When you configure an export, import, or other type of flow step using the prebuilt Zoho CRM connector, you can select any of the API operations listed below, organized by API type.
Note
If your API endpoint isn’t listed here, switch the flow step to HTTP mode and configure the endpoint provided in the Zoho CRM API documentation. You can also create a composite endpoint for this application in HTTP mode.
The following operations are available when you select v2 as the API version.
Resource |
API endpoint |
Export |
Import |
---|---|---|---|
Attachments (v2) |
List attachments |
X |
|
Delete an attachment |
X |
||
Blueprint (v2) |
Blueprint details |
X |
|
Update blueprint details |
X |
||
Bulk read (v2) |
Get bulk read job details |
X |
|
Create bulk read job |
X |
||
Contact roles (v2) |
Get contact roles |
X |
|
Get contact roles of a specific deal |
X |
||
Insert contact roles |
X |
||
Update contact roles |
X |
||
Add contact roles to a specific deal |
X |
||
Delete contact roles |
X |
||
Remove contact role from a specific deal |
X |
||
CRM variable (v2) |
Variable data |
X |
|
Specific variable data |
X |
||
Create variables |
X |
||
Update variables |
X |
||
Update specific variable |
X |
||
Delete specific variable |
X |
||
Specific variable data |
X |
||
Files (v2) |
Get files |
X |
|
Mass update (v2) |
Get mass update status |
X |
|
Mass update records |
X |
||
Metadata (v2) |
Modules |
X |
|
Fields |
X |
||
Layouts |
X |
||
Specific layout |
X |
||
Related lists |
X |
||
Custom views |
X |
||
Specific custom view |
X |
||
Modules (v2) |
Get list of modules |
X |
|
Notes (v2) |
Notes data |
X |
|
Get notes from a specific record |
X |
||
Create notes |
X |
||
Create notes for specific records |
X |
||
Update notes |
X |
||
Delete specific notes |
X |
||
Notifications (v2) |
Get notification details |
X |
|
Enable notifications |
X |
||
Update details of a notification |
X |
||
Disable notifications |
X |
||
Update specific information of a notification |
X |
||
Disable specific notifications |
X |
||
Organization (v2) |
Organization details |
X |
|
Profiles (v2) |
Profiles data |
X |
|
Specific profile data |
X |
||
Query (v2) |
Get records through a COQL query |
X |
|
Record (v2) |
List of records |
X |
|
Get specific record data |
X |
||
List of deleted records |
X |
||
Search records |
X |
||
Insert records |
X |
||
Convert lead |
X |
||
Update records |
X |
||
Update specific record |
X |
||
Delete specific records |
X |
||
Search records |
X |
||
Records API using external ID (v2) |
Get records using external ID |
X |
|
Search records using external ID |
X |
||
Insert records using external ID |
X |
||
Upsert records using external ID |
X |
||
Update records using external ID |
X |
||
Delete records using external ID |
X |
||
Related list (v2) |
Related records data |
X |
|
Update related records |
X |
||
Delink |
X |
||
Related records API using external ID (v2) |
Get related records using external ID |
X |
|
Delete related records using external ID |
X |
||
Roles (v2) |
Roles data |
X |
|
Specific role data |
X |
||
Share (v2) |
Get details of shared record |
X |
|
Share records |
X |
||
Update share permissions |
X |
||
Revoke shared records |
X |
||
Subforms (v2) |
Get subform data |
X |
|
Insert subform data |
X |
||
Update subform data |
X |
||
Tag (v2) |
Tags list |
X |
|
Record count for a tag |
X |
||
Tags (v2) |
Delete tags |
X |
|
Merge tags |
X |
||
Territories (v2) |
List territories |
X |
|
Users (v2) |
Users data |
X |
|
Specific user data |
X |
||
Add users |
X |
||
Update users |
X |
||
Delete user |
X |
The following operations are available when you select v3 as the API version.
Resource |
API endpoint |
Export |
Import |
---|---|---|---|
Assignment rules |
Get assignment rules |
X |
|
Attachments API |
List of attachments |
X |
|
Blueprint APIs |
Get blueprint data |
X |
|
Update blueprint details |
X |
||
Change owner |
Change owner |
X |
|
Files |
Get files |
X |
|
Mass update API |
Get mass update status |
X |
|
Mass update records |
X |
||
Metadata APIs |
Modules |
X |
|
Fields |
X |
||
Layouts |
X |
||
related lists |
X |
||
Custom views |
X |
||
Modules API |
Get list of modules |
X |
|
Notes APIs |
Get notes |
X |
|
Get a specific note |
X |
||
Create notes |
X |
||
Update notes |
X |
||
Delete notes |
X |
||
Notifications API |
Enable notifications |
X |
|
Update details of a notification |
X |
||
Disable notifications |
X |
||
Get notification details |
X |
||
Organization API |
Get organization |
X |
|
Profiles API |
Get profiles |
X |
|
Get a specific profile |
X |
||
Query API |
Get records through a COQL query |
X |
|
Record APIs |
Get records |
X |
|
Get specific record data |
X |
||
Get list of deleted records |
X |
||
Search records |
X |
||
Insert records |
X |
||
Update records |
X |
||
Delete records |
X |
||
Records API using external ID |
Get records using external ID |
X |
|
Search records using external ID |
X |
||
Insert records using external ID |
X |
||
Upsert records using external ID |
X |
||
Update records using external ID |
X |
||
Delete records using external ID |
X |
||
Related list APIs |
Get related records |
X |
|
Update related records |
X |
||
Delink related records |
X |
||
Related records API using external ID |
Get related records using external ID |
X |
|
Delete related records using external ID |
X |
||
Roles API |
Get roles |
X |
|
Get a specific role |
X |
||
Create roles |
X |
||
Update roles |
X |
||
Transfer users and delete role |
X |
||
Scoring rules API |
Get list of scoring rules |
X |
|
Get a specific scoring rule |
X |
||
Create scoring rules |
X |
||
Update scoring rules |
X |
||
Delete scoring rules |
X |
||
Send mail |
Get the list of allowed from addresses |
X |
|
Send mail |
X |
||
Share API |
Get share records |
X |
|
Share records |
X |
||
Update share permissions |
X |
||
Revoke shared records |
X |
||
Subforms API |
Get subform data |
X |
|
Insert subform data |
X |
||
Update subform data |
X |
||
Tag APIs |
Get tags |
X |
|
Record count for a specific tag |
X |
||
Delete tags |
X |
||
Merge tags |
X |
||
Templates |
Get email templates |
X |
|
Get inventory templates |
X |
||
Territories API |
List territories |
X |
|
Get territories of a record |
X |
||
Assign territories to records |
X |
||
User's unavailability |
Get user's unavailability |
X |
|
Mark a user unavailable |
X |
||
Update user unavailable |
X |
||
Delete user unavailable |
X |
||
Users API |
Get users |
X |
|
Get a specific user |
X |
||
Add users |
X |
||
Update users |
X |
||
Delete user |
X |
||
Variable APIs |
Get variable data |
X |
|
Get specific variable data |
X |
||
Get variable groups |
X |
||
Create variables |
X |
||
Update variables |
X |
||
Delete variables |
X |
||
Wizards API |
Get details of the wizards |
X |
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