Get Record
zoho_crm.get_record
ActionCRM & salesconnection required
Calls the Zoho CRM API with the connection's credentials.
Fetch one record from a Zoho CRM module by its id, and fail the step when Zoho holds no such record.
Connection
- Required
- Yes — the node will not save without one
- Auth type
- OAuth 2.0
- Providers
- Zoho CRM
- Secret shape
- {"client_id": "…", "client_secret": "…", "refresh_token": "…"}
- Config it needs
- data_center, api_domain, accounts_url, api_version
- Resolved by
- config.connection_id, else node.connection_id
Configuration
3 fields, 2 required. A dotted path is a nested object and name[] an array of objects — the editor renders the same tree.
| Field | Type | Required | Default | Constraints | Example |
|---|---|---|---|---|---|
module API name of the module to act on, such as Leads, Contacts, Accounts, Deals, Tasks, Products, Vendors or Invoices. A custom module's API name works too. | string | Yes | — | — | Leads |
record_id The id of the record to act on, as returned by a create, search or list node. | string | Yes | — | — | — |
fields Comma-separated field API names to return. Leave unset for every field the record has. | string | No | — | — | — |
Example configuration
Every value below is the contract’s own example or default — nothing invented.
{
"module": "Leads"
}Output
One shape.
result
| Field | Type | Example |
|---|---|---|
module The module API name the record came from. | string | — |
id The id of the record that was fetched. | string | — |
record The record, exactly as Zoho returned it. | object | — |
{
"id": "",
"module": "",
"record": {}
}See Get Record run in a workflow.
In a technical demo we add the Zoho CRM connection, drop the node on the canvas and let Workflow Health pre-flight it before the first real run.