Zoho CRM Integration Tasks V8
Note:
- Each time any of the CRM V8 integration tasks is executed, it triggers an API request in the back-end. This call is deducted from the External Calls limit available for the service from which the task is executed, based on your pricing.
- Only actual executions that receive a response (whether success or failure) are counted, not the number of times the task appears in the script. For example, if Create record task is placed inside a for each task that iterates five times, the number of external API calls consumed will be five, even though the task appears only once in the script.
- Create Record: Creates a record in the specified module
- Get Records: Fetches records from the specified module
- Search Records: Fetches records based on search criteria
- Get Record By ID: Fetches specified record based on record ID
- Update Record: Updates the specified record with new values
- Bulk Create Records: Creates multiple records under the specified module
- Bulk Update Records: Updates multiple records of the specified module
- Get Related Records: Retrieves associated records from the submodule linked to the parent module
- Update Related Record: Updates record in a submodule related to a record in a parent module
- Convert Lead: Converts a lead into a contact, deal, and account
- Upsert Record: Creates a new record or updates an existing record based on a unique identifier field value
- Attach File: Attaches a file to the specified record
- Get Fields : Fetches metadata of all fields from the specified module