Action

Description

Required scopes

List Leads

Retrieve a paginated list of all lead records from Zoho CRM with comprehensive filtering and sorting capabilities. Retur...

Get Lead

Retrieve complete details of a specific lead record by its unique ID. Returns all lead information including contact det...

Create Lead

Create new lead records in Zoho CRM for capturing potential sales opportunities from various sources. Supports comprehen...

Update Lead

Update an existing lead record in Zoho CRM by modifying lead details such as contact information, company, status, sourc...

Delete Lead

Permanently delete lead records from Zoho CRM by providing one or more lead IDs. Removes all lead information including...

Search Leads

Search for lead records using flexible criteria including email, phone, custom field values, or keyword matching across...

Convert Lead

Convert a qualified lead into a Contact, Account, and optionally a Deal record in a single operation. Automatically tran...

List Contacts

Retrieve a paginated list of all contact records from Zoho CRM with comprehensive filtering capabilities. Returns detail...

Get Contact

Retrieve complete details of a specific contact record by its unique ID. Returns all contact information including names...

Create Contact

Create new contact records in Zoho CRM for capturing customer and prospect contact information. Supports comprehensive c...

Update Contact

Update an existing contact record in Zoho CRM by modifying contact details such as names, email, phone, mobile, account...

Delete Contact

Permanently delete contact records from Zoho CRM by providing one or more contact IDs. Removes all contact information i...

Search Contacts

Search for contact records using flexible criteria including email, phone, or custom field values with support for compl...

List Account

Retrieve a paginated list of all account (company) records from Zoho CRM with comprehensive filtering capabilities. Retu...

Get Account

Retrieve complete details of a specific account (company) record by its unique ID. Returns all account information inclu...

Create Account

Create new account (company) records in Zoho CRM for capturing customer and prospect company information. Supports compr...

Update Account

Update an existing account (company) record in Zoho CRM by modifying account details such as company name, phone, websit...

Delete Account

Permanently delete account (company) records from Zoho CRM by providing one or more account IDs. Removes all account inf...

List Deal

Retrieve a paginated list of all deal records from Zoho CRM with comprehensive filtering capabilities. Returns detailed...

Get Deal

Retrieve complete details of a specific deal record by its unique ID. Returns all deal information including deal name,...

Create Deal

Create new deal records in Zoho CRM for capturing sales opportunities throughout the pipeline. Supports comprehensive de...

Update Deal

Update an existing deal record in Zoho CRM by modifying deal details such as stage, amount, closing date, account and co...

Delete Deal

Permanently delete deal records from Zoho CRM by providing one or more deal IDs. Removes all deal information including...

List Product

Retrieve a paginated list of all product records from Zoho CRM. Returns comprehensive product catalog information includ...

Get Product

Retrieve complete details of a specific product record by its unique ID. Returns all product information including name,...

Create Product

Create new product records in Zoho CRM for adding items to your product catalog. Supports comprehensive product data inc...

Update Product

Update an existing product record in Zoho CRM by modifying product details such as name, code/SKU, category, pricing, st...

Delete Product

Permanently delete product records from Zoho CRM by providing one or more product IDs. Removes all product information i...

List Task

Retrieve paginated list of tasks from Zoho CRM with customizable field selection, filtering by due dates, status, priori...

Get Task

Retrieve complete details of a specific task by its unique ID, including subject, description, due date, status, priorit...

Create Task

Create one or more tasks with detailed configuration including subject, due date, status, priority, assignee (Who\_Id for...

Update Task

Update existing task details including subject, due date, status, priority, assignee, related records, description, and...

Delete Task

Delete a task by moving it to the Recycle Bin where it can be restored within 60 days before permanent deletion. Removes...

List Event

Retrieve paginated list of events/meetings from Zoho CRM with customizable field selection, including event title, start...

Get Event

Retrieve complete details of a specific event/meeting by its unique ID, including event title, start/end datetime (ISO86...

Create Event

Create one or more events/meetings with comprehensive configuration including event title, start/end datetime (ISO8601),...

Update Event

Update existing event/meeting details including title, start/end datetime, participants, venue, description, reminders,...

Delete Event

Delete an event/meeting by moving it to the Recycle Bin where it can be restored within 60 days before permanent deletio...

List Call

Retrieve a paginated list of all call records from Zoho CRM. Returns comprehensive call details including subject, type...

Get Call

Retrieve complete details of a specific call record by its unique ID. Returns all call information including subject, ca...

Create Call

Create new call records in Zoho CRM for logging completed calls or scheduling future calls. Supports both inbound and ou...

Update Call

Update an existing call record in Zoho CRM by modifying call details such as subject, call type, start time, duration, p...

Delete Call

Permanently delete call records from Zoho CRM by providing one or more call IDs. Removes all call information including...

List Campaign

Retrieve paginated list of marketing campaigns from Zoho CRM with customizable field selection, including campaign name,...

Get Campaign

Retrieve complete details of a specific marketing campaign by its unique ID, including campaign name, type, status, star...

Create Campaign

Create one or more marketing campaigns with comprehensive configuration including campaign name, type, status, start/end...

Update Campaign

Update existing campaign details including name, status, dates, expected revenue, actual cost, budget adjustments, and c...

Delete Campaign

Delete a marketing campaign by moving it to the Recycle Bin where it can be restored within 60 days before permanent del...

List Case

Retrieve paginated list of support cases/tickets from Zoho CRM with customizable field selection, including subject, sta...

Get Case

Retrieve complete details of a specific support case/ticket by its unique ID, including subject, description, status, pr...

Create Case

Create one or more support cases/tickets with detailed configuration including subject, status, case origin, priority, t...

Update Case

Update existing case/ticket details including status, priority, assignment, resolution notes, escalation level, and cust...

Delete Case

Delete a support case/ticket by moving it to the Recycle Bin where it can be restored within 60 days before permanent de...

List Vendor

Retrieve a paginated list of vendor records from Zoho CRM. Returns comprehensive supplier information including vendor n...

Get Vendor

Retrieve complete details of a specific vendor record by its unique ID. Returns all supplier information including vendo...

Create Vendor

Create new vendor records in Zoho CRM for managing supplier relationships. Supports comprehensive vendor data including...

Update Vendor

Update an existing vendor record in Zoho CRM by modifying supplier details such as contact information, email, phone, we...

Delete Vendor

Permanently delete vendor records from Zoho CRM by providing one or more vendor IDs. Removes all supplier information in...

List Quote

Retrieve a paginated list of all quote records from Zoho CRM. Returns comprehensive quote information including subject,...

Get Quote

Retrieve complete details of a specific quote record by its unique ID. Returns all quote information including subject,...

Create Quote

Create new quote records in Zoho CRM for proposing products and services to customers. Supports comprehensive quote data...

Update Quote

Update an existing quote record in Zoho CRM by modifying quote details such as subject, stage, status, product line item...

Delete Quote

Permanently delete quote records from Zoho CRM by providing one or more quote IDs. Removes all quote information includi...

List Sales Order

Retrieve a paginated list of all sales order records from Zoho CRM. Returns comprehensive order information including su...

Get Sales Order

Retrieve complete details of a specific sales order record by its unique ID. Returns all order information including sub...

Create Sales Order

Create new sales order records in Zoho CRM for confirming customer purchases and initiating fulfillment processes. Suppo...

Update Sales Order

Update an existing sales order record in Zoho CRM by modifying order details such as subject, status, product line items...

Delete Sales Order

Permanently delete sales order records from Zoho CRM by providing one or more order IDs. Removes all order information i...

List Purchase Order

Retrieve a paginated list of all purchase order records from Zoho CRM. Returns comprehensive procurement information inc...

Get Purchase Order

Retrieve complete details of a specific purchase order record by its unique ID. Returns all PO information including sub...

Create Purchase Order

Create new purchase order records in Zoho CRM for formalizing procurement from vendors. Supports comprehensive PO data i...

Update Purchase Order

Update an existing purchase order record in Zoho CRM by modifying PO details such as subject, status, vendor information...

Delete Purchase Order

Permanently delete purchase order records from Zoho CRM by providing one or more PO IDs. Removes all purchase order info...

List Invoice

Retrieve a paginated list of invoice records from Zoho CRM. Returns comprehensive billing information including invoice...

Get Invoice

Retrieve complete details of a specific invoice record by its unique ID. Returns all billing information including invoi...

Create Invoice

Create new invoice records in Zoho CRM for billing customers. Supports comprehensive billing data including invoice numb...

Update Invoice

Update an existing invoice record in Zoho CRM by modifying billing details such as payment status, due dates, line items...

Delete Invoice

Permanently delete invoice records from Zoho CRM by providing one or more invoice IDs. Removes all billing information i...

List Solution

Retrieve paginated list of solution articles from Zoho CRM knowledge base with customizable field selection, including s...

Get Solution

Retrieve complete details of a specific solution article by its unique ID, including solution title, full question text,...

Create Solution

Create one or more knowledge base solution articles with comprehensive configuration including solution title, question,...

Update Solution

Update existing solution article content including title, question, answer, status, published flag, product associations...

Delete Solution

Delete a solution article by moving it to the Recycle Bin where it can be restored within 60 days before permanent delet...

List Price Book

Retrieve a paginated list of pricebook records from Zoho CRM. Returns comprehensive pricing information including priceb...

Get Price Book

Retrieve complete details of a specific pricebook record by its unique ID. Returns all pricing information including pri...

Create Price Book

Create new pricebook records in Zoho CRM for managing pricing strategies. Supports comprehensive pricing configuration i...

Update Price Book

Update an existing pricebook record in Zoho CRM by modifying pricing strategies such as tier definitions, discount perce...

Delete Price Book

Permanently delete pricebook records from Zoho CRM by providing one or more pricebook IDs. Removes all pricing informati...

List Notes

Retrieve paginated list of notes/comments attached to a specific record in any module (Leads, Contacts, Accounts, Deals,...

List Notes By IDs

Retrieve notes across all modules by their unique note IDs (cross-module lookup). Use this when you have note IDs but do...

Create Note

Create one or more notes/comments for a specific record in any module with rich text support, attachments, and creator a...

Update Note

Update existing note content, title, or attachments for a specific record's note. Supports partial updates (only specifi...

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 del...

List Attachments

Retrieve a paginated list of all file attachments associated with a specific CRM record across any module. Returns compr...

Upload Attachment

Upload and attach a file to any CRM record across all modules, enabling seamless document association with leads, contac...

Download Attachment

Download a specific file attachment by its unique identifier from any CRM record. Returns the raw file content with appr...

Delete Attachment

Permanently remove a specific file attachment from a CRM record by its unique identifier. Essential for data hygiene, co...

List Tags

Retrieve all tags (labels) configured in Zoho CRM globally or for a specific module, including tag names, colors, usage...

Get Record Tags

Retrieve all tags currently assigned to a specific record, including tag names, IDs, colors, and assignment metadata. Es...

Add Tags To Record

Assign one or more tags to a specific record for flexible categorization, visual identification, and custom filtering. T...

Remove Tags From Record

Delete the tags associated with a specific record. Remove one or more tags from a record while preserving other tags and...

Delete Tag

This permanently removes the tag definition from the system and removes it from all records that have this tag. Use with...

Add Tags To Records (Bulk)

Assign the same tag(s) to multiple records simultaneously, significantly improving efficiency for bulk categorization op...

Upsert Records

Intelligently create new records or update existing ones in a single operation based on configurable duplicate check fie...

Get Deleted Records

Retrieve a list of records that have been deleted from a module within a specified time range, including records in recy...

Get Record Count

Retrieve the total number of records in a module with optional filter criteria, providing fast count operations without...

Delete Records (Bulk)

Delete multiple records simultaneously by providing an array of record IDs, significantly improving efficiency for bulk...

Mass Update Records

Update multiple records simultaneously based on custom view filters or specific record IDs, applying the same field valu...

Mass Delete Records

Delete large numbers of records simultaneously based on custom view filters or specific record IDs, moving them to recyc...

Get Modules

Retrieve comprehensive list of all modules in Zoho CRM including standard modules (Leads, Contacts, Deals, etc.) and cus...

Get Module

Retrieve comprehensive metadata for a specific module including field definitions, picklist values, lookup configuration...

Get Fields

Retrieve detailed field metadata for a specific module including field API names, data types, display labels, picklist v...

Get Users

Retrieve comprehensive list of users in Zoho CRM with detailed information including names, emails, roles, profiles, sta...

Get User

Retrieve complete details of a specific user including personal information, role and profile assignments, territory mem...

List Layouts

Retrieve all page layouts configured for a specific module, including field arrangements, sections, profiles assigned, a...

List Custom Views

Retrieve all custom views (filtered, sorted list views) configured for a specific module, including system default views...

Get Custom View

Retrieve complete details of a specific custom view including comprehensive filter criteria, sort configuration, display...

List Roles

Retrieve all organizational roles configured in Zoho CRM including role hierarchy, reporting relationships, and permissi...

Get Role

Retrieve detailed information about a specific role including its position in organizational hierarchy, reporting relati...

List Profiles

Retrieve all permission profiles configured in Zoho CRM defining module access, field permissions, custom view visibilit...

Get Profile

Retrieve comprehensive permission details for a specific profile including module-level permissions (create, read, updat...

List Territories

Retrieve all sales territories configured in Zoho CRM including territory hierarchy, geographical definitions, and assig...

Get Blueprint

Retrieve comprehensive blueprint process details for a specific record including current state, available transitions, r...

List Notifications

Retrieve all active notification watch configurations (instant webhooks) set up for the Zoho CRM organization, including...

Get Organization Info

Retrieve comprehensive organization-level configuration and metadata including company name, industry, employee count, t...

List Currencies

Retrieve all currencies configured in the Zoho CRM organization including base currency, active currencies, exchange rat...

Update Currency Exchange Rate

Update the exchange rate for a specific currency relative to the organization's base currency, ensuring accurate multi-c...

IAM Get Me

Return the authenticated identity, auth type, and configured scopes for the current Zoho CRM connection, mapped to the I...

IAM List Groups

List every Zoho CRM user group mapped to the IAM unified group schema. Wraps Zoho CRM API GET /settings/user\_groups.

IAM Get Group

Retrieve a single Zoho CRM user group by ID, mapped to the IAM unified group schema. Wraps GET /settings/user\_groups/\{id...

IAM List Organizations

List the Zoho CRM organization accessible to the connected OAuth credential. Zoho CRM is single-org per OAuth grant - th...

IAM Get Organization

Retrieve the single Zoho CRM organization accessible to the connected OAuth credential. Zoho CRM is single-org per OAuth...

IAM List Roles

List every Zoho CRM hierarchical role mapped to the IAM unified role schema. Wraps Zoho CRM API GET /settings/roles. The...

IAM Get Role

Retrieve a single Zoho CRM hierarchical role by ID, mapped to the IAM unified role schema. Wraps GET /settings/roles/\{id...

IAM List Users

List every Zoho CRM organization user mapped to the IAM unified user schema. Pass expand=\["roles"] to inline each user's...

IAM Get User

Retrieve a single Zoho CRM organization user by ID, mapped to the IAM unified user schema. Pass expand=\["roles"] to inli...

Activities Health Checks Inventory Sales Support

52 events

Event

Description