rocketkind
CRM

Zoho CRM

Zoho CRM holds the leads, contacts, accounts and deals a sales team works.

Authentication

  • OAuth 2.0 (Web Server + PKCE)

Actions

Generic API request. Call any Zoho CRM API endpoint on this connection, for the case where no shipped action covers it yet. The connection supplies the base URL, the authentication and the egress route, so only the path, query and body are yours to fill.

  • COQL queryRun a COQL query (POST /coql, { selectquery }).
  • Create recordsCreate up to 100 records in a module (POST /{module}, { data:[...] }).
  • Delete recordsDestructiveDelete up to 100 records from a module (DELETE /{module}?ids=id1,id2).
  • Get organizationFetch the connected organization's details (GET /org).
  • Get recordRetrieve a single record by id (GET /{module}/{id}).
  • Get recordsList records from a module (GET /{module}?fields=&page=&perpage=).
  • Get usersList org users (GET /users?type=).
  • Search recordsSearch records in a module (GET /{module}/search?criteria=&email=&phone=&word=).
  • Update recordsDestructiveUpdate up to 100 records in a module (PUT /{module}, { data:[{ id, ...
  • Upsert recordsDestructiveCreate-or-update records in a module by duplicate check (POST /{module}/upsert, { data:[...], duplicatecheckfields?

Triggers

  • New or updated leadStarts when a lead record in Zoho CRM is created or its ModifiedTime changes.

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