Zoho CRM

Overview

Connect end users’ Zoho CRM accounts for leads, contacts, deals, and every other CRM module, plus CRM settings, users, and email. Users in any supported Zoho data center can connect through one Zoho client.

Property	Value
Provider ID	zoho
Category	CRM
PKCE	Supported
Token refresh	Automatic
Redirect URI	Shown in Developer Portal

Step 1: Create a Zoho API Console client

Go to the Zoho API Console

Sign in to the Zoho API Console with a Zoho account in the US data center (accounts.zoho.com), click Add Client, and choose Server-based Applications.

Create the client

Enter a Client Name and Homepage URL, paste the Alter callback URL from the Developer Portal into Authorized Redirect URIs, and click Create.

Get credentials

Open the Client Secret tab and copy the Client ID and Client Secret.

Enable data centers

Open the Settings tab and turn on every data center your users’ Zoho accounts are in. Also turn on Use the same OAuth credentials for all data centers: Alter sends one Client Secret to every data center, and a data center with its own secret rejects it.

Warning

Never share the Client Secret publicly. Store it securely and only enter it in the Alter Vault Developer Portal.

Step 2: Add to Alter Vault

Open the Developer Portal

Go to portal.alterauth.com and navigate to the application.

Add Zoho CRM provider

Go to OAuth Providers > Add Provider > Zoho CRM.

Enter credentials

• Client ID: the Zoho client’s Client ID
• Client Secret: the Zoho client’s Client Secret

Select scopes

Choose the scopes the application needs. openid and email are always requested: Zoho returns the user’s identity only with them.

Save

Click Save. Alter checks the Client ID and Client Secret with Zoho’s US accounts server, and a pair Zoho rejects fails the save. Any other answer saves with the credentials reported as not verified; the first connect then checks them.

Data centers

Each Zoho account lives in one data center. Consent always starts at accounts.zoho.com; Zoho moves a user whose account is elsewhere to their own data center and tells Alter which one when it returns the user. Alter exchanges the code, and refreshes the token for as long as the connection lives, at that data center’s accounts server.

Supported data centers: United States, Europe, India, Australia, Japan, Canada, Saudi Arabia, United Kingdom, United Arab Emirates, and Singapore. Zoho’s China data center (accounts.zoho.com.cn) is a separate Zoho realm whose consent must start there, and is not supported. A connect that names any other data center fails.

Using in Code

Zoho serves each data center’s API from its own domain (https://www.zohoapis.com, https://www.zohoapis.eu, …). Alter records the connected account’s API domain and returns it on the grant as api_base_url / apiBaseUrl; build CRM URLs from it:

page = await app.list_grants(end_user_token=end_user_token, provider_id="zoho")
grant = next(g for g in page.grants if g.grant_kind == "oauth")

response = await app.request(
    HttpMethod.GET,
    f"{grant.api_base_url}/crm/v8/Leads",
    grant_id=grant.grant_id,
    query_params={"fields": "Last_Name,Email"},
)

Sandbox and developer orgs

A Zoho CRM sandbox or developer org connects through the same Zoho client and the same accounts servers as a production org. When the user’s account has more than one org, Zoho asks during consent which one (Production, Sandbox or Developer) the application may access. Zoho then returns that org’s API domain (https://sandbox.zohoapis.eu, https://developer.zohoapis.com.au, …), which Alter returns as api_base_url, so the code above reaches the right org unchanged. Tokens are specific to the org they were issued for (Zoho CRM access and refresh tokens). Because sandbox orgs share the production OAuth servers, a Zoho CRM configuration has no sandbox environment to select.

Alter sends the access token as Authorization: Zoho-oauthtoken <token>, the scheme the CRM API requires. A token fetched for direct use carries the same format in its injection details.

A call that needs a scope the connection lacks comes back from Zoho as 401 with OAUTH_SCOPE_MISMATCH. Alter returns it to the caller as Zoho’s response and does not treat it as a revoked connection; only a rejected access token marks the connection for reconnect.

The connected account

Alter records the connection as the Zoho user’s sub from the ID token Zoho returns (openid and email), with their email address as the account identifier. Reconnecting the same Zoho user reuses its connection.

Policy

Every call made with a Zoho CRM grant runs through Alter’s policy rules: method and endpoint restrictions, IP allowlists, time windows, quotas, human approval, AI review, and content rules that deny, redact, or require step-up. Rules can be attached to the organization, the application, an agent, a grant, an end user, or the Zoho CRM provider configuration. Content rules can name a Zoho CRM operation from the table below, a family, or a request field:

Family	Zoho CRM operations it covers
read	Every GET, plus the read-only POST calls: COQL queries, bulk search, related-record counts, mail merge downloads, bulk read jobs, and audit log exports
write	Every create and update
delete	Every DELETE, plus mass delete, mass tag delete, emptying the recycle bin, the transfer-and-delete calls (pipelines, territories, users), and merging records (the merged records are deleted)
send	Calls that themselves email or notify a person: sending an email, sending a mail merge email or a document for signature, cancelling a meeting (which can mail its participants), portal and user invitations, enrolling records in a cadence, owner changes and lead conversions (which can notify the owners), sharing a record (which can notify its members), record creates and updates (a Tasks or Events record saved with send_notification emails its participants), and appointments (their reminders)
admin	Every write under /crm/v8/settings/, /crm/v8/org/, and /crm/v8/users/, plus creating and updating users, organization photo changes, notification channels (which push every change to a URL), record sharing, portal invitations, and the reads of webhooks, variables, and notification channels, which return the URLs, parameters, and tokens an administrator configured

createCompositeRequest (POST /crm/v8/__composite_requests) runs the sub-requests its body lists, so it carries every family but payment.

Typical rules:

• Require human approval for the send family, so no email or invitation a call sends reaches a person without approval.
• Deny the admin family on agent grants.
• Restrict a grant to GET on /crm/v8/Leads* for a read-only reporting agent.

Sending an email (sendMail) projects a recipients parameter that folds every address it is delivered to (data[*].to[*].email, data[*].cc[*].email, data[*].bcc[*].email), so a rule such as “require approval when recipients fall outside @example.com” judges all of them. A mail merge send addresses the record’s own email when the body names no to_address, so it projects no recipients and a rule that names them refuses it.

The scope a Zoho CRM call needs depends on the module in its path (ZohoCRM.modules.leads.READ for /crm/v8/Leads), so Alter does not map Zoho operations to scopes. A grant narrowed to some Zoho scopes refuses, with scope_narrowing_unenforceable, every call that a method and endpoint restriction attached to the grant or agent does not pin; narrow Zoho grants with policy rules instead.

Use alter policy simulate or Explain a request in the Developer Portal to see which operation and family a Zoho CRM request classifies as. See Policies and Set policies.

Notes

• Access tokens last one hour. Refresh tokens do not expire until the user revokes them; Alter refreshes automatically.
• Zoho keeps at most 20 refresh tokens per user and client, and every connect issues a new one: a user who connects more than 20 times invalidates their oldest connection.
• Zoho has no revocation call Alter makes. Disconnecting in Alter removes Alter’s copy of the tokens; the user removes the app under Zoho Accounts → Connected Apps to cut off its access there.
• Alter’s policy catalog covers Zoho’s official CRM v8 API documents. A route outside it (another API version, or a Zoho product other than CRM) is unclassified, so a rule that names operations or families refuses it. The file upload API (upload.zoho.com) is not reachable through this provider.
• See the Zoho OAuth documentation for more details.

Available Scopes

The scopes a Zoho CRM client can request: the OpenID Connect scopes, every scope on Zoho’s CRM scopes reference, and every scope Zoho’s CRM v8 API documents name for an operation, in the scopes reference’s spelling. Scopes marked Requested by default are requested when a connection names no scopes.

Scope	Description
openid	Always requested. The user’s unique Zoho identifier, the connection’s account
email	Always requested. The user’s email address and whether Zoho verified it
profile	Requested by default. The user’s profile information, such as their name
ZohoCRM.apis.READ	Read apis. Used by: List available REST APIs
ZohoCRM.bulk.ALL	Full access to bulk
ZohoCRM.bulk.CREATE	Create bulk. Used by: Create a bulk write job; Get bulk write job details
ZohoCRM.bulk.READ	Read bulk. Used by: Create a bulk read job; Download bulk read result; Get bulk read job details
ZohoCRM.change_owner.CREATE	Create change owner. Used by: Change Owner; Submit mass change owner job; Transfer a user
ZohoCRM.change_owner.READ	Read change owner. Used by: Get mass change owner job status; Get user transfer status; Validate user before transfer
ZohoCRM.composite_requests.CUSTOM	Use composite requests. Used by: Process multiple API requests in a single call
ZohoCRM.coql.READ	Read coql. Used by: Retrieve records using a COQL query
ZohoCRM.features.READ	Read features. Used by: Features; Specific Feature; User Licenses Feature
ZohoCRM.files.CREATE	Create files. Used by: Upload files to ZFS
ZohoCRM.files.READ	Read files. Used by: Retrieve a file from ZFS
ZohoCRM.mass_convert.leads.CREATE	Create mass convert leads. Used by: Submit mass convert job for leads
ZohoCRM.mass_convert.leads.READ	Read mass convert leads. Used by: Get mass convert job status
ZohoCRM.mass_delete.DELETE	Delete mass delete. Used by: Delete records in bulk by record IDs or Custom View
ZohoCRM.mass_delete.READ	Read mass delete. Used by: Retrieve mass delete job status
ZohoCRM.mass_update.leads.READ	Read mass update leads. Used by: Get mass update job status
ZohoCRM.mass_update.leads.UPDATE	Update mass update leads. Used by: Mass update records
ZohoCRM.mass_update.READ	Read mass update. Used by: Get mass update job status
ZohoCRM.mass_update.UPDATE	Update mass update. Used by: Mass update records
ZohoCRM.modules.accounts.ALL	Full access to accounts records
ZohoCRM.modules.accounts.CREATE	Create accounts records. Used by: Create Email Drafts for a Record; Enroll Records to Cadences; Merge Records
ZohoCRM.modules.accounts.DELETE	Delete accounts records. Used by: Delete an Email Draft; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.accounts.READ	Read accounts records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Merge Job Status; Get Timelines
ZohoCRM.modules.accounts.UPDATE	Update accounts records. Used by: Unblock email for a single record; Unblock emails for multiple records in a module; Update Email Drafts for a Record
ZohoCRM.modules.activities.ALL	Full access to activities records
ZohoCRM.modules.activities.CREATE	Create activities records. Used by: Share Record Emails
ZohoCRM.modules.activities.DELETE	Delete activities records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.activities.READ	Read activities records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Search Records by Criteria, Word, Email, or Phone
ZohoCRM.modules.activities.UPDATE	Update activities records
ZohoCRM.modules.ALL	Full access to records in every module. Used by: Add Tags to Records; Add Tags to a Record; Create a bulk read job
ZohoCRM.modules.appointments.ALL	Full access to appointments records
ZohoCRM.modules.appointments.CREATE	Create appointments records. Used by: Create Appointment records
ZohoCRM.modules.appointments.DELETE	Delete appointments records. Used by: Delete an Appointment by ID; Delete one or more appointment records
ZohoCRM.modules.appointments.READ	Read appointments records. Used by: Get Appointment Records; Get an Appointment Record by ID
ZohoCRM.modules.appointments.UPDATE	Update appointments records. Used by: Update an Appointment Record by ID; Update appointment records
ZohoCRM.modules.appointments_rescheduled_history.ALL	Full access to appointments rescheduled history records
ZohoCRM.modules.appointments_rescheduled_history.CREATE	Create appointments rescheduled history records
ZohoCRM.modules.appointments_rescheduled_history.DELETE	Delete appointments rescheduled history records
ZohoCRM.modules.appointments_rescheduled_history.READ	Read appointments rescheduled history records
ZohoCRM.modules.appointments_rescheduled_history.UPDATE	Update appointments rescheduled history records
ZohoCRM.modules.approvals.ALL	Full access to approvals records
ZohoCRM.modules.approvals.CREATE	Create approvals records
ZohoCRM.modules.approvals.DELETE	Delete approvals records
ZohoCRM.modules.approvals.READ	Read approvals records
ZohoCRM.modules.approvals.UPDATE	Update approvals records
ZohoCRM.modules.attachments.ALL	Full access to attachments records. Used by: Delete Link Attachment; Retrieve All Attachments; Upload an Attachment
ZohoCRM.modules.attachments.CREATE	Create attachments records. Used by: Share Record Emails; Upload an Attachment
ZohoCRM.modules.attachments.DELETE	Delete attachments records. Used by: Delete Link Attachment; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.attachments.READ	Read attachments records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Download a specific attachment file; Retrieve All Attachments
ZohoCRM.modules.calls.ALL	Full access to calls records
ZohoCRM.modules.calls.CREATE	Create calls records. Used by: Share Record Emails
ZohoCRM.modules.calls.DELETE	Delete calls records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.calls.READ	Read calls records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Module Record Count
ZohoCRM.modules.calls.UPDATE	Update calls records
ZohoCRM.modules.campaigns.ALL	Full access to campaigns records
ZohoCRM.modules.campaigns.CREATE	Create campaigns records. Used by: Share Record Emails
ZohoCRM.modules.campaigns.DELETE	Delete campaigns records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.campaigns.READ	Read campaigns records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Module Record Count
ZohoCRM.modules.campaigns.UPDATE	Update campaigns records
ZohoCRM.modules.cases.ALL	Full access to cases records
ZohoCRM.modules.cases.CREATE	Create cases records. Used by: Create Email Drafts for a Record; Share Record Emails
ZohoCRM.modules.cases.DELETE	Delete cases records. Used by: Delete an Email Draft; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.cases.READ	Read cases records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Get an Email Draft
ZohoCRM.modules.cases.UPDATE	Update cases records. Used by: Unblock email for a single record; Unblock emails for multiple records in a module; Update Email Drafts for a Record
ZohoCRM.modules.contacts.ALL	Full access to contacts records. Used by: Download an inline image from an email
ZohoCRM.modules.contacts.CREATE	Create contacts records. Used by: Create Email Drafts for a Record; Enroll Records to Cadences; Link Deal Email
ZohoCRM.modules.contacts.DELETE	Delete contacts records. Used by: Deal Contact Roles; Delete Contact Roles; Delete a Contact Role
ZohoCRM.modules.contacts.READ	Read contacts records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Deal Contact Roles; Get Merge Job Status
ZohoCRM.modules.contacts.UPDATE	Update contacts records. Used by: Deal Contact Roles; Unblock email for a single record; Unblock emails for multiple records in a module
ZohoCRM.modules.contacts.WRITE	Write contacts records. Used by: Create Contact Roles
ZohoCRM.modules.CREATE	Create records in every module. Used by: Convert a Lead; Create or update records in a specified module; Create records in a specified module
ZohoCRM.modules.custom.ALL	Full access to custom records
ZohoCRM.modules.custom.CREATE	Create custom records. Used by: Create Email Drafts for a Record; Enroll Records to Cadences; Merge Records
ZohoCRM.modules.custom.DELETE	Delete custom records. Used by: Delete an Email Draft; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.custom.READ	Read custom records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Merge Job Status; Get Timelines
ZohoCRM.modules.custom.UPDATE	Update custom records. Used by: Unblock email for a single record; Unblock emails for multiple records in a module; Update Email Drafts for a Record
ZohoCRM.modules.dashboards.ALL	Full access to dashboards records
ZohoCRM.modules.dashboards.CREATE	Create dashboards records
ZohoCRM.modules.dashboards.DELETE	Delete dashboards records
ZohoCRM.modules.dashboards.READ	Read dashboards records
ZohoCRM.modules.dashboards.UPDATE	Update dashboards records
ZohoCRM.modules.deals.ALL	Full access to deals records. Used by: Download an inline image from an email
ZohoCRM.modules.deals.CREATE	Create deals records. Used by: Create Email Drafts for a Record; Enroll Records to Cadences; Link Deal Email
ZohoCRM.modules.deals.DELETE	Delete deals records. Used by: Deal Contact Roles; Delete an Email Draft; Unshare Record Emails
ZohoCRM.modules.deals.READ	Read deals records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Deal Contact Roles; Get Timelines
ZohoCRM.modules.deals.UPDATE	Update deals records. Used by: Deal Contact Roles; Unblock email for a single record; Unblock emails for multiple records in a module
ZohoCRM.modules.DELETE	Delete records in every module. Used by: Delete a record photo; Delete a specific record by ID; Delete records from a specified module
ZohoCRM.modules.emails.CREATE	Create emails records. Used by: Associate Email; Link Deal Email; Link Emails to Deals
ZohoCRM.modules.emails.READ	Read emails records. Used by: Download an email attachment; Download an inline image from an email; Get email sharing details for a record
ZohoCRM.modules.events.ALL	Full access to events records
ZohoCRM.modules.events.CREATE	Create events records. Used by: Share Record Emails
ZohoCRM.modules.events.DELETE	Delete events records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.events.READ	Read events records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Module Record Count
ZohoCRM.modules.events.UPDATE	Update events records. Used by: Cancel a Meeting
ZohoCRM.modules.forecasts.CREATE	Create forecasts records. Used by: Share Record Emails
ZohoCRM.modules.forecasts.DELETE	Delete forecasts records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.forecasts.READ	Read forecasts records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Search Records by Criteria, Word, Email, or Phone
ZohoCRM.modules.invoices.ALL	Full access to invoices records
ZohoCRM.modules.invoices.CREATE	Create invoices records. Used by: Create Email Drafts for a Record; Share Record Emails
ZohoCRM.modules.invoices.DELETE	Delete invoices records. Used by: Delete an Email Draft; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.invoices.READ	Read invoices records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get an Email Draft; List Email Drafts for a Record
ZohoCRM.modules.invoices.UPDATE	Update invoices records. Used by: Update Email Drafts for a Record; Update an Email Draft
ZohoCRM.modules.leads.ALL	Full access to leads records. Used by: Download an inline image from an email
ZohoCRM.modules.leads.CREATE	Create leads records. Used by: Create Email Drafts for a Record; Enroll Records to Cadences; Merge Records
ZohoCRM.modules.leads.DELETE	Delete leads records. Used by: Delete an Email Draft; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.leads.READ	Read leads records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Download an email attachment; Get Merge Job Status
ZohoCRM.modules.leads.UPDATE	Update leads records. Used by: Unblock email for a single record; Unblock emails for multiple records in a module; Update Email Drafts for a Record
ZohoCRM.modules.notes.ALL	Full access to notes records
ZohoCRM.modules.notes.CREATE	Create notes records. Used by: Create Notes; Related Notes; Share Record Emails
ZohoCRM.modules.notes.DELETE	Delete notes records. Used by: Delete a Specific Note; Notes; Related Note
ZohoCRM.modules.notes.READ	Read notes records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get a Specific Note; Notes
ZohoCRM.modules.notes.UPDATE	Update notes records. Used by: Related Note; Related Notes; Update Notes
ZohoCRM.modules.potentials.CREATE	Create potentials records. Used by: Merge Records
ZohoCRM.modules.potentials.READ	Read potentials records. Used by: Get Merge Job Status
ZohoCRM.modules.pricebooks.ALL	Full access to pricebooks records
ZohoCRM.modules.pricebooks.CREATE	Create pricebooks records
ZohoCRM.modules.pricebooks.DELETE	Delete pricebooks records
ZohoCRM.modules.pricebooks.READ	Read pricebooks records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Module Record Count
ZohoCRM.modules.pricebooks.UPDATE	Update pricebooks records
ZohoCRM.modules.products.ALL	Full access to products records
ZohoCRM.modules.products.CREATE	Create products records. Used by: Share Record Emails
ZohoCRM.modules.products.DELETE	Delete products records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.products.READ	Read products records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Module Record Count
ZohoCRM.modules.products.UPDATE	Update products records
ZohoCRM.modules.purchaseorders.ALL	Full access to purchaseorders records
ZohoCRM.modules.purchaseorders.CREATE	Create purchaseorders records. Used by: Create Email Drafts for a Record
ZohoCRM.modules.purchaseorders.DELETE	Delete purchaseorders records. Used by: Delete an Email Draft
ZohoCRM.modules.purchaseorders.READ	Read purchaseorders records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Get an Email Draft
ZohoCRM.modules.purchaseorders.UPDATE	Update purchaseorders records. Used by: Unblock email for a single record; Unblock emails for multiple records in a module; Update Email Drafts for a Record
ZohoCRM.modules.quotes.ALL	Full access to quotes records
ZohoCRM.modules.quotes.CREATE	Create quotes records. Used by: Convert Inventory Record; Create Email Drafts for a Record; Enroll Records to Cadences
ZohoCRM.modules.quotes.DELETE	Delete quotes records. Used by: Delete an Email Draft; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.quotes.READ	Read quotes records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Get an Email Draft
ZohoCRM.modules.quotes.UPDATE	Update quotes records. Used by: Unblock email for a single record; Unblock emails for multiple records in a module; Update Email Drafts for a Record
ZohoCRM.modules.READ	Requested by default. Read records in every module. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get a record by ID from a specified module; Get a record photo
ZohoCRM.modules.salesorders.ALL	Full access to salesorders records
ZohoCRM.modules.salesorders.CREATE	Create salesorders records. Used by: Convert Inventory Record; Create Email Drafts for a Record
ZohoCRM.modules.salesorders.DELETE	Delete salesorders records. Used by: Delete an Email Draft
ZohoCRM.modules.salesorders.READ	Read salesorders records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Get an Email Draft
ZohoCRM.modules.salesorders.UPDATE	Update salesorders records. Used by: Unblock email for a single record; Unblock emails for multiple records in a module; Update Email Drafts for a Record
ZohoCRM.modules.search.ALL	Full access to search records
ZohoCRM.modules.search.CREATE	Create search records
ZohoCRM.modules.search.DELETE	Delete search records
ZohoCRM.modules.search.READ	Read search records
ZohoCRM.modules.search.UPDATE	Update search records
ZohoCRM.modules.services.ALL	Full access to services records
ZohoCRM.modules.services.CREATE	Create services records. Used by: Create service records in Zoho CRM
ZohoCRM.modules.services.DELETE	Delete services records. Used by: Delete a service record by ID; Delete one or more service records
ZohoCRM.modules.services.READ	Read services records. Used by: Get services; Retrieve a specific service record by ID
ZohoCRM.modules.services.UPDATE	Update services records. Used by: Update a specific service record by ID; Update service records
ZohoCRM.modules.solutions.ALL	Full access to solutions records
ZohoCRM.modules.solutions.CREATE	Create solutions records. Used by: Share Record Emails
ZohoCRM.modules.solutions.DELETE	Delete solutions records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.solutions.READ	Read solutions records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Module Record Count
ZohoCRM.modules.solutions.UPDATE	Update solutions records
ZohoCRM.modules.tasks.ALL	Full access to tasks records
ZohoCRM.modules.tasks.CREATE	Create tasks records. Used by: Share Record Emails
ZohoCRM.modules.tasks.DELETE	Delete tasks records. Used by: Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.tasks.READ	Read tasks records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Timelines; Module Record Count
ZohoCRM.modules.tasks.UPDATE	Update tasks records
ZohoCRM.modules.UPDATE	Update records in every module. Used by: Assign territories to a record; Assign territories to multiple records; Remove territories from a record
ZohoCRM.modules.vendors.ALL	Full access to vendors records
ZohoCRM.modules.vendors.CREATE	Create vendors records. Used by: Create Email Drafts for a Record; Enroll Records to Cadences; Merge Records
ZohoCRM.modules.vendors.DELETE	Delete vendors records. Used by: Delete an Email Draft; Unshare Record Emails; Unshare emails in bulk
ZohoCRM.modules.vendors.READ	Read vendors records. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get Merge Job Status; Get Timelines
ZohoCRM.modules.vendors.UPDATE	Update vendors records. Used by: Update Email Drafts for a Record; Update an Email Draft
ZohoCRM.notifications.ALL	Full access to notifications. Used by: Create notification channels; Disable notification channels; Update full notification details
ZohoCRM.notifications.CREATE	Create notifications. Used by: Create notification channels
ZohoCRM.notifications.DELETE	Delete notifications. Used by: Disable notification channels
ZohoCRM.notifications.READ	Read notifications. Used by: List active notification channels
ZohoCRM.notifications.UPDATE	Update notifications. Used by: Update full notification details; Update notification channel information
ZohoCRM.org.ALL	Full access to org
ZohoCRM.org.CREATE	Create org. Used by: Upload Organization Photo
ZohoCRM.org.DELETE	Delete org. Used by: Delete the organization photo
ZohoCRM.org.READ	Requested by default. Read org. Used by: Get organization details; Organization photo
ZohoCRM.send_mail.all.CREATE	Create send mail all. Used by: Send an email to a record
ZohoCRM.settings.ALL	Full access to settings. Used by: Related Lists
ZohoCRM.settings.assignment_rules.CREATE	Create settings assignment rules. Used by: Clone Assignment Rule; Create an Assignment Rule
ZohoCRM.settings.assignment_rules.DELETE	Delete settings assignment rules. Used by: Delete an Assignment Rule
ZohoCRM.settings.assignment_rules.READ	Read settings assignment rules. Used by: Assignment Rule Associations; Assignment Rules; Assignment Rules Count
ZohoCRM.settings.assignment_rules.UPDATE	Update settings assignment rules. Used by: Clone Assignment Rule Entries; Reorder Assignment Rule entries; Update a Specific Assignment Rule
ZohoCRM.settings.audit_logs.CREATE	Create settings audit logs. Used by: Create an audit log export job
ZohoCRM.settings.audit_logs.READ	Read settings audit logs. Used by: Get audit log export jobs; Get the Status of the Export Audit Log Job
ZohoCRM.settings.automation_actions.CREATE	Create settings automation actions. Used by: Create Field Update; Create an Automation Task; Webhooks
ZohoCRM.settings.automation_actions.DELETE	Delete settings automation actions. Used by: Automation Task; Delete Field Update; Delete a webhook by ID
ZohoCRM.settings.automation_actions.READ	Read settings automation actions. Used by: Automation Task; Get Field Update By Id; Get Field Updates
ZohoCRM.settings.automation_actions.UPDATE	Update settings automation actions. Used by: Automation Task; Update Field Update; Update an automation task definition by ID (full replacement)
ZohoCRM.settings.business_hours.CREATE	Create settings business hours. Used by: Add shift hours; Business Hours Configuration; Holidays
ZohoCRM.settings.business_hours.DELETE	Delete settings business hours. Used by: Delete a shift hour; Holiday
ZohoCRM.settings.business_hours.READ	Read settings business hours. Used by: A specific holiday; Business Hours Configuration; Get a shift hour
ZohoCRM.settings.business_hours.UPDATE	Update settings business hours. Used by: A specific holiday; Business Hours Configuration; Multiple Holidays
ZohoCRM.settings.cadences.CREATE	Create settings cadences. Used by: Activate Cadence; Clone a Cadence; Create cadence
ZohoCRM.settings.cadences.DELETE	Delete settings cadences. Used by: Delete a Cadence
ZohoCRM.settings.cadences.READ	Read settings cadences. Used by: Get Cadence analytics; Get Cadence module actions count; Get Cadence records count
ZohoCRM.settings.cadences.UPDATE	Update settings cadences. Used by: Cadence; Update multiple Cadences (bulk form)
ZohoCRM.settings.clientportal.ALL	Full access to settings clientportal. Used by: Delete user type; Portal User Type; Portal User Types
ZohoCRM.settings.clientportal.CREATE	Create settings clientportal. Used by: Invite portal users; Portal; Portal User Type
ZohoCRM.settings.clientportal.DELETE	Delete settings clientportal. Used by: Delete user type; delete portal users
ZohoCRM.settings.clientportal.READ	Read settings clientportal. Used by: Invite portal users; List portal users; Portal User Type
ZohoCRM.settings.clientportal.UPDATE	Update settings clientportal. Used by: Change status of portal users; Portal; Portal User Status
ZohoCRM.settings.currencies.ALL	Full access to settings currencies
ZohoCRM.settings.currencies.CREATE	Create settings currencies. Used by: Create currencies; Enable multi-currency
ZohoCRM.settings.currencies.READ	Read settings currencies. Used by: List currencies; Specific Currency
ZohoCRM.settings.currencies.UPDATE	Update settings currencies. Used by: Currency; Update base currency; Update currencies
ZohoCRM.settings.custom_buttons.ALL	Full access to settings custom buttons
ZohoCRM.settings.custom_links.ALL	Full access to settings custom links
ZohoCRM.settings.custom_views.ALL	Full access to settings custom views
ZohoCRM.settings.custom_views.CREATE	Create settings custom views. Used by: CustomView creation
ZohoCRM.settings.custom_views.DELETE	Delete settings custom views. Used by: Delete Custom Views
ZohoCRM.settings.custom_views.READ	Read settings custom views. Used by: Get All Custom Views; Get Custom View By Id
ZohoCRM.settings.custom_views.UPDATE	Update settings custom views. Used by: Custom Views; CustomView update; Sort Order
ZohoCRM.settings.data_sharing.ALL	Full access to settings data sharing. Used by: Data Sharing Settings
ZohoCRM.settings.data_sharing.READ	Read settings data sharing. Used by: Data Sharing Settings
ZohoCRM.settings.data_sharing.UPDATE	Update settings data sharing. Used by: Data Sharing Settings
ZohoCRM.settings.duplicate_check_preference.CREATE	Create settings duplicate check preference. Used by: Create Duplicate Check Preference
ZohoCRM.settings.duplicate_check_preference.DELETE	Delete settings duplicate check preference. Used by: Delete Duplicate Check Preference
ZohoCRM.settings.duplicate_check_preference.READ	Read settings duplicate check preference. Used by: Get Duplicate Check Preference
ZohoCRM.settings.duplicate_check_preference.UPDATE	Update settings duplicate check preference. Used by: Update Duplicate Check Preference
ZohoCRM.settings.emails.ALL	Full access to settings emails. Used by: Send mail merge email
ZohoCRM.settings.emails.READ	Read settings emails. Used by: Get from addresses
ZohoCRM.settings.fields.ALL	Full access to settings fields
ZohoCRM.settings.fields.CREATE	Create settings fields. Used by: Create custom fields in a module
ZohoCRM.settings.fields.DELETE	Delete settings fields. Used by: Delete a custom field; Delete a picklist field option
ZohoCRM.settings.fields.READ	Read settings fields. Used by: Get field metadata by ID; Get scheduled jobs for a field; List fields metadata
ZohoCRM.settings.fields.UPDATE	Update settings fields. Used by: Replace Pick list values; Update a custom field; Update custom fields
ZohoCRM.settings.fiscal_year.READ	Read settings fiscal year. Used by: Get Fiscal Year Settings
ZohoCRM.settings.fiscal_year.UPDATE	Update settings fiscal year. Used by: Update Fiscal Year Settings
ZohoCRM.settings.global_picklist.ALL	Full access to settings global picklist. Used by: Get Picklist Value Associations; Replace Picklist Values
ZohoCRM.settings.global_picklist.CREATE	Create settings global picklist. Used by: Create a Global Picklist
ZohoCRM.settings.global_picklist.DELETE	Delete settings global picklist. Used by: Delete a Global Picklist; Delete a Global Picklist by ID
ZohoCRM.settings.global_picklist.READ	Read settings global picklist. Used by: Get All Global Picklists; Get Field Associations; Get Replaced Picklist Values
ZohoCRM.settings.global_picklist.UPDATE	Update settings global picklist. Used by: Update a Global Picklist; Update a Global Picklist by ID
ZohoCRM.settings.intelligence.CREATE	Create settings intelligence. Used by: Trigger organization-level enrichment for a CRM record
ZohoCRM.settings.intelligence.READ	Read settings intelligence. Used by: Get Zia Org Enrichment; Org Enrichment Details
ZohoCRM.settings.layouts.ALL	Full access to settings layouts
ZohoCRM.settings.layouts.CREATE	Create settings layouts. Used by: Activate Layout
ZohoCRM.settings.layouts.DELETE	Delete settings layouts. Used by: Deactivate Layout; Delete a custom layout
ZohoCRM.settings.layouts.READ	Read settings layouts. Used by: Get layout by ID; Get layouts metadata
ZohoCRM.settings.layouts.UPDATE	Update settings layouts. Used by: Update a custom layout
ZohoCRM.settings.macros.ALL	Full access to settings macros
ZohoCRM.settings.mailmerge.CREATE	Create settings mailmerge. Used by: Download mail merge document; Send mail merge document for signing; Send mail merge email
ZohoCRM.settings.map_dependency.CREATE	Create settings map dependency. Used by: Create a field dependency for a layout
ZohoCRM.settings.map_dependency.DELETE	Delete settings map dependency. Used by: Delete a field dependency
ZohoCRM.settings.map_dependency.READ	Read settings map dependency. Used by: Get a field dependency by ID; Get field dependencies for a layout
ZohoCRM.settings.map_dependency.UPDATE	Update settings map dependency. Used by: Update an existing field dependency
ZohoCRM.settings.modules.ALL	Full access to settings modules. Used by: Update locking reason of a locked record
ZohoCRM.settings.modules.CREATE	Create settings modules. Used by: Create a custom module; Lock a record
ZohoCRM.settings.modules.DELETE	Delete settings modules. Used by: Remove lock from a locked record
ZohoCRM.settings.modules.READ	Read settings modules. Used by: Call Preferences; Generate web-tab link for a module; Get Appointment Preferences
ZohoCRM.settings.modules.UPDATE	Update settings modules. Used by: Call Preferences; Update Appointment Preferences; Update CRM modules
ZohoCRM.settings.pipeline.CREATE	Create settings pipeline. Used by: Pipeline; Transfer Pipeline
ZohoCRM.settings.pipeline.READ	Read settings pipeline. Used by: Pipelines; Specific Pipeline
ZohoCRM.settings.pipeline.UPDATE	Update settings pipeline. Used by: Pipeline
ZohoCRM.settings.profiles.ALL	Full access to settings profiles
ZohoCRM.settings.profiles.CREATE	Create settings profiles. Used by: Clone a CRM profile
ZohoCRM.settings.profiles.DELETE	Delete settings profiles. Used by: Profile
ZohoCRM.settings.profiles.READ	Read settings profiles. Used by: Profile; Profiles
ZohoCRM.settings.profiles.UPDATE	Update settings profiles. Used by: Profile; Specific Profile
ZohoCRM.settings.record_locking_configurations.CREATE	Create settings record locking configurations. Used by: Create record locking configuration
ZohoCRM.settings.record_locking_configurations.DELETE	Delete settings record locking configurations. Used by: Delete record locking configuration; Delete specific record locking configuration
ZohoCRM.settings.record_locking_configurations.READ	Read settings record locking configurations. Used by: Get record locking configuration; Get specific record locking configuration
ZohoCRM.settings.record_locking_configurations.UPDATE	Update settings record locking configurations. Used by: Update record locking configuration; Update specific record locking configuration
ZohoCRM.settings.recycle_bin.DELETE	Delete settings recycle bin. Used by: Delete a recycle-bin record permanently; Delete recycle-bin records
ZohoCRM.settings.recycle_bin.READ	Read settings recycle bin. Used by: Get a recycle-bin record; Get recycle-bin record count; Get recycle-bin records
ZohoCRM.settings.recycle_bin.UPDATE	Update settings recycle bin. Used by: Empty the Recycle Bin; Restore a Recycle Bin record; Restore multiple Recycle Bin records
ZohoCRM.settings.related_lists.ALL	Full access to settings related lists. Used by: Related Lists
ZohoCRM.settings.related_lists.READ	Read settings related lists. Used by: Related Lists
ZohoCRM.settings.roles.ALL	Full access to settings roles
ZohoCRM.settings.roles.CREATE	Create settings roles. Used by: Create a role
ZohoCRM.settings.roles.DELETE	Delete settings roles. Used by: Delete a role
ZohoCRM.settings.roles.READ	Read settings roles. Used by: Get a role; Get all roles
ZohoCRM.settings.roles.UPDATE	Update settings roles. Used by: Update a role
ZohoCRM.settings.scoring_rules.CREATE	Create settings scoring rules. Used by: Clone a scoring rule; Scoring Rules
ZohoCRM.settings.scoring_rules.DELETE	Delete settings scoring rules. Used by: Deactivate a scoring rule; Delete a scoring rules by ID; Scoring Rules
ZohoCRM.settings.scoring_rules.READ	Read settings scoring rules. Used by: Get scoring rule by ID; Scoring Rules
ZohoCRM.settings.scoring_rules.UPDATE	Update settings scoring rules. Used by: Activate a scoring rule; Scoring Rules; Update a scoring rules by ID
ZohoCRM.settings.tab_groups.ALL	Full access to settings tab groups
ZohoCRM.settings.tags.ALL	Full access to settings tags. Used by: Get Tag Records Count; Merge Tags
ZohoCRM.settings.tags.CREATE	Create settings tags. Used by: Tags
ZohoCRM.settings.tags.DELETE	Delete settings tags. Used by: Delete tag by ID; Mass delete tags
ZohoCRM.settings.tags.READ	Read settings tags. Used by: Mass Delete Tags Status; Tags
ZohoCRM.settings.tags.UPDATE	Update settings tags. Used by: Tags; Update tag by ID
ZohoCRM.settings.territories.ALL	Full access to settings territories. Used by: Get scheduled territory run rule job status; Run territory assignment rules; Specific Territory User
ZohoCRM.settings.territories.CREATE	Create settings territories. Used by: Create Territories
ZohoCRM.settings.territories.DELETE	Delete settings territories. Used by: Delete a territory by ID; Delete territories; Remove territories from a user
ZohoCRM.settings.territories.READ	Read settings territories. Used by: Get all territories; Get child territories by parent territory ID; Get scheduled territory run rule job status
ZohoCRM.settings.territories.UPDATE	Update settings territories. Used by: Add territories to a user; Run territory assignment rules; Update a specific territory by its ID
ZohoCRM.settings.unsubscribe.CREATE	Create settings unsubscribe. Used by: Create Unsubscribe Link
ZohoCRM.settings.unsubscribe.DELETE	Delete settings unsubscribe. Used by: Delete Unsubscribe Link by ID
ZohoCRM.settings.unsubscribe.READ	Read settings unsubscribe. Used by: Get Unsubscribe Link Associations; Get Unsubscribe Link by ID; Get Unsubscribe Links
ZohoCRM.settings.unsubscribe.UPDATE	Update settings unsubscribe. Used by: Update Unsubscribe Link by ID; Update Unsubscribe Links
ZohoCRM.settings.user_groups.CREATE	Create settings user groups. Used by: Create a user group
ZohoCRM.settings.user_groups.DELETE	Delete settings user groups. Used by: Delete a user group
ZohoCRM.settings.user_groups.READ	Read settings user groups. Used by: Get a user group; Get associated groups for a user; Get associated users count per user group
ZohoCRM.settings.user_groups.UPDATE	Update settings user groups. Used by: Update a user group
ZohoCRM.settings.variable_groups.CREATE	Create settings variable groups. Used by: Generate API Name
ZohoCRM.settings.variable_groups.READ	Read settings variable groups. Used by: Get variable group by ID; Variable Groups
ZohoCRM.settings.variable_groups.UPDATE	Update settings variable groups. Used by: Update variable group by ID; Variable Groups
ZohoCRM.settings.variables.ALL	Full access to settings variables
ZohoCRM.settings.variables.CREATE	Create settings variables. Used by: Create variables; Generate API Name
ZohoCRM.settings.variables.DELETE	Delete settings variables. Used by: Delete variables; Specific variable
ZohoCRM.settings.variables.READ	Read settings variables. Used by: Retrieve all variables; Variable Associations; specific variable
ZohoCRM.settings.variables.UPDATE	Update settings variables. Used by: Specific variable; Update variables
ZohoCRM.settings.wizards.READ	Read settings wizards. Used by: Get all wizard configurations; Get wizard details
ZohoCRM.settings.workflow_rules.CREATE	Create settings workflow rules. Used by: Create a workflow rule for a module
ZohoCRM.settings.workflow_rules.DELETE	Delete settings workflow rules. Used by: Delete One or More Workflow Rules; Delete a workflow rule by ID
ZohoCRM.settings.workflow_rules.READ	Read settings workflow rules. Used by: Get Active and Total Workflow Rule Counts by Module; Get Workflow Rule Action Counts; Get Workflow Rule Quota and Usage Counts
ZohoCRM.settings.workflow_rules.UPDATE	Update settings workflow rules. Used by: Update Workflow Rule Execution Order for Module; Update Workflow Rule by ID; Update workflow rules by ID in the request body
ZohoCRM.share.accounts.CREATE	Create share accounts. Used by: Share a record
ZohoCRM.share.accounts.DELETE	Delete share accounts. Used by: Revoke sharing on a record
ZohoCRM.share.accounts.READ	Read share accounts. Used by: Share Records
ZohoCRM.share.accounts.UPDATE	Update share accounts. Used by: Update share permissions
ZohoCRM.share.bundles.CREATE	Create share bundles. Used by: Share a record
ZohoCRM.share.bundles.DELETE	Delete share bundles. Used by: Revoke sharing on a record
ZohoCRM.share.bundles.READ	Read share bundles. Used by: Share Records
ZohoCRM.share.bundles.UPDATE	Update share bundles. Used by: Update share permissions
ZohoCRM.share.calls.CREATE	Create share calls. Used by: Share a record
ZohoCRM.share.calls.DELETE	Delete share calls. Used by: Revoke sharing on a record
ZohoCRM.share.calls.READ	Read share calls. Used by: Share Records
ZohoCRM.share.calls.UPDATE	Update share calls. Used by: Update share permissions
ZohoCRM.share.campaigns.CREATE	Create share campaigns. Used by: Share a record
ZohoCRM.share.campaigns.DELETE	Delete share campaigns. Used by: Revoke sharing on a record
ZohoCRM.share.campaigns.READ	Read share campaigns. Used by: Share Records
ZohoCRM.share.campaigns.UPDATE	Update share campaigns. Used by: Update share permissions
ZohoCRM.share.cases.CREATE	Create share cases. Used by: Share a record
ZohoCRM.share.cases.DELETE	Delete share cases. Used by: Revoke sharing on a record
ZohoCRM.share.cases.READ	Read share cases. Used by: Share Records
ZohoCRM.share.cases.UPDATE	Update share cases. Used by: Update share permissions
ZohoCRM.share.contacts.CREATE	Create share contacts. Used by: Share a record
ZohoCRM.share.contacts.DELETE	Delete share contacts. Used by: Revoke sharing on a record
ZohoCRM.share.contacts.READ	Read share contacts. Used by: Share Records
ZohoCRM.share.contacts.UPDATE	Update share contacts. Used by: Update share permissions
ZohoCRM.share.custom.CREATE	Create share custom. Used by: Share a record
ZohoCRM.share.custom.DELETE	Delete share custom. Used by: Revoke sharing on a record
ZohoCRM.share.custom.READ	Read share custom. Used by: Share Records
ZohoCRM.share.custom.UPDATE	Update share custom. Used by: Update share permissions
ZohoCRM.share.deals.CREATE	Create share deals. Used by: Share a record
ZohoCRM.share.deals.DELETE	Delete share deals. Used by: Revoke sharing on a record
ZohoCRM.share.deals.READ	Read share deals. Used by: Share Records
ZohoCRM.share.deals.UPDATE	Update share deals. Used by: Update share permissions
ZohoCRM.share.events.CREATE	Create share events. Used by: Share a record
ZohoCRM.share.events.DELETE	Delete share events. Used by: Revoke sharing on a record
ZohoCRM.share.events.READ	Read share events. Used by: Share Records
ZohoCRM.share.events.UPDATE	Update share events. Used by: Update share permissions
ZohoCRM.share.invoices.CREATE	Create share invoices. Used by: Share a record
ZohoCRM.share.invoices.DELETE	Delete share invoices. Used by: Revoke sharing on a record
ZohoCRM.share.invoices.READ	Read share invoices. Used by: Share Records
ZohoCRM.share.invoices.UPDATE	Update share invoices. Used by: Update share permissions
ZohoCRM.share.leads.CREATE	Create share leads. Used by: Share a record
ZohoCRM.share.leads.DELETE	Delete share leads. Used by: Revoke sharing on a record
ZohoCRM.share.leads.READ	Read share leads. Used by: Share Records
ZohoCRM.share.leads.UPDATE	Update share leads. Used by: Update share permissions
ZohoCRM.share.pricebooks.CREATE	Create share pricebooks. Used by: Share a record
ZohoCRM.share.pricebooks.DELETE	Delete share pricebooks. Used by: Revoke sharing on a record
ZohoCRM.share.pricebooks.READ	Read share pricebooks. Used by: Share Records
ZohoCRM.share.pricebooks.UPDATE	Update share pricebooks. Used by: Update share permissions
ZohoCRM.share.products.CREATE	Create share products. Used by: Share a record
ZohoCRM.share.products.DELETE	Delete share products. Used by: Revoke sharing on a record
ZohoCRM.share.products.READ	Read share products. Used by: Share Records
ZohoCRM.share.products.UPDATE	Update share products. Used by: Update share permissions
ZohoCRM.share.purchaseorders.CREATE	Create share purchaseorders. Used by: Share a record
ZohoCRM.share.purchaseorders.DELETE	Delete share purchaseorders. Used by: Revoke sharing on a record
ZohoCRM.share.purchaseorders.READ	Read share purchaseorders. Used by: Share Records
ZohoCRM.share.purchaseorders.UPDATE	Update share purchaseorders. Used by: Update share permissions
ZohoCRM.share.quotes.CREATE	Create share quotes. Used by: Share a record
ZohoCRM.share.quotes.DELETE	Delete share quotes. Used by: Revoke sharing on a record
ZohoCRM.share.quotes.READ	Read share quotes. Used by: Share Records
ZohoCRM.share.quotes.UPDATE	Update share quotes. Used by: Update share permissions
ZohoCRM.share.salesorders.CREATE	Create share salesorders. Used by: Share a record
ZohoCRM.share.salesorders.DELETE	Delete share salesorders. Used by: Revoke sharing on a record
ZohoCRM.share.salesorders.READ	Read share salesorders. Used by: Share Records
ZohoCRM.share.salesorders.UPDATE	Update share salesorders. Used by: Update share permissions
ZohoCRM.share.solutions.CREATE	Create share solutions. Used by: Share a record
ZohoCRM.share.solutions.DELETE	Delete share solutions. Used by: Revoke sharing on a record
ZohoCRM.share.solutions.READ	Read share solutions. Used by: Share Records
ZohoCRM.share.solutions.UPDATE	Update share solutions. Used by: Update share permissions
ZohoCRM.share.tasks.CREATE	Create share tasks. Used by: Share a record
ZohoCRM.share.tasks.DELETE	Delete share tasks. Used by: Revoke sharing on a record
ZohoCRM.share.tasks.READ	Read share tasks. Used by: Share Records
ZohoCRM.share.tasks.UPDATE	Update share tasks. Used by: Update share permissions
ZohoCRM.share.vendors.CREATE	Create share vendors. Used by: Share a record
ZohoCRM.share.vendors.DELETE	Delete share vendors. Used by: Revoke sharing on a record
ZohoCRM.share.vendors.READ	Read share vendors. Used by: Share Records
ZohoCRM.share.vendors.UPDATE	Update share vendors. Used by: Update share permissions
ZohoCRM.templates.email.READ	Read templates email. Used by: Email Templates
ZohoCRM.templates.inventory.READ	Read templates inventory. Used by: Inventory Template; Inventory templates
ZohoCRM.users.ALL	Full access to users. Used by: Specific Territory User; Territory User; Territory Users
ZohoCRM.users.CREATE	Create users. Used by: Create User
ZohoCRM.users.DELETE	Delete users. Used by: Delete a user from the organization; Get transfer and delete status; Remove territories from a user
ZohoCRM.users.READ	Read users. Used by: Bulk Search Records by Criteria, Word, Email, or Phone; Get a specific user; Get territories of a user
ZohoCRM.users.UPDATE	Update users. Used by: Add territories to a user; Transfer and delete a user; Update a single user by user ID
ZohoCRM.zia.enrichment.CREATE	Create zia enrichment. Used by: Zia Data Enrichment Configuration
ZohoCRM.zia.enrichment.DELETE	Delete zia enrichment. Used by: Delete Zia Enrichment Configuration for a specific module
ZohoCRM.zia.enrichment.READ	Read zia enrichment. Used by: Data Enrichment; Get Zia Enrichment Configuration for a specific module
ZohoCRM.zia.enrichment.UPDATE	Update zia enrichment. Used by: Update Zia Enrichment Configurations for a specific module
ZohoSign.documents.ALL	Full access to ZohoSign documents. Used by: Send mail merge document for signing
ZohoWriter.documentEditor.ALL	Full access to ZohoWriter documentEditor. Used by: Download mail merge document; Send mail merge document for signing; Send mail merge email
ZohoWriter.merge.ALL	Full access to ZohoWriter merge. Used by: Download mail merge document; Send mail merge document for signing; Send mail merge email

Policy-cataloged operations

Alter policy rules can target these attested operations and families for operation-level and parameter-aware controls.

Operation ID	Families	Method	Provider path
createBulkReadJob	read	POST	/crm/bulk/v8/read
getBulkReadJobDetails	read	GET	/crm/bulk/v8/read/{jobId}
downloadBulkReadResult	read	GET	/crm/bulk/v8/read/{jobId}/result
createBulkWriteJob	write	POST	/crm/bulk/v8/write
getBulkWriteJobDetails	read	GET	/crm/bulk/v8/write/{jobId}
deleteAppointmentsS	delete	DELETE	/crm/v8/Appointments__s
getAppointmentsS	read	GET	/crm/v8/Appointments__s
createAppointmentsS	send, write	POST	/crm/v8/Appointments__s
updateAppointmentsS	send, write	PUT	/crm/v8/Appointments__s
deleteAppointmentById	delete	DELETE	/crm/v8/Appointments__s/{appointmentId}
getAppointmentById	read	GET	/crm/v8/Appointments__s/{appointmentId}
updateAppointmentById	send, write	PUT	/crm/v8/Appointments__s/{appointmentId}
deleteContactRoles	delete	DELETE	/crm/v8/Contacts/roles
getContactRoles	read	GET	/crm/v8/Contacts/roles
createContactRoles	write	POST	/crm/v8/Contacts/roles
updateContactRoles	write	PUT	/crm/v8/Contacts/roles
deleteContactRole	delete	DELETE	/crm/v8/Contacts/roles/{role}
getContactRole	read	GET	/crm/v8/Contacts/roles/{role}
updateContactRole	write	PUT	/crm/v8/Contacts/roles/{role}
unlinkEmailsFromDeal	delete	DELETE	/crm/v8/Contacts/{contactId}/Emails/actions/link_record
linkEmailsToDeals	write	POST	/crm/v8/Contacts/{contactId}/Emails/actions/link_record
unlinkEmailFromRecord	delete	DELETE	/crm/v8/Contacts/{contactId}/Emails/{messageId}/actions/link_record
linkEmailToRecord	write	POST	/crm/v8/Contacts/{contactId}/Emails/{messageId}/actions/link_record
cancelMeetings	send, write	POST	/crm/v8/Events/{event}/actions/cancel
getMassConvertJobStatus	read	GET	/crm/v8/Leads/actions/mass_convert
massConvert	write	POST	/crm/v8/Leads/actions/mass_convert
getLeadConversionOptions	read	GET	/crm/v8/Leads/{leadId}/__conversion_options
convertLead	send, write	POST	/crm/v8/Leads/{leadId}/actions/convert
deleteNotesModule	delete	DELETE	/crm/v8/Notes
getNotesModule	read	GET	/crm/v8/Notes
createNotesModule	write	POST	/crm/v8/Notes
updateNotesModule	write	PUT	/crm/v8/Notes
deleteNoteById	delete	DELETE	/crm/v8/Notes/{id}
getNoteById	read	GET	/crm/v8/Notes/{id}
updateNoteById	write	PUT	/crm/v8/Notes/{id}
deleteServicesS	delete	DELETE	/crm/v8/Services__s
getServicesS	read	GET	/crm/v8/Services__s
createServicesS	write	POST	/crm/v8/Services__s
updateServicesS	write	PUT	/crm/v8/Services__s
deleteServiceById	delete	DELETE	/crm/v8/Services__s/{id}
getServiceById	read	GET	/crm/v8/Services__s/{id}
updateServiceSById	write	PUT	/crm/v8/Services__s/{id}
getAvailableApis	read	GET	/crm/v8/__apis
createCompositeRequest	admin, delete, read, send, write	POST	/crm/v8/__composite_requests
getFeatureDetails	read	GET	/crm/v8/__features
getUserLicenseFeatureDetails	read	GET	/crm/v8/__features/user_licenses
getFeatureSpecificDetails	read	GET	/crm/v8/__features/{feature}
getZiaOrgEnrichment	read	GET	/crm/v8/__zia_org_enrichment
submitOrgEnrichmentRequest	write	POST	/crm/v8/__zia_org_enrichment
getOrgEnrichmentById	read	GET	/crm/v8/__zia_org_enrichment/{id}
disableNotifications	admin, delete	DELETE	/crm/v8/actions/watch
getNotifications	admin, read	GET	/crm/v8/actions/watch
updateNotificationInfo	admin, write	PATCH	/crm/v8/actions/watch
createNotifications	admin, write	POST	/crm/v8/actions/watch
updateNotificationDetails	admin, write	PUT	/crm/v8/actions/watch
executeCOQLQuery	read	POST	/crm/v8/coql
getFile	read	GET	/crm/v8/files
uploadFiles	write	POST	/crm/v8/files
getOrganization	read	GET	/crm/v8/org
getCurrencies	read	GET	/crm/v8/org/currencies
createCurrencies	admin, write	POST	/crm/v8/org/currencies
updateCurrencies	admin, write	PUT	/crm/v8/org/currencies
enableCurrency	admin, write	POST	/crm/v8/org/currencies/actions/enable
updateBaseCurrency	admin, write	PUT	/crm/v8/org/currencies/actions/enable
getCurrencyById	read	GET	/crm/v8/org/currencies/{currency}
updateCurrencyById	admin, write	PUT	/crm/v8/org/currencies/{currency}
deleteOrgPhoto	admin, delete	DELETE	/crm/v8/org/photo
getOrgPhoto	read	GET	/crm/v8/org/photo
uploadOrganizationPhoto	admin, write	POST	/crm/v8/org/photo
getAppointmentPreference	read	GET	/crm/v8/settings/appointment_preferences
updateAppointmentPreference	admin, write	PUT	/crm/v8/settings/appointment_preferences
getAuditLogExports	read	GET	/crm/v8/settings/audit_log_export
createAuditLogExport	admin, read	POST	/crm/v8/settings/audit_log_export
getAuditLogExportsById	read	GET	/crm/v8/settings/audit_log_export/{id}
getAssignmentRules	read	GET	/crm/v8/settings/automation/assignment_rules
postAssignmentRules	admin, write	POST	/crm/v8/settings/automation/assignment_rules
getAssignmentRulesCount	read	GET	/crm/v8/settings/automation/assignment_rules/actions/count
deleteAssignmentRuleById	admin, delete	DELETE	/crm/v8/settings/automation/assignment_rules/{id}
getAssignmentRuleById	read	GET	/crm/v8/settings/automation/assignment_rules/{id}
updateAssignmentRuleById	admin, write	PUT	/crm/v8/settings/automation/assignment_rules/{id}
getAssignmentRuleAssociations	read	GET	/crm/v8/settings/automation/assignment_rules/{id}/actions/associations
cloneAssignmentRule	admin, write	POST	/crm/v8/settings/automation/assignment_rules/{id}/actions/clone
putCloneEntries	admin, write	PUT	/crm/v8/settings/automation/assignment_rules/{id}/actions/clone_entries
putReorderEntries	admin, write	PUT	/crm/v8/settings/automation/assignment_rules/{id}/actions/reorder_entries
getCadences	read	GET	/crm/v8/settings/automation/cadences
postCadences	admin, write	POST	/crm/v8/settings/automation/cadences
putUpdateCadences	admin, write	PUT	/crm/v8/settings/automation/cadences
getCadenceModuleActionsCount	read	GET	/crm/v8/settings/automation/cadences/actions/count
listCadencesRecordsCount	read	GET	/crm/v8/settings/automation/cadences/actions/records_count
deleteSingleCadence	admin, delete	DELETE	/crm/v8/settings/automation/cadences/{id}
getCadence	read	GET	/crm/v8/settings/automation/cadences/{id}
putUpdateCadence	admin, write	PUT	/crm/v8/settings/automation/cadences/{id}
postActivate	admin, write	POST	/crm/v8/settings/automation/cadences/{id}/actions/activate
getCadenceAnalytics	read	GET	/crm/v8/settings/automation/cadences/{id}/actions/analytics
postCloneCadences	admin, write	POST	/crm/v8/settings/automation/cadences/{id}/actions/clone
postDeactivate	admin, write	POST	/crm/v8/settings/automation/cadences/{id}/actions/deactivate
postPublish	admin, write	POST	/crm/v8/settings/automation/cadences/{id}/actions/publish
deleteFieldUpdates	admin, delete	DELETE	/crm/v8/settings/automation/field_updates
getFieldUpdates	read	GET	/crm/v8/settings/automation/field_updates
createFieldUpdates	admin, write	POST	/crm/v8/settings/automation/field_updates
deleteFieldUpdateById	admin, delete	DELETE	/crm/v8/settings/automation/field_updates/{id}
getFieldUpdateById	read	GET	/crm/v8/settings/automation/field_updates/{id}
updateFieldUpdateById	admin, write	PUT	/crm/v8/settings/automation/field_updates/{id}
deleteScoringRules	admin, delete	DELETE	/crm/v8/settings/automation/scoring_rules
getScoringRules	read	GET	/crm/v8/settings/automation/scoring_rules
postScoringRules	admin, write	POST	/crm/v8/settings/automation/scoring_rules
putScoringRules	admin, write	PUT	/crm/v8/settings/automation/scoring_rules
deleteScoringRuleById	admin, delete	DELETE	/crm/v8/settings/automation/scoring_rules/{ruleId}
getScoringRuleById	read	GET	/crm/v8/settings/automation/scoring_rules/{ruleId}
putScoringRuleById	admin, write	PUT	/crm/v8/settings/automation/scoring_rules/{ruleId}
deleteActivate	admin, delete	DELETE	/crm/v8/settings/automation/scoring_rules/{ruleId}/actions/activate
putActivate	admin, write	PUT	/crm/v8/settings/automation/scoring_rules/{ruleId}/actions/activate
postClone	admin, write	POST	/crm/v8/settings/automation/scoring_rules/{ruleId}/actions/clone
deleteTasks	admin, delete	DELETE	/crm/v8/settings/automation/tasks
getWorkflowTasks	read	GET	/crm/v8/settings/automation/tasks
createWorkflowTasks	admin, write	POST	/crm/v8/settings/automation/tasks
updateWorkflowTask	admin, write	PUT	/crm/v8/settings/automation/tasks
deleteTaskById	admin, delete	DELETE	/crm/v8/settings/automation/tasks/{id}
getTaskById	read	GET	/crm/v8/settings/automation/tasks/{id}
updateWorkflowTaskById	admin, write	PUT	/crm/v8/settings/automation/tasks/{id}
getWebhookFailures	read	GET	/crm/v8/settings/automation/webhook_failures
deleteWebhooks	admin, delete	DELETE	/crm/v8/settings/automation/webhooks
getWebhooks	admin, read	GET	/crm/v8/settings/automation/webhooks
createWebhooks	admin, write	POST	/crm/v8/settings/automation/webhooks
updateWebhooks	admin, write	PUT	/crm/v8/settings/automation/webhooks
getWebhookAssociatedModules	read	GET	/crm/v8/settings/automation/webhooks/actions/associated_modules
getWebhookUsageReports	read	GET	/crm/v8/settings/automation/webhooks/actions/usage_reports
deleteWebhooksById	admin, delete	DELETE	/crm/v8/settings/automation/webhooks/{webhookId}
getWebhookById	admin, read	GET	/crm/v8/settings/automation/webhooks/{webhookId}
updateWebhookById	admin, write	PUT	/crm/v8/settings/automation/webhooks/{webhookId}
deleteWorkflowRules	admin, delete	DELETE	/crm/v8/settings/automation/workflow_rules
getWorkflowRules	read	GET	/crm/v8/settings/automation/workflow_rules
postWorkflowRule	admin, write	POST	/crm/v8/settings/automation/workflow_rules
updateWorkflowRule	admin, write	PUT	/crm/v8/settings/automation/workflow_rules
getWorkflowRulesActionsCount	read	GET	/crm/v8/settings/automation/workflow_rules/actions/actions_count
getModuleSpecificActionsCount	read	GET	/crm/v8/settings/automation/workflow_rules/actions/module_specific_count
reorderWorkflowRules	admin, write	PUT	/crm/v8/settings/automation/workflow_rules/actions/reorder
getWorkflowRulesCount	read	GET	/crm/v8/settings/automation/workflow_rules/actions/rules_count
deleteWorkflowRuleById	admin, delete	DELETE	/crm/v8/settings/automation/workflow_rules/{id}
getWorkflowRuleById	read	GET	/crm/v8/settings/automation/workflow_rules/{id}
updateWorkflowRuleById	admin, write	PUT	/crm/v8/settings/automation/workflow_rules/{id}
getWorkflowRuleUsage	read	GET	/crm/v8/settings/automation/workflow_rules/{workflowRuleId}/actions/usage
getBusinessHours	read	GET	/crm/v8/settings/business_hours
createBusinessHours	admin, write	POST	/crm/v8/settings/business_hours
updateBusinessHours	admin, write	PUT	/crm/v8/settings/business_hours
getShifts	read	GET	/crm/v8/settings/business_hours/shift_hours
createShifts	admin, write	POST	/crm/v8/settings/business_hours/shift_hours
updateShiftHours	admin, write	PUT	/crm/v8/settings/business_hours/shift_hours
deleteSingleShiftHour	admin, delete	DELETE	/crm/v8/settings/business_hours/shift_hours/{shift}
getSingleShiftHour	read	GET	/crm/v8/settings/business_hours/shift_hours/{shift}
updateSingleShiftHour	admin, write	PUT	/crm/v8/settings/business_hours/shift_hours/{shift}
getCallPreferences	read	GET	/crm/v8/settings/call_preferences
updateCallPreferences	admin, write	PUT	/crm/v8/settings/call_preferences
deleteCustomView	admin, delete	DELETE	/crm/v8/settings/custom_views
getCustomViews	read	GET	/crm/v8/settings/custom_views
createCustomView	admin, write	POST	/crm/v8/settings/custom_views
updateCustomViewsBulk	admin, write	PUT	/crm/v8/settings/custom_views
changeSort	admin, write	PUT	/crm/v8/settings/custom_views/actions/change_sort
getCustomViewById	read	GET	/crm/v8/settings/custom_views/{id}
updateCustomView	admin, write	PUT	/crm/v8/settings/custom_views/{id}
changeSortById	admin, write	PUT	/crm/v8/settings/custom_views/{id}/actions/change_sort
getDataSharing	read	GET	/crm/v8/settings/data_sharing
updateDataSharing	admin, write	PUT	/crm/v8/settings/data_sharing
deleteDuplicateCheckPreference	admin, delete	DELETE	/crm/v8/settings/duplicate_check_preference
getDuplicateCheckPreference	read	GET	/crm/v8/settings/duplicate_check_preference
createDuplicateCheckPreference	admin, write	POST	/crm/v8/settings/duplicate_check_preference
updateDuplicateCheckPreference	admin, write	PUT	/crm/v8/settings/duplicate_check_preference
getEmailTemplates	read	GET	/crm/v8/settings/email_templates
getFromAddresses	read	GET	/crm/v8/settings/emails/actions/from_addresses
getFields	read	GET	/crm/v8/settings/fields
updateField	admin, write	PATCH	/crm/v8/settings/fields
createFields	admin, write	POST	/crm/v8/settings/fields
deleteCustomField	admin, delete	DELETE	/crm/v8/settings/fields/{fieldId}
getFieldsWithID	read	GET	/crm/v8/settings/fields/{fieldId}
putFieldsWithId	admin, write	PATCH	/crm/v8/settings/fields/{fieldId}
postReplacePickListValues	admin, write	POST	/crm/v8/settings/fields/{fieldId}/actions/replace_pick_list_values
getScheduledJobs	read	GET	/crm/v8/settings/fields/{fieldId}/actions/scheduled_jobs
getPickListValues	read	GET	/crm/v8/settings/fields/{fieldId}/pick_list_values
deletePickListValuesByPickListValueid	admin, delete	DELETE	/crm/v8/settings/fields/{fieldId}/pick_list_values/{pickListValueId}
getPickListValuesByPickListValueid	read	GET	/crm/v8/settings/fields/{fieldId}/pick_list_values/{pickListValueId}
getFiscalYear	read	GET	/crm/v8/settings/fiscal_year
updateFiscalYear	admin, write	PUT	/crm/v8/settings/fiscal_year
deleteGlobalPicklists	admin, delete	DELETE	/crm/v8/settings/global_picklists
getBulkGlobalPicklists	read	GET	/crm/v8/settings/global_picklists
updateGlobalPicklist	admin, write	PATCH	/crm/v8/settings/global_picklists
createGlobalPicklist	admin, write	POST	/crm/v8/settings/global_picklists
deleteGlobalPicklist	admin, delete	DELETE	/crm/v8/settings/global_picklists/{id}
getSingleGlobalPicklists	read	GET	/crm/v8/settings/global_picklists/{id}
updateGlobalPicklistById	admin, write	PATCH	/crm/v8/settings/global_picklists/{id}
getGlobalPickListFieldAssociations	read	GET	/crm/v8/settings/global_picklists/{id}/actions/associations
getPickListValuesAssociations	read	GET	/crm/v8/settings/global_picklists/{id}/actions/pick_list_values_associations
replacePicklistValues	admin, write	POST	/crm/v8/settings/global_picklists/{id}/actions/replace_picklist_values
getReplacedValues	read	GET	/crm/v8/settings/global_picklists/{id}/actions/replaced_values
getHolidays	read	GET	/crm/v8/settings/holidays
createHolidays	admin, write	POST	/crm/v8/settings/holidays
updateHolidays	admin, write	PUT	/crm/v8/settings/holidays
deleteHoliday	admin, delete	DELETE	/crm/v8/settings/holidays/{holidayId}
getHoliday	read	GET	/crm/v8/settings/holidays/{holidayId}
updateHoliday	admin, write	PUT	/crm/v8/settings/holidays/{holidayId}
getInventoryTemplates	read	GET	/crm/v8/settings/inventory_templates
getInventoryTemplateById	read	GET	/crm/v8/settings/inventory_templates/{templateId}
getLayouts	read	GET	/crm/v8/settings/layouts
deleteLayout	admin, delete	DELETE	/crm/v8/settings/layouts/{id}
getLayoutById	read	GET	/crm/v8/settings/layouts/{id}
updateLayout	admin, write	PATCH	/crm/v8/settings/layouts/{id}
layoutDeactivate	admin, delete	DELETE	/crm/v8/settings/layouts/{id}/actions/activate
activateLayout	admin, write	POST	/crm/v8/settings/layouts/{id}/actions/activate
getMapDependency	read	GET	/crm/v8/settings/layouts/{layoutId}/map_dependency
createMapDependency	admin, write	POST	/crm/v8/settings/layouts/{layoutId}/map_dependency
deleteMapDependency	admin, delete	DELETE	/crm/v8/settings/layouts/{layoutId}/map_dependency/{dependencyId}
getMapDependencyById	read	GET	/crm/v8/settings/layouts/{layoutId}/map_dependency/{dependencyId}
updateMapDependency	admin, write	PUT	/crm/v8/settings/layouts/{layoutId}/map_dependency/{dependencyId}
getGenerateLink	read	GET	/crm/v8/settings/module/{moduleid}/actions/generate_link
getModules	read	GET	/crm/v8/settings/modules
createModules	admin, write	POST	/crm/v8/settings/modules
updateModules	admin, write	PUT	/crm/v8/settings/modules
getModuleByApiName	read	GET	/crm/v8/settings/modules/{moduleIdentifier}
updateModuleByApiName	admin, write	PUT	/crm/v8/settings/modules/{moduleIdentifier}
getPipelines	read	GET	/crm/v8/settings/pipeline
updatePipelines	admin, write	PATCH	/crm/v8/settings/pipeline
createPipeline	admin, write	POST	/crm/v8/settings/pipeline
replacePipelines	admin, write	PUT	/crm/v8/settings/pipeline
transferAndDeletePipelines	admin, delete	POST	/crm/v8/settings/pipeline/actions/transfer
getPipeline	read	GET	/crm/v8/settings/pipeline/{pipelineIdentifier}
updatePipelineById	admin, write	PATCH	/crm/v8/settings/pipeline/{pipelineIdentifier}
replacePipelineById	admin, write	PUT	/crm/v8/settings/pipeline/{pipelineIdentifier}
getPortals	read	GET	/crm/v8/settings/portals
createPortal	admin, write	POST	/crm/v8/settings/portals
getPortal	read	GET	/crm/v8/settings/portals/{portal}
updatePortal	admin, write	PUT	/crm/v8/settings/portals/{portal}
getPortalUserTypes	read	GET	/crm/v8/settings/portals/{portal}/user_type
createPortalUserType	admin, write	POST	/crm/v8/settings/portals/{portal}/user_type
deletePortalUserType	admin, delete	DELETE	/crm/v8/settings/portals/{portal}/user_type/{userTypeId}
getPortalUserType	read	GET	/crm/v8/settings/portals/{portal}/user_type/{userTypeId}
updatePortalUserType	admin, write	PUT	/crm/v8/settings/portals/{portal}/user_type/{userTypeId}
deletePortalUsers	admin, delete	DELETE	/crm/v8/settings/portals/{portal}/user_type/{userType}/users
getPortalUsers	read	GET	/crm/v8/settings/portals/{portal}/user_type/{userType}/users
transferPortalUsers	admin, write	POST	/crm/v8/settings/portals/{portal}/user_type/{userType}/users/action/transfer
changePortalUsersStatusBulk	admin, write	PUT	/crm/v8/settings/portals/{portal}/user_type/{userType}/users/actions/change_status
changePortalUsersStatus	admin, write	PUT	/crm/v8/settings/portals/{portal}/user_type/{userType}/users/{recordId}/actions/change_status
getProfiles	read	GET	/crm/v8/settings/profiles
deleteProfile	admin, delete	DELETE	/crm/v8/settings/profiles/{id}
getProfile	read	GET	/crm/v8/settings/profiles/{id}
patchProfile	admin, write	PATCH	/crm/v8/settings/profiles/{id}
updateProfile	admin, write	PUT	/crm/v8/settings/profiles/{id}
cloneProfile	admin, write	POST	/crm/v8/settings/profiles/{id}/actions/clone
deleteRecordLockingConfiguration	admin, delete	DELETE	/crm/v8/settings/record_locking_configurations
getRecordLockingConfiguration	read	GET	/crm/v8/settings/record_locking_configurations
createRecordLockingConfiguration	admin, write	POST	/crm/v8/settings/record_locking_configurations
updateRecordLockingConfiguration	admin, write	PUT	/crm/v8/settings/record_locking_configurations
deleteRecordLockingConfigurationPassingIdInURL	admin, delete	DELETE	/crm/v8/settings/record_locking_configurations/{id}
getRecordLockingConfigurationPassingIdInURL	read	GET	/crm/v8/settings/record_locking_configurations/{id}
updateRecordLockingConfigurationPassingIdInURL	admin, write	PUT	/crm/v8/settings/record_locking_configurations/{id}
deleteRecycleBinRecords	admin, delete	DELETE	/crm/v8/settings/recycle_bin
getRecycleBinRecords	read	GET	/crm/v8/settings/recycle_bin
getRecycleBinCounts	read	GET	/crm/v8/settings/recycle_bin/actions/count
emptyRecycleBin	admin, delete	POST	/crm/v8/settings/recycle_bin/actions/empty
restoreRecycleBinRecords	admin, write	POST	/crm/v8/settings/recycle_bin/actions/restore
deleteRecycleBinRecord	admin, delete	DELETE	/crm/v8/settings/recycle_bin/{recordId}
getRecycleBinRecord	read	GET	/crm/v8/settings/recycle_bin/{recordId}
restoreRecycleBinRecord	admin, write	POST	/crm/v8/settings/recycle_bin/{recordId}/actions/restore
getRelatedLists	read	GET	/crm/v8/settings/related_lists
getRoles	read	GET	/crm/v8/settings/roles
createRoles	admin, write	POST	/crm/v8/settings/roles
updateRoles	admin, write	PUT	/crm/v8/settings/roles
deleteRole	admin, delete	DELETE	/crm/v8/settings/roles/{role}
getRole	read	GET	/crm/v8/settings/roles/{role}
updateRole	admin, write	PUT	/crm/v8/settings/roles/{role}
getServicePreference	read	GET	/crm/v8/settings/service_preferences
updateServicePreference	admin, write	PUT	/crm/v8/settings/service_preferences
getTags	read	GET	/crm/v8/settings/tags
createTags	admin, write	POST	/crm/v8/settings/tags
updateTags	admin, write	PUT	/crm/v8/settings/tags
getMassDeleteTagsStatus	read	GET	/crm/v8/settings/tags/actions/mass_delete
massDeleteTags	admin, delete	POST	/crm/v8/settings/tags/actions/mass_delete
deleteTags	admin, delete	DELETE	/crm/v8/settings/tags/{id}
updateTagById	admin, write	PUT	/crm/v8/settings/tags/{id}
mergeTags	admin, write	POST	/crm/v8/settings/tags/{id}/actions/merge
getTagRecordsCount	read	GET	/crm/v8/settings/tags/{id}/actions/records_count
deleteTerritories	admin, delete	DELETE	/crm/v8/settings/territories
getTerritories	read	GET	/crm/v8/settings/territories
createTerritories	admin, write	POST	/crm/v8/settings/territories
updateTerritories	admin, write	PUT	/crm/v8/settings/territories
getTerritoryAssociatedUsersCount	read	GET	/crm/v8/settings/territories/actions/associated_users_count
runTerritoryRules	admin, write	POST	/crm/v8/settings/territories/actions/run_rules
getTerritoryScheduledRunRuleJobs	read	GET	/crm/v8/settings/territories/actions/scheduled_run_rule_jobs
transferAndDeleteTerritories	admin, delete	POST	/crm/v8/settings/territories/actions/transfer_and_delete
deleteTerritoryById	admin, delete	DELETE	/crm/v8/settings/territories/{id}
getTerritoryById	read	GET	/crm/v8/settings/territories/{id}
updateTerritoryById	admin, write	PUT	/crm/v8/settings/territories/{id}
getChildTerritoriesByParentId	read	GET	/crm/v8/settings/territories/{id}/__child_territories
transferAndDeleteTerritoryById	admin, delete	POST	/crm/v8/settings/territories/{id}/actions/transfer_and_delete
deassociateUsersFromTerritories	admin, delete	DELETE	/crm/v8/settings/territories/{territory}/users
getTerritoryUsers	read	GET	/crm/v8/settings/territories/{territory}/users
associateUsersToTerritory	admin, write	PUT	/crm/v8/settings/territories/{territory}/users
deassociateUserFromSpecificTerritory	admin, delete	DELETE	/crm/v8/settings/territories/{territory}/users/{user}
getUserDetailsFromTerritory	read	GET	/crm/v8/settings/territories/{territory}/users/{user}
associateUserToSpecificTerritory	admin, write	PUT	/crm/v8/settings/territories/{territory}/users/{user}
getAssociations	read	GET	/crm/v8/settings/unsubscribe_link/actions/associations
getUnsubscribeLinks	read	GET	/crm/v8/settings/unsubscribe_links
postUnsubscribeLinks	admin, write	POST	/crm/v8/settings/unsubscribe_links
putUnsubscribeLinks	admin, write	PUT	/crm/v8/settings/unsubscribe_links
deleteUnsubscribeLinksById	admin, delete	DELETE	/crm/v8/settings/unsubscribe_links/{id}
getUnsubscribeLinkById	read	GET	/crm/v8/settings/unsubscribe_links/{id}
putUnsubscribeLinksById	admin, write	PUT	/crm/v8/settings/unsubscribe_links/{id}
getUserGroups	read	GET	/crm/v8/settings/user_groups
createGroup	admin, write	POST	/crm/v8/settings/user_groups
getUserGroupAssociatedUsersCount	read	GET	/crm/v8/settings/user_groups/actions/associated_users_count
deleteGroup	admin, delete	DELETE	/crm/v8/settings/user_groups/{group}
getGroup	read	GET	/crm/v8/settings/user_groups/{group}
updateGroup	admin, write	PUT	/crm/v8/settings/user_groups/{group}
getUserGroupAssociations	read	GET	/crm/v8/settings/user_groups/{group}/actions/associations
getUserGroupSourcesCount	read	GET	/crm/v8/settings/user_groups/{group}/actions/sources_count
getUserGroupSources	read	GET	/crm/v8/settings/user_groups/{group}/sources
getVariableGroups	read	GET	/crm/v8/settings/variable_groups
updateVariableGroups	admin, write	PUT	/crm/v8/settings/variable_groups
generateAPIName	admin, write	POST	/crm/v8/settings/variable_groups/actions/generate_api_name
getVariableGroupById	read	GET	/crm/v8/settings/variable_groups/{id}
updateVariableGroupById	admin, write	PUT	/crm/v8/settings/variable_groups/{id}
deleteVariables	admin, delete	DELETE	/crm/v8/settings/variables
getVariables	admin, read	GET	/crm/v8/settings/variables
createVariables	admin, write	POST	/crm/v8/settings/variables
updateVariables	admin, write	PUT	/crm/v8/settings/variables
postGenerateApiName	admin, write	POST	/crm/v8/settings/variables/actions/generate_api_name
deleteVariablesById	admin, delete	DELETE	/crm/v8/settings/variables/{id}
getVariableById	admin, read	GET	/crm/v8/settings/variables/{id}
updateVariableById	admin, write	PUT	/crm/v8/settings/variables/{id}
getVariableAssociations	read	GET	/crm/v8/settings/variables/{id}/actions/associations
getAllWizards	read	GET	/crm/v8/settings/wizards
getWizardDetails	read	GET	/crm/v8/settings/wizards/{id}
getZiaEnrichmentConfiguration	read	GET	/crm/v8/settings/zia/data_enrichment
createZiaEnrichmentConfigurations	admin, write	POST	/crm/v8/settings/zia/data_enrichment
deleteZiaEnrichmentConfiguration	admin, delete	DELETE	/crm/v8/settings/zia/data_enrichment/{id}
getSpecificZiaEnrichmentConfiguration	read	GET	/crm/v8/settings/zia/data_enrichment/{id}
updateZiaEnrichmentConfigurations	admin, write	PUT	/crm/v8/settings/zia/data_enrichment/{id}
getUsers	read	GET	/crm/v8/users
createUser	admin, send, write	POST	/crm/v8/users
updateUser	admin, write	PUT	/crm/v8/users
getTransferAPIStatus	read	GET	/crm/v8/users/actions/transfer
getTransferStatus	read	GET	/crm/v8/users/actions/transfer_and_delete
userTransferWithoutId	admin, delete	POST	/crm/v8/users/actions/transfer_and_delete
userTransferAPI	admin, write	POST	/crm/v8/users/{userId}/actions/transfer
userTransfer	admin, delete	POST	/crm/v8/users/{userId}/actions/transfer_and_delete
getValidateBeforeTransferStatus	read	GET	/crm/v8/users/{userId}/actions/validate_before_transfer
deleteUser	admin, delete	DELETE	/crm/v8/users/{user}
getSingleUser	read	GET	/crm/v8/users/{user}
updateSingleUser	admin, write	PUT	/crm/v8/users/{user}
getAssociatedGroupsForUser	read	GET	/crm/v8/users/{user}/actions/associated_groups
removeTerritoriesfromUser	admin, delete	DELETE	/crm/v8/users/{user}/territories
getTerritoriesOfUser	read	GET	/crm/v8/users/{user}/territories
associateTerritoriesToUser	admin, write	PUT	/crm/v8/users/{user}/territories
removeSpecificTerritoriesfromUser	admin, delete	DELETE	/crm/v8/users/{user}/territories/{territory}
getSpecificTerritoryOfUser	read	GET	/crm/v8/users/{user}/territories/{territory}
getWorkflowConfigurations	read	GET	/crm/v8/workflow_configurations
getRecordCount	read	GET	/crm/v8/{moduleApiName}/actions/count
fetchFullDataForMultipleRecords	read	GET	/crm/v8/{moduleApiName}/actions/fetch_full_data
shareBulkEmails	write	POST	/crm/v8/{moduleApiName}/actions/share_emails
unshareBulkEmails	write	POST	/crm/v8/{moduleApiName}/actions/unshare_emails
getEmailSharingDetail	read	GET	/crm/v8/{moduleApiName}/{id}/__emails_sharing_details
convertInventory	write	POST	/crm/v8/{moduleApiName}/{id}/actions/convert
fetchFullDataForSingleRecord	read	GET	/crm/v8/{moduleApiName}/{id}/actions/fetch_full_data
shareEmails	write	POST	/crm/v8/{moduleApiName}/{id}/actions/share_emails
unshareEmails	write	POST	/crm/v8/{moduleApiName}/{id}/actions/unshare_emails
getAttachments	read	GET	/crm/v8/{moduleApiName}/{recordId}/Attachments
uploadAttachment	write	POST	/crm/v8/{moduleApiName}/{recordId}/Attachments
deleteAttachment	delete	DELETE	/crm/v8/{moduleApiName}/{recordId}/Attachments/{id}
getAttachmentById	read	GET	/crm/v8/{moduleApiName}/{recordId}/Attachments/{id}
postDownloadMailMerge	read	POST	/crm/v8/{moduleApiName}/{recordId}/actions/download_mail_merge
getRelatedRecordsCount	read	POST	/crm/v8/{moduleApiName}/{recordId}/actions/get_related_records_count
postSendMailMerge	send, write	POST	/crm/v8/{moduleApiName}/{recordId}/actions/send_mail_merge
deleteShareRecords	admin, delete	DELETE	/crm/v8/{moduleApiName}/{recordId}/actions/share
getShareRecords	read	GET	/crm/v8/{moduleApiName}/{recordId}/actions/share
createShareRecords	admin, send, write	POST	/crm/v8/{moduleApiName}/{recordId}/actions/share
updateShareRecords	admin, send, write	PUT	/crm/v8/{moduleApiName}/{recordId}/actions/share
postSignMailMerge	send, write	POST	/crm/v8/{moduleApiName}/{recordId}/actions/sign_mail_merge
sendMail	send, write	POST	/crm/v8/{moduleName}/{id}/actions/send_mail
getRecordLockingInformationOfTheRecord	read	GET	/crm/v8/{moduleName}/{recordId}/Locking_Information__s
lockRecord	write	POST	/crm/v8/{moduleName}/{recordId}/Locking_Information__s
removeLockFromLockedRecord	delete	DELETE	/crm/v8/{moduleName}/{recordId}/Locking_Information__s/{lockId}
getRecordLockingInformationById	read	GET	/crm/v8/{moduleName}/{recordId}/Locking_Information__s/{lockId}
updateReasonofLockedRecord	write	PUT	/crm/v8/{moduleName}/{recordId}/Locking_Information__s/{lockId}
deleteRecords	delete	DELETE	/crm/v8/{module}
getRecords	read	GET	/crm/v8/{module}
createRecords	send, write	POST	/crm/v8/{module}
updateRecords	send, write	PUT	/crm/v8/{module}
postAddTags	write	POST	/crm/v8/{module}/actions/add_tags
assignTerritoriesToRecords	write	POST	/crm/v8/{module}/actions/assign_territories
changeOwnerBulk	send, write	POST	/crm/v8/{module}/actions/change_owner
postEnrolInCadences	send, write	POST	/crm/v8/{module}/actions/enrol_in_cadences
getMassChangeOwnerStatus	read	GET	/crm/v8/{module}/actions/mass_change_owner
massChangeOwner	write	POST	/crm/v8/{module}/actions/mass_change_owner
getMassDeleteJobStatus	read	GET	/crm/v8/{module}/actions/mass_delete
massDelete	delete	POST	/crm/v8/{module}/actions/mass_delete
getMassUpdateStatus	read	GET	/crm/v8/{module}/actions/mass_update
massUpdateRecords	write	POST	/crm/v8/{module}/actions/mass_update
getScheduledInviteUsersInfo	read	GET	/crm/v8/{module}/actions/portal_invite
inviteUsers	admin, send, write	POST	/crm/v8/{module}/actions/portal_invite
postRemoveTags	write	POST	/crm/v8/{module}/actions/remove_tags
removeTerritoriesFromRecords	write	POST	/crm/v8/{module}/actions/remove_territories
unblockEmailByModule	write	POST	/crm/v8/{module}/actions/unblock_email
postUnenrolFromCadences	write	POST	/crm/v8/{module}/actions/unenrol_from_cadences
bulkSearchRecords	read	POST	/crm/v8/{module}/bulk/search
getDeletedRecords	read	GET	/crm/v8/{module}/deleted
searchRecords	read	GET	/crm/v8/{module}/search
upsertRecords	send, write	POST	/crm/v8/{module}/upsert
deleteContactRoleRelations	delete	DELETE	/crm/v8/{module}/{dealId}/Contact_Roles
getAssociatedContactRoles	read	GET	/crm/v8/{module}/{dealId}/Contact_Roles
upsertContactRoleRelations	write	PUT	/crm/v8/{module}/{dealId}/Contact_Roles
deleteContactRoleRelation	delete	DELETE	/crm/v8/{module}/{dealId}/Contact_Roles/{contactId}
getDealContactRoleForContact	read	GET	/crm/v8/{module}/{dealId}/Contact_Roles/{contactId}
associateContactRoleToDeal	write	PUT	/crm/v8/{module}/{dealId}/Contact_Roles/{contactId}
postAddTagsWithId	write	POST	/crm/v8/{module}/{id}/actions/add_tags
postRemoveTagsWithId	write	POST	/crm/v8/{module}/{id}/actions/remove_tags
unblockEmailById	write	POST	/crm/v8/{module}/{id}/actions/unblock_email
getMergeJobStatus	read	GET	/crm/v8/{module}/{masterRecordId}/actions/merge
mergeRecords	delete, write	POST	/crm/v8/{module}/{masterRecordId}/actions/merge
deleteRecord	delete	DELETE	/crm/v8/{module}/{recordId}
getRecord	read	GET	/crm/v8/{module}/{recordId}
updateRecord	send, write	PUT	/crm/v8/{module}/{recordId}
downloadEmailAttachments	read	GET	/crm/v8/{module}/{recordId}/Emails/actions/download_attachments
getDownloadInlineImages	read	GET	/crm/v8/{module}/{recordId}/Emails/actions/download_inline_images
getTimelines	read	GET	/crm/v8/{module}/{recordId}/__timeline
associateEmail	write	POST	/crm/v8/{module}/{recordId}/actions/associate_email
cloneRecord	write	POST	/crm/v8/{module}/{recordId}/actions/clone
singleInviteUser	admin, send, write	POST	/crm/v8/{module}/{recordId}/actions/portal_invite
getEmailDrafts	read	GET	/crm/v8/{module}/{record}/__email_drafts
createEmailDrafts	write	POST	/crm/v8/{module}/{record}/__email_drafts
updateEmailDraftsForRecord	write	PUT	/crm/v8/{module}/{record}/__email_drafts
deleteEmailDrafts	delete	DELETE	/crm/v8/{module}/{record}/__email_drafts/{draft}
getEmailDraft	read	GET	/crm/v8/{module}/{record}/__email_drafts/{draft}
updateEmailDrafts	write	PUT	/crm/v8/{module}/{record}/__email_drafts/{draft}
assignTerritoriesToRecord	write	POST	/crm/v8/{module}/{record}/actions/assign_territories
changeSingleRecordOwner	send, write	POST	/crm/v8/{module}/{record}/actions/change_owner
removeTerritoriesFromRecord	write	POST	/crm/v8/{module}/{record}/actions/remove_territories
deleteRecordPhoto	delete	DELETE	/crm/v8/{module}/{record}/photo
getRecordPhoto	read	GET	/crm/v8/{module}/{record}/photo
uploadRecordPhoto	write	POST	/crm/v8/{module}/{record}/photo
getDeletedRelatedRecord	read	GET	/crm/v8/{parentRecordModule}/deleted/{parentRecord}/{relatedList}
deleteBulkNotes	delete	DELETE	/crm/v8/{parentRecordModule}/{parentRecordId}/Notes
getNotes	read	GET	/crm/v8/{parentRecordModule}/{parentRecordId}/Notes
createNotes	write	POST	/crm/v8/{parentRecordModule}/{parentRecordId}/Notes
updateBulkNotes	write	PUT	/crm/v8/{parentRecordModule}/{parentRecordId}/Notes
deleteRelatedNoteById	delete	DELETE	/crm/v8/{parentRecordModule}/{parentRecordId}/Notes/{noteId}
getNotesById	read	GET	/crm/v8/{parentRecordModule}/{parentRecordId}/Notes/{noteId}
updateRelatedNoteById	write	PUT	/crm/v8/{parentRecordModule}/{parentRecordId}/Notes/{noteId}
delinkRelatedRecords	delete	DELETE	/crm/v8/{parentRecordModule}/{parentRecord}/{relatedList}
getRelatedRecords	read	GET	/crm/v8/{parentRecordModule}/{parentRecord}/{relatedList}
updateRelatedRecords	write	PUT	/crm/v8/{parentRecordModule}/{parentRecord}/{relatedList}
delinkSpecificRelatedRecord	delete	DELETE	/crm/v8/{parentRecordModule}/{parentRecord}/{relatedList}/{record}
getRelatedRecord	read	GET	/crm/v8/{parentRecordModule}/{parentRecord}/{relatedList}/{record}
updateSpecificRelatedRecord	write	PUT	/crm/v8/{parentRecordModule}/{parentRecord}/{relatedList}/{record}