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

Record retainer invoice payment

Records payment for an existing retainer invoice

Create recurring expense

Creates a new recurring expense

Create public share link

Creates a public share link for the selected module

Refund customer payment

Refunds the specified payment

Create task

Creates a new task

Create payment link

Creates a new payment link

Create credit note

Creates a new credit note

Enable portal access

Enables portal access for the specified customer or vendor

Create account

Creates a new account in the selected organization

Add comment to retainer invoice

Adds a comment to the specified retainer invoice

Create recurring invoice

Creates a new recurring invoice

Create bank transaction

Creates a new bank transaction

Add comment to credit note

Adds a comment to the specified credit note

Add user

Adds a new user

Create invoice

Creates a new invoice

Create expense

Creates a new expense

Create estimate

Creates a new estimate

Refund credit note

Refunds credit note by ID

Create item

Creates a new item

Create purchase order

Creates a new purchase order

Mark as primary contact person

Marks the specified contact as the primary contact of the company

Add comment to purchase order

Adds a comment to the specified purchase order

Add comment to vendor

Adds a comment to the specified vendor

Create contact person

Creates a new contact person

Add comment to vendor credit

Adds a comment to the specified vendor credit

Add address

Adds an address to a customer or vendor contact

Create bill

Creates a new bill

Add comment to customer

Adds a comment to the specified customer

Create retainer invoice

Creates a new retainer invoice

Add comment to invoice

Adds a comment to the specified invoice

Send purchase order

Sends an existing purchase order by email

Send estimate

Sends an existing estimate to the specified recipients

Create custom module entry

Creates a new custom module entry

Create time entry

Creates a new time entry

Create inventory adjustment

Creates a new inventory adjustment

Create journal

Creates a new journal

Record vendor payment

Records a payment for an existing vendor invoice

Send credit note

Sends the specified credit note to a recipient

Send retainer invoice

Sends an existing retainer invoice by email

Create vendor

Creates a new vendor

Add comment to estimate

Adds a comment to the specified estimate

Record customer payment

Records a payment for an existing customer invoice

Send invoice

Sends an existing invoice by email

Create recurring bill

Creates a new recurring bill

Request payment information

Requests payment information from the specified contact

Create project

Creates a new project

Create currency adjustment

Creates a currency adjustment for all open transactions on the specified date

Add comment to sales order

Adds a comment to the specified sales order

Create customer

Creates a new customer

Add comment to project

Adds a comment to the specified project

Create delivery challan

Creates a new delivery challan

Create sales order

Creates a new sales order

Create sales person

Creates a new sales person

Send sales order

Sends an existing sales order by email

Create vendor credit

Creates a new vendor credit

Add comment to bill

Adds a comment to the specified bill

Reject credit note

Rejects an existing credit note

Update vendor credit

Updates the details of an existing vendor credit

Update bill

Updates the details of an existing bill

Update recurring invoice

Updates the details of an existing recurring invoice

Update recurring expense

Updates the details of an existing recurring expense

Update task

Updates the details of an existing task

Submit or approve credit note

Submits or approves an existing credit note

Reject estimate

Rejects an existing estimate

Update credit note status

Updates the status of an existing credit note

Update invoice

Updates the details of an existing invoice

Reject invoice

Rejects an existing invoice

Reject purchase order

Rejects an existing purchase order

Update estimate status

Updates the status of an existing estimate

Update delivery challan

Updates the details of an existing delivery challan

Update invoice status

Updates the status of an existing invoice

Update journal

Updates the details of an existing journal

Apply credit to invoice

Adds a credit note to the specified invoice

Submit or approve sales order

Submits or approves an existing sales order

Update custom module entry

Updates the details of a existing custom module entry

Update item

Updates the details of an existing item

Update credit note

Updates the details of an existing credit note

Stop or resume recurring bill

Stops or resumes an existing recurring bill

Submit or approve retainer invoice

Submits or approves an existing retainer invoice

Update user status

Updates the status of an existing user

Update vendor

Updates the details of an existing vendor

Update address

Updates the details of an existing customer or vendor address

Update bill status

Updates the status of an existing bill

Update sales order

Updates the details of an existing sales order

Apply retainer invoice to invoice

Adds a retainer invoice to the specified invoice

Reject retainer invoice

Rejects an existing retainer invoice

Submit or approve bill

Submits or approves an existing bill

Update contact status

Updates the status of an existing customer or vendor

Update time entry

Updates an existing time entry

Submit or approve estimate

Submits or approves an existing estimate

Update estimate

Updates the details of an existing estimate

Update retainer invoice

Updates the details of an existing retainer invoice

Stop or resume recurring invoice

Stops or resumes an existing recurring invoice

Update retainer invoice status

Updates the details of an existing retainer invoice

Update sales order status

Updates the status of an existing sales order

Update project

Updates the details of an existing project

Reject bill

Rejects an existing bill

Unlock transaction

Unlocks the locked transactions to allow for modification or deletion

Update project status

Updates the status of an existing project

Stop or resume recurring expense

Stops or resumes an existing recurring expense

Submit or approve vendor credit

Submits or approves an existing vendor credit

Update vendor credit status

Updates the details of an existing credit status

Reject vendor credit

Rejects an existing vendor credit

Update purchase order

Updates the details of an existing purchase order

Reject sales order

Rejects an existing sales order

Update purchase order status

Updates the status of an existing purchase order

Update recurring bill

Updates the details of an existing recurring bill

Update contact person

Updates the details of an existing contact person

Lock transactions

Prevents transaction details prior to the selected date from being modified or deleted

Submit or approve invoice

Submits or approves an existing invoice

Update account

Updates the details of an account in the selected organization

Update payment link

Updates the details of an existing payment link

Submit or approve purchase order

Submits or approves an existing purchase order

Update user

Updates the details of an existing user

Update expense

Updates the details of an existing expense

Update customer

Updates the details of an existing customer

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch credit note

Fetches the details of an existing credit note by number

Fetch item

Fetches the details of an existing item by its ID, number or name.

Fetch project

Fetches the details of an existing project by name

Fetch purchase order

Fetches the details of an existing purchase order by its number

Fetch sales order

Fetches the details of an existing sales order by number

Fetch delivery challan

Fetches the details of an existing delivery challan

Fetch journal

Fetches the details of an existing journal

Fetch bank account

Fetches the details of an existing bank account

Fetch inventory adjustment

Fetches the details of an existing inventory adjustment

Fetch customer payment

Fetches the details of an existing customer payment

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch recurring expense

Fetches the details of an existing recurring expense by profile name

Fetch expense

Fetches an existing expense by ID or reference number. If the expense does not exist, you can choose to create a new one.

Fetch recurring invoice

Fetches the details of an existing recurring invoice by profile name

Fetch vendor credit

Fetches the details of an existing vendor credit

Fetch bill

Fetches the details of an existing bill

Fetch retainer invoice

Fetches the details of an existing retainer invoice by number

Fetch estimate

Fetches the details of an existing estimate by its number

Fetch invoice

Fetches the details of an existing invoice

Fetch account

Fetches the details of an existing account by its ID

Fetch vendor

Fetches the details of an existing vendor

Fetch user

Fetches the details of an existing user by email address

Fetch customer

Fetches the details of an existing customer

Fetch vendor payment

Fetches the details of an existing vendor payment

Fetch recurring bill

Fetches the details of an existing recurring bill