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

Send retainer invoice

Sends a retainer invoice to the specified email address

Record payment

Records a payment for an existing invoice

Create item

Creates a new item

Create recurring expense

Creates a new recurring expense

Create contact person

Creates a new contact person for the selected contact

Create invoice

Creates a new invoice

Create estimate

Creates a new estimate

Mark as primary contact person

Marks the specified contact person as the primary contact person for the company

Send estimate

Sends an existing estimate to the specified recipients

Create contact

Creates a new contact

Add address for customer

Adds address details for an existing customer

Send invoice

Sends an existing invoice to the specified recipients

Update item

Updates the details of an existing item

Update contact

Updates the details of an existing contact

Update invoice

Updates the details of an existing invoice

Update estimate

Updates the details of an existing estimate

Update payment link

Updates the details of an existing payment link

Update contact person

Updates the details of an existing contact person

Create payment link

Creates a payment link

Update invoice status

Updates the status of an existing invoice

Fetch item by SKU

Fetches the details of an existing item by SKU

Fetch public invoice payment link

Fetches the payment link for the specified invoice

Fetch item by name

Fetches the details of an existing item by name

Fetch payment

Fetches the details of an existing payment

Fetch estimate

Fetches the details of an existing invoice

Fetch item by ID

Fetches the details of an existing item by ID

Fetch contact by email

Fetches the details of an existing contact by email

Fetch recurring expense

Fetches the details of an existing recurring expense

Fetch invoice by number

Fetches the details of an existing invoice by number

Fetch contact by ID

Fetches the details of an existing contact by ID

Fetch contact by display name

Fetches the details of an existing contact by display name