Zoho CRM
Zoho CRM is a cloud-based customer relationship management platform that integrates sales, marketing, and customer support activities to streamline business processes and enhance team.
Categories: CRM
Type: zohoCrm/v1
Connections
Version: 1
OAuth2 Authorization Code
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
region | Region | STRING Optionszoho.eu, zoho.com, zoho.com.au, zoho.jp, zoho.in, zohocloud.ca | true | |
clientId | Client Id | STRING | true | |
clientSecret | Client Secret | STRING | true |
Actions
Add User
Name: addUser
Add user to your organization.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
first_name | First Name | STRING | First name of the user. | true |
last_name | Last Name | STRING | Last name of the user. | false |
STRING | User’s email. An invitation will be sent to this email address | true | ||
role | Role ID | STRING | ID of the role you want to assign the user with. | true |
profile | Profile ID | STRING | ID of the profile you want to assign the user with. | true |
Example JSON Structure
{ "label" : "Add User", "name" : "addUser", "parameters" : { "first_name" : "", "last_name" : "", "email" : "", "role" : "", "profile" : "" }, "type" : "zohoCrm/v1/addUser"}
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
users | ARRAY Items[{STRING(code), {STRING(id)}(details), STRING(message), STRING(status)}] |
Output Example
{ "users" : [ { "code" : "", "details" : { "id" : "" }, "message" : "", "status" : "" } ]}
Get Organization
Name: getOrganization
Gets information about the current organization.
Example JSON Structure
{ "label" : "Get Organization", "name" : "getOrganization", "type" : "zohoCrm/v1/getOrganization"}
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
org | ARRAY Items[{STRING(type), STRING(id), STRING(phone), STRING(company_name), STRING(primary_email)}] |
Output Example
{ "org" : [ { "type" : "", "id" : "", "phone" : "", "company_name" : "", "primary_email" : "" } ]}
List Users
Name: listUsers
Lists users found in Zoho account.
Properties
Name | Label | Type | Description | Required |
---|---|---|---|---|
type | Type | STRING OptionsAllUsers, ActiveUsers, DeactiveUsers, ConfirmedUsers, NotConfirmedUsers, DeletedUsers, ActiveConfirmedUsers, AdminUsers, ActiveConfirmedAdmins, CurrentUser | What type of user to return in list. | true |
Example JSON Structure
{ "label" : "List Users", "name" : "listUsers", "parameters" : { "type" : "" }, "type" : "zohoCrm/v1/listUsers"}
Output
Type: OBJECT
Properties
Name | Type | Description |
---|---|---|
users | ARRAY Items[{STRING(country), STRING(language), STRING(id), {STRING(name), STRING(id)}(profile), {STRING(name), STRING(id)}(created_by), STRING(full_name), STRING(status), {STRING(name), STRING(id)}(role), STRING(first_name), STRING(email)}] |
Output Example
{ "users" : [ { "country" : "", "language" : "", "id" : "", "profile" : { "name" : "", "id" : "" }, "created_by" : { "name" : "", "id" : "" }, "full_name" : "", "status" : "", "role" : { "name" : "", "id" : "" }, "first_name" : "", "email" : "" } ]}