Zoho

Learn how to use Zoho with Composio

Overview

SLUG: ZOHO

Description

Zoho Bigin is a simplified CRM solution from Zoho tailored for small businesses, focusing on pipeline tracking and relationship management

Authentication Details

client_id
stringRequired
client_secret
stringRequired
oauth_redirect_uri
stringDefaults to https://backend.composio.dev/api/v1/auth-apps/add
scopes
stringDefaults to ZohoBigin.modules.ALL,ZohoBigin.users.ALL
bearer_token
string
suffix.one
stringRequired

Connecting to Zoho

Create an auth config

Use the dashboard to create an auth config for the Zoho toolkit. This allows you to connect multiple Zoho accounts to Composio for agents to use.

1

Select App

Navigate to the Zoho toolkit page and click “Setup Integration”.

2

Configure Auth Config Settings

Select among the supported auth schemes of and configure them here.

3

Create and Get auth config ID

Click “Create Integration”. After creation, copy the displayed ID starting with ac_. This is your auth config ID. This is not a sensitive ID — you can save it in environment variables or a database. This ID will be used to create connections to the toolkit for a given user.

Connect Your Account

Using OAuth2

1from composio import Composio
2
3# Replace these with your actual values
4zoho_auth_config_id = "ac_YOUR_ZOHO_CONFIG_ID" # Auth config ID created above
5user_id = "0000-0000-0000" # UUID from database/application
6
7composio = Composio()
8
9
10def authenticate_toolkit(user_id: str, auth_config_id: str):
11 connection_request = composio.connected_accounts.initiate(
12 user_id=user_id,
13 auth_config_id=auth_config_id,
14 )
15
16 print(
17 f"Visit this URL to authenticate Zoho: {connection_request.redirect_url}"
18 )
19
20 # This will wait for the auth flow to be completed
21 connection_request.wait_for_connection(timeout=15)
22 return connection_request.id
23
24
25connection_id = authenticate_toolkit(user_id, zoho_auth_config_id)
26
27# You can also verify the connection status using:
28connected_account = composio.connected_accounts.get(connection_id)
29print(f"Connected account: {connected_account}")

Tools

Executing tools

To prototype you can execute some tools to see the responses and working on the Zoho toolkit’s playground

Python
1from composio import Composio
2from openai import OpenAI
3import json
4
5openai = OpenAI()
6composio = Composio()
7
8# User ID must be a valid UUID format
9user_id = "0000-0000-0000" # Replace with actual user UUID from your database
10
11tools = composio.tools.get(user_id=user_id, toolkits=["ZOHO"])
12
13print("[!] Tools:")
14print(json.dumps(tools))
15
16def invoke_llm(task = "What can you do?"):
17 completion = openai.chat.completions.create(
18 model="gpt-4o",
19 messages=[
20 {
21 "role": "user",
22 "content": task, # Your task here!
23 },
24 ],
25 tools=tools,
26 )
27
28 # Handle Result from tool call
29 result = composio.provider.handle_tool_calls(user_id=user_id, response=completion)
30 print(f"[!] Completion: {completion}")
31 print(f"[!] Tool call result: {result}")
32
33invoke_llm()

Tool List

Tool Name: Convert Zoho CRM Lead

Description

Converts a lead into a contact, account, and optionally a deal in zoho crm.

Action Parameters

account_id
string
assign_to
string
contact_id
string
lead_id
stringRequired
notify_lead_owner
boolean
notify_new_entity_owner
boolean
overwrite
boolean

Action Response

data
arrayRequired
error
string
response_data
object
successful
booleanRequired

Tool Name: Create Zoho CRM Record

Description

Creates new records in a specified module in zoho crm.

Action Parameters

data
arrayRequired
lar_id
string
module_api_name
stringRequired
trigger
array

Action Response

data
arrayRequired
error
string
info
objectRequired
response_data
object
successful
booleanRequired

Tool Name: Create Zoho CRM Tag

Description

Creates new tags in zoho crm.

Action Parameters

color_code
stringDefaults to #F48435
module_api_name
stringRequired
name
stringRequired

Action Response

data
objectRequired
error
string
successful
booleanRequired

Tool Name: Get Zoho CRM Records

Description

Retrieves records from a specified module in zoho crm.

Action Parameters

cvid
integer
fields
stringDefaults to First_Name,Last_Name,Email,Phone,Company
ids
string
module_api_name
stringRequired
page
integerDefaults to 1
per_page
integerDefaults to 200
sort_by
stringDefaults to Modified_Time
sort_order
stringDefaults to desc

Action Response

data
arrayRequired
error
string
info
objectRequired
response_data
object
successful
booleanRequired

Tool Name: Update Zoho CRM Record

Description

Updates existing records in a specified module in zoho crm.

Action Parameters

data
arrayRequired
lar_id
string
module_api_name
stringRequired
trigger
string
wf_trigger
boolean

Action Response

data
arrayRequired
error
string
info
objectRequired
response_data
object
successful
booleanRequired