Actions

Actions are tasks your AI agent can perform through this integration, such as creating, finding, or updating items.

Convert Lead

Convert a lead to Account, Contact, and optionally Deal

Create Account

Create a new company/organization account in Zoho CRM

Create Call

Create a new call log/activity in Zoho CRM

Create Contact

Create a new contact in Zoho CRM

Create Deal

Create a new sales opportunity/deal in Zoho CRM

Create Event

Create a new meeting/event in Zoho CRM

Create Lead

Create a new lead/prospect in Zoho CRM

Create Note

Create a note for a record (Lead, Contact, Account, Deal, etc.) in Zoho CRM

Create Task

Create a new task/activity in Zoho CRM

Delete Account

Delete an account from Zoho CRM

Delete Call

Delete a call from Zoho CRM

Delete Contact

Delete a contact from Zoho CRM

Delete Deal

Delete a deal from Zoho CRM

Delete Event

Delete an event from Zoho CRM

Delete Lead

Delete a lead from Zoho CRM

Delete Note

Delete a note by ID

Delete Task

Delete a task from Zoho CRM

Execute COQL Query

Execute SQL-like queries across modules with relationship traversal

Get Account

Retrieve a specific account by ID from Zoho CRM

Get Account Hierarchy

Get complete Account hierarchy with all related Contacts, Deals, Tasks, Events, and Calls

Get Call

Retrieve a specific call by ID from Zoho CRM

Get Contact

Retrieve a specific contact by ID from Zoho CRM

Get Contact Activities

Get all activities (Tasks, Events, Calls) for a specific Contact

Get Deal

Retrieve a specific deal by ID from Zoho CRM

Get Deal Relationships

Get complete Deal context with related Account, Contact, and all activities

Get Event

Retrieve a specific event by ID from Zoho CRM

Get Lead

Retrieve a specific lead by ID from Zoho CRM

Get Note

Retrieve a specific note by ID

Get Record Notes

Retrieve all notes for a specific record (Lead, Contact, Account, Deal, etc.)

Get Related Records

Retrieve related records for any CRM module (e.g., get all Contacts for an Account, all Deals for a Contact)

Get Task

Retrieve a specific task by ID from Zoho CRM

List Accounts

Retrieve a list of accounts from Zoho CRM with pagination and filtering options

List Calls

Retrieve a list of calls from Zoho CRM with pagination and filtering options

List Contacts

Retrieve a list of contacts from Zoho CRM with pagination and filtering options

List Deals

Retrieve a list of deals from Zoho CRM with pagination and filtering options

List Events

Retrieve a list of events from Zoho CRM with pagination and filtering options

List Leads

Retrieve a list of leads from Zoho CRM with pagination and filtering options

List Tasks

Retrieve a list of tasks from Zoho CRM with pagination and filtering options

Search Accounts

Search accounts using various criteria and operators

Search Calls

Search calls using various criteria and operators

Search Contacts

Search contacts using various criteria and operators

Search Deals

Search deals using various criteria and operators

Search Events

Search events using various criteria and operators

Search Leads

Search leads using various criteria and operators

Search Tasks

Search tasks using various criteria and operators

Update Account

Update an existing account in Zoho CRM

Update Call

Update an existing call in Zoho CRM

Update Contact

Update an existing contact in Zoho CRM

Update Deal

Update an existing deal in Zoho CRM

Update Event

Update an existing event in Zoho CRM

Update Lead

Update an existing lead in Zoho CRM

Update Note

Update a note's title or content

Update Related Records

Update related records and their relationship details

Update Task

Update an existing task in Zoho CRM