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:
Topic Participants
Subramanian K
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 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 areKaizen #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
Issue with Creator's IF logic
Hi, I found the following code produces unexpected results: if(-1.0 < 0.0000000) { info "True"; } else { info "False"; } if(-1.0 < 0.000000) { info "True"; } else { info "False"; } The output returned is: False True However, theNeed option to send Package PDF in shipment email (Shipment PDF is missing Lot info)
Is there any way to automatically attach the Package PDF instead of (or alongside) the Shipment PDF in the notification emails? We really need this feature because the default Shipment PDF creates a blind spot for our customers. It does not display Batch/Lotzoho creator view is not present in the workspace and blank reports
Hi Support, Users who have "write" permissions keep getting this error for all of our embedded reports all of a sudden. See screen shot below: Meanwhile, my developer permissions account sees a blank screen in view and edit mode as shown in the screenshotsCustomize portal email template
Can i fetch only first name of the user in portal email template instead of the below code Hi ${User.FULL_NAME}Can't we let users decide which options they'd like to add at embed widget?
It seems embed widget DOES NOT offer a feature, where users can choose options upon subscribing plans. What Zoho has instead, is that admins have to manually create plan with options. How come no one in Zoho dev team never raised issue about usabilityReupload and rename from one field to another field (file upload)
Hi Everyone, Sorry, i have question to use invoke url for rename and reupload attachments file to another field. Tested on development mode. Zoho C6. Refer to https://www.zoho.com/creator/help/api/v2/upload-file.html look my error notification. Does anyonePrinting Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experienceI NEED TO NUMBER TO TEXT NO HERE
=NUMBERTEXT NEEEDError: View is not present in the workspace
When saving a dashboard, user receives a popup with the following error. "View is not present in the workspace" What does this mean or refer to? There is no further insight given.Dear Zoho CEO: Business Growth is about how you prioritise!
All of us in business know that when you get your priorities right, your business grows. Zoho CRM and Zoho Books are excellent products, but sadly, Zoho Inventory continues to lag behind. Just this morning, I received yet another one-sided email aboutBin Locations
Dear all, I am wondering if someone has the ability to develop the bin locations option for zoho inventory (integrated with zoho books) Regards, RyanCreate and populate a record in an instant: Introducing zero-shot field prompting to Zia's ICR
A couple of months ago, we upgraded our in-house AI image detection and validation tool, Zia Vision, with intelligent character recognition (ICR). By training Zia with sample images, you could create and enrich CRM records with data extracted from standardHow to Prevent Users From Skipping LMS Videos in Zoho People
How to Prevent Users From Skipping LMS Videos in Zoho People Hello Zoho Developers, In this blog, we will quickly look at how you can stop users from skipping or fast-forwarding videos in Zoho People LMS. Zoho People provides a feature called Disable[Integration Edition] Deluge Learning Series – Custom API with Deluge | November 2025
We’re excited to conclude this four-month Integration Edition of the Deluge Learning Series: Session 1 – Integrating Zoho Apps with Deluge Using Built-In Integration Tasks Session 2 – Integrating Zoho Apps with Deluge Using invokeURL and invokeAPI SessionTips for Organizing Workflows and Improving Team Coordination in Zoho
Hi everyone, I’m looking for some general advice on how different teams are organizing their daily work within Zoho’s apps. Our team recently expanded, and we’re trying to streamline how tasks, discussions, and documents are shared so everything staysPrevent user from viewing all records?
I have a report that is meant to be used by vendors to view only the records that are assigned to them. All the vendor information is stored in a separate application, so I need to call a function to get the current user's ID (not the zoho user ID). The report settings criteria doesn't support using function calls, so instead I'm embedding the report in an html page like this: if (thisapp.Global.CurrentUserIs("Vendor")) { personID = common.getLoggedInPersonID(); query = "Assigned_Vendor.ID="Zoho Site pages not displaying in iframes
I simply want to show a Zoho Site page inside an iframe on another non Zoho website. When testing this across many browsers, the iframe content simply does not appear. IE reports that the host does not allow their content to be displayed in iframes. Very disappointing. Is there a way around this please? Here is the URL of the page I would like to appear in an iframe. http://ips-properties-to-rent.zohosites.comZUG Meet-ups are back - Across India (December 2025)
The Zoho User Group (ZUG) meet-ups are back, and this time, we’re travelling across India to reconnect with our amazing community! From Chennai to Delhi, Bengaluru to Mumbai, we can’t wait to meet you all in person and talk everything Zoho SalesIQ, automation,Zoho Inventory as connector in Zoho Creator
Hello, It doesn't appear that Zoho Inventory is one of the many built in connectors in Zoho Creator? I see that there are non-Zoho inventory applications that have built in connectors such as Cin7, which leads me to believe that I'm missing somethingSend Zoho Forms Link using Zoho CRM Email Templates
I have set up Zoho Forms and CRM integration to pre-populate data from Zoho CRM to Zoho Forms. The setup is working fine. I have also created an email template in the Zoho CRM deals module to send Zoho forms links. So when I send an email using that templateMy go to On Load Client Script - Fast, efficient, and works for ALL profiles; Hides everything except initial fields
This is my on Load client script that I use for Create pages. I use a modified version for Edit and Display pages which you can create yourself using the same basic structure that I will give you below. First up, the script. Below that will be an explanationCustom Search using HTM+CSS Snippet
Suppose I wanted to create my own list view using HTML and CSS snippets inside a Page with a custom search input at the top of the list (not the Search snippet). Without Javascript, is there a way to retrieve a user's entry from that search input andZoho CRM Kiosk Upload Files
Hello all, We are trying out Kiosks at the moment to see where it can fit best in our business. We are still a bit off in the application but lets say we will sort this out. My question is the following - when I create a Kiosk I can add "File Upload"Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submitHas Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,Introducing Image Upload Field
Hello everyone, In this post we will discuss about the benefits and usage of the Image upload field. The field is available for standard and custom modules. Usage: This field can be used to upload a gallery of images to a record and share the record with peers or customers. The record can be made accessible to users outside of Zoho CRM via Portals, where they can upload the necessary images. Preview, editing, and deleting images: The uploaded images can be directly edited and saved from the recordTrigger a Workflow Function if an Attachment (Related List) has been added
Hello, I have a Case Module with a related list which is Attachment. I want to trigger a workflow if I added an attachment. I've seen some topics about this in zoho community that was posted few months ago and based on the answers, there is no triggerFree webinar alert on November 19 - Email driven strategies - Master personality based styles
Hello Zoho Community! Want to make email management easier, smarter, and more you? We’ve got just the session for you! Join our interactive, game-based webinar to discover how Zoho Mail adapts to your personality and work style. Learn practical hacks,AI generated meeting notes associated to Account or Deal
As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the abilitydue date on cheue
how to handle cheque in zoho books for customers and vendors including due dateConta META desativada. Problema no uso do CRM Zoho e SalesIQ.
Olá, Habilitei um número Whatsapp no SalesIQ em Agosto/2025 com sucesso. Agora concluí a configuração do Zoho CRM e ao habilitar o Whatsapp, descobri que a conta META foi desativada: Configurar CRM -> Canais -> Mensagem de negócio -> WhatsApp Você não'Statement of Accounts does not exist' error received, when creating PO using api in Zoho Inventory
Here is request json -- JSONString = { "date": "2019-09-24", "purchaseorder_number": "PO-6-1", "delivery_date": null, "delivery_org_address_id": 36221200000056XXX, "vendor_id": 362212000000564XXX, "attention": "Testing", "line_items": [{ "unit": "Pieces", "account_id": 36221200000003XXX, "quantity": 1, "item_id": 362212000000049XXX, "tax_type": "", "tax_name": "", "name": "One HD", "purchase_rate": 85, "tax_percentage": 0, "item_total": 85.00, "tax_id": "", "warehouse_id": 362212000000564XXX }] }Zoho Projects API 100 requests/2 min. Limit
Hi Requesting clarification on the API documentation. "You can invoke or call an API for 100 times in a span of two minutes. If you invoke more than 100 times, the particular API request will be locked for the next 30 minutes. " Does this limit applyIntegrate your Outlook/ Office 365 inbox with Zoho CRM via Graph API
Hello folks, In addition to the existing IMAP and POP options, you can now integrate your Outlook/Office 365 inbox with Zoho CRM via Graph API. Why did we add this option? Microsoft Graph API offers a single endpoint to access data from across Microsoft’sZoho Projects - Attachments added to Task and Bug emails are not saved
Hi Projects team, I have been experimenting with emails into projects to create tasks and bugs. I have noticed that attachments added to the emails are not saved to the task or bug. Is this normal behaviour? Thanks, AshleyZoho Inventory's latest shipping integration updates at a glance.
Hello Users, We would like to share some important news about our latest improvements in the Shipping integration capabilities of Zoho Inventory that we achieved in 2024 with some of our major integration partners in key editions across APAC, North America,Sorting a list of record acquired from the zoho.crm.searchRecords function.
This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record. As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above containsZoho Inventory Custom Field Update
Hello All, In this post I am describing how can we Update the Custom Field Value in Zoho Inventory. // Get Org ID orgid = organization.get("organization_id"); // Field Value resvp = ifnull(item.get("purchase_rate"),null); // Record ID iid = item.get("item_id");Alphabetically
How can i arrange alphabetically - (Manage Manufacturer) Field in Item MasterCan i set a default value for country and state in address field in zoho creator?
Can i set a default value for country and state in address field in zoho creator?Next Page