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Upsert Record in Zoho CRM

n8n-nodes-base.httpRequest

Insert a new record or update an existing one based on duplicate check fields

zoho crm record upsert insert update sync
App Zoho CRM
Category api integration
Version 1.0.0
Author Community
Credentials Zoho OAuth2 API

💡 Use Cases

📚 API Documentation

Reference documentation for this API endpoint:

🔗 https://www.zoho.com/crm/developer/docs/api/v8/upsert-records.html ↗

📋 Node Configuration

{
  "nodes": [
    {
      "parameters": {
        "content": "## 🔀 Upsert Record in Zoho CRM\n\n**Usage:**\nInsert a new record or update existing one based on duplicate check fields.\n\n**Required Input:**\n- `module`: Module API name (Leads, Contacts, etc.)\n- `recordData`: Object with field values\n\n**Optional Fields:**\n- `duplicate_check_fields`: Array of field names to check for duplicates (e.g., [\"Email\", \"Phone\"])\n- `trigger`: Automations to trigger\n\n**Example:**\n```json\n{\n  \"module\": \"Leads\",\n  \"recordData\": {\n    \"Last_Name\": \"Smith\",\n    \"Email\": \"smith@example.com\"\n  },\n  \"duplicate_check_fields\": [\"Email\"]\n}\n```\n\n**Setup:**\n1. Configure Zoho OAuth2 credentials\n2. If record with matching duplicate field exists, it updates; otherwise creates new\n\n**Output:**\nReturns record ID and status (created/updated)",
        "height": 238,
        "width": 389,
        "color": 4
      },
      "type": "n8n-nodes-base.stickyNote",
      "position": [
        96,
        332
      ],
      "typeVersion": 1,
      "id": "sticky-zoho-crm-upsert-record",
      "name": "Sticky Note"
    },
    {
      "parameters": {
        "method": "POST",
        "url": "=https://www.zohoapis.com/crm/v8/{{ $json.module }}/upsert",
        "authentication": "genericCredentialType",
        "genericAuthType": "oAuth2Api",
        "sendHeaders": true,
        "headerParameters": {
          "parameters": [
            {
              "name": "Content-Type",
              "value": "application/json"
            }
          ]
        },
        "sendBody": true,
        "specifyBody": "json",
        "jsonBody": "={\n  \"data\": [\n    {{ JSON.stringify($json.recordData) }}\n  ],\n  \"duplicate_check_fields\": {{ JSON.stringify($json.duplicate_check_fields || [\"Email\"]) }},\n  \"trigger\": {{ JSON.stringify($json.trigger || [\"workflow\"]) }}\n}",
        "options": {
          "response": {
            "response": {
              "responseFormat": "json"
            }
          }
        }
      },
      "id": "node-zoho-crm-upsert-record",
      "name": "Upsert Zoho CRM Record",
      "type": "n8n-nodes-base.httpRequest",
      "typeVersion": 4.1,
      "position": [
        368,
        400
      ],
      "credentials": {
        "oAuth2Api": {
          "id": "zoho-oauth2",
          "name": "Zoho OAuth2 API"
        }
      }
    }
  ],
  "connections": {},
  "pinData": {},
  "meta": {
    "templateCredsSetupCompleted": true,
    "instanceId": "zoho-crm-upsert-record-001"
  }
}
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      "name": "API Call Node",
      "id": "api-call",
      "icon": {
        "svg": "",
        "type": "SVG"
      },
      "description": "## 🔀 Upsert Record in Zoho CRM  **Usage:**"
    },
    "label": "Upsert Zoho CRM Record",
    "dependencies": {
      "node-fetch": "3.3.2"
    },
    "script": "import fetch from \"node-fetch\";\nexport default async function apiCall({\n    url,\n    method,\n    contentType,\n    authorization,\n    body,\n    shouldAwait,\n    queryParams,\n    customHeaders\n}: NodeInputs, {\n    logging\n}: NodeScriptOptions) : NodeOutput  {\n    const headers = {\n        \"Content-Type\": contentType,\n        ...customHeaders\n    };\n    if (authorization) headers[\"Authorization\"] = authorization;\n\n    let queryParamsString = '';\n    if (queryParams) {\n        queryParamsString = '?' + new URLSearchParams(queryParams).toString();\n    }\n\n    const fetchOptions = {\n        method,\n        headers\n    };\n\n    if (method !== 'GET') {\n        fetchOptions.body = JSON.stringify(body);\n    }\n\n    const fetchPromise = fetch(url + queryParamsString, fetchOptions);\n\n    if (!shouldAwait) {\n        return {\n            data: null\n        };\n    }\n\n    const response = await fetchPromise;\n    const data = await response.json();\n    return {\n        status: response.status,\n        data\n    };\n}",
    "inputs": {
      "properties": {
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          "type": "string",
          "description": "The HTTP method to use for the API call",
          "enum": [
            "GET",
            "POST",
            "PUT",
            "DELETE",
            "PATCH"
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                "value": "GET"
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              },
              {
                "label": "DELETE",
                "value": "DELETE"
              },
              {
                "label": "PATCH",
                "value": "PATCH"
              }
            ],
            "index": 0,
            "sensitive": false
          }
        },
        "url": {
          "description": "The URL of the API endpoint",
          "title": "URL",
          "type": "string",
          "buildship": {
            "index": 1
          }
        },
        "authorization": {
          "description": "The authorization header for the API call, if required (e.g., Bearer or Basic token)",
          "type": "string",
          "title": "Authorization",
          "buildship": {
            "sensitive": true,
            "index": 2
          }
        },
        "queryParams": {
          "default": {},
          "description": "The query parameters for the API call",
          "type": "object",
          "title": "Query Parameters",
          "buildship": {
            "index": 3,
            "sensitive": false
          }
        },
        "body": {
          "type": "object",
          "buildship": {
            "index": 4
          },
          "description": "The body to send with the API call",
          "title": "Body"
        },
        "contentType": {
          "enum": [
            "application/json",
            "application/x-www-form-urlencoded",
            "multipart/form-data",
            "text/plain"
          ],
          "description": "The content type of the API call",
          "title": "Content Type",
          "buildship": {
            "index": 5,
            "options": [
              {
                "label": "application/json",
                "value": "application/json"
              },
              {
                "value": "application/x-www-form-urlencoded",
                "label": "application/x-www-form-urlencoded"
              },
              {
                "label": "multipart/form-data",
                "value": "multipart/form-data"
              },
              {
                "label": "text/plain",
                "value": "text/plain"
              }
            ]
          },
          "type": "string"
        },
        "shouldAwait": {
          "description": "Whether to wait for the request to complete or not",
          "title": "Await?",
          "type": "boolean",
          "buildship": {
            "sensitive": false,
            "index": 6
          }
        },
        "customHeaders": {
          "type": "object",
          "description": "Additional custom headers for the API call",
          "title": "Custom Headers",
          "buildship": {
            "index": 7,
            "sensitive": false
          }
        }
      },
      "type": "object",
      "required": [
        "url",
        "shouldAwait",
        "method"
      ]
    },
    "integrations": [],
    "name": "API Call Node",
    "output": {
      "buildship": {},
      "properties": {
        "status": {
          "buildship": {
            "index": 0
          },
          "type": "number",
          "description": "The HTTP status of the API response",
          "title": "Status"
        },
        "data": {
          "buildship": {
            "index": 1
          },
          "title": "Data",
          "type": "object",
          "description": "The data object from the API response"
        }
      },
      "type": "object"
    },
    "isCollapsed": false,
    "type": "script",
    "values": {
      "method": "POST",
      "url": {
        "_$expression_": "`https://www.zohoapis.com/crm/v8/${ctx?.[\"root\"]?.[\"inputs\"]?.[\"body\"].module}/upsert`",
        "type": "javascript",
        "hasErrors": false
      },
      "authorization": {
        "_$expression_": "`Bearer ${(await getSecret(\"ANONYMIZED_SECRET\"))}`",
        "type": "javascript",
        "hasErrors": false
      },
      "queryParams": {},
      "body": {
        "_$expression_": "{\n  \"data\": [\n    {{ JSON.stringify($json.recordData) }}\n  ],\n  \"duplicate_check_fields\": {{ JSON.stringify($json.duplicate_check_fields || [\"Email\"]) }},\n  \"trigger\": {{ JSON.stringify($json.trigger || [\"workflow\"]) }}\n}",
        "type": "javascript",
        "hasErrors": false
      },
      "contentType": "application/json",
      "shouldAwait": true,
      "customHeaders": {
        "Content-Type": "application/json"
      }
    }
  }
]
{
  "subflows": [
    {
      "flow": [
        {
          "id": 123,
          "module": "http:ActionSendDataBasicAuth",
          "version": 3,
          "parameters": {
            "key": "ANONYMIZED_CREDENTIALS",
            "handleErrors": false,
            "useNewZLibDeCompress": true
          },
          "mapper": {
            "ca": "",
            "qs": [],
            "url": "https://www.zohoapis.com/crm/v8/{{1.module}}/upsert",
            "data": "{\n  \"data\": [\n    {{ JSON.stringify($json.recordData) }}\n  ],\n  \"duplicate_check_fields\": {{ JSON.stringify($json.duplicate_check_fields || [\"Email\"]) }},\n  \"trigger\": {{ JSON.stringify($json.trigger || [\"workflow\"]) }}\n}",
            "gzip": true,
            "method": "post",
            "headers": [
              {
                "name": "Content-Type",
                "value": "application/json"
              },
              {
                "name": "Authorization",
                "value": "Bearer {{ANONYMIZED_TOKEN}}"
              }
            ],
            "timeout": "",
            "useMtls": false,
            "bodyType": "raw",
            "contentType": "application/json",
            "serializeUrl": false,
            "shareCookies": false,
            "parseResponse": true,
            "followRedirect": true,
            "useQuerystring": false,
            "followAllRedirects": false,
            "rejectUnauthorized": true
          },
          "metadata": {
            "designer": {
              "x": 300,
              "y": 300,
              "name": "Upsert Record in Zoho CRM"
            },
            "restore": {
              "expect": {
                "qs": {
                  "mode": "chose",
                  "items": []
                },
                "method": {
                  "mode": "chose",
                  "label": "POST"
                },
                "headers": {
                  "mode": "chose",
                  "items": [
                    null,
                    null
                  ]
                },
                "bodyType": {
                  "label": "Raw"
                },
                "contentType": {
                  "label": "JSON (application/json)"
                }
              },
              "parameters": {
                "key": {
                  "label": "ANONYMIZED_CREDENTIALS"
                }
              }
            },
            "parameters": [
              {
                "name": "key",
                "type": "keychain:basicauth",
                "label": "Credentials",
                "required": true
              },
              {
                "name": "handleErrors",
                "type": "boolean",
                "label": "Evaluate all states as errors (except for 2xx and 3xx )",
                "required": true
              },
              {
                "name": "useNewZLibDeCompress",
                "type": "hidden"
              }
            ],
            "expect": [
              {
                "name": "url",
                "type": "url",
                "label": "URL",
                "required": true
              },
              {
                "name": "serializeUrl",
                "type": "boolean",
                "label": "Serialize URL",
                "required": true
              },
              {
                "name": "method",
                "type": "select",
                "label": "Method",
                "required": true,
                "validate": {
                  "enum": [
                    "get",
                    "head",
                    "post",
                    "put",
                    "patch",
                    "delete",
                    "options"
                  ]
                }
              },
              {
                "name": "headers",
                "spec": [
                  {
                    "name": "name",
                    "type": "text",
                    "label": "Name",
                    "required": true
                  },
                  {
                    "name": "value",
                    "type": "text",
                    "label": "Value"
                  }
                ],
                "type": "array",
                "label": "Headers"
              },
              {
                "name": "qs",
                "spec": [
                  {
                    "name": "name",
                    "type": "text",
                    "label": "Name",
                    "required": true
                  },
                  {
                    "name": "value",
                    "type": "text",
                    "label": "Value"
                  }
                ],
                "type": "array",
                "label": "Query String"
              },
              {
                "name": "bodyType",
                "type": "select",
                "label": "Body type",
                "validate": {
                  "enum": [
                    "raw",
                    "x_www_form_urlencoded",
                    "multipart_form_data"
                  ]
                }
              },
              {
                "name": "parseResponse",
                "type": "boolean",
                "label": "Parse response",
                "required": true
              },
              {
                "name": "contentType",
                "type": "select",
                "label": "Content type",
                "validate": {
                  "enum": [
                    "text/plain",
                    "application/json",
                    "application/xml",
                    "text/xml",
                    "text/html",
                    "custom"
                  ]
                }
              },
              {
                "name": "data",
                "type": "buffer",
                "label": "Request content"
              }
            ]
          }
        }
      ]
    }
  ],
  "metadata": {
    "version": 1
  }
}

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