Attach a file and add a note to a Zoho CRM record via API

domain: www.zoho.com · 5 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. To upload a file attachment, send POST {api-domain}/crm/{version}/{module_api_name}/{record_id}/Attachments as multipart/form-data with the file in a file form field.
  2. A single Attachments call can add either a file or a link, not both in the same request.
  3. To add a note, send POST {api-domain}/crm/v8/Notes or POST {api-domain}/crm/v8/{module_name}/{record_id}/Notes with Note_Content (required) and optional Note_Title.
  4. For the module-scoped Notes path, also identify the parent module and record via Parent_Id.
  5. Confirm success via the HTTP 201 response for note creation.

Known gotchas

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