# Upsert Records — Zoho CRM

> Inserts new records or updates existing ones based on duplicate check field values. See the documentation

- Key: `zoho_crm-upsert-records`
- Type: Action (Write)
- Version: 0.0.3
- App: Zoho CRM (`zoho_crm`) — https://pipedream.com/apps/zoho-crm.md
- This page (HTML): https://pipedream.com/apps/zoho-crm/actions/upsert-records
- Hints: open-world
- Source: https://github.com/PipedreamHQ/pipedream/blob/master/components/zoho_crm/actions/upsert-records/upsert-records.mjs

## Description

Inserts new records or updates existing ones based on duplicate check field values. [See the documentation](https://www.zoho.com/crm/developer/docs/api/v8/upsert-records.html)

## Props

| Prop | Type | Required | Description |
|---|---|---|---|
| `module` | `string` | Yes | Module where the record will be created. Use the List Modules action to get the list of available modules. Options are loaded from the connected account. |
| `data` | `string` | Yes | 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. |
| `duplicateCheckFields` | `string[]` | No | 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. |
| `skipCadences` | `boolean` | No | Whether to skip Cadences execution during record upsert. |
| `skipCadencesAction` | `string` | No | The action for which to skip Cadences execution. Required when Skip Cadences is enabled. |
| `trigger` | `string[]` | No | Workflow triggers to execute. Use an empty array [] to skip all workflows, approvals, and blueprints. |
| `applyFeatureExecution` | `string[]` | No | Additional CRM checks to trigger during record creation or update. |
| `ifUnmodifiedSince` | `string` | No | ISO 8601 timestamp (e.g., 2024-01-15T15:26:49+05:30). The upsert will fail if the record was modified after this time. |

## Run it

**MCP**

```ts
import { Client } from "@modelcontextprotocol/sdk/client/index.js"
import { StreamableHTTPClientTransport } from "@modelcontextprotocol/sdk/client/streamableHttp.js"
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 accessToken = await pd.rawAccessToken

const transport = new StreamableHTTPClientTransport(
  new URL("https://remote.mcp.pipedream.net/v3"),
  {
    requestInit: {
      headers: {
        Authorization: `Bearer ${accessToken}`,
        "x-pd-project-id": process.env.PIPEDREAM_PROJECT_ID!,
        "x-pd-environment": "production",
        "x-pd-external-user-id": "{external_user_id}", // any stable ID for this user in your system
        "x-pd-app-slug": "zoho_crm",
      },
    },
  },
)

const mcp = new Client({ name: "my-agent", version: "1.0.0" })
await mcp.connect(transport)

const { tools } = await mcp.listTools()

// listTools() hands your model this tool's input schema, so it can
// fill the arguments itself:
const result = await mcp.callTool({
  name: "zoho_crm-upsert-records",
  arguments: {
    module: "Module",
    data: "Data",
  },
})
```

**TypeScript**

```ts
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)
```

**cURL**

```bash
curl -X POST https://api.pipedream.com/v1/connect/{project_id}/actions/run \
  -H "Content-Type: application/json" \
  -H "X-PD-Environment: production" \
  -H "Authorization: Bearer {access_token}" \
  -d '{
    "external_user_id": "{external_user_id}",
    "id": "zoho_crm-upsert-records",
    "configured_props": {
      "zoho_crm": { "authProvisionId": "apn_xxxxxxx" },
      "module": "Module",
      "data": "Data"
    }
  }'
```

---

- App: https://pipedream.com/apps/zoho-crm.md · All apps: https://pipedream.com/apps