Reference

Endpoint Add or Update Tags for records


Name

post_tags

Description

Add tags for specified module and specified record id(s). [API reference]

Parameters

Parameter Required Options
Name: module

Label: module

Module name for which you like to get settings
YES
Option Value
Accounts Accounts
Activities Activities
Calls Calls
Campaigns Campaigns
Cases Cases
Contacts Contacts
Deals Deals
Events Events
Invoices Invoices
Leads Leads
Price_Books Price_Books
Products Products
Purchase_Orders Purchase_Orders
Quotes Quotes
Sales_Orders Sales_Orders
Solutions Solutions
Tasks Tasks
Vendors Vendors
Your_Custom_Module_Name Your_Custom_Module_Name
Name: ids

Label: Record Id(s) (comma seperated list)

List of Record Id(s) you like to update
YES
Name: tag_names

Label: Tag Id

List of Tag(s) you like to add
YES
Name: over_write

Label: Overwrite

Set this to overwrite exising tags for the record(s)
Option Value
true true
false false

Output Columns

Label Data Type (SSIS) Data Type (SQL) Length Description
id DT_WSTR nvarchar(255) 255
code DT_WSTR nvarchar(255) 255
message DT_WSTR nvarchar(1000) 1000
status DT_WSTR nvarchar(255) 255
tags DT_WSTR nvarchar(1000) 1000
If the column you are looking for is missing, consider customizing Zoho CRM Connector.

Input Columns

Label Data Type (SSIS) Data Type (SQL) Length Description
There are no Static columns defined for this endpoint. This endpoint detects columns dynamically at runtime.

Examples

SSIS

Use Zoho CRM Connector in API Source or in API Destination SSIS Data Flow components to read or write data.

API Source

API Source - Zoho CRM
Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.
Zoho CRM
Add or Update Tags for records
Required Parameters
module Fill-in the parameter...
Record Id(s) (comma seperated list) Fill-in the parameter...
Tag Id Fill-in the parameter...
Optional Parameters
Overwrite
SSIS API Source - Read from table or endpoint

API Destination

API Destination - Zoho CRM
Read and write Zoho CRM data effortlessly. Integrate, manage, and automate accounts, leads, contacts, and deals — almost no coding required.
Zoho CRM
Add or Update Tags for records
Required Parameters
module Fill-in the parameter...
Record Id(s) (comma seperated list) Fill-in the parameter...
Tag Id Fill-in the parameter...
Optional Parameters
Overwrite
SSIS API Destination - Access table or endpoint

ODBC application

Use these SQL queries in your ODBC application data source:

Update tags

<p>Adds or overwrites tags for existing records. This example demonstrates using the <code>post_tags</code> endpoint to update tags for a specific record ID in the Accounts module.</p>

SELECT * FROM post_tags
WITH(
	  module='Accounts'
	, ids='1558554000105151002'
	, tag_names='mytag1,mytag2'
  , over_write='true'
)

SQL Server

Use these SQL queries in SQL Server after you create a data source in Data Gateway:

Update tags

<p>Adds or overwrites tags for existing records. This example demonstrates using the <code>post_tags</code> endpoint to update tags for a specific record ID in the Accounts module.</p>

DECLARE @MyQuery NVARCHAR(MAX) = 'SELECT * FROM post_tags
WITH(
	  module=''Accounts''
	, ids=''1558554000105151002''
	, tag_names=''mytag1,mytag2''
  , over_write=''true''
)';

EXEC (@MyQuery) AT [LS_TO_ZOHO_CRM_IN_GATEWAY];