Zoho for AI agents
Agents read Zoho at once. Changes and sends are held for a person's approval by default.
About Zoho
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
What an agent can do in Zoho
Every Zoho action is classed by the platform as a read, a change or a send. Reads run at once. Changes and sends are held for a person by default.
Runs at once (reads)
Looks things up in Zoho without asking first. 38 actions.
- Get Zoho CRM AccountRetrieves a specific Account record from Zoho CRM by its unique identifier. Returns complete account details including all standard and custom fields. Use this action when you need to fetch a single a
- Get Zoho CRM ContactRetrieves a single contact record by ID from Zoho CRM. Returns the complete contact details including owner information, account associations, address fields, and all custom fields. Use this action wh
- Get Zoho CRM Custom ViewsList custom views for a Zoho CRM module or inspect one view by ID.
- Get Zoho EventRetrieves a specific event record from Zoho CRM by its unique identifier. Returns complete event details including all standard and custom fields. Use this action when you need to fetch detailed infor
- Get From AddressesRetrieves the list of from addresses configured for email operations in Zoho CRM. Use this action when you need to get available email addresses for sending emails or configuring email settings. Retur
- Get Zoho CRM NoteRetrieves a single note by its unique identifier from Zoho CRM. Returns the note's title, content, parent record reference, owner details, and timestamps. Use this action when you need to fetch detail
- Get Zoho CRM ProductRetrieve one Zoho CRM Product by record ID.
- Get Zoho CRM Record EmailsRetrieves all emails associated with a specific record in Zoho CRM. Use this action when you need to fetch email history for a lead, contact, account, deal, or other CRM record. The response includes
- Get Zoho CRM Record TimelineRetrieve chronological field and related-record history for a Zoho CRM record.
- Get Zoho CRM Related Lists MetadataRetrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. R
- Get Zoho CRM Related RecordsFetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name. Use ZOHO_GET_RELATED_LISTS first to discover the correct api_name for the relate
- Get Zoho CRM TaskRetrieves a specific task record by its ID from Zoho CRM. Returns complete task data including all standard and custom fields, subforms, and multi-user lookup fields that are only available when fetch
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- Get Zoho CRM UserRetrieves a specific user from Zoho CRM by their user ID. Returns detailed user information including name, email, role, profile, status, and preferences. Use this action when you need to fetch inform
- Get Zoho CRM UsersTool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM wor
- List Zoho CRM AccountsRetrieves a list of account records from Zoho CRM with pagination and filtering support. Use this action when you need to fetch multiple account records from the Accounts module, optionally filtered b
- List Zoho CRM CallsRetrieves Call activity records from Zoho CRM with pagination support. Use this action when you need to list calls logged in the CRM, filter by custom views, or retrieve specific Call records by ID. C
- List ContactsRetrieves contact records from Zoho CRM with support for pagination, filtering, and sorting. Use this action when you need to fetch a list of contacts from Zoho CRM. This is a specialized action focus
- List DealsRetrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination. Use this action when you need to fetch deal records from Zoho CRM, whether all deals or filtered by specifi
- List Zoho CRM EventsLists events (meetings) from Zoho CRM with pagination and filtering support. Use this action when you need to retrieve scheduled events, meetings, or appointments from Zoho CRM for calendar management
- List Zoho CRM LeadsRetrieves lead records from Zoho CRM's Leads module with pagination support. Use this action when you need to list, filter, or paginate through leads in the CRM. Supports both discrete pagination (up
- List Zoho CRM ModulesLists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_
- List Zoho CRM NotesRetrieves a list of notes from Zoho CRM across all modules. Notes are returned in chronological order (oldest first by default). Use this action when you need to view all notes in the CRM, regardless
- List Attachments for Zoho CRM RecordTool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This retur
- List Zoho CRM TasksRetrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting. Use this action when you need to fetch a list of tasks, either all tasks or specific tasks by IDs
- Search Zoho CRM AccountsSearch for Account records within Zoho CRM using server-side queries. Returns accounts matching the specified criteria, email, phone, or keyword. Use this action when you need to find specific account
- Search Zoho CRM CallsSearch for Call records in Zoho CRM using server-side queries. Returns calls matching the specified criteria, email, phone, or keyword. Use this action when you need to find specific Call records inst
- Search Zoho CRM ContactsSearch for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword. This action performs efficient server-side filtering in the Contacts module, avoiding pagination limits
- Search Deals in Zoho CRMSearch for Deal records in Zoho CRM using server-side queries. Supports searching by criteria (field conditions), email, phone, or keyword. Use this action when you need to find specific deals instead
- Search EventsSearch for Events in Zoho CRM using server-side queries. Supports searching by field criteria, email, phone, or keyword. Use this action when you need to find specific events (meetings, appointments,
- Search LeadsSearch for lead records in Zoho CRM using server-side queries. Use this action when you need to find specific leads by criteria (field conditions), email address, phone number, or keyword search inste
- Search NotesSearch for notes in Zoho CRM using server-side queries. Allows searching notes by criteria (field conditions), keyword, email, or phone number. Use this action when you need to find specific notes bas
- Search Zoho CRM TasksSearch for tasks in Zoho CRM using flexible criteria including subject, status, priority, or due date. Use this action when you need to find specific task records by criteria, email, phone, or keyword
- Search Zoho CRM RecordsSearch for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagi
- Validate Zoho CRM CredentialsValidates Zoho CRM credentials by retrieving current user information. Returns user details if credentials are valid. Use this action when you need to verify that API credentials are working correctly
- Get CallRetrieves a specific Call record by its unique identifier from Zoho CRM. Use this action when you need to fetch detailed information about a particular call, including its subject, duration, type, par
- Get Email Drafts for Zoho CRM RecordRetrieves email drafts associated with a specific record in Zoho CRM. Use this action when you need to view unsent email drafts that have been composed for a CRM record. This returns draft metadata in
- Get Zoho CRM Module Fields MetadataRetrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updat
- Get Zoho CRM RecordsRetrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination v
Held for approval by default (changes and sends)
Held for a person's approval by default. The approval is recorded and the action is sent once, never twice, with 10 seconds to undo. 24 actions.
- Create Contact in Zoho CRMCreates a new contact record in Zoho CRM. Use this action when you need to add a new contact to the CRM system. The Last_Name field is mandatory and must be provided with a non-empty value.
- Create Deal in Zoho CRMCreates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Requir
- Create Email Draft in Zoho CRMCreates email drafts for a specific record in Zoho CRM. Email drafts are saved but not sent, allowing for review and editing before sending. Use this action when you need to prepare email communicatio
- Create Zoho EventCreates a new Event record in Zoho CRM. Events represent scheduled activities like meetings, calls, or appointments. Use this action when you need to schedule a new event or meeting in the CRM system.
- Create Lead in Zoho CRMCreates a new lead record in Zoho CRM with the specified details. The only mandatory field is Last_Name - all other fields are optional. Use this action when you need to add a new lead to Zoho CRM, ty
- Create Note in Zoho CRMCreates a new note attached to a specific record in Zoho CRM. Notes are text annotations that can be added to any standard or custom module record. Use this action when you need to add notes, comments
- Delete Zoho AccountDeletes an existing account record from Zoho CRM. This action permanently removes the account and cannot be undone through the API. Use this action when you need to remove an account record that is no
- Delete Zoho CRM ContactDeletes a contact from Zoho CRM. This action is irreversible — the contact cannot be recovered once deleted. Use this action when you need to permanently remove a contact record from the CRM. All asso
- Delete Zoho CRM LeadMove one Zoho CRM Lead record to the recycle bin.
- Merge Zoho CRM LeadsMerge duplicate leads into a retained master lead and delete the child leads.
- Update Zoho CRM AccountUpdates an existing Account record in Zoho CRM with the specified field values. Only the fields provided in the request will be updated; other fields remain unchanged. Use this action when you need to
- Update Zoho CRM DealUpdates an existing deal in Zoho CRM. Use this action when you need to modify specific fields of a deal record, such as updating the deal amount, stage, closing date, or associated account. Only the f
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- Update Zoho CRM Email DraftUpdates an existing email draft associated with a record in Zoho CRM. Requires the draft ID, sender address, and text format. Use this action when you need to modify the recipients, subject, content,
- Update Zoho CRM EventUpdates existing events in Zoho CRM. Supports updating up to 100 events per API call. Use this action when you need to modify event details such as title, start/end times, location, participants, or r
- Update LeadUpdates existing lead records in Zoho CRM. Supports updating up to 100 leads per API call. Use this action when you need to modify lead information such as contact details, lead status, lead source, o
- Upload Attachment to Zoho CRM RecordTool to upload a file as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) in a record's Attachments section.
- Convert Zoho CRM LeadConverts a lead into a contact, account, and optionally a deal in Zoho CRM.
- Create Zoho CRM RecordCreates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.
- Create Zoho CRM TagCreates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have
- Delete Zoho CRM DealDeletes a deal record from Zoho CRM. This action is irreversible — once deleted, the deal cannot be recovered. Use this action when you need to permanently remove a deal from the CRM system. The deal
- Update Zoho CRM CallUpdates existing call records in the Calls module in Zoho CRM. Supports updating up to 100 call records per API call. Use this action when you need to modify call details such as call duration, call t
- Update Zoho CRM NoteUpdates an existing note in Zoho CRM. Only the Note_Title and Note_Content fields can be modified. Read-only fields (Owner, Modified_Time, Created_Time, Modified_By, Created_By) cannot be updated and
- Update Related Records in Zoho CRMAssociates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: -
- Update Zoho CRM RecordUpdates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory
Changes wait in Needs you
Changes and sends in Zoho are held for a person's approval by default. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
Related connectors
Zoho questions
Can an agent change data in Zoho on its own?
Not by default. Changes and sends in Zoho are held for a person's approval. The approval is recorded, and the action is sent once, never twice, with 10 seconds to undo.
What can an agent read in Zoho?
This connector lists 38 read actions. Reads run at once, without waiting for approval.
How does Zoho connect?
It connects with OAuth 2.0. Connectors are built and maintained by third-party developers; availability is confirmed during scoping.