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Visit Zoho CRM Zoho CRM is a comprehensive customer relationship management platform for managing leads, contacts, deals, accounts, and other CRM records.
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Module Entry Event
Triggers when records are created or updated in a module
- 2 parameters
- Module
- Actions
New User
Triggers when a new active user is added to your Zoho CRM account
Actions available for Zoho CRM on Stepper
Create Module Entry
Creates a new entry in a module
- 3 parameters
- Module
- Layout
- Trigger Workflows
Update Module Entry
Update existing entry in the selected module
- 4 parameters
- Module
- Layout
- Entry ID
- Trigger Workflows
Create/Update Module Entry
Create or update module entries
- 4 parameters
- Module
- Layout
- Duplicate Check Fields
- Trigger Workflows
Find Module Entry
Finds a single entry in a module
- 5 parameters
- Module
- Field Name
- Value
- Field Name 2
- Value 2
Find Module Entries
Finds multiple entries in a module
- 5 parameters
- Module
- Field Name
- Value
- Field Name 2
- Value 2
Add Attachment
Add attachment to the selected Module entry
- 4 parameters
- Module
- Entry ID
- File Name
- Attachment File
Add Tag
Add new tag to existing module entries
- 3 parameters
- Module
- Entry ID
- Tags
Convert Lead
Convert an existing lead to contact and account
- 12 parameters
- Lead ID
- Notify Lead Owner
- Notify New Entity Owner
- Account ID
- Overwrite
- Contact ID
- Assign To
- Move Attachments To
- Create a New Deal
- Contact Tags
- Account Tags
- Deal Tags
Update Related Module Entry
Relates an entry in this module with an entry in another module
- 4 parameters
- Module
- Entry ID
- Related Module
- Related Entry ID
Make HTTP Request
Make an HTTP request to any URL with full control over method, headers, and body.