Zoho
Connect Zoho from Integrations in the Workforce AI dashboard, then ask your AI employee to use it as part of a job. The action reference below is normalized from the current Zoho toolkit reference into plain business language.
Good first jobs
Section titled “Good first jobs”- Find customer, project, or business records.
- Prepare an update in the right Zoho application.
- Summarize open work for the owner.
Connect Zoho
Section titled “Connect Zoho”- Open Workforce AI and choose Integrations.
- Find Zoho and select Connect.
- Complete the provider sign-in or connection details shown on screen.
- Return to your AI employee and give it one clear job using Zoho.
The provider controls which accounts and workspaces you can authorize. You can reconnect or remove the connection from the Integrations page.
Available tools
Section titled “Available tools”- Create contact
- Create deal
- Create email draft
- Create event
- Create lead
- Create note
- Create zoho record
- Create zoho tag
- Delete account
- Delete contact
- Delete deal
- Get account
- Get call
- Get contact
- Get email drafts
- Get event
- Get from addresses
- Get module fields
- Get note
- Get record emails
- Get related lists
- Get related records
- Get task
- Get user
- Get zoho records
- Get zoho users
- List accounts
- List calls
- List contacts
- List deals
- List events
- List leads
- List modules
- List notes
- List record attachments
- List tasks
- Search accounts
- Search calls
- Search contacts
- Search deals
- Search events
- Search leads
- Search notes
- Search tasks
- Search zoho records
- Update account
- Update call
- Update deal
- Update email draft
- Update event
- Update lead
- Update note
- Update related records
- Update zoho record
- Upload attachment
Workforce AI applies its approval rules to actions that create, change, send, publish, move, or remove information. When an action needs approval, you will see it in Approvals before it runs.
How to ask for the work
Section titled “How to ask for the work”Use the result you want and the record or audience involved:
Using Zoho, find customer, project, or business records. Show me the result here.
For recurring work, add the timing, the information to use, and the finish line. You can save a successful job as a schedule when it should run on a regular rhythm.
Common questions
Section titled “Common questions”Does Workforce AI need my Zoho password?
Section titled “Does Workforce AI need my Zoho password?”Use the provider sign-in or connection screen shown by Workforce AI. OAuth providers keep your password with the provider.
Why is a proposed action waiting?
Section titled “Why is a proposed action waiting?”Open Approvals in Workforce AI. Review the complete proposal, then approve or deny it.
How do I switch to another Zoho account?
Section titled “How do I switch to another Zoho account?”Open Integrations, remove or reconnect Zoho, and choose the account you want during the provider sign-in.
Can I use Zoho in a scheduled job?
Section titled “Can I use Zoho in a scheduled job?”Yes. Once the connection and job work the way you want, tell your AI employee when the job should run.