CRM Tasks

CRM Tasks

Method NamePurpose
Create Record To create a new record in Zoho CRM.
Fetch Records To fetch all records or only specific records based on a given start/end index. from Zoho CRM
Search Records To search records in Zoho CRM based on selected columns
Search Records By PDC To search records in Zoho CRM based on pre defined colulmns
Update Records To update record in Zoho CRM based on defined ID
Get Related Records To fetch related records from Zoho CRM based on a given record ID
Get Records By ID To fetch records from Zoho CRM based on a given record ID
Invoke connector task To invoke a connector when a certain criteria is achieved
Get Organisation Variable To obtain a custom variable value in script using API name
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
Set Variable Value To assign a value to a defined variable
Get Organisation Information To retrieve organisation information

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