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
    }
}