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Get Accounts

AutomatR.Zoho.Activities.GetAccounts

The "Get Accounts" activity in AutomatR is part of the Zoho activities package, designed to retrieve information about multiple accounts from Zoho CRM. This activity streamlines the process of fetching accounts data, enhancing automation workflows.

Properties​

NameDescription
Misc
Display NameProvides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name.
Optional
DelayEnter the wait time in seconds (Example: 5 seconds, i.e., 5) to start the activity.
Output
ResponseOutputs the list of accounts retrieved from Zoho CRM. Variables of type AccountModels to store the accounts information.

How to Use​

  1. Drag and drop the "Get Accounts" activity onto the workflow.
  2. Optionally, configure the delay and customize the display name.
  3. Execute the workflow to retrieve a list of accounts from Zoho CRM.

Example​

Consider an example where the "Get Accounts" activity is used to retrieve information for all approved accounts from Zoho CRM:

Get Accounts:
  Delay: 0
  Response: accountsList

In this example, the activity attempts to retrieve the details of all approved accounts from Zoho CRM. The delay is set to 0, indicating that the activity should start immediately. The result, i.e., the list of accounts, is stored in the accountsList variable for further handling in the workflow.