Manage Zoho CRM, Projects, and Meeting resources via OAuth-authenticated API calls.
npx skills add https://github.com/ankitjh4/indic-ai-skills --skill zoho-ankitjh4
Please help me install this Agent Skill. Skill: zoho Source: https://github.com/ankitjh4/indic-ai-skills/tree/main/skills/zoho Command: npx skills add https://github.com/ankitjh4/indic-ai-skills --skill zoho-ankitjh4
The zoho skill streamlines access to Zoho workspace data so users can manage deals, contacts, tasks, projects, milestones, and meeting recordings without manual API calls or web console navigation.
Use the zoho skill to list CRM Deals and fetch details for deal 1234567890.
High-intent search queries and answers about installing and using this skill.
Automate Zoho CRM record management by listing, retrieving, creating, and updating deals, contacts, and leads directly. This avoids manual API calls and web console navigation, streamlining workflows for managing customer relationships and sales pipelines.
Yes, you can fetch Zoho meeting recordings and related metadata for compliance or archival workflows. The integration also queries projects, lists tasks, and inspects milestones to integrate project management workflows into automation pipelines.
Integrating with Zoho projects and meetings requires OAuth credentials including ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, ZOHO_REFRESH_TOKEN, and ZOHO_ORG_ID. These credentials satisfy requirements for automatic OAuth token refresh and secure API interactions.
To create a linked Zoho project and list open tasks for a new deal, pull the deal's details, create a linked project, and query open tasks. This automates the onboarding workflow for new customers by connecting CRM records with project milestones.
Yes, the Zoho API integration supports updating existing contacts and deals. You can retrieve specific records by their ID, modify their details, and apply changes across Zoho organizations without navigating the web console.
Zoho CRM integration authentication errors during token refresh typically occur when the ZOHO_CLIENT_ID, ZOHO_CLIENT_SECRET, or ZOHO_REFRESH_TOKEN environment variables are missing or invalid. Verify these credentials are correctly configured to restore automated API access.
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