Delete Multiple Records (Zoho CRM) activity

An activity that deletes the records from Zoho CRM.


Delete Multiple Records activity

Configure the Delete Multiple Records activity

To configure the Delete Multiple Records activity, do the procedure in this topic.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Zoho CRM tab.

    Open Zoho CRM tab
  3. On the Zoho CRM tab, drag the Delete Multiple Records activity onto your process.

    Drag Delete Multiple Records activity

General Configuration

Specifies the basic settings for the Delete Multiple Records activity.

Figure: General Configuration screen

General Configuration screen

Good to Know

  • Documentation for this screen is provided for completeness. The fields are mostly self-explanatory.

Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
This is a common configuration field that is used in many examples. Refer to:
  • Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Delete Multiple Records Configuration

Specifies an entity to delete the records from Zoho CRM.

Figure: Delete Multiple Records Configuration screen

Delete Multiple Records Configuration screen

Fields

Field Name Definition

Zoho

Function:
Specifies the access token that connects to your Zoho CRM application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None

Create Add Token icon

Opens this Screen:
Access Token for Zoho CRM
Function of this Screen:
Configure an access token to connect to Zoho CRM.

Entity Name

Function:
Specifies the name for your entity.
Accepted Values:
One line of text that can have spaces.
Default Value:
None

When you select the Zoho CRM access token, the name of the entity shows in the Entity Name field.

Accepts Process Data Variables:
No

Record IDs

Function:
Specifies the Zoho CRM entity ID.
Accepted Values:
  • A valid Zoho CRM entity ID.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, or other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?