Zoho CRM

Description: Manage operations in Zoho CRM. Authentication:

Available Actions: Examples:

Example 1: Zoho CRM - Upsert Lead by Email Create or update a Lead by email with fields.

{
  "automationType": "zoho",
  "nodeId": "zoho-upsert-lead-001"
}

Example 2: Zoho CRM - Find Contact by Email Search Contacts by exact email

{
  "automationType": "zoho",
  "nodeId": "zoho-find-contact-001"
}

Example 3: Zoho CRM - Create Contact Create a new Contact record.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-contact-001"
}

Example 4: Zoho CRM - Create Deal Create a Deal (Potential) record.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-deal-001"
}

Example 5: Zoho CRM - Add Note Create a Note and associate to a parent record by Parent_Id.

{
  "automationType": "zoho",
  "nodeId": "zoho-add-note-001"
}

Example 6: Zoho CRM - List records List records from a CRM module with basic pagination.

{
  "automationType": "zoho",
  "nodeId": "zoho-list-001"
}

Example 7: Zoho CRM - Upsert Lead by Email Create or update a Lead by email

{
  "automationType": "zoho",
  "nodeId": "zoho-upsert-lead-001"
}

Example 8: Zoho CRM - Create Contact Create a new Contact

{
  "automationType": "zoho",
  "nodeId": "zoho-create-contact-001"
}

Example 9: Zoho CRM - Update Contact Update contact fields

{
  "automationType": "zoho",
  "nodeId": "zoho-update-contact-001"
}

Example 10: Zoho CRM - Get Contact Retrieve contact by Id

{
  "automationType": "zoho",
  "nodeId": "zoho-get-contact-001"
}

Example 11: Zoho CRM - Delete Contact Delete contact by Id

{
  "automationType": "zoho",
  "nodeId": "zoho-delete-contact-001"
}

Example 12: Zoho CRM - List Contacts List contacts with pagination

{
  "automationType": "zoho",
  "nodeId": "zoho-list-contacts-001"
}

Example 13: Zoho CRM - Search Contact by Phone Search Contacts by phone

{
  "automationType": "zoho",
  "nodeId": "zoho-search-contact-phone-001"
}

Example 14: Zoho CRM - Create Lead Create a Lead

{
  "automationType": "zoho",
  "nodeId": "zoho-create-lead-001"
}

Example 15: Zoho CRM - Update Lead Update a Lead by Id

{
  "automationType": "zoho",
  "nodeId": "zoho-update-lead-001"
}

Example 16: Zoho CRM - Search Lead by Email Search Leads by email

{
  "automationType": "zoho",
  "nodeId": "zoho-search-lead-email-001"
}

Example 17: Zoho CRM - Create Account Create an Account

{
  "automationType": "zoho",
  "nodeId": "zoho-create-account-001"
}

Example 18: Zoho CRM - Update Account Update an Account

{
  "automationType": "zoho",
  "nodeId": "zoho-update-account-001"
}

Example 19: Zoho CRM - Create Deal Create a Deal

{
  "automationType": "zoho",
  "nodeId": "zoho-create-deal-001"
}

Example 20: Zoho CRM - Update Deal Update a Deal

{
  "automationType": "zoho",
  "nodeId": "zoho-update-deal-001"
}

Example 21: Zoho CRM - List Deals List deals with pagination

{
  "automationType": "zoho",
  "nodeId": "zoho-list-deals-001"
}

Example 22: Zoho CRM - Get Deal Get deal by Id

{
  "automationType": "zoho",
  "nodeId": "zoho-get-deal-001"
}

Example 23: Zoho CRM - Delete Deal Delete deal by Id

{
  "automationType": "zoho",
  "nodeId": "zoho-delete-deal-001"
}

Example 24: Zoho CRM - Create Task Create a Task record with Subject; add Who_Id/What_Id and other fields as needed.

{
  "automationType": "zoho",
  "nodeId": "zoho-create-task-001"
}

Example 25: Zoho CRM - Add Note Create a Note associated to a parent record. Requires seModule with the parent module name.

{
  "automationType": "zoho",
  "nodeId": "zoho-add-note-001"
}

Example 26: Zoho CRM - List Notes List Notes with pagination

{
  "automationType": "zoho",
  "nodeId": "zoho-list-notes-001"
}

Example 27: Zoho CRM - Delete Note Delete a Note by Id

{
  "automationType": "zoho",
  "nodeId": "zoho-delete-note-001"
}

Example 28: Zoho CRM - Update Task Update an existing Task by id.

{
  "automationType": "zoho",
  "nodeId": "zoho-update-task-001"
}

Example 29: Zoho CRM - COQL Query Execute a COQL select_query

{
  "automationType": "zoho",
  "nodeId": "zoho-coql-001"
}

Third-Party Documentation: