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 bill - Account based

Creates a new account-based bill

Create payment record

Creates a new payment record

Create credit memo

Creates a new credit memo

Create inventory item

Creates a new inventory item

Create service item

Creates a new service item

Create estimate

Creates a new estimate

Create non-inventory item

Creates a new non-inventory item

Create deposit

Creates a new deposit

Create account

Creates a new account

Create customer

Creates a new customer

Create bill - Item based

Creates a new item-based bill

Create invoice

Creates a new invoice

Create transfer

Creates a new transfer

Create sales receipt

Creates a new sales receipt

Create vendor

Creates a new vendor

Update estimate

Updates the estimate by ID

Update account

Updates the details of an existing account using account ID

Update invoice

Updates the details of an invoice by ID

Update customer

Updates the details of an existing customer

Update item status

Updates the status of the specified item

Fetch location

Fetches the details of an existing location by name

Send sales receipt

Sends an existing sales receipt to the specified email address

Fetch payment method

Fetches a payment method based on its name

Fetch item by SKU

Fetches the details of an existing item using SKU

Fetch invoice

Fetches the details of an existing invoice by number

Fetch sales term

Fetches the details of a sales term based on its name

Fetch account

Fetches an account by name

Send invoice

Sends an invoice to the specified email address

Fetch vendor by name

Fetches the details of an existing vendor by name

Fetch customer type

Fetches the details of a customer type by its name

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 deposit

Fetches the details of an existing deposit by its ID

Fetch vendor by ID

Fetches the details of an existing vendor by ID

Fetch customer by ID

Fetches the details of an existing customer by ID

Fetch transfer

Fetches the details of a transfer based on its ID

Fetch category

Fetches the details of an existing category by name

Fetch item

Fetches the details of an existing item by name