Zoho CRM / Add Note
appKey:
zoho-crm
actionKey:
add-note
Action Inputs
The following parameters are available when configuring this action:
findMethod
Find Method
The method to use when finding a module entity. Either
filter
or select
.'filter' | 'select'
parentModule
Parent Module
Select the module to search a record to attach the note to.
Modules are dynamically loaded from a user's account. Accepts custom user modules. Common modules include:
- Leads
- Accounts
- Contacts
- Deals
- Campaigns
- Tasks
- Events
- Calls
- Cases
- Solutions
- Products
- Vendors
- Pricebooks
- Quotes
- Salesorders
- Purchaseorders
- Invoices
string
filter
Search by
The filter to be used when searching for a module entity. E.g., 'Email'. Note: filter options are dynamically loaded once a module is selected.
string | undefined