Zoho

Retrieves 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 specific criteria. The action supports both discrete pagination (page/per_page) for the first 2,000 deals and token-based pagi…

Untrusted display-only summary

Lists 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, reporting, or synchronization purposes. Note: In Zoho CRM UI, Events are displayed as 'Meetings'. Discrete pagination…

Untrusted display-only summary

Retrieves 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 to 2,000 leads) and token-based pagination for larger datasets.

Untrusted display-only summary

Lists 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_api_name selection and avoid INVALID_MODULE errors. Particularly useful for discovering custom modules and their exact…

Untrusted display-only summary

Retrieves 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 of which record they're attached to. Each note includes its title, content, creator, timestamps, and parent record refe…

Untrusted display-only summary

Tool 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 returns metadata only, not the actual file content.

Untrusted display-only summary

Retrieves 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. Supports both discrete pagination (up to 2,000 tasks) and token-based pagination for larger datasets. Notes: - Discre…

Untrusted display-only summary

Search 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 records by search parameters instead of listing all accounts. This avoids pagination limits and performs efficient ser…

Untrusted display-only summary

Search 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 instead of retrieving all calls, as it avoids pagination limits and performs efficient server-side filtering.

Untrusted display-only summary

Search 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. Use this action when you need to find specific contacts instead of listing all contacts.

Untrusted display-only summary

Search 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 of listing all deals, as it performs efficient server-side filtering and avoids pagination limits.

Untrusted display-only summary

Search 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, calls) based on conditions like date range, title, location, or participants, rather than listing all events. This perf…

Untrusted display-only summary

Search 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 instead of listing all leads. This performs efficient server-side filtering and avoids pagination limits.

Untrusted display-only summary

Search 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 based on title, content, creation date, parent record, or other note attributes, rather than listing all notes. This perfo…

Untrusted display-only summary

Search 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 instead of listing all tasks. This avoids pagination limits and performs efficient server-side filtering on the Tasks…

Untrusted display-only summary

Search 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 pagination limits and performs efficient server-side filtering.

Untrusted display-only summary

Updates 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 modify specific details of an existing account, such as contact information, address, ownership, or business details.…

Untrusted display-only summary

Updates 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 type, subject, or related contacts/leads. Use field API names (not display names) for all field updates. The 'id' field…

Untrusted display-only summary

Updates 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 fields included in the data parameter will be modified; other fields remain unchanged. Use when you have a specific deal…

Untrusted display-only summary

Updates 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, scheduling, or attachments of an existing email draft before sending. Supports updating up to 100 email drafts per API…

Untrusted display-only summary

Updates 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 related records (What_Id/Who_Id). The 'id' field is mandatory for each event, and only specified fields will be updated.

Untrusted display-only summary

Updates 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, or other lead-specific fields. Use field API names (not display names) for all field updates. The 'id' field is mandator…

Untrusted display-only summary

Updates 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 will be ignored if provided. Use this action when you need to modify the title or content of an existing note attached…

Untrusted display-only summary

Associates 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: - Associate Leads/Contacts with Campaigns (with member status) - Link Products to Deals/Quotes/Accounts - Connect Contac…

Untrusted display-only summary

Updates 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 for each record.

Untrusted display-only summary

Tool 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.

Untrusted display-only summary

Validates 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 before performing other operations. This is a read-only operation that confirms authentication without modifying any d…

Untrusted display-only summary