CRM Tasks

Method NamePurpose
Create Record To create a new record
Fetch Records To fetch records from a module
Get Record By ID To fetch a specific record using its record ID
Get Related Records To fetch related information (Notes, Tasks, Contacts, etc.) about a record using its ID
Search Records To search records based on a given criteria
Search Records By PDC (deprecated)To search records based on pre defined colulmns
Update Records To update a record using its record ID
Delete Records To delete a record using its record ID
Get User Data Fetch the information about the users of an extension or vertical solution
Invoke connector task To invoke a connector associated with an extension or vertical solution
Set Organization Variable To assign value to a custom variable
Get Organization Variable To obtain the value of a custom variable
Get Module Metadata To get a particular module's meta data
Get All Module Metadata To obtain the meta data of all the different modules
Get Organization Information To retrieve organization information