Stored Procedures
Stored procedures are function-like interfaces that extend the functionality of the server beyond simple SELECT/INSERT/UPDATE/DELETE operations with Zoho CRM.
Stored procedures accept a list of parameters, perform their intended function, and then return any relevant response data from Zoho CRM, along with an indication of whether the procedure succeeded or failed.
CData MCP Server for Zoho CRM Stored Procedures
| Name | Description |
| ConvertLead | Transforms a qualified lead into related contact, account, and deal records in one step. |
| CreateSchema | Generates a schema definition file for a specified table or view to aid external integrations and documentation. |
| DeleteFile | Detaches and permanently removes a file attached to a specified CRM record. |
| DelinkRelatedRecords | Breaks the association between two linked records, such as removing a contact from a deal. |
| DownloadFile | Downloads an attachment from a CRM record to local storage. |
| GetOAuthAccessToken | Gets the OAuth access token from ZohoCRM. |
| GetOAuthAuthorizationURL | Gets the authorization URL. Access the URL returned in the output in an Internet browser. This requests the access token that can be used as part of the connection string. |
| LinkRelatedRecords | Creates a relationship between two records across modules, such as linking a quote to a deal. |
| RefreshOAuthAccessToken | Refreshes the OAuth access token used for authentication with various ZohoCRM services. |
| TransferAndDeletePipeline | Deletes a pipeline and reassigns all of its stages to a target pipeline, preserving existing deal associations. |
| UploadFile | Uploads a local file and attaches it to a chosen CRM record, making the document available to users and automation. |