--- name: zoho description: Interact with Zoho CRM, Projects, and Meeting APIs. Use when managing deals, contacts, leads, tasks, projects, milestones, meeting recordings, or any Zoho workspace data. Triggers on mentions of Zoho, CRM, deals, pipeline, projects, tasks, milestones, meetings, recordings, standups. author: Zone 99 team homepage: https://99.zone repository: https://github.com/shreefentsar/clawdbot-zoho ---

Zoho Integration (CRM + Projects + Meeting)

Made by Zone 99 · GitHub · Contribute

Quick Start

Use the zoho CLI wrapper — it handles OAuth token refresh and caching automatically.

zoho help          # Show all commands
zoho token         # Print current access token (auto-refreshes)

Authentication Setup

Step 1: Register Your Application

1. Go to Zoho API Console
2. Click Add Client → choose Server-based Applications
3. Fill in:

- Client Name: your app name (e.g. "Clawdbot Zoho Integration") - Homepage URL: your domain or https://localhost - Redirect URI: https://localhost/callback (or any URL you control — you only need it once to grab the code)

1. Click Create
2. Note down the Client ID and Client Secret

Step 2: Generate Authorization Code (Grant Token)

Build this URL and open it in your browser (replace the placeholders):

https://accounts.zoho.com/oauth/v2/auth
  ?response_type=code
  &client_id=YOUR_CLIENT_ID
  &scope=ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoProjects.projects.ALL,ZohoProjects.tasks.ALL,ZohoMeeting.recording.READ,ZohoMeeting.meeting.READ,ZohoMeeting.meetinguds.READ,ZohoFiles.files.READ
  &redirect_uri=https://localhost/callback
  &access_type=offline
  &prompt=consent

> Important: Use the accounts URL matching your datacenter: > | Region | Accounts URL | > |--------|-------------| > | US | https://accounts.zoho.com | > | EU | https://accounts.zoho.eu | > | IN | https://accounts.zoho.in | > | AU | https://accounts.zoho.com.au | > | JP | https://accounts.zoho.jp | > | UK | https://accounts.zoho.uk | > | CA | https://accounts.zohocloud.ca | > | SA | https://accounts.zoho.sa |

After granting access, you'll be redirected to something like:

https://localhost/callback?code=1000.abc123...&location=us&accounts-server=https://accounts.zoho.com

Copy the code parameter value. This code expires in 2 minutes — move to Step 3 immediately.

Step 3: Exchange Code for Refresh Token

Run this curl command (replace placeholders):

curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "client_id=YOUR_CLIENT_ID" \
  -d "client_secret=YOUR_CLIENT_SECRET" \
  -d "grant_type=authorization_code" \
  -d "redirect_uri=https://localhost/callback" \
  -d "code=PASTE_CODE_FROM_STEP_2"

Response:

{
  "access_token": "1000.xxxx.yyyy",
  "refresh_token": "1000.xxxx.zzzz",
  "api_domain": "https://www.zohoapis.com",
  "token_type": "Bearer",
  "expires_in": 3600
}

Save the refresh_token — this is your long-lived credential. The access token expires in 1 hour, but the CLI auto-refreshes it using the refresh token.

Step 4: Find Your Org IDs

CRM/Projects Org ID:

# After setting up .env with client_id, client_secret, refresh_token:
zoho raw GET /crm/v7/org | jq '.org[0].id'

Meeting Org ID: Log into Zoho Meeting → Admin Settings → look for the Organization ID in the URL or settings page. It's different from the CRM org ID.

Step 5: Configure .env

Create .env in the skill directory:

ZOHO_CLIENT_ID=1000.XXXXXXXXXXXXXXXXXXXXXXXXX
ZOHO_CLIENT_SECRET=your_client_secret_here
ZOHO_REFRESH_TOKEN=1000.your_refresh_token_here
ZOHO_ORG_ID=123456789              # CRM/Projects org ID
ZOHO_MEETING_ORG_ID=987654321      # Meeting org ID (different from CRM)
ZOHO_CRM_DOMAIN=https://www.zohoapis.com
ZOHO_PROJECTS_DOMAIN=https://projectsapi.zoho.com/restapi
ZOHO_MEETING_DOMAIN=https://meeting.zoho.com
ZOHO_ACCOUNTS_URL=https://accounts.zoho.com

> Adjust the domain URLs if you're on a non-US datacenter (e.g. .eu, .in, .com.au).

OAuth Scopes Reference

| Scope | Used For | |-------|----------| | ZohoCRM.modules.ALL | Read/write CRM records (Deals, Contacts, Leads, etc.) | | ZohoCRM.settings.ALL | Read CRM field definitions and org settings | | ZohoProjects.projects.ALL | Read/write projects | | ZohoProjects.tasks.ALL | Read/write tasks, milestones, bugs, timelogs | | ZohoMeeting.recording.READ | List and access meeting recordings | | ZohoMeeting.meeting.READ | List meetings and session details | | ZohoMeeting.meetinguds.READ | Download recording files | | ZohoFiles.files.READ | Download files (recordings, transcripts) |

You can request fewer scopes if you only need CRM or only need Meeting. The authorization URL scope parameter is comma-separated.

Troubleshooting Auth

• "invalid_code" → The authorization code expired (2 min lifetime). Redo Step 2.
• "invalid_client" → Wrong Client ID, or wrong accounts-server URL for your datacenter.
• "invalid_redirect_uri" → The redirect_uri in the curl must exactly match what you registered in API Console.
• Token refresh fails → Refresh tokens can be revoked. Redo Steps 2–3 to get a new one.
• "Given URL is wrong" → You're hitting the wrong API domain for your datacenter.

CRM Commands

# List records from any module
zoho crm list Deals
zoho crm list Deals "page=1&per_page=5&sort_by=Created_Time&sort_order=desc"
zoho crm list Contacts
zoho crm list Leads

# Get a specific record
zoho crm get Deals 1234567890

# Search with criteria
zoho crm search Deals "(Stage:equals:Closed Won)"
zoho crm search Contacts "(Email:contains:@acme.com)"
zoho crm search Leads "(Lead_Source:equals:Web)"

# Create a record
zoho crm create Contacts '{"data":[{"Last_Name":"Smith","First_Name":"John","Email":"[email protected]"}]}'
zoho crm create Deals '{"data":[{"Deal_Name":"New Project","Stage":"Qualification","Amount":50000}]}'

# Update a record
zoho crm update Deals 1234567890 '{"data":[{"Stage":"Closed Won"}]}'

# Delete a record
zoho crm delete Deals 1234567890

CRM Modules

Leads, Contacts, Accounts, Deals, Tasks, Events, Calls, Notes, Products, Quotes, Sales_Orders, Purchase_Orders, Invoices

Search Operators

equals, not_equal, starts_with, contains, not_contains, in, not_in, between, greater_than, less_than

Projects Commands

# List all projects
zoho proj list

# Get project details
zoho proj get 12345678

# Tasks
zoho proj tasks 12345678
zoho proj create-task 12345678 "name=Fix+login+bug&priority=High&start_date=01-27-2026"
zoho proj update-task 12345678 98765432 "percent_complete=50"

# Other
zoho proj milestones 12345678
zoho proj tasklists 12345678
zoho proj bugs 12345678
zoho proj timelogs 12345678

Task Fields

name, start_date (MM-DD-YYYY), end_date, priority (None/Low/Medium/High), owner, description, tasklist_id, percent_complete

Meeting Commands

# List all recordings
zoho meeting recordings
zoho meeting recordings | jq '[.recordings[] | {topic, sDate, sTime, durationInMins, erecordingId}]'

# Download a recording (use downloadUrl from recordings list)
zoho meeting download "https://files-accl.zohopublic.com/public?event-id=..." output.mp4

# List meetings/sessions
zoho meeting list
zoho meeting list "fromDate=2026-01-01T00:00:00Z&toDate=2026-01-31T23:59:59Z"

# Get meeting details
zoho meeting get 1066944216

...