Tools

Books Manage Invoice

Create, update, delete, or change the status of invoices in Zoho Books. Supports setting customer, line items, payment terms, notes, and more. Can also mark invoices as sent, void, or draft.

Projects Manage Task

Create, update, delete, or retrieve tasks within a Zoho Projects project. Set task names, descriptions, owners, priority, start/end dates, and status.

Crm Get Modules

List all available modules in Zoho CRM along with their metadata. Returns module API names, labels, capabilities (creatable, viewable, editable, deletable), and status. Also supports listing CRM users.

People Manage Employee

List, search, create, or update employee records in Zoho People. Works with any form in Zoho People (employee, department, etc.). Also supports fetching attendance and leave information.

Desk Manage Ticket

Create, update, or delete support tickets in Zoho Desk. Supports setting subject, description, priority, status, assignee, department, and custom fields.

Books Get Invoices

List or retrieve invoices from Zoho Books. Supports filtering by status, customer, and pagination. Can also list organizations to find the organization ID needed for all Books operations.

Crm Get Records

Retrieve records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, Tasks, etc.). Supports pagination, field selection, sorting, and filtering by custom view ID. Can also fetch a single record by ID.

Books Manage Contact

Create, update, or delete contacts (customers/vendors) in Zoho Books. Manage contact details, billing/shipping addresses, payment terms, and contact persons.

Crm Search Records

Search for records in a Zoho CRM module using criteria, email, phone, or keyword. Also supports executing COQL (CRM Object Query Language) queries for more complex data retrieval similar to SQL SELECT statements.

Projects Get Portals

List Zoho Projects portals available to the authenticated user so project and task tools can be called with the correct portalId.

Crm Get Related Records

Retrieve related records for a Zoho CRM record, such as Notes, Attachments, Emails, Deals, Contacts, or custom related lists. Supports field selection, pagination, sorting, and ID filtering.

Desk Manage Contact

List, get, create, update, or delete Zoho Desk contacts. Useful for managing requesters before creating support tickets.

Projects Manage Project

Create, update, delete, or list projects in Zoho Projects. Manage project names, descriptions, status, start/end dates, and owners. Also supports listing tasks and milestones within a project.

Desk Get Tickets

List, search, or retrieve support tickets from Zoho Desk. Supports filtering by department, status, and keyword search. Can also list departments for reference.

Crm Manage Record

Create, update, or delete records in any Zoho CRM module (Leads, Contacts, Accounts, Deals, etc.). Supports creating single or multiple records, updating fields on existing records, and deleting records by ID.

Books Manage Expense

Create, update, delete, or list expenses in Zoho Books. Track business expenses with account categorization, amounts, dates, vendors, and custom fields.