Triggers & Actions

Use Zoho CRM as a trigger to kick off a workflow, or use it as an action to do something automatically in your workflow.

Triggers

No triggers available

Actions

  • Get Users

    Retrieve users from Zoho CRM based on specified parameters

  • Create User

    Add a new user to your Zoho CRM organization

  • Update User

    Update the details of an existing user in Zoho CRM

  • Delete User

    Delete a user from your Zoho CRM organization. Note: Primary contact cannot be deleted.

  • Get Users Count

    Get the total number of users in your Zoho CRM organization

  • Get Records

    Get the list of available records from a module, or get the details of a specific record with its unique record ID.

  • Insert Records

    Insert new records into a Zoho CRM module. You can insert up to 100 records in a single API call.

  • Update Records

    Update existing records in Zoho CRM modules with support for bulk operations and advanced options

  • Delete Records

    Delete records from a Zoho CRM module. Supports both single record and bulk deletion (up to 100 records per call). Uses optimized endpoints: single record deletion via /{module}/{record_id} and bulk deletion via /{module}?ids=...

  • Upsert Records

    Insert new records or update existing ones based on duplicate check fields. The system checks for duplicates and either updates existing records or creates new ones. Maximum 100 records per call.