hierarchies, Implementing Many-To-Many Relationships, And Maintaining Referential Integrity When Importing Data From External Systems.

Update Sales Order

Update An Existing Sales Order Record In Zoho CRM By Modifying Order Details Such As Subject, Status, Product Line Items, Quantities, Pricing, Shipping Information, Tracking Numbers, Or Due Dates. Perfect For Updating Fulfillment Status, Modifying Order Quantities Before Shipment, Changing Shipping Addresses, Adding Tracking Information, Updating Carrier Details, Or Adjusting Order Totals Based On Changes. Supports Partial Updates - Only Provide Fields That Need Modification. Product Line Items Can Be Completely Replaced Or Individual Items Updated.

Update Solution

Update Existing Solution Article Content Including Title, Question, Answer, Status, Published Flag, Product Associations, And Custom Fields. Supports Partial Updates (Only Specified Fields Modified), Automation Control, And Content Versioning. Essential For Content Maintenance, Accuracy Improvements, Publishing Workflow Progression, Product Reassociation, And Synchronizing Article Updates From External Knowledge Bases. Returns Update Status, Modified Timestamp, And Validation Errors.

Update Task

Update Existing Task Details Including Subject, Due Date, Status, Priority, Assignee, Related Records, Description, And Custom Fields. Supports Partial Updates (Only Specified Fields Modified), Automation Control, And Cadence Execution Skipping. Essential For Task Completion Workflows, Reassignment Operations, Due Date Adjustments, Status Progression Tracking, And Synchronizing Task Updates From External Systems. Returns Update Status, Modified Timestamp, And Validation Errors For Failed Updates.

Update Vendor

Update An Existing Vendor Record In Zoho CRM By Modifying Supplier Details Such As Contact Information, Email, Phone, Website, GL Account Assignments, Category Classifications, Performance Ratings, Payment Terms, Or Shipping Addresses. Perfect For Updating Vendor Contact Details After Personnel Changes, Adjusting Performance Ratings Based On Delivery Metrics, Modifying Payment Terms Per Contract Negotiations, Correcting Vendor Information, Or Enriching Supplier Data With Additional Qualification Details. Supports Partial Updates - Only Provide Fields That Need Modification. Enables Workflow Execution Control During Updates.

Upload Attachment

Upload And Attach A File To Any CRM Record Across All Modules, Enabling Seamless Document Association With Leads, Contacts, Accounts, Deals, And Other Entities. Supports Various File Types Including PDFs, Word Documents, Excel Spreadsheets, Images, And Presentations. Essential For Contract Management, Proposal Tracking, Storing Signed Agreements, Attaching Customer Communications, And Building Document-Centric Workflows. Automatically Captures Upload Metadata Including Timestamp And Uploader Information.

Upload Photo

Upload And Set A Profile Photo For Contact, Lead, Account, Or Vendor Records In Zoho CRM. Displays Prominently In Record Details, List Views, And Related Lists To Provide Instant Visual Recognition. Essential For Relationship Management, Improving User Experience With Visual Identification, Building Contact Directories, And Creating Personalized CRM Interfaces. Automatically Resizes And Optimizes Images For Consistent Display Across Web And Mobile Platforms.

Upsert Records

Intelligently Create New Records Or Update Existing Ones In A Single Operation Based On Configurable Duplicate Check Fields, Eliminating The Need For Separate Existence Checks. Zoho CRM Automatically Determines Whether To Insert Or Update Based On Matching Field Values (E.G., Email, Phone, External ID). Essential For Bidirectional Sync With External Systems, Importing Data From Spreadsheets, Webhook-Based Integrations, And Maintaining Data Consistency Across Platforms Without Manual Duplicate Management.

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