What's New in V6?
New APIs
Fields
In version 6, we have expanded your module customization capabilities with the introduction of new methods in the Fields API. Users can now Create, Update, and Delete custom fields using APIs. Create diverse custom fields – from simple text boxes to intricate multi-select picklists and image uploads – all through the power of APIs.
Unsubscribe Links
In this latest release, we are introducing the Unsubscribe Links API, placing customer control at your fingertips. This API allows you to Create, Update, and Delete Unsubscribe links, as well as fetch their details and retrieve association information for each link. Whether you choose to embed these links directly into your email templates or host them on custom pages, the Unsubscribe Links API empowers you to provide customers with a straightforward method to manage their communication preferences.
Merge Records
The Find and Merge tool available in the UI, lets users to discover and merge duplicate records seamlessly. You can now perform the Merge action using our Merge API. This API enables users to merge up to three records and delete the duplicate entries, providing a powerful solution for duplicate record management. With the Merge API, you can select which fields should be retained from each of the three records, ensuring precise control over the merging process.
For records with more than 1000 child records in any of their related lists, the merge job will be performed asynchronously, and a merge job will be scheduled. You can fetch the status of the merge job using Get Records Merge Status API. Merge API is supported for Leads, Contacts, Accounts, Deals, Vendors, and Custom modules.
Get Related Records of a Deleted Record
Use the Get Related Records of a Deleted Record API to retrieve related records associated with a deleted record, specifically those created through lookup relationships. This API is applicable when the parent record is not permanently deleted and remains in the Recycle Bin.
You can use this API to fetch related records from independent modules, such as Products and Campaigns, where relationships are established through lookup. For instance, if you have a deleted record in the Leads module with several related records, you can retrieve them using this API only if the parent record is still in the Recycle Bin, and the related records are created through lookup relationships. However, retrieval from dependent modules like Notes and Attachments, is not supported.
Features
Unlock a deeper understanding of the features in your CRM with our Features API. This powerful API gives you a comprehensive overview of the features enabled in your CRM account, and also lists the limits of these features pertaining to your CRM edition.
You can not only get a comprehensive list of all the available features, you can also get a bigger picture of each feature and their sub-components. Also, you can get the count of purchased, active and available user licences, using the User Licences Count API.
Global Picklists
Global sets in Zoho CRM help you easily manage picklist values that recur across modules. Our game-changer Global Picklists API lets you create and manage global sets across your entire CRM.
You can perform Create, Update, Read, and Delete operations on Global Sets using APIs. You can use the Replace Global Picklist Options API to replace an option of a global picklist with another, providing flexibility and control over your picklist configurations.
You can gain insights into the usage of picklist values within features such as blueprints, workflows, and more using the Global Picklist Feature Associations API. With the Global Picklists Field Associations API, you can retrieve information about the field associations, revealing where a Global Picklist is utilized within different modules.
Convert Inventory Records API
In V6, we have introduced the Inventory Record Convert APIs to enhance your inventory management capabilities. Now, you can convert a record within the Inventory modules, whether converting from Quotes to Sales Orders or Invoices, or from Sales Orders to Invoices, using the Convert Inventory Records API. The Mass Convert Inventory Records API allows you to convert upto 50 records in a single API call. This mass conversion API operates asynchronously, with the system scheduling a conversion job. You can keep track of the conversion job status using the Get Mass Inventory Conversion Status.
Unblock Email
Email bounces fall into two main categories - temporary and permanent. Temporary or Soft bounces indicate transient delivery issues, while permanent bounces signify an invalid or unreachable address, or a permanent block. Unblock Email API focuses on addressing the soft bounces, allowing you to unblock temporarily bounced emails.
Rich Text Field
While Rich Text Fields have long enabled users to input formatted text up to 50,000 characters, including HTML elements, fetching the complete content of a rich text field was not possible. With our new GET Rich Text Field API introduced in V6, users can fetch the complete content of Rich Text Fields, fetching content beyond the 500-character limit in the GET Record API response.
Email Drafts
In V6, we have introduced the Email Drafts API to streamline your email drafting process. Now, you can create, update, delete, and retrieve drafts directly through the API, enhancing your email management capabilities.
Changes to our existing APIs
The following APIs are enhanced in this new version. Please refer to the Changelog to know what has changed in V6.