Zoho CRM + Nerve

Read file

Read file. Download a file content from Zoho CRM. e.g.: a Backup File

Get Record

Get Record. Gets a record by id from any module, with all its fields

Convert Lead

Convert Lead. Converts a lead into a contact and account, and optionally a deal

List Modules

List Modules. Lists the modules available through the API

Get Module Fields

Get Module Fields. Lists the fields of a module, custom fields included

Get Related Lists

Get Related Lists. Lists the related lists of a module

List Users

List Users. Lists CRM users

Get User

Get User. Gets a CRM user by id

Get Current User

Get Current User. Gets the connected CRM user

List Records

List Records. Lists records of a module, one page at a time

Get Record

Get Record. Gets one record by id

Convert Lead

Convert Lead. Converts a lead to a contact, account and optional deal

Create Record

Create Record. Creates a record in any module, including custom fields

Update Record

Update Record. Updates fields of a record in any module. Fields left empty are not changed

Create or Update Record

Create or Update Record. Updates the record that matches on the duplicate-check fields, or creates it if none matches

Delete Record

Delete Record. Deletes a record (it moves to the Zoho CRM Recycle Bin)

Add Note

Add Note. Adds a note to a record

Add Tags to Record

Add Tags to Record. Adds existing or new tags to a record. New tag names are created first

Create Record

Create Record. Creates a record in any module from a JSON object of fields

Update Record

Update Record. Updates the given fields of a record; other fields are unchanged

Delete Record

Delete Record. Deletes a record (moves it to the Recycle Bin)

Upsert Record

Upsert Record. Updates the matching record or creates it

Create Lead

Create Lead. Creates a lead

Create Contact

Create Contact. Creates a contact