Read and write CRM records across ten modules with a region-bound refresh token.
Explore 62 workflow actions for Zoho CRM, including account permissions and operation limits.
22 read actions40 write actions
WORKFLOW ACTIONS
What you can configure.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Create account
Write
Create one Accounts record.
Permissions and limits
Account permissions
ZohoCRM.modules.Accounts.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create contact
Write
Create one Contacts record.
Permissions and limits
Account permissions
ZohoCRM.modules.Contacts.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create deal
Write
Create one Deals record.
Permissions and limits
Account permissions
ZohoCRM.modules.Deals.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create invoice
Write
Create one Invoices record.
Permissions and limits
Account permissions
ZohoCRM.modules.Invoices.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create lead
Write
Create one Leads record.
Permissions and limits
Account permissions
ZohoCRM.modules.Leads.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create product
Write
Create one Products record.
Permissions and limits
Account permissions
ZohoCRM.modules.Products.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create purchase-order
Write
Create one Purchase_Orders record.
Permissions and limits
Account permissions
ZohoCRM.modules.Purchase_Orders.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create quote
Write
Create one Quotes record.
Permissions and limits
Account permissions
ZohoCRM.modules.Quotes.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create sales-order
Write
Create one Sales_Orders record.
Permissions and limits
Account permissions
ZohoCRM.modules.Sales_Orders.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create vendor
Write
Create one Vendors record.
Permissions and limits
Account permissions
ZohoCRM.modules.Vendors.CREATE
Operation limits
Mandatory fields and layouts vary by Zoho organization. A lost provider response remains uncertain and is not automatically resent.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete account
Write
Move one Accounts record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Accounts.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete contact
Write
Move one Contacts record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Contacts.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete deal
Write
Move one Deals record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Deals.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete invoice
Write
Move one Invoices record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Invoices.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete lead
Write
Move one Leads record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Leads.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete product
Write
Move one Products record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Products.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete purchase-order
Write
Move one Purchase_Orders record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Purchase_Orders.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete quote
Write
Move one Quotes record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Quotes.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete sales-order
Write
Move one Sales_Orders record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Sales_Orders.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete vendor
Write
Move one Vendors record to Zoho CRM recycle bin.
Permissions and limits
Account permissions
ZohoCRM.modules.Vendors.DELETE
Operation limits
Zoho moves the record to its recycle bin. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Get account
Read
Read one Accounts record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Accounts.READ
Get contact
Read
Read one Contacts record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Contacts.READ
Get current user
Read
Read the connected Zoho CRM user.
Permissions and limits
Account permissions
ZohoCRM.users.READ
Get deal
Read
Read one Deals record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Deals.READ
Get invoice
Read
Read one Invoices record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Invoices.READ
Get lead
Read
Read one Leads record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Leads.READ
Get lead fields
Read
Read Zoho CRM field metadata for leads.
Permissions and limits
Account permissions
ZohoCRM.settings.fields.READ
Get product
Read
Read one Products record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Products.READ
Get purchase-order
Read
Read one Purchase_Orders record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Purchase_Orders.READ
Get quote
Read
Read one Quotes record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Quotes.READ
Get sales-order
Read
Read one Sales_Orders record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Sales_Orders.READ
Get vendor
Read
Read one Vendors record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Vendors.READ
List accounts
Read
Read one bounded page of Accounts records.
Permissions and limits
Account permissions
ZohoCRM.modules.Accounts.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List contacts
Read
Read one bounded page of Contacts records.
Permissions and limits
Account permissions
ZohoCRM.modules.Contacts.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List deals
Read
Read one bounded page of Deals records.
Permissions and limits
Account permissions
ZohoCRM.modules.Deals.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List invoices
Read
Read one bounded page of Invoices records.
Permissions and limits
Account permissions
ZohoCRM.modules.Invoices.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List leads
Read
Read one bounded page of Leads records.
Permissions and limits
Account permissions
ZohoCRM.modules.Leads.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List products
Read
Read one bounded page of Products records.
Permissions and limits
Account permissions
ZohoCRM.modules.Products.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List purchase-orders
Read
Read one bounded page of Purchase_Orders records.
Permissions and limits
Account permissions
ZohoCRM.modules.Purchase_Orders.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List quotes
Read
Read one bounded page of Quotes records.
Permissions and limits
Account permissions
ZohoCRM.modules.Quotes.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List sales-orders
Read
Read one bounded page of Sales_Orders records.
Permissions and limits
Account permissions
ZohoCRM.modules.Sales_Orders.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
List vendors
Read
Read one bounded page of Vendors records.
Permissions and limits
Account permissions
ZohoCRM.modules.Vendors.READ
Operation limits
Reads one page of up to 200 records. Zoho pagination beyond page 10 needs page tokens and is not supported by this operation.
Pagination: page. Check the result for additional pages; a single action may not return every record.
Update account
Write
Update one Accounts record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Accounts.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update contact
Write
Update one Contacts record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Contacts.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update deal
Write
Update one Deals record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Deals.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update invoice
Write
Update one Invoices record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Invoices.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update lead
Write
Update one Leads record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Leads.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update product
Write
Update one Products record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Products.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update purchase-order
Write
Update one Purchase_Orders record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Purchase_Orders.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update quote
Write
Update one Quotes record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Quotes.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update sales-order
Write
Update one Sales_Orders record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Sales_Orders.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update vendor
Write
Update one Vendors record by ID.
Permissions and limits
Account permissions
ZohoCRM.modules.Vendors.UPDATE
Operation limits
Zoho applies organization field and layout permissions. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert account
Write
Insert or update one Accounts record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Accounts.CREATE
ZohoCRM.modules.Accounts.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert contact
Write
Insert or update one Contacts record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Contacts.CREATE
ZohoCRM.modules.Contacts.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert deal
Write
Insert or update one Deals record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Deals.CREATE
ZohoCRM.modules.Deals.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert invoice
Write
Insert or update one Invoices record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Invoices.CREATE
ZohoCRM.modules.Invoices.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert lead
Write
Insert or update one Leads record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Leads.CREATE
ZohoCRM.modules.Leads.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert product
Write
Insert or update one Products record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Products.CREATE
ZohoCRM.modules.Products.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert purchase-order
Write
Insert or update one Purchase_Orders record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Purchase_Orders.CREATE
ZohoCRM.modules.Purchase_Orders.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert quote
Write
Insert or update one Quotes record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Quotes.CREATE
ZohoCRM.modules.Quotes.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert sales-order
Write
Insert or update one Sales_Orders record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Sales_Orders.CREATE
ZohoCRM.modules.Sales_Orders.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Upsert vendor
Write
Insert or update one Vendors record using Zoho duplicate rules.
Permissions and limits
Account permissions
ZohoCRM.modules.Vendors.CREATE
ZohoCRM.modules.Vendors.UPDATE
Operation limits
Zoho checks system-defined and organization-defined unique fields. A lost provider response remains uncertain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
SETUP
Start with a controlled test.
01Connect the intended account
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
02Review inputs and access
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
03Confirm the result
Inspect step outputs and confirm the result in Zoho CRM. A saved workflow is not a completed provider action.
CRM ยท CONNECTION
