Actions APIs - Field Updates
Hello all!!
Welcome back to a fresh Kaizen week.
In the previous weeks, we covered Workflow Rules APIs, Actions APIs - Email Notification APIs, and Tasks Update APIs.
This week, we will continue with another Actions API - the Field Update API in Zoho CRM.
Field Updates in Zoho CRM
The Field Update option helps you automatically update specific field values in records when the associated workflow rule is triggered.
Note: Field Updates can also be used in Blueprint and Approval Processes, but in this post, we will focus only on Field Updates used with Workflow Rules in Zoho CRM.
When multiple leads enter Zoho CRM each day, from small to large industries, the Sales team manages all these entries inside a module. Every single lead is important for a company, whether it comes from a small or large industry. High-profit leads should not be missed and must be treated with high priority, frequent follow-ups, and faster actions to convert them into won deals.
High-profit deals without Field Update
There are chances of missing or failing to prioritize high-profit deals when all entries are cluttered inside the same module. This leads to manual mistakes and confusion for the Sales team. It becomes manual work, which increases the possibility of missing high-profit Leads.
High-profit deals with Field Update
A Field Update + Workflow Rule can solve these issues by creating an automated process. This avoids manual intervention and reduces errors.
Use case
Zylker, an IT solutions provider, wants to give high-priority attention to leads coming from large industries or leads that have a high lead score, especially when the Lead Status is Not Contacted.
Whenever a lead has a Lead Score ≥ 80 and is Not Contacted, the system should automatically update a field called Profit Category and set it to High Profit.
Why Lead Score for our use case?
Lead Score shows how active and interested a lead is. A score of 80 or above means the lead is highly engaged and more likely to convert. This makes it a dependable way to identify important leads that need quick attention.
Scenario
Whenever a lead meets the following conditions:
- Lead Score ≥ 80
- Lead Status = Not Contacted
The system should automatically update the Profit Category field to High Profit, and add a Contact Immediately tag. This helps the Sales team quickly identify high-profit records even when many records are cluttered in the module.
This can be achieved using a Field Update combined with a Workflow Rule.
Why not just use a Custom View?
A custom view can filter and display leads that meet these conditions, but it still depends on the Sales team to open the view and take action. In a busy Leads module, important leads can be missed or delayed. Also, if you want to perform dependent actions, you will need to create and schedule a custom function manually.
With a Workflow and Field Update, the system emails and also trigger many other actions like Field Update, Webhooks, and so on to your executives about these leads automatically. In our case, the Profit Category and tag are updated the moment the lead meets the condition, making high-profit leads stand out everywhere in CRM - without relying on manual checks or someone remembering to look at a view.
Profit Category mapping based on Lead Score
Profit Category is a custom picklist field in the Leads module.
The following table shows how Zylker classifies profit categories based on Lead Score:
Lead Score | Profit Category |
20-40 | Minimal Profit |
40-60 | Average Profit |
60-80 | Good Profit |
80+ | High Profit |
In this use case, we focus only on the High Profit category.
Let us now see how to enable a Field Update in Zoho CRM through the UI.
Creating a Field Update via UI
To create a Field Update in Zoho CRM, follow the steps below:
- Go to Setup > Automation > Actions > Field Updates.
- Click Create Field Update.
- Enter the Name of the field update.
- Select the Module.
- Choose the Field that should be updated.
- Provide the value to be updated that must be applied.
- Save the Field Update.
Field Update Configuration
In this use case, a Field Update is created to modify the Profit Category field when the workflow rule is triggered.
Field Update Details:
- Name: Profit Category
- Module: Leads
- Field to Update: Profit Category
- New Value: High Profit
This Field Update will be used as an action inside the workflow rule.
How to create the workflow for this use case and associate this Field Update with the workflow has been covered in the following section of this post.
UI - Field Update Creation ViewCreating a Field Update via API
You can create a Field Update using the Create Field Update API available from Zoho CRM API version 8.
Request URL: {{api-domain}}/crm/v8/settings/automation/field_updates
Request Method: POST
Input JSON
{ "field_updates": [ { "name": "Profit Category ", "module": { "api_name": "Leads", "id": "5725767000000002175" }, "type": "static", "feature_type": "workflow", "field": { "api_name": "Profit_Category", "id": "5725767000008570298" }, "value": "High Profit" } ] } |
Keys explanation
Key | Explanation |
field_updates
| Holds all details to create a field update. |
name | Field Update name |
module | Specify the module details |
module.api_name | Represents the module API name. In our case, it is "Leads" module. |
module.id | Represents the System ID for the module |
type | Represents the Update type. Usually “static” for fixed-value updates. |
feature_type | Represents that this Field Update is for workflow Rules. |
field | Represents which field should be updated. |
field.api_name | Represents the field API name. |
field.id | Represents the unique ID of the field. |
value | The value to be updated |
Sample Response
{ "field_updates": [ { "code": "SUCCESS", "details": { "id": "5725767000008604002" }, "message": "field update deleted successfully", "status": "success" } ] } |
A note on the unique ID
You can add:
- You need this ID to retrieve, update, and delete the Field Update later.
Retrieve your Field Update
You can retrieve a Field Update by using the Get Field Update API. It lists all available Field Update actions available in your org.
Request URL: {{api-domain}}/crm/v8/settings/automation/field_updates/5725767000008604002
Request Method: GET
Sample Response:
Below is the sample response returned by Zoho CRM.
{ "field_updates": [ { "created_time": "2025-11-15T07:57:39-08:00", "update_type": null, "lock_status": { "locked": false }, "apply_assignment_threshold": false, "editable": true, "module": { "api_name": "Leads", "id": "5725767000000002175" }, "related_module": null, "deletable": true, "source": "crm", "type": "static", "created_by": { "name": "Patricia Boyle", "id": "5725767000000411001" }, "notify": false, "feature_type": "workflow", "modified_time": "2025-11-15T07:57:39-08:00", "field": { "api_name": "Profit_Category", "id": "5725767000008570298" }, "dependent_fields": null, "associated": false, "related_records": null, "name": "Profit Category Leads", "modified_by": { "name": "Patricia Boyle", "id": "5725767000000411001" }, "id": "5725767000008604002", "value": "High Profit" } ] } |
Note: This API helps you fetch all the details of a specific Field Update using its unique ID. Also, you can create a workflow and associate the created Field Update action using its unique ID.
Workflow Rule Configuration
Trigger:
- When a Lead is created or edited.
Condition:
- Lead Score is greater than or equal to 80.
- Lead Status is currently Not Contacted.
Actions:
- Associate the created Field Update action: High Profit
- Add a Contact Immediately tag to the record.
Workflow Rule and Field Update action via UI
Configuring Workflow and associating the Field Update actionWorkflow Rule and Field Update action via API
Create a Workflow:
You can use the Configure Workflow Rule API to create a workflow.
Associate the Field Update:
You can associate the Field Update action with the workflow by using the unique ID of the Field Update.
Retrieve the Field Update ID using the Get Field Updates API.
Request URL: {{api-domain}}/crm/v8/settings/automation/workflow_rules
Request Method: POST
Sample Input:
{ "workflow_rules": [ { . . . "execute_when": { "details": { "trigger_module": { "api_name": "Leads", "id": "5725767000000002175" }, }, "type": "create_or_edit" }, "module": { "api_name": "Leads", "id": "5725767000000002175" }, "conditions": [ { "instant_actions": { "actions": [ { "name": "Profit Category", "details": { "module": { "api_name": "Leads", "id": "5725767000000002175" } }, "id": "5725767000008604002", //associating the created Field Update with the Workflow. "type": "field_updates" }, { "name": "High Priority Deal", "details": { "module": { "api_name": "Leads", "id": "5725767000000002175" }, "over_write": false, "tags": [ { "name": "High Priority Deal", "id": "5725767000008570458", "color_code": "#63C57E" } ] }, "id": "5725767000008570470", "type": "add_tags" } ] }, "criteria": { "group_operator": "AND", "group": [ { "comparator": "greater_equal", "field": { "api_name": "Entity_Scores__s.Score", //Lead Score's API name "id": "5725767000002324045" }, "type": "value", "value": "80" }, { "comparator": "contains", "field": { "api_name": "Lead_Status", "id": "5725767000000002611" }, "type": "value", "value": "Not Contacted" } ] } } ] . . . } ] } |
For more details on Workflow Rules using APIs, refer to Kaizen #213 - Workflow APIs - Part 1, Part 2, and Part 3.
Edit your existing Field Update
You can update an existing Field Update using the Update Field Update API. To update it, use the unique ID of the Field Update in the request URL. Use Get Field Update API to get the required Field Update ID.
Request URL: {{api-domain}}/crm/v8/settings/automation/field_updates/5725767000008599001
Request Method: PUT
Input JSON
{ "field_updates": [ { "name": "Profit Category - Updated", //updated the response "field": { "api_name": "Profit_Category", "id": "5725767000008570298" }, "value": "Good Profit" //updated value } ] } |
Note:
- Only the configured modules cannot be updated using the PUT - Field Update API call. The rest of the fields can be updated.
- The updated value must be valid for the field type. For example, picklist fields accept only existing picklist options.
- After updating a Field Update, any workflow linked to it will automatically start using the updated configuration.
Delete Your Existing Field Update
You can delete an existing Field Update using the Delete Field Update API. To delete it, you must use the unique ID of the Field Update in the request URL.
If you do not know the ID, use the Get Field Update API to retrieve it.
Request URL: {{api-domain}}/crm/v8/settings/automation/field_updates/5725767000008599001
Request Method: DELETE
Sample Response:
{ "field_updates": [ { "code": "SUCCESS", "details": { "id": "5725767000008604002" }, "message": "Field update deleted successfully", "status": "success" } ] } |
Note
- You cannot delete a Field Update if it is currently associated with any Workflow, Blueprint, or Approval Process. Remove the Field Update from the workflow first, and then try deleting it.
We hope this post helps you understand how to use Field Updates through the Zoho CRM Actions API - Field Update API.
Try it out, and let us know your experience in the comments section or reach out to us at support@zohocrm.com.
Stay tuned for more insights in our upcoming Kaizen posts!
Cheers!
Workflow Rules and Actions APIs on Kaizen series:
Workflow Rules:
- Kaizen #213 - Workflow APIs - Part 1
- Kaizen #214 - Workflow APIs - Part 2
- Kaizen #215 - Workflow APIs - Part 3 - Create and Update Workflow Rules
Actions APIs:
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Subramanian K
Sticky Posts
Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes are
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Cloning a View
When I clone a View, it doesn't make a copy; it only creates a new copy with the same default fields as if I were creating a new view. What is the purpose of cloning if it doesn't bring in the same fields? Thanks RudyDoes Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Request to Update Billing Information and Payment Method
Hello, I’m using Zoho and I would like to update the billing information and change the payment card to our company card. Could you please let me know how I can do this? Thank you in advance for your help.Zoho Analytics "Esc" key problem
I frequently use the Escape (Esc) key while building dashboards, reports, and writing SQL queries. Since the recent updates to Zoho Analytics, the Esc key no longer behaves as expected. When writing SQL queries, pressing Esc to dismiss a suggestion nowZoho Analytics Filter Bug
I encountered a bug where typing the letter "A" in the drop-down filter of a table or query table causes the drop-down to close unexpectedly. For example, when typing "Today", the drop-down list closes as soon as "a" is entered. I tested this on anotherZoho CRM Kiosk question – Passing Screen Fields to a Function
I am building a Kiosk in Zoho CRM to create new Supplier (Vendors) records. Current setup: Screen 1 contains user input fields: Supplier Name (Vendor_Name) First Name (First_Name) I created a Deluge function: createSupplier(vendor_name, first_name) TheUsing Email Triggers on Zoho Flow
Hello, I'm sending the email to create the variables as this article says: https://help.zoho.com/portal/en/kb/flow/user-guide/create-a-flow/articles/email-trigger#How_email_trigger_works But the collection of the variables only seems to work when theNumber of Reopn
Hi Zoho, Is there any appropriate API call for This URL "http://support.zoho.com/api/v1/dashboards/reopenedTickets?...." what I thought is the resulting output of this call has data for number of reopen... "https://desk.zoho.com/api/v1/tickets/" + Ticket_IDCliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsHow to customize the "Placeholder Text" separately from the "Field Label" on the Booking Form?
Hi, I am currently customizing the Booking Form for one of my Workspaces in Zoho Bookings, and I need some help adjusting a custom text field. Right now, when I create a custom text field, the gray "placeholder text" inside the text box automaticallyWhat's New in Zoho Inventory | April & May 2026
Hello users, We're excited to roll out the latest Zoho Inventory updates for April and May 2026. These enhancements are designed to make your daily operations smoother and more efficient, from advanced inventory management and flexible pricing to automatedIntroducing Spotlight Forms
Hey form builders! If someone opens your form, sees the wall of fields ahead, and quietly closes the tab. It may not be because the questions were hard. It could be because the experience felt like too much. Which is why we have now introduced a new formWorkflow Assistance in Zoho CRM
Our client's sales team visits customers on-site and currently fills a physical paper form to capture customer details, and then separately re-enters the same data into Zoho CRM via the mobile app — resulting in double data entry. We want the salespersonBlueprint Not Triggering When Lead Status Is Updated by Workflow (IndiaMART Integration)
I have set up a blueprint that triggers when a lead’s status is “New Lead.” Our CRM is integrated with IndiaMART, and when leads are created from IndiaMART, their Lead Status is initially set to None. To handle this, I created a workflow that automaticallyRelated products & AI product recommendations through commerce API.
Hello Zoho team I’m looking to add related products and AI product recommendations to my Zoho Commerce webshop with custom storefront. Is this supported through the API? And if not, is this on your roadmap? Thanks in advance DavidWhy don't Zia agents support file uploads?
I am trying to build a Zia Agent that allows uploading of a PDF file and uses the GLM5 model to process it and extract information. But agents.zoho.com has no way to enable file uploads on the agent. Additionally, GLM5 based agents keep outputting theirPasting Images in Zoho Desk ignores cursor location
My team has reported an issue which started recently where when we paste an image into a new or existing reply or comment, the pasted image seems to ignore the current cursor location instead paste itself at the last character present in the reply/comment,'Pinned' notes feature of a pipeline record
Hi team, Could you please implement a feature which will allow users to pin different notes so that they will appear at the very top of the notes tab in a pipeline record. Sometimes we have a wide range of notes on a record which means more importantCanvas Detail View Related List Sorting
Hello, I am having an issue finding a way to sort a related list within a canvas detail view. I have sorted the related list on the page layout associated with the canvas view, but that does not transfer to the canvas view. What am I missing?Announcing new features in Trident for Mac (1.37.0)
Hello everyone! We’re excited to introduce the latest updates to Trident, which are designed to take workplace communication to the next level. Let’s dive into the details. Import EML archives directly into Trident. You can now import EML archives intoZia Agent activation in Zoho Desk forces new Organization creation instead of deploying to existing one
While attempting to complete the deployment and activation sequence of a new Zia Agent within our existing Zoho Desk environment, the activation process failed on the user interface, throwing a generic error (see print). However, despite the activation#10 Bill While You Sleep
A consultant is reviewing last month's work. Client meetings? Done. Deliverables? Sent. Support requests? Resolved. Then they realize something. "I have completed the work... but I haven't billed the client yet." The work was completed. The client wasTeam Module Issues?
We are testing Team Licenses for use by our Customer Service staff. I created a Teamspace called CSR and only assigned two users to this space: Administrator (me) and “Team License Test.” Team License Test is assigned to the Team User profile, with aAccess images from form submission in power automate
Images from form submission show up as links in power automate. How do I access the image data?Forms cannot be accessed.
https://forms.zoho.com/ is not available, please help to fixAssociate records via the Multi-select lookup RELATED LIST via API
In the REST API, is there a way to associate records for a multi-select lookup related list other than via the linking module? There are two methods for the lookup: 1. via insert records API 2. via the linking module ...as described in https://help.zoho.com/portal/en/community/topic/kaizen-125-manipulating-multi-select-lookup-fields-mxn-using-zoho-crm-apisProblem with CRM Connection not Refreshing Token
I've setup a connection with Zoom in the CRM. I'm using this connection to automate some registrations, so my team doesn't have to manually create them in both the CRM and Zoom. Connection works great in my function until the token expires. It does not refresh and I have to manually revoke the connection and connect it again. I've chatted with Zoho about this and after emailing me that it couldn't be done I asked for specifics on why and they responded. "The connection is CRM is not a feature toHow do I post a new question in Zoho Community forums?
Hi everyone, I’m new to the Zoho Community and I’m trying to figure out how to properly create and publish a new topic in the forum. When I visit the community page, I can’t clearly find the option like “Add Topic” or “Post Question.” Could someone guideKaizen #245 - Real Time Signal Alerts for High-Value Abandoned Checkouts
Howdy, Tech Wizards! Welcome back to another week of Kaizen. In this post, we will build a real-time abandoned checkout notification system using Stripe, Zoho CRM Functions, Sales Signals, and Widgets. When a customer abandons a high-value purchase, ZohoUnable to attach Fillable File Upload field to Merge Template ever since UI update
Ever since the new UI update, the field for Attachments for sending document for Signing in Writer has had an issue where trying to add a Fillable item in the Attachment field ends up always becoming a "Choose a File From Drive" option instead. No matterLatest updates in Zoho Meeting | An improved Analytics tab and user interface, an invite pop-up revamp, an enhanced Zoho Meeting iOS app, a recording feature in the Android app, and more
Hello everyone, We’re excited to share a few updates and enhancements in Zoho Meeting. Here's what we've been working on lately: Improved analytics for meetings, an invite pop-up revamp, a multi-video feed interface in the iOS app, a recording featureInquiry Regarding Automated Assignment of Zoho TeamInbox Messages using Zoho Flow and Deluge
Hello, Our company is currently using Zoho TeamInbox, and we are interested in automating the assignment of responsible parties using tools such as ZOHO Flow and Deluge. Is it possible to achieve this? Allow me to provide more details. Currently, whenKaizen #125 Manipulating Multi-Select Lookup fields (MxN) using Zoho CRM APIs
Hello everyone! Welcome back to another week of Kaizen. In last week's post in the Kaizen series, we discussed how subforms work in Zoho CRM and how to manipulate subform data using Zoho CRM APIs. In this post, we will discuss how to manipulate a multi-select[Bug] WebAuthn passkey registration blocked on rpIds with TLDs longer than 6 characters (.accountant, .technology, etc.) — isValidDomain regex too strict
Hi, Filing on behalf of an enterprise customer where Zoho Vault is deployed across the company. The Chrome extension blocks WebAuthn passkey registration on legitimate sites whose Relying Party ID (rpId) has a TLD longer than 6 letters. This affects everyCelebrating the businesses behind Bigin: Customer Awards 2026
Hello Biginners, We're excited to announce the very first Bigin Customer Awards! If Bigin has played a role in your organization's journey, we'd love to hear about it. Share your story for a chance to be recognized among the best Bigin users across industries.Client Script Button in Related List become invalid
Hi, I am the admin of our organization. And I setup a client script button in related list to raise payment refund request While this button become non selectable recently. I believe there is something wrong from zoho as this button had run for a year.Send Email Directly to Channel
Hi, We are coming from Slack. In Slack each channel has a unique Email address that you can send emails too. I currently forward a specific type of email from my Gmail InBox directly do this channel for Verification Codes so my team doesn't have to askZoho Desk: Auto-resizing of the "Description" textarea when creating a ticket.
I would like to suggest an improvement for Zoho Desk regarding the Auto-Height-Resizing for Description field on the “Create a Ticket” page. It would be highly beneficial if the editor supported auto-resize functionality, allowing it to adjust dynamically[URGENT] Cannot access Functions tab in CRM
Navigating to /settings/functions/myFunctions gives this error message: "Sorry, something went wrong. Please try again later." I raised this issue with Zoho Support on Monday (3 days ago) but have not heard back. I'm sure it's clear how important it isNot able to see appointements when the territory permission is activated
Hello, I created different territories to separate the various departments within the company that will be working on different projects. The issue I am currently experiencing is that when I enable territory-based permissions, I can see the work orderNext Page