Zoho

Overview

Integrate and automate across the Zoho ecosystem — CRM, Books, Desk, Projects, Creator, and more. This skill covers OAuth2 authentication, the Zoho CRM API v2 (leads, contacts, deals, custom modules), Zoho Books (invoices, payments, expenses), Zoho Desk (tickets, agents), Deluge serverless scripting for custom automation, webhooks, and cross-product data synchronization.

Instructions

Step 1: Authentication — OAuth2

Register an app at https://api-console.zoho.com/. All Zoho APIs use OAuth2.

# Self-client: generate grant code at api-console.zoho.com → Self Client
# Scope: ZohoCRM.modules.ALL,ZohoBooks.fullaccess.all,ZohoDesk.tickets.ALL
curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "grant_type=authorization_code&client_id=ID&client_secret=SECRET&code=CODE&redirect_uri=https://www.zoho.com"