Get all Workflow Rules
Purpose
To retrieve the list of Workflow rules in your Zoho CRM org. You can filter the results by module, trigger type, or status, and optionally fetch inner details such as conditions and actions.
Endpoints
- GET /settings/automation/workflow_rules
Request Details
Request URL
{api-domain}/crm/{version}/settings/automation/workflow_rules
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
ZohoCRM.settings.workflow_rules.ALL
(or)
ZohoCRM.settings.workflow_rules.READ
Parameters
- modulestring, optional
To filter and fetch the Workflow rules for a specific module. This is the primary module where the Workflow rule is created.
- trigger_modulestring, optional
To filter the Workflow rules based on the related module that triggers the Workflow rule.
Please note that if this parameter is passed, the module parameter is mandatory. - execute_onstring, optional
To filter the Workflow rules based on the record action that triggers them. Please note that if this parameter is passed, the module parameter is mandatory. The possible values include all the possible values of the execute_when.type key of the POST request.
- status_activeBoolean, optional
To filter the Workflow rules based on whether they are active or inactive.
Possible values:
true - Get only the active rules
false - Get only the inactive rules - filterstring, optional
To filter the Workflow rules by their name. Pass a JSON-formatted filter. For example: {"field": {"api_name": "name"}, "comparator": "contains", "value": "WF Name"}
Note: Make sure to encode the value of filter parameter before making the API call.- fieldJSON object
The API name of the Workflow rule field to filter.
- api_namestring
The API name of the field. The only supported value is name.
- comparatorstring
The comparison operator. The only supported value is contains.
- valuestring
The value to compare against.
- pageinteger, optional
To get the list of Workflow from a specific page. Default value is 1. Use this along with per_page for pagination.
Possible values: Positive Integer values only. - per_pageinteger, optional
To fetch a limited number of Workflow rules per page. The default and the maximum possible value is 200.
Possible values: Positive Integer values only. - sort_orderstring, optional
To sort the Workflow rules in ascending or descending order, based on the modified_field value.
Possible values: asc, desc - sort_bystring, optional
To sort the Workflow rules based on a specific field.
Possible values: modified_time - include_inner_details Boolean, optional
To include the inner details of the Workflow rules in the response. This gives the summary view of each workflow's conditions and actions.
Supported value: conditions,conditions.instant_actions,conditions.criteria_details,conditions.scheduled_actions
Note:
If this parameter is passed, the module parameter is mandatory.
You must pass the complete list of keys, separated by commas. Providing only some keys is not supported.
Note:
Unless you specify the sort_order and sort_by parameters, the API lists the workflow rules in the order in which they will be executed.
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v8/settings/automation/workflow_rules"
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"
-X GET
Response JSON
- idstring
Unique ID of the Workflow rule.
- namestring
Name of the Workflow rule.
- descriptionstring
Description of the Workflow rule.
- moduleJSON object
Details of the module with which the Workflow rule is associated. This object contains the unique ID and module API name.
- execute_whenJSON object
The trigger type and its details for the Workflow rule.
- typestring
The trigger type for the Workflow rule. E.g., create_or_edit, field_update.
- detailsJSON object
This object additional configuration based on the trigger type. This can include trigger_module, criteria, unit, period, repeat keys, depending on the type of trigger.
- editableBoolean
This key denotes whether the Workflow rule can be edited or not.
- deprecatedBoolean
This key denotes whether the Workflow rule is deprecated or not.
- sourcestring
Represents the origin or creation method of the workflow rule.
Possible values: crm, platform_plugin, marketplace_plugin, zoho_flow_api - created_timedatetime
Timestamp when the Workflow rule was created.
- created_byJSON object
Contains the details of the User who created the Workflow rule.
- modified_timedatetime
Timestamp when the Workflow rule was last modified.
- modified_byJSON object
Contains the details of the User who last modified the Workflow rule.
- last_executed_timedatetime
The timestamp when the Workflow rule was last executed.
- lockJSON object
An object containing the locking details of the Workflow rule. This includes status, message and locked_by details.
- statusJSON object
Denotes whether the Workflow rule is active or not.
Additional keys in Summary view
- conditionsJSON array
Lists the conditions based on which the when the Workflow rule triggers, and the associated actions. Each contains:
- instant_actionsJSON array
List of instant actions to execute when the condition is met.
- scheduled_actionsJSON array
List of scheduled actions and their delay configurations.
- criteria_detailsJSON object
Contains the conditions on which the actions should be triggered.
- idstring
Represents the unique ID of the condition.
- sequence_numberinteger
The order in which the condition is evaluated.
Possible Errors
- INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: This API supports only the GET method. Retry the request using the GET method. - REQUIRED_PARAM_MISSINGHTTP 400
A required parameter is missing in the request.
ResolutionThe details object in the response contains information about the missing parameter. Ensure all required and dependent parameters are included. Refer to the Parameters section for details. - INVALID_MODULEHTTP 400
You have specified an invalid value for the module parameter.
Resolution: Specify a valid module API name. - OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have the required OAUTH SCOPE. Create a new token with valid scope. Refer to the Scope section for more details. - INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one
Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section for more details. - INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in Server. Contact support team.
Sample Response
Copied{
"workflow_rules": [
{
"created_time": "2025-07-02T15:18:31+05:30",
"execute_when": {
"details": {
"trigger_module": {
"api_name": "Calls",
"id": "4876876000000033015"
}
},
"type": "incoming_call_createedit"
},
"editable": true,
"module": {
"api_name": "Calls",
"id": "4876876000000033015"
},
"deletable": true,
"description": null,
"source": "crm",
"created_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
},
"last_executed_time": null,
"modified_time": "2025-07-08T23:24:57+05:30",
"name": "Calls WF Rule",
"modified_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
},
"lock": {
"locked_by": null,
"message": null,
"status": false
},
"id": "4876876000011058053",
"status": {
"active": false
}
},
{
"created_time": "2025-07-03T11:20:57+05:30",
"execute_when": {
"details": {
"trigger_module": {
"api_name": "Emails",
"id": "4876876000000014163"
}
},
"type": "email_received"
},
"editable": true,
"module": {
"api_name": "Emails",
"id": "4876876000000014163"
},
"deletable": true,
"description": null,
"source": "crm",
"created_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
},
"last_executed_time": null,
"modified_time": "2025-07-08T23:25:05+05:30",
"name": "Email WF rule",
"modified_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
},
"lock": {
"locked_by": null,
"message": null,
"status": false
},
"id": "4876876000011068001",
"status": {
"active": false
}
},
{
"created_time": "2025-07-03T23:30:46+05:30",
"execute_when": {
"details": {
"unit": 1,
"period": "hours",
"trigger_module": {
"api_name": "Appointments__s",
"id": "4876876000002362026"
}
},
"type": "overdue"
},
"editable": true,
"module": {
"api_name": "Appointments__s",
"id": "4876876000002362026"
},
"deletable": true,
"description": null,
"source": "crm",
"created_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
},
"last_executed_time": null,
"modified_time": "2025-07-08T23:25:07+05:30",
"name": "Rule 02",
"modified_by": {
"name": "Patricia Boyle",
"id": "4876876000000327001"
},
"lock": {
"locked_by": null,
"message": null,
"status": false
},
"id": "4876876000011083025",
"status": {
"active": false
}
}
],
"info": {
"per_page": 200,
"count": 3,
"page": 1,
"more_records": false
}
}