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 inventory adjustment

Creates a new inventory adjustment

Create warehouse

Creates a new warehouse

Create purchase receive

Creates a new purchase receive

Create category

Creates a new category

Create sales order

Creates a new sales order

Create shipment order

Creates a new shipment order

Record vendor payment

Records the details of a vendor payment

Create contact person

Creates a new contact person

Create bundle

Creates a new bundle

Create retainer invoice

Creates a new retainer invoice

Create credit note

Creates a new credit note

Add address

Adds a new address

Create package

Creates a new package

Create bill

Creates a new bill

Create sales return

Creates a new sales return

Create custom module entry

Creates a new custom module entry

Create vendor

Creates a new vendor

Create invoice

Creates a new invoice

Mark shipment as delivered

Marks the specified shipment as delivered

Create purchase order

Creates a new purchase order

Record customer payment

Records the details of a customer payment

Create item

Creates a new item

Send purchase order

Sends a purchase order to the specified email addresses

Create customer

Creates a new customer

Add comment

Adds a new comment to an existing module

Create transfer order

Creates a new transfer order

Update category

Updates the details of an existing category

Update credit note

Updates the details of an existing credit note

Update retainer invoice

Updates the details of an existing retainer invoice

Mark transfer order as received

Marks the specified transfer order as received

Update customer

Updates the details of an existing customer

Update warehouse

Updates the details of an existing warehouse

Update bill

Updates the details of an existing bill

Send sales order

Sends a sales order to the specified email addresses

Update contact person

Updates the details of an existing contact person

Update address

Updates the details of an existing address

Update credit note status

Updates the status of an existing credit note

Send credit note

Sends a credit note to the specified email addresses

Update purchase order status

Updates the status of an existing purchase order

Update invoice status

Updates the status of an existing invoice

Update custom module entry

Updates the details of a existing custom module entry

Update item

Updates the details of an existing item

Update sales order

Updates the details of an existing sales order

Send invoice

Sends an invoice to the specified email addresses

Update sales order status

Updates the status of an existing sales order

Update purchase order

Updates the details of an existing purchase order

Update item status

Updates the status of an existing item

Update invoice

Updates the details of an existing invoice

Update bill status

Updates the status of an existing bill

Update vendor

Updates the details of an existing vendor

Fetch customer

Fetches the details of an existing customer

Fetch retainer invoice

Fetches the details of an existing retainer invoice

Fetch package

Fetches the details of an existing package

Fetch purchase order

Fetches the details of an existing purchase order

Fetch item

Fetches the details of an existing item

Fetch user

Fetches the details of an existing user

Fetch bill

Fetches the details of an existing bill

Convert sales order to invoice

Converts an existing sales order to an invoice

Fetch purchase receive

Fetches the details of an existing purchase receive

Fetch invoice

Fetches the details of an existing invoice

Fetch vendor

Fetches the details of an existing vendor

Fetch sales return

Fetches the details of an existing sales return

Fetch transfer order

Fetches the details of an existing transfer order

Fetch custom module entry

Fetches the details of an existing custom module entry

Fetch warehouse

Fetches the details of an existing warehouse

Fetch sales order

Fetches the details of an existing sales order

Fetch shipment

Fetches the details of an existing shipment

Fetch credit note

Fetches the details of an existing credit note

Fetch item group

Fetches the details of an existing item group