What's New in V8?

New APIs

Get Related Records Count of a Record

You can now use the Get Related Records Count API to retrieve the number of related list records associated with a specific record. For example, you can use this API to get the count of notes and attachments linked to a Lead record.

Calls Preferences

Enable the Calls Preferences option to activate the "From" and "To" number fields in the Calls module using the Update Calls Preferences API. You can retrieve preferences using the Retrieve Call Preferences API.

Record-Level Sharing of Emails

From V8, you can share or unshare emails at the record level for specific records or multiple records with other users within your Zoho CRM organization using the API.

Data Sharing Rules

Create and manage data-sharing rules in your organization using the Data Sharing Rules APIs. Use the Create Data Sharing Rules API to define rules and grant access to users for manipulating data across various modules. Retrieve existing rules with the Get Data Sharing Rules API, update them using the Update Data Sharing Rule API, and remove them with the Delete Data Sharing Rule API. Additionally, modify data-sharing configurations as needed with the Retrieve Data Sharing Settings API and access default data-sharing settings via the Update Default Organization Permissions API. 

Use the Activate Data Sharing Rule API to activate a data sharing rule, and the Deactivate Data Sharing Rule API to deactivate it. To rerun all available data sharing rules in your org, use the Rerun Data Sharing Rules API. Get module wise count and running status of data sharing rules using Data Sharing Rules Summary API. To filter the results of the same use Data Sharing Rules Summary Filter API. Get a filtered set of data sharing rules based on your search criteria using the Search Data Sharing Rules API.

Get Rich Text Fields

You can now retrieve rich text fields and their content from multiple records in a single API call through the newly introduced endpoint in the Get Rich Text Fields API.

Link Deal and Unlink Deal

Use the Link Deal and Unlink Deal APIs to link and unlink a deal to a contact's emails.

Recycle Bin APIs:

We are further enhancing data management with additional Recycle Bin APIs that allow you to better monitor and control deleted records in your Zoho CRM account. You can now retrieve the total number of records currently available in the Recycle Bin using the Get Recycle Bin Record Count API, restore one or more deleted records back to their original modules with the Restore Recycle Bin Records API, and permanently remove all records from the Recycle Bin in a single operation using the Empty Recycle Bin API.

Zia Assistant

The Zia Assistant API lets you ask AI questions using your organization-specific context or general information. By providing relevant details in the chat_history, the AI generates accurate, structured responses to your queries.

Workflow APIs

Manage your Zoho CRM automation with the new Workflow APIs. These endpoints provide complete control over your Workflow rules, helping you to build, configure, and maintain your business automations through code.

Here is what you can do with the Workflow APIs:

You can also manage the individual actions within these workflows, such as field updates, email notifications, tasks, and webhooks, using the new Actions APIs.

Connected Workflow APIs

Connected Workflows can now be managed end-to-end using APIs. 

Actions APIs

You can now manage the individual actions within your automation module directly through our APIs. These APIs allows you to create, read, update, and delete different actions that execute your business automation logic.

Field Update Actions

Automatically modify record fields as part of your workflow rules. Use the Field Update Actions APIs to create a new field update action, retrieve details of existing ones, update their configuration, or delete them when they are no longer needed.

Email Notification Actions

Manage automated email alerts sent to users, contacts, and leads. With the Email Notification Actions APIs, you can create a new email notification action, retrieve existing email action details, update them, or delete them. You can also also get a detailed usage report for Email notifications.

Automation Task Actions

The Automation Task Actions APIs allow you to create a new task action, retrieve details of existing automation tasks, update their parameters, or delete them.

Webhook Actions

Configure webhooks to trigger real-time events in your external applications whenever a workflow rule is executed. Using the Webhook Actions APIs, you can create a new webhook action, retrieve a list of existing webhooks, update their endpoints and payloads, or delete them. You can also analyze the usage statistics for the Webhooks configured in your CRM organization, get details of the modules for which the different webhooks are configured for, and also get a failure report for webhook executions.

Assignment Threshold APIs

Manage record distribution in Zoho CRM using the Assignment Threshold APIs. These endpoints help you define limits for user assignments, control workload distribution, and ensure balanced allocation across your team.

Here is what you can do with the Assignment Threshold APIs:

Use these APIs to ensure proper distribution of records, prevent record overload, and maintain an efficient assignment process across your CRM.

Calendar APIs

Use the Calendar APIs to manage calendar views, personal calendar preferences, and calendar activities for individual users. These APIs are user-specific and each user can create and manage their own calendar views, update their preferences, and retrieve their calendar activities.

Here is what you can do with the Calendar APIs:

  • Retrieve calendar views configured for the current user. You can filter by type (system or custom) or fetch the last accessed view.
  • Create a new calendar view with users below your role in the hierarchy or the user groups you are a part of.
  • Update an existing calendar view's name, members, or last-accessed status.
  • Delete one or more calendar views.
  • Retrieve calendar preferences for the current user, including working hours, weekly holidays, activity types, reminder settings, notification channels, and CalDAV integration details.
  • Update calendar preferences to modify any of the user's personal calendar settings.
  • Retrieve calendar activities such as tasks, meetings, and calls for one or more users, scoped to a specific calendar view or filtered by date.

Custom Links APIs

Use the Custom Links APIs to create and manage custom links in your Zoho CRM organization. Custom links are user-defined hyperlinks added to record detail pages that allow users to navigate to external URLs or internal pages directly from within a CRM record, with CRM field values passed dynamically as URL parameters.

With these APIs, you can:

  • Retrieve custom links configured for a module in your organization.
  • Create a new custom link for a module, defining the link name, URL, target, and the profiles that can access it.
  • Update an existing custom link's name, URL, target, or profile access settings.
  • Delete one or multiple custom links from a module.

Open API Specification (OAS) 3.0.0

In addition to new APIs and updates to existing ones, we are introducing OpenAPI Specification (OAS) 3.0.0. This standardized format provides a structured and user-friendly way to explore Zoho CRM APIs with OAS files.

With OAS 3.0.0, you can:

  • Easily understand API endpoints, input, and response formats.
  • Generate SDKs.
  • Integrate Zoho CRM with any third-party application effortlessly.

Additional update

APIs and References : A comprehensive page that acts as a table of contents for all Zoho CRM APIs. This page allows you to find all APIs in one location for easier navigation and reference.
 

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 V8.