Add Tags to Records

Purpose

To add tags to records.

Endpoints

POST /{module_api_name}/actions/add_tags

POST {module_api_name}/{record_id}/actions/add_tags

Request Details

Request URL

{api-domain}/crm/{version}/{module_api_name}/actions/add_tags

To add tags to a specific record:
https://www.zohoapis.com/crm/v3/{module_api_name}/{record_id}/actions/add_tags

Supported modules

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Custom, and Activities

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.modules.ALL
(or)
scope=ZohoCRM.modules.{module_name}.{operation_type}

Possible module names

leads, accounts, contacts, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, and custom

Possible operation types

ALL - Full access to the record
WRITE - Edit records in the module
CREATE - Create records in the module

Input JSON

tagsJSON Object, mandatory
The "name", "id", and "color_code" of the tag you want to add to the records. Refer to the Get the List of Tags API for the available tags and their respective color codes. Note that the ID of the tag takes precedence over the name.
over_writeboolean, optional
Specify if the existing tags are to be overwritten. Default value is false.
idsJSON Array, mandatory when adding tags to multiple records
Specify the unique IDs of the records. You can specify a maximum of 500 records IDs.

Sample Request to Add Multiple Tags to Multiple Records

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v3/Leads/actions/add_tags"
-X POST
-d @input.json
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Copiedtag1 = Map();
tag1.put("name","Nurturing Lead");
tag1.put("color_code","#57B1FD");
tag2 = Map();
tag2.put("name","Attend First");
tag2.put("color_code","#E7A826");
tags_list = List();
tags_list.add(tag1);
tags_list.add(tag2);
param = Map();
param.put("tags",tags_list);
recordIDs = List();
recordIDs.add('554023000002365002');
recordIDs.add('554023000001736019');
param.put("ids",recordIDs);

res = invokeurl
[
	url :"https://www.zohoapis.com/crm/v3/Leads/actions/add_tags"
	type :POST
	parameters: param.toString()
	connection:"zohooauth"
];

Sample Input

Copied{
    "tags": [
        {
            "name": "Nurturing Lead",
            "id": "4876876000001140124",
            "color_code": null
        },
        {
            
            "name": "Active",
            "id": "4876876000001143001",
            "color_code": "#F17574"
        }
    ],
    "ids": [
        "4876876000003643731",
        "4876876000003662003"
    ]
}

Sample Response

Copied{
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "4876876000003643731",
                "tags": [
                    {
                        "name": "Nurturing Lead",
                        "id": "4876876000001140124",
                        "color_code": null
                    },
                    {
                        "name": "Active",
                        "id": "4876876000001143001",
                        "color_code": "#F17574"
                    }
                ]
            },
            "message": "tags updated successfully",
            "status": "success"
        },
        {
            "code": "SUCCESS",
            "details": {
                "id": "4876876000003662003",
                "tags": [
                    {
                        "name": "Nurturing Lead",
                        "id": "4876876000001140124",
                        "color_code": null
                    },
                    {
                        "name": "Active",
                        "id": "4876876000001143001",
                        "color_code": "#F17574"
                    }
                ]
            },
            "message": "tags updated successfully",
            "status": "success"
        }
    ],
    "success_count": "2",
    "locked_count": "0"
}

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.modules.{module_name}.WRITE scope. Create a new client with valid scope. Refer to scope section above.
NO_PERMISSIONHTTP 403
Permission denied to update records
Resolution: The user does not have permission to add tags to the records. Contact your system administrator.
INTERNAL_ERRORHTTP 500
Internal Server Error
Resolution: Unexpected and unhandled exception in 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 add tags
Resolution: The user does not have the permission to add tags to the records. Contact your system administrator.
INVALID_MODULEHTTP 400
The module name given seems to be invalid
Resolution: You have specified an invalid module name or there is no tab permission, or the module could have been removed from the available modules. Specify a valid module API name.
INVALID_MODULEHTTP 400
The given module is not supported in API
Resolution: The modules such as Documents and Projects are not supported in the current API. (This error will not be shown, once these modules are been supported). Specify a valid module API name.
PATTERN_NOT_MATCHEDHTTP 400
Please check whether the input values are correct
Resolution: The value specified for one of the parameters is incorrect. Refer to parameters section above and specify valid parameter values.
RECORD_LOCKEDHTTP 400
You cannot perform this operation as the record is locked.
Resolution: Please wait until the record is unlocked.

Sample Request to Add Tags to a Record

Curl Deluge

Copiedcurl "https://www.zohoapis.com/crm/v3/Leads/4876876000003643731/actions/add_tags"
-X POST
-d @input.json
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Copiedag1 = Map();
tag1.put("name","Nurturing Lead");
tag1.put("color_code","#57B1FD");
tag2 = Map();
tag2.put("name","Attend First");
tag2.put("color_code","#E7A826");
tags_list = List();
tags_list.add(tag1);
tags_list.add(tag2);
param = Map();
param.put("tags",tags_list);

res = invokeurl
[
	url :"https://www.zohoapis.com/crm/v3/Leads/554023000000846002/actions/add_tags"
	type :POST
	parameters: param.toString()
	connection:"zohooauth"
];

Sample Input

Copied{
    "tags": [
        {
            "name": "Nurturing Lead",
            "id": "4876876000001140124",
            "color_code": null
        },
        {
            
            "name": "Active",
            "id": "4876876000001143001",
            "color_code": "#F17574"
        }
    ]
}

Sample Response

Copied{
    "data": [
        {
            "code": "SUCCESS",
            "details": {
                "id": "4876876000003643731",
                "tags": [
                    {
                        "name": "Active",
                        "id": "4876876000001143001",
                        "color_code": "#F17574"
                    },
                    {
                        "name": "Nurturing Lead",
                        "id": "4876876000001140124",
                        "color_code": null
                    }
                ]
            },
            "message": "tags updated successfully",
            "status": "success"
        }
    ]
}