Instant Connections

Tool to add a comment to a credit note in Zoho Inventory. Use when needing to add notes or comments to a specific credit note for record-keeping or audit purposes.

Tool to upload an attachment to a specific invoice. Use when you need to add a file attachment to an invoice.

Tool to add a comment to a specific invoice in Zoho Inventory. Use when you need to add notes, updates, or internal/client-visible comments to an invoice.

Tool to apply credits from a credit note to one or more invoices. Use when you need to apply available credits from a credit note to settle invoice balances.

Tool to bulk delete sales orders. Use this to remove multiple sales orders at once.

Sends multiple invoices by email to a contact in a single API call. Use this tool when you need to email up to 10 invoices at once to a customer. The invoices will be scheduled for delivery and the contact will receive individual emails for each invoice. If contact_id is not provided, the action will automatically fetch the customer_id from the first invoice and use that as the contact.

Tool to bulk export invoices as a single PDF. Use when you need to download multiple invoices in a single file for archiving or sharing.

Retrieve detailed records for multiple existing inventory item IDs.

Generate a consolidated PDF containing multiple invoices for printing or archiving. Use this tool to download one or more invoices as a single PDF document. The PDF can contain up to 25 invoices and is useful for bulk printing, record keeping, or sharing with customers.

Tool to bulk print package slips as a consolidated PDF. Use when you need a PDF file of multiple package slips for printing or archiving.

Tool to cancel write off for an invoice. Use when undoing a previously applied write off on an invoice after verifying the invoice has a write off applied.

Tool to create a bill in Zoho Inventory. Use when a vendor supplies goods/services on credit and you need to track the amount owed.

Tool to create a new contact (customer or vendor) in Zoho Inventory. Use when you need to add a new business relationship to your organization.

Tool to create a contact person. Use when you need to add a new contact person to an existing contact in Zoho Inventory.

Tool to create a new credit note in Zoho Inventory. Use when you need to issue a credit note to a customer for returns, refunds, or adjustments.

Tool to create a customer payment in Zoho Inventory. Use when recording a payment received from a customer against one or more invoices.

Tool to create a new invoice in Zoho Inventory. Use when you need to invoice a customer for products or services sold.

Tool to create a new item in Zoho Inventory. Use when you need to add a new product or service to your inventory catalog.

Tool to create an item group in Zoho Inventory. Use when you need to create a new item group with multiple items that share common attributes like size or color variations.

Tool to create a package for a sales order in Zoho Inventory. Use when you need to prepare items from a sales order for shipping.

Tool to create a purchase order in Zoho Inventory. Use when you need to order goods or services from a vendor.

Tool to create a sales order in Zoho Inventory. Use when a customer places an order for products and you need to track the sale before invoicing.

Create a shipment order; set send_notification=false to suppress customer notification.

Tool to mark a contact as inactive in Zoho Inventory. Use when you need to deactivate a contact without permanently deleting it.

Tool to mark an item as inactive in Zoho Inventory. Use when you need to deactivate an item without permanently deleting it.

Tool to mark an item group as inactive in Zoho Inventory. Use when you need to deactivate an item group and all its items without permanently deleting them.

Permanently delete one Zoho Inventory bill after confirming its ID.

Permanently deletes a composite item from Zoho Inventory. A composite item (also known as a bundle or kit) is a product made up of multiple individual inventory items sold together as a single unit. This action removes the composite item definition but does not affect the underlying component items. Prerequisites: - Composite items feature must be enabled in the organization's item preferences - The composite item must exist and not be associated with active transactions Common error codes: - 2006: Resource does not exist (invalid composite_item_id) - 2054: Composite items feature not enabled in organization settings API Endpoint: DELETE /inventory/v1/compositeitems/{composite_item_id}

Tool to delete a contact. Use when you need to remove an existing contact from your organization after confirming it is no longer needed.

Tool to delete a contact person. Use when you need to remove a contact person from your organization after confirming it is no longer needed.

Tool to delete an invoice. Use when you need to remove an existing invoice that has no payments or credits applied.

Tool to delete an invoice attachment. Use when you need to remove a file attached to an invoice.

Delete a specific comment from an invoice in Zoho Inventory. Zoho API: DELETE /inventory/v1/invoices/{invoice_id}/comments/{comment_id} Required query param: organization_id Auth header format: Authorization: Zoho-oauthtoken <access_token>

Tool to delete an item. Use when you need to remove an existing inventory item after confirming it is not referenced in any transactions.

Tool to delete an item group. Use to remove an existing item group that is no longer needed.

Tool to delete an image associated with an item. Use when you need to remove an item's image after ensuring it's no longer required.

Tool to delete a package. Use when you need to remove an existing package created for a sales order.

Delete a Draft or Issued purchase order with no associated bills or receives.

Permanently delete one purchase receive after confirming its ID.

Tool to delete a sales order. Use when you need to remove an existing sales order.

Tool to disable payment reminders for an invoice. Use when you want to stop automatic payment reminders for an invoice after it has been issued.

Tool to email a contact in Zoho Inventory. Use when you need to send an email to a specific contact with a custom subject and body.

Tool to email a statement of transactions to a contact. Use when you need to send account statements to customers or vendors.

Tool to email a credit note to customers. Use when you need to send a credit note via email to recipients.

Tool to email a specific invoice to customers. Use when you need to send an invoice via email, with optional attachments.

Tool to enable payment reminders for an invoice. Use when you want to activate automatic payment reminders for an invoice after it has been issued.

Retrieve complete details for one existing bill by ID.

Tool to retrieve a specific contact by ID from Zoho Inventory. Use when you need to get detailed information about a customer or vendor contact.

Tool to get contact address. Use when you need to retrieve address information for a specific contact.

Tool to retrieve a credit note by ID. Use when you need to fetch detailed information about a specific credit note.

Tool to get credit note email content including subject, body, recipients, and available templates. Use when you need to preview or retrieve the email content for a credit note before sending it.

Tool to get details of the currently authenticated user in Zoho Inventory. Use when you need to retrieve user profile information, permissions, or validate the authenticated user.

Retrieve the complete details of one existing invoice by invoice ID.

Retrieve the complete details of one existing inventory item by item ID.

Retrieve complete details for one existing package by ID.

Retrieve complete details for one existing purchase order by ID.

Retrieve complete details for one existing purchase receive by ID.

Tool to retrieve the details of an existing sales order. Use when you need to get complete information about a sales order including line items, customer details, shipping information, and order status.

Retrieve complete details for one existing shipment order by ID.

Retrieve opening-stock configuration for one item variant.

Tool to list bills. Use when needing to fetch bills for an organization.

Tool to list all contacts (customers and vendors) in Zoho Inventory. Use when needing to fetch contacts for an organization.

Tool to list all credit notes. Use when needing to fetch credit notes for an organization. Supports filtering by status, customer, date, and other criteria.

Tool to list all currencies configured in Zoho Inventory. Use when you need to retrieve available currencies, exchange rates, or identify the base currency for an organization.

List customer payments for a Zoho Inventory organization.

Tool to list all payments received for a specific invoice. Use when you need to retrieve payment records for an invoice.

Tool to list all invoices in Zoho Inventory. Use when you need to retrieve invoices for an organization.

Tool to list all item groups in Zoho Inventory. Use when needing to fetch item groups for an organization. Item groups allow grouping of related items with variations.

Tool to list all items in Zoho Inventory. Use when you need to retrieve inventory items for an organization.

List serial numbers available for one Zoho Inventory item.

Tool to list all organizations the user has access to in Zoho Inventory. Use when you need to get organization IDs or view available organizations. This action does not require organization_id as a parameter.

Tool to list purchase orders. Use when needing to fetch purchase orders for an organization.

Tool to list sales orders. Use when needing to fetch sales orders for an organization.

Mark a draft invoice as sent without emailing it to the customer.

Mark a shipment delivered; set send_notification=false to suppress customer notification.

Update editable details for one customer or vendor contact.

Update editable catalog details for one existing Zoho Inventory item.

Update organization-level or location-level opening stock for one variant.

Change an existing Zoho Inventory sales order to void status.

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.