Kaizen 213 - Workflow APIs - Part 1
If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track, and much more. But until now, you could not manage them via APIs. That changes with the release of Workflow APIs.
In this series, we will work through a real-world scenario together, showing you how to transition from manually managing workflows to governing them using APIs. We’ll look at Zylker Cloud Services, an IT solutions provider trying to bring order to its growing CRM automations.
The use case: Scaling the sales process at Zylker Cloud Services
Zylker’s sales process touches multiple teams and modules like Leads, Deals, Calls, Appointments, etc. Over time, different team members created their own workflows. The result is familiar to anyone who has scaled fast:
Multiple versions of what should be the same process
Old, unused workflows still running.
Now, Zylker wants to bring structure and visibility to this automation sprawl. Their system administrators are building a custom admin dashboard to monitor and manage CRM workflows, without needing deep CRM expertise.
They want to:
Display a real-time list of all workflows with their status
Gain insights into workflow distribution across modules
Identify inactive or outdated workflows that may need cleanup.
However, the CRM UI only allows viewing one workflow at a time. There is no consolidated view to see all workflows, their triggers, and their status across modules. That makes auditing and governance tedious and error-prone, especially at scale.
This is exactly what the Workflow APIs solve. With this, they can:
Audit all existing workflows.
Review how and when they trigger.
Identify which modules and actions are supported before creating new rules or updating existing ones.
Update existing rules and create new rules.
Delete the rules that are no longer needed.
You can not build a dynamic admin dashboard or an automated audit system for Workflows through just clicks. But you can do this now, with Workflow APIs.
STEP 1: Discover and audit existing workflows
Before changing anything, we need to understand what we are working with. How many workflows do we have? What do they do? How many more can we create?
To get a complete inventory of Workflow rules, we can use the GET Workflow Rules API. This API returns a list of all the Workflow Rules configured for the CRM account.
Sample Request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules
This initial audit acts like a master list, giving us an overall picture. It helps understand the scope of the automation landscape and identify obvious redundancies, like multiple workflows with similar names or purposes.
Sample Response:
{ "workflow_rules": [ { "created_time": "2024-01-15T14:20:30+05:30", "execute_when": { "details": { "trigger_module": { "api_name": "Deals", "id": "4876876000000002181" }, "repeat": false }, "type": "create_or_edit" }, "editable": true, "module": { "api_name": "Deals", "id": "4876876000000002181" }, "deprecated": false, "deletable": true, "description": "Alert VP of Sales for high-value opportunities", "source": "crm", "created_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "last_executed_time": null, "modified_time": "2024-01-23T12:23:12+05:30", "name": "VP Alert - High Value Deal", "modified_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "lock": { "locked_by": null, "message": null, "status": false }, "id": "4876876000016390024", "category": "default", "conditions": [ { "sequence_number": 1, "instant_actions": { "actions": [ { "related_details": null, "name": "VP notified", "details": { "module": { "api_name": "Deals", "id": "4876876000000002181" } }, "id": "4876876000016390063", "type": "field_updates" }, { "related_details": { "best_time": true }, "name": "High value deal alert", "id": "4876876000016390015", "type": "email_notifications" } ] }, "scheduled_actions": [ { "execute_after": { "period": "business_days", "unit": 1 }, "id": "4876876000016390074", "actions": [ { "related_details": null, "name": "Confirm VP follow-up", "id": "4876876000016390067", "type": "tasks" } ] } ], "criteria_details": { "relational_criteria": { "module_selection": null, "criteria": null, "module": null }, "criteria": { "group_operator": "AND", "group": [ { "comparator": "equal", "field": { "api_name": "Amount", "id": "4876876000000002557" }, "type": "value", "value": "50000" }, { "comparator": "equal", "field": { "api_name": "Stage", "id": "4876876000000002565" }, "type": "value", "value": "Negotiation/Review" } ] } }, "id": "4876876000016390025" } ], "status": { "active": true } }, { "id": "4876876000012015001", "name": "Lead Assignment - North Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T11:56:20+05:30" // ... other keys omitted for brevity }, { "id": "4876876000012020001", "name": "Lead Assignment - South Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T10:30:15+05:30" // ... other keys omitted for brevity } // ... additional workflows ], "info": { "per_page": 200, "count": 71, "page": 1, "more_records": false } } |
The response gives us a comprehensive overview of all configured workflows. For each rule, we get the metadata including its unique ID, name, description, the module it operates on, its activation status, and details about when it triggers. We also get audit information like creation timestamps and which user made changes.
Working with large results
When you have hundreds of workflows, pagination helps. The response includes an info object with pagination details:
count: The number of workflows on the current page
per_page: The maximum number of records per page (default and max is 200)
page: The current page number
more_records: Indicates if there are additional records to fetch.
If the more_records key is true, we can retrieve the next page by using the page parameter in the request.
While getting all workflows gives you the big picture, we may often want to focus on specific areas. This API offers several parameters to narrow down our search:
Parameter type | Description |
module | Filters workflows by the primary module they operate on. |
trigger_module | Filters by related modules that can trigger workflows. Use this when you want workflows that are triggered by changes in related records. |
execute_on | Filters by the specific action that triggers the workflow. |
status_active | Filters by activation status to see only active or inactive workflows. Useful for audits and cleanup operations. |
filter | Searches workflows by name using a JSON filter. |
page | Specifies which page of results to return. Use this for pagination when you have a large number of workflows. |
per_page | Limits the number of workflows returned per page. The default and maximum value is 200. |
sort_by | Sorts the workflows based on a specific field. The only supported value is modified_time. |
sort_order | Sorts the workflows in ascending (asc) or descending (desc) order. |
include_inner_details | Includes the inner details like conditions and actions of the workflows in the response. |
For example, to find all active lead workflows containing "Assignment" in their name, use:
Here is the API-call-ready version of the same, after URL encoding the filter value:
Now, if you inspect the response closely, you can see that we have two similar workflows: "Lead Assignment - North Region" and "Lead Assignment - South Region." And there is also an older workflow named "VP Alert - High Value Deal."
This workflow was created almost a year ago by a former team member, and it has not been modified for a long time. Is it still relevant? What exactly does it do? What criteria define a "high-value deal," and who exactly gets notified?
To answer these questions and understand the workflow's complete logic, we must examine it closely using the Get a Workflow API. This API returns the full configuration including all conditions, criteria thresholds, and specific actions for an individual workflow.
STEP 2: Inspect a single workflow using Get a Workflow API
Sample Request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules/4876876000016390024
Here, 4876876000016390024 is the unique ID of the Workflow rule whose details we want to fetch, obtained from the response of Get all Workflows API.
Sample Response:
{ "workflow_rules": [ { "created_time": "2024-01-15T14:20:30+05:30", "execute_when": { "details": { "trigger_module": { "api_name": "Deals", "id": "4876876000000002181" }, "repeat": false }, "type": "create_or_edit" }, "editable": true, "module": { "api_name": "Deals", "id": "4876876000000002181" }, "deprecated": false, "deletable": true, "description": "Alert VP of Sales for high-value opportunities", "source": "crm", "created_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "last_executed_time": null, "modified_time": "2024-01-23T12:23:12+05:30", "name": "VP Alert - High Value Deal", "modified_by": { "name": "Matthew Mayers", "id": "4876876000001360001" }, "lock": { "locked_by": null, "message": null, "status": false }, "id": "4876876000016390024", "category": "default", "conditions": [ { "sequence_number": 1, "instant_actions": { "actions": [ { "related_details": null, "name": "VP notified", "details": { "module": { "api_name": "Deals", "id": "4876876000000002181" } }, "id": "4876876000016390063", "type": "field_updates" }, { "related_details": { "best_time": true }, "name": "High value deal alert", "id": "4876876000016390015", "type": "email_notifications" } ] }, "scheduled_actions": [ { "execute_after": { "period": "business_days", "unit": 1 }, "id": "4876876000016390074", "actions": [ { "related_details": null, "name": "Confirm VP follow-up", "id": "4876876000016390067", "type": "tasks" } ] } ], "criteria_details": { "relational_criteria": { "module_selection": null, "criteria": null, "module": null }, "criteria": { "group_operator": "AND", "group": [ { "comparator": "equal", "field": { "api_name": "Amount", "id": "4876876000000002557" }, "type": "value", "value": "50000" }, { "comparator": "equal", "field": { "api_name": "Stage", "id": "4876876000000002565" }, "type": "value", "value": "Negotiation/Review" } ] } }, "id": "4876876000016390025" } ], "status": { "active": true } }, { "id": "4876876000012015001", "name": "Lead Assignment - North Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T11:56:20+05:30" // ... other keys omitted for brevity }, { "id": "4876876000012020001", "name": "Lead Assignment - South Region", "module": {"api_name": "Leads"}, "status": {"active": true}, "execute_when": {"type": "create"}, "last_executed_time": "2025-10-14T10:30:15+05:30" // ... other keys omitted for brevity } // ... additional workflows ... ], "info": { "per_page": 200, "count": 71, "page": 1, "more_records": false } } |
The detailed response gives us a complete blueprint of the workflow. We can now see the exact business logic: the workflow triggers when deals are edited and meet two specific conditions; when the amount equals exactly $50,000 AND the stage is Negotiation/Review.
More importantly, we can see all the actions that execute: an immediate field update to mark deals as "VP notified," an email notification sent at the optimal time, and a follow-up task scheduled for one business day later. Here's what is really interesting about this detail; this workflow has never actually executed, despite being active for nearly a year, because the last_executed_time is null in the response.
Now we are left with some important questions. Is that $50,000 threshold too narrow? What if a $49,000 deal is just as important? And is the VP still the right person to alert? Are there additional stakeholders who should be notified beyond just the VP? These are the type of questions you can start answering once you inspect your workflows closely.
STEP 3: Check limits and distribution
Before making any changes, we must understand our automation capacity and how workflows are distributed across the organization. The Workflow APIs provide two key endpoints for this:
1. Get Workflow limits API
This API provides a comprehensive view of your organization's workflow capacity across multiple dimensions.
Sample Request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/rules_count
Sample Response:
{ "rules_count": { "scheduled_actions_per_rule_limit": 5, "total_rules_limit": 2500, "active_rules_configured": 71, "rules_per_process_limit": 10, "total_actions_per_rule_limit": 50, "total_rules_limit_per_module": 125, "active_rules_limit": 2000, "total_rules_configured": 82, "active_rules_limit_per_module": 75 } } |
This response gives the following information:
Total Capacity: Zylker has a generous limit of 2,500 total workflows, with only 82 currently configured. This means that they are using just 3 percent of their total capacity.
Active Workflows: There are 71 active workflows, well below their 2,000 active workflow limit
Module-level Limits: Each module can support up to 125 total workflows, with 75 of those allowed to be active simultaneously.
Action Limits: Each condition in the Workflow can contain up to 50 total actions, with a maximum of five scheduled actions.
For Zylker, this is excellent news. Only 71 active workflows out of a 2,000 limit. This means we have substantial room for growth and can confidently create new workflows without worrying about capacity constraints.
2. Get module-wise counts API
This API tells you exactly how many workflow rules you have in each module. It shows both the total number of rules and how many are currently active. This helps you see where your automations are concentrated and where you might be missing opportunities.
Sample request:
GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/module_specific_count
Sample Response:
{ "module_specific_count": [ { "active_rules_configured": 2, "module": { "api_name": "Products", "id": "4876876000000002213" }, "total_rules_configured": 2 }, { "active_rules_configured": 2, "module": { "api_name": "Deals", "id": "4876876000000002181" }, "total_rules_configured": 2 }, { "active_rules_configured": 4, "module": { "api_name": "Contacts", "id": "4876876000000002179" }, "total_rules_configured": 5 }, { "active_rules_configured": 2, "module": { "api_name": "Appointments__s", "id": "4876876000002362026" }, "total_rules_configured": 3 }, { "active_rules_configured": 4, "module": { "api_name": "Calls", "id": "4876876000000033015" }, "total_rules_configured": 5 }, { "active_rules_configured": 43, "module": { "api_name": "Leads", "id": "4876876000000002175" }, "total_rules_configured": 51 }, { "active_rules_configured": 14, "module": { "api_name": "Emails", "id": "4876876000000014163" }, "total_rules_configured": 15 } ] } |
Looking at this response, we can see 43 active workflows in Leads but only two in Deals. This tells us that Zylker is heavily focused on lead management but might be missing opportunities to automate their sales process later in the pipeline.
Together, these two APIs give a complete picture of the automation capacity and distribution.
What's next: From understanding to action
Now that we have our foundation, we are ready to start building and refining.
In the next part of this Kaizen series, we will move from discovery to design. We’ll use the Workflow Configuration, Create, and Update APIs to standardize Zylker’s automation management, create new workflow rules, and update existing ones for consistency and efficiency.
We hope that you find this post on Workflow APIs useful. If you have any feedback, or if there are any pain-points that you would like us to address in our Kaizen series, please let us know in the comments, or reach out to us via support@zohocrm.com. We will be happy to help!
Until we meet again next Friday, Happy coding!
Topic Participants
Anu Abraham
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
Recent Topics
Collapsing and expanding of lists and paragraphs
hello Would you ever implement Collapsing and expanding of lists and paragraphs in zoho writer ? Best regardsSaving issue
First problem I opened a MS word file in writer. after the work is done, it does not save instantly, I waited for like 10min and it still did not save. second problem When I save a file, then file gets saved as another copy. I just did save, not saveDoes Zoho Writer have Dropdowns
I want to add a drop down field in Zoho writer. Is this possible?Fix image at bottom of a page fot automatic proposal creation
I'm working on a proposal document to automate our proposal creation process. So far it works fine, but I experience some problems with an image I want to have fixed at the bottom of the page AND above the footer. This section of the document consistsNotifications Feeds unread count?
How do I reset the unread count on feeds notifications? I've opened every notification in the list. And the count never goes to zero.Tables for Europe Datacenter customers?
It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?Zoho Finance Limitations 2.0 #3: Can't assign a Contact to a Finance Record (estimate, sales order or invoice)
If you use a business to business scenario with different contact people within the company you can't assign a finance record (estimate, invoice, etc...) to that person. Why this matters? No way to find out which person placed the order without manualRanking by group in report
Dears, I am new to Zoho Analytics and I would like to ask you guys help to creating a ranking column. Report type: Pivot Matter: I want to create a ranking column on the right of Percentage. This ranking is group by column Type, and ranking by Final Score/Percent.Zoho CRM for Everyone's NextGen UI Gets an Upgrade
Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everythingZoho Community Digest — Febrero 2026
¡Hola, comunidad! Un mes más os traemos las novedades más interesantes de Zoho para febrero de 2026, incluyendo actualizaciones de producto publicadas oficialmente, cambios de políticas y noticias del ecosistema. Pero antes de lanzarnos a las actualizaciones,Disable Zoho Contacts
We don't want to use this app... How can we disable it?Department Overview by Modified Time
We are trying to create visuals to show the work our agents do in Zoho Desk. Using Zoho Analytics how can we create a Department Overview per modified time and not ticket created time? In order for us to get an accurate view of the work our agents areFilter button in the Zoho Sheet Android App doesn't toggle on
I am a new Zoho Sheets user and experiencing a specific issue with the filter functionality in the Android mobile application. Detailed Issue Description: The filter icon appears correctly in the toolbar. Upon tapping the filter icon/button, the toggle【Zoho CRM】商談タブへのデータインポート
Zoho使用前にエクセルで管理していた商談情報を、Zoho一括管理のため、商談タブにインポートしたいのですが、お客さまの氏名だけが紐づけられませんでした。 「Zoho CRMにインポートする項目を関連付ける」のところが画像のようになっています。 （弊社では、「姓」を「★個人データ名」という項目名に変更し、フルネームを入れて使用しています。） どのようにしたら氏名をインポートできるかご存じの方がいらっしゃいましたら、ご教示いただきたく、よろしくお願いいたします。 （投稿先が間違っていましたらご指CRM Cadences recognise auto-responses
I have leads in a Cadence. I get an auto-responder reply "I'm out of the office..." Normally Cadences seems to know that isn't a real reply and keeps the lead enrolled in the cadence. However, today, Cadences has UNENROLLED a Lead who sent an auto-reponseSalesIQ Chat Notifications
I am the admin of our salesIQ implementation. About two weeks ago, I started hearing/seeing notification for ALL chats messages from monitored agents/chat participants. I don't need to see these, we have a manager who deals with this. I can't stop theHow to Create a Fixed Sliding Time Window (D-45 to D-15) in Zoho Analytics ?
Hello, I would like to create a report in Zoho Analytics based on a sliding time window between D-45 and D-15, with a fixed snapshot of that specific period. The data displayed should strictly reflect activity recorded between D-45 and D-15 only, withoutExport Zoho Books to another accounting package?
Is an export feature to Quickbooks or Accpac available (or a form that is easily imported by them)? My reasons: 1) my accountant, who prepares my corporate tax return, prefers to work with their own accounting system. If I can convert Zoho books a form that is easily importable into Quickbooks or an Accpac format, this process would be easy. 2) I don't want to keep my data in a proprietary format on the cloud somewhere without a way to easily extract it to a format that can be read my a well establishedAnchor Links in Dashboards
Hello, Our dashboards frequently have multiple sections that would be more easily skipped between using anchor links. Please consider adding an anchor link feature to the text widget? This could be done by adding an anchor link option to the text widget next to the "remove" option (see screenshot). The option would assign an ID to the <div> containing the text widget in the live dashboard. Then, the chosen ID could be linked using a traditional <a href="#link_id"> in the html section of the textIntroducing Auto-trigger for Screening Bot
Still manually sending screening tests after every application? Not anymore. With Auto-trigger for Screening Bot, screening now begins automatically. When a candidate applies for a job that has an attached assessment, Recruit checks whether the test hasSEO for your Zoho Sites Website
Join our live webinar to learn how to use Zoho Sites' SEO tools to boost your website's ranking. Our product specialist will demonstrate everything you need to know about optimizing your web pages to make them search engine friendly. Register here for free: https://www.zoho.com/sites/webinars/Importing into Multiselect Picklist
Hi, We just completed a trade show and one of the bits of information we collect is tool style. The application supplied by the show set this up as individual questions. For example, if the customer used Thick Turret and Trumpf style but not Thin Turret,New 2026 Application Themes
Love the new themes - shame you can't get a little more granular with the colours, ie 3 different colours so one for the dropdown menu background. Also, I did have our logo above the application name but it appears you can't change logo placement positionAdd line item numbers to sales order/invoice creation page
It would be really helpful if there were line numbers visible as we are creating a sales order and/or invoice. There are line numbers visible in the PDF once the sales order is created. I would like to be able to see the line numbers as I am buildingAPI to Apply Retainer invoice payment to Invoice
Hi Team, I could not find API to apply the Retainer invoice payment to existing Invoice. Can you please help ? Attaching the screenshotReconciling a month with no transactions
I'm treasurer for a small non profit cemetery association and I'm trying to reconcile a bank statement for a month that did not have any transactions. Do I skip the month entirely and go a month with transactions?push notification to Cliq when user is @mentioned in CRM notes
push notification to Cliq when user is @mentioned in CRM notes. Currently users that is @mentioned gets an email to be notified. User/s that is @mentioned should get a Cliq notification.Customize your Booking page using Zia
We’re excited to introduce an AI-based enhancement that automatically customizes your booking page effortlessly. By simply providing your business website URL, Zoho Bookings can automatically design a booking page that matches or complements your brandMultiple header in the quote table???
Hello, Is it possible in Zoho CRM to add multiple headers or sections within the Quote product table, so that when the quote is printed it shows separate sections (for example “Products” and “Services”)? To clarify, I’m asking because: This does not appearFeature Request: Render Markdown (.md) files in Zoho Cliq
Hi, We regularly share Markdown (.md) files in Zoho Cliq. However, when we open these files in Cliq, the content does not render as Markdown—it displays as plain text. This forces us to copy/paste the content into an external Markdown viewer to read itZoho Workdrive download was block by security software
Hi Team, Recently workdrive download was blocked by huorong security. Could you please advise how to put zoho workdrive as white list? every time we put "*.zohoexternal.com" or "workdrive.zohoexternal.com", the warning msg will still pop in next dowZoho mail to contacts and leads, but not to accounts?
We use the accounts tab a lot for our business because they can be linked to the sales orders. Now we want to use the mail add on to link communication of our emails to our accounts. However this is only possible for contacts and leads? It would be convenientAPI keys not showing in ZeptoMail dashboard
Hi there, I'm hoping someone can provide some assistance as support isn't replying. I am trying to configure my transactional emails, but the dashboard doesn't show any of my API details - the `div` is there but it's emtpy. Every time I click "GenerateDoes Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?
Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?Reading from and writing to Zoho Projects Custom Module with Deluge
Does anyone know if there is a way to read from and write to the Custom Modules that Zoho now supports. I would love to be able to loop through a set of data and create the entities I need to for this new custom module I'm looking to put together.How Does Knowledge Base Search and Article Recommendation Work?
Hello, I would like to understand how the Knowledge Base search engine works. Specifically, does it search based on: The article title only? The full article content? Both, the article and the content? Keywords? Tags? Also, how does the system determineZoho Books/Inventory - Restrict Items With Pricebook
Hi Zoho Team, I'm trying to address as use case where a client needs to restrict which products certain customers can purchase. I have been able to find a way to do this based on the current Zoho Books or Zoho Inventory configuation. My feature requestBest Way to Integrate Zoho Campaigns with Amazon SES Without Third-Party Tools
I am looking for the most seamless and efficient method to integrate Zoho Campaigns with Amazon SES. My goal is to avoid using any third-party automation tools like Zapier, Make, or Pabbly, and instead, leverage Zoho's native capabilities for this integration.Release Notes | January 2026
We have rolled out a set of powerful new enhancements across Zoho Vertical Studio that bring several long-awaited capabilities to your applications. These updates focus on deeper customization, smarter automation, better reporting, and improved usabilityscope for phonebridge in CRM and phonebridge API documentation
Hi I cannot find the scope to be used for phonebridge in CRM API V2 calls. I am getting OAUTH_SCOPE_MISMATCH for scope group ZohoCRM.modules.ALL,ZohoCRM.setttings.ALL Also I am not able to locate the documentation for the same, All I have is phonebridge API documentation for desk and url [ https://www.zohoapis.com/crm/v2/phonebridge/ ] from a web forum. It makes a reply and error in case of missing arguments, but scope error is returned when all arguments are provided. Regards Devel DevNext Page