CRM Tasks
Get Organization Information
This guide will help you with the following: 1. Syntax 2. Example 3. Response Format You can fetch the details about the organization associated with your account using the zoho.crm.invokeConnector() deluge task. Syntax <Response> = ...
Get All Module Metadata
This guide will help you with the following: 1. Syntax 2. Example 3. Response Format You can get the metadata of all the modules using the zoho.crm.invokeConnector() deluge task. Syntax <Response> = ...
Get Module Metadata
This guide will help you with the following: 1. Syntax 2. Example 3. Response Format You can get a particular module's metadata using the zoho.crm.invokeConnector() deluge task. Syntax <Response> = ...
Get Organization Variable
This guide will help you with the following: 1. Syntax 2. Example 3. Response Format You can fetch the value of a custom variable (Custom Properties in Extension and Org Settings in Vertical Solution) using ...
Set Organization Variable
This guide will help you with the following: 1. Syntax 2. Example 3. Response Format You can set the value of a custom variable (Custom Properties in Extension and Org Settings in Vertical Solution) using ...
Invoke Connector Task
This guide will help you with the following: 1. Syntax 2. Example After a connector is published and associated with an extension or vertical solution, it can be invoked whenever necessary. You can invoke a connector using a custom ...
Get User Data
This guide will help you with the following: Syntax Example Response Format Additional Example Round Robin Assignment The details about the users of an extension or vertical solution can be fetched using the zoho.crm.getRecords() deluge task. ...
Delete Records
This guide will help you with the following: 1. Syntax 2. Example 3. Response Format You can delete a record in an extension or vertical solution using the zoho.crm.invokeConnector() deluge task. Syntax <Response> = ...
Updating Records
This guide will help you with the following: Syntax Example Response Format Additional Examples You can update a record of a module in an Extension or Vertical Solution using the zoho.crm.updateRecord() deluge task. Syntax <Response> = ...
Searching Records
This guide will help you with the following: Syntax Example Response Format You can search records of a module in Extensions and Vertical Solutions using the zoho.crm.searchRecords() deluge task. Syntax <Response> = zoho.crm.searchRecords(<module ...
Getting Related Records
This guide will help you with the following: Syntax Example Response Format You can fetch related information (Notes, Tasks, Contacts, etc.) about a record in an Extension or Vertical Solution using the zoho.crm.getRelatedRecords() deluge task. ...
Getting Record by ID
This guide will help you with the following: Syntax Example Response Format Every record created in an Extensions or Vertical Solution has a unique ID. If you know a record's ID, you can pull all of its information by using ...
Fetching Records
This guide will help you with the following: Syntax Example Response Format You can fetch records from a module in an Extension or Vertical Solution using the zoho.crm.getRecords() deluge task. Syntax <Response> = zoho.crm.getRecords(<module ...
Creating Records
This guide will help you with the following: Syntax Example Response Format Additional Examples Fetching ID of a record created using the zoho.crm.createRecord() task Creating a task with chosen Contact and Account lookups Creating a Lead record and ...