Update module entry

Updates the specified module entry

Send mail merge

Sends a mail merge with details of the selected record

Update related module entry

Relates an entry in this module with an entry in another module

Raise signal

Raises a signal to Zoho CRM

Create or update contact

Creates a new contact. Updates the contact details if the email already exists.

Add note

Adds a note to the selected module

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Create module entry

Creates a new module entry (eg., Leads, Deals, etc)

Remove tags

Removes tags from the specified record

Create or update lead

Creates a new lead. Updates the lead details if the email already exists.

Send email template

Sends an email to the specified users

Add user

Adds a new user

Create or update module entry

Creates a new module entry. Updates the module entry if it already exists

Update user

Updates the details of an existing user based on user ID

Fetch contact

Fetches a contact by email address, unique ID, or name

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

Fetch deal

Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch account

Fetches an account by its name or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch lead

Fetches a lead by email address or unique ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Delete module entry

Deletes the specified entry

Fetch product

Fetches a product by its name or unique ID

Fetch module entry

Fetches a module entry by the specified values

Create appointment

Creates a new appointment. Appointments can be created starting tomorrow.

Block off time

Blocks off a time range on your schedule

Fetch appointment

Fetches an appointment by ID. If the appointment does not exist, you can choose to create a new one.