Your Zoho CRM in chat and agents — create and manage leads, contacts, accounts, deals, tasks, events, calls, products, notes and tags; run COQL and searches; convert leads; advance blueprints; bulk-export; and work with any standard or custom module. Uses your own Zoho CRM org via Pipedream.
Zoho CRM actions
Ask in plain language — Praxivara picks the right Zoho CRM action, runs it, and confirms anything sensitive first.
List records of ANY module (paged).
Fetch one record by Id from any module.
Create one or more records in ANY module.
Update one record by Id.
Update up to 100 records in one call.
Delete one record by Id.
Delete up to 100 records by Id.
Insert-or-update by duplicate-check fields (idempotent).
Search a module by criteria / email / phone / word.
Run a SQL-like COQL SELECT query (best for exact filters + joins).
Count records in a module (optionally by criteria).
Get a record's related list (Notes, Contacts, Deals, Activities, …).
List every module (to get the api_name for record URLs).
Metadata for one module.
List a module's fields (API names, types, mandatory, picklists).
Create a Lead.
Convert a Lead into a Contact + Account (+ Deal).
Create a Contact.
Create an Account (company).
Create a Deal (opportunity).
Create a Task.
Create an Event (meeting).
Log or schedule a Call.
Create a Campaign.
Create a Product.
Attach a note to a record (simplest form).
Create a note with an explicit parent.
List notes on a record.
List a record's attachments.
Attach a link (URL) to a record.
Get an attachment's bytes.
Tag up to 100 records.
Untag up to 100 records.
List CRM users.
Get one CRM user by id.
Get the org profile (company, currency, edition, zgid).
Get the available Blueprint transitions for a record.
Move a record through a Blueprint transition.
Set a field on many records at once.
Delete many records at once.
Get a record's audit/timeline history.
Kick off an async export of a large set of records.
Check a bulk export job + get the download URL.
Zoho CRM triggers
Events in Zoho CRM that can start an automation on their own — no clicks required once you set it up.
Fires when a new record is created in the chosen Zoho CRM module.
Fires when a record is updated in the chosen module.
Fires on create OR update in the chosen module.
Fires when a new Lead is created.
Fires on Lead create or update.
Fires when a new Contact is created.
Fires on Contact create or update.
Fires when a new Event (meeting) is created.
Fires when a new Zoho CRM user is added (polling).
What you can ask in plain English
No menus, no automation builder to learn. Type it like you'd ask a capable assistant — Praxivara figures out the Zoho CRM steps and shows you exactly what it did.
Related integrations
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