crm
Zoho CRM
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get_single_zohocrm_module_by_id
Get a single Zoho CRM module by its numeric id. Returns: id, api_name, generated_type. Required: id.
list_all_zohocrm_users
List users in zohocrm. Returns: id, type. Max 200 users per response.
get_single_zohocrm_user_by_id
Get a single zohocrm user by id. Returns: id, type. Required: id.
zohocrm_users_me
Get the current authenticated user in zohocrm. Returns: id, type.
update_a_zohocrm_user_by_id
Update User. Update single user by ID. API exposed to customers
zohocrm_users_associated_groups
Get the groups associated with a zohocrm user. Returns: id. Required: user.
zohocrm_users_bulk_update
Update User. Update multiple users. API exposed to customers
zohocrm_users_transfer_and_delete
Transfer User. Transfer user records, assignments, and criteria to another user
list_all_zohocrm_deals
List all deals in Zoho CRM. Returns deal records including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Probability, Lead_Source, Modified_Time, Created_Time, and additional deal properties. Max 200 records per page.
update_a_zohocrm_deal_by_id
Update an existing Zoho CRM deal by id. Returns the updated deal record including id, Deal_Name, Stage, Amount, Closing_Date, Owner, Account_Name, Modified_Time, and other deal properties. Required: id.
get_single_zohocrm_field_by_id
Get a single field's metadata from a Zoho CRM module by id. Returns: id, api_name. Required: id, module.
create_a_zohocrm_field
Create Fields. To create custom fields in a module in your Zoho CRM account.
update_a_zohocrm_field_by_id
Update Field by ID. Update a Custom Field with related to specific module of Zoho CRM Account
list_all_zohocrm_deal_attachments
List attachments associated with a specific Deal in zohocrm. Returns: id, File_Name, Size, Owner, Created_By, Modified_By, Created_Time, Modified_Time, and Parent_Id for each attachment record. Required: deal_id.
list_all_zohocrm_roles
List all roles configured in your Zoho CRM organization. Returns: id.
list_all_zohocrm_notes
List notes in Zoho CRM. Returns: id, Note_Title, Note_Content, Parent_Id, and $attachments per note record. Max 200 records per page.
delete_a_zohocrm_note_by_id
Permanently delete a specific Zoho CRM note by id. Returns: code, message, status, and details containing the deleted note's id. Required: id.
update_a_zohocrm_note_by_id
Update a specific Zoho CRM note by id. At least one of Note_Title or Note_Content must be supplied in the data payload. Returns: code, status, message, and details with id, Modified_Time, Created_Time, Created_By, and Modified_By. Required: id, data.
zohocrm_notes_bulk_update
Update one or more notes in Zoho CRM associated with a parent record; at least Note_Title or Note_Content must be provided per note. Returns update result objects including code, message, status, and details (id, Modified_Time, Created_Time, Created_By, Modified_By). Required: parent_record_module, parent_record_id, data.
create_a_zohocrm_event
Create a new event in Zoho CRM. Returns the created event record including id, Event_Title, Start_DateTime, End_DateTime, Venue, Owner, Participants, Who_Id, What_Id, Description, Recurring_Activity, Remind_Participants, Check_In_City, Check_In_Status, Latitude, Longitude, Tag, and Created_Time.
get_single_zohocrm_call_by_id
Get a single call record by id from Zoho CRM. Returns: id, Subject, Call_Type, Call_Start_Time, Call_Duration, Owner, Who_Id, What_Id, Outgoing_Call_Status, Dialled_Number, Caller_ID, Created_Time, Modified_Time, Call_Purpose, Description, and other call details. Required: id.
delete_a_zohocrm_call_by_id
Delete a call record by id from Zoho CRM. Returns: code, details, message, and status indicating the outcome of the delete operation. Required: id.
list_all_zohocrm_leads
List all lead records in Zoho CRM. Returns lead records including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment/conversion metadata.
get_single_zohocrm_lead_by_id
Get a single Zoho CRM lead by id. Returns the full lead record including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment/conversion metadata. Required: id.
create_a_zohocrm_lead
Create a new lead record in Zoho CRM. Returns the created lead including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment metadata.
update_a_zohocrm_lead_by_id
Update an existing Zoho CRM lead by id. Returns the updated lead record including id, Full_Name, Email, Phone, Lead_Status, Company, Owner, Lead_Source, Industry, address fields, and enrichment metadata. Required: id.
zohocrm_leads_mass_convert
Retrieve the status of a previously scheduled mass lead convert job in Zoho CRM. Returns: Status, Total_Count, Converted_Count, Not_Converted_Count, Failed_Count. Required: job_id.
create_a_zohocrm_contact
Create a new contact in Zoho CRM. Returns the created contact record including id, First_Name, Last_Name, Email, Phone, Account_Name, Owner, Created_Time, Modified_Time, and other contact fields.
delete_a_zohocrm_contact_by_id
Delete a Zoho CRM contact by id. Returns an empty 204 response on success. Required: id.
zohocrm_contacts_batch_delete
Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
list_all_zohocrm_tasks
List task records from Zoho CRM. Returns: id, Subject, Status, Priority, Owner, Due_Date, Who_Id, What_Id, Created_Time, Modified_Time, and Description for each task.
get_single_zohocrm_task_by_id
Get a single Zoho CRM task by id. Returns: id, Subject, Status, Priority, Owner, Due_Date, Who_Id, What_Id, Created_Time, Modified_Time, and Description. Required: id.
create_a_zohocrm_task
Create a new task record in Zoho CRM. Returns: code, details, message, and status for the operation.
update_a_zohocrm_task_by_id
Update an existing Zoho CRM task by id. Returns: code, details, message, and status for the operation. Required: id.
list_all_zohocrm_accounts
List all Zoho CRM accounts. Returns a collection of account records including id, Account_Name, Owner, Phone, Industry, Annual_Revenue, Billing_Country, Shipping_Country, Created_Time, Modified_Time, and other address and account metadata fields.
create_a_zohocrm_account
Create a new account in Zoho CRM. Returns the operation result including code, status, message, and details containing the new record's id and timestamps. Required: Account_Name.
update_a_zohocrm_account_by_id
Update an existing Zoho CRM account by id. Returns the operation result including code, status, message, and details containing the record's id and Modified_Time. Required: id.
delete_a_zohocrm_account_by_id
Delete a Zoho CRM account by id. Returns the operation result including code, status, message, and details containing the deleted record's id. Required: id.
zohocrm_accounts_merge
Merge Records. Merges duplicate records in Zoho CRM modules with field mapping and validation. Supports synchronous and asynchronous merge operations.
zohocrm_accounts_batch_delete
Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
list_all_zohocrm_emails
List emails associated with a Zoho CRM contact record. Returns: id, message_id. Required: contact_id.
get_single_zohocrm_email_by_id
Get a single email by id for a Zoho CRM contact. Returns: id, message_id. Required: contact_id, id.
zohocrm_emails_link_record
Link Emails to Deals. Links the emails to the specified deals in CRM.
get_single_zohocrm_pipeline_by_id
Get a single pipeline in the Zoho CRM Deals module by id. Returns: id, stages. Required: id, layout_id.
list_all_zohocrm_search
Search records in a Zoho CRM module. Returns matching record objects, each containing id and additional module-specific fields that vary by module (e.g., Leads, Contacts, Deals). Required: module_name.
list_all_zohocrm_tasks_search
Search Tasks records in Zoho CRM using criteria expressions, keywords, email, or phone filters. Returns: id, Subject, Status, Due_Date, Priority, Owner, Created_Time, Modified_Time per matching task record. At least one of criteria, word, email, or phone should be supplied to filter results.
list_all_zohocrm_search_accounts
Search ZohoCRM account records using keyword, criteria, or contact detail filters. Returns matching account objects including id, Account_Name, Owner, Phone, Website, Industry, Account_Type, Annual_Revenue, Created_Time, and Modified_Time. At least one of criteria, email, phone, or word must be supplied.
list_all_zohocrm_search_deals
Search Deals in Zoho CRM using criteria expressions, keyword, email, or phone. Returns: id, Deal_Name, Stage, Amount, Closing_Date, Account_Name, Owner, Created_Time, and Modified_Time. At least one search parameter (criteria, word, email, or phone) must be supplied.
zohocrm_misc_add_tags
Associate tags with records in a zohocrm module. Returns the status of each tag association including code, message, and status. Required: module.
zohocrm_misc_bulk_delete
Bulk delete share access records for a specific record in a zohocrm module. Returns an empty 204 response on success. Required: module_api_name, record_id.
zohocrm_misc_clone
Clone an existing record in a zohocrm module, optionally overriding specific field values in the copy. Returns: code, details (with the new record's id), message, and status. Required: module, record_id.
zohocrm_misc_download_mail_merge
Download a merged document for a Zoho CRM record using a mail merge template. Returns: code, message, status. Required: module_api_name, record_id.
zohocrm_misc_mass_delete
Retrieve the status of a mass delete job in Zoho CRM by job ID. Returns: Status, Total_Count, Deleted_Count, Failed_Count. Required: module, job_id.
zohocrm_misc_mass_update
Retrieve the current status and progress metrics of a mass update job in Zoho CRM. Returns: Status, Updated_Count, Failed_Count, Not_Updated_Count, Total_Count. Required: module, job_id.
zohocrm_misc_remove_tags
Remove tags from records in a Zoho CRM module. Returns operation result data including code, status, message, and details per record. Required: module.
zohocrm_misc_remove_territories
Remove territories from a record in a Zoho CRM module. The removal is processed asynchronously (202 Accepted) and returns scheduled operation result data including code, status, message, and details. Required: module, record, data.
zohocrm_misc_share
Get share records for a Zoho CRM record, listing who it is shared with, by whom, and at what permission level. Returns: shared_with, shared_by, permission, shared_through, shared_time, type, share_related_records. Required: module_api_name, record_id.
zohocrm_misc_share_emails
Share Emails of a record. To share emails of specific record with other users in your organization
zohocrm_misc_watch
List all active notification channels in zohocrm. Returns: channel_id, notify_url, channel_expiry, events, resource_id, resource_name, resource_uri, notify_on_related_action, return_affected_field_values, fields, notification_condition, and token.
update_a_zohocrm_misc_by_id
Update notification channel subscriptions in zohocrm. Returns updated channel details including channel_id, notify_url, channel_expiry, events, notify_on_related_action, return_affected_field_values, resource_name, and token.
create_a_zohocrm_misc_add_tag
POST /{module}/{id}/actions/add_tags. This endpoint is used to add tags to record
create_a_zohocrm_misc_mass_delete
Mass delete with record ids and custom view id. Mass delete records with record ids or custom view id
create_a_zohocrm_misc_portal_invite
Invite portal users. Send invitations to portal users for a specific module.
create_a_zohocrm_misc_remove_territory
Remove Territories To Records. Auto-generated description for operation `Remove Territories To Records`.
create_a_zohocrm_misc_share
Create Share Records. Create Share Records. API exposed to customers
zohocrm_settings_modules_bulk_update
Update CRM modules. Updates existing modules in the CRM. Allows modification of module labels and profile assignments. This operation is idempotent; the same request can be safely repeated. Supports batch updates - multiple modules can be updated in a single request. Returns 200 when all modules update successfully, or 207 Multi-Status when some succeed and others fail.
list_all_zohocrm_apis
List available REST API endpoints accessible to the current user in Zoho CRM, grouped by module and feature. Returns each entry's path and operation_types, where every operation descriptor includes method, oauth_scope, max_credits, and min_credits.
list_all_zohocrm_appointments_s
List appointment records in zohocrm. Returns: id, attributes (appointment module-specific fields).
get_single_zohocrm_appointments_by_id
Get a single zohocrm appointment record by id. Returns: id, attributes (appointment module-specific fields). Required: id.
list_all_zohocrm_deleteds
List deleted records from a related list in Zoho CRM, supporting both recycle-bin and permanently deleted records. Returns: id, display_name, type, deleted_time, deleted_by, and created_by. Required: parent_record_module, parent_record, related_list.
get_single_zohocrm_misc_op_by_id
Get a single record from a Zoho CRM module by record ID. Returns the record object including id and module-specific attributes. Required: module, record_id.
zohocrm_misc_watch_bulk_update
Update full notification details. Replace all details of an existing notification channel, overwriting its previous configuration.
create_a_zohocrm_misc_watch
Create notification channels. Create one or more notification channels.
get_single_zohocrm_settings_field_by_id
Get metadata for a specific custom field in a Zoho CRM module by id. Returns: id, attributes. Required: id, module.
get_single_zohocrm_settings_layout_by_id
Get a specific layout by id in Zoho CRM. Returns layout configuration including id, name, status, sections, and profiles. Required: id, module.
delete_a_zohocrm_settings_layout_by_id
Delete a custom layout from a module in Zoho CRM. Specify transfer_to to transfer records when the layout has associated records. Returns: code, details, message, status. Required: id, module.
create_a_zohocrm_upsert
Insert or update records in a zohocrm module using the Upsert API, matching on duplicate_check_fields to determine whether to create or update each existing record. Returns: code, message, status, and details (including the record id and action taken). Required: module, data. Supports up to 100 records per request.
create_a_zohocrm_users_transfer_and_delete
Transfer User. Transfer user records, assignments, and criteria to another user
list_all_zohocrm_users_transfer_and_delete
List Zoho CRM user records associated with the transfer_and_delete action endpoint. Returns user status objects including id and attributes.
delete_a_zohocrm_users_user_by_id
Delete a user from your zohocrm organization by user ID. Returns an empty 204 response on success. Required: user.
get_single_zohocrm_users_user_by_id
Get a single zohocrm user by user ID. Returns: id. Required: user.
list_all_zohocrm_users_users
List users in your zohocrm organization. Returns: id.
zohocrm_users_users_bulk_update
Bulk update multiple Zoho CRM users in a single request by providing an array of user objects, each identified by their id. Returns: code, details, message, status for each update operation in the request. Required: users array where each entry must include id.
create_a_zohocrm_composite_request
Execute up to 5 Zoho CRM API sub-requests in a single HTTP call. Returns an array of per-sub-request results each containing code, message, status, and details (with the sub-response headers, body, and status_code). Required: __composite_requests (each item requires method and uri). rollback_on_fail and parallel_execution cannot both be true.
list_all_zohocrm_conversion_options
List available conversion options for a Zoho CRM lead before performing the actual conversion. Returns: Contacts (matching contact records), Accounts (matching account records), module_preference, preference_field_matched_value (field mappings), and modules_with_multiple_layouts. Required: lead_id.
get_single_zohocrm_attachment_by_id
Download a specific attachment file from zohocrm by id. Returns the raw binary file content (image, PDF, document, etc.) as an opaque binary stream; link attachments cannot be downloaded and return an error instead. Required: module_api_name, record_id, id.
delete_a_zohocrm_attachment_by_id
Delete a link attachment associated with a specific record in zohocrm. Returns: code, details (containing the deleted attachment id), message, and status confirming the deletion result. Required: module_api_name, record_id, id.
list_all_zohocrm_contact_roles
List contact roles associated with a specific deal in Zoho CRM. Returns: Owner (name, id, email), Department, Contact_Role (name, id). Required: module, deal_id. Max 100 records per page.
zohocrm_contact_roles_bulk_update
Add or update contact roles for a specific deal in Zoho CRM in bulk. Returns: Owner, Department, Contact_Role for each processed contact. Required: module, deal_id.
list_all_zohocrm_contacts_roles
List all contact roles in Zoho CRM. Returns: id, name, sequence_number. Up to 100 roles per response.
create_a_zohocrm_contacts_role
Create one or more contact roles in Zoho CRM. Returns: code, details (id of created role), message, and status for each role in the batch. Required: contact_roles. Max 100 roles per request.
zohocrm_contacts_roles_bulk_update
Update one or more existing contact roles in Zoho CRM. Returns: code, details (id of updated role), message, and status for each role in the batch. Required: contact_roles. Max 100 roles per request.
zohocrm_contacts_roles_bulk_delete
Delete one or more contact roles in Zoho CRM. Returns: code, details (id of deleted role), message, and status for each role in the batch. Required: contact_roles.
get_single_zohocrm_contacts_role_by_id
Get a single contact role by its ID in Zoho CRM. Returns: id, name, sequence_number. Required: role.
update_a_zohocrm_contacts_role_by_id
Update a contact role in Zoho CRM by its role ID. Returns: code, details (containing the updated role id), message, and status. Required: role and a contact_roles array in the request body where each item requires name and id.
create_a_zohocrm_coql
Execute a COQL (CRM Object Query Language) select query in Zoho CRM to fetch matching records from any module. Returns record objects whose top-level field keys correspond to the Zoho CRM field API names specified in the SELECT clause — the exact schema is query-specific and cannot be enumerated statically. Required: select_query. Max 200 records per response.
create_a_zohocrm_leads_mass_convert
Mass convert up to 50 Zoho CRM leads to Contacts, Accounts, and optionally Deals in a single API call. Returns: id, status. Required: Leads. Maximum 50 leads per request.
create_a_zohocrm_org_currency
Create one or more new currencies in the zohocrm organization. Returns: code, status, message, details (with the new currency's id). Required: currencies (array; each item requires exchange_rate and iso_code).
zohocrm_org_currencies_bulk_update
Update the base currency settings in Zoho CRM via the bulk update action on the currencies enable endpoint. Returns the updated base currency object including id, iso_code, symbol, exchange_rate, and is_active.
zohocrm_org_currencies_org_bulk_update
Bulk update org currency configurations in zohocrm by sending an array of currency update objects. Returns: id, iso_code, symbol, name, exchange_rate, is_active, is_home_currency. Required: currencies.
create_a_zohocrm_read
Create a bulk read job in Zoho CRM to asynchronously export records from a specified module. Returns: status, code, message, and details (including id, operation, state, created_by, and created_time of the queued job). Required: query (with module.api_name).
get_single_zohocrm_read_by_id
Get a Zoho CRM bulk read job by id to check its processing status. Returns the job object including id, operation, state, created_by, and created_time. Required: id.
list_all_zohocrm_settings_audit_log_exports
List all audit log export jobs in Zoho CRM. Returns: id, status, criteria, created_by, download_links, job_start_time, job_end_time, expiry_date.
create_a_zohocrm_settings_audit_log_export
Create a new audit log export job in Zoho CRM based on specified filter criteria. Returns: code, details (including the new job id), message, status. Required: audit_log_export.
get_single_zohocrm_settings_audit_log_export_by_id
Get a specific Zoho CRM audit log export job by its ID. Returns: id, status, criteria, created_by, download_links, job_start_time, job_end_time, expiry_date. Required: id.
list_all_zohocrm_settings_business_hours
Retrieve the zohocrm organization's business hours configuration including working days, hours, and timezone. Returns: id, type, timezone, week_starts_on, business_days, same_as_everyday, daily_timing, custom_timing.
zohocrm_settings_business_hours_bulk_update
Update the existing business hours configuration in zohocrm for the organization. Returns: id, type, timezone, week_starts_on, business_days, same_as_everyday, daily_timing, custom_timing. Required: business_hours (containing week_starts_on and type).
list_all_zohocrm_settings_call_preferences
Get the call preferences settings for the current user in Zoho CRM, which determine whether the from-number and to-number fields are displayed during CRM calls. Returns: show_from_number, show_to_number.
list_all_zohocrm_settings_custom_views
List all zohocrm custom views for a module. Returns: id, display_value, access_type, category, system_defined, default, module, created_by, modified_by.
zohocrm_settings_custom_views_change_sort
Change the sort order of one or more zohocrm custom views in a module. Returns: code, status, message, details. Required: custom_views.
list_all_zohocrm_settings_data_sharings
List the default data sharing settings configured for all modules in Zoho CRM. Returns: share_type, public_in_portals, module (with api_name and id), and rule_computation_running for each module.
zohocrm_settings_data_sharings_bulk_update
Update the default organization data sharing permissions for modules in Zoho CRM. Returns the updated settings including share_type, public_in_portals, module, and rule_computation_running. Required: data_sharing.
get_single_zohocrm_email_draft_by_id
Get a single email draft by draft id for a zohocrm record. Returns: id, from, subject, to, cc, bcc, created_time, modified_time, owner, content, rich_text, reply_to, schedule_details, attachments, and inventory_details. Required: module, record, draft.
create_a_zohocrm_email_draft
Create one or more email drafts for a zohocrm record. Returns: id, from, subject, to, cc, bcc, created_time, modified_time, owner, content, rich_text, schedule_details, attachments, and inventory_details for each created draft. Required: module, record.
update_a_zohocrm_email_draft_by_id
Update an existing email draft for a zohocrm record. Returns: id, from, subject, to, cc, bcc, modified_time, created_time, owner, content, rich_text, schedule_details, attachments, and inventory_details. Required: module, record, draft.
delete_a_zohocrm_email_draft_by_id
Delete an email draft from a zohocrm record by draft id. Returns an empty 204 response on success. Required: module, record, draft.
list_all_zohocrm_emails_sharing_details
List email sharing details for a specific zohocrm record. Returns the users with whom the record's emails can be shared and the available email filter types. Returns: shared_from_users, available_types. Required: module_api_name, id.
list_all_zohocrm_features
List available features and their limits for the current Zoho CRM edition. Returns: api_name, feature_label, module_supported, parent_feature, details (with available_count, limits, and used_count), and components.
delete_a_zohocrm_automation_field_update_by_id
Delete an automation field update action by id in Zoho CRM. Returns the deletion result including id and attributes on success. Required: id.
zohocrm_automation_field_updates_bulk_delete
Delete multiple zohocrm automation field update actions in bulk by their IDs. Returns: code, status, message, and details for each deletion result. Required: ids.
list_all_zohocrm_files
Retrieve binary file content from Zoho CRM's Zoho File System (ZFS) by its unique file ID. Returns the file as binary content (application/octet-stream) with Content-Type and Content-Disposition headers indicating the MIME type and filename. If the file ID does not match any stored file, a 204 No Content response is returned. Required: id.
create_a_zohocrm_file
Upload one or more files to Zoho CRM's Zoho File System (ZFS) using multipart/form-data. Returns an array of upload results per file, each containing status, code, message, and details (including the file's id and name) needed to associate the uploaded file with CRM records. Required: file. Up to 10 files per request; maximum 20 MB per file.
create_a_zohocrm_locking_information
Lock a zohocrm module record by creating locking information. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By, and Created_By). Required: module_name, record_id, data.
update_a_zohocrm_locking_information_by_id
Update the locking reason of a locked zohocrm record. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By, Created_By). Required: module_name, record_id, lock_id, data.
delete_a_zohocrm_locking_information_by_id
Delete locking information for a zohocrm record, effectively unlocking it. Returns an empty 204 response on success. Required: module_name, record_id, lock_id.
zohocrm_locking_information_s_bulk_update
Bulk update locking information for multiple locks on a zohocrm module record in a single request. Returns: status, code, message, details (including id, Created_Time, Modified_Time, Modified_By). Required: module_name, record_id, data.
list_all_zohocrm_settings_duplicate_check_preferences
Get the duplicate check preference configuration for a zohocrm module. Returns the preference configuration object including schema-specific configuration fields (attributes); see the GetDuplicateCheckPreference schema in the Zoho CRM v8 API docs for field-level details. Required: module.
create_a_zohocrm_settings_duplicate_check_preference
Create duplicate check preference settings for a zohocrm module. Returns: code, status, message, details. Required: module.
zohocrm_settings_duplicate_check_preferences_bulk_update
Update duplicate check preference settings for a zohocrm module. Returns: code, status, message, details.
zohocrm_settings_fiscal_years_bulk_update
Update the fiscal year settings for the Zoho CRM organization. Returns: start_month, end_month, is_default. Required: fiscal_year.
list_all_zohocrm_settings_global_picklists
List all zohocrm global picklists available in the organization. Returns: id, display_label, api_name, source, created_time, modified_time, actual_label, customizable, presence, and pick_list_values_sorted_lexically. Use the include parameter to additionally fetch pick_list_values, used_in_modules, and associated_fields_count.
get_single_zohocrm_settings_global_picklist_by_id
Get a single zohocrm global picklist by id, with pick_list_values included by default. Returns: id, display_label, api_name, source, actual_label, description, created_time, modified_time, customizable, presence, pick_list_values_sorted_lexically, created_by, modified_by, and pick_list_values. Required: id.
create_a_zohocrm_settings_global_picklist
Create a new zohocrm global picklist with a display label and picklist values. Returns: code, status, message, and details containing the new id. Required: global_picklists array, each item requiring display_label and pick_list_values.
delete_a_zohocrm_settings_global_picklist_by_id
Delete a zohocrm global picklist by id. Returns an empty 204 response on success. Required: id.
zohocrm_settings_global_picklists_replace_picklist_values
Schedule or execute replacement of picklist values for a zohocrm global picklist. Completes immediately (200) when the picklist has no field associations; otherwise schedules asynchronously (202). Returns: code, message, status, details (containing job_id when scheduled). Required: id, replace_picklist_values.
zohocrm_settings_global_picklists_associations
Retrieve field, module, and layout associations for a zohocrm global picklist. Returns: field (api_name, id, field_label), module (api_name, id, plural_label, module_name), layouts (name, id, status). Returns 204 if no picklist fields are associated. Required: id.
list_all_zohocrm_settings_holidays
List holidays in zohocrm, optionally filtered by year, type, or shift ID. Returns: id, name, date, type, shift_hour, year for each matching holiday.
create_a_zohocrm_settings_holiday
Create one or more holidays in zohocrm with specified names, dates, types, and shift associations. Returns: code, status, message, and details (containing the new holiday id) for each created entry. Required: holidays.
update_a_zohocrm_settings_holiday_by_id
Update the name and/or date of a specific zohocrm holiday. Returns: code, status, message, and details containing the holiday id. Required: id, holidays.
list_all_zohocrm_settings_inventory_templates
List inventory templates in zohocrm with support for sorting and filtering. Returns: id, name, modified_time, category. Optionally filter by category (normal or draft), sort by any field using sort_by and sort_order, or apply JSON-stringified filter expressions via filters.
get_single_zohocrm_layout_map_dependency_by_id
Get a single field dependency by dependency_id for a specific layout in Zoho CRM. Returns: id, parent, child, sub_module, internal, active, source, category. Required: layout_id, dependency_id.
create_a_zohocrm_layout_map_dependency
Create a new field dependency mapping between parent and child picklist fields on a layout in Zoho CRM. Returns: code, status, message, details for the operation result. Required: layout_id, map_dependency (with parent, child, and pick_list_values per item). Only one dependency can be created per request.
update_a_zohocrm_layout_map_dependency_by_id
Update picklist value mappings for an existing field dependency on a layout in Zoho CRM. Use "_delete": null on a mapping entry to remove it. Returns: code, status, message, details. Required: layout_id, dependency_id, map_dependency (with parent, child, and pick_list_values per item).
list_all_zohocrm_notes_notes
List notes in zohocrm associated with a parent module record. Returns: id. Required: parent_record_module, parent_record_id.
update_a_zohocrm_notes_note_by_id
Update a Note. Updates an existing note associated with a specific parent record. Either note content or note title must be provided (at least one is mandatory).
zohocrm_notes_notes_bulk_update
Update multiple zohocrm notes in a single request. Provide an array of note objects under the `data` key, each requiring an `id` plus the fields to change. Returns per-record operation status including code, status, message, and details. Required: data.
zohocrm_notes_notes_bulk_delete
Delete multiple zohocrm notes in a single request by specifying their IDs. Returns per-record operation status including code, status, message, and details. Required: ids.
create_a_zohocrm_org_photo
Upload a photo for the zohocrm organization. Returns: status, code, message, and details confirming the result of the upload operation. Required: file.
zohocrm_org_photos_bulk_delete
Delete the zohocrm organization photo (logo). Returns an empty 204 response on success.
list_all_zohocrm_portal_user_types
List all portal user types for a Zoho CRM portal. Returns: id, name, active, default, personality_module, modules, active_user_count, deactive_user_count, invitation_field, created_by, created_time, modified_by, modified_time. Required: portal.
create_a_zohocrm_portal_user_type
Create portal user type. Create one or more portal user types for the specified portal. Request body must include a user_type array with one or more user type objects.
update_a_zohocrm_portal_user_type_by_id
Update portal user type. Update the specified portal user type. Request body must include user_type array with items containing the fields to update.
delete_a_zohocrm_portal_user_type_by_id
Delete a portal user type by id from a Zoho CRM portal. Returns an empty 204 response on success. Required: portal, user_type_id.
zohocrm_portal_user_types_bulk_update
Create portal user type. Create one or more portal user types for the specified portal. Request body must include a user_type array with one or more user type objects.
zohocrm_portal_user_types_bulk_delete
Bulk delete portal user types in Zoho CRM from the specified portal. Returns: id, name, modules. Required: portal.
list_all_zohocrm_settings_pipelines
List Zoho CRM pipelines configured for a given layout. Returns a collection of pipeline objects; each record includes id. Optional: layout_id.
get_single_zohocrm_settings_pipeline_by_id
Get a specific Zoho CRM pipeline by id. Returns the pipeline object including id. Required: id.
create_a_zohocrm_settings_pipeline
Create a new Zoho CRM pipeline for a given layout. Returns: code, details, message, status. Optional: layout_id.
zohocrm_settings_pipelines_partial_update
Partially update a Zoho CRM pipeline by id. Returns: code, details, message, status. Required: id.
zohocrm_settings_pipelines_bulk_update
Update or delete pipeline settings in zohocrm in bulk for a specified layout. Returns operation results per pipeline including code, details, message, and status. Required: layout_id, pipeline.
zohocrm_settings_pipelines_transfer
Transfer records from one or more pipelines to a target pipeline and delete the source pipelines in zohocrm. Returns transfer operation results per pipeline including code, details, message, and status. Required: layout_id, pipeline.
zohocrm_settings_pipelines_pipeline_partial_update
Update a pipeline in the Zoho CRM Deals module. Returns the updated pipeline including its id, name, default flag, stages, and layout. Required: pipeline body array containing the id of the pipeline to update.
get_single_zohocrm_settings_portal_by_id
Get a specific zohocrm portal by its identifier. Returns: name, saml_configuration. Required: portal.
update_a_zohocrm_settings_portal_by_id
Update settings for a specific zohocrm portal, including its name and SAML configuration. Returns: code, message, details, status. Required: portal, portals.
delete_a_zohocrm_settings_portal_by_id
Delete a specific zohocrm portal by its identifier. Returns: code, message, details, status. Required: portal.
list_all_zohocrm_settings_portals
List all zohocrm portals configured in the organization. Returns: name, saml_configuration.
zohocrm_settings_portals_bulk_update
Update multiple Zoho CRM portals in a single request. Returns updated portal records including name, id, and url. Required: portals.
zohocrm_settings_portals_bulk_delete
Delete multiple Zoho CRM portals in a single request. Returns the deleted portal records including name, id, and url. Required: portals.
zohocrm_settings_tags_bulk_update
Bulk update multiple tags in Zoho CRM in a single request, with tag ids supplied in the request body. Returns the updated tag records including id, name, and color_code. Required: tags.
create_a_zohocrm_settings_tag
Create one or more tags in Zoho CRM. Returns the created tag records including id, name, and color_code. Required: tags.
zohocrm_settings_tags_merge
Merge two Zoho CRM settings tags, combining records from the source tag into a target tag. Returns: id. Required: id.
zohocrm_settings_tags_records_count
Get the number of records associated with a Zoho CRM settings tag by id. Returns: count. Required: id.
create_a_zohocrm_settings_tags_setting
Create one or more tags for a specific module in Zoho CRM. Returns: code, details (including id, name, and module), message, and status for each created tag. Required: module (query), tags array with name (body).
list_all_zohocrm_user_type_users
List Zoho CRM portal users filtered by portal and user type. Returns: personality_id, name, email, active, confirm, status_reason__s, created_time, module, Source__s. Required: portal, user_type.
create_a_zohocrm_user_type_user
Change status of portal users in bulk. Changing portal users status in bulk.
zohocrm_user_type_users_change_status
Change the status of a specific Zoho CRM portal user identified by record_id within a given portal and user type. Returns: personality_id, name, email, active, confirm, status_reason__s, created_time, module, Source__s. Required: portal, user_type, record_id.
list_all_zohocrm_automation_scoring_rules
List all scoring rules configured in Zoho CRM, optionally filtered by module, layout_id, or name. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields.
get_single_zohocrm_automation_scoring_rule_by_id
Get a single Zoho CRM scoring rule by id. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields. Required: id.
update_a_zohocrm_automation_scoring_rule_by_id
Update an existing Zoho CRM scoring rule by id. Supports modifying name, description, field_rules, touch_point_rules, and custom_fields. Returns: id, name, description, module, layout, field_rules, touch_point_rules, custom_fields. Required: id, scoring_rules.
delete_a_zohocrm_automation_scoring_rule_by_id
Delete a single Zoho CRM scoring rule by id. Returns: id, name, description, module, and layout on successful deletion. Required: id.
zohocrm_automation_scoring_rules_bulk_update
Update multiple scoring rules in zohocrm in a single bulk request. Returns the updated rule objects including id, status, and layout. Required: scoring_rules.
zohocrm_automation_scoring_rules_clone
Clone a scoring rule in zohocrm by rule_id. Returns the newly cloned rule object including id, status, and layout. Required: rule_id.
zohocrm_automation_scoring_rules_automation_bulk_delete
Delete one or more scoring rules in Zoho CRM. Returns per-rule deletion status including code, status, message, and details for each rule processed.
create_a_zohocrm_photo
Upload a photo for a zohocrm record using multipart form data. Returns: code, message, status, details indicating the outcome of the upload. Required: module, record, file.
zohocrm_photos_bulk_delete
Delete the photo from a zohocrm record. Returns an empty 204 response on success. Required: module, record.
zohocrm_records_count
Get the total number of records in a Zoho CRM module, with optional filtering by a Custom View or search parameters. Returns: count. Required: module_api_name. Supply either cvid or one of criteria, email, phone, or word — combining cvid with any search parameter results in an AMBIGUITY_DURING_PROCESSING error.
update_a_zohocrm_services_by_id
Update an existing services record by id in Zoho CRM. Returns: code, details, message, status. Required: id, data.
delete_a_zohocrm_services_by_id
Delete a services record by id from Zoho CRM. Returns: code, details, message, status. Required: id.
zohocrm_services_s_bulk_update
Update multiple Zoho CRM Services records in a single request. Returns an array of per-record operation results, each containing code, details, message, and status. Required: data (array of service objects each including id and the fields to update).
zohocrm_services_s_bulk_delete
Delete multiple Zoho CRM Services records by their IDs in a single request. Returns an array of per-record operation results, each containing code, details, message, and status. Required: ids.
get_single_zohocrm_settings_profile_by_id
Get a single zohocrm CRM profile by id. Returns: id, name, api_name, display_label, type, custom, created_time, modified_time, description, permissions_details, sections. Required: id.
update_a_zohocrm_settings_profile_by_id
Update a zohocrm CRM profile by id, modifying its name, description, and individual permission toggles. Returns: id, status, code, message, details. Required: id, profiles.
delete_a_zohocrm_settings_profile_by_id
Delete a zohocrm CRM profile by id, transferring its users to another profile. Returns: status, code, message, details. Required: id, transfer_to_id.
zohocrm_settings_profiles_clone
Clone a zohocrm CRM profile by id to create a new profile. Returns: id, name, api_name, display_label, type, custom, created_time, modified_time, description, permissions_details, sections. Required: id, profiles.
create_a_zohocrm_settings_record_locking_configuration
Create a record locking configuration in Zoho CRM for a module. Returns: id, lock_type, locked_for, restricted_actions, locking_rules, excluded_fields, lock_excluded_profiles, lock_for_portal_users, system_defined, feature_type, created_time, and created_by. Required: module.
delete_a_zohocrm_settings_record_locking_configuration_by_id
Delete a record locking configuration by id in Zoho CRM. Returns an empty 204 response on success. Required: id.
get_single_zohocrm_settings_recycle_bin_by_id
Get a single zohocrm recycle bin record by id. Returns: id, display_name, deleted_time, owner, module (with api_name and id), and deleted_by. Required: id.
zohocrm_settings_recycle_bins_bulk_delete
Permanently delete multiple zohocrm recycle bin records in a single request. Returns per-record results including status, code, message, and details.
zohocrm_settings_recycle_bins_empty
Empty the recycle bin. Permanently deletes all records from the Recycle Bin. This action is irreversible, as deleted records cannot be restored after this operation. When the number of records in the Recycle Bin exceeds 1000 (including child records), the deletion will be scheduled as a background job (202 status). If the count is 1000 or fewer, the records are deleted immediately (200 status). Only users with the Admin profile can empty the Recycle Bin.
get_single_zohocrm_settings_role_by_id
Get a single Zoho CRM role by id. Returns: id, name, api_name, display_label, share_with_peers, reporting_to, forecast_manager, description, created_by__s, modified_by__s, created_time__s, modified_time__s. Required: role.
create_a_zohocrm_settings_role
Create one or more new CRM roles in the Zoho CRM organization (up to 100 per request). Returns: code, details (containing the new role id), message, status for each created role. Required: roles.
update_a_zohocrm_settings_role_by_id
Update a single Zoho CRM role by id. Returns: code, details (containing the updated role id), message, status confirming the update. Required: role.
list_all_zohocrm_settings_service_preferences
Retrieve service preference settings for the zohocrm organization. Returns: job_sheet_enabled (boolean indicating whether job sheet generation is enabled upon appointment completion).
zohocrm_settings_service_preferences_bulk_update
Update service preference settings for the zohocrm organization. Returns: job_sheet_enabled. Required: service_preferences.
get_single_zohocrm_business_hours_shift_hour_by_id
Get a single Zoho CRM shift hour configuration by its identifier. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users. Required: shift.
create_a_zohocrm_business_hours_shift_hour
Create one or more new shift hour configurations in Zoho CRM with timing, timezone, break hours, and shift day settings. Returns: id, name, timezone, shift_days, same_as_everyday, users_count, break_hours, holidays, users. Required: shift_hours.
delete_a_zohocrm_business_hours_shift_hour_by_id
Delete a Zoho CRM shift hour configuration by its identifier. Returns an empty 204 response on success. Required: shift.
zohocrm_business_hours_shift_hours_bulk_update
Update multiple shift hours records in bulk in Zoho CRM. Returns: code, status, message, and details for each operation result. Required: shift_hours.
get_single_zohocrm_settings_territory_by_id
Get a single Zoho CRM territory by id. Returns the territory object including id, name, description, permission_type, manager, and reporting_to. Required: id.
delete_a_zohocrm_settings_territory_by_id
Delete a Zoho CRM territory by id. Returns operation results including code, status, message, and details. Required: id.
zohocrm_settings_territories_bulk_update
Bulk update up to 100 territories in zohocrm in a single request. Returns: code, details, message, status per territory operation result. Required: territories (array; each item must include id).
zohocrm_settings_territories_associated_users_count
Get the number of users associated with each territory in zohocrm. Returns: count and territory (containing id and name) for each entry.
list_all_zohocrm_settings_unsubscribe_links
List all unsubscribe links configured in zohocrm. Returns: id, name, submission_action_type.
create_a_zohocrm_settings_unsubscribe_link
Create a new unsubscribe link in zohocrm. Returns: id, name, submission_action_type. Required: submission_action_type.
update_a_zohocrm_settings_unsubscribe_link_by_id
Update an existing zohocrm unsubscribe link by id. Returns: id, name, submission_action_type. Required: id.
delete_a_zohocrm_settings_unsubscribe_link_by_id
Delete a zohocrm unsubscribe link by id. Returns: code, status, message, details. Required: id.
zohocrm_settings_unsubscribe_links_bulk_update
Bulk update multiple unsubscribe links in Zoho CRM via a single PUT request. Returns modification results for each record including code, status, message, and details. Required: unsubscribe_links in the request body.
list_all_zohocrm_settings_user_groups
List all user groups available in the Zoho CRM organization. Returns: id, name, description, created_by, modified_by, created_time, modified_time, and sources_count per group.
get_single_zohocrm_settings_user_group_by_id
Get a single Zoho CRM user group by ID. Returns: id, name, description, created_by, modified_by, created_time, modified_time, and sources_count. Required: group.
update_a_zohocrm_settings_user_group_by_id
Update Group. Update an existing user group in your organization.
zohocrm_settings_user_groups_associated_users_count
Get the count of users associated with each user group in Zoho CRM, with optional filtering. Returns: user_group (with id and name) and count of associated users per group.
zohocrm_settings_user_groups_bulk_update
Bulk update multiple Zoho CRM user groups in a single request. Returns: code, status, message, and details for each updated group. Required: user_groups.
zohocrm_settings_user_groups_bulk_delete
Bulk delete multiple Zoho CRM user groups in a single request. Returns: code, status, message, and details for each deleted group. Required: user_groups.
list_all_zohocrm_settings_variable_groups
List all variable groups created in the Zoho CRM org. Returns variable group records including id, name, api_name, description, and variables.
zohocrm_settings_variable_groups_bulk_update
Bulk update multiple variable groups in Zoho CRM settings in a single request. Returns operation results for each updated group including code, details, message, and status. Required: variable_groups.
list_all_zohocrm_territorie_child_territories
List child territories under a parent territory in zohocrm. Returns: id, name, api_name, permission_type, manager, reporting_to, created_time, modified_time, created_by, modified_by, description, account_rule_criteria, deal_rule_criteria, and lead_rule_criteria. Required: id.
get_single_zohocrm_territorie_user_by_id
Get a single user associated with a Zoho CRM territory by user ID. Returns: id. Required: territory, user.
delete_a_zohocrm_territorie_user_by_id
Remove a user from a Zoho CRM territory. Returns the operation result including code, status, message, and details with the user id. Required: territory, user.
zohocrm_territorie_users_bulk_update
Add up to 100 users to a Zoho CRM territory in a single request. Returns the operation result per user including code, status, message, and details with id. Required: territory, users.
update_a_zohocrm_user_territory_by_id
Associate a territory to a user in Zoho CRM. Returns: code, status, message for the operation result. Required: user, territory, territories.
delete_a_zohocrm_user_territory_by_id
Remove a specific territory from a user in Zoho CRM. Returns: code, status, message indicating the removal result. Required: user, territory.
zohocrm_user_territories_bulk_delete
Remove multiple territories from a user in Zoho CRM. Returns: code, status, message, details for each territory removal operation. Required: user.
get_single_zohocrm_zia_org_enrichment_by_id
Get a single Zoho CRM Zia organization enrichment record by id. Returns: id, status, enrich_based_on (name, email, website), enriched_data. Required: id.
create_a_zohocrm_zia_org_enrichment
Trigger a Zia organization enrichment job in zohocrm for a specific CRM record. Returns: code, details (with id of the scheduled job), message, status. Required: module, __zia_org_enrichment. Max 50 enrichment inputs per request.
list_all_zohocrm_automation_tasks
List automation tasks configured in the Zoho CRM organization. Returns task records including id, module, and feature_type. Optionally filter by feature_type or module.
list_all_zohocrm_automation_webhook_failures
List webhook execution failures in zohocrm to retrieve detailed information about failed webhook executions in your organization. Returns: id, webhook_id, module, created_time. Supports optional filtering by webhook_id, module, and date range via from and to parameters.
list_all_zohocrm_automation_webhooks
List all webhooks configured in your Zoho CRM account. Returns: id, name, url, method. Optional filters include module, sort_by, sort_order, feature_type, related_module, and filters.
get_single_zohocrm_automation_webhook_by_id
Get a single webhook by id from your Zoho CRM account. Returns: id, name, url, method. Required: id.
zohocrm_automation_webhooks_bulk_update
Update multiple existing webhooks in your Zoho CRM account in a single request. Returns: id, name, url, method. Each webhook in the request body must include its id.
list_all_zohocrm_automation_workflow_rules
List all workflow rules in Zoho CRM. Returns: id, module, status, execute_on.
zohocrm_automation_workflow_rules_bulk_delete
Delete multiple zohocrm workflow rules at once. Returns: code, status, message per processed rule. Required: ids.
zohocrm_automation_workflow_rules_usage
Retrieve the usage report of a specific Zoho CRM workflow rule, showing how many times it was triggered and the success or failure metrics for each associated action within an optional date range. Returns: triggered_count, actions. Required: workflow_rule_id.
get_single_zohocrm_settings_variable_by_id
Get a single Zoho CRM settings variable by id. Returns: id, name, type, value, description, variable_group, api_name. Required: id.
update_a_zohocrm_settings_variable_by_id
Update a single Zoho CRM settings variable by id. Returns: code, status, message, details for the updated variable. Required: id, variables.
list_all_zohocrm_settings_modules_settings
List all module settings metadata in zohocrm, returning metadata for every configured CRM module in the organization. Returns: id.
zohocrm_settings_modules_settings_bulk_update
Bulk update module settings metadata in zohocrm for one or more CRM modules. Returns the updated module records including id. Required: modules.
zohocrm_contacts_roles_contacts_bulk_update
Associate Contact Role To Deal. Assign or update a contact role for a specific contact on a deal.
list_all_zohocrm_territorie_users_territories
List users associated with a specific territory in Zoho CRM. Returns user records including id and name for the given territory. Required: territory, user.
zohocrm_territorie_users_territories_bulk_delete
Disassociate users from a Zoho CRM territory. Returns the affected user records including id and name. Required: territory, user.
zohocrm_user_territories_users_bulk_delete
Remove specific territories from a user in Zoho CRM. Returns an empty 204 response on success. Required: user, territory.
list_all_zohocrm_settings_user_groups_settings
List user groups in zohocrm and retrieve the details of all groups configured for your organization. User groups are sets of users, roles, territories, and subordinates used to manage shared records. Returns: id, name.
list_all_zohocrm_settings_portals_settings
List portals configured in Zoho CRM settings. Returns: id, name, url.
list_all_zohocrm_business_hours_shift_hours_business_hours
Get details of shift hours configured for your organization in Zoho CRM. Shift hours let you assign shifts based on employees' work hours or time zone and manage activities based on user availability. Returns: id.
list_all_zohocrm_features_features
List zohocrm features and their usage limits for the current org. Returns: feature_name, limits. Limit values vary depending on the org's edition.
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