Zoho
for LuumenAI
Zoho is a suite of cloud applications including CRM, email marketing, and collaboration tools, enabling businesses to automate and scale operations
Operate Zoho from the same conversation as the hosts it runs on. Check jobs, queues, and interfaces without a second console; run diagnostic reports; and restart or update with the change previewed, approved, and logged.
The Zoho toolbox
57 tools: 35 read, 22 write. Reads answer instantly. Writes require approval by default. Everything is logged.
- ReadGet Zoho CRM AccountRetrieves a specific Account record from Zoho CRM by its unique identifier.
- ReadGet CallRetrieves a specific Call record by its unique identifier from Zoho CRM.
- ReadGet Zoho CRM ContactRetrieves a single contact record by ID from Zoho CRM.
- ReadGet Email Drafts for Zoho CRM RecordRetrieves email drafts associated with a specific record in Zoho CRM.
- ReadGet Zoho EventRetrieves a specific event record from Zoho CRM by its unique identifier.
- ReadGet From AddressesRetrieves the list of from addresses configured for email operations in Zoho CRM.
- ReadGet Zoho CRM Module Fields MetadataRetrieves field metadata for a Zoho CRM module including API names, data types, permissions, and configuration details.
- ReadGet Zoho CRM NoteRetrieves a single note by its unique identifier from Zoho CRM.
- ReadGet Zoho CRM Record EmailsRetrieves all emails associated with a specific record in Zoho CRM.
- ReadGet Zoho CRM Related Lists MetadataRetrieves related list metadata for a Zoho CRM module to discover correct api_name values.
- ReadGet Zoho CRM Related RecordsFetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name.
- ReadGet Zoho CRM TaskRetrieves a specific task record by its ID from Zoho CRM.
- ReadGet Zoho CRM UserRetrieves a specific user from Zoho CRM by their user ID.
- ReadGet Zoho CRM RecordsRetrieves records from a specified module in Zoho CRM.
- ReadGet Zoho CRM UsersRetrieve users from Zoho CRM.
- ReadList Zoho CRM AccountsRetrieves a list of account records from Zoho CRM with pagination and filtering support.
- ReadList Zoho CRM CallsRetrieves Call activity records from Zoho CRM with pagination support.
- ReadList ContactsRetrieves contact records from Zoho CRM with support for pagination, filtering, and sorting.
- ReadList DealsRetrieves a list of deals from Zoho CRM with support for filtering, sorting, and pagination.
- ReadList Zoho CRM EventsLists events (meetings) from Zoho CRM with pagination and filtering support.
- ReadList Zoho CRM LeadsRetrieves lead records from Zoho CRM's Leads module with pagination support.
- ReadList Zoho CRM ModulesLists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations.
- ReadList Zoho CRM NotesRetrieves a list of notes from Zoho CRM across all modules.
- ReadList Attachments for Zoho CRM RecordList attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record.
- ReadList Zoho CRM TasksRetrieves tasks from the Tasks module in Zoho CRM with support for filtering, pagination, and sorting.
- ReadSearch Zoho CRM AccountsSearch for Account records within Zoho CRM using server-side queries.
- ReadSearch Zoho CRM CallsSearch for Call records in Zoho CRM using server-side queries.
- ReadSearch Zoho CRM ContactsSearch for contacts in Zoho CRM using server-side queries by criteria, email, phone, or keyword.
- ReadSearch Deals in Zoho CRMSearch for Deal records in Zoho CRM using server-side queries.
- ReadSearch EventsSearch for Events in Zoho CRM using server-side queries.
- ReadSearch LeadsSearch for lead records in Zoho CRM using server-side queries.
- ReadSearch NotesSearch for notes in Zoho CRM using server-side queries.
- ReadSearch Zoho CRM TasksSearch for tasks in Zoho CRM using flexible criteria including subject, status, priority, or due date.
- ReadSearch Zoho CRM RecordsSearch for records within a Zoho CRM module using server-side queries.
- ReadValidate Zoho CRM CredentialsValidates Zoho CRM credentials by retrieving current user information.
- WriteConvert Zoho CRM LeadConverts a lead into a contact, account, and optionally a deal in Zoho CRM. Approval by default
- WriteCreate Contact in Zoho CRMCreates a new contact record in Zoho CRM. Approval by default
- WriteCreate Deal in Zoho CRMCreates a new deal in Zoho CRM representing a sales opportunity with deal name, stage, amount, and closing date. Approval by default
- WriteCreate Email Draft in Zoho CRMCreates email drafts for a specific record in Zoho CRM. Approval by default
- WriteCreate Zoho EventCreates a new Event record in Zoho CRM. Approval by default
- WriteCreate Lead in Zoho CRMCreates a new lead record in Zoho CRM with the specified details. Approval by default
- WriteCreate Note in Zoho CRMCreates a new note attached to a specific record in Zoho CRM. Approval by default
- WriteCreate Zoho CRM RecordCreates new records in a specified module in Zoho CRM. Approval by default
- WriteCreate Zoho CRM TagCreates a new tag in Zoho CRM for a specific module. Approval by default
- WriteDelete Zoho AccountDeletes an existing account record from Zoho CRM. Approval by default
- WriteDelete Zoho CRM ContactDeletes a contact from Zoho CRM. Approval by default
- WriteDelete Zoho CRM DealDeletes a deal record from Zoho CRM. Approval by default
- WriteUpdate Zoho CRM AccountUpdates an existing Account record in Zoho CRM with the specified field values. Approval by default
- WriteUpdate Zoho CRM CallUpdates existing call records in the Calls module in Zoho CRM. Approval by default
- WriteUpdate Zoho CRM DealUpdates an existing deal in Zoho CRM. Approval by default
- WriteUpdate Zoho CRM Email DraftUpdates an existing email draft associated with a record in Zoho CRM. Approval by default
- WriteUpdate Zoho CRM EventUpdates existing events in Zoho CRM. Approval by default
- WriteUpdate LeadUpdates existing lead records in Zoho CRM. Approval by default
- WriteUpdate Zoho CRM NoteUpdates an existing note in Zoho CRM. Approval by default
- WriteUpdate Related Records in Zoho CRMAssociates or updates relationships between records across different modules in Zoho CRM. Approval by default
- WriteUpdate Zoho CRM RecordUpdates existing records in a specified module in Zoho CRM. Approval by default
- WriteUpload Attachment to Zoho CRM RecordUpload a file as an Attachment to a specific Zoho CRM record. Approval by default
Questions
How does LuumenAI connect to Zoho?
Authorize once with OAuth 2.0. Luumen lists the scopes each action needs before you approve the connection, and credentials never appear in the chat.
Can LuumenAI change things in Zoho on its own?
Read actions answer immediately. Anything that writes — convert zoho crm lead, create contact in zoho crm, create deal in zoho crm, create email draft in zoho crm, and more — is shown as a plan and requires approval by default, including the 3 actions classified as destructive. Administrators configure that per tool, so you decide exactly which actions can ever run unattended.
Who gets access to the integration?
You decide. Actions are granted per agent, skill, and team, and per environment — production is not staging. Read access can be broad while writes stay narrow.
Is there an audit trail?
Every call to Zoho — read or write, approved or declined — is recorded with the actor, the input, and the result, and can be linked to the ticket or change record.
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Connect in minutes. Every action scoped, approved, and audited from day one.