Zoho CRM Vendor Resource

Integrate the Zoho CRM Connector into your workflows to effectively manage vendors. This guide outlines how to add, update, delete, and retrieve vendor information.

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Note: Before you begin, please refer to the Zoho Credentials page for instructions on setting up your credentials.

1. Adding a New Vendor

Operation: Create Vendor

• To add a new vendor:
• Create Operation: Use this operation to specify the vendor's name or choose a saved variable input for creation.
  Optional Fields
• You have a variety of optional fields to enhance the vendor details during the creation process.

2. Deleting a Vendor

Operation: Delete Vendor

• To delete an existing vendor:
• Delete Operation: Simply specify the vendor you wish to delete, either by selecting it from the list or using a saved variable input.

3. Getting a Vendor's Information

Operation: Get Vendor

• To retrieve detailed information about a specific vendor:
• Get Operation: Mention the vendor you want to access, either by selecting it from the list or using a saved variable.

4. Getting a Detailed List of All Vendors

Operation: Get Many Vendors

• To obtain a list of all vendors you currently have access to:
• Get Many Operation: Use this operation to retrieve all relevant vendor information.
• Optional Filters: You can apply optional filters to refine the list of vendors as needed.

5. Updating a Vendor

Operation: Update Vendor

• To update an existing vendor:
• Update Operation: Specify the vendor you wish to update by mentioning them in the vendor section.
• Optional Fields: You can include optional fields to update specific details of the vendor.