Zoho Integration (CRM + Projects + Meeting)

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Quick Start

Use the zoho CLI wrapper — it handles OAuth token refresh and caching automatically.

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Authentication Setup

Step 1: Register Your Application

1. 1. Go to Zoho API Console
2. Click Add Client → choose Server-based Applications
3. Fill in:

1. 4. Click Create
2. 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):

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Important: Use the accounts URL matching your datacenter:

Region	Accounts URL
US	INLINECODE3
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:
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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):

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Response:
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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:
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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:

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Adjust the domain URLs if you're on a non-US datacenter (e.g. .eu, .in, .com.au).

OAuth Scopes Reference

You can request fewer scopes if you only need CRM or only need Meeting. The authorization URL scope parameter is comma-separated.

Troubleshooting Auth

• - "invalidcode" → The authorization code expired (2 min lifetime). Redo Step 2.
• "invalidclient" → Wrong Client ID, or wrong accounts-server URL for your datacenter.
• "invalidredirecturi" → 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

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CRM Modules

Search Operators

Projects Commands

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Task Fields

Meeting Commands

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Recording Response Fields

• - erecordingId — encrypted recording ID (use for dedup/tracking)
• INLINECODE26 — meeting title
• INLINECODE27, sTime — start date/time (human-readable)
• INLINECODE29 — start time as epoch ms (use for date filtering)
• INLINECODE30 — recording duration
• INLINECODE31 / publicDownloadUrl — MP4 download URL
• INLINECODE33 — Zoho-generated transcript (if available)
• INLINECODE34 — Zoho-generated summary (if available)
• INLINECODE35 / fileSizeInMB — recording file size
• INLINECODE37 — e.g. INLINECODE38
• INLINECODE39 — meeting identifier
• INLINECODE40 — who started the recording

Meeting Recording Pipeline

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

Raw API Calls

For anything not covered by subcommands:
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Usage Patterns

When checking deals/pipeline

When checking project progress

When creating tasks from conversation

When summarizing meeting recordings

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