search_records
Search across Zoho CRM and Books with flexible criteria like name, email, or phone to find accounts, contacts, deals, leads, customers, or invoices.
Instructions
Search across CRM and Books records using flexible criteria. Use for finding specific records by name, email, phone, or other fields.
Example: Search for contacts {"module": "contacts", "criteria": "john@example.com", "fields": ["id", "Full_Name", "Email"]}
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| page | No | Page number for pagination | |
| fields | No | Specific fields to return (e.g., ["id", "name", "email"]) | |
| module | Yes | Module name to search in (e.g., "accounts", "contacts", "deals", "leads", "customers", "invoices") | |
| criteria | Yes | Search criteria (e.g., "John Smith", "john@example.com", "555-1234") | |
| per_page | No | Number of results per page |