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 project

Creates a new project

Add existing client company to a project

Adds an existing client company to a project

Add comment to bug

Adds a new comment to the selected bug

Add followers to task

Adds the specified users as followers to an existing task

Create milestone

Creates a new milestone

Create task

Creates a new task

Create issue time log

Creates a time log for the selected issue

Create comment in project

Creates a new comment in the selected project

Add comment

Adds a comment to the selected task

Create general time log

Creates a general time log for the selected project

Create subtask

Creates a new subtask in the selected task

Submit bug

Submits a new bug/issue

Add user to project

Adds a user to the selected project

Add client to project

Adds a client to the selected project

Create time log for task

Creates a time log for the selected task

Create task list

Creates a new task list

Create event

Creates a new event

Add client company

Creates a new client company

Complete milestone

Completes an existing milestone

Update client company

Updates the details of an existing client company

Update task list

Updates the details of a task list using its ID

Update general time log

Updates the details of an existing general time log

Update issue time log

Updates the details of an existing issue time log

Update task or subtask

Updates the task or subtask details for the specified ID

Update bug

Updates the details of an existing bug/issue

Update task time log

Updates the details of an existing task time log

Update project

Updates the details of an existing project

Fetch bug in project

Fetches the details of an existing bug/task in the selected project

Fetch task status

Fetches the status of an existing task by task name

Fetch CRM deals

Fetch the CRM deals associated with the selected project

Fetch project - By search term

Fetches the details of an existing project by search term

Fetch project - By ID

Fetches the details of an existing project by ID

Fetch time log

Fetches the details of an existing time log by bill status and owner

Fetch clients in a project

Fetches the clients associated with the selected project

Fetch milestone by ID

Fetches the details of an existing milestone by ID

Fetch task list

Fetches the details of an existing task list by name

Fetch task

Fetches the details of an existing task by name

Fetch task in project

Fetches the details of an existing task by ID, name, owner, or status in the selected project

Fetch project status

Fetches the status of a project by name

Fetch milestone

Fetch the details of an existing milestone by search term

Fetch user

Fetches the details of an existing user by email address or user ID

Fetch user in portal

Fetches the details of a user in the selected portal using email address

Fetch tag

Fetches the specified tag using name