Instant Connections

Apply one or more existing tags to up to 500 records in a Zoho CRM module.

Add an existing sent or received email to a Zoho CRM record's history.

Converts a lead into a contact, account, and optionally a deal in Zoho CRM.

Count all records or records matching one filter in a Zoho CRM module.

Create an automation task with typed static, merge, date, or datetime mappings.

Creates a new contact record in Zoho CRM. Use this action when you need to add a new contact to the CRM system. The Last_Name field is mandatory and must be provided with a non-empty value.

Creates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Use this action when you need to create a sales deal or opportunity in Zoho CRM. Required fields are Deal_Name and Stage; all other fields are optional. The deal will be assigned to the authenticated user unless an Owner is explicitly specified.

Creates email drafts for a specific record in Zoho CRM. Email drafts are saved but not sent, allowing for review and editing before sending. Use this action when you need to prepare email communications associated with CRM records (Leads, Contacts, Deals, etc.) that will be reviewed and sent later. The draft will be visible in the record's timeline and can be edited or sent through the Zoho CRM interface.

Creates a new Event record in Zoho CRM. Events represent scheduled activities like meetings, calls, or appointments. Use this action when you need to schedule a new event or meeting in the CRM system. All events require an event title, start time, and end time at minimum.

Creates a new lead record in Zoho CRM with the specified details. The only mandatory field is Last_Name - all other fields are optional. Use this action when you need to add a new lead to Zoho CRM, typically after capturing lead information from a web form, email, or other lead generation source. The action returns the newly created lead ID and metadata including creation timestamps and user information.

Creates a new note attached to a specific record in Zoho CRM. Notes are text annotations that can be added to any standard or custom module record. Use this action when you need to add notes, comments, or text-based documentation to a record in Zoho CRM. The note will be visible in the record's Notes related list.

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.

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.

Deletes an existing account record from Zoho CRM. This action permanently removes the account and cannot be undone through the API. Use this action when you need to remove an account record that is no longer needed or was created in error. This action is irreversible — the account cannot be recovered once deleted.

Deletes a contact from Zoho CRM. This action is irreversible — the contact cannot be recovered once deleted. Use this action when you need to permanently remove a contact record from the CRM. All associated subforms and related data are automatically deleted.

Deletes a deal record from Zoho CRM. This action is irreversible — once deleted, the deal cannot be recovered. Use this action when you need to permanently remove a deal from the CRM system. The deal will be moved to the recycle bin initially and can be restored from there within the configured retention period (typically 60 days), after which permanent deletion occurs automatically.

Delete one unsent email draft associated with a Zoho CRM record.

Move one Zoho CRM Event record to the recycle bin. Omitting wf_trigger uses Zoho's default of true, so workflows and notifications can run.

Move one Zoho CRM Lead record to the recycle bin.

Move one Zoho CRM note to the recycle bin.

Move up to 100 records from a Zoho CRM module to the recycle bin.

Delete one Zoho CRM tag definition by its tag ID.

Download one attachment from a Zoho CRM record as a file.

Download the binary profile photo attached to a supported CRM record.

Retrieves a specific Account record from Zoho CRM by its unique identifier. Returns complete account details including all standard and custom fields. Use this action when you need to fetch a single account's information by its ID rather than searching or listing multiple accounts. Unlike bulk record retrieval, this action provides access to subform records, multi-select lookup fields, and multi-user lookup fields that are only available in single-record responses.

Retrieve one assignment rule and its module-specific configuration.

Retrieve one configured Zoho CRM automation task and its field mappings.

Retrieve one Zoho CRM blueprint and optional configuration details.

Retrieves a specific Call record by its unique identifier from Zoho CRM. Use this action when you need to fetch detailed information about a particular call, including its subject, duration, type, participants, outcome, and associated contacts or deals. This action is read-only and does not modify any data.

Retrieves a single contact record by ID from Zoho CRM. Returns the complete contact details including owner information, account associations, address fields, and all custom fields. Use this action when you need to fetch detailed information about a specific contact using its record ID.

List custom views for a Zoho CRM module or inspect one view by ID.

Retrieve one Zoho CRM Deal by record ID without a field projection.

Retrieves email drafts associated with a specific record in Zoho CRM. Use this action when you need to view unsent email drafts that have been composed for a CRM record. This returns draft metadata including recipients, subject, attachments, and scheduling details; content and summary may be null.

Retrieves a specific event record from Zoho CRM by its unique identifier. Returns complete event details including all standard and custom fields. Use this action when you need to fetch detailed information about a specific event/meeting, including participants, location, timing, and related records. The response includes subform data and multi-select lookup values that are not available in list queries.

Retrieves the list of from addresses configured for email operations in Zoho CRM. Use this action when you need to get available email addresses for sending emails or configuring email settings. Returns the available primary, IMAP, and organization email addresses configured in the CRM.

List a kiosk's states or retrieve one state and its associated elements.

List layouts for a CRM module or retrieve one complete layout definition.

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.

Retrieves a single note by its unique identifier from Zoho CRM. Returns the note's title, content, parent record reference, owner details, and timestamps. Use this action when you need to fetch detailed information about a specific note, such as reading meeting notes, viewing customer interaction summaries, or accessing documentation attached to a CRM record.

Retrieve pipeline and stage configuration for a Zoho CRM Deals layout.

Retrieve one Zoho CRM Product by record ID.

Retrieve one Zoho CRM permission profile and its expanded permissions.

Retrieve one record from a standard or custom Zoho CRM module by ID. Use this generic action for custom modules and standard modules without a dedicated getter. Zoho truncates rich-text fields to 500 characters; use its Rich Text Fields API when full rich-text content is required.

Retrieve one email associated with a Zoho CRM record, including its body.

Retrieves a page of emails associated with a specific record in Zoho CRM. Use this action when you need to fetch email history for a lead, contact, account, deal, or other CRM record. The response includes email metadata such as subject, sender, recipients, timestamps, and status information. Supports pagination for records with large email volumes.

Retrieve chronological field and related-record history for a Zoho CRM record.

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.

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 and up to Zoho's token-pagination limit with page_token).

Retrieves a specific task record by its ID from Zoho CRM. Returns complete task data including all standard and custom fields, subforms, and multi-user lookup fields that are only available when fetching individual records. Use this action when you need to fetch detailed information about a single task using its unique record ID.

Retrieves a Zoho CRM user by ID, including name, email, role, profile, status, and preferences. Use 'me' as user_id to retrieve the currently authenticated user through Zoho's CurrentUser listing; concrete user IDs are retrieved through the individual-user endpoint.

Retrieve one configured Zoho CRM webform by ID.

Retrieve one Zoho CRM workflow rule and its complete configuration.

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.

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.

List roles or permission profiles configured in Zoho CRM.

Retrieves a list of account records from Zoho CRM with pagination and filtering support. Use this action when you need to fetch multiple account records from the Accounts module, optionally filtered by territory, approval status, or custom views. Supports both discrete pagination (first 2,000 records) and token-based pagination for larger datasets.

List Zoho CRM cadence definitions using optional filters.

Retrieves Call activity records from Zoho CRM with pagination support. Use this action when you need to list calls logged in the CRM, filter by custom views, or retrieve specific Call records by ID. Call records represent phone call activities associated with Contacts, Leads, or other CRM records.

List trigger conditions for a module's rules in a connected workflow.

Retrieves contact records from Zoho CRM with support for pagination, filtering, and sorting. Use this action when you need to fetch a list of contacts from Zoho CRM. This is a specialized action focused on the Contacts module with contact-specific field defaults and optimizations. For retrieving records from other modules, use the generic get_records action instead.

Retrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination. Use this action when you need to fetch deal records from Zoho CRM, whether all deals or filtered by specific criteria. The action supports both discrete pagination (page/per_page) for the first 2,000 deals and token-based pagination for larger datasets.

Lists events (meetings) from Zoho CRM with pagination and filtering support. Use this action when you need to retrieve scheduled events, meetings, or appointments from Zoho CRM for calendar management, reporting, or synchronization purposes. Note: In Zoho CRM UI, Events are displayed as 'Meetings'. Discrete pagination (page/per_page) is limited to the first 2,000 records. To retrieve events beyond this limit, use token-based pagination via page_token from the previous response's info.next_page_token.

List configured Zoho CRM functions and their metadata.

Retrieves lead records from Zoho CRM's Leads module with pagination support. Use this action when you need to list, filter, or paginate through leads in the CRM. Supports both discrete pagination (up to 2,000 leads) and token-based pagination for larger datasets.

Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection and avoid INVALID_MODULE errors. Particularly useful for discovering custom modules and their exact API names.

Retrieves one paginated list of notes from Zoho CRM across all modules. Notes are returned in chronological order (oldest first by default). Zoho restricts this organization-wide GET /Notes endpoint to users with an admin profile. Use this action when you need to browse notes in the CRM regardless of which record they're attached to. Each note includes its title, content, creator, timestamps, and parent record reference.

Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This returns metadata only, not the actual file content.

List the tags available for a Zoho CRM module.

Retrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting. Use this action when you need to fetch a page of tasks or specific tasks by IDs. Supports both discrete pagination (up to 2,000 tasks) and token-based pagination for larger datasets. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 tasks. To retrieve tasks 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.

List Zoho CRM configuration variables and their current values.

List and filter workflow rules configured in Zoho CRM.

Merge duplicate leads into a retained master lead and delete the child leads.

Search for Account records within Zoho CRM using server-side queries. Returns a paginated page of accounts matching the specified criteria, phone, or keyword, up to the API's 2,000-record search limit.

Search for Call records in Zoho CRM using server-side queries. Returns calls matching the specified criteria or keyword. Use this action to retrieve a paginated page of matching Call records, up to the API's 2,000-record search limit.

Search for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword. This action performs efficient server-side filtering in the Contacts module, avoiding pagination limits. Use this action when you need to find specific contacts instead of listing all contacts.

Search for Deal records in Zoho CRM using server-side queries. Returns a paginated page of matching deals, up to the API's 2,000-record search limit.

Search for Events in Zoho CRM using server-side queries. Returns a paginated page of events matching field criteria or keyword, up to the API's 2,000-record search limit.

Search for lead records in Zoho CRM using server-side queries. Returns a paginated page of matching leads, up to the API's 2,000-record search limit.

Search for notes in Zoho CRM using server-side queries. Returns a paginated page of matching notes, up to the API's 2,000-record search limit.

Search for tasks in Zoho CRM using flexible criteria. Returns a paginated page of matching tasks, up to the API's 2,000-record search limit.

Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword. Results are paginated at up to 200 records per page and limited to 2,000 records per search.

Updates an existing Account record in Zoho CRM with the specified field values. Only the fields provided in the request will be updated; other fields remain unchanged. Use this action when you need to modify specific details of an existing account, such as contact information, address, ownership, or business details. All field updates use API field names (not display labels), and lookup fields require properly formatted dictionaries with 'id' keys.

Updates existing call records in the Calls module in Zoho CRM. Supports updating up to 100 call records per API call. Use this action when you need to modify call details such as call duration, call type, subject, or related contacts/leads. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each call record. Note: For Inbound or Outbound calls, the Call_Duration must be non-zero or the API will return a DEPENDENT_MISMATCH error.

Update custom-field definitions; some changes can alter existing record values.

Updates an existing deal in Zoho CRM. Use this action when you need to modify specific fields of a deal record, such as updating the deal amount, stage, closing date, or associated account. Only the fields included in the data parameter will be modified; other fields remain unchanged. Use when you have a specific deal ID and want to update one or more fields without affecting others.

Updates an existing email draft associated with a record in Zoho CRM. Requires the draft ID, sender address, and text format. Use this action when you need to modify the recipients, subject, content, scheduling, or attachments of an existing email draft before sending. Supports updating up to 100 email drafts per API call. Schedule times must be in the future.

Updates existing events in Zoho CRM. Supports updating up to 100 events per API call. Use this action when you need to modify event details such as title, start/end times, location, participants, or related records (What_Id/Who_Id). The 'id' field is mandatory for each event, and only specified fields will be updated.

Update a custom layout's metadata, profile access, sections, or fields.

Updates existing lead records in Zoho CRM. Supports updating up to 100 leads per API call. Use this action when you need to modify lead information such as contact details, lead status, lead source, or other lead-specific fields. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each lead.

Updates an existing note in Zoho CRM. Only the Note_Title and Note_Content fields can be modified. Read-only fields (Owner, Modified_Time, Created_Time, Modified_By, Created_By) cannot be updated and will be ignored if provided. Use this action when you need to modify the title or content of an existing note attached to any CRM record.

Associates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: - Associate Leads/Contacts with Campaigns (with member status) - Link Products to Deals/Quotes/Accounts - Connect Contacts to Accounts - Associate Services with Appointments Use ZOHO_GET_RELATED_LISTS to discover valid related_list_api_name values for your module. Maximum 100 related records can be updated per API call. If module_api_name, record_id, related_list_api_name, or child record IDs in data do not match Zoho CRM's related-list configuration exactly, associations may silently succeed (no error returned) but the relationship will not be created.

Update a Zoho CRM user's name, email, contact details, locale, time preferences, role, profile, or status by ID.

Replace one Zoho CRM webform configuration using the V8 path-ID route.

Update a Zoho CRM workflow rule's name, description, or activation status by ID.

Updates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each record.

Tool to upload a file as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) in a record's Attachments section.

Set or replace the photo on a supported Zoho CRM record.

Insert or update up to 100 records using Zoho CRM duplicate matching.

Validates Zoho CRM credentials by retrieving current user information. Returns user details if credentials are valid. Use this action when you need to verify that API credentials are working correctly before performing other operations. This is a read-only operation that confirms authentication without modifying any data.

Add one or more gifts (donations) to an existing gift batch in Blackbaud Raiser's Edge NXT. Use this tool when you need to: - Append new gifts to an open batch for later processing - Batch multiple donations together before committing them - Add gifts with detailed information (payments, splits, custom fields) Prerequisites: - The batch must already exist (use a create batch action first if needed) - The batch must be in "open" status (not committed) - You need the batch_id (system record ID) and constituent_id (donor ID) for each gift Note: This action returns response details for all HTTP status codes (including errors). Check the status_code field in the response to determine success (200) vs errors (4xx/5xx).

Retrieves comprehensive gift details from Blackbaud Raiser's Edge NXT by gift ID. Use this tool when you need to fetch detailed information about a specific gift including: - Gift amount and currency - Donor/constituent information - Gift type and status - Important dates (gift date, post date) - Associated metadata and custom fields The gift_id is the unique system record ID (integer) that identifies the gift in Raiser's Edge NXT.

Retrieves comprehensive membership details from Blackbaud Raiser's Edge NXT by member junction ID. Fetches detailed information about a specific membership including program name, category/subcategory, membership status and standing (Active, Lapsed), start/expiration dates, dues information, and associated constituent ID. Requires a valid member_junction_id (GUID) that uniquely identifies a membership junction record linking a constituent to a membership program in Raiser's Edge NXT. Returns error information in the response object for graceful error handling in agent workflows.

Retrieves payment transaction details from Blackbaud SKY Payments API. Use this to check transaction status, amounts, payment methods, and error details. Transaction IDs come from payment processing endpoints, checkout callbacks, batch operations, or webhook notifications. Requires: Payments API subscription key (Bb-Api-Subscription-Key) and OAuth Bearer token. This retrieves existing transactions; it does not process new payments.

Tool to interact with Blackbaud OneRoster OAuth2 base endpoints. Use to fetch OpenID configuration (/.well-known/openid-configuration), JWKS key set (publickeys), or obtain an access token via the client credentials grant. Ensure client credentials are configured before using the token operation.

Tool to get brand details by brand ID. Use after obtaining the brand identifier.

Tool to list all brands in the account. Use after confirming account is authenticated.

Tool to create a brand-scoped custom field. Use when you need to define and register a new custom field for a specific brand.

Tool to edit an existing custom field. Use when you need to update a custom field's properties after creation.

Tool to list documents sent on behalf of users. Use when fetching and filtering documents you've sent or on behalf of others.

Tool to edit a draft or sent document. Use when updating files, recipients, or document settings before finalizing the document.

Tool to extend a document's expiry date. Use before signing to prolong a document's deadline.

Tool to list documents in My Documents with filters. Use when you need to fetch and filter documents based on various criteria.

Tool to remove authentication from a document. Use when you need to disable signer authentication on an existing document before the signing process.

Tool to send a document for eSignature. Use when you need to deliver documents to recipients for signing.

Tool to list team documents. Use when a team or account admin needs to retrieve all team documents with optional filters.

Tool to create an embedded request link. Use after specifying title and signers to generate an embeddable URL for in-app document preparation and sending.

Helper action to upload a file to R2 temp via the Xava file pipeline, returning a key that can be passed to FileUploadable fields in other actions (e.g., BrandLogo in brand create).

Tool to get remaining BoldSign API credits count. Use after authenticating your BoldSign account.

Tool to attach a file from a provided URL to a task. The file will be downloaded and attached asynchronously. Use when you need to add a file attachment to a task from a URL source.

Tool to create a new comment on a DART task. Use when you need to add feedback, notes, or discussion to a specific task. Supports markdown formatting and threaded replies via parentId.

Tool to add a time tracking entry to a DART task. Use when you need to record time spent on a specific task. The finishedAt timestamp must be after startedAt.

Tool to create a new doc in Dart. Use when you need to record a new document that the user intends to write down. By default, the created doc will be in the Docs folder unless a specific folder is specified.

Tool to create a new task in DART with title and optional metadata. Use when you need to add a task to a workspace.

Tool to move an existing doc to the trash where it can be recovered if needed. Use when you need to delete a doc without permanently removing it.

Tool to delete an existing task in Dart by moving it to trash. Use when a task needs to be removed but can be recovered later.

Tool to retrieve workspace configuration including dartboards, folders, types, statuses, and more. Use when you need to understand available options in the workspace.

Tool to retrieve an existing doc with metadata and content. Use when you need to access a specific document's details including title, folder, and text content.

Tool to retrieve an existing task with full details including title, dartboard, status, and description. Use when you need to fetch complete information about a specific task.

Tool to list comments for a task with filtering options. Use when you need to retrieve comments on a specific task. Supports filtering by author, text content, date range, and pagination. Can be ordered by date or hierarchical thread structure.

Tool to list docs with filtering and search capabilities. Use when you need to retrieve documents from DART with filters like folder, title, text content, or full-text search. Supports pagination and custom ordering by creation date, update date, or title.

Tool to search help center articles by semantic similarity to query. Use when you need to find relevant help articles based on a short search query (1-5 words). Returns up to two most relevant articles.

Tool to list tasks with powerful filtering options. Use when you need to retrieve tasks from DART with filters like dartboard, status, assignee, tags, priority, dates, or completion state. Supports pagination and custom ordering.

Tool to move a task to a specific position within its dartboard. Use when you need to reorder tasks in a list. Specify either afterTaskId or beforeTaskId to position the task.

Tool to retrieve a skill by its exact title from the workspace. Use when you need to find details about a specific skill including its ID and instructions.

Tool to update an existing doc in Dart. Use when you need to modify a document's title, folder location, or content. Any properties not specified will remain unchanged.

Tool to update an existing task in DART with new properties. Use when you need to modify a task's title, status, assignees, or other attributes. Only properties specified in the request will be updated.