Zoho CRM Automation Task

Manage Workflow task (Create, edit,delete and view). Published by Zoho in its first-party OpenAPI 3.1.0 repository github.com/zoho/crm-oas; 6 operation(s).

OpenAPI Specification

zoho-crm-workflow-tasks-openapi.json Raw ↑
{
  "openapi": "3.1.0",
  "info": {
    "title": "Automation Task",
    "description": "Manage Workflow task (Create, edit,delete and view).",
    "version": "8"
  },
  "servers": [
    {
      "url": "https://zohoapis.{dc}/crm/{version}",
      "description": "API Server URL",
      "variables": {
        "dc": {
          "description": "API Server URL TLD",
          "default": "com",
          "enum": [
            "com",
            "eu",
            "in",
            "cn",
            "au",
            "ca",
            "jp"
          ]
        },
        "version": {
          "description": "API Version",
          "default": "v8"
        }
      }
    }
  ],
  "security": [
    {
      "iam-oauth2-schema": [
        "ZohoCRM.settings.automation_actions.READ",
        "ZohoCRM.settings.automation_actions.CREATE",
        "ZohoCRM.settings.automation_actions.UPDATE",
        "ZohoCRM.settings.automation_actions.DELETE"
      ]
    }
  ],
  "paths": {
    "/settings/automation/tasks": {
      "get": {
        "summary": "GET /settings/automation/tasks",
        "description": "To retrieve the list of automation tasks configured in your Zoho CRM organization.",
        "operationId": "getTasks",
        "parameters": [
          {
            "$ref": "#/components/parameters/ParamQueryFeatureType"
          },
          {
            "$ref": "#/components/parameters/ParamQueryModule"
          },
          {
            "$ref": "#/components/parameters/ParamQueryPerPage"
          },
          {
            "$ref": "#/components/parameters/ParamQueryPage"
          }
        ],
        "responses": {
          "200": {
            "description": "Success response",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/GetTasksSuccessResponse"
                }
              }
            }
          },
          "400": {
            "description": "Invalid module param",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/InvalidModuleErrorResponse"
                }
              }
            }
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.automation_actions.READ"
            ]
          }
        ]
      },
      "post": {
        "summary": "POST /settings/automation/tasks",
        "description": "To create an automation task in your Zoho CRM organization.",
        "operationId": "postTasks",
        "requestBody": {
          "description": "Request body",
          "content": {
            "application/json": {
              "schema": {
                "$ref": "#/components/schemas/GeneratedSchema2"
              }
            }
          }
        },
        "responses": {
          "201": {
            "description": "Success Case",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/GeneratedSchema5"
                }
              }
            }
          },
          "400": {
            "description": "Auto-generated from ApiDefinition for INVALID_DATA",
            "content": {
              "application/json": {
                "schema": {
                  "oneOf": [
                    {
                      "type": "object",
                      "additionalProperties": false,
                      "description": "Wrapped error response with tasks",
                      "properties": {
                        "tasks": {
                          "type": "array",
                          "description": "Array of error objects",
                          "items": {
                            "oneOf": [
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore10"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore4"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore1"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore7"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore2"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore19"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore16"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore8"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore13"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore5"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore17"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore14"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore12"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore6"
                              }
                            ]
                          },
                          "maxItems": 25
                        }
                      },
                      "required": [
                        "tasks"
                      ]
                    },
                    {
                      "type": "object",
                      "additionalProperties": false,
                      "description": "Wrapped error response with tasks",
                      "properties": {
                        "tasks": {
                          "oneOf": [
                            {
                              "$ref": "#/components/schemas/ErrorResponseCore14"
                            },
                            {
                              "$ref": "#/components/schemas/ErrorResponseCore12"
                            },
                            {
                              "$ref": "#/components/schemas/ErrorResponseCore6"
                            }
                          ]
                        }
                      },
                      "required": [
                        "tasks"
                      ]
                    }
                  ]
                }
              }
            }
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.automation_actions.CREATE"
            ]
          }
        ]
      },
      "delete": {
        "summary": "DELETE /settings/automation/tasks",
        "description": "To delete automation tasks configured in your Zoho CRM account.",
        "operationId": "deleteTasks",
        "parameters": [
          {
            "$ref": "#/components/parameters/ParamQueryIds"
          }
        ],
        "responses": {
          "200": {
            "description": "Success Case",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/GeneratedSchema8"
                }
              }
            }
          },
          "207": {
            "description": "When one task got deleted successfully while other tasks failed.",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/GeneratedSchema1"
                }
              }
            }
          },
          "400": {
            "description": "Missing required parameter: ids",
            "content": {
              "application/json": {
                "schema": {
                  "oneOf": [
                    {
                      "$ref": "#/components/schemas/ErrorResponseCore15"
                    },
                    {
                      "$ref": "#/components/schemas/ErrorResponseCore3"
                    },
                    {
                      "$ref": "#/components/schemas/ErrorResponseCore10"
                    },
                    {
                      "$ref": "#/components/schemas/ErrorResponseCore"
                    }
                  ]
                }
              }
            }
          },
          "403": {
            "description": "When the user doesn't have permission.\n(manageworkflow)",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/ErrorResponseCore11"
                }
              }
            }
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.automation_actions.DELETE"
            ]
          }
        ]
      }
    },
    "/settings/automation/tasks/{id}": {
      "get": {
        "summary": "GET /settings/automation/tasks/{id}",
        "description": "To retrieve automation tasks configured in your Zoho CRM organization",
        "operationId": "getTaskById",
        "parameters": [
          {
            "name": "id",
            "in": "path",
            "description": "The ID of the task to retrieve",
            "required": true,
            "schema": {
              "type": "string",
              "maxLength": 20
            }
          },
          {
            "$ref": "#/components/parameters/ParamQueryIncludeInnerDetails"
          }
        ],
        "responses": {
          "200": {
            "description": "Success response",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/GeneratedSchema7"
                }
              }
            }
          },
          "400": {
            "description": "Invalid Task Id ",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/ErrorResponseCore3"
                }
              }
            }
          },
          "403": {
            "description": "No permssion Crm_Implied_manage_workflow",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/ErrorResponseCore11"
                }
              }
            }
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.automation_actions.READ"
            ]
          }
        ]
      },
      "put": {
        "summary": "PUT /settings/automation/tasks/123445566",
        "description": "To update an automation task in your Zoho CRM organization.",
        "operationId": "putTasksById",
        "parameters": [
          {
            "name": "id",
            "in": "path",
            "description": "The ID of the task to retrieve",
            "required": true,
            "schema": {
              "type": "string",
              "maxLength": 20
            }
          }
        ],
        "requestBody": {
          "description": "Request body",
          "content": {
            "application/json": {
              "schema": {
                "$ref": "#/components/schemas/GeneratedSchema"
              }
            }
          }
        },
        "responses": {
          "200": {
            "description": "Success response",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/GeneratedSchema6"
                }
              }
            }
          },
          "400": {
            "description": "Auto-generated from ApiDefinition for INVALID_DATA",
            "content": {
              "application/json": {
                "schema": {
                  "oneOf": [
                    {
                      "type": "object",
                      "additionalProperties": false,
                      "description": "Wrapped error response with tasks",
                      "properties": {
                        "tasks": {
                          "type": "array",
                          "description": "Array of error objects",
                          "items": {
                            "oneOf": [
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore7"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore2"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore4"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore16"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore8"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore13"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore5"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore17"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore18"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore14"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore12"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore6"
                              },
                              {
                                "$ref": "#/components/schemas/ErrorResponseCore9"
                              }
                            ]
                          },
                          "maxItems": 25
                        }
                      },
                      "required": [
                        "tasks"
                      ]
                    },
                    {
                      "$ref": "#/components/schemas/ErrorResponseCore3"
                    },
                    {
                      "type": "object",
                      "additionalProperties": false,
                      "description": "Wrapped error response with tasks",
                      "properties": {
                        "tasks": {
                          "oneOf": [
                            {
                              "$ref": "#/components/schemas/ErrorResponseCore14"
                            },
                            {
                              "$ref": "#/components/schemas/ErrorResponseCore12"
                            },
                            {
                              "$ref": "#/components/schemas/ErrorResponseCore6"
                            }
                          ]
                        }
                      },
                      "required": [
                        "tasks"
                      ]
                    }
                  ]
                }
              }
            }
          },
          "401": {
            "description": "Locked task cannot be edited",
            "content": {
              "application/json": {
                "schema": {
                  "type": "object",
                  "additionalProperties": false,
                  "description": "Wrapped error response with tasks",
                  "properties": {
                    "tasks": {
                      "type": "array",
                      "description": "Array of error objects",
                      "items": {
                        "oneOf": [
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore7"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore2"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore16"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore8"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore13"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore5"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore17"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore18"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore14"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore12"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore6"
                          },
                          {
                            "$ref": "#/components/schemas/ErrorResponseCore9"
                          }
                        ]
                      },
                      "maxItems": 25
                    }
                  },
                  "required": [
                    "tasks"
                  ]
                }
              }
            }
          },
          "403": {
            "description": "When the user doesn't have permission.\n(manageworkflow)",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/ErrorResponseCore11"
                }
              }
            }
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.automation_actions.UPDATE"
            ]
          }
        ]
      },
      "delete": {
        "summary": "DELETE /settings/automation/tasks/{id}",
        "description": "To delete automation tasks configured in your Zoho CRM account.",
        "operationId": "deleteTaskById",
        "parameters": [
          {
            "name": "id",
            "in": "path",
            "description": "The ID of the task to retrieve",
            "required": true,
            "schema": {
              "type": "string",
              "maxLength": 20
            }
          }
        ],
        "responses": {
          "200": {
            "description": "he Task is Deleted successfully",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/GeneratedSchema3"
                }
              }
            }
          },
          "400": {
            "description": "Invalid Task Id ",
            "content": {
              "application/json": {
                "schema": {
                  "oneOf": [
                    {
                      "$ref": "#/components/schemas/ErrorResponseCore10"
                    },
                    {
                      "$ref": "#/components/schemas/ErrorResponseCore3"
                    }
                  ]
                }
              }
            }
          },
          "403": {
            "description": "Crm_Implied_manage_workflow",
            "content": {
              "application/json": {
                "schema": {
                  "$ref": "#/components/schemas/ErrorResponseCore11"
                }
              }
            }
          }
        },
        "security": [
          {
            "iam-oauth2-schema": [
              "ZohoCRM.settings.automation_actions.DELETE"
            ]
          }
        ]
      }
    }
  },
  "components": {
    "schemas": {
      "GeneratedSchema1": {
        "type": "object",
        "additionalProperties": false,
        "description": "When one task got deleted successfully while other tasks failed.",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Field: tasks",
            "items": {
              "$ref": "#/components/schemas/GeneratedSchema9"
            },
            "maxItems": 2
          }
        },
        "title": "Generated Schema"
      },
      "ModifierDetails": {
        "type": "object",
        "additionalProperties": false,
        "description": "Provides details about the individual who modified an entity, including their name and ID.",
        "properties": {
          "name": {
            "type": "string",
            "description": "Field: name",
            "maxLength": 255
          },
          "id": {
            "type": "string",
            "description": "Field: id",
            "maxLength": 255
          }
        },
        "title": "Modifier Details"
      },
      "PaginationInfo": {
        "type": "object",
        "additionalProperties": false,
        "description": "Details about pagination for resource listings, such as count, page number, and if more records are available.",
        "properties": {
          "per_page": {
            "type": "integer",
            "format": "int32",
            "description": "Field: per_page"
          },
          "count": {
            "type": "integer",
            "format": "int32",
            "description": "Field: count"
          },
          "page": {
            "type": "integer",
            "format": "int32",
            "description": "Field: page"
          },
          "more_records": {
            "type": "boolean",
            "description": "Field: more_records"
          }
        },
        "title": "Pagination Information"
      },
      "GeneratedSchema3": {
        "type": "object",
        "additionalProperties": false,
        "description": "he Task is Deleted successfully",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Field: tasks",
            "items": {
              "$ref": "#/components/schemas/GeneratedSchema9"
            },
            "maxItems": 1
          }
        },
        "title": "Generated Schema"
      },
      "GeneratedSchema2": {
        "type": "object",
        "additionalProperties": false,
        "description": "Request body schema",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Root Element (Required)",
            "items": {
              "$ref": "#/components/schemas/TaskDetails"
            },
            "maxItems": 1
          }
        },
        "required": [
          "tasks"
        ],
        "title": "Generated Schema"
      },
      "GeneratedSchema5": {
        "type": "object",
        "additionalProperties": false,
        "description": "Success Case",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Field: tasks",
            "items": {
              "$ref": "#/components/schemas/GeneratedSchema9"
            },
            "maxItems": 1
          }
        },
        "title": "Generated Schema"
      },
      "GeneratedSchema4": {
        "type": "object",
        "additionalProperties": false,
        "description": "Nested schema for details",
        "properties": {
          "resource_path_index": {
            "type": "string",
            "description": "Field: resource_path_index",
            "maxLength": 255
          },
          "id": {
            "type": "string",
            "description": "Field: id",
            "maxLength": 255
          }
        },
        "title": "Generated Schema"
      },
      "GeneratedSchema7": {
        "type": "object",
        "additionalProperties": false,
        "description": "Success response",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Field: tasks",
            "items": {
              "$ref": "#/components/schemas/TaskDetails"
            },
            "maxItems": 1
          }
        },
        "title": "Generated Schema"
      },
      "ErrorResponseCore19": {
        "type": "object",
        "additionalProperties": false,
        "description": "Mandatory Fields is not given",
        "properties": {
          "code": {
            "type": "string",
            "description": "Error code",
            "enum": [
              "MANDATORY_NOT_FOUND"
            ]
          },
          "details": {
            "type": "object",
            "additionalProperties": false,
            "description": "Error details with validation information",
            "properties": {
              "api_name": {
                "type": "string",
                "description": "Detail field: api_name",
                "maxLength": 255
              },
              "json_path": {
                "type": "string",
                "description": "Detail field: json_path",
                "maxLength": 1000
              }
            }
          },
          "message": {
            "type": "string",
            "description": "Error message",
            "enum": [
              "mandatory field is not given"
            ]
          },
          "status": {
            "type": "string",
            "description": "Error status",
            "enum": [
              "error"
            ]
          }
        },
        "required": [
          "code",
          "details",
          "message",
          "status"
        ],
        "title": "Error Response Core"
      },
      "GeneratedSchema": {
        "type": "object",
        "additionalProperties": false,
        "description": "Request body schema",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Root Element (Required)",
            "items": {
              "$ref": "#/components/schemas/TaskDetails"
            },
            "maxItems": 1
          }
        },
        "required": [
          "tasks"
        ],
        "title": "Generated Schema"
      },
      "GeneratedSchema6": {
        "type": "object",
        "additionalProperties": false,
        "description": "Success response",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Field: tasks",
            "items": {
              "$ref": "#/components/schemas/GeneratedSchema9"
            },
            "maxItems": 1
          }
        },
        "title": "Generated Schema"
      },
      "GeneratedSchema9": {
        "type": "object",
        "additionalProperties": false,
        "description": "Nested schema for tasks",
        "properties": {
          "code": {
            "type": "string",
            "description": "Field: code",
            "maxLength": 255
          },
          "details": {
            "$ref": "#/components/schemas/GeneratedSchema4"
          },
          "message": {
            "type": "string",
            "description": "Field: message",
            "maxLength": 255
          },
          "status": {
            "type": "string",
            "description": "Field: status",
            "maxLength": 255
          }
        },
        "title": "Generated Schema"
      },
      "GeneratedSchema8": {
        "type": "object",
        "additionalProperties": false,
        "description": "Success Case",
        "properties": {
          "tasks": {
            "type": "array",
            "description": "Field: tasks",
            "items": {
              "$ref": "#/components/schemas/GeneratedSchema9"
            },
            "maxItems": 3
          }
        },
        "title": "Generated Schema"
      },
      "RelatedModuleDetails": {
        "type": [
          "object",
          "null"
        ],
        "additionalProperties": false,
        "description": "Describes a related module, with details about its labels, API name, and ID.",
        "properties": {
          "singular_label": {
            "type": "string",
            "description": "Field: singular_label",
            "maxLength": 255
          },
          "plural_label": {
            "type": "string",
            "description": "Field: plural_label",
            "maxLength": 255
          },
          "api_name": {
            "type": "string",
            "description": "Field: api_name",
            "maxLength": 255
          },
          "id": {
            "type": "string",
            "description": "Field: id",
            "maxLength": 255
          },
          "module_name": {
            "type": "string",
            "description": "Field: module_name",
            "maxLength": 255
          }
        },
        "title": "Related Module Details"
      },
      "ErrorResponseCore": {
        "type": "object",
        "additionalProperties": false,
        "description": "Missing required parameter: ids",
        "properties": {
          "code": {
            "type": "string",
            "description": "Error code",
            "enum": [
              "REQUIRED_PARAM_MISSING"
            ]
          },
          "details": {
            "type": "object",
            "additionalProperties": false,
            "description": "Error details with validation information",
            "properties": {
              "param_name": {
                "type": "string",
                "description": "Detail field: param_name",
                "maxLength": 255
              }
            }
          },
          "message": {
            "type": "string",
            "description": "Error message",
            "enum": [
              "One of the expected parameter is missing"
            ]
          },
          "status": {
            "type": "string",
            "description": "Error status",
            "enum": [
              "error"
            ]
          }
        },
        "required": [
          "code",
          "details",
          "message",
          "status"
        ],
        "title": "Error Response Core"
      },
      "ModuleDetails": {
        "type": "object",
        "additionalProperties": false,
        "description": "Contains information about a module, including labels and API names.",
        "properties": {
          "singular_label": {
            "type": "string",
            "description": "Field: singular_label",
            "maxLength": 255
          },
          "moduleName": {
            "type": "string",
            "description": "Field: moduleName",
            "maxLength": 255
          },
          "id": {
            "type": "string",
            "description": "Field: id",
            "maxLength": 255
          },
          "plural_label": {
            "type": "string",
            "description": "Field: plural_label",
            "maxLength": 255
          },
          "api_name": {
            "type": "string",
            "description": "Field: api_name",
            "maxLength": 255
          }
        },
        "required": [
          "api_name"
        ],
        "title": "Module Details"
      },
      "FieldMappings": {
        "type": "object",
        "additionalProperties": false,
        "description": "Defines mappings of fields, including display values, types, and associated fields.",
        "properties": {
          "display_value": {
            "type": "string",
            "description": "Field: display_value",
            "maxLength": 255
          },
          "field": {
            "$ref": "#/c

# --- truncated at 32 KB (71 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/zoho-crm/refs/heads/main/openapi/zoho-crm-workflow-tasks-openapi.json