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
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