Efficient way to get a list of records like Notes under Leads that changed in last N minutes

Efficient way to get a list of records like Notes under Leads that changed in last N minutes

Hi,

I am writing a process to consume the Zoho Leads and put it in an internal system. For Leads, Accounts and Contacts, the getRepords with lastModifiedTime works great as I can call the API to get only the updated records say in last 30 minutes. However the records like Notes, Attachements etc don't update the Lead's lastModifiedTime and thus the getRecords doesn't return a record if the only change that happened to the lead was an addition of a note. The getRelatedRecords works fine but then it has to be called for all the Leads one at a time. This is very inefficient and we would surely run into the API limits. Is there a way to get a list of updated/added related-records (e.g. Notes, Attachments) by specifying the lastModifiedTime?

Please advice.

Thanks,
Amit

    • Recent Topics

    • Zoho Desk - account and contact lookup by phone

      Hi team, Does Zoho Desk allow to lookup Accounts and Contacts by phone or not? I am using this endpoint- GET https://desk.zoho.eu/api/v1/accounts/search?phone=987-654-3210 But I am getting this error- { "errorCode": "UNPROCESSABLE_ENTITY", "message":

    • Missing Date Field Type Blocking VAT Calculations in Custom Zoho CRM Module

      I'm working on a custom VAT calculator within Zoho CRM where I need to store the purchase date of a product and calculate VAT based on that date, since VAT rates can vary over time. However, while creating custom fields, the only available data type is

    • Different Page Numbering

      I want the page numbers not just 1,2,3... but i,ii,iii,iv,... or even I,II,III,IV.... How can I do this?

    • Remote Control Functionality During Screen Sharing in Zoho Cliq

      Hello Zoho Cliq Team, We would like to request the addition of remote control functionality during screen sharing sessions in Zoho Cliq. Currently, while screen sharing in Cliq is very useful, it lacks the ability for another participant to take control

    • How to validate Rich Text in Zoho Creator! Urgent!

      Hi members, Recently I just started to use Rich Text field. Now I have a requirement where I need to validate to ensure this Rich Text field must contain a value. Meaning must contain something. I use the below script if(input.Rich_Text == null) { alert

    • Real-Time Screen Annotation During Zoho Cliq Screen Sharing

      Hi Zoho Support Team, Hope you're doing well. We’d like to request the addition of real-time screen annotation tools during screen sharing sessions in Zoho Cliq video calls. 🔍 What We're Looking For: The ability for the presenter—and optionally, other

    • Simplify ticket replies with intelligent writing and content analysis tools

      Introducing a smarter, faster way to handle ticket responses with generative AI-powered capabilities, now available in the ticket detail view. These enhancements are designed to reduce agent effort, improve clarity, and elevate the overall support experience.

    • Cannot send a Campaign. No Send or Proceed button

      I have built a Campaign. I had to drop Leads and only use Contacts because only one group can sync. But now I do not see any errors but I do not see anyway to proceed with sending the campaign?

    • Zoho Books - Feature Request - Show Custom Template Preview

      When using a custom template is would be a great user experience if the custom template could be previewed when viewing the record. I have found that it's very confusing for users, when they see an invoice preview but the out put file is different. Additional

    • run a macro on a contact that bounced from crm email merge

      how would one run a macro on a contact that bounced from crm email merge? how would i tell zoho to run a macro that SIGNALS said bounced?

    • Workflow : Update a multiline text field

      Hello, I'm creating a workflow to update a multiline text field. But it looks like I only can format my text as a one-line. How can I format the text to multiple lines ? Thanks

    • Search handwriting using sketch card and OCR

      Hi It's possible using Sketch Card for handwriting and search them using AI and OCR in Pro edition? Thanks

    • Autoresponders in Zoho CRM will be discontinued—transition to Cadences for enhanced engagement

      Zoho CRM’s Autoresponder feature will be discontinued by September 30, 2025. If you're currently using Autoresponders to automate email follow-ups, we recommend switching to Cadences, a more powerful, flexible, and multi-channel engagement tool for today's

    • Recovering a note

      Hi, I accidentally deleted an important academic not from my notebook. Can I recover it? Thanks

    • Unable to schedule posts!

      Hi everyone, I'm on the free account. I just realised it doesn't give me the options to schedule posts anymore, I can only 'post now'. I don't understand why I can't even see what I scheduled before. Can anyone help? Thanks, Benedetta

    • ZUG is Hitting the Road — Across the USA!

      We’re bringing the Zoho User Group (ZUG) meet-ups back to various cities across the United States — and we’re more excited than ever to reconnect with our incredible community! Whether you're a seasoned Zoho user or just getting started, this event is

    • SPF, Zoho Books, Send from my domain

      I am unable to verify my domain through Zoho Books: this is the text record: v=spf1 include:spf.protection.outlook.com include:zohomail.com -all I waited 24 hours already with error: SPF record not found. Contact your domain provider.

    • How do I record timesheet invoices generated in Zoho Workerly against a Sales Order?

      We have customers who issue us a Purchase Order for an aggregate amount of hourly services, which we invoice against on a weekly, bi-weekly, or monthly basis (contract dependent). For simplicity, let's say the customer PO is for $50,000 (1,000 hours at

    • One Place for All Your Automation Needs

      All automation settings are grouped under Settings ()> Automation. This helps you find everything related to automation from one place. Under Workflow Rules, Email Alerts, Email Templates, and Webhooks: Use the Projects tab for project-specific settings.

    • How Do I Refund a Customer Directly to Their Credit Card?

      Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-

    • header and footer for templates

      Hi,   I created many templates for my activity. Nevertheless I have a big problem, the HTML is varies from a quote to another, there is sometime less or more text. In order to have a nice layout I require Header and Footer. I looked for into the CRM tool, couldn't find it. Can someone explain to me if it's possible ??   It's very urgent, thanks very much,   Eric Marois

    • Simple Text Search Function

      Would it be too much to ask for a simple text search function? My slide decks are often simply collections of slides of a random over, and I often have to find the slide I need at a moment's notice. A text search function, no matter how rudimentary, would

    • Rich-text fields in Zoho CRM

      Hello everyone, We're thrilled to announce an important enhancement that will significantly enhance the readability and formatting capabilities of your information: rich text options for multi-line fields. With this update, you can now enjoy a more versatile

    • Introducing the Reviews sub-module in Zoho Recruit

      Across every recruitment process, candidates are assessed by multiple stakeholders—recruiters, interviewers, hiring managers, and clients. These evaluations influence hiring decisions, yet they often exist in silos across assessments, emails, or interview

    • We need customizable sub-form layouts

      Currently, we can arrange sub-form fields only in a single row. The single row layout means salespeople must horizontally scroll to uncover information. As a result, salespeople cannot see all of the relevant information simultaneously.  The administrator

    • Fetch function not working for CRM Contacts

      I've created a flow that checks if a contact exists in CRM (based on form input), and if it does, then it updates one of the fields for the contact. In my test, the fetch function correctly identifies that a contact exists (based on email address), but

    • How to add a discount (percent %) field?

      My particular case it’s regarding the “Opportunities” module. I’ve created a subform to calculate the value of the opportunity, and now I’d like to include a discount field in the form of a percentage. However, no matter how or where I add the "percent"

    • Automate Pricebook per Customer

      Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

    • Automate pricebook per customer

      Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

    • Automate pricebook per customer

      Example Scenario: I want to create a customer package (Silver Package, Gold Package, Platinum Package) and associated it with a Price Book that contains discounted prices for certain products. When a customer assigned to this Silver Package places an

    • Client Side Scripts for Meetings Module

      Will zoho please add client side scripting support to the meetings module? Our workflow requires most meeting details have a specific format to work with other software we have. So we rely on a custom function to auto fill certain things. We currently

    • Document Tracking

      Hi all Zoho crmplus user here. I am migrating from hubspot and in Hubspot when my sales team email a document they can see when the client has opened the document and how many minutes they sepend on it. This persists for additional openings and readings

    • Apply partial payments to invoices from the Banking Module

      We need this! Why is this not possible?

    • Setting admin only field values in widget

      Hello If I'm using a Widget addRecord function invoked by a user input (the user has write permission not developer) can he set values to a field that is set to be visible to Admin only?

    • Forecast UI improvements

      Hi I have two improvement requests for the UI in the Forecast function. Can you add the ability to reorganise the Pipeline, Committed and Best Case columns on the Forecast? I thought they were in alphabetical order, so we renamed them so that we could

    • Missing services/ features / buttons

      Hello, 1. I can't locate the DKIM information in ZoHo CRM that I need to add as txt strings to our DNS in GoDaddy. 2. In other activities I cannot locate the 'Help' button for context senstivie help 3. I wish to merge two records into a single record

    • Global Sets for Multi-Select pick lists

      When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.

    • [Free Webinar] Building Data Relationships Using Lookup Fields - Creator Tech Connect

      Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep into

    • Staff Tracking in

      Hi , I would like to see what activity my staff does over Zoho CRM and over Zoho Mail . I need to know which deals in CRM haven't been touched or had an activity on by a particular staff member . Basically need to establish what work.gets done by WFH

    • Is there a way to force a page refresh after changing a Subform via Workflow / Function?

      I have a workflow which triggers a function, and in this function i am changing the values of a certain subform. The changed are only visibile when i manually refresh the page and this is a no-no for my use-case. When other workflows, that change certain

    • Next Page