Zoho CRM

Get Zoho CRM Access Token

Gets the access token the other Zoho CRM tools need. The bot calls this first.

Unverified

What the model is told

Get an access token for Zoho CRM. Call this once before any other Zoho CRM tool, then pass the access_token value from the response to those tools. Never read the token aloud or share it with the customer. If a Zoho CRM tool returns a 401, call this again to get a fresh token.

Request

POSThttps://YOUR_ZOHO_ACCOUNTS_DOMAIN/oauth/v2/token?refresh_token=YOUR_ZOHO_REFRESH_TOKEN&client_id=YOUR_ZOHO_CLIENT_ID&client_secret=YOUR_ZOHO_CLIENT_SECRET&grant_type=refresh_token

Headers

None.

Parameters

None.

Engage payload

{
  "source": "VOICE_AI",
  "tool": {
    "id": "7295685e-86a8-4a17-9edf-df264d52a0e4",
    "type": "HTTP_REQUEST",
    "label": "Get Zoho CRM Access Token",
    "name": "get_zoho_crm_access_token",
    "customName": false,
    "description": "Get an access token for Zoho CRM. Call this once before any other Zoho CRM tool, then pass the access_token value from the response to those tools. Never read the token aloud or share it with the customer. If a Zoho CRM tool returns a 401, call this again to get a fresh token.",
    "parameters": [],
    "config": {
      "endpoint": {
        "method": "POST",
        "url": "https://YOUR_ZOHO_ACCOUNTS_DOMAIN/oauth/v2/token?refresh_token=YOUR_ZOHO_REFRESH_TOKEN&client_id=YOUR_ZOHO_CLIENT_ID&client_secret=YOUR_ZOHO_CLIENT_SECRET&grant_type=refresh_token"
      },
      "headers": [],
      "body": null,
      "timeout": null
    }
  }
}

IDs are regenerated on every copy.