Zoho CRM integration for your own 
personal dashboard or intranet

Get started with the Zoho CRM integration

These 2 Zoho CRM Cards can be added to your personal dashboard or intranet straight away:

Leads

Add to my dashboard

New Leads

Add to my dashboard

Make your own Adaptive Cards from Zoho CRM data

Once you connect the Zoho CRM API to your adenin account, a Card with your desired data will be generated and added to your dashboard.

Making changes to this Card’s layout is easy with our low-code Adaptive Card designer. Simply click on the ··· button and then Edit in Designer.

It’s incredibly developer-friendly and lets you drag-and-drop new elements into your design, or adjust the visual properties by selecting any element from the preview area.

Available data sources

The Zoho CRM connector API provides these 294 endpoints:

Leads

See all leads from your Zoho CRM account

New Leads

See new leads from your connected Zoho account

a Specific Email of a Record

Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.

Accounts

To get the list of available records in the Accounts module.

Accounts - get /crm/v4/Accounts/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Accounts - get /crm/v4/Accounts/{record_id}/actions/share

To get the details of a shared record in the Accounts module.

Accounts - get /crm/v4/Accounts/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Accounts - get /crm/v4/Accounts/{record_id}/photo

To download a photo associated with a module.

Accounts - get /crm/v4/Accounts/{record-id}/Attachments

Accounts - get /crm/v4/Accounts/actions/count

Accounts - get /crm/v4/Accounts/actions/mass_update

To get the status of the mass update job scheduled previously.

Accounts - get /crm/v4/Accounts/deleted

To get the list of available records in the Accounts module.

Accounts - get /crm/v4/Products/{record_id}/Accounts

To get the Accounts associated with a Product.

Accounts - get /crm/v4/settings/modules/Accounts

To get the metadata of the Accounts Module.

All Emails of a Record

Use this API to get the details of the emails sent from a record in any of these modules. This API returns ten emails per API call.

Assignment Rules

Attachments

To get the attachments associated with an Account.

Attachments - get /crm/v4/Campaigns/{record_id}/Attachments

To get the attachments associated with a Campaign.

Attachments - get /crm/v4/Cases/{record_id}/Attachments

To get the attachments associated with a Case.

Attachments - get /crm/v4/Deals/{record_id}/Attachments

To get the attachments associated with a Deal.

Attachments - get /crm/v4/Events/{record_id}/Attachments

To get the Attachments associated with an Event.

Attachments - get /crm/v4/Invoices/{record_id}/Attachments

To get the Attachments associated with an Invoice.

Attachments - get /crm/v4/Price_Books/{record_id}/Attachments

To get the Attachments associated with a Price Book.

Attachments - get /crm/v4/Products/{record_id}/Attachments

To get the attachments associated with a Product.

Attachments - get /crm/v4/Purchase_Orders/{record_id}/Attachments

To get the Attachments associated with a Purchase Order.

Attachments - get /crm/v4/Quotes/{record_id}/Attachments

To get the Attachments associated with a Quote.

Attachments - get /crm/v4/Sales_Orders/{record_id}/Attachments

To get the Attachments associated with a Sales Order.

Attachments - get /crm/v4/Solutions/{record_id}/Attachments

To get the Attachments associated with a Solution.

Attachments - get /crm/v4/Tasks/{record_id}/Attachments

To get the attachments associated with a Task.

Attachments - get /crm/v4/Vendors/{record_id}/Attachments

To get the Attachments associated with a Vendor.

Backup History

Backup Info

Backup URLs

Calls

To get the list of available records in the Calls module.

Calls - get /crm/v4/Accounts/{record_id}/Calls

To get the Calls associated with an Account.

Calls - get /crm/v4/Calls/actions/count

Calls - get /crm/v4/Calls/deleted

To get the list of available records in the Calls module.

Calls - get /crm/v4/Deals/{record_id}/Calls

To get the Calls associated with a Deal.

Calls - get /crm/v4/Leads/{record_id}/Calls

To get the Calls associated with a Lead.

Calls - get /crm/v4/settings/modules/Calls

To get the metadata of the Calls module.

Campaigns

To get the list of available records in the Campaigns module.

Campaigns - get /crm/v4/Campaigns/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Campaigns - get /crm/v4/Campaigns/{record_id}/actions/share

To get the details of a shared record in the Campaigns module.

Campaigns - get /crm/v4/Campaigns/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Campaigns - get /crm/v4/Campaigns/{record-id}/Attachments

Campaigns - get /crm/v4/Campaigns/actions/count

Campaigns - get /crm/v4/Campaigns/actions/mass_update

To get the status of the mass update job scheduled previously.

Campaigns - get /crm/v4/Campaigns/deleted

To get the list of available records in the Campaigns module.

Campaigns - get /crm/v4/Contacts/{record_id}/Campaigns

To get the Campaigns associated with a Contact.

Campaigns - get /crm/v4/Leads/{record_id}/Campaigns

To get the Campaigns associated with a Lead.

Campaigns - get /crm/v4/settings/modules/Campaigns

To get the metadata of the Campaigns module.

Cases

To get the list of available records in the Cases module.

Cases - get /crm/v4/Accounts/{record_id}/Cases

To get the Cases associated with an Account.

Cases - get /crm/v4/Cases/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Cases - get /crm/v4/Cases/{record_id}/actions/share

To get the details of a shared record in the Cases module.

Cases - get /crm/v4/Cases/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Cases - get /crm/v4/Cases/{record-id}/Attachments

Cases - get /crm/v4/Cases/actions/count

Cases - get /crm/v4/Cases/actions/mass_update

To get the status of the mass update job scheduled previously.

Cases - get /crm/v4/Cases/deleted

To get the list of available records in the Cases module.

Cases - get /crm/v4/Contacts/{record_id}/Cases

To get the Cases associated with a Contact.

Cases - get /crm/v4/Deals/{record_id}/Cases

To get the cases associated with a Deal.

Cases - get /crm/v4/Products/{record_id}/Cases

To get the Cases associated with a Product.

Cases - get /crm/v4/settings/modules/Cases

To get the metadata of the Cases module.

Child Accounts

To get the child accounts of the current Account.

Child Campaigns

To get the Child Campaigns associated with a Campaign.

Contact Roles

Contacts

To get the list of available records in the Contacts module.

Contacts - get /crm/v4/Accounts/{record_id}/Contacts

To get the contacts associated with an Account.

Contacts - get /crm/v4/Campaigns/{record_id}/Contacts

To get the Contacts associated with a Campaign.

Contacts - get /crm/v4/Contacts/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Contacts - get /crm/v4/Contacts/{record_id}/actions/share

To get the details of a shared record in the Contacts module.

Contacts - get /crm/v4/Contacts/{record_id}/Attachments

Contacts - get /crm/v4/Contacts/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Contacts - get /crm/v4/Contacts/{record_id}/photo

To download a photo associated with a module.

Contacts - get /crm/v4/Contacts/actions/count

Contacts - get /crm/v4/Contacts/actions/mass_update

To get the status of the mass update job scheduled previously.

Contacts - get /crm/v4/Contacts/deleted

To get the list of available records in the Contacts module.

Contacts - get /crm/v4/Products/{record_id}/Contacts

To get the Contacts associated with a Product.

Contacts - get /crm/v4/settings/modules/Contacts

To get the metadata of the Contacts Module.

Contacts - get /crm/v4/Vendors/{record_id}/Contacts

To get the Contacts associated with a Vendor.

Currencies Data

To get all the available currencies in your organization.

Custom

To get the list of available records in the Custom module. Specify the API name of the custom module in the request.

Custom - get /crm/v4/{custom_module_api_name}/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Custom - get /crm/v4/{custom_module_api_name}/{record_id}/actions/share

To get the details of a shared record in the Custom module.

Custom - get /crm/v4/{custom_module_api_name}/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Custom - get /crm/v4/{custom_module_api_name}/{record_id}/photo

To download a photo associated with a module.

Custom - get /crm/v4/{custom_module_api_name}/actions/count

Custom - get /crm/v4/{custom_module_api_name}/deleted

To get the list of available records in the Custom module. Specify the API name of the custom module in the request.

Custom - get /crm/v4/Notes/{record-id}/Attachments

Custom - get /crm/v4/settings/custom_views

To get the metadata of the custom module.

Custom - get /crm/v4/settings/layouts

To get the metadata of the custom module.

Custom - get /crm/v4/settings/module/{Custom_module_API_name}

To get the metadata of the custom module.

Custom - get /crm/v4/settings/related_lists

To get the metadata of the custom module.

Custom - get /crm/v4/settings/tags

To display all the tags in the Custom module.

Custom - get /crm/v4/settings/tags/{tag_id}/actions/records_count

To get the total number of records under a tag.

Deals

To get the list of available records in the Deals module.

Deals - get /crm/v4/Accounts/{record_id}/Deals

To get the Deals associated with an Account.

Deals - get /crm/v4/Campaigns/{record_id}/Deals

To get the Deals associated with a Campaign.

Deals - get /crm/v4/Contacts/{record_id}/Deals

To get the Deals associated with a Contact.

Deals - get /crm/v4/Deals/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Deals - get /crm/v4/Deals/{record_id}/actions/share

To get the details of a shared record in the Deals module.

Deals - get /crm/v4/Deals/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Deals - get /crm/v4/Deals/{record-id}/Attachments

Deals - get /crm/v4/Deals/actions/count

Deals - get /crm/v4/Deals/actions/mass_update

To get the status of the mass update job scheduled previously.

Deals - get /crm/v4/Deals/deleted

To get the list of available records in the Deals module.

Deals - get /crm/v4/Products/{record_id}/Deals

To get the Deals associated with a Product.

Deals - get /crm/v4/settings/modules/Deals

To get the metadata of the Deals module

Download Backup Data

Download Bulk Read Result

Download Fields' Attachments

Download Inline Images

Download the inline images from an email.

Email Templates

Entity Scores

To get the Campaigns associated with a Lead.

Events

To get the list of available records in the Events module.

Events - get /crm/v4/Accounts/{record_id}/Events

To get the Events associated with an Account.

Events - get /crm/v4/Contacts/{record_id}/Events

To get the Events associated with a Contact.

Events - get /crm/v4/Deals/{record_id}/Events

To get the Events associated with a Deal.

Events - get /crm/v4/Events/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Events - get /crm/v4/Events/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Events - get /crm/v4/Events/{record-id}/Attachments

Events - get /crm/v4/Events/actions/count

Events - get /crm/v4/Events/deleted

To get the list of available records in the Events module.

Events - get /crm/v4/Leads/{record_id}/Events

To get the Events associated with a Lead record.

Events - get /crm/v4/settings/modules/Events

To get the metadata of the Events module.

from addresses

Get All Groups

Get the details of the user groups created for your organization.

Get Bulk Read Job Details

To get the details of a bulk read job performed previously.

Get Contact Roles of a Specific Deal

Get Email Attachments

Download the attachments of an email.

Get Files

To fetch a file using its encrypted ID.

Get Map Dependency

Get the details of the parent and child fields configured for a module.

Get Scoring Rules

Get Sharing Details

Get the details of the users and the type with whom you can share the record's emails.

Get Territories Assigned

Get User's Unavailbility

Inventory templates

Invoices

To get the list of available records in the Invoices module.

Invoices - get /crm/v4/Accounts/{record_id}/Invoices

To get the Invoices associated with an Account.

Invoices - get /crm/v4/Contacts/{record_id}/Invoices

To get the Invoices associated with a Contact.

Invoices - get /crm/v4/Invoices/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Invoices - get /crm/v4/Invoices/{record_id}/actions/share

To get the details of a shared record in the Invoices module.

Invoices - get /crm/v4/Invoices/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Invoices - get /crm/v4/Invoices/actions/count

Invoices - get /crm/v4/Invoices/actions/mass_update

To get the status of the mass update job scheduled previously.

Invoices - get /crm/v4/Invoices/deleted

To get the list of available records in the Invoices module.

Invoices - get /crm/v4/Sales_Orders/{record_id}/Invoices

To get the Invoices associated with a Sales Order.

Job Details

To get the details of a bulk write job performed previously.

Lead Conversion options

GET

Leads - get /crm/v4/Campaigns/{record_id}/Leads

To get the Leads associated with a Campaign.

Leads - get /crm/v4/Leads/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Leads - get /crm/v4/Leads/{record_id}/actions/share

To get the details of a shared record in the Leads module.

Leads - get /crm/v4/Leads/{record_id}/Attachments

Leads - get /crm/v4/Leads/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Leads - get /crm/v4/Leads/{record_id}/photo

To download a photo associated with a module.

Leads - get /crm/v4/Leads/actions/count

Leads - get /crm/v4/Leads/actions/mass_update

To get the status of the mass update job scheduled previously.

Leads - get /crm/v4/Leads/deleted

To get the list of available records in the Leads module.

Leads - get /crm/v4/Products/{record_id}/Leads

To get the Leads associated with a Product.

Leads - get /crm/v4/settings/modules/Leads

To get the metadata of the Leads Module.

Mass Change Owner - Job Status

Get the status of the mass change owner job scheduled previously.

Mass Convert Lead Status

Get the status of the mass convert lead job scheduled previously.

Mass Delete Status

Modules

To get the module related data. This will retrieve the list of modules available in your CRM account.

Notes

To get the notes associated with a Lead

Notes - get /crm/v4/Accounts/{record_id}/Notes

To get the Notes associated with an Account.

Notes - get /crm/v4/Calls/{record_id}/Notes

To get the Notes associated with Calls.

Notes - get /crm/v4/Campaigns/{record_id}/notes

To get the notes associated with a Campaign.

Notes - get /crm/v4/Cases/{record_id}/Notes

To get the notes associated with a Case.

Notes - get /crm/v4/Contacts/{record_id}/Notes

To get the Notes associated with a Contact.

Notes - get /crm/v4/Deals/{record_id}/Notes

To get the Notes associated with a Deal.

Notes - get /crm/v4/Events/{record_id}/Notes

To get the Notes associated with Events.

Notes - get /crm/v4/Invoices/{record_id}/Notes

To get the Notes associated with an Invoice.

Notes - get /crm/v4/Invoices/{record-id}/Attachments

Notes - get /crm/v4/Notes

To get the list of notes.

Notes - get /crm/v4/notes/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Notes - get /crm/v4/Price_Books/{record_id}/Notes

To get the Notes associated with a Price Book.

Notes - get /crm/v4/Products/{record_id}/Notes

To get the Notes associated with a Product.

Notes - get /crm/v4/Purchase_Orders/{record_id}/Notes

To get the Notes associated with a Purchase Order.

Notes - get /crm/v4/Quotes/{record_id}/Notes

To get the Notes associated with a Quote.

Notes - get /crm/v4/Sales_Orders/{record_id}/Notes

To get the Notes associated with a Sales Order.

Notes - get /crm/v4/Solutions/{record_id}/Notes

To get the Notes associated with a Solution.

Notes - get /crm/v4/Tasks/{record_id}/Notes

To get the notes associated with a Task.

Notes - get /crm/v4/Vendors/{record_id}/Notes

To get the Notes associated with a Vendor.

Notification Details

To get the details of the notifications enabled by the user.

Organization Details

To get the organization data.

Pipeline

Portals

Get the details of the portals available in your org.

Price Books

To get the Price Books associated with a Product.

Price Books - get /crm/v4/Price_Books/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Price Books - get /crm/v4/Price_Books/{record_id}/actions/share

To get the details of a shared record in the Price Books module.

Price Books - get /crm/v4/Price_Books/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Price Books - get /crm/v4/Price_Books/{record-id}/Attachments

Price Books - get /crm/v4/Price_Books/actions/mass_update

To get the status of the mass update job scheduled previously.

Price Books - get /crm/v4/settings/modules/Price_Books

To get the metadata of the Price Books module.

PriceBooks

To get the list of available records in the Price Books module.

PriceBooks - get /crm/v4/Price_Books/actions/count

PriceBooks - get /crm/v4/Price_Books/deleted

To get the list of available records in the Price Books module.

Products

To get the list of available records in the Products module.

Products - get /crm/v4/Accounts/{record_id}/Products

To get the Products associated with an Account.

Products - get /crm/v4/Contacts/{record_id}/Products

To get the Products associated with a Contact.

Products - get /crm/v4/Deals/{record_id}/Products

To get the Products associated with a Deal.

Products - get /crm/v4/Leads/{record_id}/Products

To get the Products associated with the Leads.

Products - get /crm/v4/Price_Books/{record_id}/Products

To get the Products associated with a Price Books.

Products - get /crm/v4/Products/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Products - get /crm/v4/Products/{record_id}/actions/share

To get the details of a shared record in the Products module.

Products - get /crm/v4/Products/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Products - get /crm/v4/Products/{record_id}/photo

To download a photo associated with a module.

Products - get /crm/v4/Products/{record-id}/Attachments

Products - get /crm/v4/Products/actions/count

Products - get /crm/v4/Products/actions/mass_update

To get the status of the mass update job scheduled previously.

Products - get /crm/v4/Products/deleted

To get the list of available records in the Products module.

Products - get /crm/v4/settings/modules/Products

To get the metadata of the Products module.

Products - get /crm/v4/Vendors/{record_id}/Products

To get the Products associated with a Vendor.

Profiles

To retrieve the data of profiles of your organization.

Purchase Orders

To get the list of available records in the Purchase Orders module.

Purchase Orders - get /crm/v4/Contacts/{record_id}/PurchaseOrders

To get the Purchase Orders associated with a Contact.

Purchase Orders - get /crm/v4/Purchase_Orders/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Purchase Orders - get /crm/v4/Purchase_Orders/{record_id}/actions/share

To get the details of a shared record in the Purchase Orders module.

Purchase Orders - get /crm/v4/Purchase_Orders/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Purchase Orders - get /crm/v4/Purchase_Orders/{record-id}/Attachments

Purchase Orders - get /crm/v4/Purchase_Orders/actions/mass_update

To get the status of the mass update job scheduled previously.

Purchase Orders - get /crm/v4/Purchase_Orders/deleted

To get the list of available records in the Purchase Orders module.

Purchase Orders - get /crm/v4/settings/fields

To get the metadata of the Purchase Orders module.

Purchase Orders - get /crm/v4/Vendors/{record_id}/PurchaseOrders

To get the Purchase Orders associated with a Vendor.

Purchase_Orders

Quote Stage History

To get the Stage History of a Quote.

Quotes

To get the list of available records in the Quotes module.

Quotes - get /crm/v4/Accounts/{record_id}/Quotes

To get the Quotes associated with an Account.

Quotes - get /crm/v4/Contacts/{record_id}/Quotes

To get Quotes associated with a Contact.

Quotes - get /crm/v4/Deals/{record_id}/Quotes

To get the quotes associated with a Deal.

Quotes - get /crm/v4/Quotes/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Quotes - get /crm/v4/Quotes/{record_id}/actions/share

To get the details of a shared record in the Quotes module.

Quotes - get /crm/v4/Quotes/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Quotes - get /crm/v4/Quotes/{record-id}/Attachments

Quotes - get /crm/v4/Quotes/actions/count

Quotes - get /crm/v4/Quotes/actions/mass_update

To get the status of the mass update job scheduled previously.

Quotes - get /crm/v4/Quotes/deleted

To get the list of available records in the Quotes module.

Reporting Contacts

GET

Roles

To retrieve the details about roles in your organization.

Sales Orders

To get the list of available records in the Sales Orders module.

Sales Orders - get /crm/v4/Accounts/{record_id}/SalesOrders

To get the Sales Orders associated with an Account.

Sales Orders - get /crm/v4/Contacts/{record_id}/SalesOrders

To get the Sales Orders associated with a Contact.

Sales Orders - get /crm/v4/Quotes/{record_id}/SalesOrders

To get the Sales Orders associated with a Quote.

Sales Orders - get /crm/v4/Sales_Orders/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Sales Orders - get /crm/v4/Sales_Orders/{record_id}/actions/share

To get the details of a shared record in the Sales Orders module.

Sales Orders - get /crm/v4/Sales_Orders/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Sales Orders - get /crm/v4/Sales_Orders/{record-id}/Attachments

Sales Orders - get /crm/v4/Sales_Orders/actions/mass_update

Sales Orders - get /crm/v4/Sales_Orders/deleted

To get the list of available records in the Sales Orders module.

Sales_Orders

Search Using Word

Performs search using word

Solutions

To get the list of available records in the Solutions module.

Solutions - get /crm/v4/Products/{record_id}/Solutions

To get the Solutions associated with a Product.

Solutions - get /crm/v4/settings/modules/Solutions

To get the metadata of the Solutions module.

Solutions - get /crm/v4/Solutions/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Solutions - get /crm/v4/Solutions/{record_id}/actions/share

To get the details of a shared record in the Solutions module.

Solutions - get /crm/v4/Solutions/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Solutions - get /crm/v4/Solutions/{record-id}/Attachments

Solutions - get /crm/v4/Solutions/actions/count

Solutions - get /crm/v4/Solutions/actions/mass_update

To get the status of the mass update job scheduled previously.

Solutions - get /crm/v4/Solutions/deleted

To get the list of available records in the Solutions module.

Sources by Type

Get the details of a member of a user group by the type.

Subforms

To get the subform data in a record.

Tasks

To get the list of available records in the Tasks module.

Tasks - get /crm/v4/Accounts/{record_id}/Tasks

To get the Tasks associated with an Account.

Tasks - get /crm/v4/Deals/{record_id}/Tasks

To get the Tasks associated with a Deal.

Tasks - get /crm/v4/Leads/{record_id}/Tasks

To get the Tasks associated with a Lead.

Tasks - get /crm/v4/settings/modules/Tasks

To get the metadata of the Tasks module.

Tasks - get /crm/v4/Tasks/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Tasks - get /crm/v4/Tasks/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Tasks - get /crm/v4/Tasks/{record-id}/Attachments

Tasks - get /crm/v4/Tasks/actions/count

Tasks - get /crm/v4/Tasks/deleted

To get the list of available records in the Tasks module.

Territories

To get the list of territories enabled for your organization.

Territories of a User

GET

User Types

User type is a label for the users who will be accessing the CRM modules via portal. You can configure permissions for the user types that will enable

Users Data

To retrieve the users' data specified in the API request. You can specify the type of users that needs to be retrieved using the Users API. For exampl

Users of a User Type

Get the list of users available in a user type of a portal.

Validate before transferring

To retrieve the users' data specified in the API request. You can specify the type of users that needs to be retrieved using the Users API. For exampl

Variables Data

To retrieve all the available variables through an API request.

Variables Groups

To get the details of any variable group. Specify the unique ID or the API name of the variable group in your API request to get the data for that par

Vendors

To get the list of available records in the Vendors module.

Vendors - get /crm/v4/settings/modules/Vendors

To get the metadata of the Vendors module.

Vendors - get /crm/v4/Vendors/{record_id}/actions/blueprint

To get the next available transitions for that record, fields available for each transitions, current value of each field, and their validation(if any

Vendors - get /crm/v4/Vendors/{record_id}/actions/share

To get the details of a shared record in the Vendors module.

Vendors - get /crm/v4/Vendors/{record_id}/Attachments/{attachment_id}

To download a file attached to a record.

Vendors - get /crm/v4/Vendors/{record_id}/photo

To download a photo associated with a module.

Vendors - get /crm/v4/Vendors/{record-id}/Attachments

Vendors - get /crm/v4/Vendors/actions/count

Vendors - get /crm/v4/Vendors/actions/mass_update

To get the status of the mass update job scheduled previously.

Vendors - get /crm/v4/Vendors/deleted

To get the list of available records in the Vendors module.

Wizards

See 278 more 

How to install the Zoho CRM integration on your personal dashboard

1. Click the Add button below

   Add Zoho CRM to adenin

2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your Zoho CRM integration will start.

3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your Zoho CRM account and more attributes (if they are required).

   At the end click Finish and our built-in smart technology generates a Card with the live data it received from the Zoho CRM API.

   

   

   Zoho CRM

4. Your Card will now appear on your adenin dashboard.

5. Modify or embed your Adaptive Card from the ··· button in the top right-hand corner of your card:

   Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

   By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your Zoho CRM integration works as a SharePoint web part, or with chatbots such as Microsoft Teams.