Zoho
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
In development
Cataloged and scoped, not yet available to run in production.
- 14
- actions
Integrations
View provider documentationActions
Operations this integration can perform.
Convert Zoho CRM Lead
Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
Create Zoho CRM Record
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.
Create Zoho CRM Tag
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 apply it to any records; use separate update actions to assign the tag to records. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow.
Get Zoho CRM Module Fields Metadata
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, picklist options, and field-level permissions.
Get Zoho CRM Related Lists Metadata
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.
Get Zoho CRM Related Records
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 with page_token).
Get Zoho CRM Records
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 cannot use cvid together with sort_by.
Get Zoho CRM Users
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.
Triggers
Events that start workflows from this integration.
CRM Record Created
Triggered when a new record is created in a selected Zoho CRM module (e.g., leads, accounts, contacts, potentials, events, tasks).
Desk Ticket Created
Triggered when a new ticket is added in Zoho Desk.
Payment Failed
This event is triggered when a payment fails in Zoho Payments, providing information about the failure reason.
Payment Link Paid
This event is triggered when a payment link is successfully paid in Zoho Payments, providing the payment ID, amount, and the date and time of the payment.
Payment Succeeded
This event is triggered when a payment succeeds in Zoho Payments, providing details such as the payment ID, payment method, and amount paid.
Payout Initiated
This event is triggered when a payout is successfully initiated in Zoho Payments, providing details like payout ID, amount, and transaction summary.
Refund Succeeded
This event is triggered when a refund is successfully processed in Zoho Payments, notifying your system of its status along with details such as the original payment ID and refunded amount.
Sign Document Action
Triggered when a specific document action occurs in Zoho Sign (e.g., document sent, viewed, completed).
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