Wiresk

Wiresk

Zoho CRM – Users – Records

Estimated reading time: 17 min

What your automation will do…

You can include between 1 and 255 Methods to build complex Flows.
CRM 1 Zoho CRM - Users - Records

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*Search User
Connection*Select your connection or create one.

MAP FIELDS

Type*:

Select User Category/Type:

  • All Users – To list all users in your organization (both active and inactive users).
  • Active Users – To get the list of all the Active Users.
  • Deactive Users – To get the list of all the users who were deactivated.
  • Confirmed Users – To get the list of all the confirmed users.
  • Not Confirmed Users – To get the list of all the non-confirmed users.
  • Deleted Users – To get the list of deleted users.
  • Active Confirmed Users – To get the list of active users who are also confirmed.
  • Admin Users – To get the list of admin users.
  • Active Confirmed Admin – To get the list of active users with the administrative privileges and are also confirmed.
  • Current Users – To get the current Bigin user.

Filter by users:

Narrow down your search by specifying users.

+Element +Map ↓
(Add a repeating group of fields or Map it from an array. See Field Mapping).

Element 1: Represents the first user.

User ID*:

Select a user or Map it ID.

Sample response 
[
  {
    "country": "country code",
    "name_format__s": "Salutation,First Name,Last Name",
    "language": "en_US",
    "microsoft": false,
    "$shift_effective_from": null,
    "id": "6860204000000567001",
    "state": "state",
    "fax": null,
    "country_locale": "en_US",
    "sandboxDeveloper": false,
    "zip": null,
    "decimal_separator": "Period",
    "created_time": "2025-06-26T14:31:55+07:00",
    "time_format": "hh:mm a",
    "offset": 25200000,
    "profile": {
      "name": "Administrator",
      "id": "6860204000000026011"
    },
    "created_by": {
      "name": "wiresk user",
      "id": "6860204000000567001"
    },
    "zuid": "853548906",
    "full_name": "wiresk user",
    "phone": null,
    "dob": null,
    "sort_order_preference__s": "First Name,Last Name",
    "status": "active",
    "role": {
      "name": "CEO",
      "id": "6860204000000026005"
    },
    "customize_info": {
      "notes_desc": null,
      "show_right_panel": null,
      "bc_view": null,
      "show_home": false,
      "show_detail_view": true,
      "show_left_panel": true,
      "unpin_recent_item": null
    },
    "city": null,
    "signature": null,
    "locale": "en_US",
    "personal_account": true,
    "Isonline": true,
    "default_tab_group": "0",
    "Modified_By": {
      "name": "wiresk user",
      "id": "6860204000000567001"
    },
    "street": null,
    "$current_shift": null,
    "alias": null,
    "theme": {
      "normal_tab": {
        "font_color": "#FFFFFF",
        "background": "#222222"
      },
      "selected_tab": {
        "font_color": "#FFFFFF",
        "background": "#222222"
      },
      "new_background": null,
      "background": "#F3F0EB",
      "screen": "fixed",
      "type": "default"
    },
    "first_name": "wiresk",
    "email": "user@wiresk.com",
    "status_reason__s": null,
    "website": null,
    "Modified_Time": "2025-07-23T16:57:05+07:00",
    "$next_shift": null,
    "mobile": null,
    "last_name": "Ou",
    "time_zone": "time zone",
    "number_separator": "Comma",
    "confirm": true,
    "date_format": "MM/dd/yyyy",
    "category": "regular_user"
  }
]
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*Update User
Connection*Select your connection or create one.

MATCHING CRITERIA

User ID*:

Select User ID.

Or Map it from input or previous steps.

MAP FIELDS + Add Field ↓
Additional fields to configure the Method.

Fields:

Select the type of Fields:

  • First Name
  • Last Name
  • Email
  • Alias
  • Phone
  • Mobile
  • Website
  • Fax
  • Date of Birth
  • Street
  • City
  • State
  • Zip Code
  • Country

Role:

Input roles of User.

Profile:

Input profile of User.

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.

Sample response 
{
  "id": "6858175000000624016"
}
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*Delete User
Connection*Select your connection or create one.

MATCHING CRITERIA

User ID*:

Select User ID.

Or Map it from input or previous steps.

MAP FIELDS + Add Field ↓
Additional fields to configure the Method.

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.

Sample response 
 {
    "code": "SUCCESS",
    "details": {
      "id": "6858175000000614001"
    },
    "message": "User deleted",
    "status": "success"
  }
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*Add User
Connection*Select your connection or create one.
MAP FIELDS + Add Field ↓
Additional fields to configure the Method.

Fields:

Select the type of Fields:

  • Last Name
  • Alias
  • Phone
  • Mobile
  • Website
  • Fax
  • Date of Birth
  • Street
  • City
  • State
  • Zip Code
  • Country

Role*:

Select New Users’ Role.

Profile*:

Select New Users’ Profile.

First Name*:

Input User First Name

Email*:

Input User Email.

Sample response 
{
  "id": "6860204300000668007"
}
Expand
CRM 1 Zoho CRM - Users - Records

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 Record
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) from which records will be retrieved:

Leads, Contacts, Accounts, Deals, Tasks, Meetings, Calls, Products, Quotes, Sales Orders, Purchase Orders, Invoices, Campaigns, Vendors, Price books, Cases, Solutions, Quoted Items, Ordered Items, Purchase Items, Invoiced Items.

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

MATCHING CRITERIA

Limit record per page*:

Select the input, or set a value.

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.

MAP FIELDS

Fields*:

Fields to retrieve from the selected entity.

+Element +Map ↓
(Add a repeating group of fields or Map it from an array. See Field Mapping).

Element 1: Represents the first field.

Field*:

Choose the field from the entity:

Sample fields from entity “Contacts”:

  • Lead Owner
  • Company
  • First Name
  • Last Name
  • Designation
  • Email
  • Phone
  • Fax
  • Mobile
  • Website
  • Lead Source
  • Lead Status
  • ect…
Sample response 

  {
    "Lead_Source": "Trade Show",
    "id": "6858175000000581189"
  },
  {
    "Lead_Source": "Advertisement",
    "id": "6858175000000581188"
  },
  {
    "Lead_Source": "Web Download",
    "id": "6858175000000581187"
  },
  {
    "Lead_Source": "Seminar Partner",
    "id": "6858175000000581186"
  },
  {
    "Lead_Source": "Online Store",
    "id": "6858175000000581185"
  },
  {
    "Lead_Source": "Partner",
    "id": "6858175000000581184"
  },
  {
    "Lead_Source": "External Referral",
    "id": "6858175000000581183"
  },
  {
    "Lead_Source": "Employee Referral",
    "id": "6858175000000581182"
  },
  {
    "Lead_Source": "Cold Call",
    "id": "6858175000000581181"
  },
  {
    "Lead_Source": "Advertisement",
    "id": "6858175000000581180"
  }
Expand

Create Records Copy Link

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 Records
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) from which records will be created.

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Meetings, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Appointments, Appointments Rescheduled History, Services and Custom.

⚠️Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).
MAP FIELDS + Add Field ↓
Additional fields to configure the Method.

Fields:

Select the type of Fields:

  • Lead Owner
  • Company
  • First Name
  • Last Name
  • Designation
  • Email
  • Phone
  • Fax
  • Mobile
  • Website
  • Lead Source
  • Lead Status
  • ect…

Last Name*:

Input user last name.

Sample response 
{
  "Modified_Time": "2025-07-01T15:38:32+07:00",
  "Modified_By": {
    "name": "Name",
    "id": "00000000110101001010"
  },
  "Created_Time": "2025-07-01T15:38:32+07:00",
  "id": "6858175000000619010",
  "Created_By": {
    "name": "Name",
    "id": "00000000110101001010"
  }
}
Expand

Update Records Copy Link

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 Records
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) from which records will be updated.

Leads, Accounts, Contacts, Deals, Campaigns, Tasks, Cases, Events, Calls, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Appointments, Appointments Rescheduled History, Services and Custom.

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

MATCHING CRITERIA

Record ID*:

Select or Input Record ID.

You can use the Method “List Records” to get the IDs.

MAP FIELDS + Add Field ↓
Additional fields to configure the Method.

Fields:

Select the type of Fields:

  • Lead Owner
  • Company
  • First Name
  • Last Name
  • Designation
  • Email
  • Phone
  • Fax
  • Mobile
  • Website
  • Lead Source
  • Lead Status
  • ect…

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.

Sample response 
{
  "Modified_Time": "2025-07-02T14:37:01+07:00",
  "Modified_By": {
    "name": "User Name",
    "id": "6858175000000567001"
  },
  "Created_Time": "2025-06-25T15:56:24+07:00",
  "id": "6858175000000581404",
  "Created_By": {
    "name": "User Name",
    "id": "6858175000000567001"
  }
}
Expand

Upsert Records Copy Link

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*Upsert Records
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) from which records will be upserted.

Leads, Accounts, Contacts, Deals, Campaigns, Cases, Solutions, Products, Vendors, Price Books, Quotes, Sales Orders, Purchase Orders, Invoices, Appointments, Appointments Rescheduled History, Services and Custom.

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

MATCHING CRITERIA

Email*:

Input user email.

You can use the Method “Get Records” to get the details of an entity record.

MAP FIELDS + Add Field ↓
Additional fields to configure the Method.

Fields:

Select the type of field.

  • Lead Owner
  • Company
  • First Name
  • Last Name
  • Designation
  • Email
  • Phone
  • Fax
  • Mobile
  • Website
  • Lead Source
  • Lead Status
  • ect…

Last Name*:

Enter User last name.

Sample response 
{
  "Modified_Time": "2025-07-02T14:37:01+07:00",
  "Modified_By": {
    "name": "User Name",
    "id": "6858175000000567001"
  },
  "Created_Time": "2025-06-25T15:56:24+07:00",
  "id": "6858175000000581404",
  "Created_By": {
    "name": "User Name",
    "id": "6858175000000567001"
  }
}
Expand

Get Records Copy Link

A record is an entity which stores all the combined information of a particular contact or company, which is acquired from various sources.

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*Get Records
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) from which records will be retrieved.

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

MATCHING CRITERIA

Record ID*:

Select or Input Record ID.

You can use the Method “List Records” to get the IDs.

MAP FIELDS

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.

Sample response 
{
  "Owner": {
    "name": "User Name",
    "id": "6858175000000567001",
    "email": "username@wiresk.com"
  },
  "Company": "Grayson",
  "Email": "yvonne-tjepkema@noemail.invalid",
  "$currency_symbol": "$",
  "$field_states": null,
  "$sharing_permission": "full_access",
  "Last_Activity_Time": "2025-06-25T15:56:34+07:00",
  "Industry": "Government/Military",
  "$state": "save",
  "Unsubscribed_Mode": null,
  "$process_flow": false,
  "Street": "639 Main St",
  "$locked_for_me": false,
  "Zip_Code": "99501",
  "id": "6858175000000581399",
  "$approval": {
    "delegate": false,
    "takeover": false,
    "approve": false,
    "reject": false,
    "resubmit": false
  },
  "Enrich_Status__s": null,
  "Created_Time": "2025-06-25T15:56:24+07:00",
  "Change_Log_Time__s": "2025-06-25T15:56:34+07:00",
  "$wizard_connection_path": null,
  "$editable": true,
  "City": "Anchorage",
  "No_of_Employees": null,
  "Converted__s": false,
  "Converted_Date_Time": null,
  "Converted_Account": null,
  "State": "AK",
  "Country": "United States",
  "Created_By": {
    "name": "User Name",
    "id": "6858175000000567001",
    "email": "username@wiresk.com"
  },
  "$zia_owner_assignment": "owner_recommendation_unavailable",
  "Annual_Revenue": 170000,
  "Secondary_Email": null,
  "Description": null,
  "Rating": null,
  "$review_process": {
    "approve": false,
    "reject": false,
    "resubmit": false
  },
  "Website": "http://www.feltzprintingservice.com",
  "Twitter": "yvonnetjepkema_sample",
  "$layout_id": {
    "display_label": "Standard",
    "name": "Standard",
    "id": "6858175000000091055"
  },
  "Salutation": "Ms.",
  "First_Name": "Yvonne",
  "Lead_Status": "Pre-Qualified",
  "Full_Name": "Yvonne Tjepkema (Sample)",
  "Record_Image": "e3b03c4365b1149804bbc5a3cf554b31b288a1558d8686eb24556e5c9e9e26edf93d221703051e07ab4077091387a609408df1d388bf35c198e638271ab5725b7c893df439b29a8fb6a2e75225102bdf",
  "Modified_By": {
    "name": "User Name",
    "id": "6858175000000567001",
    "email": "username@wiresk.com"
  },
  "Converted_Deal": null,
  "$review": null,
  "Lead_Conversion_Time": null,
  "Skype_ID": "yvonne-tjepkema",
  "Phone": "555-555-5555",
  "Email_Opt_Out": false,
  "$zia_visions": null,
  "Designation": "Office Assistant III",
  "Modified_Time": "2025-06-25T15:56:34+07:00",
  "$converted_detail": [],
  "Unsubscribed_Time": null,
  "Converted_Contact": null,
  "Mobile": "555-555-5555",
  "Record_Status__s": "Available",
  "$orchestration": false,
  "Last_Name": "Tjepkema (Sample)",
  "$in_merge": false,
  "Locked__s": false,
  "Lead_Source": "External Referral",
  "Tag": [],
  "Fax": null,
  "$approval_state": "approved",
  "$pathfinder": false,
  "Last_Enriched_Time__s": null
}
Expand

Search Records Copy Link

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*Search Records
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) in which records will be searched.

⚠️Some modules like Purchase Orders, Price Books, or Solutions are only available in certain editions (e.g., Enterprise).
MATCHING CRITERIA + Add Matching ↓
Select fields and provide the value to match the search.

Fields:

  • Lead Owner
  • Company
  • First Name
  • Last Name
  • Designation
  • Email
  • Phone
  • Fax
  • Mobile
  • Website
  • Lead Source
  • Lead Status
  • ect…

First Name:

Operator:

  • Equals – retrieving records that include the specified value.
  • Does not Equal
  • Start With

In “Default value”, provide the first name.

MAP FIELDS

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.

Sample response 
{
  "Owner": {
    "name": "User Name",
    "id": "6858175000000567001",
    "email": "username@wiresk.com"
  },
  "Company": "Grayson",
  "Email": "yvonne-tjepkema@noemail.invalid",
  "$currency_symbol": "$",
  "$field_states": null,
  "$sharing_permission": "full_access",
  "Last_Activity_Time": "2025-06-25T15:56:34+07:00",
  "Industry": "Government/Military",
  "$state": "save",
  "Unsubscribed_Mode": null,
  "$process_flow": false,
  "Street": "639 Main St",
  "$locked_for_me": false,
  "Zip_Code": "99501",
  "id": "6858175000000581399",
  "$approval": {
    "delegate": false,
    "takeover": false,
    "approve": false,
    "reject": false,
    "resubmit": false
  },
  "Enrich_Status__s": null,
  "Created_Time": "2025-06-25T15:56:24+07:00",
  "Change_Log_Time__s": "2025-06-25T15:56:34+07:00",
  "$wizard_connection_path": null,
  "$editable": true,
  "City": "Anchorage",
  "No_of_Employees": null,
  "Converted__s": false,
  "Converted_Date_Time": null,
  "Converted_Account": null,
  "State": "AK",
  "Country": "United States",
  "Created_By": {
    "name": "User Name",
    "id": "6858175000000567001",
    "email": "username@wiresk.com"
  },
  "$zia_owner_assignment": "owner_recommendation_unavailable",
  "Annual_Revenue": 170000,
  "Secondary_Email": null,
  "Description": null,
  "Rating": null,
  "$review_process": {
    "approve": false,
    "reject": false,
    "resubmit": false
  },
  "Website": "http://www.feltzprintingservice.com",
  "Twitter": "yvonnetjepkema_sample",
  "$layout_id": {
    "display_label": "Standard",
    "name": "Standard",
    "id": "6858175000000091055"
  },
  "Salutation": "Ms.",
  "First_Name": "Yvonne",
  "Lead_Status": "Pre-Qualified",
  "Full_Name": "Yvonne Tjepkema (Sample)",
  "Record_Image": "e3b03c4365b1149804bbc5a3cf554b31b288a1558d8686eb24556e5c9e9e26edf93d221703051e07ab4077091387a609408df1d388bf35c198e638271ab5725b7c893df439b29a8fb6a2e75225102bdf",
  "Modified_By": {
    "name": "User Name",
    "id": "6858175000000567001",
    "email": "username@wiresk.com"
  },
  "Converted_Deal": null,
  "$review": null,
  "Lead_Conversion_Time": null,
  "Skype_ID": "yvonne-tjepkema",
  "Phone": "555-555-5555",
  "Email_Opt_Out": false,
  "$zia_visions": null,
  "Designation": "Office Assistant III",
  "Modified_Time": "2025-06-25T15:56:34+07:00",
  "$converted_detail": [],
  "Unsubscribed_Time": null,
  "Converted_Contact": null,
  "Mobile": "555-555-5555",
  "Record_Status__s": "Available",
  "$orchestration": false,
  "Last_Name": "Tjepkema (Sample)",
  "$in_merge": false,
  "Locked__s": false,
  "Lead_Source": "External Referral",
  "Tag": [],
  "Fax": null,
  "$approval_state": "approved",
  "$pathfinder": false,
  "Last_Enriched_Time__s": null
}
Expand

Delete Records Copy Link

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 Records
Connection*Select your connection or create one.
Entity*Select the entity (“Module” in Zoho) from which records will be deleted.

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

MATCHING CRITERIA

Record ID*:

Select or Input Record ID.

You can use the Method “List Records” to get the IDs.

MAP FIELDS

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.

Sample response 
{
  "id": "6858175000000581260"
}
Expand
CRM 1 Zoho CRM - Users - Records

A record in Zoho CRM can have related data, such as notes, attachments, products, deals, and contacts.

Update Related Records Copy Link

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 Related Records
Connection*Select your connection or create one.

MAP FIELDS

From Main Module*

Select the main module. (E.g., Leads):

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the target module:

  • Campaigns
  • Products

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Target Module Records*:

Choose the record to link to, from the target module.

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the target module:

  • Campaigns
  • Products

Target Module Records*:

Choose the record to link to, from the target module.

Main Module Record*:

Choose the record from the main module.

To Product*:

Choose the product or provide it ID.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Main Module Record*:

Choose the record from the main module.

To Product*:

Choose the product or provide it ID.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Main Module Record*:

Choose the record from the main module.

⚠️ Price Books module is also part of the Inventory Management features and, like Products, is available only in paid editions.

To Product*:

Choose or provide the ID of the Product you want to update the pricing for.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

List Price*:

The price of the product in this price book.

Sample response 
{
  "id": "6858175000000581260"
}
Expand

List Related Records Copy Link

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 Related Records
Connection*Select your connection or create one.

Map Field

From Main Module*

Select the main module. (E.g., Leads):

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the target module:

  • Campaigns
  • Products

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Target Module Records*:

Choose the record to link to, from the target module.

Limit record per page:

Set record limitation per page (Max 200).

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the target module:

  • Campaigns
  • Products

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Target Module Records*:

Choose the record to link to, from the target module.

Limit record per page:

Set record limitation per page (Max 200).

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the module product or provide it ID.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Limit record per page:

Set record limitation per page (Max 200).

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the module product or provide it ID.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Limit record per page:

Set record limitation per page (Max 200).

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the module product or provide it ID.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Limit record per page:

Set record limitation per page (Max 200).

Sample response 
[
  {
    "Owner": {
      "name": "Wiresk user",
      "id": "6860204000000567001",
      "email": "user@wiresk.com"
    },
    "Campaign_Name": "campaign",
    "$member_info": {
      "Member_Status": "Planned",
      "Modified_Time": "2025-07-29T15:58:32+07:00",
      "Created_Time": "2025-07-29T15:58:32+07:00",
      "id": "6860204000000759001"
    },
    "id": "6860204000000739015",
    "Start_Date": null,
    "End_Date": null
  }
]
Expand

Unlink Related Records Copy Link

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*Unlink Related Records
Connection*Select your connection or create one.

MAP FIELDS

From Main Module*

Select the main module. (E.g., Leads):

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the target module:

  • Campaigns
  • Products

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Target Module Records*:

Choose the record to Unlink from the main module record.

Main Module Record*:

Choose the record from the main module.

To Target Module*:

Choose the target module:

  • Campaigns
  • Products

Target Module Records*:

Choose the record to Unlink from the main module record.

Main Module Record*:

Choose the record from the main module.

To Product*:

Choose the product or provide it ID, to Unlink from the main module record.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Main Module Record*:

Choose the record from the main module.

To Product*:

Choose the product or provide it ID, to Unlink from the main module record.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Main Module Record*:

Choose the record from the main module.

⚠️ Price Books module is also part of the Inventory Management features and, like Products, is available only in paid editions.

To Product*:

Choose or provide the ID of the Product you want to unlink from the Price Book.

⚠️ Products module is part of the Inventory Management features, which are only available in the paid editions of Zoho CRM.

Sample response 
[
  {
    "code": "SUCCESS",
    "details": {
      "id": "6860204000000739015"
    },
    "message": "relation removed",
    "status": "success"
  }
]
Expand

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.