Sample Codes - C# SDK

Sample Codes - C# SDK

All of Zoho CRM's APIs can be used through the C# SDK, to enable your custom application to perform data sync to the best degree. Here are the sample codes for all the API methods available in our SDK.

Rest Client Operations

These methods involve authentications procedures that are to be included in your application, to provide access to Zoho CRM's data.

Methods
Description
GetOrganizationDetails
To fetch  details of your  organization.
GetCurrentUser
To fetch information about the user who is currently accessing Zoho CRM's data through your application.
GetAllModules
  To fetch the list of all the modules available in your CRM.
GetModule
  To fetch all the meta data of modules.

Organization Operations

These methods involve actions that can be performed in your application, to modify the data that pertains to your Zoho CRM's organization. For instance, you can get the list of all the users (employees) that are present in your organization at any point of time.

Methods
Description
GetUser
To fetch information about a specific user in your CRM account.
GetAllUsers
To fetch the list of all the users from your CRM account.
GetAllActiveUsers
To fetch the list of all the active users in your CRM account.
GetAllDeactiveUsers
To fetch the list of all the non-active users in your CRM account.
GetAllConfirmedUsers
To fetch the list of all the confirmed users in your CRM account.
GetAllNotConfirmedUsers
To fetch the list of all the non-confirmed users in your CRM account.
GetAllDeletedUsers
To fetch the list of all the users who were deleted from your CRM account.
GetAllActiveConfirmedUsers
To fetch the list of all the active and confirmed users in your CRM account.
GetAllAdminUsers
To fetch the list of all the users who have admin level permissions in your CRM account.
GetAllActiveConfirmedAdmins
To fetch the list of all the users who have admin level permissions and are confirmed, in your CRM account.
GetCurrentUser
To fetch the information about the users who is currently accessing CRM's data though your application.
GetAllProfiles
To fetch the list of all the profiles that were created in your CRM account.
GetProfile
To fetch information about a particular profile in your CRM account.
GetAllRoles
To fetch the list of all the roles that were created in your CRM account.
GetRole
To fetch information about a particular role in your CRM account.
GetAllTaxes
To fetch the list of all the organization taxes.
To fetch information about a particular organization tax.
To create a new organization tax.
To update multiple organization taxes.
To delete multiple organization taxes simultaneously.

Module Operations

These methods involve actions that can be performed in your application, to modify the data in your CRM at the module level. For instance, you can get all the records from a module, search for specific ones, delete them, and do more.

Methods
Description
GetAllModuleFields
To fetch the list of all the fields that are available in a module.
GetLayout
To fetch information about a particular layout of a module.
GetAllModuleLayouts
To fetch the list of all the layouts that are available for a module.
GetCustomView
To fetch information about a particular custom view of a module.
GetAllModuleCustomViews
To fetch the list of all the custom views that are available for a module.
GetAllModuleRelatedLists
To fetch the list of all the related lists that are available for a module.
GetALLRecords
To fetch the list of all the records that are available in a module.
SearchByWord
To search for records in a module based on a word(text).
SearchByPhone
To search for records in a module based on the Phone number.
SearchByEmail
To search for records in a module based on Email address.
SearchByCriteria
To search for records in a module based on a criteria specified by the user.
MassUpdateRecords
To update content in a particular field for multiple records in a module.
UpdateRecords
To update information stored in a record in a module.
To insert/update information stored in a record simultaneously.
CreateRecords
To create a new record in a module.
DeleteRecords
To delete existing records from a module.
GetAllDeletedRecords
To fetch the list of all the records that were deleted from a module.
GetRecycleBinRecords
To fetch the list of all the records that were deleted from a module and stored in the recycle bin.
GetPermanentlyDeletedRecords
To fetch the list of all the records that were permanently deleted from a module.
GetTags
To fetch the list of all the tags that were created for a module.
GetCount
To fetch total count of the tags that were created for a module.
CreateTags
To create new tags for a module.
UpdateTags
To update details of existing tags for a module.
AddTagMultipleRecord
To associate tags to records in a module.
RemoveTagMultipleRecord
To disassociate tags from records in a module.

Record Operations

These methods involve actions that can be performed in your application, to access or modify data that are stored in a particular record. You could fetch the details of a record, create new ones, update existing ones, upload notes, attachments, photos, etc.

Methods
Description
To fetch information about a particular record in your CRM.
InsertRecord
To create new records.
UpdateRecord
To update existing records.
DeleteRecord
To delete existing records.
ConvertLead
To convert records(Leads to Contacts/Deals).
GetRelatedListRecords
To fetch list of records in Related Lists.
GetNotes
To fetch the notes that were attached to a record. 
AddNote
To add a note to a record.
UpdateNote
To update a note that was previously added to a record.
DeleteNote
To delete a note from a record.
GetAllAttachments
To fetch the list of attachments of a record.
UploadAttachment
To upload an attachment to a record.
UploadAttachmentLink
To upload a link as an attachment to a record.
DownloadAttachment
To download an attachment that was uploaded to a record.
DeleteAttachment
To delete an attachment that was added to a record.
UploadPhoto
To upload a photo to a record.
DownloadPhoto
To download a photo that was added to a record.
DeletePhoto
To delete a photo that was added to a record.
AddRelation
To make a relation between two records.
RemoveRelation
To remove a relation between two records.
AddTagSpecificRecord
To add tags to a record.
RemoveTagSpecificRecord
To remove tags from a record.

Note and Tag Operations

These methods involve actions that can be performed in your application, to access or modify notes or tags of data in your CRM.

Methods
Description
NoteAttachment
To upload a note attachment to a record.
DownloadAttachment
To download an attachment that was attached to a record.
DeleteAttachment
To delete an attachment that was attached to a record.
UpdateTag
To update existing tag details.
DeleteTag
To delete a tag.
MergeTag
To merge two tags together.





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