Zoho CRM

Let your agents read and write your Zoho CRM — leads, contacts, accounts, deals, tasks and custom modules: search, COQL queries, notes, users and field metadata.

Connection

Authentication: OAuth 2.0 — you authorize Atako via Zoho CRM’s consent screen; no key to copy.
Scopes requested:
- ZohoCRM.modules.ALL
- ZohoCRM.settings.READ
- ZohoCRM.users.READ
- ZohoCRM.coql.READ
- ZohoSearch.securesearch.READ

Nothing to paste: click Connect and approve Atako with your Zoho account. Only accounts hosted on the US data center (zoho.com) are supported for now. Prerequisite on the Atako side — an administrator creates a “Server-based Applications” client in the Zoho API Console (https://api-console.zoho.com) with the redirect URI ${API_URL}/integrations/oauth/callback, and puts its Client ID and Client Secret in INTEGRATION_OAUTH_ZOHO_CRM_CLIENT_ID / _CLIENT_SECRET.See Zoho CRM’s documentation.

Read actions (8)

Action	Description
`coql_query`	Run a read-only COQL query (SQL-like, joins through lookups), e.g. “select Last_Name, Email from Contacts where Account_Name.Account_Name = ‘Acme’ limit 0, 200”. A WHERE clause is required; LIMIT offset, limit (max 2000).
`get_module_fields`	Get the field metadata of a module (api_name, data_type, picklist values, lookups) — use it before reading or writing records.
`get_record`	Fetch one record by id (subforms and multi-select lookups included).
`get_records`	List records of a module. `fields` is required by Zoho. Up to 200 per page; beyond 2000 records pass the next_page_token of the previous response as page_token.
`list_modules`	List the CRM modules (standard and custom) with their api_name — the value every other action expects as `module`.
`list_notes`	List the notes attached to a record (title, content, author, dates).
`list_users`	List CRM users (id, name, email, role, profile) — e.g. to find an Owner id. type=CurrentUser returns the connected user.
`search_records`	Search records of a module by ONE of: criteria (e.g. “((Last_Name:equals:Dupont)and(City:starts_with:Par))”, max 10 conditions), email, phone or word. Zoho uses the first one present in that order.

Write actions (4)

Action	Description
`add_note`	Add a note to a record. Arguments: module (string, e.g. “Deals”); id (record id, digit string); Note_Content (string, required); Note_Title (string, optional).
`create_records`	Create 1-100 records. Arguments: module (string, e.g. “Leads”); data (ARRAY of objects, one per record, keys = field API names, e.g. [{“Last_Name”:“Dupont”,“Company”:“Acme”,“Email”:“a@b.fr”}]; a lookup is an object {“id”:“<record id>”}, Owner is {“id”:“<user id>”}); trigger (optional array of “workflow”\|“approval”\|“blueprint”). Mandatory fields depend on the module — check get_module_fields.
`update_records`	Update 1-100 existing records; only the fields sent change. Arguments: module (string); data (ARRAY of objects, each with “id” = the record id as a digit string plus the field API names to change, e.g. [{“id”:“4150868000001944196”,“Lead_Status”:“Contacted”}]); trigger (optional array of “workflow”\|“approval”\|“blueprint”).
`upsert_records`	Insert or update 1-100 records, matched on duplicate-check fields. Arguments: module (string); data (ARRAY of objects keyed by field API names, like create_records); duplicate_check_fields (optional ARRAY of field API name strings, checked in order, e.g. [“Email”] — default: the module’s system then unique fields); trigger (optional array of “workflow”\|“approval”\|“blueprint”).

Permissions

Every action above must be explicitly granted to an agent before it can be used. See Permissions for the grant model and Security for how credentials are protected.

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Connection

Read actions (8)

Write actions (4)

Permissions

​Connection

​Read actions (8)

​Write actions (4)

​Permissions

Connection

Read actions (8)

Write actions (4)

Permissions