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Sample Codes

All of Zoho CRM's APIs can be used through the Python SDK, to enable your custom application to perform data sync to the best degree. Here are the sample codes for all the API methods available in our SDK.

Attachment Operations

Constructor	Description
AttachmentsOperations(module_api_name, record_id)	Creates an AttachmentsOperations class instance with the moduleAPIName and recordId.

Method	Description
get_attachments	To fetch the list of attachments of a record.
upload_attachments	To upload attachments to a record.
delete_attachments	To delete the attachments that were added to a record.
delete_attachment	To delete an attachment that was added to a record.
download_attachment	To download an attachment that was uploaded to a record.
uploadLink_attachments	To upload a link as an attachment to a record.

Blueprint Operations

Constructor	Description
BluePrintOperations(record_id, module_api_name)	Creates a BluePrintOperations class instance with the recordId and moduleAPIName.

Method	Description
get_blueprint	To get the next available transitions for that record, fields available for each transition, current value of each field, and validation(if any).
update_blueprint	To update a single transition at a time.

Bulk Read Operations

Method	Description
create_bulk_read_job	To schedule a bulk read job to export records that match the criteria.
get_bulk_read_job_details	To know the status of the bulk read job scheduled previously.
download_result	To download the result of the bulk read job. The response contains a zip file. Extract it to get the CSV or ICS file depending on the "file_type" you specified while creating the bulk read job

Bulk Write Operations

Method	Description
upload_file	To upload a CSV file in ZIP format. The response contains the "file_id". Use this ID while making the bulk write request.
create_bulk_write_job	To create a bulk write job to insert, update, or upsert records. The response contains the "job_id". Use this ID while getting the status of the scheduled bulk write job.
get_bulk_write_job_details	To know the status of the bulk write job scheduled previously.
download_result	To download the result of the bulk write job. The response contains a zip file. Extract it to get the CSV or ICS file depending on the "file_type" you specified while creating the write read job

Contact Roles Operations

Method	Description
get_contact_roles	To get the list of all contact roles.
create_contact_roles	To create contact roles.
update_contact_roles	To update contact roles.
delete_contact_roles	To delete contact roles.
get_contact_role	To get specific contact role.
update_contact_role	To update specific contact role.
delete_contact_role	To delete specific contact role.
get_all_contact_roles_of_deal	To get all contact roles of a deal.
get_contact_role_of_deal	To get specific contact role of a deal.
add_contact_role_to_deal	To add contact role to deal.
remove_contact_role_from_deal	To remove contact role from deal.

Currencies Operations

Method	Description
get_currencies	To get the list of all currencies available for your org.
add_currencies	To add new currencies to your org.
update_currencies	To update the currencies' details of your org.
enable_multiple_currencies	To enable multiple currencies for your org.
update_base_currency	To update the base currency details of your org.
get_currency	To get the details of specific currency.
update_currency	To update the details of specific currency.

Custom View Operations

Constructor	Description
CustomViewsOperations(module)	Creates a CustomViewsOperations class instance with the moduleAPIName.

Method	Description
get_custom_views	To get the list of all custom views in a module.
get_custom_view	To get the details of specific custom view in a module.

Fields Metadata Operations

Constructor	Description
FieldsOperations(module)	Creates a FieldsOperations class instance with the module.

Method	Description
get_fields	To get the meta details of all fields in a module.
get_field	To get the meta details of specific field in a module.

Files Operations

Method	Description
upload_files	To upload files and get their encrypted IDs.
get_file	To get the uploaded file through its encrypted ID.

Layouts Operations

Constructor	Description
LayoutsOperations(module)	Creates a LayoutsOperations class instance with the moduleAPIName.

Method	Description
get_layouts	To get the details of all the layouts in a module.
get_layout	To get the details (metadata) of a specific layout in a module.

Modules Operations

Method	Description
get_modules	To get the details of all the modules.
get_module	To get the details (metadata) of a specific module.
update_module_by_api_name	To update the details of a module by its module API name.
update_module_by_id	To update the details of a module by its ID.

Notes Operations

Method	Description
get_notes	To get the list of notes of a record.
create_notes	To add new notes to a record.
update_notes	To update the details of the notes of a record.
delete_notes	To delete the notes of a record.
get_note	To get the details of a specific note.
update_note	To update the details of an existing note.
delete_note	To delete a specific note.

Notification Operations

Method	Description
enable_notifications	To enable instant notifications of actions performed on a module.
get_notification_details	To get the details of the notifications enabled by the user.
update_notifications	To update the details of the notifications enabled by a user. All the provided details would be persisted and rest of the details would be removed.
update_notification	To update only specific details of a specific notification enabled by the user. All the provided details would be persisted and rest of the details will not be removed.
disable_notifications	To stop all the instant notifications enabled by the user for a channel.
disable_notification	To disable notifications for the specified events in a channel.

Organization Operations

Method	Description
get_organization	To get the details of your organization.
upload_organization_photo	To upload a photo of your organization.

Profile Operations

Constructor	Description
ProfilesOperations(if_modified_since)	Creates a ProfilesOperations class instance with the value of the If-Modified-Since header.

Method	Description
get_profiles	To get the list of profiles available for your organization.
get_profile	To get the details of a specific profile.

Query (COQL) Operation

Method	Description
get_records	To get the records from a module through a COQL query.

Records Operations

Method	Description
get_record	To get a specific record from a module.
update_record	To update a specific record in a module.
delete_record	To delete a specific record from a module.
get_record_using_external_id	To get a record using External ID
update_record_using_external_id	To update a record using External ID.
delete_record_using_external_id	To delete a record using External ID
get_records	To get all records from a module.
create_records	To insert records in a module.
update_records	To update records in a module.
delete_records	To delete records from a module.
upsert_records	To insert/update records in a module.
get_deleted_records	To get the deleted records from a module.
search_records	To search for records in a module that match certain criteria, email, phone number, or a word.
convert_lead	To convert records(Leads to Contacts/Deals).
get_photo	To get the photo of a record.
upload_photo	To upload a photo to a record.
delete_photo	To delete the photo of a record.
mass_update_records	To update the same field for multiple records in a module.
get_mass_update_status	To get the status of the mass update job scheduled previously.

Related List Operations

Constructor	Description
RelatedListsOperations(module)	Creates a RelatedListsOperations class instance with the moduleAPIName.

Method	Description
get_related_lists	To get the details of all the related lists of a module.
get_related_list	To get the details of a specific related list of a module.

Related Records Operations

Constructor	Description
RelatedRecordsOperations(related_list_api_name, record_id, module_api_name)	Creates a RelatedRecordsOperations class instance with the relatedListAPIName, recordId, and moduleAPIName.

Method	Description
get_related_records	To get list of records from the related list of a module.
update_related_records	To update the association/relation between the records.
delink_records	To delete the association between the records.
get_related_record	To get the records from a specific related list of a module.
update_related_record	To update the details of a specific record of a related list in a module.
delink_record	To delete a specific record from the related list of a module.
get_related_records_using_external_id	To get all related records using External ID.
update_related_records_using_external_id	To update related records using External ID.
delete_related_records_using_external_id	To delete records using External ID
get_related_record_using_external_id	To get related record using External ID.
update_related_record_using_external_id	To update related record using External ID.
delete_related_record_using_external_id	To delete related record using External ID.

Role Operations

Method	Description
get_roles	To get the list of all roles available in your organization.
get_role	To get the details of a specific role.

Shared Records Operations

Constructor	Description
ShareRecordsOperations(record_id, module_api_name)	Creates a ShareRecordsOperations class instance with the recordId and moduleAPIName.

Method	Description
get_shared_record_details	To get the details of a record shared with other users.
share_record	To share a record with other users in the organization.
update_share_permissions	To Update the sharing permissions of a record granted to users as Read-Write, Read-only, or grant full access. Revoke access given to users to a shared record. Update the access permission to the related lists of the record that was shared with the user.
revoke_shared_record	To revoke access to a shared record.

Tags Operations

Method	Description
get_tags	To get the list of all tags in your organization.
create_tags	To create tags.
update_tags	To update multiple tags.
update_tag	To update a specific tag.
delete_tag	To delete a specific tag from the module.
merge_tags	To merge two tags.
add_tags_to_record	To add tags to a specific record.
remove_tags_from_record	To remove tags from a record.
add_tags_to_multiple_records	To add tags to multiple records.
remove_tags_from_multiple_records	To remove tags from multiple records.
get_record_count_for_tag	To get the record count for a tag.

Taxes Operations

Method	Description
get_taxes	To get the taxes of your organization.
create_taxes	To add taxes to your organization.
update_taxes	To update the existing taxes of your organization.
delete_taxes	To delete multiple taxes from your organization.
get_tax	To get the details of a specific tax.
delete_tax	To delete a specific tax from your organization.

Territory Operations

Method	Description
get_territories	To get the list of all territories.
get_territory	To get the details of a specific territory.

Users Operations

Method	Description
get_users	To get the list of users in your organization.
create_user	To add a user to your organization.
update_users	To update the existing users of your organization.
get_user	To get the details of a specific user.
update_user	To update the details of a specific user.
delete_user	To delete a specific user from your organization.

Variable Groups Operations

Method	Description
get_variable_groups	To get the list of all variable groups available for your organization.
get_variable_group_by_id	To get the details of a variable group by its group ID.
get_variable_group_by_api_name	To get the details of a specific variable group by its API name.

Variables Operations

Method	Description
get_variables	To get the list of variables available for your organization.
create_variables	To add new variables to your organization.
update_variables	To update the details of variables.
delete_variables	To delete multiple variables.
get_variable_by_id	To get the details of a specific variable by its unique ID.
update_variable_by_id	To update the details of a specific variable by its unique ID.
delete_variable	To delete a specific variable.
get_variable_for_api_name	To get the details of a variable by its API name.
update_variable_by_api_name	To update the details of a variable by its API name.