Zoho

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

Untrusted display-only summary

Creates 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.

Untrusted display-only summary

Creates 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. Required fields are Deal_Name and Stage; all other fields are optional. The deal will be assigned to the authenticated user u…

Untrusted display-only summary

Creates 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 communications associated with CRM records (Leads, Contacts, Deals, etc.) that will be reviewed and sent later. The draft will be v…

Untrusted display-only summary

Creates 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. All events require an event title, start time, and end time at minimum.

Untrusted display-only summary

Creates 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, typically after capturing lead information from a web form, email, or other lead generation source. The action returns th…

Untrusted display-only summary

Creates 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, or text-based documentation to a record in Zoho CRM. The note will be visible in the record's Notes related list.

Untrusted display-only summary

Creates 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.

Untrusted display-only summary

Creates 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 unique names within a module and can be assigned custom colors from a predefined palette. Creating a tag does not appl…

Untrusted display-only summary

Deletes 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 longer needed or was created in error. This action is irreversible — the account cannot be recovered once deleted.

Untrusted display-only summary

Deletes 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 associated subforms and related data are automatically deleted.

Untrusted display-only summary

Deletes 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 will be moved to the recycle bin initially and can be restored from there within the configured retention period (typic…

Untrusted display-only summary

Retrieves 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 account's information by its ID rather than searching or listing multiple accounts. Unlike bulk record retrieval, this a…

Untrusted display-only summary

Retrieves 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, participants, outcome, and associated contacts or deals. This action is read-only and does not modify any data.

Untrusted display-only summary

Retrieves 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 when you need to fetch detailed information about a specific contact using its record ID.

Untrusted display-only summary

Retrieves 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 including recipients, subject, content, attachments, and scheduling details.

Untrusted display-only summary

Retrieves 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 information about a specific event/meeting, including participants, location, timing, and related records. The response incl…

Untrusted display-only summary

Retrieves 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. Returns organization, user, alias, and chat email addresses configured in the CRM.

Untrusted display-only summary

Retrieves 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 updating records, avoiding INVALID_DATA errors. Returns information about standard fields, custom fields, lookup fields, pic…

Untrusted display-only summary

Retrieves 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 detailed information about a specific note, such as reading meeting notes, viewing customer interaction summaries, or accessi…

Untrusted display-only summary

Retrieves 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 email metadata such as subject, sender, recipients, timestamps, and status information. Supports pagination for records…

Untrusted display-only summary

Retrieves 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. Returns api_name, display_label, href, and other details for each related list available in the module.

Untrusted display-only summary

Fetch 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 related list you want to access. Supports pagination for large result sets (up to 2,000 records with page/per_page, unlimited…

Untrusted display-only summary

Retrieves 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 fetching individual records. Use this action when you need to fetch detailed information about a single task using its uniqu…

Untrusted display-only summary

Retrieves 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 information about a specific user by ID, or use 'me' as the user_id to get the currently authenticated user's details.

Untrusted display-only summary

Retrieves 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 via page_token from the previous response's info.next_page_token. - Do not use page together with page_token. - You cann…

Untrusted display-only summary

Tool 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 workflows.

Untrusted display-only summary

Retrieves 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 by territory, approval status, or custom views. Supports both discrete pagination (first 2,000 records) and token-based…

Untrusted display-only summary

Retrieves 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. Call records represent phone call activities associated with Contacts, Leads, or other CRM records.

Untrusted display-only summary

Retrieves 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 focused on the Contacts module with contact-specific field defaults and optimizations. For retrieving records from other mod…

Untrusted display-only summary