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Wiresk

Zoho CRM – Tags – Photos – Attachments

Estimated reading time: 7 min

What your automation will do…

You can include between 1 and 255 Methods to build complex Flows.
CRM 1 Zoho CRM - Tags - Photos - Attachments

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*List Tag
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) from which tags will be listed.

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MATCHING CRITERIA

My Tags:

No – If you want to retrieve all tags in the module.

Yes – If you want to list tags you created.

Limit record per page:

Set record limitation per page (Max 200).

Next Page Token:

Set next page token.

This field is used for pagination when retrieving more than 2,000 records from Zoho CRM. It should contain the value returned as next_page_token from the previous API call. Only use this field if you are continuing from a previous batch. Do not use it together with the “Page” parameter. The token is user-specific, using another user’s token will result in an error.

Response sample 
{
  "id": "6929586000000584405",
  "tags": [
    {
      "name": "test tags",
      "id": "6929586000000571309",
      "color_code": "#F17574"
    },
    {
      "name": "new tag",
      "id": "6929586000000571310",
      "color_code": "#D297EE"
    },
    {
      "name": "wiresk tag",
      "id": "6929586000000571311",
      "color_code": "#E7A826"
    },
    {
      "name": "add tag",
      "id": "6929586000000594001",
      "color_code": "#63C57E"
    }
  ]
}
Expand

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Create Tag
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) in which tags will be created.

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Tag Name*:

Name the new tag.

Color*:

Assign a color to your Tag.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Update Tag
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) in which tags will be updated.

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Tag ID*:

Select previous tag or map it ID.

Tag Name*:

Update the tag name.

Color*:

Change the tag color.

If Not Found consider as:

Success – When the record is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow.

Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Add Tag
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho).

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Record ID*:

Select or Map recorded ID to which want to add a tag.

Creation Type*:

Choose the method to add tag.

Tag ID*

Choose or Map the Tag ID.

Tag Name*:

Name the new tag.

Color*:

Select a color you want to assigned to the tag.

Response sample 
{
  "id": "6929586000000584405",
  "tags": [
    {
      "name": "test tags",
      "id": "6929586000000571309",
      "color_code": "#F17574"
    },
    {
      "name": "new tag",
      "id": "6929586000000571310",
      "color_code": "#D297EE"
    },
    {
      "name": "wiresk tag",
      "id": "6929586000000571311",
      "color_code": "#E7A826"
    },
    {
      "name": "tag",
      "id": "6929586000000594001",
      "color_code": "#63C57E"
    }
  ]
}
Expand

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Remove Tag
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho).

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Tag ID*:

Choose or Map the Tag ID.

Record ID*:

Select or Map recorded ID from which want to remove a tag.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Delete Tag
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho).

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Tag ID*:

Choose or Map the Tag ID to delete.

If Not Found consider as:

Success – When the record is not found during execution, the system does not treat this as an error. Instead, it considers the operation successful and continues with the workflow.

Failed – Wiresk treats this as an error or failure. The workflow stops or takes a predefined failure action.

CRM 1 Zoho CRM - Tags - Photos - Attachments

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Upload Attachment
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho).

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Record ID*:

Select recorded ID.

Upload By*:

Select type of upload.

You must encode you file in base64 beforehand. Refer to Base64 encoding documentation.

File name*:

Input the file name.

Extension*:

Enter the file extension. ( e.g. pdf, txt, docx, png)

Content(base64)*:

Encoded base64 content.

URL*:

URL of the attachment.

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Download Attachment
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho).

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Record ID*:

Select the Record to retrieve the attachment from.

Attachment ID*:

Choose the attachment or Map it ID.

to get the attachment ID, you can use the Method “List Related records“.

Response sample 
{
  "file": {
    "filename": "logo_5Tac2S.png",
    "extension": "png",
    "content": "<Base64 content string>"
  }
}
Expand

Configuration Table:

Input Options (Field Mapping):

  • Input: Allows dynamic inputs, e.g., from a Trigger or from Step responses. Input tab>uncheck “Show recommended” to see all fields).
  • Default Value: Select value from a defined list or specify a fixed attribute.
  • Manual input: Set a custom value by using the Lightning Bold feature (⚡ icon).

(*) required field

Name*Upload Profile Photo
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho).

⚠️ Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).

MAP FIELDS

Record ID*:

Select recorded ID.

File*:

File name* – Full name of photo file.

Extension* – Input the file type ( e.g. file.png, file.jpg)

Content(base64)* – The actual file, encoded in base64.

Once your Flow is configured, you can test or automate it using the Run panel or by managing Triggers from the Flow Management screen.

  • Run Flow: Manually runs the Flow once using sample data. Ideal for testing logic and field mapping. See How to Run a Flow.
  • Run Scheduler: Force-runs the Trigger immediately using live input. This bypasses the recurrence rule and is useful for verifying real data mapping. Learn more in Wiresk Scheduler – The Fundamentals.

From the Trigger management panel (clock icon), you can:

  • Activate or deactivate Triggers
  • Force-run the scheduler
  • Copy Routing Keys (for HTTP Triggers)

If your Flow uses a Webhook Trigger, it runs automatically on each incoming webhook—no scheduler required. It remains active until you manually deactivate it.