Zoho Action
An automated action that syncs lead or call data to Zoho CRM, such as creating or updating a record.
GET /zoho_crm_commands
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/zoho_crm_commands
List Zoho Action records.
Returns the Zoho Actions on the account, each one defining what happens in Zoho CRM when its parent schedule action fires, such as creating or updating a Contact, Note, or Call, or converting a Lead. Supports the standard pagination and filtering parameters plus filtering by a list of ids.
Params
| Param name | Description |
|---|---|
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ids Optional |
Return records matching these ids.
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page Optional |
Return the next page of results.
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per_page Optional |
How many results to return per page. The default is 25.
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created_at_to Optional |
Date formatted like 2016-01-01 12:25:15 -0500
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created_at_from Optional |
Date formatted like 2016-01-01 12:25:15 -0500
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fulltext Optional |
Search for any record that matches this text
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time_zone Optional |
Date ranges will be parsed using this time zone.
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columns Optional |
Specify the columns you would like returned by the API for a given resource.
Limiting the columns can significantly increase API response time since only the requested data will be processed.
columns=uuid,number,created_at
Must be any combination of:
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root Optional |
Pass
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GET /zoho_crm_commands/new
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/zoho_crm_commands/new
Build Zoho Action with defaults.
Returns a Zoho Action built with default attributes for previewing available fields before creating one. It is not saved, and no request is sent to Zoho.
Params
| Param name | Description |
|---|---|
|
schedule_action_id Optional Blank value allowed |
Schedule Action
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action_type Optional Blank value allowed |
Action Type
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module_type Optional Blank value allowed |
Module Type
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module_primary_key Optional Blank value allowed |
Module Primary Key
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zoho_parent_type Optional Blank value allowed |
The Zoho CRM module (for example Leads or Contacts) a Notes action attaches its note to.
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token_value_map_group_ids Optional Blank value allowed |
Map lead and call data to custom values by assigning these Token Value Map Groups to this action.
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POST /zoho_crm_commands
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/zoho_crm_commands
Create Zoho Action.
Creates a Zoho Action tied to a schedule action, an action_type (create_module_entry, convert_lead, create_update_module_entry, or update_module_entry), and a Zoho module_type. On creation the integration calls out to Zoho live to fetch that modules field list and auto-generate its field mappings, so the parent schedule action must already have a working Zoho connection.
Params
| Param name | Description |
|---|---|
|
schedule_action_id Optional Blank value allowed |
Schedule Action
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action_type Optional Blank value allowed |
Action Type
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module_type Optional Blank value allowed |
Module Type
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module_primary_key Optional Blank value allowed |
Module Primary Key
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zoho_parent_type Optional Blank value allowed |
The Zoho CRM module (for example Leads or Contacts) a Notes action attaches its note to.
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token_value_map_group_ids Optional Blank value allowed |
Map lead and call data to custom values by assigning these Token Value Map Groups to this action.
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GET /zoho_crm_commands/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/zoho_crm_commands/:id
Get Zoho Action by id.
Returns a single Zoho Action by id, scoped to the current company.
PUT /zoho_crm_commands/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/zoho_crm_commands/:id
Update Zoho Action by id.
Updates a Zoho Actions action type, module type, module primary key, or linked schedule action by id. Unlike create, updating does not call out to Zoho again, so changing module_type on an existing record will not regenerate its field mappings.
Params
| Param name | Description |
|---|---|
|
schedule_action_id Optional Blank value allowed |
Schedule Action
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action_type Optional Blank value allowed |
Action Type
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module_type Optional Blank value allowed |
Module Type
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module_primary_key Optional Blank value allowed |
Module Primary Key
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zoho_parent_type Optional Blank value allowed |
The Zoho CRM module (for example Leads or Contacts) a Notes action attaches its note to.
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token_value_map_group_ids Optional Blank value allowed |
Map lead and call data to custom values by assigning these Token Value Map Groups to this action.
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DELETE /zoho_crm_commands/:id
Authorization Requiredhttps://[your-subdomain].trackdrive.com/api/v1/zoho_crm_commands/:id
Destroy Zoho Action by id.
Soft deletes a Zoho Action by id, excluding it from future lookups and from firing on its schedule action without permanently removing the record. The webhook parameter mappings and response parsers configured on it are not deleted along with it.