Create customer

Creates a new customer

Create appointment

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

Block off time

Blocks off a time range on your schedule

Reschedule appointment

Reschedules an existing appointment using appointment ID

Fetch appointment

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

Add tags

Adds tags to the specified record

Send mail merge

Sends a mail merge with details of the selected record

Create module entry

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

Add note

Adds a note to the selected module

Raise signal

Raises a signal to Zoho CRM

Create or update lead

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

Update related module entry

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

Add user

Adds a new user

Send email template

Sends an email to the specified users

Convert lead to contact

Converts a lead to a contact

Create or update contact

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

Remove tags

Removes tags from the specified record

Update module entry

Updates the specified module entry

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 deal

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

Fetch contact

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

Fetch event

Fetches an event by its title or unique ID

Fetch inventory template

Fetches an inventory template using ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch user

Fetches a user by name or email address

Fetch email template

Fetches an email template by name

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