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ZOHO CRM- See last updated Contact - Coggle Diagram
ZOHO CRM- See last updated Contact
[Bot checks if user exists and is Active]
https://www.zohoapis.com/crm/v2/users/search?word={email_id}
[User Found and status is Active and Profile is Admin]
[BOT calls API to get All Contacts]
https://www.zohoapis.com/crm/v2/contacts?fields=Full_Name,Phone,Email,Mobile,Account_Name,Lead_Source,Owner&sort_order=desc&sort_by=Last_Activity_Time
Below are the Latest updated 10 Contacts:
[Carousel Card 10 results]
Contact Name:
<Full_Name>
Owner Name:
<Owner.Name>
Email
<Email (if Not NULL)>
Account
<Account Name (if Not NULL)>
Phone
<Phone (if Not NULL)>
Mobile
<Mobile (if Not NULL)>
Lead Source
<Lead_Source (if Not NULL)>
<btn> Show only My Contacts
<btn> Search for Contacts
[Show only My Contacts]
[BOT calls API to check contacts where user is Owner]
https://www.zohoapis.com/crm/v2/contacts/search?fields=Full_Name,Phone,Email,Mobile,Account_Name,Lead_Source,Owner&sort_order=desc&sort_by=Last_Activity_Time&criteria=(Owner.email:equals:{email}
)
[Search for Contacts]
[BOT calls API to get ALL Contacts]
https://www.zohoapis.com/crm/v2/contacts?fields=Full_Name
Below are the Contacts:
[Dropdown with Full Name and Search]
<Full Name1>
[Submit]
[submit]
[BOT calls API to get details for selected contact]
https://www.zohoapis.com/crm/v2/contacts/search?fields=Full_Name,Phone,Email,Mobile,Account_Name,Lead_Source,Owner&criteria=(Full_Name:equals:{full_name}
)
Below are the Contact details:
Contact Name:
<Full_Name>
Owner Name:
<Owner.Name>
Email
<Email (if Not NULL)>
Account
<Account Name (if Not NULL)>
Phone
<Phone (if Not NULL)>
Mobile
<Mobile(if Not NULL)>
Lead Source
<Lead_Source (if Not NULL)>
Anything else?
[User Found and status is Active and Profile is Standard]
[BOT calls API to check Contacts where user is Owner]
https://www.zohoapis.com/crm/v2/contacts/search?fields=Full_Name,Phone,Email,Mobile,Account_Name,Lead_Source,Owner&sort_order=desc&sort_by=Last_Activity_Time&criteria=(Owner.email:equals:{email}
)
Below are your Latest updated 10 Contacts:
[Carousel Card 10 results]
Contact Name:
<Full_Name>
Owner Name:
<Owner.Name>
Email
<Email (if Not NULL)>
Account
<Account Name (if Not NULL)>
Phone
<Phone (if Not NULL)>
Mobile
<Mobile(if Not NULL)>
Lead Source
<Lead_Source (if Not NULL)>
<btn> Show More
[Show More]
[If next record count =0]
No More contacts to show
Anything else?
[If next record count >=0]
[User Not Found or Status is Not Active]
Sorry you dont have access to add Notes
Anything else?