Integrations

Zoho

60 actions for Zoho.

Add Attachment to Zoho#

Adds an attachment to a module record in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoAddAttachment

Inputs#

FieldTypeRequiredDefaultWhat it does
ModuleTextNoContactsThe Zoho CRM module to attach the file to. Options: Leads, Contacts, Accounts, Potentials, Cases
Record IDTextYes(empty)The ID of the record to attach the file to (required).
File URLTextYes(empty)URL of the file to download and attach (required).
File NameTextYes(empty)Name for the attachment (required).

Outputs#

OutputType
Attachment IdText
Attachment DataObject

Use as an agent tool#

Tool name: zoho_add_attachment

Add an attachment to a module record in Zoho CRM

Convert Lead in Zoho#

Converts a lead to Contact, Account, and optionally Deal in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoConvertLead

Inputs#

FieldTypeRequiredDefaultWhat it does
Lead IDTextYes(empty)The ID of the lead to convert.
Conversion DataObjectNo—Optional conversion data as JSON (e.g., Deal details).

Outputs#

OutputType
Lead IdText
Contact IdAny
Account IdAny
Deal IdAny
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_convert_lead

Convert a lead to Contact, Account, and Deal in Zoho CRM

Create Account in Zoho#

Creates a new account in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateAccount

Inputs#

FieldTypeRequiredDefaultWhat it does
Account NameTextYes(empty)Name of the account (required).
PhoneTextNo(empty)Phone number of the account.
WebsiteTextNo(empty)Website URL of the account.
IndustryTextNo(empty)Industry of the account.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Account IdText
Account DataObject

Use as an agent tool#

Tool name: zoho_create_account

Create a new account in Zoho CRM

Create Case in Zoho#

Creates a new case in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateCase

Inputs#

FieldTypeRequiredDefaultWhat it does
SubjectTextYes(empty)Subject of the case (required).
StatusTextNo(empty)Status of the case.
PriorityTextNo(empty)Priority of the case.
Case OriginTextNo(empty)Origin of the case.
DescriptionTextNo(empty)Description of the case.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Case IdText
Case DataObject

Use as an agent tool#

Tool name: zoho_create_case

Create a new case in Zoho CRM

Create Contact in Zoho#

Creates a new contact in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateContact

Inputs#

FieldTypeRequiredDefaultWhat it does
Last NameTextYes(empty)Last name of the contact (required).
First NameTextNo(empty)First name.
EmailTextNo(empty)Email address.
PhoneTextNo(empty)Phone number.
DepartmentTextNo(empty)Department.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Contact IdText
Contact DataObject

Use as an agent tool#

Tool name: zoho_create_contact

Create a new contact in Zoho CRM

Create Contact Role in Zoho#

Creates a new contact role in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateContactRole

Inputs#

FieldTypeRequiredDefaultWhat it does
Role NameTextYes(empty)Name of the contact role (required).
Sequence NumberNumberNo—Sequence number for the contact role (optional).

Outputs#

OutputType
Contact Role IdText
Contact Role DataObject

Use as an agent tool#

Tool name: zoho_create_contact_role

Create a new contact role in Zoho CRM

Create Event in Zoho#

Creates a new event in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateEvent

Inputs#

FieldTypeRequiredDefaultWhat it does
Event TitleTextYes(empty)Title of the event (required).
VenueTextNo(empty)Venue of the event.
Start DateTimeTextNo(empty)Start date and time (ISO format).
End DateTimeTextNo(empty)End date and time (ISO format).
DescriptionTextNo(empty)Event description.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Event IdText
Event DataObject

Use as an agent tool#

Tool name: zoho_create_event

Create a new event in Zoho CRM

Create Lead in Zoho#

Creates a new lead in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateLead

Inputs#

FieldTypeRequiredDefaultWhat it does
Last NameTextYes(empty)Last name of the lead (required).
First NameTextNo(empty)First name of the lead.
EmailTextNo(empty)Email address of the lead.
CompanyTextNo(empty)Company name of the lead.
PhoneTextNo(empty)Phone number of the lead.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Lead IdText
Lead DataObject

Use as an agent tool#

Tool name: zoho_create_lead

Create a new lead in Zoho CRM

Create Potential in Zoho#

Creates a new potential (deal) in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreatePotential

Inputs#

FieldTypeRequiredDefaultWhat it does
Deal NameTextYes(empty)Name of the potential/deal (required).
StageTextNo(empty)Stage of the deal.
TypeTextNo(empty)Type of the potential.
AmountTextNo(empty)Deal amount.
Closing DateTextNo(empty)Expected closing date (YYYY-MM-DD).
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Potential IdText
Potential DataObject

Use as an agent tool#

Tool name: zoho_create_potential

Create a new potential (deal) in Zoho CRM

Create Purchase Order in Zoho#

Creates a new purchase order in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreatePurchaseOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
SubjectTextYes(empty)Subject of the purchase order (required).
Vendor NameTextNo(empty)Name of the vendor.
StatusTextNo(empty)Status of the purchase order.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Purchase Order IdText
Purchase Order DataObject

Use as an agent tool#

Tool name: zoho_create_purchase_order

Create a new purchase order in Zoho CRM

Create Sales Order in Zoho#

Creates a new sales order in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateSalesOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
SubjectTextYes(empty)Subject of the sales order (required).
StatusTextNo(empty)Status of the sales order.
Account NameTextNo(empty)Account name.
Contact NameTextNo(empty)Contact name.
Deal NameTextNo(empty)Deal name.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Sales Order IdText
Sales Order DataObject

Use as an agent tool#

Tool name: zoho_create_sales_order

Create a new sales order in Zoho CRM

Create Solution in Zoho#

Creates a new solution in Zoho CRM with the specified fields.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoCreateSolution

Inputs#

FieldTypeRequiredDefaultWhat it does
Solution TitleTextYes(empty)Title of the solution (required).
QuestionTextNo(empty)Question for the solution.
AnswerTextNo(empty)Answer for the solution.
StatusTextNo(empty)Status of the solution.
Additional FieldsObjectNo—Additional fields as JSON object.

Outputs#

OutputType
Solution IdText
Solution DataObject

Use as an agent tool#

Tool name: zoho_create_solution

Create a new solution in Zoho CRM

Delete Account from Zoho#

Deletes an account from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteAccount

Inputs#

FieldTypeRequiredDefaultWhat it does
Account IDTextYes(empty)The ID of the account to delete.

Outputs#

OutputType
Account IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_account

Delete an account from Zoho CRM

Delete Case from Zoho#

Deletes a case from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteCase

Inputs#

FieldTypeRequiredDefaultWhat it does
Case IDTextYes(empty)The ID of the case to delete.

Outputs#

OutputType
Case IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_case

Delete a case from Zoho CRM

Delete Contact from Zoho#

Deletes a contact from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteContact

Inputs#

FieldTypeRequiredDefaultWhat it does
Contact IDTextYes(empty)The ID of the contact to delete.

Outputs#

OutputType
Contact IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_contact

Delete a contact from Zoho CRM

Delete Contact Role from Zoho#

Deletes a contact role from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteContactRole

Inputs#

FieldTypeRequiredDefaultWhat it does
Contact Role IDTextYes(empty)The ID of the contact role to delete.

Outputs#

OutputType
Contact Role IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_contact_role

Delete a contact role from Zoho CRM

Delete Event from Zoho#

Deletes an event from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteEvent

Inputs#

FieldTypeRequiredDefaultWhat it does
Event IDTextYes(empty)The ID of the event to delete.

Outputs#

OutputType
Event IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_event

Delete an event from Zoho CRM

Delete Lead from Zoho#

Deletes a lead from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteLead

Inputs#

FieldTypeRequiredDefaultWhat it does
Lead IDTextYes(empty)The ID of the lead to delete.

Outputs#

OutputType
Lead IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_lead

Delete a lead from Zoho CRM

Delete Potential from Zoho#

Deletes a potential (deal) from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeletePotential

Inputs#

FieldTypeRequiredDefaultWhat it does
Potential IDTextYes(empty)The ID of the potential to delete.

Outputs#

OutputType
Potential IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_potential

Delete a potential (deal) from Zoho CRM

Delete Purchase Order from Zoho#

Deletes a purchase order from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeletePurchaseOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
Purchase Order IDTextYes(empty)The ID of the purchase order to delete.

Outputs#

OutputType
Purchase Order IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_purchase_order

Delete a purchase order from Zoho CRM

Delete Sales Order from Zoho#

Deletes a sales order from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteSalesOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
Sales Order IDTextYes(empty)The ID of the sales order to delete.

Outputs#

OutputType
Sales Order IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_sales_order

Delete a sales order from Zoho CRM

Delete Solution from Zoho#

Deletes a solution from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoDeleteSolution

Inputs#

FieldTypeRequiredDefaultWhat it does
Solution IDTextYes(empty)The ID of the solution to delete.

Outputs#

OutputType
Solution IdText
SuccessYes/No
Response DataObject

Use as an agent tool#

Tool name: zoho_delete_solution

Delete a solution from Zoho CRM

Find Account in Zoho#

Finds accounts in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindAccount

Inputs#

FieldTypeRequiredDefaultWhat it does
Account NameTextNo(empty)Account name to search for.
IndustryTextNo(empty)Industry to search for.
Employee CountNumberNo0Employee count to search for.
PhoneTextNo(empty)Phone number to search for.

Outputs#

OutputType
AccountsList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_account

Find accounts in Zoho CRM matching criteria

Find Case in Zoho#

Finds cases in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindCase

Inputs#

FieldTypeRequiredDefaultWhat it does
DescriptionTextNo(empty)Description to search for.
StatusTextNo(empty)Status to search for.
Internal CommentsTextNo(empty)Internal comments to search for.
Reported ByTextNo(empty)Reported by to search for.
Number of CommentsNumberNo—Number of comments to search for.
PriorityTextNo(empty)Priority to search for.
Case OriginTextNo(empty)Case origin to search for.
SubjectTextNo(empty)Subject to search for.
SolutionTextNo(empty)Solution to search for.

Outputs#

OutputType
CasesList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_case

Find cases in Zoho CRM matching criteria

Find Contact in Zoho#

Finds contacts in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindContact

Inputs#

FieldTypeRequiredDefaultWhat it does
EmailTextNo(empty)Email address to search for.
DepartmentTextNo(empty)Department to search for.
Full NameTextNo(empty)Full name to search for.
First NameTextNo(empty)First name to search for.
Last NameTextNo(empty)Last name to search for.
TitleTextNo(empty)Title to search for.

Outputs#

OutputType
ContactsList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_contact

Find contacts in Zoho CRM matching criteria

Find Event in Zoho#

Finds events in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindEvent

Inputs#

FieldTypeRequiredDefaultWhat it does
Check-in StatusTextNo(empty)Check-in status to search for.
VenueTextNo(empty)Venue to search for.
Event TitleTextNo(empty)Event title to search for.
Meeting VenueTextNo(empty)Meeting venue to search for.

Outputs#

OutputType
EventsList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_event

Find events in Zoho CRM matching criteria

Find Lead in Zoho#

Finds leads in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindLead

Inputs#

FieldTypeRequiredDefaultWhat it does
EmailTextNo(empty)Email address to search for.
CompanyTextNo(empty)Company name to search for.
Full NameTextNo(empty)Full name to search for.
CityTextNo(empty)City to search for.

Outputs#

OutputType
LeadsList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_lead

Find leads in Zoho CRM matching criteria

Find Potential in Zoho#

Finds potentials (deals) in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindPotential

Inputs#

FieldTypeRequiredDefaultWhat it does
TypeTextNo(empty)Type of the potential to search for.
Deal NameTextNo(empty)Deal name to search for.
StageTextNo(empty)Stage to search for.

Outputs#

OutputType
PotentialsList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_potential

Find potentials (deals) in Zoho CRM matching criteria

Find Purchase Order in Zoho#

Finds purchase orders in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindPurchaseOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
StatusTextNo(empty)Status to search for.
SubjectTextNo(empty)Subject to search for.
Sub TotalTextNo(empty)Sub total to search for.
Vendor NameTextNo(empty)Vendor name to search for.
Billing CityTextNo(empty)Billing city to search for.
Shipping CityTextNo(empty)Shipping city to search for.
Billing CountryTextNo(empty)Billing country to search for.
Shipping CountryTextNo(empty)Shipping country to search for.

Outputs#

OutputType
Purchase OrdersList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_purchase_order

Find purchase orders in Zoho CRM matching criteria

Find Sales Order in Zoho#

Finds sales orders in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindSalesOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
StatusTextNo(empty)Status to search for.
SubjectTextNo(empty)Subject to search for.
Sub TotalTextNo(empty)Sub total to search for.
Deal NameTextNo(empty)Deal name to search for.
Billing CityTextNo(empty)Billing city to search for.
Shipping CityTextNo(empty)Shipping city to search for.
Billing CountryTextNo(empty)Billing country to search for.
Shipping CountryTextNo(empty)Shipping country to search for.

Outputs#

OutputType
Sales OrdersList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_sales_order

Find sales orders in Zoho CRM matching criteria

Find Solution in Zoho#

Finds solutions in Zoho CRM matching specified criteria.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoFindSolution

Inputs#

FieldTypeRequiredDefaultWhat it does
StatusTextNo(empty)Status to search for.
QuestionTextNo(empty)Question to search for.
AnswerTextNo(empty)Answer to search for.
Solution TitleTextNo(empty)Solution title to search for.
Number of CommentsNumberNo—Number of comments to search for.

Outputs#

OutputType
SolutionsList
Total CountNumber

Use as an agent tool#

Tool name: zoho_find_solution

Find solutions in Zoho CRM matching criteria

Get Account from Zoho#

Gets an account by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetAccount

Inputs#

FieldTypeRequiredDefaultWhat it does
Account IDTextYes(empty)The ID of the account to retrieve.

Outputs#

OutputType
Account IdText
Account DataObject

Use as an agent tool#

Tool name: zoho_get_account

Get an account by ID from Zoho CRM

Get Case from Zoho#

Gets a case by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetCase

Inputs#

FieldTypeRequiredDefaultWhat it does
Case IDTextYes(empty)The ID of the case to retrieve.

Outputs#

OutputType
Case IdText
Case DataObject

Use as an agent tool#

Tool name: zoho_get_case

Get a case by ID from Zoho CRM

Get Contact from Zoho#

Gets a contact by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetContact

Inputs#

FieldTypeRequiredDefaultWhat it does
Contact IDTextYes(empty)The ID of the contact to retrieve.

Outputs#

OutputType
Contact IdText
Contact DataObject

Use as an agent tool#

Tool name: zoho_get_contact

Get a contact by ID from Zoho CRM

Get Contact Role from Zoho#

Gets a contact role by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetContactRole

Inputs#

FieldTypeRequiredDefaultWhat it does
Contact Role IDTextYes(empty)The ID of the contact role to retrieve.

Outputs#

OutputType
Contact Role IdText
Contact Role DataObject

Use as an agent tool#

Tool name: zoho_get_contact_role

Get a contact role by ID from Zoho CRM

Get Event from Zoho#

Gets an event by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetEvent

Inputs#

FieldTypeRequiredDefaultWhat it does
Event IDTextYes(empty)The ID of the event to retrieve.

Outputs#

OutputType
Event IdText
Event DataObject

Use as an agent tool#

Tool name: zoho_get_event

Get an event by ID from Zoho CRM

Get Lead from Zoho#

Gets a lead by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetLead

Inputs#

FieldTypeRequiredDefaultWhat it does
Lead IDTextYes(empty)The ID of the lead to retrieve.

Outputs#

OutputType
Lead IdText
Lead DataObject

Use as an agent tool#

Tool name: zoho_get_lead

Get a lead by ID from Zoho CRM

Get Potential from Zoho#

Gets a potential (deal) by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetPotential

Inputs#

FieldTypeRequiredDefaultWhat it does
Potential IDTextYes(empty)The ID of the potential to retrieve.

Outputs#

OutputType
Potential IdText
Potential DataObject

Use as an agent tool#

Tool name: zoho_get_potential

Get a potential (deal) by ID from Zoho CRM

Get Purchase Order from Zoho#

Gets a purchase order by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetPurchaseOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
Purchase Order IDTextYes(empty)The ID of the purchase order to retrieve.

Outputs#

OutputType
Purchase Order IdText
Purchase Order DataObject

Use as an agent tool#

Tool name: zoho_get_purchase_order

Get a purchase order by ID from Zoho CRM

Get Sales Order from Zoho#

Gets a sales order by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetSalesOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
Sales Order IDTextYes(empty)The ID of the sales order to retrieve.

Outputs#

OutputType
Sales Order IdText
Sales Order DataObject

Use as an agent tool#

Tool name: zoho_get_sales_order

Get a sales order by ID from Zoho CRM

Get Solution from Zoho#

Gets a solution by ID from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoGetSolution

Inputs#

FieldTypeRequiredDefaultWhat it does
Solution IDTextYes(empty)The ID of the solution to retrieve.

Outputs#

OutputType
Solution IdText
Solution DataObject

Use as an agent tool#

Tool name: zoho_get_solution

Get a solution by ID from Zoho CRM

List Accounts from Zoho#

Lists accounts from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListAccounts

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Account_Name”, “Phone”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Number of records per page (default: 200, max: 200).

Outputs#

OutputType
AccountsList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_accounts

List accounts from Zoho CRM

List Cases from Zoho#

Lists cases from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListCases

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Subject”, “Status”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Records per page (default: 200, max: 200).

Outputs#

OutputType
CasesList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_cases

List cases from Zoho CRM

List Contact Roles from Zoho#

Lists all contact roles from Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListContactRoles

Outputs#

OutputType
Contact RolesList
Total CountNumber

Use as an agent tool#

Tool name: zoho_list_contact_roles

List all contact roles from Zoho CRM

List Contacts from Zoho#

Lists contacts from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListContacts

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Last_Name”, “Email”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Records per page (default: 200, max: 200).

Outputs#

OutputType
ContactsList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_contacts

List contacts from Zoho CRM

List Events from Zoho#

Lists events from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListEvents

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Event_Title”, “Venue”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Records per page (default: 200, max: 200).

Outputs#

OutputType
EventsList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_events

List events from Zoho CRM

List Leads from Zoho#

Lists leads from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListLeads

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Last_Name”, “Email”, “Company”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Number of records per page (default: 200, max: 200).

Outputs#

OutputType
LeadsList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_leads

List leads from Zoho CRM

List Potentials from Zoho#

Lists potentials (deals) from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListPotentials

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Deal_Name”, “Stage”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Records per page (default: 200, max: 200).

Outputs#

OutputType
PotentialsList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_potentials

List potentials (deals) from Zoho CRM

List Purchase Orders from Zoho#

Lists purchase orders from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListPurchaseOrders

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Subject”, “Status”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Records per page (default: 200, max: 200).

Outputs#

OutputType
Purchase OrdersList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_purchase_orders

List purchase orders from Zoho CRM

List Sales Orders from Zoho#

Lists sales orders from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListSalesOrders

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Subject”, “Status”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Records per page (default: 200, max: 200).

Outputs#

OutputType
Sales OrdersList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_sales_orders

List sales orders from Zoho CRM

List Solutions from Zoho#

Lists solutions from Zoho CRM with pagination.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoListSolutions

Inputs#

FieldTypeRequiredDefaultWhat it does
FieldsObjectNo—Fields to return as JSON array (e.g., [“Solution_Title”, “Status”]).
PageNumberNo1Page number (default: 1).
Per PageNumberNo200Records per page (default: 200, max: 200).

Outputs#

OutputType
SolutionsList
Total CountNumber
More RecordsYes/No
Page TokenAny

Use as an agent tool#

Tool name: zoho_list_solutions

List solutions from Zoho CRM

Update Account in Zoho#

Updates an existing account in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdateAccount

Inputs#

FieldTypeRequiredDefaultWhat it does
Account IDTextYes(empty)The ID of the account to update.
Account NameTextNo(empty)Updated name of the account.
PhoneTextNo(empty)Updated phone number.
WebsiteTextNo(empty)Updated website URL.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Account IdText
SuccessYes/No
Account DataObject

Use as an agent tool#

Tool name: zoho_update_account

Update an existing account in Zoho CRM

Update Case in Zoho#

Updates an existing case in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdateCase

Inputs#

FieldTypeRequiredDefaultWhat it does
Case IDTextYes(empty)The ID of the case to update.
SubjectTextNo(empty)Updated subject.
StatusTextNo(empty)Updated status.
PriorityTextNo(empty)Updated priority.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Case IdText
SuccessYes/No
Case DataObject

Use as an agent tool#

Tool name: zoho_update_case

Update an existing case in Zoho CRM

Update Contact in Zoho#

Updates an existing contact in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdateContact

Inputs#

FieldTypeRequiredDefaultWhat it does
Contact IDTextYes(empty)The ID of the contact to update.
Last NameTextNo(empty)Updated last name.
First NameTextNo(empty)Updated first name.
EmailTextNo(empty)Updated email.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Contact IdText
SuccessYes/No
Contact DataObject

Use as an agent tool#

Tool name: zoho_update_contact

Update an existing contact in Zoho CRM

Update Event in Zoho#

Updates an existing event in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdateEvent

Inputs#

FieldTypeRequiredDefaultWhat it does
Event IDTextYes(empty)The ID of the event to update.
Event TitleTextNo(empty)Updated event title.
VenueTextNo(empty)Updated venue.
Start DateTimeTextNo(empty)Updated start date and time (ISO format).
End DateTimeTextNo(empty)Updated end date and time (ISO format).
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Event IdText
SuccessYes/No
Event DataObject

Use as an agent tool#

Tool name: zoho_update_event

Update an existing event in Zoho CRM

Update Lead in Zoho#

Updates an existing lead in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdateLead

Inputs#

FieldTypeRequiredDefaultWhat it does
Lead IDTextYes(empty)The ID of the lead to update.
Last NameTextNo(empty)Updated last name of the lead.
First NameTextNo(empty)Updated first name of the lead.
EmailTextNo(empty)Updated email address.
CompanyTextNo(empty)Updated company name.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Lead IdText
SuccessYes/No
Lead DataObject

Use as an agent tool#

Tool name: zoho_update_lead

Update an existing lead in Zoho CRM

Update Potential in Zoho#

Updates an existing potential (deal) in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdatePotential

Inputs#

FieldTypeRequiredDefaultWhat it does
Potential IDTextYes(empty)The ID of the potential to update.
Deal NameTextNo(empty)Updated deal name.
StageTextNo(empty)Updated stage.
TypeTextNo(empty)Updated type.
AmountTextNo(empty)Updated amount.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Potential IdText
SuccessYes/No
Potential DataObject

Use as an agent tool#

Tool name: zoho_update_potential

Update an existing potential (deal) in Zoho CRM

Update Purchase Order in Zoho#

Updates an existing purchase order in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdatePurchaseOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
Purchase Order IDTextYes(empty)The ID of the purchase order to update.
SubjectTextNo(empty)Updated subject.
Vendor NameTextNo(empty)Updated vendor name.
StatusTextNo(empty)Updated status.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Purchase Order IdText
SuccessYes/No
Purchase Order DataObject

Use as an agent tool#

Tool name: zoho_update_purchase_order

Update an existing purchase order in Zoho CRM

Update Sales Order in Zoho#

Updates an existing sales order in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdateSalesOrder

Inputs#

FieldTypeRequiredDefaultWhat it does
Sales Order IDTextYes(empty)The ID of the sales order to update.
SubjectTextNo(empty)Updated subject.
StatusTextNo(empty)Updated status.
Account NameTextNo(empty)Updated account name.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Sales Order IdText
SuccessYes/No
Sales Order DataObject

Use as an agent tool#

Tool name: zoho_update_sales_order

Update an existing sales order in Zoho CRM

Update Solution in Zoho#

Updates an existing solution in Zoho CRM.

Plans: Trial, Pro, Premium, Enterprise · Type: ZohoUpdateSolution

Inputs#

FieldTypeRequiredDefaultWhat it does
Solution IDTextYes(empty)The ID of the solution to update.
Solution TitleTextNo(empty)Updated solution title.
QuestionTextNo(empty)Updated question.
AnswerTextNo(empty)Updated answer.
StatusTextNo(empty)Updated status.
Additional FieldsObjectNo—Additional fields to update as JSON object.

Outputs#

OutputType
Solution IdText
SuccessYes/No
Solution DataObject

Use as an agent tool#

Tool name: zoho_update_solution

Update an existing solution in Zoho CRM