Sample Codes

All of Zoho CRM's APIs can be used through the C# SDK, to enable your custom application to perform data sync to the best degree. Here are the sample codes for all the API methods available in our SDK.

Assignment Rules Operations

Method	Description
Get Assignment Rules	To fetch the assignment rules of a record.
Get Assignment Rule	To fetch the assignment rule of a record.

Attachment Operations

Constructor	Description
AttachmentsOperations(string moduleAPIName, string recordId)	Creates an AttachmentsOperations class instance with the moduleAPIName and recordId.

Method	Description
GetAttachments	To fetch the list of attachments of a record.
UploadAttachments	To upload attachments to a record.
DeleteAttachments	To delete the attachments that were added to a record.
DeleteAttachment	To delete an attachment that was added to a record.
DownloadAttachment	To download an attachment that was uploaded to a record.
UploadLinkAttachments	To upload a link as an attachment to a record.

Blueprint Operations

Constructor	Description
BluePrintOperations(string recordId, string moduleAPIName)	Creates a BluePrintOperations class instance with the recordId and moduleAPIName.

Method	Description
GetBlueprint	To get the next available transitions for that record, fields available for each transition, current value of each field, and validation(if any).
UpdateBlueprint	To update a single transition at a time.

Bulk Read Operations

Method	Description
CreateBulkReadJob	To schedule a bulk read job to export records that match the criteria.
GetBulkReadJobDetails	To know the status of the bulk read job scheduled previously.
DownloadResult	To download the result of the bulk read job. The response contains a zip file. Extract it to get the CSV or ICS file depending on the "file_type" you specified while creating the bulk read job

Bulk Write Operations

Method	Description
UploadFile	To upload a CSV file in ZIP format. The response contains the "file_id". Use this ID while making the bulk write request.
CreateBulkWriteJob	To create a bulk write job to insert, update, or upsert records. The response contains the "job_id". Use this ID while getting the status of the scheduled bulk write job.
GetBulkWriteJobDetails	To know the status of the bulk write job scheduled previously.
DownloadResult	To download the result of the bulk write job. The response contains a zip file. Extract it to get the CSV or ICS file depending on the "file_type" you specified while creating the write job

Contact Roles Operations

Method	Description
GetContactRoles	To get the list of all contact roles.
CreateContactRoles	To create contact roles.
UpdateContactRoles	To update contact roles.
DeleteContactRoles	To delete contact roles.
GetContactRole	To get specific contact role.
UpdateContactRole	To update specific contact role.
DeleteContactRole	To delete specific contact role.
GetAllContactRolesOfDeal	To get all contact roles of deal.
GetContactRoleOfDeal	To get contact role of deal.
AddContactRoleToDeal	To add contact role to deal.
RemoveContactRoleFromDeal	To remove specific contact role from deal.

Currencies Operations

Method	Description
GetCurrencies	To get the list of all currencies available for your org.
AddCurrencies	To add new currencies to your org.
UpdateCurrencies	To update the currencies' details of your org.
EnableMultipleCurrencies	To enable multiple currencies for your org.
UpdateBaseCurrency	To update the base currency details of your org.
GetCurrency	To get the details of specific currency.
UpdateCurrency	To update the details of specific currency.

Custom View Operations

Constructor	Description
CustomViewsOperations(string module)	Creates a CustomViewsOperations class instance with the moduleAPIName.

Method	Description
GetCustomViews	To get the list of all custom views in a module.
GetCustomView	To get the details of specific custom view in a module.

Email Templates Operations

Method	Description
Get Email Templates	To fetch all the email templates.
Get Email Template	To fetch a particular email template.

Fields Metadata Operations

Constructor	Description
FieldsOperations(string module)	Creates a FieldsOperations class instance with the module.

Method	Description
GetFields	To get the meta details of all fields in a module.
GetField	To get the meta details of specific field in a module.

Files Operations

Method	Description
UploadFiles	To upload files and get their encrypted IDs.
GetFile	To get the uploaded file through its encrypted ID.

Inventory Templates Operations

Method	Description
Get Inventory Templates	To fetch all the inventory templates.
Get Inventory Template	To fetch a particular inventory template.

Layouts Operations

Constructor	Description
LayoutsOperations(string module)	Creates a LayoutsOperations class instance with the moduleAPIName.

Method	Description
GetLayouts	To get the details of all the layouts in a module.
GetLayout	To get the details (metadata) of a specific layout in a module.

Modules Operations

Method	Description
GetModules	To get the details of all the modules.
GetModule	To get the details (metadata) of a specific module.
UpdateModuleByAPIName	To update the details of a module by its module API name.
UpdateModuleById	To update the details of a module by its ID.

Notes Operations

Method	Description
GetNotes	To get the list of notes of a record.
CreateNotes	To add new notes to a record.
UpdateNotes	To update the details of the notes of a record.
DeleteNotes	To delete the notes of a record.
GetNote	To get the details of a specific note.
UpdateNote	To update the details of an existing note.
DeleteNote	To delete a specific note.

Notification Operations

Method	Description
EnableNotifications	To enable instant notifications of actions performed on a module.
GetNotificationDetails	To get the details of the notifications enabled by the user.
UpdateNotifications	To update the details of the notifications enabled by a user. All the provided details would be persisted and rest of the details would be removed.
UpdateNotification	To update only specific details of a specific notification enabled by the user. All the provided details would be persisted and rest of the details will not be removed.
DisableNotifications	To stop all the instant notifications enabled by the user for a channel.
DisableNotification	To disable notifications for the specified events in a channel.

Organization Operations

Method	Description
GetOrganization	To get the details of your organization.
UploadOrganizationPhoto	To upload a photo of your organization.

Pipeline Operations

Method	Description
Transfer Delete	To transfer and delete.
Get Pipelines	To get all the pipelines.
Create Pipelines	To create pipelines.
Update Pipelines	To update pipelines.
Get Pipeline	To get a particular pipeline.
Update Pipeline	To update pipeline.

Profile Operations

Constructor	Description
ProfilesOperations(OffsetDateTime ifModifiedSince)	Creates a ProfilesOperations class instance with the value of the If-Modified-Since header.

Method	Description
GetProfiles	To get the list of profiles available for your organization.
GetProfile	To get the details of a specific profile.

Query (COQL) Operation

Method	Description
getRecords	To get the records from a module through a COQL query.

Records Operations

Method	Description
GetRecord	To get a specific record from a module.
UpdateRecord	To update a specific record in a module.
DeleteRecord	To delete a specific record from a module.
GetRecordsUsingExternalID	To get records using external ID.
UpdateRecordsUsingExternalID	To update records using external ID.
DeleteRecordsUsingExternalID	To delete records using external ID.
GetRecords	To get all records from a module.
CreateRecords	To insert records in a module.
UpdateRecords	To update records in a module.
DeleteRecords	To delete records from a module.
UpsertRecords	To insert/update records in a module.
GetDeletedRecords	To get the deleted records from a module.
SearchRecords	To search for records in a module that match certain criteria, email, phone number, or a word.
ConvertLead	To convert records(Leads to Contacts/Deals).
GetPhoto	To get the photo of a record.
UploadPhoto	To upload a photo to a record.
DeletePhoto	To delete the photo of a record.
MassUpdateRecords	To update the same field for multiple records in a module.
GetMassUpdateStatus	To get the status of the mass update job scheduled previously.
AssignTerritoriesToMultipleRecords	To assign territories to multiple territories to multiple records.
AssignTerritoryToRecord	To assign territory to a single record.
RemoveTerritoriesFromMultipleRecords	To remove territories from multiple records.
RemoveTerritoryFromRecord	To remove territories from a single record.

Related List Operations

Constructor	Description
RelatedListsOperations(string module)	Creates a RelatedListsOperations class instance with the moduleAPIName.

Method	Description
GetRelatedLists	To get the details of all the related lists of a module.
GetRelatedList	To get the details of a specific related list of a module.

Related Records Operations

Constructor	Description
RelatedRecordsOperations(string relatedListAPIName, long recordId, string moduleAPIName)	Creates a RelatedRecordsOperations class instance with the relatedListAPIName, recordId, and moduleAPIName.

Method	Description
GetRelatedRecords	To get list of records from the related list of a module.
UpdateRelatedRecords	To update the association/relation between the records.
DelinkRecords	To delete the association between the records.
GetRelatedRecordsUsingExternalId	To get the records using External ID.
UpdateRelatedRecordsUsingExternalId	To update the association/relation between the records using External ID.
DeletedRelatedRecordsUsingExternalId	To delete the association between the records using External ID.
GetRelatedRecord	To get the records from a specific related list of a module.
UpdateRelatedRecord	To update the details of a specific record of a related list in a module.
Delink Record	To delete a specific record from the related list of a module.
GetRelatedRecordUsingExternalId	To get the record using External ID.
UpdateRelatedRecordUsingExternalId	To update the association/relation between the record using External ID.
DeleteRelatedRecordsUsingExternalId	To delete the association between the record using External ID.

Role Operations

Method	Description
GetRoles	To get the list of all roles available in your organization.
GetRole	To get the details of a specific role.

Send Mail Operations

Method	Description
GetEmailAddresses	To get the list of all email addresses.
SendMail	To send an email.

Shared Records Operations

Constructor	Description
ShareRecordsOperations(long recordId, string moduleAPIName)	Creates a ShareRecordsOperations class instance with the recordId and moduleAPIName.

Method	Description
GetSharedRecordDetails	To get the details of a record shared with other users.
ShareRecord	To share a record with other users in the organization.
UpdateSharePermissions	To Update the sharing permissions of a record granted to users as Read-Write, Read-only, or grant full access. Revoke access given to users to a shared record. Update the access permission to the related lists of the record that was shared with the user.
RevokeSharedRecord	To revoke access to a shared record.

Tags Operations

Method	Description
GetTags	To get the list of all tags in your organization.
CreateTags	To create tags.
UpdateTags	To update multiple tags.
UpdateTag	To update a specific tag.
DeleteTag	To delete a specific tag from the module.
MergeTags	To merge two tags.
AddTagsToRecord	To add tags to a specific record.
RemoveTagsFromRecord	To remove tags from a record.
AddTagsToMultipleRecords	To add tags to multiple records.
RemoveTagsFromMultipleRecords	To remove tags from multiple records.
GetRecordCountForTag	To get the record count for a tag.

Taxes Operations

Method	Description
GetTaxes	To get the taxes of your organization.
CreateTaxes	To add taxes to your organization.
UpdateTaxes	To update the existing taxes of your organization.
DeleteTaxes	To delete multiple taxes from your organization.
GetTax	To get the details of a specific tax.
DeleteTax	To delete a specific tax from your organization.

Territory Operations

Method	Return Type	Description
GetTerritories	APIResponse<ResponseHandler>	To get the list of all territories.
GetTerritory	APIResponse<ResponseHandler>	To get the details of a specific territory.

Users Operations

Method	Description
GetUsers	To get the list of users in your organization.
CreateUser	To add a user to your organization.
UpdateUsers	To update the existing users of your organization.
GetUser	To get the details of a specific user.
UpdateUser	To update the details of a specific user.
DeleteUser	To delete a specific user from your organization.

Variable Groups Operations

Method	Description
GetVariableGroups	To get the list of all variable groups available for your organization.
GetVariableGroupById	To get the details of a variable group by its group ID.
GetVariableGroupByAPIName	To get the details of a specific variable group by its API name.

Variables Operations

Method	Description
GetVariables	To get the list of variables available for your organization.
CreateVariables	To add new variables to your organization.
UpdateVariables	To update the details of variables.
DeleteVariables	To delete multiple variables.
GetVariableById	To get the details of a specific variable by its unique ID.
UpdateVariableById	To update the details of a specific variable by its unique ID.
DeleteVariable	To delete a specific variable.
GetVariableForAPIName	To get the details of a variable by its API name.
UpdateVariableByAPIName	To update the details of a variable by its API name.

Wizards Operations

Method	Description
Get Wizards	To get the list of wizards available.
Get Wizard	To get a particular wizard.