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Zoho CRM ACTION

Upsert Records

Inserts new records or updates existing ones based on duplicate check field values. See the documentation
  • Action
  • Writes data
  • OAuth
  • SDK
  • MCP

IMPLEMENTATION

Call this tool

Connect a user's Zoho CRM account once, then configure and run Upsert Records from your backend or agent.

import { PipedreamClient } from "@pipedream/sdk"

const pd = new PipedreamClient({
  projectId: process.env.PIPEDREAM_PROJECT_ID!,
  clientId: process.env.PIPEDREAM_CLIENT_ID!,
  clientSecret: process.env.PIPEDREAM_CLIENT_SECRET!,
  projectEnvironment: "production",
})

const result = await pd.actions.run({
  id: "zoho_crm-upsert-records",
  externalUserId: "{external_user_id}", // any stable ID for this user in your system
  configuredProps: {
    zoho_crm: { authProvisionId: "apn_xxxxxxx" },
    module: "Module",
    data: "Data",
  },
})

console.log(result)

SCHEMA

Inputs

Pipedream supplies the connected account. Your application provides the operation-specific values below. Dynamic inputs are resolved against that user's account.

Upsert Records inputs
Property Type Description
module Module string
Module where the record will be created. Use the List Modules action to get the list of available modules.
Required Dynamic
data Data string
An array of record objects to insert or update (maximum 100). Use Field API names as keys (e.g., Last_Name, Email). Each record may include $append_values for multi-select picklists. Use the List Fields action to get available field API names.
Required
duplicateCheckFields Duplicate Check Fields string[]
Field API names to use for duplicate checking (e.g., Email, Phone). If not specified, system-defined duplicate check fields are used first, followed by user-defined unique fields.
Optional
skipCadences Skip Cadences boolean
Whether to skip Cadences execution during record upsert.
Optional
skipCadencesAction Skip Cadences Action string
The action for which to skip Cadences execution. Required when Skip Cadences is enabled.
Optional
trigger Trigger string[]
Workflow triggers to execute. Use an empty array [] to skip all workflows, approvals, and blueprints.
Optional
applyFeatureExecution Apply Feature Execution string[]
Additional CRM checks to trigger during record creation or update.
Optional
ifUnmodifiedSince If Unmodified Since string
ISO 8601 timestamp (e.g., 2024-01-15T15:26:49+05:30). The upsert will fail if the record was modified after this time.
Optional

REFERENCE

Tool details

Behavior hints are published with the component in the Pipedream registry and surface as MCP tool annotations, so an agent can reason about a tool before it calls it.

Registry key
zoho_crm-upsert-records
Version
0.0.3
App
Zoho CRM
Authentication
OAuth
Read-only
No
Destructive
No
Open world
Yes