zoho – OpenClaw Skill

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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)
4. Click Create
5. 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":"j@co.com"}]}'
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

Recording Response Fields

Key fields from zoho meeting recordings:

• erecordingId — encrypted recording ID (use for dedup/tracking)
• topic — meeting title
• sDate, sTime — start date/time (human-readable)
• startTimeinMs — start time as epoch ms (use for date filtering)
• durationInMins — recording duration
• downloadUrl / publicDownloadUrl — MP4 download URL
• transcriptionDownloadUrl — Zoho-generated transcript (if available)
• summaryDownloadUrl — Zoho-generated summary (if available)
• fileSize / fileSizeInMB — recording file size
• status — e.g. UPLOADED
• meetingKey — meeting identifier
• creatorName — who started the recording

Meeting Recording Pipeline

For automated standup/meeting summarization:

# 1. List recordings, filter by today's date (epoch ms)
zoho meeting recordings | jq --argjson start "$START_MS" --argjson end "$END_MS" \
  '[.recordings[] | select(.startTimeinMs >= $start and .startTimeinMs <= $end)]'

# 2. Download recording
zoho meeting download "$DOWNLOAD_URL" /tmp/recording.mp4

# 3. Extract audio
ffmpeg -i /tmp/recording.mp4 -vn -acodec pcm_s16le -ar 16000 -ac 1 /tmp/audio.wav -y

# 4. Transcribe via Gemini Flash API (great for Arabic + English mix)
# See scripts/standup-summarizer.sh for full implementation

# 5. Summarize transcript with Claude/GPT
# 6. Clean up temp files

A complete standup summarizer script is included at scripts/standup-summarizer.sh.

Raw API Calls

For anything not covered by subcommands:

# CRM endpoints
zoho raw GET /crm/v7/settings/fields?module=Deals
zoho raw GET /crm/v7/org

# Meeting endpoints
zoho raw GET "https://meeting.zoho.com/meeting/api/v2/{zsoid}/recordings.json"

# Custom modules
zoho raw GET /crm/v7/Custom_Module

Usage Patterns

When checking deals/pipeline

zoho crm list Deals "sort_by=Created_Time&sort_order=desc&per_page=10" | jq '.data[] | {Deal_Name, Stage, Amount, Closing_Date}'

When checking project progress

zoho proj list | jq '.projects[] | {name, status, id: .id_string}'
zoho proj tasks <project_id> | jq '.tasks[] | {name, status: .status.name, percent_complete, priority}'

When creating tasks from conversation

zoho proj create-task <project_id> "name=Task+description&priority=High&start_date=MM-DD-YYYY&end_date=MM-DD-YYYY"

When summarizing meeting recordings

# Quick list of recent recordings
zoho meeting recordings | jq '[.recordings[:5] | .[] | {topic, sDate, sTime, durationInMins, fileSize}]'

# Download latest recording
URL=$(zoho meeting recordings | jq -r '.recordings[0].downloadUrl')
zoho meeting download "$URL" /tmp/latest.mp4

Rate Limits

• CRM: 100 requests/min
• Projects: varies by plan
• Meeting: standard API limits
• Token refresh: don't call more than needed (cached automatically)

References

• CRM API Fields
• Projects API Endpoints
• Meeting API Reference

Zoho Skill for Clawdbot

Talk to your Zoho workspace like a human. CRM deals, project tasks, meeting recordings — all through natural conversation with your AI agent.

No more tab-switching between Zoho CRM, Projects, and Meeting. Just ask.

What it does

This skill gives your Clawdbot agent direct access to three Zoho products:

CRM — Search, create, and update deals, contacts, leads, and any other module. Your agent reads your pipeline and acts on it.

Projects — List projects, create tasks, track milestones, log time. Your agent becomes your project manager's best friend.

Meeting — Pull recording lists, download MP4s, and feed them into transcription pipelines. The included standup summarizer script handles the full loop: download → transcribe (Gemini Flash) → summarize.

Real use cases

• "What deals closed this month?" → Agent queries CRM, gives you a summary
• "Create a task in Project X: fix the login bug, high priority, due Friday" → Done
• "Summarize today's standup recording" → Downloads from Zoho Meeting, transcribes via Gemini, gives you bullet points
• "Show me all leads from web signups" → Searches CRM with the right filters
• "How's Project Alpha going?" → Pulls task completion stats, flags overdue items
• "Log 2 hours on the API integration task" → Posts a timelog entry

What's included

zoho/
├── SKILL.md              # Agent instructions (how to use the CLI)
├── bin/zoho              # CLI wrapper — handles OAuth, token refresh, caching
├── scripts/
│   └── standup-summarizer.sh   # Full meeting recording → summary pipeline
└── references/
    ├── crm-api.md        # CRM field definitions
    ├── projects-api.md   # Projects endpoint reference
    └── meeting-api.md    # Meeting API reference

Quick start

1. Install via ClawdHub

clawdhub install zoho

2. Register a Zoho API app

Go to Zoho API Console → Add Client → Server-based Application.

Set the redirect URI to https://localhost/callback.

3. Get your refresh token

The SKILL.md has step-by-step instructions for the OAuth flow. It takes about 3 minutes — you generate an auth code, exchange it for a refresh token, and you're set. The CLI handles token refresh automatically after that.

4. Configure .env

Create a .env file in the skill directory:

ZOHO_CLIENT_ID=1000.XXXXX
ZOHO_CLIENT_SECRET=your_secret
ZOHO_REFRESH_TOKEN=1000.your_refresh_token
ZOHO_ORG_ID=123456789
ZOHO_MEETING_ORG_ID=987654321
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 domains for your datacenter (EU, IN, AU, etc.). See SKILL.md for the full region table.

CLI usage

The zoho CLI works standalone too — you don't need Clawdbot to use it.

zoho help                          # All commands
zoho crm list Deals                # List CRM deals
zoho crm search Deals "(Stage:equals:Qualification)"
zoho crm create Contacts '{"data":[{"Last_Name":"Smith","Email":"j@co.com"}]}'
zoho proj list                     # List projects
zoho proj tasks <project-id>       # List tasks
zoho meeting recordings            # List meeting recordings
zoho raw GET /crm/v7/org           # Raw API calls

Standup summarizer

The included standup-summarizer.sh automates daily meeting summaries:

1. Pulls today's recordings from Zoho Meeting
2. Downloads the MP4
3. Extracts audio and transcribes via Gemini Flash API (handles Arabic + English mix)
4. Outputs a structured summary

./scripts/standup-summarizer.sh                    # Today's recordings
./scripts/standup-summarizer.sh --date 2026-01-28  # Specific date

Works great as a cron job for automated daily standups.

Supported Zoho regions

US, EU, IN, AU, JP, UK, CA, SA — just swap the domain URLs in your .env.

Rate limits

• CRM: 100 requests/min
• Projects: varies by plan
• Meeting: standard API limits
• Token refresh is cached — no wasted calls

Contributing

Found a bug? Want to add Zoho Books, Desk, or another product? PRs welcome.

1. Fork the repo
2. Create a feature branch
3. Submit a PR with a clear description

Open an issue if you're unsure about something — happy to discuss before you write code.

GitHub: github.com/shreefentsar/clawdbot-zoho

License

MIT

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Made by the Zone 99 team · 99.zone