Modules API
Zoho CRM has standard modules such as Leads, Accounts, Contacts, Deals, Forecasts, Activities, and so on. Using Zoho CRM REST API, you can retrieve the list of available modules through the Get List of Modules API.
Get List of Modules
Purpose
To retrieve the list of all the modules available in your CRM account.
Endpoints
Request Details
Request URL
{api-domain}/crm/{version}/settings/modules
Header
Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52
Scope
scope=ZohoCRM.settings.ALL
(or)
scope=ZohoCRM.settings.modules.{operation_type}
Possible operation types
ALL - Full data access
READ - Get module data
Note
Refer to the key api_name in the JSON data while accessing the resource. Every module, field, and related list will have an API name, which you can use in the third-party integrations. For example, if you want to access the Leads module, use “Leads" which is the api_name every time you access the resource. The Zoho CRM generates an API name internally while creating a custom module, custom field, or related list label. Please note that you cannot alter the API Names for the default modules, fields, and related lists. You can change the API names only for custom modules, fields, and related lists.
The generated API name can contain only alphabets, numbers, and underscores. The API name should start with an alphabet and should not have two consecutive underscores or end with an underscore.
For the Events module,
The singular_label and plural_label will be Meeting and Meetings, respectively.
The module_name will be Meetings.
The api_name will remain Events.
The modules removed from Organize will also be fetched in the response.
Use the profiles key in the response to know the profiles that have permission to view a particular module.
Sample Request
Copiedcurl "https://www.zohoapis.com/crm/v2.1/settings/modules"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.03xxxxxxxxxxxxxxxxxa5317.dxxxxxxxxxxxxxxxxxfa"Copiedresponse = invokeurl
[
url: "https://www.zohoapis.com/crm/v2.1/settings/modules"
type: GET
connection:"crm_oauth_connection"
];
info response;4.0.04.x
Copied//Get instance of ModulesOperations Class
$moduleOperations = new ModulesOperations();
v4$headerInstance = new HeaderMap();
v4$datetime = date_create("2020-07-15T17:58:47+05:30")->setTimezone(new \DateTimeZone(date_default_timezone_get()));
v4$headerInstance->add(GetModulesHeader::IfModifiedSince(), $datetime);
//Call getModules method that takes headerInstance as parameters
$response = $moduleOperations->getModules($headerInstance);Copied<?php
class GetListofModules{
public function execute(){
$curl_pointer = curl_init();
$curl_options = array();
$url = "https://www.zohoapis.com/crm/v2/settings/modules";
$curl_options[CURLOPT_URL] = $url;
$curl_options[CURLOPT_RETURNTRANSFER] = true;
$curl_options[CURLOPT_HEADER] = 1;
$curl_options[CURLOPT_CUSTOMREQUEST] = "GET";
$headersArray = array();
$headersArray[] = "Authorization". ":" . "Zoho-oauthtoken " ."1000.30f3a58991904de524869329db644077.dc5caa18c008d57ec445d9ee9e7c171c";
$curl_options[CURLOPT_HTTPHEADER]=$headersArray;
curl_setopt_array($curl_pointer, $curl_options);
$result = curl_exec($curl_pointer);
$responseInfo = curl_getinfo($curl_pointer);
curl_close($curl_pointer);
list ($headers, $content) = explode("\r\n\r\n", $result, 2);
if(strpos($headers," 100 Continue")!==false){
list( $headers, $content) = explode( "\r\n\r\n", $content , 2);
}
$headerArray = (explode("\r\n", $headers, 50));
$headerMap = array();
foreach ($headerArray as $key) {
if (strpos($key, ":") != false) {
$firstHalf = substr($key, 0, strpos($key, ":"));
$secondHalf = substr($key, strpos($key, ":") + 1);
$headerMap[$firstHalf] = trim($secondHalf);
}
}
$jsonResponse = json_decode($content, true);
if ($jsonResponse == null && $responseInfo['http_code'] != 204) {
list ($headers, $content) = explode("\r\n\r\n", $content, 2);
$jsonResponse = json_decode($content, true);
}
var_dump($headerMap);
var_dump($jsonResponse);
var_dump($responseInfo['http_code']);
}
}
(new GetListofModules())->execute();
2.1.0
Copied# Get instance of ModulesOperations Class
mo = Modules::ModulesOperations.new
# Get instance of HeaderMap Class
hm = HeaderMap.new
# Call get_modules method that takes header_instance as parameter
response = mo.get_modules(hm)Copiedrequire 'net/http'
require 'json'
class GetListofModules
def execute
url = "https://www.zohoapis.com/crm/v2/settings/modules"
url = URI(url)
req = Net::HTTP::Get.new(url.request_uri)
http = Net::HTTP.new(url.host, url.port)
http.use_ssl = true
headers={}
headers["Authorization"]="Zoho-oauthtoken 1000.dfa7XXXXXXXXXXXXXXXXXX84f9665840.c176aeXXXXXXXXXXXX13f3d37a84d"
headers&.each { |key, value| req.add_field(key, value) }
response=http.request(req)
status_code = response.code.to_i
headers = response.each_header.to_h
print status_code
print headers
unless response.body.nil?
print response.body
end
end
end
GetListofModules.new.executeResponse JSON Keys
- global_search_supportedboolean
Represents if the current module has global search support.
Possible values- true: The current module has global search support.
false: The current module does not have global search support. - deletableboolean
Describes if the user can delete a record in the current module.
Possible values- true: The user can delete a record in the current module.
false: The user cannot delete a record in the current module. - descriptionstring
Represents the description of the module, if any.
- creatableboolean
Represents if the user can create records in the current module.
Possible values- true: The user can create records in the current module.
false: The user cannot create records in the current module. - inventory_template_supportedboolean
Represents the module supports inventory template. The value will be true only for Quotes, Invoices, Purchase Orders, and Sales Orders modules.
Possible values- true: The current module supports inventory template.
false: The current module does not support inventory template. - modified_timedate and time in ISO8601 format
Represents the date and time of when the module properties were last modified.
- plural_labelstring
Represents the plural of the module name. Example: Leads.
- singular_labelstring
Represents the singular of the module name. Example: Lead.
- presence_sub_menuboolean
Represents if the module has a submenu. For instance, Tasks in Activities is a submenu.
Possible values- true: The current module has a submenu.
false: The current module does not have a submenu. - triggers_supportedboolean
Represents if the module supports triggers from custom buttons, workflows, approval etc.
Possible values- true: The current module supports triggers. For instance, Contacts, Accounts,and so on.
false: The current module does not support triggers. For instance, Activities, Feeds, and so on. - idstring
Represents the unique ID of the module. For instance, 4150868000000002173
- visibleboolean
Represents if the module is visible to the org.
1- True
Any other value- False
- visibilityinteger
Represents the visibility of the module in the org
1- The module is visible, default value
2- The module is hidden
XXXX - The sum of the feature numbers that are hidden.
Each feature has a feature number associated to it as shown below:
Default(2,0) = 1
WEBUIHIDDEN (2,1) = 2
TABMENT(2,2) = 4
LOOKUP(2,3) = 8
RELATEDLIST(2,4) = 16
MULTISELECTLOOKUP(2,5) = 32
MODULE_SETTING(2,6) = 64
AUTOMATION(2,7) = 128
TEMPLATES(2,8) = 256
IMPORT(2,9) = 512
EXPORT(2,10) = 1024
REPORT(2,12) = 4096
Hence if Visibility column is 4612, it's sum of 4+512+4096 which implies that TabMenu, Import and Export features are hidden.
- convertableboolean
Describes if the user can convert the record into another type of record. For example: Convert Leads into Deals.
Possible values- true: The user can convert the records in the current module into another type of record.
false: The user cannot convert the records in the current module into another type of record. - viewableboolean
Represents if the user can view the records in the current module.
Possible values- true: The user can view the records in the current module.
false: The user cannot view the records in the current module. - editableboolean
Describes if the user can edit a record in the current module.
Possible values- true: The user can edit a record in the current module.
false: The user cannot edit a record in the current module. - emailTemplate_supportboolean
Represents if the module supports the usage of the email templates.
Possible values- true: The module has email template support.
false: The module does not have email template support. - api_supportedboolean
Describes if the current module is accessible via API.
Possible values- true: The current module is accessible via API. For instance, Leads, Quotes.
false: The current module is not accessible via API. For instance, Feeds, Documents, and so on. - profilesJSON array
Each object in the array represents the details of the profile that has access to the module. Example: {
"name": "Administrator",
"id": "4150868000000026011"
}, - filter_supportedboolean
Represents if the module supports custom filters besides the system-defined ones in a custom view.
Possible values- true: The current module has custom-filter support.
false: The current module does not have custom-filter support. - show_as_tabboolean
Represents if the module is displayed as a tab in the CRM UI.
Possible values- true: The module is displayed as a tab in the CRM UI. For instance, Contacts, Accounts, and so on.
false: The module is not displayed as a tab in the CRM UI. For instance, Notes, Attachments, Linking modules, and so on. - web_linkstring
Represents the web link of the module, if any. For instance, https://extensions.zoho.com/plugin/facebook
- sequence_numberinteger
Represents the position of the module in the CRM.
- api_namestring
Represents the API name of the module. Example: Leads.
- quick_createboolean
Represents if the module supports quick create.
Possible values- true: The user can add records using quick create in the current module. For instance, Contacts, Accounts, and so on.
false: The user cannot add records using quick create in the current module. For instance, Feeds, Forecasts, and so on. - modified_byJSON object
Represents the name and ID of the user who last modified the module properties. For example: "modified_by": {
"name": "Patricia Boyle",
"id": "4150868000000225013"
} - generated_typestring
Represents how the module was created.
Possible values- default: It is a default module. For instance, Contacts, Accounts, and so on.
linking: It is a linking module.
subform: It is a line item subform in one of the inventory modules.
web: It is a web-tab widget.
custom: It is a custom module. - feeds_requiredboolean
Represents if feeds is enabled for the module.
Possible values- true: Feeds is enabled for the current module.
false: Feeds is not enabled for the current module. - scoring_supportedboolean
Represents if the records of the module qualify for the scoring process, if there is one.
Possible values- true: The current module qualifies for the scoring process.
false: The current module does not qualify for the scoring process. - webform_supportedboolean
Represents if the records in the module can be created via web forms.
Possible values- true: The current module supports webforms.
false: The current module does not support webforms. - argumentsJSON array
Represents the parameters for the link used in Web-tab. Each object represents display name and the value of the argument. Example: "arguments": [
{
"name": "sample",
"value": "users.city"
}
] - module_namestring
Represents the display name of the module.
- business_card_field_limitinteger
Represents the number of fields you can have in the business card details.
Note: Business card details are displayed on the "Details View" page of a record. This is also the information shown when you hover over a lookup field. - custom_viewJSON object
Represents the details of the custom views created for this module. If you pass the custom view ID, the response contains the details of that custom view. Otherwise, the system fetches the details of the default view in that module.
- parent_moduleJSON object
Represents the details of the parent module, if any. For instance, Activities is the parent module for Tasks, Calls, and Events.
Possible Errors
- INVALID_URL_PATTERNHTTP 404
Please check if the URL trying to access is a correct one
Resolution: The request URL specified is incorrect. Specify a valid request URL. Refer to request URL section above. - OAUTH_SCOPE_MISMATCHHTTP 401
Unauthorized
Resolution: Client does not have ZohoCRM.settings.modules.READ scope. Create a new client with valid scope. Refer to scope section above. - NO_PERMISSIONHTTP 403
Permission denied to read
Resolution: The user does not have permission to read records. Contact your system administrator. - INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in the server. Contact support team. - INVALID_REQUEST_METHODHTTP 400
The http request method type is not a valid one
Resolution: You have specified an invalid HTTP method to access the API URL. Specify a valid request method. Refer to endpoints section above. - AUTHORIZATION_FAILEDHTTP 400
User does not have sufficient privilege to read module details.
Resolution: The user does not have the permission to retrieve module details. Contact your system administrator.
Sample Response
Copied{
"modules": [
{
"global_search_supported": false,
"deletable": false,
"description": null,
"creatable": false,
"inventory_template_supported": false,
"modified_time": null,
"plural_label": "Home",
"presence_sub_menu": false,
"triggers_supported": false,
"id": "3652397000000002173",
"isBlueprintSupported": false,
"visible": true,
"visibility": 1,
"convertable": false,
"editable": false,
"emailTemplate_support": false,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": false,
"show_as_tab": true,
"web_link": null,
"sequence_number": 1,
"singular_label": "Home",
"viewable": true,
"api_supported": false,
"api_name": "Home",
"quick_create": false,
"modified_by": null,
"generated_type": "default",
"feeds_required": false,
"scoring_supported": false,
"webform_supported": false,
"arguments": [],
"module_name": "Home",
"business_card_field_limit": 5,
"parent_module": {}
},
{
"global_search_supported": true,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": "2021-02-22T16:23:24+05:30",
"plural_label": "Leads",
"presence_sub_menu": true,
"triggers_supported": true,
"id": "3652397000000002175",
"isBlueprintSupported": true,
"visible": true,
"visibility": 1,
"convertable": true,
"editable": true,
"emailTemplate_support": true,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": true,
"web_link": null,
"sequence_number": 2,
"singular_label": "Lead",
"viewable": true,
"api_supported": true,
"api_name": "Leads",
"quick_create": true,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"generated_type": "default",
"feeds_required": false,
"scoring_supported": true,
"webform_supported": true,
"arguments": [],
"module_name": "Leads",
"business_card_field_limit": 5,
"parent_module": {}
},
{
"global_search_supported": true,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": "2021-02-12T12:48:28+05:30",
"plural_label": "Contacts",
"presence_sub_menu": true,
"triggers_supported": true,
"id": "3652397000000002179",
"isBlueprintSupported": true,
"visible": true,
"visibility": 1,
"convertable": false,
"editable": true,
"emailTemplate_support": true,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": true,
"web_link": null,
"sequence_number": 3,
"singular_label": "Contact",
"viewable": true,
"api_supported": true,
"api_name": "Contacts",
"quick_create": true,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"generated_type": "default",
"feeds_required": false,
"scoring_supported": true,
"webform_supported": true,
"arguments": [],
"module_name": "Contacts",
"business_card_field_limit": 5,
"parent_module": {}
},
{
"global_search_supported": true,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": "2020-10-20T18:39:22+05:30",
"plural_label": "Accounts",
"presence_sub_menu": true,
"triggers_supported": true,
"id": "3652397000000002177",
"isBlueprintSupported": true,
"visible": true,
"visibility": 1,
"convertable": false,
"editable": true,
"emailTemplate_support": true,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": true,
"web_link": null,
"sequence_number": 4,
"singular_label": "Account",
"viewable": true,
"api_supported": true,
"api_name": "Accounts",
"quick_create": true,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"generated_type": "default",
"feeds_required": false,
"scoring_supported": true,
"webform_supported": false,
"arguments": [],
"module_name": "Accounts",
"business_card_field_limit": 5,
"parent_module": {}
},
{
"global_search_supported": true,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": "2021-02-16T11:50:52+05:30",
"plural_label": "Deals",
"presence_sub_menu": true,
"triggers_supported": true,
"id": "3652397000000002181",
"isBlueprintSupported": true,
"visible": true,
"visibility": 1,
"convertable": false,
"editable": true,
"emailTemplate_support": true,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": true,
"web_link": null,
"sequence_number": 5,
"singular_label": "Deal",
"viewable": true,
"api_supported": true,
"api_name": "Deals",
"quick_create": true,
"modified_by": {
"name": "Patricia Boyle",
"id": "3652397000000186017"
},
"generated_type": "default",
"feeds_required": true,
"scoring_supported": true,
"webform_supported": false,
"arguments": [],
"module_name": "Deals",
"business_card_field_limit": 5,
"parent_module": {}
},
{
"global_search_supported": true,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": null,
"plural_label": "Tasks",
"presence_sub_menu": true,
"triggers_supported": true,
"id": "3652397000000002193",
"isBlueprintSupported": true,
"visible": false,
"visibility": 1,
"convertable": false,
"editable": true,
"emailTemplate_support": true,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": false,
"web_link": null,
"sequence_number": 6,
"singular_label": "Task",
"viewable": true,
"api_supported": true,
"api_name": "Tasks",
"quick_create": true,
"modified_by": null,
"generated_type": "default",
"feeds_required": false,
"scoring_supported": false,
"webform_supported": false,
"arguments": [],
"module_name": "Tasks",
"business_card_field_limit": 5,
"parent_module": {
"api_name": "Activities",
"id": "3652397000000002203"
}
},
{
"global_search_supported": true,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": null,
"plural_label": "Meetings",
"presence_sub_menu": true,
"triggers_supported": true,
"id": "3652397000000002195",
"isBlueprintSupported": true,
"visible": false,
"visibility": 1,
"convertable": false,
"editable": true,
"emailTemplate_support": true,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": false,
"web_link": null,
"sequence_number": 6,
"singular_label": "Meeting",
"viewable": true,
"api_supported": true,
"api_name": "Events",
"quick_create": true,
"modified_by": null,
"generated_type": "default",
"feeds_required": false,
"scoring_supported": false,
"webform_supported": false,
"arguments": [],
"module_name": "Meetings",
"business_card_field_limit": 5,
"parent_module": {
"api_name": "Activities",
"id": "3652397000000002203"
}
},
{
"global_search_supported": false,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": null,
"plural_label": "Activities",
"presence_sub_menu": false,
"triggers_supported": false,
"id": "3652397000000002203",
"isBlueprintSupported": false,
"visible": true,
"visibility": 1,
"convertable": false,
"editable": true,
"emailTemplate_support": false,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": true,
"web_link": null,
"sequence_number": 6,
"singular_label": "Activity",
"viewable": true,
"api_supported": true,
"api_name": "Activities",
"quick_create": false,
"modified_by": null,
"generated_type": "default",
"feeds_required": false,
"scoring_supported": false,
"webform_supported": false,
"arguments": [],
"module_name": "Activities",
"business_card_field_limit": 5,
"parent_module": {}
},
{
"global_search_supported": true,
"deletable": true,
"description": null,
"creatable": true,
"inventory_template_supported": false,
"modified_time": "2019-07-28T12:55:47+05:30",
"plural_label": "Calls",
"presence_sub_menu": true,
"triggers_supported": true,
"id": "3652397000000033015",
"isBlueprintSupported": false,
"visible": false,
"visibility": 1,
"convertable": false,
"editable": true,
"emailTemplate_support": true,
"profiles": [
{
"name": "Administrator",
"id": "3652397000000026011"
},
{
"name": "Standard",
"id": "3652397000000026014"
},
{
"name": "Free",
"id": "3652397000001614008"
}
],
"filter_supported": true,
"show_as_tab": false,
"web_link": null,
"sequence_number": 6,
"singular_label": "Call",
"viewable": true,
"api_supported": true,
"api_name": "Calls",
"quick_create": true,
"modified_by": null,
"generated_type": "default",
"feeds_required": false,
"scoring_supported": false,
"webform_supported": false,
"arguments": [],
"module_name": "Calls",
"business_card_field_limit": 5,
"parent_module": {
"api_name": "Activities",
"id": "3652397000000002203"
}
},
{
"global_search_supported": false,
"deletable": false,
"description": null,
"creatable": false,
"inventory_template_supported": false,
"modified_time": null,
"plural_label": "Reports",
"presence_sub_menu": false,
"triggers_supported": false,
"id": "3652397000000002185",
"isBlueprintSupported": false,
"visible": true,
"visibility": 1,
"convertable": false,
"editable": false,
"emailTemplate_support": false,
"profiles": [
{
"name": "Administrator",
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