Zoho CRM Profiles API

crud operations on CRM profiles. Published by Zoho in its first-party OpenAPI 3.1.0 repository github.com/zoho/crm-oas; 5 operation(s).

OpenAPI Specification

zoho-crm-profiles-openapi.json Raw ↑
{
  "openapi": "3.1.0",
  "info": {
    "title": "Profiles API",
    "description": "crud operations on CRM profiles.",
    "version": "8.0"
  },
  "servers": [
    {
      "url": "https://zohoapis.{dc}/crm/{version}",
      "description": "API Server URL",
      "variables": {
        "dc": {
          "enum": [
            "com",
            "eu",
            "in",
            "cn",
            "au"
          ],
          "default": "com",
          "description": "API Server URL TLD"
        },
        "version": {
          "default": "v8",
          "description": "API Version"
        }
      }
    }
  ],
  "paths": {
    "/settings/profiles": {
      "get": {
        "summary": "List CRM profiles",
        "description": "Retrieves the list of CRM profiles with metadata.\n\n**Scopes:**\n* ZohoCRM.settings.profiles.all\n* ZohoCRM.settings.profiles.read",
        "operationId": "getProfiles",
        "parameters": [
          {
            "$ref": "#/components/parameters/Type"
          },
          {
            "$ref": "#/components/parameters/IncludeTypes"
          },
          {
            "$ref": "#/components/parameters/Filters"
          }
        ],
        "responses": {
          "200": {
            "description": "Profiles retrieved successfully.",
            "content": {
              "application/json": {
                "schema": {
                  "type": "object",
                  "description": "Profiles collection response.",
                  "additionalProperties": false,
                  "properties": {
                    "profiles": {
                      "type": "array",
                      "description": "List of profiles.",
                      "maxItems": 200,
                      "items": {
                        "type": "object",
                        "description": "Profile details.",
                        "additionalProperties": false,
                        "properties": {
                          "api_name": {
                            "$ref": "#/components/schemas/ApiName"
                          },
                          "id": {
                            "$ref": "#/components/schemas/Id",
                            "description": "Unique profile identifier."
                          },
                          "created_time": {
                            "$ref": "#/components/schemas/CreatedTime"
                          },
                          "modified_time": {
                            "$ref": "#/components/schemas/ModifiedTime"
                          },
                          "name": {
                            "$ref": "#/components/schemas/ProfileName"
                          },
                          "display_label": {
                            "type": "string",
                            "description": "Display label for the profile.",
                            "maxLength": 255
                          },
                          "modified_by": {
                            "$ref": "#/components/schemas/ModifiedBy"
                          },
                          "description": {
                            "type": [
                              "string",
                              "null"
                            ],
                            "description": "Profile description.",
                            "maxLength": 255
                          },
                          "created_by": {
                            "$ref": "#/components/schemas/CreatedBy"
                          },
                          "custom": {
                            "type": "boolean",
                            "description": "Indicates if the profile is custom."
                          },
                          "type": {
                            "type": "string",
                            "description": "Profile type.",
                            "enum": [
                              "private_profile",
                              "normal_profile",
                              "lite_profile",
                              "system_profile"
                            ]
                          },
                          "permissions_details": {
                            "type": "array",
                            "description": "Permission details for the profile.",
                            "maxItems": 1000,
                            "items": {
                              "type": "object",
                              "description": "Permission detail entry.",
                              "additionalProperties": false,
                              "properties": {
                                "display_label": {
                                  "type": "string",
                                  "description": "Permission display label.",
                                  "maxLength": 255
                                },
                                "module": {
                                  "type": [
                                    "object",
                                    "null"
                                  ],
                                  "description": "Associated module for the permission.",
                                  "additionalProperties": false
                                },
                                "name": {
                                  "type": "string",
                                  "description": "Permission name.",
                                  "maxLength": 255
                                },
                                "customizable": {
                                  "type": "boolean",
                                  "description": "Whether the permission is customizable."
                                },
                                "id": {
                                  "$ref": "#/components/schemas/Id",
                                  "description": "Permission identifier.",
                                  "maxLength": 19
                                },
                                "enabled": {
                                  "type": "boolean",
                                  "description": "Whether the permission is enabled."
                                },
                                "tooltip_msg": {
                                  "type": "string",
                                  "description": "Tooltip message for the permission.",
                                  "maxLength": 500
                                },
                                "parent_permissions": {
                                  "type": "array",
                                  "description": "Parent permissions applicable to this permission.",
                                  "maxItems": 100,
                                  "items": {
                                    "type": "string",
                                    "description": "Parent permission identifier.",
                                    "maxLength": 255
                                  }
                                }
                              }
                            }
                          },
                          "sections": {
                            "type": "array",
                            "description": "Sections grouping category permissions.",
                            "maxItems": 100,
                            "items": {
                              "type": "object",
                              "description": "Section entry.",
                              "additionalProperties": false,
                              "properties": {
                                "name": {
                                  "type": "string",
                                  "description": "Section name.",
                                  "maxLength": 255
                                },
                                "categories": {
                                  "type": "array",
                                  "description": "Categories within the section.",
                                  "maxItems": 100,
                                  "items": {
                                    "type": "object",
                                    "description": "Category entry.",
                                    "additionalProperties": false,
                                    "properties": {
                                      "display_label": {
                                        "type": "string",
                                        "description": "Category display label.",
                                        "maxLength": 255
                                      },
                                      "permissions_details": {
                                        "type": "array",
                                        "description": "Permissions under the category.",
                                        "maxItems": 500,
                                        "items": {
                                          "type": "string",
                                          "description": "Permission identifier.",
                                          "maxLength": 255
                                        }
                                      },
                                      "name": {
                                        "type": "string",
                                        "description": "Category name.",
                                        "maxLength": 255
                                      },
                                      "module": {
                                        "type": [
                                          "object",
                                          "null"
                                        ],
                                        "description": "Associated module for the category.",
                                        "additionalProperties": false
                                      }
                                    },
                                    "required": [
                                      "display_label",
                                      "permissions_details",
                                      "name"
                                    ]
                                  }
                                }
                              },
                              "required": [
                                "name",
                                "categories"
                              ]
                            }
                          }
                        },
                        "required": [
                          "api_name",
                          "id",
                          "created_time",
                          "modified_time",
                          "name",
                          "display_label",
                          "custom",
                          "type"
                        ]
                      }
                    },
                    "info": {
                      "oneOf": [
                        {
                          "type": "object",
                          "description": "Pagination and usage info.",
                          "additionalProperties": false,
                          "properties": {
                            "per_page": {
                              "type": "integer",
                              "format": "int32",
                              "description": "Profiles per page."
                            },
                            "page": {
                              "type": "integer",
                              "format": "int32",
                              "description": "Current page number."
                            },
                            "count": {
                              "type": "integer",
                              "format": "int32",
                              "description": "Count of profiles in the response."
                            },
                            "more_records": {
                              "type": "boolean",
                              "description": "Indicates if more profiles exist."
                            },
                            "license_limit": {
                              "type": "integer",
                              "format": "int32",
                              "description": "Maximum allowed profiles by license."
                            }
                          }
                        },
                        {
                          "type": "object",
                          "description": "License limit summary.",
                          "additionalProperties": false,
                          "properties": {
                            "license_limit": {
                              "type": "integer",
                              "format": "int32",
                              "description": "Maximum allowed profiles by license."
                            }
                          },
                          "required": [
                            "license_limit"
                          ]
                        }
                      ]
                    }
                  },
                  "required": [
                    "profiles"
                  ]
                }
              }
            }
          },
          "400": {
            "description": "Invalid request.",
            "content": {
              "application/json": {
                "schema": {
                  "oneOf": [
                    {
                      "$ref": "#/components/schemas/InvalidRequestMethodError"
                    },
                    {
                      "$ref": "#/components/schemas/InvalidQueryParamError"
                    }
                  ]
                }
              }
            }
          },
          "401": {
            "$ref": "#/components/responses/UnauthorizedResponse"
          },
          "404": {
            "$ref": "#/components/responses/NotFoundResponse"
          },
          "500": {
            "$ref": "#/components/responses/InternalServerErrorResponse"
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.profiles.READ"
            ]
          }
        ]
      }
    },
    "/settings/profiles/{id}/actions/clone": {
      "post": {
        "summary": "Clone a CRM profile",
        "description": "Creates a clone of the specified profile.\n\n**Scopes:**\n* ZohoCRM.settings.profiles.all\n* ZohoCRM.settings.profiles.read",
        "operationId": "cloneProfile",
        "parameters": [
          {
            "$ref": "#/components/parameters/Id"
          }
        ],
        "requestBody": {
          "description": "Profiles to be created from the clone operation.",
          "content": {
            "application/json": {
              "schema": {
                "type": "object",
                "description": "Clone profiles request.",
                "additionalProperties": false,
                "properties": {
                  "profiles": {
                    "type": "array",
                    "description": "Profile to create from the clone profile.",
                    "maxItems": 1,
                    "items": {
                      "type": "object",
                      "description": "new profile definition.",
                      "additionalProperties": false,
                      "properties": {
                        "name": {
                          "type": "string",
                          "description": "Name for the new profile.",
                          "maxLength": 50
                        },
                        "description": {
                          "type": [
                            "string",
                            "null"
                          ],
                          "description": "Optional description for the new profile.",
                          "maxLength": 250
                        }
                      },
                      "required": [
                        "name"
                      ]
                    }
                  }
                }
              }
            }
          },
          "required": true
        },
        "responses": {
          "201": {
            "description": "Profile cloned successfully.",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/CloneProfileResponse"
                }
              }
            }
          },
          "400": {
            "description": "Invalid clone request.",
            "content": {
              "application/json": {
                "schema": {
                  "oneOf": [
                    {
                      "description": "The profile id in the request path is invalid or points to a deleted resource.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/CloneProfileInvalidIdErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Request body is missing mandatory fields for cloning.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/CloneProfileInvalidCreateRequestErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Cloned profile name conflicts with an existing profile name.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/CloneProfileDuplicateProfileNameErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Cloning would exceed allowed limits.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/CloneProfileLicenseLimitExceededErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Cloned profile name contains disallowed characters.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/CloneProfileInvalidProfileNameSpecialCharsErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Profile cannot be cloned due to business rules.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/CloneProfileCannotBeClonedErrorResponse"
                        }
                      ]
                    }
                  ]
                }
              }
            }
          },
          "401": {
            "$ref": "#/components/responses/UnauthorizedResponse"
          },
          "403": {
            "$ref": "#/components/responses/ForbiddenResponse"
          },
          "404": {
            "$ref": "#/components/responses/NotFoundResponse"
          },
          "500": {
            "$ref": "#/components/responses/InternalServerErrorResponse"
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.profiles.CREATE"
            ]
          }
        ]
      }
    },
    "/settings/profiles/{id}": {
      "put": {
        "summary": "Update a CRM profile",
        "description": "Updates an existing CRM profile by ID.\n\n**Scopes:**\n* ZohoCRM.settings.profiles.all\n* ZohoCRM.settings.profiles.read",
        "operationId": "updateProfile",
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.profiles.UPDATE"
            ]
          }
        ],
        "parameters": [
          {
            "$ref": "#/components/parameters/Id"
          }
        ],
        "requestBody": {
          "description": "Payload containing profiles to be updated, including permission enablement changes.",
          "content": {
            "application/json": {
              "schema": {
                "type": "object",
                "description": "Update profiles request.",
                "additionalProperties": false,
                "properties": {
                  "profiles": {
                    "type": "array",
                    "description": "Profiles to update.",
                    "maxItems": 1,
                    "items": {
                      "type": "object",
                      "description": "Profile update payload.",
                      "additionalProperties": false,
                      "properties": {
                        "name": {
                          "type": [
                            "string",
                            "null"
                          ],
                          "description": "Updated profile name.",
                          "maxLength": 50
                        },
                        "description": {
                          "type": [
                            "string",
                            "null"
                          ],
                          "description": "Updated profile description.",
                          "maxLength": 250
                        },
                        "permissions_details": {
                          "type": "array",
                          "description": "Permission enablement entries to update for this profile.",
                          "maxItems": 1000,
                          "items": {
                            "type": "object",
                            "description": "Single permission toggle entry.",
                            "additionalProperties": false,
                            "properties": {
                              "id": {
                                "$ref": "#/components/schemas/Id",
                                "description": "Permission identifier."
                              },
                              "enabled": {
                                "type": "boolean",
                                "description": "Whether the permission is enabled for the profile."
                              }
                            },
                            "required": [
                              "id",
                              "enabled"
                            ]
                          }
                        }
                      },
                      "minProperties": 1
                    }
                  }
                }
              }
            }
          },
          "required": true
        },
        "responses": {
          "200": {
            "description": "Profile updated successfully, including permission changes.",
            "content": {
              "application/json": {
                "schema": {
                  "type": "object",
                  "description": "Update response.",
                  "additionalProperties": false,
                  "properties": {
                    "profiles": {
                      "type": "array",
                      "description": "Update results.",
                      "maxItems": 50,
                      "items": {
                        "type": "object",
                        "description": "Profile update result.",
                        "additionalProperties": false,
                        "properties": {
                          "id": {
                            "type": "string",
                            "description": "Profile identifier.",
                            "maxLength": 19
                          },
                          "code": {
                            "type": "string",
                            "description": "Operation result code (e.g., SUCCESS).",
                            "maxLength": 50
                          },
                          "details": {
                            "type": "object",
                            "description": "Additional details about the update operation.",
                            "additionalProperties": true
                          },
                          "status": {
                            "type": "string",
                            "description": "Result status.",
                            "enum": [
                              "success"
                            ]
                          },
                          "message": {
                            "type": "string",
                            "description": "Result message.",
                            "maxLength": 500
                          }
                        },
                        "required": [
                          "status"
                        ]
                      }
                    }
                  },
                  "required": [
                    "profiles"
                  ]
                }
              }
            }
          },
          "400": {
            "description": "Invalid request.",
            "content": {
              "application/json": {
                "schema": {
                  "oneOf": [
                    {
                      "description": "Duplicate profile name in update request.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfileDuplicateDataErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Profile name contains disallowed special characters.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfileInvalidProfileNameSpecialCharsErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "The action given is invalid.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfileInvalidActionErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Invalid permission ID in permissions_details.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfileInvalidPermissionIdErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "permissions_details has an invalid datatype.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfileInvalidPermissionsDetailsDatatypeErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "Child permission cannot be enabled when parent permission is disabled.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfileChildPermissionParentDisabledErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "A permission id in permissions cannot be updated.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfilePermissionNotAllowedErrorResponse"
                        }
                      ]
                    },
                    {
                      "description": "System profile cannot be updated.",
                      "allOf": [
                        {
                          "$ref": "#/components/schemas/UpdateProfileSystemProfileNotAllowedErrorResponse"
                        }
                      ]
                    }
                  ]
                }
              }
            }
          },
          "401": {
            "$ref": "#/components/responses/UnauthorizedResponse"
          },
          "403": {
            "$ref": "#/components/responses/ForbiddenResponse"
          },
          "404": {
            "$ref": "#/components/responses/NotFoundResponse"
          },
          "500": {
            "$ref": "#/components/responses/InternalServerErrorResponse"
          }
        }
      },
      "get": {
        "summary": "Get a CRM profile",
        "description": "Retrieves the details of a specific CRM profile by ID.\n\n**Scopes:**\n* ZohoCRM.settings.profiles.all\n* ZohoCRM.settings.profiles.read",
        "operationId": "getProfile",
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.profiles.READ"
            ]
          }
        ],
        "parameters": [
          {
            "$ref": "#/components/parameters/Id"
          }
        ],
        "responses": {
          "200": {
            "description": "Profile retrieved successfully.",
            "content": {
              "application/json": {
                "schema": {
                  "type": "object",
                  "description": "Single profile response.",
                  "additionalProperties": false,
                  "properties": {
                    "profiles": {
                      "type": "array",
                      "description": "Profile details.",
                      "maxItems": 1,
                      "items": {
                        "type": "object",
                        "description": "Profile details.",
                        "additionalProperties": false,
                        "properties": {
                          "api_name": {
                            "$ref": "#/components/schemas/ApiName"
                          },
                          "id": {
                            "$ref": "#/components/schemas/Id",
                            "description": "Unique profile identifier."
                          },
                          "created_time": {
                            "type": [
                              "string",
                              "null"
                            ],
                            "format": "date-time",
                            "description": "Profile creation timestamp."
                          },
                          "modified_time": {
                            "type": [
                              "string",
                              "null"
                            ],
                            "format": "date-time",
                            "description": "Last modified timestamp."
                          },
                          "name": {
                            "type": "string",
                            "description": "Profile name.",
                            "maxLength": 255
                          },
                          "display_label": {
                            "type": "string",
                            "description": "Display label for the profile.",
                            "maxLength": 255
                          },
                          "modified_by": {
                            "$ref": "#/components/schemas/ModifiedBy"
                          },
                          "description": {
                            "type": [
                              "string",
                              "null"
                            ],
                            "description": "Profile description.",
                            "maxLength": 255
                          },
                          "created_by": {
                            "$ref": "#/components/schemas/CreatedBy"
                          },
                          "custom": {
                            "type": "boolean",
                            "description": "Indicates if the profile is custom."
                          },
                          "type": {
                            "type": "string",
                            "description": "Profile type.",
                            "enum": [
                              "private_profile",
                     

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