Create customer

Creates a new customer

Create sales receipt

Creates a new sales receipt

Create bill - Item based

Creates a new item-based bill

Create vendor

Creates a new vendor

Create inventory item

Creates a new inventory item

Create bill - Account based

Creates a new account-based bill

Create service item

Creates a new service item

Create payment record

Creates a new payment record

Create non-inventory item

Creates a new non-inventory item

Create invoice

Creates a new invoice

Create credit memo

Creates a new credit memo

Create estimate

Creates a new estimate

Create transfer

Creates a new transfer

Create deposit

Creates a new deposit

Update customer

Updates the details of an existing customer

Update invoice

Updates the details of an invoice by ID

Update item status

Updates the status of the specified item

Update estimate

Updates the estimate by ID

Send estimate

Sends an existing estimate

Fetch customer by name or email

Fetches the details of an existing customer by name or email address

Fetch sales term

Fetches the details of a sales term based on its name

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch deposit

Fetches the details of an existing deposit by its ID

Fetch item by SKU

Fetches the details of an existing item using SKU

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch location

Fetches the details of an existing location by name

Fetch payment method

Fetches a payment method based on its name

Fetch account

Fetches an account by name

Fetch customer by ID

Fetches the details of an existing customer by ID

Send invoice

Sends an invoice to the specified email address

Fetch customer type

Fetches the details of a customer type by its name

Fetch invoice

Fetches the details of an existing invoice by number

Fetch item

Fetches the details of an existing item by name

Fetch category

Fetches the details of an existing category by name

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 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

Update user

Updates the details of an existing user based on user ID

Clone module entry

Clones an existing module entry

Fetch inventory template

Fetches an inventory template using ID

Fetch user

Fetches a user by name or email address

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique ID

Fetch contact

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

Fetch account

Fetches an account by its name or unique ID

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

Delete module entry

Deletes the specified entry

Fetch module entry

Fetches a module entry by the specified values

Fetch product

Fetches a product by its name or unique ID