Kaizen #29 - Parameters in Zoho CRM APIs [Part 1/2]
Hello everyone!
Welcome back to another week of Kaizen!
In this post, we will shed some light on the Parameters in Zoho CRM APIs.
What will you learn from this post?
In this post we will discuss the parameters in Get Records API. In our upcoming post, we will discuss parameters in Search Records API and other generic parameters available in Zoho CRM APIs.
Parameters in Get Records API
Parameters in Zoho CRM APIs allow you to filter records based on your needs. For instance, if you want to retrieve the records in a specific custom view, you can filter the results by adding a cvid parameter, with the unique ID of the custom view. Now, let us discuss about each parameter in detail. All the parameters that are listed below are optional.
a. fields
Use this parameter to retrieve the specific fields in the response, instead of the entire JSON file. For instance, if you want to retrieve just the Last Name and the Email ID of the Leads, you can use the fields parameter.
In the fields parameter, specify comma-separated API names of the fields that you want to retrieve.
Apart from the Get Records API, you can use this parameter in the Get Notes API.
b. sort_order & sort_by
Use these parameters to sort the records that you retrieve in either ascending or descending order. The system behaves differently, based on whether you have specified the sort_by field.
sort_order accepts the following string values:
- asc: To sort the records in ascending order.
- desc: To sort the records in descending order. This is the default value.
sort_by accepts valid module-specific filed API names.
Case 1: When you specify both sort_order and sort_by
If you specify both sort_by and sort_order field, the system sorts the records based on the value in the sort_by field in the order specified in sort_order parameter. In the screenshot below the records are sorted based on Email in descending order.
Case 2: If you specify only the sort_order
If you specify only the sort_order, the system sorts the records based on the unique ID of the record. In the screenshot below, the Leads are sorted based on "id" in ascending order.
Case 3: If you specify only the sort_by
If you specify only the sort_by, the system sorts the records based on the value in the sort_by field in descending order.
In the screenshot below, the Leads are sorted based on the value in the "No_of_Employees" field in descending order.
c. converted
Use this parameter to get the list of records based on whether they are converted or not. For instance, the Leads that were converted into Contact or Account (or) Quotes that were converted into Sales Orders or Invoices can be retrieved using this parameter.
The parameter accepts only boolean value:
- true: Retrieves converted records.
- false: Retrieves records that are not converted.
Supported Modules
Leads, Quotes
Apart from the Get Records API, you can use this parameter in the Search Records API.
d. approved
Use this parameter to retrieve the records involved in the approval process.
The parameter accepts only the boolean value:
- true: Retrieves records that are approved.
- false: Retrieves records that are still in the approval process.
Apart from the Get Records API, you can use this parameter in the Search Records API.
e. page & per_page
Use this parameter to retrieve records based on their position in the CRM. The default value for the page parameter is 1, and the per_page parameter is 200. You can retrieve a maximum of 200 records per API call.
For instance, let us assume that you need to fetch 400 records. Then, you need to make two API calls:
(i) With parameters page=1 and per_page=200
The request fetches the first 200 records in the Leads module.
(ii) With parameters page=2 and per_page=200
The request fetches records that are positioned from 201 to 400 in the Leads module.
The "more_records" key represents if there are more records present in subsequent positions in that particular module.
- true: There are more subsequent records in the module.
- false: There are no more records in the module.
Other APIs in which you can use page & per_page parameters:
f. cvid
Use this parameter to retrieve records in a custom view. Specify the unique ID of the custom view as value.
g. territory_id & include_child
Use this parameter to retrieve records in a specific territory. Specify the unique ID of the territory in the territory ID parameter, and specify whether you want to include child territories in include_child parameter.
include_child accepts only boolean value:
- true: Retrieves records in the child territory.
- false: Retrieves records only in the parent territory. This is the default value.
Note that Territory is supported only for the modules Deals, Contacts, and Accounts.
Refer to Kaizen #25 Zoho CRM API - Common Errors and Error Handling to know about the errors related to parameters.
We hope you found this post useful. Let us know your thoughts in the comment section or reach us out at support@zohocrm.com.
Cheers!
Previous 'Kaizen' - Use cases related to Record Owner
Next 'Kaizen' - Parameters in Zoho CRM APIs [Part 2/2]
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
Sneha Sridharan
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
What's New in Zoho Invoice | April – June 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach AnnexureHelp with SEO
Hi There, I have recently published a site and added some Keywords in the SEO settings. Searching Google I currently don't find my site though. When do these settings take effect? In the SEO settings there is also a section "Sitemap" I can change settings for "frequency" and "Priority" What do these settings do? Kind regardsTransform your line of items into line items: ICR can now record your table values as subform values
Enhancement in Zoho CRM Dear Customers, We hope you're well! Zia Vision’s ICR capability can now recognize, extract, and store tabulated values in your subforms. An ideal example is a university application form. It has printed fields and handwrittenAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Canvas not working
I have a canvas running. I selected it as the default for all options, but mainly want it for Portals. It isn't working. I selected Assign Canvas in both the Dtailed View and in the module itself. Nothing has happened. Any help?Data Export is forcing Creation/Modified date just like reports
The data export now forces you to select a created or modified date. There is not an All-Time option. This severely cripples the whole function of data export for audit purposes. If the data export (or reports for that matter), requires a date, thereHR Helpdesk Cases
We have Zoho One Enterprise. I'm trying to find HR Helpdesk Cases, but my UI does not match the documentation. I'm not sure how to move forward.Zoho Books Placeholder: Inventory Counts
I was hoping to figure out how to find the placeholders for inventory counts by item. We use Location based inventory tracking, so I dont know if that affects things. I want my PDF and Printed PICK LISTS to show the Quantity Available to Pick. I haveUndocumented Books API error message - 1000 - The requested action could not be completed. Please try again. | Unexpected error
This code sometimes throws this error 1000 - The requested action could not be completed. Please try again. | Unexpected error What does it mean? result = zoho.books.updateRecord("salesorders",organization.get("organization_id"),salesorder_id,sales_Reporting Tags and COGS
Is there any way to get COGS recorded against reporting tags? The use cases seems very straightforward to me. If I'm running a P/L report against a specific reporting tag (I use mine for customer type, but it could be used for regions, etc.), the revenuePlease critique my CRM design
I run a disability healthcare business with 2 business units. We run on Zoho One and are re-designing our CRM. We have developed the design concept ourselves, and I am hoping to get some critical feedback: 1) Noting that this is an early design of theCRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users
Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storageError in Batch Details Stock Reportt
I am a new user of zoho inventory. When extracting batch details stock report as of dec 2025, the report takes into account transactions that happen this year. Thus causing discrepancies when comparing with Stock Report. Is this a global error? Can zohoInvoice template, how to change the text under "Notes" and "Terms and Conditions"
In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.Zoho Commerce B2B
Hello, I have signed up for a Zoho Commerce B2B product demo but it's not clear to me how the B2B experience would look for my customers, in a couple of ways. 1) Some of my customers are on terms and some pay upfront with credit card. How do I hide/showNeed complete Zoho Commerce theme ZIP example and safe staging workflow
I want to build a complete custom Zoho Commerce storefront through Edit Code, including: • Global header and footer • Responsive homepage • Category, search and filter pages • Product cards and product-detail pages • Cart and checkout wrapper • MobileConflict with Google Sheets
While I was working on a google sheet in Firefox, I suddenly started getting an error dialog in Google sheets: "Loading issue. Troubleshoot this issue by clearing application resources". It then says to clear cookes etc. etc. which didn't help. DisablingWhat is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It stillAdd the Zoom Option to the Camera
Hi, I use the ZOHO Forms Camera so I can manage metadata, compression, etc. but this doesnt have the zoom parameter activated, so when we have photos in a tight space and want to use 0.5 for example, we can't, can this be enabled please. Thanks DanAdd Large Lists to Choice-Based Field Rules
Hi, The new Large List is good, but you can't then use the Choice-Based Field Rules with it to limit the Group Choices or Choices? Thanks DanAuto-fill from logged-in user's profile for Name Fields in Subforms
Hi, The Name field is great, but I see you can't tick the Initial Value option of "Auto-fill from logged-in user's profile" when it is on a Subform, why not? Thanks Dan[Free webinar] Creator Tech Connect – Creator product updates (Part 1), August 2026
Hello everyone, We are excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar comprised of pure technical sessions, where we dive deep into theIs there a way to show contact emails in the Account?
I know I can see the emails I have sent and received on a Contact detail view, but I want to be able to see all the emails that have been sent and received between all an Accounts Contacts on the Account Detail view. That way when I see the Account detailThe Social Wall: July 2026
Hello everyone! We're halfway through the year, and we bring to you three new updates designed to help you experiment with your content, discover your top-performing posts, and automate your engagement workflow. Instagram Trial Reels Instagram trial reelsMail Id’s backup
Dear Zoho Team, Kindly share the backup of my all mail id’s associated with Zoho account. Thanks, Saurabh Sharma +91 8851066915Recurring Events Not Appearing in "My Events" and therefore not syncing with Google Apps
We use the Google Sync functionality for our events, and it appears to have been working fine except: I've created a set of recurring events that I noticed were missing from my Google Apps calendar. Upon further research, it appears this is occurringStock Based Sort-by option in Category Pages
In a category page product with In-Stock should come in the top of the categories product list rather than out-of-stock products. No having this option is extremely disappointing, I made the initial request about 7 months ago but still not even an updateStock based sort-by option
I have more than 300 products in a category with out of stock items count of 150. The out of stock items are coming on top of the category product page list, is there a way to show the in-stock items on top of the list & move the out -of stock items inOut of Stock items showing in Commerce
I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce forCreating Email template that attaches file uploaded in specific field.
If there's a way to do this using Zoho CRM's built-in features, then this has eluded me! I'm looking to create a workflow that automatically sends an email upon execution, and that email includes an attachment uploaded in a specific field. Email templatesWhat's New in Zoho Billing | July 2026
July brings a new set of updates to Zoho Billing to make your billing operations more efficient. These include a redesigned checkout experience, expanded Hosted Payment Page capabilities, compliance improvements, enhanced reporting, and more. EnhancementsZoho CRM Community Digest - July 2026 | Part 1
Hello everyone, July is here! The first two weeks brought six CRM updates ranging from privacy-ready webforms to a significantly more powerful Layout Rules engine, two community wins worth a look (a dashboard workaround for spotting leads with no activities,Zoho CRM - Email/Message icon for Deal List View
Hi Team, My idea is to include a message icon at the start of the row of Deals when an unread message has been received. This would really help highlight the Deals where urgent action is required. Thanks for considering this request. Regards, AshleyEmail notification for followers
Is there a way to enable email notification for followers of a support ticket? ie: Ticket #123 is owned by Agent#1, Agent#2 adds themselves as a follower. Whenever ticket #123 receives an email from the customer, Agent#1 receives an email. Agent#2 wouldIntroducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childDesk Contact Name > split to First and Last name
I am new to Zoho and while setting up the Desk and Help Center, I saw that new tickets created or submitted from the Help Center used the Contact Name field. This would create a new Contact but put the person's name in the Last Name field only. The FirstVendor payment unexpectedly routed through Prepaid Expenses instead of Accounts Payable
Hello, We are investigating an unexpected accounting behavior in Zoho Books. We created vendor bills and vendor payments for two suppliers using what appears to be the same workflow, but the journal entries are different. Vendor 1 – UZ Store (works correctly)LinkedIn RSC is now live in Zoho Recruit
LinkedIn Recruiter System Connect (RSC) is here. Your Zoho Recruit data (candidates, jobs, notes, stage updates, resume attachments, and more) now syncs with LinkedIn in real time. Note: LinkedIn RSC is included with your LinkedIn Recruiter CorporateManaging Shopify Payout Balances in Zoho Books
I am recording my Shopify orders as Invoices and once Shopify credits my bank account I reconcile the payout to the specific invoices and create a new transaction to account for the Shopify Merchant Fee. That is fairly straightforward to me. How shouldCharging for WhatsApp replies starting in October 2026
Meta has announced that it will charge for reply messages on WhatsApp starting October 1, 2026, and the free 24-hour window will no longer exist. How will Zoho SalesIQ handle this billing? https://developers.facebook.com/documentation/business-messaNext Page