Setup
Create a Self Client in Zoho API Console
- Go to api-console.zoho.com
- Create a Self Client
- Generate a refresh token with scopes:
ZohoCRM.modules.ALL - Note the Client ID, Client Secret, and Refresh Token
Add credentials in Orova
Settings → Integrations → Zoho CRM → enter Client ID, Client Secret, Refresh Token, API Domain, and Accounts URL.
Available tools
| Tool | Description |
|---|---|
search_records | Search any module |
get_record | Get record details |
create_record | Create a record |
update_record | Update a record |
delete_record | Delete a record |
list_modules | List available modules |
get_module_fields | Get fields for a module |
search_contacts | Search contacts |
search_leads | Search leads |
search_deals | Search deals |
create_note | Create a note |
create_task | Create a task |