Operations (sample payloads)
Main operationsCopy
Convert leadCopy
Converts a lead.
Sample Input
1{2"record_id": "3000000012345",3"data": {4"overwrite": true,5"notify_lead_owner": true,6"notify_new_entity_owner": false,7"accounts": "4000000067890",8"contacts": "5000000054321",9"assign_to": "6000000098765",10"deals": {11"campaign_source": "Email Campaign Q2 2023",12"deal_name": "Enterprise Software Upgrade",13"closing_date": "2023-09-30",14"stage": "Negotiation",15"amount": 7500016}17}18}
Sample Output
1{2"data": [3{4"Contacts": "5000000054321",5"Deals": "7000000123456",6"Accounts": "4000000067890"7}8]9}
Create specific recordCopy
Creates a new entity and inserts it into a module.
Sample Input
1{2"module_name": "Leads",3"record": [4{5"name": "Last Name",6"value": "Smith"7},8{9"name": "First Name",10"value": "John"11},12{13"name": "Email",14"value": "john.smith@example.com"15},16{17"name": "Company",18"value": "Acme Corp"19},20{21"name": "Phone",22"value": "+1 (555) 123-4567"23}24],25"trigger": [26"workflow"27]28}
Sample Output
1{2"data": [3{4"code": "SUCCESS",5"details": {6"Modified_Time": "2023-05-15T14:30:45+0000",7"Modified_By": {8"name": "John Doe",9"id": "4567890"10},11"Created_Time": "2023-05-15T14:30:45+0000",12"id": "3000000456789",13"Created_By": {14"name": "John Doe",15"id": "4567890"16}17},18"message": "Record added successfully",19"status": "success"20}21]22}
Create/Update recordsCopy
Creates new records or updates existing ones.
Sample Input
1{2"module_name": "Leads",3"records": [4[5{6"field": "Last_Name",7"value": "Smith"8},9{10"field": "First_Name",11"value": "John"12},13{14"field": "Email",15"value": "john.smith@example.com"16},17{18"field": "Company",19"value": "Acme Corp"20}21],22[23{24"field": "Last_Name",25"value": "Doe"26},27{28"field": "First_Name",29"value": "Jane"30},31{32"field": "Email",33"value": "jane.doe@example.com"34},35{36"field": "Company",37"value": "XYZ Inc"38}39]40],41"check_duplicates": [42"Email"43]44}
Sample Output
1{2"data": [3{4"code": "SUCCESS",5"action": "insert",6"details": {7"Modified_Time": "2023-05-15T14:30:45+0000",8"Modified_By": {9"name": "John Doe",10"id": "4567890"11},12"Created_Time": "2023-05-15T14:30:45+0000",13"id": "3000000001234",14"Created_By": {15"name": "John Doe",16"id": "4567890"17}18},19"message": "Record added successfully",20"status": "success"21},22{23"code": "DUPLICATE_DATA",24"duplicate_field": "Email",25"action": "update",26"details": {27"Modified_Time": "2023-05-15T14:30:46+0000",28"Modified_By": {29"name": "John Doe",30"id": "4567890"31},32"Created_Time": "2023-05-10T09:15:30+0000",33"id": "3000000005678",34"Created_By": {35"name": "Jane Smith",36"id": "1234567"37}38},39"message": "Record updated successfully",40"status": "success"41}42]43}
Delete recordsCopy
Deletes one or a list of records.
Sample Input
1{2"module_name": "Contacts",3"ids": [4"3000000001234",5"3000000005678",6"3000000009012"7]8}
Sample Output
1{2"data": [3{4"code": "SUCCESS",5"details": {6"id": "3000000001234"7},8"message": "record deleted",9"status": "success"10},11{12"code": "SUCCESS",13"details": {14"id": "3000000005678"15},16"message": "record deleted",17"status": "success"18},19{20"code": "INVALID_DATA",21"details": {22"id": "3000000009012"23},24"message": "Record does not exist",25"status": "error"26}27]28}
Get organizationCopy
Gets information about the current organization
Sample Input
1{}
Sample Output
1{2"org": [3{4"zia_portal_id": "12345",5"zip": "94105",6"mobile": "+1 (415) 555-1234",7"street": "123 Main St",8"license_details": {9"paid_expiry": false,10"users_license_purchased": 50,11"trial_type": "PROFESSIONAL",12"trial_expiry": false,13"paid": true,14"paid_type": "ANNUAL"15},16"currency_symbol": "$",17"iso_code": "USD",18"zgid": "67890",19"currency_locale": "en_US",20"photo_id": "abcdef123456",21"city": "San Francisco",22"company_name": "Acme Corporation",23"phone": "+1 (415) 555-5678",24"alias": "acme",25"currency": "USD",26"state": "CA",27"primary_zuid": "zuid123456",28"country_code": "US",29"country": "United States",30"privacy_settings": true,31"gapps_enabled": true,32"website": "https://www.acmecorp.com",33"id": "org123456",34"mc_status": true,35"description": "Leading provider of innovative solutions",36"fax": "+1 (415) 555-9876",37"employee_count": "1000-5000",38"time_zone": "America/Los_Angeles",39"primary_email": "info@acmecorp.com"40}41]42}
Get recordCopy
Returns information about a record.
Sample Input
1{2"module_name": "Leads",3"record_id": "3872984000000321001"4}
Sample Output
1{2"data": [3{4"Mobile": null,5"$currency_symbol": "$",6"$process_flow": false,7"$converted_detail": {},8"Street": null,9"Modified_Time": "2023-05-15T14:30:00+0000",10"Created_Time": "2023-05-10T09:15:00+0000",11"Skype_ID": null,12"$approval": {13"delegate": false,14"approve": false,15"reject": false,16"resubmit": false17},18"$editable": true,19"Zip_Code": null,20"City": null,21"Modified_By": {22"name": "John Doe",23"id": "3872984000000185001"24},25"Created_By": {26"name": "Jane Smith",27"id": "3872984000000185002"28},29"Phone": null,30"$converted": false,31"State": null,32"Secondary_Email": null,33"Twitter": null,34"Owner": {35"name": "Jane Smith",36"id": "3872984000000185002"37},38"Last_Activity_Time": null,39"$followed": true,40"Last_Name": "Johnson",41"Lead_Status": null,42"Country": null,43"Designation": null,44"Salutation": null,45"First_Name": null,46"Tag": [],47"Website": null,48"No_of_Employees": 50,49"id": "3872984000000321001",50"Full_Name": "Johnson",51"$approved": true,52"Annual_Revenue": 1000000,53"Email": null,54"Description": null,55"Company": null,56"Rating": null,57"Fax": null,58"Industry": null,59"Lead_Source": null,60"Email_Opt_Out": false61}62]63}
Get userCopy
Get a specific user using their ID
Sample Input
1{2"user_id": "3000000123456"3}
Sample Output
1{2"users": [3{4"confirm": true,5"zip": "94105",6"mobile": "+1 (415) 555-1234",7"street": "123 Main St",8"Modified_Time": "2023-05-15T14:30:00-07:00",9"country_locale": "en_US",10"created_time": "2023-01-01T09:00:00-08:00",11"date_format": "MM/dd/yyyy",12"profile": {13"name": "Sales Representative",14"id": "4000000789012"15},16"time_format": "hh:mm a",17"city": "San Francisco",18"Modified_By": {19"name": "Admin User",20"id": "3000000987654"21},22"microsoft": false,23"created_by": {24"name": "System",25"id": "3000000000001"26},27"phone": "+1 (415) 555-5678",28"alias": "jsmith",29"state": "CA",30"status": "active",31"offset": -7,32"last_name": "Smith",33"role": {34"name": "Sales",35"id": "5000000123456"36},37"zuid": "12345678",38"country": "United States",39"dob": "1985-06-15",40"territories": [41"West Coast",42"Pacific Northwest"43],44"language": "English",45"locale": "en_US",46"first_name": "John",47"website": "https://www.example.com",48"id": "3000000123456",49"full_name": "John Smith",50"email": "john.smith@example.com",51"Isonline": true,52"fax": "+1 (415) 555-9876",53"time_zone": "America/Los_Angeles"54}55]56}
List recordsCopy
Returns the list available records from a module.
Sample Input
1{2"module_name": "Leads",3"fields": [4"First_Name",5"Last_Name",6"Email",7"Company",8"Phone"9],10"sort_by": "Created_Time",11"sort_order": "desc",12"converted": "false",13"approved": "both",14"page": 1,15"per_page": 10016}
Sample Output
1{2"data": [3{4"First_Name": "John",5"Last_Name": "Doe",6"Email": "john.doe@example.com",7"Company": "Acme Corp",8"Phone": "+1 (555) 123-4567",9"id": "3000000001234",10"Owner": {11"name": "Jane Smith",12"id": "3000000004321"13},14"Created_Time": "2023-04-15T10:30:00+0000",15"Modified_Time": "2023-04-15T10:30:00+0000",16"$currency_symbol": "$",17"$process_flow": false,18"$converted": false,19"$approved": true,20"$editable": true,21"$followed": false,22"Email_Opt_Out": false,23"Tag": []24},25{26"First_Name": "Alice",27"Last_Name": "Johnson",28"Email": "alice.johnson@example.com",29"Company": "Tech Innovations",30"Phone": "+1 (555) 987-6543",31"id": "3000000001235",32"Owner": {33"name": "Bob Williams",34"id": "3000000004322"35},36"Created_Time": "2023-04-14T15:45:00+0000",37"Modified_Time": "2023-04-14T15:45:00+0000",38"$currency_symbol": "$",39"$process_flow": false,40"$converted": false,41"$approved": true,42"$editable": true,43"$followed": true,44"Email_Opt_Out": false,45"Tag": [46"Potential",47"Follow-up"48]49}50],51"info": {52"per_page": 100,53"count": 2,54"page": 1,55"more_records": false56}57}
List usersCopy
List / filter users found in Zoho account
Sample Input
1{2"user_type": "ActiveUsers",3"page": "1",4"per_page": "50"5}
Sample Output
1{2"users": [3{4"confirm": true,5"zip": null,6"mobile": null,7"street": null,8"Modified_Time": "2023-05-15T10:30:00Z",9"country_locale": "en_US",10"created_time": "2023-01-01T09:00:00Z",11"date_format": "MM/dd/yyyy",12"profile": {13"name": "Sales Representative",14"id": "67890"15},16"time_format": "hh:mm a",17"theme": {18"normal_tab": {19"font_color": "#000000",20"background": "#FFFFFF"21},22"selected_tab": {23"font_color": "#FFFFFF",24"background": "#4A90E2"25},26"new_background": null,27"background": "#F2F2F2",28"screen": "normal",29"type": "custom"30},31"customize_info": {32"notes_desc": null,33"show_right_panel": null,34"bc_view": null,35"show_home": true,36"show_detail_view": true,37"unpin_recent_item": null38},39"name_format": "Salutation,First Name,Last Name",40"city": null,41"Modified_By": {42"name": "Admin User",43"id": "12345"44},45"microsoft": false,46"created_by": {47"name": "Admin User",48"id": "12345"49},50"phone": null,51"personal_account": false,52"alias": null,53"state": null,54"status": "active",55"offset": 5.5,56"last_name": "Smith",57"role": {58"name": "Sales",59"id": "54321"60},61"zuid": "51234567890",62"country": null,63"default_tab_group": "Leads",64"dob": null,65"decimal_separator": ".",66"signature": null,67"territories": [],68"language": "en_US",69"locale": "en_US",70"first_name": "John",71"website": null,72"id": "98765432",73"full_name": "John Smith",74"email": "john.smith@example.com",75"Isonline": true,76"fax": null,77"time_zone": "America/New_York"78}79],80"info": {81"per_page": 50,82"count": 1,83"page": 1,84"more_records": false85}86}
Search recordsCopy
Returns a list of records matching the search criteria.
Sample Input
1{2"module_name": "Leads",3"query": {4"criteria_list": [5{6"field_name": "Email",7"field_value": "example.com",8"condition": "ends_with"9},10{11"field_name": "Annual_Revenue",12"field_value": "1000000",13"condition": "greater_than"14}15]16},17"per_page": 50,18"page": 119}
Sample Output
1{2"data": [3{4"Mobile": null,5"$currency_symbol": "$",6"$process_flow": false,7"$converted_detail": {},8"Street": null,9"Modified_Time": "2023-05-15T14:30:22-07:00",10"Created_Time": "2023-05-10T09:15:43-07:00",11"Skype_ID": null,12"$approval": {13"delegate": false,14"approve": false,15"reject": false,16"resubmit": false17},18"$editable": true,19"Zip_Code": null,20"City": null,21"Modified_By": {22"name": "John Doe",23"id": "3000000000001"24},25"Created_By": {26"name": "Jane Smith",27"id": "3000000000002"28},29"Phone": null,30"$converted": false,31"State": null,32"Secondary_Email": null,33"Twitter": null,34"Owner": {35"name": "Alice Johnson",36"id": "3000000000003"37},38"Last_Activity_Time": null,39"$followed": true,40"Last_Name": "Brown",41"Lead_Status": null,42"Country": null,43"Designation": null,44"Salutation": null,45"First_Name": "Robert",46"Tag": [],47"Website": null,48"No_of_Employees": 500,49"id": "3000000000004",50"Full_Name": "Robert Brown",51"$approved": true,52"Annual_Revenue": 2500000,53"Email": "robert.brown@example.com",54"Description": null,55"Company": null,56"Rating": null,57"Fax": null,58"Industry": null,59"Lead_Source": null,60"Email_Opt_Out": false61}62],63"info": {64"per_page": 50,65"count": 1,66"page": 1,67"more_records": false68}69}
Update recordsCopy
Updates existing record.
Sample Input
1{2"module_name": "Contacts",3"records": [4{5"record_id": "3890876000000410001",6"properties2": [7{8"field": "Last_Name",9"value": "Smith"10},11{12"field": "Email",13"value": "john.smith@example.com"14},15{16"field": "Phone",17"value": "+1 (555) 123-4567"18}19]20},21{22"record_id": "3890876000000410002",23"properties2": [24{25"field": "First_Name",26"value": "Jane"27},28{29"field": "Title",30"value": "Marketing Manager"31}32]33}34],35"check_duplicates": [36"Email",37"Phone"38]39}
Sample Output
1{2"data": [3{4"code": "SUCCESS",5"details": {6"Modified_Time": "2023-05-15T14:30:45+0000",7"Modified_By": {8"name": "John Doe",9"id": "3890876000000410003"10},11"Created_Time": "2023-05-10T09:15:30+0000",12"id": "3890876000000410001",13"Created_By": {14"name": "Jane Smith",15"id": "3890876000000410004"16}17},18"message": "Record updated successfully",19"status": "success"20},21{22"code": "SUCCESS",23"details": {24"Modified_Time": "2023-05-15T14:30:46+0000",25"Modified_By": {26"name": "John Doe",27"id": "3890876000000410003"28},29"Created_Time": "2023-05-11T11:20:15+0000",30"id": "3890876000000410002",31"Created_By": {32"name": "Jane Smith",33"id": "3890876000000410004"34}35},36"message": "Record updated successfully",37"status": "success"38}39]40}
Update specific recordCopy
Updates information about a specific record.
Sample Input
1{2"module_name": "Contacts",3"record_id": "3000000001234",4"record": [5{6"name": "First Name",7"value": "John"8},9{10"name": "Last Name",11"value": "Doe"12},13{14"name": "Email",15"value": "johndoe@example.com"16},17{18"name": "Phone",19"value": "+1 (555) 123-4567"20}21],22"trigger": [23"workflow"24]25}
Sample Output
1{2"data": [3{4"code": "SUCCESS",5"details": {6"Modified_Time": "2023-05-15T14:30:45+0000",7"Modified_By": {8"name": "Jane Smith",9"id": "3000000001235"10},11"Created_Time": "2023-05-10T09:15:30+0000",12"id": "3000000001234",13"Created_By": {14"name": "John Doe",15"id": "3000000001236"16}17},18"message": "Record updated successfully",19"status": "success"20}21]22}
DDL operationsCopy
List convertable modules (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Checks if the user can convert a record in the current module.
Sample Input
1{}
Sample Output
1{2"convertable_modules": [3{4"module": "Leads",5"convertable": true6},7{8"module": "Contacts",9"convertable": false10},11{12"module": "Accounts",13"convertable": false14},15{16"module": "Deals",17"convertable": true18}19]20}
List creatable modules (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Checks if the user can create a record in the current module.
Sample Input
1{}
Sample Output
1{2"modules": [3{4"api_name": "Leads",5"singular_label": "Lead",6"plural_label": "Leads"7},8{9"api_name": "Contacts",10"singular_label": "Contact",11"plural_label": "Contacts"12},13{14"api_name": "Accounts",15"singular_label": "Account",16"plural_label": "Accounts"17},18{19"api_name": "Deals",20"singular_label": "Deal",21"plural_label": "Deals"22},23{24"api_name": "Tasks",25"singular_label": "Task",26"plural_label": "Tasks"27}28]29}
List deletable modules (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Checks if the user can delete a record in the current module.
Sample Input
1{}
Sample Output
1{2"modules": [3{4"api_name": "Leads",5"plural_label": "Leads",6"singular_label": "Lead"7},8{9"api_name": "Contacts",10"plural_label": "Contacts",11"singular_label": "Contact"12},13{14"api_name": "Accounts",15"plural_label": "Accounts",16"singular_label": "Account"17},18{19"api_name": "Deals",20"plural_label": "Deals",21"singular_label": "Deal"22}23]24}
List fields (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Retrieves the field meta data for the specified module. The fields displayed are from all layouts for the module and the response does not contain layout-specific fields like mandatory fields or picklist values.
Sample Input
1{2"module_name": "Contacts"3}
Sample Output
1{2"fields": [3{4"api_name": "Last_Name",5"data_type": "string",6"length": 80,7"required": true,8"field_label": "Last Name",9"read_only": false10},11{12"api_name": "First_Name",13"data_type": "string",14"length": 40,15"required": false,16"field_label": "First Name",17"read_only": false18},19{20"api_name": "Email",21"data_type": "email",22"length": 100,23"required": false,24"field_label": "Email",25"read_only": false26},27{28"api_name": "Phone",29"data_type": "phone",30"length": 50,31"required": false,32"field_label": "Phone",33"read_only": false34},35{36"api_name": "Account_Name",37"data_type": "lookup",38"length": 120,39"required": false,40"field_label": "Account Name",41"read_only": false42}43]44}
List record IDs (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
A DDL for selecting individual records.
Sample Input
1{2"module_name": "Contacts"3}
Sample Output
1{2"result": [3{4"text": "John Doe",5"value": "3890000000007001"6},7{8"text": "Jane Smith",9"value": "3890000000007002"10},11{12"text": "Mike Johnson",13"value": "3890000000007003"14}15]16}
List upsertable modules (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Checks if the user can create a record in the current module.
Sample Input
1{}
Sample Output
1{2"modules": [3{4"api_name": "Leads",5"plural_label": "Leads",6"singular_label": "Lead"7},8{9"api_name": "Contacts",10"plural_label": "Contacts",11"singular_label": "Contact"12},13{14"api_name": "Accounts",15"plural_label": "Accounts",16"singular_label": "Account"17},18{19"api_name": "Deals",20"plural_label": "Deals",21"singular_label": "Deal"22}23]24}
List viewable modules (DDL)Copy
Note that DDL operations can only be called directly by Connectors API, or when using CustomJS in the Embedded solution editor for e.g. DDL-dependent data mapping
Checks if the user can view a record in the current module.
Sample Input
1{}
Sample Output
1{2"modules": [3{4"api_name": "Leads",5"singular_label": "Lead",6"plural_label": "Leads"7},8{9"api_name": "Contacts",10"singular_label": "Contact",11"plural_label": "Contacts"12},13{14"api_name": "Accounts",15"singular_label": "Account",16"plural_label": "Accounts"17},18{19"api_name": "Deals",20"singular_label": "Deal",21"plural_label": "Deals"22},23{24"api_name": "Tasks",25"singular_label": "Task",26"plural_label": "Tasks"27}28]29}