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Zoho

Reference

14 actions for Zoho workflows.

01. Operations

Act on Zoho from a workflow

Operations are the actions a workflow can take in Zoho, grouped by category. Each lists its method, parameters, and a template you can drop it into.

Attachments

2 operations

Manage files and documents associated with your Zoho CRM records. Use these operations to upload new attachments or retrieve a complete list of files linked to a specific record for reference or further processing in your workflow.

Action

List Attachments for Zoho CRM Record

ZOHO_LIST_RECORD_ATTACHMENTS

Retrieve metadata about all files attached to a Zoho CRM record, such as file names, sizes, and upload dates, without downloading the actual files.

5 input
Action

Upload Attachment to Zoho CRM Record

ZOHO_UPLOAD_ATTACHMENT

Attach files or external links to your Zoho CRM records to keep all relevant documents and resources organized in one place.

5 input

Leads

1 operation

Transform lead records into opportunities or accounts as they progress through your sales process. This operation helps you automatically advance prospects once they meet conversion criteria in your automation workflow.

Action★ Featured

Convert Zoho CRM Lead

ZOHO_CONVERT_ZOHO_LEAD

Transforms a qualified lead into active business records by automatically creating a contact and account, with the option to generate an associated deal for immediate sales tracking.

7 input

Metadata

3 operations

Access structural information about your Zoho CRM setup, including available modules, field definitions, and related list configurations. Use these operations to dynamically understand your CRM schema and build flexible workflows that adapt to your organization's custom data model.

Action

Get Zoho CRM Module Fields Metadata

ZOHO_GET_MODULE_FIELDS

Retrieves detailed information about all fields in a Zoho CRM module, including their names, data types, and configurations, helping you understand the exact structure before adding or modifying records.

4 input
Action

Get Zoho CRM Related Lists Metadata

ZOHO_GET_RELATED_LISTS

Retrieves the metadata and API names for all related lists in a Zoho CRM module, helping you identify the correct field names needed to work with related records. This ensures you have accurate information before syncing or updating connected data without errors.

2 input
Action

List Zoho CRM Modules

ZOHO_LIST_MODULES

Retrieves a complete list of all available modules in your Zoho CRM account, including standard and custom modules, so you can identify the correct module names needed for other operations.

Records

4 operations

Perform core CRUD operations on Zoho CRM records across any module. Whether you need to fetch existing data, search for specific records, create new entries, or modify existing ones, these operations form the foundation of most CRM automation workflows.

Action★ Featured

Create Zoho CRM Record

ZOHO_CREATE_ZOHO_RECORD

Add new contacts, leads, deals, or other business records directly to your Zoho CRM account. This operation lets you quickly populate your CRM with customer information and business opportunities without manual data entry.

4 input
Action★ Featured

Search Zoho CRM Records

ZOHO_SEARCH_ZOHO_RECORDS

Find specific customer records, leads, or contacts in Zoho CRM by searching for matching criteria like names, emails, or phone numbers without having to browse through all records.

8 input
Action★ Featured

Update Zoho CRM Record

ZOHO_UPDATE_ZOHO_RECORD

Modify existing customer, deal, or other CRM records in Zoho with updated information like contact details, deal status, or custom fields. This helps you keep your customer data current and synchronized with your business changes.

6 input
Action

Get Zoho CRM Records

ZOHO_GET_ZOHO_RECORDS

Fetches customer records from any Zoho CRM module like Contacts, Leads, or Accounts so you can access, analyze, or sync your business data. Useful for pulling specific information to generate reports, automate workflows, or keep other tools updated with your latest CRM data.

9 input

Relations

2 operations

Work with linked records and relationships between different Zoho CRM modules. Use these operations to retrieve related data or update connection records, enabling you to maintain data consistency across related entities in your workflow.

Action

Get Zoho CRM Related Records

ZOHO_GET_RELATED_RECORDS

Retrieve related records like notes, attachments, and emails connected to a CRM contact or deal, helping you access all relevant information in one place.

11 input
Action

Update Related Records in Zoho CRM

ZOHO_UPDATE_RELATED_RECORDS

Creates or updates relationships between records across different Zoho CRM modules, allowing you to link parent records with related child records like connecting contacts to accounts or products to deals.

4 input

Tags

1 operation

Organize and categorize your Zoho CRM records with tags for better filtering and tracking. This operation allows you to automatically apply organizational tags to records as part of your workflow logic.

Action

Create Zoho CRM Tag

ZOHO_CREATE_ZOHO_TAG

Create custom organizational tags in Zoho CRM to categorize and label records within specific modules. Tags enable solopreneurs to establish consistent naming conventions and grouping systems for leads, deals, and other CRM data.

3 input

Users

1 operation

Retrieve information about users in your Zoho CRM instance for assignment, notification, or filtering purposes. Use this operation to dynamically reference user details when automating record assignments or user-dependent workflows.

Action

Get Zoho CRM Users

ZOHO_GET_ZOHO_USERS

Retrieves a list of all users in your Zoho CRM account with their details like names, emails, roles, and IDs. Use this to get the information needed to assign records to team members or manage user access across your CRM.

5 input
What now

Use Zoho in a workflow

Drop a trigger and an action into a template; approve from your phone; the workflow runs.

Browse workflow templates