> ## Documentation Index
> Fetch the complete documentation index at: https://docs.xpander.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Zoho

> Connect Zoho to xpander and give agents its 23 actions: how to connect it, and which actions to hold for approval.

<Badge color="blue">HTTP API connector</Badge>

An HTTP API described by an OpenAPI spec, not an MCP server. Calls go to `https://zohoapis.com/` and carry the credential the connect dialog asks for.

## What the skill can do

API connector: 23 actions, as they appear in the skill panel. 8 of them create, change or delete something in Zoho; mark those under **These actions need approval** when you add the skill to an agent.

* **Report service** (6): Creator Report Service Update Multiple Records, Creator Report Service Delete Specific Record, Creator Report Service Update Specific Record, Creator Report Service Fetch Report Records, Creator Report Service Delete Multiple Records, Creator Report Service Fetch Record Detail View
* **Bulk operations** (4): Creator Bulk Operations Download Export Job Result, Creator Bulk Operations Get Export Job Details, Creator Bulk Operations Create Export Records Job, Creator Report Service Get All Reports
* **File handling** (4): Creator File Handling Upload Record File, Creator File Handling Download Subform Record File, Creator Field Management Get Form Fields, Creator File Handling Download Record File
* **Publishing service** (3): Creator Publishing Fetch Published Report Records, Creator Publishing Fetch Published Record Detail, Creator Publishing Add Multiple Records To Form
* **Application management** (2): Creator App Management Get Workspace Applications, Creator App Management Get All Accessible Applications
* **Form management** (2): Creator Form Management Get All Forms, Creator Form Management Add Multiple Records
* **Section management** (1): Creator Section Management Get Web Components
* **Page management** (1): Creator Page Management Get All Pages

## Authentication Options

<Tabs>
  <Tab title="API Access">
    ### Generate a Zoho API Key

    1. Log in to your [Zoho API console](https://accounts.zoho.com/signin?servicename=AaaServer\&context=\&serviceurl=https%3A%2F%2Fapi-console.zoho.com%2F).

    2. Choose the type of application you want to create. In this example, we’ll create a **Self Client** app.

           <img src="https://mintcdn.com/xpanderai-099931d1/7A5N55Cd_ax2ZLOs/images/connectors/zoho/img_1.png?fit=max&auto=format&n=7A5N55Cd_ax2ZLOs&q=85&s=c7728fb4f6596f6c28eea81db3ae945e" alt="Img 1" width="2483" height="1249" data-path="images/connectors/zoho/img_1.png" />

    3. Select **Self Client** and click **Create**.

    4. You’ll see the **Client ID** and **Client Secret**. Next, you’ll need to generate an **authorization code**.

    5. Go to the **Generate Code** tab. Under **Scope**, select the appropriate scopes for your app. You can find a full list in the [Zoho Creator documentation](https://www.zoho.com/creator/help/api/v2.1/oauth-overview.html).

    6. Set the validity duration for the authorization code, then click **Create**.

           <img src="https://mintcdn.com/xpanderai-099931d1/7A5N55Cd_ax2ZLOs/images/connectors/zoho/img_2.png?fit=max&auto=format&n=7A5N55Cd_ax2ZLOs&q=85&s=d92e9314d917a3318bbc0bae03bf8173" alt="Img 2" width="2402" height="1203" data-path="images/connectors/zoho/img_2.png" />

    7. Copy and save your **authorization code**.

    8. To get your access token, run the following request:

    ```bash theme={"dark"}
    curl -X POST <BASE-URL>/oauth/v2/token \
      -d "grant_type=authorization_code" \
      -d "code=<AUTHORIZATION-CODE>" \
      -d "client_id=<CLIENT-ID>" \
      -d "client_secret=<CLIENT-SECRET>"
    ```

    Replace the placeholders with your actual values. You can find the `<BASE-URL>` for your Zoho account [here](http://accounts.zoho.com/oauth/serverinfo).

    9. The response will include your **access token** and **refresh token**.

    ### Connect Zoho in xpander

    1. In Xpander Chat, open the agent's settings and click **Add skill**.
    2. Search for **Zoho** and select it.
    3. Enter a **connection name**, e.g., "xpander-zoho".
    4. Choose **Organization** access (one shared account) or **Personal** (your own account, so the agent acts with your permissions where systems allow). On an agent other people use, a personal connection runs their requests as you unless the binding requires each person's own sign-in; see [whose credential a shared agent uses](/use/agents/permissions#whose-credential-a-shared-agent-uses).
    5. Choose **API Key** as the authentication method.
    6. Paste your Zoho access token into the provided field.
    7. Set the **Type** to **Custom**.
    8. In the **Header name** field, enter: `Authorization: Zoho-oauthtoken`.
    9. Click **Connect**.
  </Tab>
</Tabs>

## Give an agent the Zoho skill

Once Zoho is connected, any agent you can edit may be given the skill: open the agent's settings, click **Add skill**, and choose **Zoho**. The skill panel lists the Zoho actions by group. Enable only the groups the agent needs, and mark the actions that should wait for a named person's sign-off under **These actions need approval**. Which skills exist for your organization, and who may add them, is decided by your admins; see [Skills](/use/skills).

## Related Resources

* [Skills](/use/skills)
* [Zoho Creator API Documentation](https://www.zoho.com/creator/help/api/v2.1/)


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