Search Records

Purpose

To retrieve the records that match your search criteria.

Request Details

Request URL

{api-domain}/crm/{version}/{module_api_name}/search

Header

Authorization: Zoho-oauthtoken d92d4xxxxxxxxxxxxx15f52

Scope

scope=ZohoCRM.modules.{module_name}.{operation_type}
(and)
scope=ZohoSearch.securesearch.READ

Possible module names

leads, accounts, contacts, users, deals, campaigns, tasks, cases, events, calls, solutions, products, vendors, pricebooks, quotes, salesorders, purchaseorders, invoices, custom, notes, appointments, appointments_rescheduled_history, and services.

Possible operation types

ALL - Full access to the record
READ - Get records from the module

Endpoints

Request Details: criteria

Request URL:{api-domain}/crm/v4/{module_api_name}/search?criteria={criteria_here}
Attributes
  • criteriastring
    • Performs search by following the shown criteria. (({api_name}:{operator}:{value})and/or({api_name}:{operator}:{value}))
    • You can search for a maximum of 10 criteria (with same or different columns).
    • The only operator that is supported for encrypted fields is equals.
    • When you use "equals" in Search API, it behaves like contains and fetches the records accordingly. For example, if your condition is (Company:equals:ABC), the response will contain records with ABC as well as ABC Inc (i.e. they contain ABC) in their Company fields. For multiple conditions also, equals operator behaves like contains. For example, if your condition is ​((Company:equals:ABC)and(First_Name:starts_with:M)), the response will contain records with first name starting with M and with ABC or ABC Inc in their Company fields.
    • When you use parentheses or comma in the value for a criteria, you must escape them using a backslash. Further, you must encode the value.
      • Example:
        Consider the search term: ((Last_Name:equals:Burns,B)and(First_Name:starts_with:M))
        After escaping comma and parenthesis in the value: ((Last_Name:equals:Burns\,B)and(First_Name:starts_with:M))
        After encoding the value: ((Last_Name:equals:Burns%5C%2CB)and(First_Name:starts_with:M))
    • When you use backslash as the last character in the value for a criteria, you must escape it using another backslash. Further, you must encode the value.
      • Example:
        Consider the search term: (Last_Name:equals:K\)
        After escaping backslash in the value: (Last_Name:equals:K\\)
        After encoding the value: (Last_Name:equals:K%5C%5C)
    • The supported data types are picklist, owner_lookup, user_lookup, lookup, phone, email, date, datetime, text, textarea, integer, currency, decimal, multiselectpicklist, bigint, percent, formula, website, boolean and double.
    • The supported operators are equals, starts_with, in, not_equal, greater_equal, greater_than, less_equal, less_than and between. Refer to the note section below to learn about the supported operator for each field type.

Note

The following section gives you the field types and the operators you can use in the "criteria" parameter

  • Date, DateTime : equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in.
  • Integer, Currency, Decimal : equals, not_equal, greater_equal, greater_than, less_equal, less_than, between, in.
  • Boolean : equals, not_equal.
  • textarea : equals, not_equal, starts_with.
  • Lookup(user/owner) : equals, not_equal, in.
  • Picklist, Autonumber : equals, not_equal, in.
  • Text, Email, Phone, Website : equals, not_equal, starts_with, in.
  • multiselectpicklist : equals, not_equal, in, starts_with.
  • bigint: equals, not_equal, greater_than, greater_equal, less_than, less_equal, between, in
  • percent : equals, not_equal, greater_than, greater_equal, less_than, less_equal, between, in.
  • formula: The supported operators of the formula datatype will depend on the return type of the formula. Please check the corresponding datatype's supported operators.

Sample Request to Search with criteria

Copiedcurl "https://www.zohoapis.com/crm/v4/Leads/search?criteria=Created_Time%3Abetween%3A2024-02-01T18%3A52%3A56%2B00%3A00%2C2024-02-20T18%3A52%3A56%2B00%3A00"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

In this example, the criteria for searching for the DateTime fields are in the ISO8601 format with the current user's time zone. The query is encoded.

Sample Response

Copied{
    "data": [
        {
            "Account": null,
            "Company": "ABC",
            "Owner": {
                 "name": "Patricia Boyle",
                "id": "554023000000235011",
                "email": "p.boyle@zylker.com"
            },
            "Email": null,
            "$currency_symbol": "Rs.",
            "$field_states": null,
            "Latitude": null,
            "$sharing_permission": "full_access",
            "Last_Activity_Time": null,
            "Industry": null,
            "$state": "save",
            "Unsubscribed_Mode": null,
            "$process_flow": true,
            "Street": null,
            "$locked_for_me": false,
            "Zip_Code": null,
            "id": "554023000003701012",
            "Related_Announcement": null,
            "Languages_Known1": [],
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "Created_Time": "2024-02-19T18:30:23-11:00",
            "$wizard_connection_path": null,
            "$editable": true,
            "City": null,
            "No_of_Employees": null,
            "Longitude": null,
            "Converted__s": false,
            "Converted_Date_Time": null,
            "Converted_Account": null,
            "State": null,
            "Country": null,
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "554023000000235011",
                "email": "p.boyle@zylker.com"
            },
            "$zia_owner_assignment": "owner_recommendation_unavailable",
            "Secondary_Email": null,
            "Annual_Revenue": null,
            "Currency_1": null,
            "Description": null,
            "Rating": null,
            "$review_process": {
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "Website": null,
            "Twitter": null,
            "File_Upload_1": null,
            "Associated_Contacts": null,
            "Salutation": null,
            "Co_Owner": null,
            "Full_Name": "Patricia Boyle",
            "First_Name": "Patricia",
            "Lead_Status": null,
            "Record_Image": null,
            "Converted_Deal": null,
            "Modified_By": {
                "name": "Shylaja Sridhar",
                "id": "554023000000235011",
                "email": "shylaja.s@zohocorp.com"
            },
            "$review": null,
            "Lead_Conversion_Time": null,
            "Skype_ID": null,
            "Phone": null,
            "Image_Upload_1": null,
            "Email_Opt_Out": false,
            "$zia_visions": null,
            "Designation": null,
            "Modified_Time": "2024-02-19T18:30:23-11:00",
            "$converted_detail": {},
            "Unsubscribed_Time": null,
            "Converted_Contact": null,
            "Mobile": null,
            "$orchestration": false,
            "Last_Name": "Boyle",
            "Layout": {
                "name": "Standard",
                "id": "554023000000095055"
            },
            "$in_merge": false,
            "Locked__s": false,
            "Lead_Source": null,
            "Tag": [],
            "Fax": null,
            "$approval_state": "approved",
            "$pathfinder": false
        }
    ],
    "info": {
        "per_page": 200,
        "count": 1,
        "sort_by": "id",
        "page": 1,
        "sort_order": "desc",
        "more_records": false
    }
}

Request Details: email

Request URL:https://www.zohoapis.com/crm/v4/{module_api_name}/search?email={email_here}
Attributes
  • emailstring

    Performs module search by email. All the email fields of a particular module will be searched and listed.

Sample Request to Search by email

Copiedcurl "https://www.zohoapis.com/crm/v4/Leads/search?email=newcrmapi@zoho.com"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Sample Response

Copied{
    "data": [
        {
            "Account": null,
            "Owner": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Company": null,
            "Email": "newcrmapi@zoho.com",
            "$currency_symbol": "Rs.",
            "Visitor_Score": null,
            "Last_Activity_Time": "2019-03-22T11:10:55+05:30",
            "Industry": "ASP",
            "$converted": false,
            "$process_flow": false,
            "Street": "Street",
            "Zip_Code": "Zip_Code",
            "id": "3652397000000415002",
            "$approved": true,
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "First_Visited_URL": null,
            "Days_Visited": null,
            "Created_Time": "2019-01-10T13:04:32+05:30",
            "$editable": true,
            "City": "City",
            "No_of_Employees": 100,
            "State": "State",
            "Country": "Country",
            "Last_Visited_Time": null,
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Annual_Revenue": 100000,
            "Secondary_Email": "newcrmapi@zoho.com",
            "Description": "Design your own layouts that align your business processes precisely. Assign them to profiles appropriately.",
            "Number_Of_Chats": null,
            "Rating": "Acquired",
            "Website": "crm.zoho.com",
            "Twitter": "Twitter",
            "Average_Time_Spent_Minutes": null,
            "Associated_Contacts": null,
            "Salutation": "Mr.",
            "First_Name": "First_Name",
            "Lead_Status": "Contacted",
            "Full_Name": "Mr. First_Name Last_Name",
            "Record_Image": null,
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Skype_ID": "Skype_ID",
            "Phone": "98883434559",
            "Email_Opt_Out": false,
            "Designation": "Designation",
            "Modified_Time": "2019-03-22T11:10:55+05:30",
            "$converted_detail": {},
            "Mobile": "98883434559",
            "Prediction_Score": null,
            "First_Visited_Time": null,
            "Last_Name": "Last_Name",
            "Referrer": null,
            "Lead_Source": "Twitter",
            "Tag": [],
            "Fax": "Fax"
        }
    ],
    "info": {
        "per_page": 200,
        "count": 1,
        "page": 1,
        "more_records": false
    }
}

Request Details: phone

Request URL:https://www.zohoapis.com/crm/v4/{module_api_name}/search?phone={phone_number_here}
Attributes
  • phonestring

    Performs module search by phone number. All the phone fields of a particular module will be searched and listed.

Sample Request to Search by Phone

Copiedcurl "https://www.zohoapis.com/crm/v4/Leads/search?phone=98883434559
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Sample Response

Copied{
    "data": [
        {
            "Account": null,
            "Owner": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Company": null,
            "Email": "newcrmapi@zoho.com",
            "$currency_symbol": "Rs.",
            "Visitor_Score": null,
            "Last_Activity_Time": "2019-03-22T11:10:55+05:30",
            "Industry": "ASP",
            "$converted": false,
            "$process_flow": false,
            "Street": "Street",
            "Zip_Code": "Zip_Code",
            "id": "3652397000000415002",
            "$approved": true,
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "First_Visited_URL": null,
            "Days_Visited": null,
            "Created_Time": "2019-01-10T13:04:32+05:30",
            "$editable": true,
            "City": "City",
            "No_of_Employees": 100,
            "State": "State",
            "Country": "Country",
            "Last_Visited_Time": null,
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Annual_Revenue": 100000,
            "Secondary_Email": "newcrmapi@zoho.com",
            "Description": "Design your own layouts that align your business processes precisely. Assign them to profiles appropriately.",
            "Number_Of_Chats": null,
            "Rating": "Acquired",
            "Website": "crm.zoho.com",
            "Twitter": "Twitter",
            "Average_Time_Spent_Minutes": null,
            "Associated_Contacts": null,
            "Salutation": "Mr.",
            "First_Name": "First_Name",
            "Lead_Status": "Contacted",
            "Full_Name": "Mr. First_Name Last_Name",
            "Record_Image": null,
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Skype_ID": "Skype_ID",
            "Phone": "98883434559",
            "Email_Opt_Out": false,
            "Designation": "Designation",
            "Modified_Time": "2019-03-22T11:10:55+05:30",
            "$converted_detail": {},
            "Mobile": "98883434559",
            "Prediction_Score": null,
            "First_Visited_Time": null,
            "Last_Name": "Last_Name",
            "Referrer": null,
            "Lead_Source": "Twitter",
            "Tag": [],
            "Fax": "Fax"
        }
    ],
    "info": {
        "per_page": 200,
        "count": 1,
        "page": 1,
        "more_records": false
    }
}

Request Details: word

Request URL:https://www.zohoapis.com/crm/v4/{module_api_name}/search?word={search_word_here}
Attributes
  • wordstring

    Performs global search by word.

Sample Request to Search by word

Copiedcurl "https://www.zohoapis.com/crm/v4/Leads/search?word=abc"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Sample Response

Copied{
    "data": [
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Company": "Company1",
            "Email": null,
            "$currency_symbol": "Rs.",
            "Visitor_Score": null,
            "Last_Activity_Time": null,
            "Industry": null,
            "$converted": false,
            "$process_flow": false,
            "Street": null,
            "Zip_Code": null,
            "id": "3652397000000562046",
            "$approved": true,
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "First_Visited_URL": null,
            "Days_Visited": null,
            "Created_Time": "2019-02-19T12:57:55+05:30",
            "$editable": true,
            "City": null,
            "No_of_Employees": null,
            "Campaigns_Lookup": null,
            "State": null,
            "Country": null,
            "Last_Visited_Time": null,
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Annual_Revenue": null,
            "Secondary_Email": null,
            "Description": null,
            "Number_Of_Chats": null,
            "Rating": null,
            "Website": null,
            "Twitter": null,
            "Average_Time_Spent_Minutes": null,
            "Salutation": null,
            "First_Name": null,
            "Lead_Status": null,
            "Full_Name": "abc",
            "Record_Image": null,
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Skype_ID": null,
            "Phone": null,
            "Email_Opt_Out": false,
            "Designation": null,
            "Modified_Time": "2019-02-19T12:57:55+05:30",
            "$converted_detail": {},
            "Mobile": null,
            "Prediction_Score": null,
            "First_Visited_Time": null,
            "Last_Name": "abc",
            "Referrer": null,
            "Lead_Source": null,
            "Tag": [],
            "Fax": null
        },
        {
            "Owner": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Company": "abc",
            "Email": null,
            "$currency_symbol": "Rs.",
            "Visitor_Score": null,
            "Last_Activity_Time": "2019-02-19T12:06:28+05:30",
            "Industry": "ERP (Enterprise Resource Planning)",
            "$converted": false,
            "$process_flow": false,
            "Street": null,
            "Zip_Code": null,
            "id": "3652397000000538029",
            "$approved": true,
            "$approval": {
                "delegate": false,
                "approve": false,
                "reject": false,
                "resubmit": false
            },
            "First_Visited_URL": null,
            "Days_Visited": null,
            "Created_Time": "2019-02-14T18:19:22+05:30",
            "$editable": true,
            "City": "Albany",
            "No_of_Employees": null,
            "Campaigns_Lookup": null,
            "State": null,
            "Country": null,
            "Last_Visited_Time": null,
            "Created_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Annual_Revenue": null,
            "Secondary_Email": null,
            "Description": null,
            "Number_Of_Chats": null,
            "Rating": null,
            "Website": null,
            "Twitter": null,
            "Average_Time_Spent_Minutes": null,
            "Salutation": null,
            "First_Name": "Test1",
            "Lead_Status": "Contacted",
            "Full_Name": "Test1 Lead1",
            "Record_Image": null,
            "Modified_By": {
                "name": "Patricia Boyle",
                "id": "3652397000000186017"
            },
            "Skype_ID": null,
            "Phone": null,
            "Email_Opt_Out": true,
            "Designation": "Team Lead",
            "Modified_Time": "2019-02-19T12:06:28+05:30",
            "$converted_detail": {},
            "Mobile": null,
            "Prediction_Score": null,
            "First_Visited_Time": null,
            "Last_Name": "Lead1",
            "Referrer": null,
            "Lead_Source": "Advertisement",
            "Tag": [],
            "Fax": null
        }
    ],
    "info": {
        "per_page": 200,
        "count": 2,
        "page": 1,
        "more_records": false
    }
}

Other optional parameters

  • convertedstring

    To get the list of converted records. Default value is false.

    • true - get only converted records
    • false - get only non-converted records
    • both - get all records
  • approvedstring

    To get the list of approved records. Default value is true.

    • true - get only approved records
    • false - get only records which are not approved
    • both - get all records
  • pageinteger

    To get the list of records from the respective pages. Default value for page is 1.

  • per_pageinteger

    To get the list of records available per page. The default and the maximum possible value is 200.

  • typestring

    To get a specific user type from the Users module. Please note that this parameter is supported only for Users module.

    The possible values are:

    • AllUsers
    • ActiveUsers
    • DeactiveUsers
    • ConfirmedUsers
    • ConfirmedReportingUsers
    • NotConfirmedUsers
    • DeletedUsers
    • ActiveConfirmedUsers
    • AdminUsers
    • ActiveConfirmedAdmins
    • CurrentUser

Sample Request: To Search with a Single Criterion

Copiedcurl "https://www.zohoapis.com/crm/v4/Campaigns/search?criteria=Campaign_Name:equals:CRM&fields=Campaign_Name,Type"
-X GET
-H "Authorization: Zoho-oauthtoken 1000.8cb99dxxxxxxxxxxxxx9be93.9b8xxxxxxxxxxxxxxxf"

Note

  • Only one of the mandatory parameters (criteria, email, phone, word) would work at one point of time. Furthermore, if two parameters are given simultaneously, preference will be given in the order criteria, email, phone, and word, and only one of them would work.
  • The page and per_page parameter is used to fetch records according to their position in the CRM. Let's assume that the user has to fetch 400 records. The maximum number of records that one can get for an API call is 200. So, for records above the 200th position, they cannot be fetched. By changing the values of the page (1, 2) and per_page (200) parameters, the user can fetch all 400 records using 2 API calls.
  • You can search for and fetch a maximum of 2000 records using this API. Exceeding this limit throws the "LIMIT_REACHED" error.
  • The value of the fields with sensitive health data will be retrieved only when Restrict Data access through API option in the compliance settings is disabled. If the option is enabled, the value will be null. Refer to HIPAA compliance for more details.
  • When you create or edit a record, and search for it immediately, you may face the 204 NO CONTENT error due to a delay in indexing. To fetch records without any delay, use the Query API.
  • The "in" operator supports upto 100 values.

Possible Errors

  • EXPECTED_PARAM_MISSINGHTTP 400

    mandatory param missing
    Resolution: Specify any of the mandatory parameters (criteria/email/phone/word) in your request to search based on criteria.

  • LIMIT_REACHEDHTTP 400

    Maximum response iteration limit reached
    Resolution: The search records API returns only 2000 records in an API call.

  • INVALID_QUERYHTTP 400

    invalid query formed
    Resolution: The operators/field API names in your search query are invalid, the value passed does not match the expected data type of the search field, there is a special character in the search value, or the field specified is not available in the search module. Refer to the "details" JSON object in the response to know which value is incorrect.

  • INVALID_DATAHTTP 400

    The search value contains special characters or does not contain at least two characters
    Resolution: Specify at least two characters in the search value and do not input special characters.

  • NOT_SUPPORTEDHTTP 400

    module not supported for search
    Resolution: The module you have specified is not supported for search operation. Refer to possible modules section above and specify a valid module API name.

  • 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 ZohoSearch.securesearch.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{
    "data": [
        {
            "Type": "Trade Show",
            "Campaign_Name": "CRM",
            "id": "3652397000002247003"
        }
    ],
    "info": {
        "per_page": 200,
        "count": 1,
        "page": 1,
        "more_records": false
    }
}