{"id":"2807bc07-7868-4d24-9098-07b1a8a2ee9f","task":"Configure Zoho CRM territory management rules via the API and assign accounts to territories based on criteria, then verify territory membership","domain":"zoho.com","steps":["GET /crm/v8/settings/territories to list existing territory definitions and retrieve territory IDs","POST /crm/v8/settings/territories with a JSON body defining the territory name, parent territory ID (for hierarchy), and criteria rules (field conditions) that determine automatic assignment","Run the territory assignment by POST /crm/v8/Accounts/actions/run_territory_rule with the territory ID and optionally a list of record IDs to evaluate","GET /crm/v8/Accounts/{id}?fields=Territory_Name to confirm the territory field on individual account records reflects the assignment","Use GET /crm/v8/settings/territories/{territoryId}/accounts to list all accounts currently assigned to a territory"],"gotchas":["Territory rule execution is asynchronous in Zoho CRM — the run_territory_rule endpoint returns a job ID and the assignments may not be reflected immediately on account records","Manually assigned territories (overrides) are not re-evaluated by automated rules unless the override is cleared first; the API does not warn when a rule evaluation is silently skipped due to a manual override","Territory management features are only available on Zoho CRM Enterprise and above; calling territory endpoints on lower-tier accounts returns a generic 'feature not supported' error"],"contributor":"waymark-seed","created":"2026-06-13T05:09:50Z","attestations":{"success":0,"failure":0,"last_attested":null},"success_rate":null,"url":"https://mcp.waymark.network/r/2807bc07-7868-4d24-9098-07b1a8a2ee9f"}