Actions APIs - Field Updates

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:
  1. Lead Score ≥ 80
  2. 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:
  1. Go to Setup > Automation > Actions > Field Updates.
  2. Click Create Field Update.
  3. Enter the Name of the field update.
  4. Select the Module.
  5. Choose the Field that should be updated.
  6. Provide the value to be updated that must be applied.
  7. 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:
  1. Name: Profit Category
  2. Module: Leads
  3. Field to Update: Profit Category
  4. 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 View

Creating 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:
  1. 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:
  1. When a Lead is created or edited.
Condition:
  1. Lead Score is greater than or equal to 80.
  2. Lead Status is currently Not Contacted.
Actions:
  1. Associate the created Field Update action: High Profit
  2. Add a Contact Immediately tag to the record.

Workflow Rule and Field Update action via UI

Configuring Workflow and associating the Field Update action

Workflow 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:
  1. Only the configured modules cannot be updated using the PUT - Field Update API call. The rest of the fields can be updated.
  2. The updated value must be valid for the field type. For example, picklist fields accept only existing picklist options. 
  3. 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
  1. 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!




    • Sticky Posts

    • 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 this

    • Kaizen #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 how

    • Kaizen #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

    • Kaizen #152 - Client Script Support for the new Canvas Record Forms

      Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved

      • Recent Topics

      • facing error 550 5.4.6 while sending emails

        Please help me fix this issue

      • Allow Itemization for Recurring Expenses

        For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this are largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regular

      • Zoho reply to not working. just reply to my self

        Hello. i using on my wordpress website a contact form from Wsform. i can set the reply to email there. normally it works. but since i am using your wordpress plugin zoho mail it doesn`t work. its not using the reply to (email from customer). I just can

      • Can't receive any email from other platform

        Hello,everyone, i'm just join zoho and create two email accounts for my own business. I was using it to get a verified email from stripe, but can't receive it. and I use my private gmail account to send test email twice, first time show below reply, but

      • Your Incoming has been blocked and the emails will not be fetched in your Zoho account and POP Accounts

        Can some on help me regarding our account . thank you so much

      • Zoho Creator integration with Sage 50

        Hi, Wondering if anyone has had any experience connecting Zoho to Sage 50 and could share any information on this matter. Thank you.

      • Conditional Email Forwarding

        How can I set conditional email forwarding of the users? For example: Mail should be forwarded to a address only if it comes from a particular sender. So, I want such email forwarding, which forwards mails based on particular conditions, like the incoming

      • Incoming emails not appearing in Inbox

        Hello, I have an issue with incoming emails sent from my website (domain: h2ostop.si). Emails are visible in the Sent folder, which means they are successfully sent through Zoho SMTP, but they never appear in my Inbox. Nothing arrives in Inbox, Spam,

      • Email Opt Out Question

        Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.

      • Can No Longer Access Zoho Email Accounts from iPhone or iPad Apple Mail Apps ,.

        Keeps asking for password, Says ID or password incorrect. Tried creating a new app specific password. Same result. Is this possibly related to the server maintenance. Have verified all email settings, userid and password. This has worked for years until

      • Latest update caused issue in using marathi typingzoho

        With latest update now marathi typing does Not work in zohonotebook. I preferred zoho over other because it was supporting marathi font without any distortion.. But after new update,keyborad simply does not work

      • Login verification emails never received.

        I can't login to my account. You send a verification email, but it never arrives. This is a common problem, frequently caused by some relay point out there classifying the sender as a spammer. Is there anything I can do to bypass this? Maybe get a text

      • Global lists for Multi select

        It would be great if I could select a global list to use for a multi select dropdown filed.

      • Yahoo is rejecting e-mails sent from a Zoho server

        Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes Remote-MTA: dns; mta5.am0.yahoodns.net

      • Yahoo blocks e-mail sent from Zoho servers

        Getting this for a bunch of Yahoo addresses. Do you know if some of your servers got blacklisted? Diagnostic-Code: 4.7.0 [TSS04] Messages from 136.143.169.51 temporarily deferred due to unexpected volume or user complaints - 4.16.55.1; see https://postmaster.yahooinc.com/error-codes

      • Working with dates and Function Field

        Hello friends! I'm trying to add days to a date, however the field function will always shows 00:00:00 after the resultant date. How can I display only the date, whithout the time? toDate(input.request_date.addDay(input.Prazo_acordado),"MM,d,yyyy") The code above will result something like "11-Feb-2020 00:00:00", but I want to display only "11-Feb-2020"

      • What's New in Zoho Analytics - November 2025

        We're thrilled to announce a significant update focused on expanding your data connectivity, enhancing visualization capabilities, and delivering a more powerful, intuitive, and performant analytics experience. Here’s a look at what’s new. Explore What's

      • Unable to send message;Reason:550 5.4.6 Unusual sending activity detected. Please try after sometime.

        Please help my account got blocked automatically, can you help me how to avoid it? Thanks so much

      • temporary system errorlouis

        J'essaye d'envoyer des mails avec mes 2 adresses mail qe nous avons sur le compte arthur@lepunch.fr et louis@lepunch.fr mais j'ai toujours le message temporaire system error, je reçois les mails mais impossible d'en envoyer a qui que ce soit

      • How to Cancel/Delete Queued Mail Merge?

        Hi. I just tried to do a mail merge before realizing there's a limit on number of sends. I accidentally sent one of my lists twice, and all of those emails are currently queued. Is there any way to cancel or delete a queued mail merge? Would love to be

      • SOLVED: Stopping Multiple Invitations when sync with Google Calendar

        I wanted to share this solution as I wasn't able to find it when searching through the Zoho community and via web search. The issue: When requestor books a meeting through Zoho Bookings, the requestor receives a confirmation email from both Bookings and

      • Need to add a new admin for my domain

        Hello Zoho Support, I am the owner of the domain localeistanbul.com. The current super admin account (admin@localeistanbul.com) is not accessible. I do not want to reset or delete the existing account because I need to keep all existing emails. Please

      • Possible Fraud Site.

        Hello. I received a text with the sender's name as zoho, claiming that my account was at risk and that I should sign in at https://verify.zohomails.ru/signin to verify my account. I signed in on the web address above, and a few days later someone hacked

      • Zoho mail to Teaminbox

        Hello, We're searching for new mail program. Now I'm testing a bit with zoho mail and team inbox. My findings in the research: Pop mail throught zoho mail is almost instant. Any pop or imap via external provider takes a couple minutes to 15 minutes before

      • Crear tarea CRM con recordatorio desde Zoho Flow

        Hola, estoy intentando crear desde Zoho Flow una tarea en CRM. Lo he logrado hacer pero sin recordatorio, ya que no se como se debe escribir el string adecuado. He probado varias alternativas, pero ninguna me funcionó hasta ahora. - FREQ=NONE;ACTION=EMAIL;TRIGGER=DATE-TIME:${FechaVto}

      • Inquiry 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, when

      • Multiple clients in one project

        Hi team, What is the possibility to have more than one client to be linked for one project in the Zoho Books? Our business model is to have a project, and this project have expenses/bills, as well, we issue invoices for this same project to several customers.

      • Upgrade Zoho Desk Agent-Side Answer Bot to GenAI

        Hello Zoho Desk Team, We hope you're doing well. Following the recent announcements and rollout of the GenAI-based Answer Bot in Zoho SalesIQ (Nova '25), we’d like to formally request a similar upgrade for the Answer Bot used by agents inside Zoho Desk.

      • Marketers' Space: The importance of warming up your sender domain

        Hello Marketers, Welcome back to yet another post! Today, we'll talk about why warming up your sender domain matters. Imagine you've recently started a business and want to share the news with your customers. You've designed a great email campaign using

      • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

        A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI

      • Search Just Got Smarter in Notebook

        Hello there! Introducing Our New & Improved Search Experience! We heard your feedback! Many of you shared that our previous search had some challenges like • Inconsistent results across different clients • Limited accuracy in finding the right content

      • Zoho Desk app update - AI Integration for IM Chats

        Hello everyone! We have now introduced AI integration for IM Chats within the Zoho Desk mobile app. To access the feature, please enable the 'Generative AI' settings on the desktop site(desk.zoho.com). Please refer to the help link attached below: Zoho

      • Open A.I assistant Connect with Zoho Desk instant Message Conversations

        I would like to know how do I connect my instant messenger in Zoho desk with my Open A.I Gpt Assistant. this is very easy to setup using the Salesiq Zobot but when it comes to Zoho Desk i cannot figure how to make the connection. Ideal workflow Customers

      • Cannot upgrade subscription plan due to payment error message

        Hi Zoho team, This is to request support on an issue I am facing during an upgrade I am trying to make to our company's yearly Zoho subscription. I am trying to add 3 more license to my plan and during the payment phase I get the below error as in the

      • Enhancing Zia's service with better contextual responses and article generation

        Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while

      • Zoho Desk app update: AI powered features

        Hello everyone! We’ve introduced various AI-powered services on the Zoho Desk app. Let's take a look at what's new. Generate Content: Generate Content uses AI to formulate responses based on the your query and provides a ready-to-use reply which can be

      • Bulk update Archived Ticket

        Dear All We would like to update the "Category" values to the new filed. We found the archived Ticket seems to be don't support the bulk action. Do we have any way to update it. Finally, we would to generate a report for our ticket system. Regards I

      • Channel Configuration and Default Channels

        There are some of the default fields that cannot be removed or changed. Examples are the social media ones, such as Facebook. It would be nice to be able to remove these fields as it would be confusing if someone selected this but it's not configure

      • Delay function execute

        I've got a workflow which uses a webhook to send information to Flow, which in return updates a record in Creator. Problem is, by the time this has executed, the rest of my script has run and can't find the (yet to be) updated info in the record. Is there

      • Support www.camcard.com

        Hi, Is it possible CRM Zoho have integrations with https://camcard.com/? Thanks Br, Andy

      • Next Page