57 available actions

What your AI agent can do in Zoho

Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations This page lists every available action. Your agent only receives the actions and permissions required for the role you approve.

Common starting points

Get Email Drafts for Zoho CRM RecordRetrieves email drafts associated with a specific record in Zoho CRM.
Get Zoho CRM ContactRetrieves a single contact record by ID from Zoho CRM.
Create Contact in Zoho CRMCreates a new contact record in Zoho CRM.
Create Deal in Zoho CRMCreates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date.
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.

Browse all 57 actions by capability

Open a capability to see every supported action and its description.

Find & reviewLook up and review existing recordsView 34 actionsHide actions

Get Zoho CRM AccountRetrieves a specific Account record from Zoho CRM by its unique identifier.
Get CallRetrieves a specific Call record by its unique identifier from Zoho CRM.
Get Zoho CRM ContactRetrieves a single contact record by ID from Zoho CRM.
Get Email Drafts for Zoho CRM RecordRetrieves email drafts associated with a specific record in Zoho CRM.
Get Zoho EventRetrieves a specific event record from Zoho CRM by its unique identifier.
Get From AddressesRetrieves the list of from addresses configured for email operations 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 NoteRetrieves a single note by its unique identifier from Zoho CRM.
Get Zoho CRM Record EmailsRetrieves all emails associated with a specific record in Zoho CRM.
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 task record by its ID from Zoho CRM.
Get Zoho CRM UserRetrieves a specific user from Zoho CRM by their user ID.
Get Zoho CRM RecordsRetrieves records from a specified module in Zoho CRM.
Get Zoho CRM UsersTool to retrieve users from Zoho CRM.
List Zoho CRM AccountsRetrieves a list of account records from Zoho CRM with pagination and filtering support.
List Zoho CRM CallsRetrieves Call activity records from Zoho CRM with pagination support.
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 events (meetings) from Zoho CRM with pagination and filtering support.
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 a list of notes from Zoho CRM across all modules.
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 TasksRetrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting.
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 including subject, status, priority, or due date.
Search Zoho CRM RecordsSearch for records within a Zoho CRM module using server-side queries.

Create & communicateCreate records or send supported messagesView 9 actionsHide actions

Create Contact in Zoho CRMCreates a new contact record in Zoho CRM.
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 RecordCreates new records in a specified module in Zoho CRM.
Create Zoho CRM TagCreates a new tag in Zoho CRM for a specific module.
Upload Attachment to Zoho CRM RecordTool to upload a file as an Attachment to a specific Zoho CRM record.

Update & manageChange and manage existing recordsView 10 actionsHide actions

Convert Zoho CRM LeadConverts a lead into a contact, account, and optionally a deal in Zoho CRM.
Update Zoho CRM AccountUpdates an existing Account record in Zoho CRM with the specified field values.
Update Zoho CRM CallUpdates existing call records in the Calls module in Zoho CRM.
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 LeadUpdates existing lead records in Zoho CRM.
Update Zoho CRM NoteUpdates an existing note in Zoho CRM.
Update Related Records in Zoho CRMAssociates or updates relationships between records across different modules in Zoho CRM.
Update Zoho CRM RecordUpdates existing records in a specified module in Zoho CRM.

Remove & cancelRemove records or cancel supported workView 3 actionsHide actions

Delete Zoho AccountDeletes an existing account record from Zoho CRM.
Delete Zoho CRM ContactDeletes a contact from Zoho CRM.
Delete Zoho CRM DealDeletes a deal record from Zoho CRM.

Other actionsSpecialist and administrative actions.View 1 actionHide actions

Validate Zoho CRM CredentialsValidates Zoho CRM credentials by retrieving current user information.

Connection record

A connection you can control.

Sign-in: OAuth sign-in
Setup: Sign in with your own Zoho account. Access is limited to the work agreed for the role.
Boundaries: Only the approved role and actions.
Off switch: Revoke the connection from your account.

FAQ

Before you connect Zoho

How does the agent connect to Zoho?

You sign in with your own Zoho account. Permissions are limited to what the agent needs, the connection is health-checked, and you can revoke access from Zoho at any time.

What can the agent actually do in Zoho?

The page above lists the 57 actions currently available through the Zoho connection. The role determines which of those actions the agent may use, and write access is only enabled when the workflow needs it.

Is Zoho included in my plan?

Connections are priced per tool on top of the base plan. Some are included and some are premium. See pricing for how connection charges work.

How long until Zoho is ready?

Timing depends on the sign-in method, permissions and workflow being connected. We confirm the scope and setup plan before enabling the connection.

Bring the workflow together

Ready to put Zoho to work?

Start with the responsibility you want off your plate. We’ll map the connection and the boundaries around it.

Book a setup call Browse all connections

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