Zoho CRM Actions API
The Actions API from Zoho CRM — 36 operation(s) for actions.
Zoho CRM Actions API is one of 36 APIs that Zoho CRM publishes on the APIs.io network, described by a machine-readable OpenAPI specification and an AsyncAPI event-driven specification.
Tagged areas include Actions. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an AsyncAPI specification, and an API reference.
This API exposes 48 operations across 36 paths, and defines 130 schemas. It is described by OpenAPI 3.2.0, at version 1.0.
Requests are made against 3 base URLs: https://www.zohoapis.com/crm/{version}, https://zohoapis.{dc}/crm/{version}, https://www.zohoapis.{dc}/crm/{version}.
48 operations
36 paths
130 schemas
2 DELETE9 GET1 PATCH34 POST2 PUT
Metadata
The identity and technical contract details declared by the specification.
Authentication & Security 1
Zoho CRM Actions API declares
1 security scheme
for authenticating requests.
It supports OAuth 2.0 (iam-oauth2-schema) using the authorizationCode flow, exposing 3 scopes.
iam-oauth2-schema— Zoho CRM OAuth2 Authentication.
Paths & Operations 48
Across 36 paths, the API surfaces 48 operations — 2 DELETE, 9 GET, 1 PATCH, 34 POST, 2 PUT. Each is listed below with its method, path, parameters, and response codes.
Actions 48
POST
/{module}/{recordId}/actions/associate_email
Associate Email
POST
/{module}/actions/unenrol_from_cadences
Unenroll records from cadences
POST
/{module}/actions/enrol_in_cadences
Enroll records into cadences
POST
/{module}/{record}/actions/change_owner
Change owner for a single record
POST
/{module}/actions/change_owner
Change owner for multiple records
GET
/{moduleApiName}/actions/fetch_full_data
Fetch full data for multiple records
GET
/{moduleApiName}/{id}/actions/fetch_full_data
Fetch full data for a single record
GET
/{module}/{masterRecordId}/actions/merge
Get Merge Job Status
POST
/{module}/{masterRecordId}/actions/merge
Merge Records
POST
/{moduleApiName}/{recordId}/actions/get_related_records_count
Get Related Records Count
POST
/{moduleApiName}/{id}/actions/convert
Convert an inventory record
POST
/{moduleApiName}/{recordId}/actions/send_mail_merge
POST /{moduleAPIname}/{recordId}/actions/sendmailmerge
POST
/{moduleApiName}/{recordId}/actions/sign_mail_merge
POST /{moduleAPIname}/{recordId}/actions/signmailmerge
POST
/{moduleApiName}/{recordId}/actions/download_mail_merge
POST /{moduleAPIname}/{recordId}/actions/downloadmailmerge
POST
/{module}/actions/mass_change_owner
Mass change owner of records
GET
/{module}/actions/mass_change_owner
Check mass change owner job status
POST
/{module}/actions/mass_delete
Mass delete with record ids and custom view id
GET
/{module}/actions/mass_delete
Retrieve mass delete job status
POST
/{module}/actions/mass_update
Mass Update API
GET
/{module}/actions/mass_update
Retrieve the status of a mass update job
GET
/actions/watch
List active notification channels
POST
/actions/watch
Create notification channels
PUT
/actions/watch
Update full notification details
PATCH
/actions/watch
Update specific notification information
DELETE
/actions/watch
Disable notification channels
POST
/{module}/actions/portal_invite
Invite portal users
GET
/{module}/actions/portal_invite
Invite portal users
POST
/{module}/{recordId}/actions/portal_invite
Invite portal users
POST
/{module}/{recordID}/actions/clone
To clone a record in a module
POST
/{moduleApiName}/{id}/actions/share_emails
Share Emails of a record
POST
/{moduleApiName}/{id}/actions/unshare_emails
Unshare Emails of a record
POST
/{moduleApiName}/actions/share_emails
Share Emails in Bulk
POST
/{moduleApiName}/actions/unshare_emails
Unshare Emails in Bulk
POST
/{moduleName}/{id}/actions/send_mail
Send an email to a record
GET
/{moduleApiName}/{recordId}/actions/share
Get Share Records
POST
/{moduleApiName}/{recordId}/actions/share
Create Share Records
PUT
/{moduleApiName}/{recordId}/actions/share
Update Share Records
DELETE
/{moduleApiName}/{recordId}/actions/share
Delete Share Records
POST
/{module}/actions/add_tags
POST /{module}/actions/addtags
POST
/{module}/actions/remove_tags
POST /{module}/actions/removetags
POST
/{module}/{id}/actions/add_tags
POST /{module}/{id}/actions/addtags
POST
/{module}/{id}/actions/remove_tags
POST /{module}/{id}/actions/removetags
POST
/{module}/{record}/actions/assign_territories
Asssign Territories To Record
POST
/{module}/actions/assign_territories
Asssign Territories To Records
POST
/{module}/{record}/actions/remove_territories
Remove Territories To Record
POST
/{module}/actions/remove_territories
Remove Territories To Records
POST
/{module}/actions/unblock_email
Unblock bulk emails in a module
POST
/{module}/{id}/actions/unblock_email
Unblock single email
Schemas 130
The contract defines 130 schemas that model the data the API accepts and returns. The most detailed are EmailObject (11 properties), SendMailMergeNested (9 properties), ErrorDetails_2 (8 properties), PostaddtagsResponse200 (6 properties). Each schema is shown below with its type and property counts.
ActionResponse
object
Generic wrapper for multiple record action responses.
1 property
AttachmentRef
object
Reference to an email attachment.
1 property
1 required
EmailAddress
object
Object representing an email address and display name.
2 properties
1 required
EmailObject
object
Detailed email metadata object.
11 properties
7 required
ErrorResponse
object
Details about a failed API request.
4 properties
AssociateEmailRequest
object
Request body for associating an email with a record.
1 property
1 required
PostCadencesRequest
object
Request body schema
2 properties
2 required
CadencesNested
object
Nested schema for cadences
2 properties
ErrorResponseCore260315750
object
API not supported for client portal users
4 properties
4 required
ErrorResponseCore814179042
object
Invalid data type for field: cadencesids
4 properties
4 required
ErrorDataNested
object
Nested schema for data
4 properties
ErrorResponseCore1137512454
object
Invalid data type for field: cadencesids
4 properties
4 required
PostcadencesResponse200
object
Successful API operation completed
1 property
ErrorResponse403
object
No permission to access this resource
4 properties
4 required
ErrorResponseCore1243473672
object
API not supported for selected domains
4 properties
4 required
PostcadencesResponse207
object
Multi status response for unenrolment
1 property
DetailsNested
object
Nested schema for details
2 properties
ErrorResponseCore1414382895
object
id given is not manual enrollment cadence
4 properties
4 required
SuccessDataNested
object
Nested schema for data
4 properties
ErrorResponseCore1362235056
object
Invalid data type for field: ids
4 properties
4 required
CountParameters
object
Optional filtering and selection parameters to apply before counting records.
5 properties
1 required
RelatedRecordCountResult
object
The count result for a specific related list.
2 properties
2 required
FilterCriteria
object
Field-based filter criteria to apply before counting records.
3 properties
3 required
FilterField
object
Specifies the field to filter on when counting related records.
1 property
1 required
ErrorDetails
GetRelatedRecordsCountResponse
object
Successful response containing count results for the requested related lists.
1 property
1 required
RelatedListReference
object
Identifies a specific related list by its API name and unique identifier.
2 properties
2 required
RelatedRecordCountItem
object
Specifies a related list to count and optional filtering criteria.
2 properties
1 required
ErrorResponse_2
object
Error response structure
4 properties
4 required
GetRelatedRecordsCountRequest
object
Request payload containing an array of related list count specifications.
1 property
1 required
PostsignmailmergeResponse200
object
Upon successful initiation of sign mail merge the response as follows.
1 property
FromAddressNested
object
The email ID you want to use to send emails from. This email address must be the one of the org-verified email addresses or the current user's email ID.
2 properties
2 required
InvalidDataUrlError
object
Error when invalid data is sent in the URL
4 properties
4 required
PostsendmailmergeRequest
object
Request body schema for send mail merge operation.
1 property
1 required
RecipientNested
object
Recipient details for signature or approval
2 properties
2 required
CcEmailNested
object
The details of the email or the mail merge field you want to include in the email's cc. The keys are same as the ones in the "fromaddress" JSON object.
2 properties
2 required
ToAddressNested
object
The email ID you want to use to send emails to.
2 properties
2 required
SignMailMergeNested
object
Request payload for sending documents for signature.
4 properties
2 required
MailMergeTemplateNested
object
Mailmerge Object to pass Template details
1 property
1 required
DetailsNested_2
object
Response details for send mail merge operation.
1 property
SignMailMergeNested1
object
Response payload for sign mail merge operation.
4 properties
PostdownloadmailmergeRequest
object
Request body schema for download mail merge operation.
1 property
1 required
MandatoryFieldNotFoundBodyError
object
Error when a required field is not found in the request body
4 properties
4 required
PostsendmailmergeResponse200
object
Upon successful initiation of send mail merge the response as follows.
1 property
SendMailMergeNested
object
Request payload for sending mail merge emails.
9 properties
1 required
MandatoryFieldNotFoundError
object
Error when a required field is missing
4 properties
4 required
RequiredParamMissingError
object
Error when a mandatory parameter is not given
4 properties
4 required
InvalidDataTypeError
object
Error when the data type provided is invalid
4 properties
4 required
InvalidDataMaxLengthError
object
Error when data exceeds maximum allowed length
4 properties
4 required
SignersNested
object
The details of the users you want to sign the document.
3 properties
3 required
InvalidDataParamError
object
Error when invalid data is sent in a parameter
4 properties
4 required
InvalidModulePathError
object
Error when the module given in the URL path is invalid
4 properties
4 required
DetailsNested1
object
Response details for sign mail merge operation.
2 properties
SendMailMergeNested1
object
Response payload for send mail merge operation.
4 properties
BccEmailNested
object
The details of the email or the mail merge field you want to include in the email's bcc. The keys are same as the ones in the "fromaddress" JSON object.
2 properties
2 required
ExpectedParamMissingError
object
Error when one of the expected parameters is missing to process the request
4 properties
4 required
DownloadMailMergeNested
object
Request payload for downloading mail merge documents.
3 properties
1 required
ExpectedFieldMissingError
object
Error when at least one expected field is missing
4 properties
4 required
PostsignmailmergeRequest
object
Request body schema for sign mail merge operation.
1 property
1 required
InvalidModuleParamError
object
Error when the module given in the parameter is invalid
4 properties
4 required
InvalidRequestMethodError
object
Error when the HTTP request method is not supported for the URL
4 properties
4 required
ErrorDetails_2
object
Specific details about the error, often including which parameter or value caused the issue.
8 properties
ErrorResponse_3
object
Standard error response structure containing error code, message, and optional details
4 properties
3 required
RecordInvalidURLResponse
object
Response schema returned when the requested API endpoint URL pattern is invalid or unsupported.
1 property
RecordSuccessResponse
object
Standard success response schema for single or bulk record operations.
1 property
1 required
RecordPermissionResponse
object
Response schema returned when a user lacks the necessary permissions to perform a record operation.
1 property
RecordUnathorizedResponse
object
Response schema returned when a request is unauthorized due to OAuth scope mismatches.
1 property
RecordsInputSchema
object
Input schema for create, update, or upsert record requests.
4 properties
1 required
RecordInternalErrorResponse
object
Schema for internal server error responses related to record operations.
1 property
RecordsErrorResponse
object
Standard error response schema returned when one or more record operations fail.
1 property
SuccessResponse
object
Successful operation response.
1 property
FlatErrorResponse
object
Flat error object.
4 properties
2 required
EmailUser
object
User email and name details.
2 properties
1 required
ErrorDetail
object
Individual error item.
4 properties
SendMailRequest
object
Root object for the send mail request.
1 property
1 required
StandardErrorResponse
object
Error data wrapper.
1 property
1 required
InvalidTypeErrorResponse
object
Invalid Type Error Response - GET API
1 property
1 required
UnsupportedModule
object
Invalid Module - POST and PUT API
4 properties
4 required
InvalidShareWithValueErrorResponse
object
Invalid Share With Value Error Response - POST and PUT API
1 property
1 required
NotifyMembersWithoutFeeds
object
Notify Members Without Feeds - POST and PUT API
4 properties
4 required
MaximumLengthErrorResponse
object
Maximum Length Error Response - POST and PUT API
4 properties
4 required
NoSharingAvailableToRevokeErrorResponse
object
No Sharing Available To Revoke Error Response - DELETE API
4 properties
4 required
RecordForbiddenErrorResponse
object
Record Forbidden Error Response
4 properties
4 required
SharingSharedRecordErrorResponse
object
Sharing Shared Record Error Response - POST and PUT API
4 properties
4 required
InvalidShareWithIdErrorResponse
object
Invalid Share With User Id Error Response - POST and PUT API
1 property
1 required
CommonForbiddenErrorResponse
object
Common Forbidden Error Response
4 properties
4 required
InvalidRecordIdErrorResponse
object
Invalid Record Id Error Response - GET, DELETE API
4 properties
4 required
AmbiguousShareErrorResponse
object
Ambiguous Share Error Response - POST and PUT API
4 properties
ShareLimitExceedErrorResponse
object
Share Limit Exceed Error Response - POST and PUT API
1 property
1 required
SchedularAlreadyRunningErrorResponse
object
Schedular Already Running Error Response - POST and PUT API
4 properties
4 required
InvalidModuleNameErrorResponse
object
Invalid Module Name Error Response - GET, DELETE API
4 properties
4 required
MandatoryNotFound
object
Mandatory Not Found Error Response - POST and PUT API
1 property
RecordLevelSharingNotSupportedForModuleErrorResponse
object
Record Level Sharing Not Supported For Module Error Response - POST and PUT API
4 properties
4 required
ViewParamWithManageValueErrorResponse
object
View Param With Manage Value Error Response - GET API
4 properties
4 required
ActivityModuleRelatedIssueErrorResponse
object
Activity Module Related Issue Error Response - POST and PUT API
1 property
1 required
PostremovetagsResponse200
object
success response when tags removed from records successfully
2 properties
PostaddtagsRequest
object
Request body schema
3 properties
1 required
DetailsNested_3
object
Nested schema for details
4 properties
ErrorResponseCore2107518198
object
When we try to associate tag for locked record
4 properties
4 required
TagsNested
object
root key
4 properties
ErrorResponseCore356490233
object
Auto-generated from ApiDefinition for INVALIDDATA
4 properties
4 required
DataNested
object
Nested schema for data
4 properties
ErrorResponseCore1161913208
object
When permission doesn't exists
4 properties
4 required
PostaddtagsResponse200
object
success response when tags associated successfully to records
6 properties
MappingMismatchErrorResponse
object
When tag given in invalid data type
4 properties
4 required
ErrorResponseCore1799630392
object
Invalid data type for field: tags
4 properties
4 required
ErrorResponseCore94581445
object
Missing required parameter: module
4 properties
4 required
ErrorResponseCore1875045219
object
When invalid request method is given
4 properties
4 required
TagErrorItemResponse
object
Error object for individual tag failures
4 properties
4 required
ErrorResponseCore1335454202
object
When the given module name is invalid
4 properties
4 required
PostremovetagsRequest
object
Request body schema
2 properties
1 required
ErrorResponseCore833637355
object
When tag given in invalid data type
4 properties
4 required
ErrorResponseCore239878082
object
Auto-generated from ApiDefinition for INVALIDDATA
4 properties
4 required
ErrorResponseCore1273605641
object
When the module name is valid but that doesn't have tags support
4 properties
4 required
TagsNested1
object
Nested schema for tags
3 properties
TerritoryLimitExceededErrorSchema
object
A object value.
4 properties
4 required
TerritoryAssignInvalidDataOnURL
object
Schema for error responses returned during territory creation or update.
1 property
1 required
TerritoryAssignAlreadyUsed
object
Schema for error responses returned during territory creation or update.
1 property
1 required
TerritoryAssignInvalidDataTerritoryId
object
Schema for error responses returned during territory creation or update.
1 property
1 required
TerritorySchedueledSuccessCode
object
A object value.
1 property
1 required
TerritoryAssignRecordLocked
object
Schema for error responses returned during territory creation or update.
1 property
1 required
TerritoryAssignMandatoryNotFound
object
Schema for error responses returned during territory creation or update.
1 property
1 required
InvalidModule
object
A object value.
4 properties
4 required
TerritoryAssignNotSupported
object
Schema for error responses returned during territory creation or update.
1 property
1 required
TerritoryErrorPermissionDenied
object
A object value.
4 properties
4 required
TerritoryAssignNoPermission
object
Schema for error responses returned during territory creation or update.
1 property
1 required
TerritoryAssignInvalidDataMaxLen
object
Schema for error responses returned during territory creation or update.
4 properties
4 required
TerritoryAssignDuplicateData
object
Schema for error responses returned during territory creation or update.
1 property
1 required
TerritoryInternalServerErrorSchema
object
A object value.
4 properties
4 required
NotSupportedForRemoveTerritoryRecord
object
Schema for error responses returned during territory creation or update.
1 property
1 required
Specification
The full machine-readable OpenAPI contract behind this narrative.
Source
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#Actions
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