get_records
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.
get_module_metadata
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_records
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.
get_record
Retrieve a single record by its ID from any Zoho CRM module. Returns the full record with all fields, or optionally only specific fields.
get_organization
Retrieve your Zoho CRM organization details including company name, time zone, currency, license info, and other settings.
create_record
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.
get_users
Retrieve CRM users from your Zoho organization. Filter by user type (AllUsers, ActiveUsers, DeactiveUsers, ConfirmedUsers, etc.) or get a specific user by ID.
execute_coql
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.
delete_records
Delete one or more records from any Zoho CRM module by their IDs. Permanently removes the specified records. This action cannot be undone.
get_related_records
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.
update_record
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.
manage_tags
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.
send_email
Send an email from Zoho CRM associated with a specific record. The email is logged against the record for tracking purposes.
manage_notes
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.
manage_attachments
List, upload, download, or delete attachments on a Zoho CRM record. Downloaded file bytes are returned through Slate attachments, not inline output fields.
Create, read, update, and delete issues across teams with support for priorities, labels, assignees, due dates, and workflow states. Manage projects that group related issues, and organize work into time-boxed cycles (sprints). Create and manage documents, comments, and file attachments. Search issues using vector similarity or rich filters. Configure teams, workflow states, and labels. Track customers and link them to issues. Subscribe to real-time webhooks for changes to issues, projects, cycles, comments, documents, and more.
Manage repositories, issues, and pull requests. Create and configure branches, star repositories, review code, and merge changes. Automate CI/CD workflows with GitHub Actions, manage workflow runs, secrets, and artifacts. Track issues with labels, milestones, and assignees. Search across code, repositories, issues, and users. Manage organizations, teams, and memberships. Create and manage projects, gists, packages, deployments, and environments. Access security alerts including code scanning, secret scanning, and Dependabot alerts. Read and write file contents in repositories. Manage webhooks, notifications, and codespaces.
Create, read, update, and delete CRM objects including contacts, companies, deals, tickets, and custom objects. Manage associations between CRM records. Track engagements such as calls, emails, meetings, notes, and tasks. Send transactional and marketing emails, manage campaigns, and handle subscription preferences. Build and manage marketing workflows, sequences, and automation actions. Manage CMS content including blog posts, landing pages, and HubDB tables. Handle commerce data including products, orders, invoices, quotes, and payments. Create and manage contact lists for segmentation. Configure deal, ticket, and order pipelines with custom stages. Search and filter CRM records. Bulk import and export CRM data. Manage users, teams, and account settings. Subscribe to webhooks for real-time notifications on object creation, deletion, property changes, merges, and association changes.
Manage CRM data including Accounts, Contacts, Leads, Opportunities, Cases, and custom objects. Create, read, update, and delete records. Query data using SOQL and search across objects using SOSL. Perform bulk data operations for large-scale imports, exports, and migrations. Execute composite requests to batch multiple operations in a single API call. Access analytics, reports, and dashboards. Manage files and attachments associated with records. Interact with Chatter feeds, posts, and groups for social collaboration. Subscribe to real-time change events via Change Data Capture and Platform Events. Manage org metadata including custom objects, fields, layouts, and workflows. Query data using GraphQL for precise data retrieval across related objects.
Search and prospect B2B contacts and companies from a database of over 275 million people and 70 million organizations. Enrich people and company data with emails, phone numbers, and firmographic details. Create and manage contacts, accounts, deals, and tasks. Add contacts to email sequences and manage sequence statuses. Log and search call records. Perform bulk operations for contact creation, account creation, task creation, and data enrichment.
Send, read, reply to, forward, and manage email messages in user mailboxes. Organize messages into folders, apply categories, flags, and importance levels. Manage file and item attachments. Create, update, delete, and respond to calendar events and meetings. Find available meeting times, manage attendees, handle recurrence, and work with shared or delegated calendars. Create, read, update, and delete contacts, organize them into contact folders, and manage contact photos. Manage tasks and task lists via Microsoft To Do, including due dates, reminders, recurrence, and checklist items. Subscribe to webhook notifications for changes to messages, calendar events, and contacts. Support for Focused Inbox, @-mentions, mail tips, send-on-behalf, and send-as capabilities.
Manage Zoho CRM records across standard and custom modules with the current V8 APIs. Create, read, update, delete, search, and query records; discover module fields, layouts, custom views, and related lists; manage notes, tags, and record attachments; send CRM emails; inspect users and organization metadata; and subscribe to record change notifications.
Common questions about connecting Zoho Crm to AI agents with Metorial.
