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.