Instant Connections

Tool to create a new contact in Zoho Desk with name, email, and other details. Use this action when you need to add a new contact to the system, such as when onboarding a new customer or registering a support requester. Returns the created contact with id and webUrl for downstream operations.

Tool to create a new Zoho Desk ticket with subject, description, department, and requester details. Use when you need to create a support ticket in Zoho Desk. Returns the created ticket with id and webUrl for downstream chaining.

Download a file attachment from a Zoho Desk ticket by attachment ID. Use this action when you need to retrieve a specific file that was previously attached to a ticket. Requires both the ticket ID and the attachment ID to identify the file to download.

Tool to fetch details of a Zoho Desk agent. Use when you have an agent ID and need its full data, optionally including related resources.

Tool to get the total count of agents in Zoho Desk. Use when you need the number of agents optionally filtered by status, confirmation, or light agents.

Tool to fetch details of a Zoho Desk contact. Use when you have a contact ID and need its full data, optionally including accounts or owner details.

Tool to fetch multiple contacts by their IDs using Zoho Desk's contactsByIds endpoint.

Tool to fetch details of a Zoho Desk department by ID.

Tool to get/download a department's logo from Zoho Desk.

Tool to get the total count of departments in Zoho Desk. Use when you need the number of departments, optionally filtered by enabled status.

Get Ticket

Tool to fetch the most recent thread of a ticket. Use when you need the latest conversation on a ticket.

Get Ticket Resolution

Tool to fetch a specific thread within a Zoho Desk ticket. Use when you need detailed thread information by ticket and thread IDs.

Tool to list all agents in the Zoho Desk organization with optional filtering and pagination. Use when you need to retrieve multiple agents, optionally filtered by status or confirmation state.

Tool to list accounts associated with a Zoho Desk contact. Use when you need to retrieve the accounts linked to a specific contact.

Tool to list contacts with filters and pagination. Use when you need to fetch contacts from Zoho Desk with optional filtering, sorting, or field selection.

Tool to list all departments in the current Zoho Desk organization.

Tool to list all organizations the current user belongs to. Use when you need to retrieve organization metadata like portal URLs, names, and editions.

List Roles

List Roles By IDs

Tool to list teams in the specified Zoho Desk department.

List Ticket Conversations

List audit and activity history for a ticket. History records describe ticket changes and actions. Use the conversation or thread actions instead when you need message and comment content.

List Tickets

List message threads recorded on a Zoho Desk ticket. This returns threads only. Use the conversations action when comments and threads should be returned together.

List all ticket views in the Zoho Desk organization with pagination support. Views are saved filters that help organize and display tickets based on specific criteria. Use this action when you need to retrieve available views for filtering tickets, such as before calling the list tickets endpoint with a specific viewId.

Search across Zoho Desk modules including tickets, accounts, contacts, and tasks using keywords or phrases. Use this action when you need to find records across multiple modules or within a specific module based on search criteria. Returns matching results with pagination support.

Tool to update an existing Zoho Desk account's information such as name, email, phone, website, or description. Use this action when you need to modify account details after the account has been created. Only the fields you provide will be updated; other fields remain unchanged.

Update multiple tasks in a single call using Zoho Desk API. Endpoint: POST /api/v1/tasks/updateMany

Updates an existing Zoho Desk ticket by modifying one or more fields such as status, priority, assignee, description, or other ticket properties. Use this action when you need to modify an existing support ticket in Zoho Desk, such as changing its status, reassigning it to a different agent, updating priority, or adding information. Returns the updated ticket object with all current field values including the modified fields.

Tool to upload/update a department logo in Zoho Desk.

Uploads a file attachment to a specific Zoho Desk ticket. The uploaded file becomes accessible as an attachment within the ticket for support agents and customers to reference. Use this action when you need to attach documentation, screenshots, logs, or any supporting files to an existing ticket. Maximum file size is 20 MB per attachment.

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.