Zoho CRM

Operations 12

• Convert Lead
  Convert a lead into a contact, an account and optionally a deal, and return the ids of the records Zoho created.
  zoho_crm.convert_lead
• Add Note
  Attach a note to one record in any Zoho CRM module, so an automated action leaves a trail a salesperson can read.
  zoho_crm.create_note
• Create Records
  Insert one or more records into a Zoho CRM module and return Zoho's per-record status, so a batch in which only some records were written reports both halves.
  zoho_crm.create_records
• Delete Records
  Delete up to 100 records from a Zoho CRM module by id and return Zoho's per-record status for the batch.
  zoho_crm.delete_records
• Get Record
  Fetch one record from a Zoho CRM module by its id, and fail the step when Zoho holds no such record.
  zoho_crm.get_record
• List Module Fields
  List the field metadata for one Zoho CRM module, which gives you the field API names the record nodes expect.
  zoho_crm.list_fields
• List Modules
  List every module in the Zoho CRM organisation with its API name and capabilities, which is how you discover custom module names.
  zoho_crm.list_modules
• List Records
  Read one page of records from a Zoho CRM module, with the field list, sort and custom view Zoho's Get Records endpoint accepts.
  zoho_crm.list_records
• Search Records
  Search one Zoho CRM module by criteria expression, email address, phone number or free-text word, and return the matching page of records.
  zoho_crm.search_records
• Update Records
  Update existing records in a Zoho CRM module, either one record named by record_id or a batch that carries an id inside each record object.
  zoho_crm.update_records
• Upload Attachment
  Attach a file to one Zoho CRM record, either by uploading its bytes or by handing Zoho a link to fetch.
  zoho_crm.upload_attachment
• Upsert Records
  Insert records into a Zoho CRM module, or update the ones that already exist, matching on the duplicate check fields. Each result says whether it was an insert or an update and on which field it matched.
  zoho_crm.upsert_records