Zoho Integration (CRM + Projects + Meeting)

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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":"[email protected]"}]}'
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