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 journal set

Creates a new journal set

Add invoice item

Adds a new item to an existing invoice

Add note to contact

Adds a note to the selected contact

Create expenses

Creates a new expenses

Create estimate

Creates a new estimate

Create contact

Creates a new contact

Create project

Creates a new project

Add estimate item

Adds a new item to an existing estimate

Create invoice

Creates a new invoice

Create task

Creates a new task in the selected project

Create bill

Creates a new bill

Add note to project

Adds a note to the selected project

Create credit note

Creates a new credit note

Update task

Updates the details of an existing task

Update estimate status

Updates the status of an existing estimate by ID

Update credit note status

Updates the status of an existing credit note using credit note ID

Email an invoice

Sends an existing invoice by invoice ID

Update contact

Updates details of the selected contact

Convert to credit note

Convert a draft negative invoice to a credit note

Fetch invoice

Fetches details of the exisiting invoice by ID

Fetch contact

Fetches details of the selected contact