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Zoho

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Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations

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Agents use these right away.

  • Count Zoho CRM RecordsCount all records or records matching one filter in a Zoho CRM module.
  • Download Zoho CRM Record AttachmentDownload one attachment from a Zoho CRM record as a file.
  • Download Zoho CRM Record Email AttachmentDownload one attachment from an email associated with a CRM record.
  • Download Zoho CRM Record PhotoDownload the binary profile photo attached to a supported CRM record.
  • Export Zoho CRM Audit LogsExport Zoho CRM audit logs and return the completed CSV or ZIP file.
  • Get Zoho CRM AccountRetrieves a specific Zoho CRM Account record by its unique identifier, with optional field selection.
  • Get Zoho CRM Assignment RuleRetrieve one assignment rule and its module-specific configuration.
  • Get Zoho CRM Audit Log ExportRetrieve the status and result metadata for an audit-log export job.
  • Get Zoho CRM Automation TaskRetrieve one configured Zoho CRM automation task and its field mappings.
  • Get Zoho CRM BlueprintRetrieve one Zoho CRM blueprint and optional configuration details.
  • Get Zoho CRM Blueprint TransitionRetrieve one Zoho CRM blueprint transition and its configuration.
  • Get Zoho CRM ContactRetrieves a single Zoho CRM contact record by ID, optionally selecting fields by their API names.
  • Get Zoho CRM Custom ViewsList custom views for a Zoho CRM module or inspect one view by ID.
  • Get Zoho CRM DealRetrieve one Zoho CRM Deal by record ID without a field projection.
  • Get Zoho EventRetrieves a specific Zoho CRM event or meeting by its unique identifier, optionally selecting fields.
  • Get From AddressesRetrieves the list of from addresses configured for email operations in Zoho CRM.
  • Get Zoho CRM FunctionRetrieve metadata for one Zoho CRM function by ID or API name.
  • Get Zoho CRM Kiosk StatesList a kiosk's states or retrieve one state and its associated elements.
  • Get Zoho CRM LayoutsList layouts for a CRM module or retrieve one complete layout definition.
  • Get Zoho CRM NoteRetrieves a single Zoho CRM note by its unique identifier, with a selectable set of fields.
  • Get Zoho CRM Organization DetailsRetrieve identity, locale, currency, contact, and license metadata for the connected Zoho CRM organization.
  • Get Zoho CRM PipelinesRetrieve pipeline and stage configuration for a Zoho CRM Deals layout.
  • Get Zoho CRM ProductRetrieve one Zoho CRM Product by record ID.
  • Get Zoho CRM ProfileRetrieve one Zoho CRM permission profile and its expanded permissions.
  • Get Zoho CRM RecordRetrieve one record from a standard or custom Zoho CRM module by ID.
  • Get Zoho CRM Record EmailRetrieve one email associated with a Zoho CRM record, including its body.
  • Get Zoho CRM Record EmailsRetrieves a page of emails associated with a specific record in Zoho CRM.
  • 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.
  • Get Zoho CRM Related RecordsFetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name.
  • Get Zoho CRM TaskRetrieves a specific Zoho CRM task by its unique record ID, with an optional selection of fields.
  • Get Zoho CRM UserRetrieves a Zoho CRM user by ID, including name, email, role, profile, status, and preferences.
  • Get Zoho CRM WebformRetrieve one configured Zoho CRM webform by ID.
  • Get Zoho CRM Workflow RuleRetrieve one Zoho CRM workflow rule and its complete configuration.
  • Get Zoho CRM UsersTool to retrieve users from Zoho CRM.
  • List Zoho CRM Access SettingsList roles or permission profiles configured in Zoho CRM.
  • List Zoho CRM AccountsRetrieves a list of account records from Zoho CRM with pagination and filtering support.
  • List Zoho CRM CadencesList Zoho CRM cadence definitions using optional filters.
  • List Zoho CRM CallsRetrieves Call activity records from Zoho CRM with pagination support.
  • List Zoho CRM Connected Workflow RulesList trigger conditions for a module's rules in a connected workflow.
  • List ContactsRetrieves contact records from Zoho CRM with support for pagination, filtering, and sorting.
  • List DealsRetrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination.
  • List Zoho CRM EventsLists Zoho CRM Events (displayed as Meetings in the UI), with pagination and filtering.
  • List Zoho CRM FunctionsList configured Zoho CRM functions and their metadata.
  • List Zoho CRM LeadsRetrieves lead records from Zoho CRM's Leads module with pagination support.
  • List Zoho CRM ModulesLists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations.
  • List Zoho CRM NotesRetrieves one paginated list of notes across all Zoho CRM modules, with fields selected by the caller; notes are returned in chronological order (oldest first by default).
  • List Attachments for Zoho CRM RecordTool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record.
  • List Zoho CRM TagsList the tags available for a Zoho CRM module.
  • List Zoho CRM TasksRetrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting.
  • List Zoho CRM VariablesList Zoho CRM configuration variables and their current values.
  • List Zoho CRM Workflow RulesList and filter workflow rules configured in Zoho CRM.
  • Query Zoho CRM Records with COQLQuery Zoho CRM records across modules with a COQL SELECT statement.
  • Search Zoho CRM AccountsSearch for Account records within Zoho CRM using server-side queries.
  • Search Zoho CRM CallsSearch for Call records in Zoho CRM using server-side queries.
  • Search Zoho CRM ContactsSearch for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword.
  • Search Deals in Zoho CRMSearch for Deal records in Zoho CRM using server-side queries.
  • Search EventsSearch for Events in Zoho CRM using server-side queries.
  • Search LeadsSearch for lead records in Zoho CRM using server-side queries.
  • Search NotesSearch for notes in Zoho CRM using server-side queries.
  • Search Zoho CRM TasksSearch for tasks in Zoho CRM using flexible criteria.
  • Search Zoho CRM RecordsSearch for records within a Zoho CRM module using server-side queries.
  • Validate Zoho CRM CredentialsValidates Zoho CRM credentials by retrieving current user information.
  • Get CallRetrieves a specific Call record by its unique identifier from Zoho CRM.
  • Get Email Drafts for Zoho CRM RecordRetrieves email drafts associated with a specific record in Zoho CRM.
  • Get Zoho CRM Module Fields MetadataRetrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details.
  • Get Zoho CRM RecordsRetrieves records from a specified module in Zoho CRM.

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  • Add Tags to Zoho CRM RecordsApply one or more existing tags to up to 500 records in a Zoho CRM module, optionally replacing each record's existing tags.
  • Associate Email with Zoho CRM RecordAdd an existing sent or received email to a Zoho CRM record's history.
  • Create Zoho CRM Automation TaskCreate an automation task with typed static, merge, date, or datetime mappings.
  • Create Contact in Zoho CRMCreates a new contact record in Zoho CRM.
  • Create Zoho CRM Custom FieldsCreate one to five custom fields in a Zoho CRM module.
  • Create Zoho CRM Custom ViewCreate one custom view for a Zoho CRM module.
  • Create Deal in Zoho CRMCreates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date.
  • Create Email Draft in Zoho CRMCreates email drafts for a specific record in Zoho CRM.
  • Create Zoho EventCreates a new Event record in Zoho CRM.
  • Create Lead in Zoho CRMCreates a new lead record in Zoho CRM with the specified details.
  • Create Note in Zoho CRMCreates a new note attached to a specific record in Zoho CRM.
  • Create Zoho CRM Workflow RuleCreate one Zoho CRM workflow rule with typed triggers, criteria, and actions.
  • Delete Zoho AccountDeletes an existing account record from Zoho CRM.
  • Delete Zoho CRM ContactDeletes a contact from Zoho CRM by its ID, with an optional workflow trigger setting.
  • Delete Zoho CRM Email DraftDelete one unsent email draft associated with a Zoho CRM record.
  • Delete Zoho CRM EventMove one Zoho CRM Event record to the recycle bin.
  • Delete Zoho CRM LeadMove one Zoho CRM Lead record to the recycle bin.
  • Delete Zoho CRM NoteMove one Zoho CRM note to the recycle bin.
  • Delete Zoho CRM RecordsMove up to 100 records from a Zoho CRM module to the recycle bin.
  • Delete Zoho CRM TagDelete one Zoho CRM tag definition by its tag ID.
  • Delete Zoho CRM Workflow RuleDelete one Zoho CRM workflow rule by its unique ID.
  • 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.
  • Update Zoho CRM Custom FieldsUpdate custom-field definitions; some changes can alter existing record values.
  • Update Zoho CRM Custom ViewUpdate the configuration of one Zoho CRM custom view.
  • Update Zoho CRM DealUpdates an existing deal in Zoho CRM.
  • Update Zoho CRM Email DraftUpdates an existing email draft associated with a record in Zoho CRM.
  • Update Zoho CRM EventUpdates existing events in Zoho CRM.
  • Update Zoho CRM LayoutUpdate a custom layout's metadata, profile access, sections, or fields.
  • Update LeadUpdates existing lead records in Zoho CRM.
  • Update Zoho CRM UserUpdate a Zoho CRM user's name, email, contact details, locale, time preferences, role, profile, or status by ID.
  • Update Zoho CRM WebformReplace one Zoho CRM webform configuration using the V8 path-ID route.
  • Update Zoho CRM Workflow RuleUpdate a Zoho CRM workflow rule's name, description, or activation status by ID.
  • Upload Attachment to Zoho CRM RecordTool to upload a file as an Attachment to a specific Zoho CRM record.
  • Upload Zoho CRM Record PhotoSet or replace the photo on a supported Zoho CRM record.
  • Upsert Zoho CRM RecordsInsert or update up to 100 records using Zoho CRM duplicate matching.
  • Convert Zoho CRM LeadConverts a lead into a contact, account, and optionally a deal in Zoho CRM.
  • Create Zoho CRM FunctionCreate a Zoho CRM function.
  • Create Zoho CRM RecordCreates new records in a specified Zoho CRM module.
  • Create Zoho CRM TagCreates a new tag in Zoho CRM for a specific module.
  • Delete Zoho CRM DealDeletes a deal record from Zoho CRM.
  • Update Zoho CRM CallUpdates existing call records in the Calls module in Zoho CRM.
  • Update Zoho CRM FunctionUpdate a Zoho CRM function's metadata, implementation, or publication.
  • Update Zoho CRM NoteUpdates an existing Zoho CRM note by ID, including its title, content, or portal-user sharing setting.
  • Update Related Records in Zoho CRMAssociates or updates relationships between records across different modules in Zoho CRM.
  • Update Zoho CRM RecordUpdates up to 100 existing records in a specified Zoho CRM module using field API names and an ID for each record.
Zoho integration · Quilt