Zoho Integration — Automate Zoho with AI on Beauto
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
Category: crm, marketing automation · 57 actions available
What you can automate with Zoho
Beauto connects Zoho with 900+ other apps so you can build AI-powered workflows in minutes. Trigger automations from Zoho events, enrich Zoho data with AI, or sync Zoho with the rest of your stack — without writing code.
- Sync Zoho data with Gmail, Slack, Notion, HubSpot, Google Sheets, and more
- Trigger AI agents on new Zoho events and route the output anywhere
- Schedule recurring Zoho tasks — daily reports, cleanups, or bulk updates
- Use natural language to describe the workflow; Beauto builds it for you
Zoho actions Beauto supports
- Convert Zoho CRM Lead — Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
- Create Zoho CRM Record — Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.
- Create Zoho CRM Tag — Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within
- Get Zoho CRM Module Fields Metadata — Retrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details. Use this tool to discover correct field names and types before creating or updating records, avoidin
- Get Zoho CRM Related Lists Metadata — Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, dis
- Get Zoho CRM Related Records — Fetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name. Use ZOHO_GET_RELATED_LISTS first to discover the correct api_name for the related list you want to a
- Get Zoho CRM Records — Retrieves records from a specified module in Zoho CRM. Notes: - Discrete (page/per_page) pagination is limited to the first 2,000 records. To retrieve records beyond this, use token-based pagination via page_token from t
- Get Zoho CRM Users — Tool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM workflows.
- List Zoho CRM Modules — Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection a
- List Attachments for Zoho CRM Record — Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This returns metadata only, no
- Search Zoho CRM Records — Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagination limits and pe
- Update Related Records in Zoho CRM — Associates or updates relationships between records across different modules in Zoho CRM. This action creates or modifies relationships between a parent record and related records. Common use cases: - Associate Leads/Con
- Update Zoho CRM Record — Updates existing records in a specified module in Zoho CRM. Supports updating up to 100 records per API call. Use field API names (not display names) for all field updates. The 'id' field is mandatory for each record.
- Upload Attachment to Zoho CRM Record — Tool to upload a file or attach a URL as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) or link external URLs in a record's Attachments section. Either upload a fi