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	Required
region	Region	STRING Options zoho.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
email	Email	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 Options AllUsers, 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" : ""
  } ]
}

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