Connect Zoho CRM to Salesflare

Converts a Lead into a Contact or an Account. See the documentation

Create a new object/module entry. See the documentation

Downloads an attachment file from Zoho CRM, saves it in the temporary file system and exports the file path for use in a future step.

Gets record data given its id.

Gets the field metadata for the specified module

Retrieves a list of all the modules available in your CRM account.

Gets the list of available records from a module.

Retrieves the records that match your search criteria.

Updates existing entities in the module. See the documentation

Uploads an attachment file to Zoho CRM from a URL or file path. See the documentation

Adds a contact to an account See the docs here

Adds a user to an account See the docs here

Create an account. See the docs here

Create a call. See the docs here

Create a contact See the docs here

Create an internal note. See the docs here

Create a meeting See the docs here

Create opportunity. See the docs here

Create a task See the docs here

Finds accounts according to props configured, if no prop configured returns all accounts, See the docs

Finds contacts according to props configured, if no prop configured returns all contacts See the docs here

Finds opportunities according to props configured, if no prop configured returns all opportunities See the docs here

Finds people according to props configured, if no prop configured returns all people See the docs here

Finds pipeline stages according to props configured, if no prop configured returns all stages See the docs here

Finds users according to props configured, if no prop configured returns all users See the docs here

Finds workflows according to props configured, if no prop configured returns all workflows, See the docs here

Retrieves available options for the Currency field.

Remove a contact from a workflow See the docs here

Update an account See the docs here

Updates a contact. See the docs here

Update an Opportunity See the docs here