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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.
Create, update, delete, or retrieve tasks within a Zoho Projects project. Set task names, descriptions, owners, priority, start/end dates, and status.
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.
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.
Create, update, or delete support tickets in Zoho Desk. Supports setting subject, description, priority, status, assignee, department, and custom fields.
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.
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.
Create, update, or delete contacts (customers/vendors) in Zoho Books. Manage contact details, billing/shipping addresses, payment terms, and contact persons.
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.
List Zoho Projects portals available to the authenticated user so project and task tools can be called with the correct portalId.
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.
List, get, create, update, or delete Zoho Desk contacts. Useful for managing requesters before creating support tickets.
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.
List, search, or retrieve support tickets from Zoho Desk. Supports filtering by department, status, and keyword search. Can also list departments for reference.
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.
Create, update, delete, or list expenses in Zoho Books. Track business expenses with account categorization, amounts, dates, vendors, and custom fields.
Permanently delete a customer or vendor from Zoho Books. This action cannot be undone.
Create, update, or change the status of a sales order. Supports line items with per-item quantities, rates, discounts, and warehouse assignment. Use without a **salesOrderId** to create, or with one to update. Use **action** to confirm or void an existing order.
Insert or update records in a single call. If a record with matching duplicate check fields exists, it will be updated; otherwise, a new record is created. This is useful for syncing data from external systems.
Add one or more tags to one or more records in a Bigin module. Tags must already exist in the module or will be auto-created.
Remove one or more tags from a specific record.
List payments received from customers with filtering by customer and date range.
Retrieve all notes associated with a specific record in any Bigin module. Returns note title, content, creation time, and owner information.
Create a new customer or vendor in Zoho Books with company details, billing/shipping addresses, and contact persons.
Retrieve the layout definitions for a specific Bigin module. Layouts define which fields appear in which sections and their arrangement.
Create or update a credit note, or apply a credit note to invoices. Credit notes represent amounts owed back to customers. Use without a **creditNoteId** to create, or with one to update. Use **applyToInvoices** to apply credits.
Add a note to a specific record in any Bigin module. Notes can include a title and content body.
Read the authenticated Zoho user profile.
Record a payment received from a customer, optionally linked to specific invoices. Supports multiple invoice associations per payment.
Create a package (packing slip) for a sales order and optionally create an associated shipment order with tracking details. Also supports marking an existing shipment as delivered.
Retrieve records related to a specific CRM record through lookup or multi-select lookup fields. For example, get all Contacts related to an Account, or all Tasks associated with a Deal.
Delete a resource from Zoho Inventory by type and ID. Supports deleting items, contacts, sales orders, purchase orders, invoices, bills, credit notes, inventory adjustments, transfer orders, packages, and shipment orders.
List projects with filtering by status and customer.
Record a payment made to a vendor. Can be applied to specific bills or recorded as an advance payment.
List inventory items with optional filtering, searching, sorting, and pagination. Returns item summaries including stock levels and pricing.
Retrieve the custom views defined for a specific Bigin module. Custom view IDs can be used to filter records when using the **Get Records** tool.
Search for records in any Zoho CRM module using criteria, email, phone, or keyword. Supports the Zoho CRM search criteria syntax for advanced filtering. Use **criteria** for field-based filters, **email**/**phone** for contact lookups, or **word** for full-text search.
Update one or more existing records in any Bigin module. Provide the record ID and the fields to update. Only the specified fields will be modified; other fields remain unchanged.
Create a new estimate/quote for a customer with line items, taxes, and discounts. Can optionally convert to invoice.
Retrieve detailed information about a specific sales order including line items, totals, status, and customer details.
Permanently delete one or more records from any Bigin module by their IDs.
Record a payment received from a customer. Can be applied to specific invoices or recorded as an advance/excess payment.
Update one or more records in any Zoho CRM module. For a single record, provide **recordId** and **recordData**. For bulk updates, provide **records** with each item containing an "id" field. Optionally control which workflow triggers fire upon update.
Search and list customers and vendors. Supports filtering by contact type, name, email, status, and pagination.
Create, update, or change the status of an invoice. Supports line items, discounts, shipping charges, and payment terms. Use without an **invoiceId** to create, or with one to update. Use **action** to mark as sent, void, or email the invoice.
List, create, update, or delete notes associated with a CRM record. Set **action** to "list" to get notes, "create" to add a new note, "update" to edit a note, or "delete" to remove a note.
Create a new invoice for a customer. Include line items with quantities and rates, apply taxes and discounts, and set payment terms.
Search and list bills from vendors with filtering by status, vendor, and date range.
Create one or more records in any Zoho CRM module. Provide the module name and an array of record objects with field values. Optionally control which workflow triggers fire upon creation.
Retrieve detailed information about a specific item by its ID, including pricing, stock levels, tax configuration, and warehouse-level stock details.
Create a new purchase order for a vendor with line items. Can optionally convert to a bill.
Retrieve full details of a specific invoice including line items, taxes, payment history, and customer information.
Search and list invoices with filtering by status, customer, date range, and more. Returns invoice summaries with amounts and status.
List invoices with optional filtering by customer, status, search text, and pagination. Returns invoice summaries including status and balances.
Issue a credit note to a customer. Credit notes can be applied to outstanding invoices or refunded.
Lists credit notes in Zoho Invoice with optional filtering by status, customer, date, and more. Supports pagination via **page** and **perPage** parameters.
Retrieve a single record by its ID from any Zoho CRM module. Returns the full record with all fields, or optionally only specific fields.
Create a new sales order for a customer with line items. Can optionally convert to an invoice.
Create, update, or change the status of a purchase order. Supports line items, delivery dates, and shipping details. Use without a **purchaseOrderId** to create, or with one to update. Use **action** to mark as issued or cancelled.
Retrieve a single record by its ID from any Bigin module. Returns all fields for the specified record.
Change the status of an estimate — mark it as sent, accepted, declined, or convert it to an invoice.
Retrieve users in the Bigin organization. Filter by user type such as active, deactive, confirmed, admin, or current user. Useful for finding user IDs to assign as record owners.
Create or update an inventory item in Zoho Inventory. Supports goods and services with attributes like SKU, UPC, pricing, tax, reorder levels, and vendor association. Use without an **itemId** to create a new item, or with an **itemId** to update an existing one.
Search and list sales orders with filtering by status, customer, and date range.
Search and list purchase orders with filtering by status, vendor, and date range.
List purchase orders with optional filtering by vendor, status, search text, and pagination. Returns PO summaries including status and totals.
Search and list expenses with filtering by status, date range, category, and vendor.
Delete one or more records from any Zoho CRM module by their IDs. Permanently removes the specified records. This action cannot be undone.
Create a new bill from a vendor with line items. Bills represent amounts owed to vendors for goods or services received.
Retrieve CRM users from your Zoho organization. Filter by user type (AllUsers, ActiveUsers, DeactiveUsers, ConfirmedUsers, etc.) or get a specific user by ID.
Update an existing customer or vendor contact. Can modify company details, addresses, payment terms, and status. Supports marking contacts as active or inactive.
List sales orders with optional filtering by customer, status, search text, and pagination. Returns order summaries including status and totals.
Retrieve the field definitions (metadata) for a specific Bigin module. Returns field API names, labels, data types, whether they are mandatory or read-only, picklist values, and more. Use this to understand the data structure before creating or updating records.
Creates or updates a credit note in Zoho Invoice. If **creditNoteId** is provided, updates the existing credit note. Otherwise, creates a new credit note. The **customerId** field is required when creating a new credit note. Provide **lineItems** to specify the items on the credit note.
Log a time entry against a project for time tracking and billing. Supports manual duration or start/stop timer.
Change the status of a bill — mark it as open or void.
Create one or more records in any Bigin module. Use field API names for the record data (e.g., Last_Name, Email, Phone for Contacts; Deal_Name, Amount for Pipelines). Retrieve field API names using the **Get Module Fields** tool if unsure.
Record an inventory quantity adjustment. Use to correct stock levels, account for damaged goods, or make other inventory corrections. Supports multiple line items per adjustment and per-warehouse adjustments.
List credit notes issued to customers with filtering by status and customer.
Create a new invoice for a customer in Zoho Invoice. Include line items with quantities and rates, apply taxes and discounts, and set payment terms and due dates.
List bank transactions for a specific account with filtering by status, date, and type.
Retrieve metadata about CRM modules including available fields, layouts, and module configuration. Without a module name, lists all available modules. With a module name, returns fields and layouts for that module. Useful for discovering field API names, data types, picklist values, and module structure.
Search for records within a Bigin module using criteria-based queries, email addresses, phone numbers, or keywords. Provide exactly one search method per request.
Execute a COQL (CRM Object Query Language) query to retrieve data using SQL-like syntax. COQL supports SELECT queries with WHERE, ORDER BY, LIMIT, and OFFSET clauses. Useful for complex, cross-field queries and precise data extraction.
Search and list estimates/quotes with filtering by status, customer, and date range.
Permanently delete a note by its ID.
Retrieve all tags defined for a specific Bigin module.
Discover branches and warehouse locations in an Inventory organization. Call inventory_list_organizations first to choose an organization; use the location IDs for stock transfers.
Retrieve records from any Zoho CRM module (Leads, Contacts, Accounts, Deals, Tasks, Events, etc.). Supports pagination, field selection, sorting, and fetching specific records by ID. Use **module** to specify which CRM module to query, and optionally filter or sort results.
Create or update a customer or vendor contact in Zoho Inventory. Supports billing/shipping addresses, payment terms, and custom fields. Use without a **contactId** to create a new contact, or with a **contactId** to update an existing one. You can also set the contact status to active/inactive.
Create, update, or change the status of a vendor bill. Supports line items, due dates, and status transitions. Use without a **billId** to create, or with one to update. Use **action** to mark as open or void.
Discover authorized Zoho inventory organizations and their IDs before calling organization-scoped tools.
List all warehouses/locations configured in the organization. Returns warehouse names, addresses, and statuses.
List, add, or remove tags on CRM records. Set **action** to "list" to view available tags for a module, "add" to tag records, or "remove" to untag records.
Retrieve records related to a specific record. For example, get all Notes for a Contact, or all Pipelines associated with an Account. Use bigin_get_related_lists to discover related-list API names and bigin_get_module_fields to discover fields.
List all ledger accounts in the chart of accounts. Useful for finding account IDs to use in bills, expenses, and journal entries.
Discover authorized Zoho invoice organizations and their IDs before calling organization-scoped tools.
Create a new product or service item that can be used across invoices, estimates, bills, and other transactions.
Discover the related-list API names and relationships available for a Bigin module. Use api_name with bigin_get_related_records.
Update an existing invoice's details such as customer, dates, line items, discount, notes, terms, and currency settings.