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Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

CRM Marketing Automation Web del proveedor

Acciones

Triggers

Autenticación

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OAuth gestionado

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Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (6)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Convert Zoho CRM LeadZOHO_CONVERT_ZOHO_LEADAcción

Converts a lead into a contact, account, and optionally a deal in zoho crm.

Parámetros de entrada

lead_idstringObligatorio
The unique ID of the lead to convert.
assign_tostring
User ID to assign as the owner of the new contact/account.
overwriteboolean
Whether to overwrite the account name in the contact if it already exists and the company names mismatch.
account_idstring
ID of an existing account to associate with the converted lead.
contact_idstring
ID of an existing contact to associate with the converted lead.
notify_lead_ownerboolean
Notify the lead owner about the conversion via email.
notify_new_entity_ownerboolean
Notify the new owner of the contact/account via email.

Parámetros de salida

dataobject[]Obligatorio
Details of the conversion result.
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not
response_dataobject
The full response data from the API.

Create Zoho CRM RecordZOHO_CREATE_ZOHO_RECORDAcción

Creates new records in a specified module in zoho crm.

Parámetros de entrada

dataobject[]Obligatorio
A list of dictionaries representing the records to be created.
lar_idstring
The layout ID or lead assignment rule ID (lar_id) to be used if required.
triggerstring[]
List of triggers to invoke during record creation (e.g., ['workflow', 'blueprint']).
module_api_namestringObligatorio
The API name of the module to create a record in.

Parámetros de salida

dataobject[]Obligatorio
Details of the created records.
infoobjectObligatorio
Additional information about the operation.
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not
response_dataobject
The full response data from the API.

Create Zoho CRM TagZOHO_CREATE_ZOHO_TAGAcción

Creates new tags in zoho crm.

Parámetros de entrada

namestringObligatorio
The name of the tag to be created (max 25 characters).
color_codestring
Hex color code for the tag. Must be one of the allowed colors.
module_api_namestringObligatorio
The API name of the module to create the tag in (e.g., 'Leads').

Parámetros de salida

dataobjectObligatorio
Data from the action execution
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not

Get Zoho CRM RecordsZOHO_GET_ZOHO_RECORDSAcción

Retrieves records from a specified module in zoho crm.

Parámetros de entrada

idsstring
Comma-separated record IDs to fetch specific records.
cvidinteger
Custom view ID to filter the records. Omit if not applicable.
pageinteger
Page number to retrieve (default is 1).
fieldsstring
Comma-separated API names of the fields to retrieve (max 50).
sort_bystring
Field to sort records by (default is 'Modified_Time').
per_pageinteger
Number of records per page (default and max is 200).
sort_orderstring
Sort order: 'asc' or 'desc' (default is 'desc').
module_api_namestringObligatorio
The API name of the module to retrieve records from.

Parámetros de salida

dataobject[]Obligatorio
List of records retrieved from the module.
infoobjectObligatorio
Pagination and additional information.
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not
response_dataobject
The full response data from the API.

Update Related Records in Zoho CRMZOHO_UPDATE_RELATED_RECORDSAcción

Associates or updates relationships between records across different modules in zoho crm.

Parámetros de entrada

dataobject[]Obligatorio
A list of dictionaries representing the related records to update. Each dictionary must include the 'id' of the related record.
record_idstringObligatorio
The unique ID of the parent record.
module_api_namestringObligatorio
The API name of the parent module (e.g., Leads, Contacts).
related_list_api_namestringObligatorio
The API name of the related list (e.g., Campaigns, Products).

Parámetros de salida

dataobject[]Obligatorio
Details of the update operations for each related record.
infoobjectObligatorio
Additional information about the operation.
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not
response_dataobject
The full response data from the API.

Update Zoho CRM RecordZOHO_UPDATE_ZOHO_RECORDAcción

Updates existing records in a specified module in zoho crm.

Parámetros de entrada

dataobject[]Obligatorio
A list of dictionaries representing the records to be updated. Each record must include the 'id' field.
lar_idstring
Layout ID for the module if required.
triggerstring
Comma-separated triggers to invoke during record update (e.g., workflow, blueprint).
wf_triggerboolean
Whether to trigger workflows during record update.
module_api_namestringObligatorio
The API name of the module to update records in.

Parámetros de salida

dataobject[]Obligatorio
Details of the updated records.
infoobjectObligatorio
Additional information about the operation.
errorstring
Error if any occurred during the execution of the action
successfulbooleanObligatorio
Whether or not the action execution was successful or not
response_dataobject
The full response data from the API.