When you configure an export, import, or another type of flow step using the form view designed for the Zoho CRM connector, the following API operations are supported:
The following operations are available when you select v2 as the API version.
API | Operation | Export | Import |
---|---|---|---|
Modules | Get list of modules | X | |
Query | Get Records through a COQL Query | X | |
Users | Users Data | X | |
Specific User Data | X | ||
Add Users | X | ||
Update Users | X | ||
Add or Update Users | X | ||
Delete User | X | ||
Roles | Roles Data | X | |
Specific Role Data | X | ||
Profiles | Profiles Data | X | |
Specific Profile Data | X | ||
Tag | Tags List | X | |
Record count for a tag | X | ||
Meta Data | Modules | X | |
Fields | X | ||
Layouts | X | ||
Specific Layout | X | ||
Related Lists | X | ||
Custom Views | X | ||
Specific Custom View | X | ||
Organization | Organization Details | X | |
Notifications | 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 | ||
Record | 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 | ||
Create or Update a Specific Record | X | ||
Delete Specific Records | X | ||
Search Records | X | ||
Bulk Read | Get Bulk Read Job details | X | |
Create Bulk Read job | X | ||
Notes | Notes Data | X | |
Get Notes from a Specific Record | X | ||
Create Notes | X | ||
Create Notes for Specific Records | X | ||
Update Notes | X | ||
Create or Update Notes | X | ||
Delete Specific Notes | X | ||
CRM Variable | Variable Data | X | |
Specific Variable Data | X | ||
Create Variables | X | ||
Update Variables | X | ||
Update Specific Variable | X | ||
Create or Update Variables | X | ||
Delete Specific Variable | X | ||
Specific Variable Data | X | ||
Related List | Related Records Data | X | |
Update Related Records | X | ||
Delink | X | ||
Blueprint | Blueprint Details | X | |
Update Blueprint Details | X | ||
Tags | Delete Tags | X | |
Merge Tags | 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 | ||
Subforms | Get Subform Data | X | |
Insert Subform Data | X | ||
Update Subform Data | X | ||
Add or Update Subform Data | X | ||
Related Records API using External ID | Get Related Records Using External ID | X | |
Delete Related Records Using External ID | X | ||
Files | Get Files | X | |
Contact Roles | 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 | ||
Mass Update | Get Mass Update Status | X | |
Mass Update Records | X | ||
Attachments | List Attachments | X | |
Delete an Attachment | X | ||
Share | Get Details of Shared Record | X | |
Share Records | X | ||
Update Share Permissions | X | ||
Revoke Shared Records | X | ||
Territories | List Territories | X |
The following operations are available when you select v3 as the API version.
API | Operation | 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 | ||
Create or 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 | ||
Create or Update a record | 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 | ||
Create or 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 | ||
Add or 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 | ||
Variable APIs | Get Variable Data | X | |
Get Specific Variable Data | X | ||
Get variable groups | X | ||
Create Variables | X | ||
Update Variables | X | ||
Create or Update Variables | X | ||
Delete Variables | X | ||
Wizards API | Get details of the wizards | X | |
Users API | Get Users | X | |
Get a Specific User | X | ||
Add Users | X | ||
Update Users | X | ||
Add or Update Users | X | ||
Delete User | X |
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