Create or update lead

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

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

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.

Send email template

Sends an email to the specified users

Create module entry

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

Add note

Adds a note to the selected module

Add user

Adds a new user

Convert lead to contact

Converts a lead to a contact

Update related module entry

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

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 user

Updates the details of an existing user based on user ID

Fetch lead

Fetches a lead by email address or unique ID

Fetch event

Fetches an event by its title or unique 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 inventory template

Fetches an inventory template using ID

Fetch user

Fetches a user by name or email address

Fetch account

Fetches an account by its name or unique ID

Clone module entry

Clones an existing module entry

Fetch email template

Fetches an email template by name

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

Create project

Creates a new project

Create message

Creates a new message

Update to-do

Updates an existing to-do

Create project from template

Creates a new project from the selected template

Create calendar event in calendar

Creates a new event in the selected calendar

Create to-do list

Creates a new to-do list

Create calendar event in project

Creates a new calendar event in the selected project

Create document

Creates a new document

Grant access to project

Grants access to the selected project for the specified email

Create to-do

Creates a new to-do item in the selected list