Talkative
Zoho CRM

Add Zoho CRM Note

Adds a note to a lead or contact in Zoho CRM.

Unverified

Add this first. This tool needs an access token, so add Get Zoho CRM Access Token to the same bot. The bot calls it first and passes the token in.

What the model is told

Add a note to a Zoho CRM lead or contact, for example a summary of the conversation. Find the record's ID first with Find Zoho CRM Contact by Email or Find Zoho CRM Lead by Email. Keep the note factual and brief. Returns the new note's ID.

Request

POSThttps://YOUR_ZOHO_API_DOMAIN/crm/v8/Notes

Headers

  • AuthorizationZoho-oauthtoken {{accessToken}}
  • Content-Typeapplication/json

Body

{
  "data": [
    {
      "Note_Title": "{{title}}",
      "Note_Content": "{{content}}",
      "Parent_Id": {
        "module": {
          "api_name": "{{moduleName}}"
        },
        "id": "{{recordId}}"
      }
    }
  ]
}

Parameters

  • moduleName stringThe module the record belongs to: Contacts or Leads.
  • recordId stringThe Zoho CRM ID of the lead or contact.
  • title stringA short title for the note.
  • content stringThe text of the note.
  • accessToken stringThe access_token value returned by Get Zoho CRM Access Token. Reuse it for the rest of the conversation.

Engage payload

{
  "source": "VOICE_AI",
  "tool": {
    "id": "67afaa8d-d2a8-478b-9db1-68c3066e78ee",
    "type": "HTTP_REQUEST",
    "label": "Add Zoho CRM Note",
    "name": "add_zoho_crm_note",
    "customName": false,
    "description": "Add a note to a Zoho CRM lead or contact, for example a summary of the conversation. Find the record's ID first with Find Zoho CRM Contact by Email or Find Zoho CRM Lead by Email. Keep the note factual and brief. Returns the new note's ID.",
    "parameters": [
      {
        "name": "moduleName",
        "type": "string",
        "description": "The module the record belongs to: Contacts or Leads."
      },
      {
        "name": "recordId",
        "type": "string",
        "description": "The Zoho CRM ID of the lead or contact."
      },
      {
        "name": "title",
        "type": "string",
        "description": "A short title for the note."
      },
      {
        "name": "content",
        "type": "string",
        "description": "The text of the note."
      },
      {
        "name": "accessToken",
        "type": "string",
        "description": "The access_token value returned by Get Zoho CRM Access Token. Reuse it for the rest of the conversation."
      }
    ],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_ZOHO_API_DOMAIN/crm/v8/Notes"
      },
      "headers": [
        {
          "name": "Authorization",
          "value": "Zoho-oauthtoken {{accessToken}}"
        },
        {
          "name": "Content-Type",
          "value": "application/json"
        }
      ],
      "body": "{\n  \"data\": [\n    {\n      \"Note_Title\": \"{{title}}\",\n      \"Note_Content\": \"{{content}}\",\n      \"Parent_Id\": {\n        \"module\": {\n          \"api_name\": \"{{moduleName}}\"\n        },\n        \"id\": \"{{recordId}}\"\n      }\n    }\n  ]\n}",
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.