zohocl · kbarbel640-del - Agent Skill

02 资源文件 5

参考文档_meta.json273 B
参考文档EXAMPLES.md16.0 KB
脚本index.js11.6 KB
参考文档package.json1009 B
参考文档README.md3.9 KB

03 SKILL.md 正文

Zoho API Skill for OpenClaw

A comprehensive skill for authenticating and interacting with Zoho APIs (CRM, Books, Desk, Creator, and more).

Overview

Zoho is a business SaaS platform offering:

Zoho CRM - Sales and contact management
Zoho Books - Accounting and invoicing
Zoho Desk - Customer support ticketing
Zoho Creator - Low-code application development
Zoho Campaigns - Email marketing
Zoho Inventory - Stock management
Zoho Projects - Project management
And 50+ more business apps!

This skill enables secure OAuth2 authentication and API interactions with all Zoho products.

Setup

1. Create Zoho API Client

Step 1: Go to Zoho Developer Console ? https://api-console.zoho.com/

Step 2: Create a new client

Click "Add Client"
Choose "Server-based Application" (recommended)
Fill in:
- Client Name: OpenClaw-Zoho
- Homepage URL: https://openclaw.ai
- Authorized Redirect URIs: https://openclaw.ai/callback

Step 3: Copy your credentials

Client ID: xxxxxx
Client Secret: xxxxxx

2. Generate Refresh Token

Step 1: Construct OAuth URL

# Replace values in brackets []
https://accounts.zoho.com/oauth/v2/auth?
scope=ZohoCRM.modules.ALL&
client_id=[YOUR_CLIENT_ID]&
response_type=code&
access_type=offline&
redirect_uri=[YOUR_REDIRECT_URI]

Step 2: Open URL in browser

You'll be redirected to Zoho login
Click "Accept" to authorize

Step 3: Copy the authorization code from redirect URL

Step 4: Exchange code for tokens

curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "grant_type=authorization_code" \
  -d "client_id=$ZOHO_CLIENT_ID" \
  -d "client_secret=$ZOHO_CLIENT_SECRET" \
  -d "redirect_uri=$ZOHO_REDIRECT_URI" \
  -d "code=[AUTHORIZATION_CODE]"

Response:

{
  "access_token": "1000.xxxxxx",
  "expires_in": 3600,
  "refresh_token": "1000.xxxxxx"
}

Step 5: Save the refresh token securely!

3. Set Environment Variables

Create a .env file or set in your system:

# Required
export ZOHO_CLIENT_ID="your-client-id"
export ZOHO_CLIENT_SECRET="your-client-secret"
export ZOHO_REFRESH_TOKEN="your-refresh-token"

# Optional (defaults shown)
export ZOHO_DATA_CENTER="com"  # com, eu, cn, au, in, jp
export ZOHO_REDIRECT_URI="https://openclaw.ai/callback"

Data Centers:

Code	Region
com	US (default)
eu	Europe
cn	China
au	Australia
in	India
jp	Japan

4. Generate Access Token

Zoho access tokens expire in 1 hour. Always use refresh token:

curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "grant_type=refresh_token" \
  -d "client_id=$ZOHO_CLIENT_ID" \
  -d "client_secret=$ZOHO_CLIENT_SECRET" \
  -d "refresh_token=$ZOHO_REFRESH_TOKEN"

Response:

{
  "access_token": "1000.xxxxxx",
  "expires_in": 3600
}

Zoho CRM API

Base URLs

Data Center	Base URL
US	`https://www.zohoapis.com/crm/v2`
EU	`https://www.zohoapis.eu/crm/v2`
AU	`https://www.zohoapis.com.au/crm/v2`
IN	`https://www.zohoapis.in/crm/v2`

? Get All Modules

curl -X GET "[BASE_URL]/settings/modules" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

? CRM Leads Management

Get All Leads

curl -X GET "[BASE_URL]/Leads" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json"

Response:

{
  "data": [
    {
      "id": "1234567890",
      "Company": "South Indian AB",
      "Last_Name": "Ravi",
      "First_Name": "Customer",
      "Email": "customer@example.com",
      "Phone": "+46700000000",
      "Status": "Not Contacted"
    }
  ],
  "info": {
    "page": 1,
    "per_page": 200,
    "total_count": 50
  }
}

Create New Lead

curl -X POST "[BASE_URL]/Leads" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [
      {
        "Company": "South Indian AB",
        "Last_Name": "Ravi",
        "First_Name": "Customer",
        "Email": "customer@example.com",
        "Phone": "+46700000000",
        "Lead_Source": "Website",
        "Industry": "Technology"
      }
    ]
  }'

Update Lead

curl -X PUT "[BASE_URL]/Leads/[LEAD_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [
      {
        "Phone": "+46709999999",
        "Status": "Contacted"
      }
    ]
  }'

Delete Lead

curl -X DELETE "[BASE_URL]/Leads/[LEAD_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

? CRM Deals Management

Create Deal

curl -X POST "[BASE_URL]/Deals" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [
      {
        "Deal_Name": "Annual Software License - South Indian AB",
        "Amount": 50000,
        "Closing_Date": "2026-03-31",
        "Stage": "Needs Analysis",
        "Pipeline": "Standard",
        "Account_Name": "1234567890"
      }
    ]
  }'

Get Deals by Stage

curl -X GET "[BASE_URL]/Deals?stage=Closed Won" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

? CRM Contacts Management

Create Contact

curl -X POST "[BASE_URL]/Contacts" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [
      {
        "First_Name": "Ravi",
        "Last_Name": "Senthazal",
        "Email": "ravi@example.com",
        "Phone": "+46701234567",
        "Mailing_Street": "Drottninggatan 1",
        "Mailing_City": "Stockholm",
        "Mailing_Country": "Sweden"
      }
    ]
  }'

? CRM Accounts/Companies Management

Create Account

curl -X POST "[BASE_URL]/Accounts" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [
      {
        "Name": "South Indian Restaurant AB",
        "Phone": "+4681234567",
        "Website": "https://southindian.se",
        "Industry": "Restaurant",
        "Billing_City": "Stockholm",
        "Billing_Country": "Sweden",
        "Type": "Customer"
      }
    ]
  }'

? CRM Notes & Activities

Add Note to Record

curl -X POST "[BASE_URL]/Notes" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [
      {
        "Note_Title": "Follow-up Call Scheduled",
        "Note_Content": "Customer requested follow-up call next week.",
        "Parent_Id": "[LEAD_ID]",
        "Parent_Name": "Leads"
      }
    ]
  }'

Zoho Books API

Base URLs

Data Center	Base URL
US	`https://www.zohoapis.com/books/v3`
EU	`https://www.zohoapis.eu/books/v3`
AU	`https://www.zohoapis.com.au/books/v3`

Important: All requests require organization_id parameter!

? Authentication for Books

Use the same OAuth tokens. Books uses CRM tokens by default!

? Books - Customer Management

Get All Customers

curl -X GET "https://www.zohoapis.com/books/v3/contacts?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

Create Customer

curl -X POST "https://www.zohoapis.com/books/v3/contacts?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "contact_name": "South Indian AB",
    "company_name": "South Indian Restaurant AB",
    "email": "billing@southindian.se",
    "phone": "+4681234567",
    "billing_address": {
      "street": "Drottninggatan 1",
      "city": "Stockholm",
      "state": "Stockholm County",
      "zip": "11123",
      "country": "Sweden"
    }
  }'

? Books - Invoicing

Create Invoice

curl -X POST "https://www.zohoapis.com/books/v3/invoices?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_id": "1234567890",
    "date": "2026-02-05",
    "due_date": "2026-03-05",
    "line_items": [
      {
        "name": "South Indian Dinner Buffet",
        "description": "2 Adults, Weekend Package",
        "rate": 399,
        "quantity": 2,
        "item_id": "1234567890"
      },
      {
        "name": "Welcome Drinks",
        "rate": 49,
        "quantity": 2,
        "item_id": "1234567891"
      }
    ],
    "notes": "Thank you for dining with us!",
    "terms": "Payment due within 30 days."
  }'

Get Invoice Status

curl -X GET "https://www.zohoapis.com/books/v3/invoices/[INVOICE_ID]?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

Send Invoice to Customer

curl -X POST "https://www.zohoapis.com/books/v3/invoices/[INVOICE_ID]/actions/send?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "to_mail_ids": ["customer@example.com"]
  }'

? Books - Expense Tracking

Create Expense

curl -X POST "https://www.zohoapis.com/books/v3/expenses?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "date": "2026-02-05",
    "amount": 1500,
    "account_id": "1234567890",
    "description": "Weekly ingredient supply - spices",
    "vendor_id": "1234567890",
    "tax_id": "1234567890"
  }'

? Books - Reports

Get Profit & Loss Report

curl -X GET "https://www.zohoapis.com/books/v3/reports/profitandloss?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

Zoho Desk API

Base URLs

Data Center	Base URL
US	`https://desk.zoho.com/api/v1`
EU	`https://desk.zoho.eu/api/v1`
AU	`https://desk.zoho.com.au/api/v1`

? Ticket Management

Get All Tickets

curl -X GET "https://desk.zoho.com/api/v1/tickets?departmentId=[DEPT_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

Create Ticket

curl -X POST "https://desk.zoho.com/api/v1/tickets" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "subject": "Table Reservation Issue",
    "departmentId": "1234567890",
    "contact": {
      "lastName": "Ravi",
      "email": "customer@example.com"
    },
    "description": "Customer reported that their online table reservation was not found in the system.",
    "priority": "High",
    "status": "Open"
  }'

Update Ticket

curl -X PUT "https://desk.zoho.com/api/v1/tickets/[TICKET_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "status": "In Progress",
    "priority": "High",
    "assigneeId": "1234567890"
  }'

Add Comment to Ticket

curl -X POST "https://desk.zoho.com/api/v1/tickets/[TICKET_ID]/comments" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "content": "Contacted customer, issue resolved. Reservation updated in system.",
    "isPublic": true
  }'

Zoho Creator API

Base URLs

Data Center	Base URL
US	`https://creator.zoho.com/api/v2`
EU	`https://creator.zoho.eu/api/v2`

? Submit Form Data

curl -X POST "https://creator.zoho.com/api/v2/[APP_LINK_NAME]/[FORM_LINK_NAME]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "Name": "Employee Onboarding",
      "Employee_Name": "John Doe",
      "Department": "Engineering",
      "Start_Date": "2026-03-01",
      "Manager": "Jane Smith"
    }
  }'

? Get Form Records

curl -X GET "https://creator.zoho.com/api/v2/[APP_LINK_NAME]/[FORM_LINK_NAME]?MaxRows=100" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

Zoho Campaigns API

Base URL

https://campaigns.zoho.com/api/v1

? Create Campaign

curl -X POST "https://campaigns.zoho.com/api/v1/campaigns" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "campaign_name": "February Restaurant Promotion",
    "subject": "? Special Offer: 20% Off South Indian Thali!",
    "from_name": "South Indian Restaurant",
    "from_email": "marketing@southindian.se",
    "reply_to": "info@southindian.se"
  }'

? Manage Lists

# Get all mailing lists
curl -X GET "https://campaigns.zoho.com/api/v1/lists" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

Advanced Features

? Auto Token Refresh Script

Create a helper script refresh-zoho-token.sh:

#!/bin/bash

# Refresh Zoho access token
RESPONSE=$(curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "grant_type=refresh_token" \
  -d "client_id=$ZOHO_CLIENT_ID" \
  -d "client_secret=$ZOHO_CLIENT_SECRET" \
  -d "refresh_token=$ZOHO_REFRESH_TOKEN")

# Extract access token
ACCESS_TOKEN=$(echo $RESPONSE | jq -r '.access_token')

# Export for current session
export ZOHO_ACCESS_TOKEN=$ACCESS_TOKEN

echo "Token refreshed: $ACCESS_TOKEN"

Run it:

chmod +x refresh-zoho-token.sh
./refresh-zoho-token.sh

? Webhooks Setup

Zoho can send real-time updates to your endpoints:

Configure in Zoho:

Go to Settings → Webhooks
Add webhook URL: https://your-server.com/api/zoho-webhook
Select triggers (e.g., on_lead_create, on_deal_update)

Handle webhook in your app:

// Express.js example
app.post('/api/zoho-webhook', (req, res) => {
  const { module, data, event } = req.body;
  
  console.log(`Zoho Webhook: ${event} on ${module}`);
  console.log('Data:', data);
  
  // Process the update
  if (module === 'Leads') {
    // Handle new lead
    handleNewLead(data);
  }
  
  res.status(200).send('OK');
});

? Multi-Product Workflows

Example: Restaurant Customer to Invoice Flow

# 1. Customer books table (Zoho Creator form)
curl -X POST "https://creator.zoho.com/api/v2/restaurant/bookings" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": {
      "Customer_Name": "Ravi",
      "Email": "ravi@example.com",
      "Date": "2026-02-14",
      "Guests": 4,
      "Special_Requests": "Window seat preferred"
    }
  }'

# 2. Create CRM contact
curl -X POST "https://www.zohoapis.com/crm/v2/Contacts" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "data": [{
      "First_Name": "Ravi",
      "Email": "ravi@example.com",
      "Source": "Table Booking"
    }]
  }'

# 3. After dining, create invoice
curl -X POST "https://www.zohoapis.com/books/v3/invoices?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_id": "[CUSTOMER_ID]",
    "date": "2026-02-14",
    "line_items": [{
      "name": "Valentine's Day Special Thali",
      "rate": 499,
      "quantity": 4
    }]
  }'

Error Handling

Common Error Codes

Code	Meaning	Solution
401	Invalid token	Refresh your access token
400	Bad request	Check JSON syntax
403	Forbidden	Check API permissions
404	Not found	Verify record ID
429	Rate limit	Wait and retry
500	Server error	Retry later

Retry Logic Example

# Function to call Zoho API with retry
call_zoho_api() {
  local url=$1
  local method=$2
  local data=$3
  local max_attempts=3
  local attempt=1
  
  while [ $attempt -le $max_attempts ]; do
    response=$(curl -s -o /dev/null -w "%{http_code}" \
      -X $method "$url" \
      -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
      -H "Content-Type: application/json" \
      -d "$data")
    
    if [ $response -eq 200 ] || [ $response -eq 201 ]; then
      echo "Success!"
      return 0
    elif [ $response -eq 429 ]; then
      echo "Rate limited, waiting 60s..."
      sleep 60
    else
      echo "Error: $response"
    fi
    
    attempt=$((attempt + 1))
    sleep 5
  done
  
  echo "Failed after $max_attempts attempts"
  return 1
}

Environment Variables Reference

Variable	Required	Description
`ZOHO_CLIENT_ID`	✅	OAuth Client ID
`ZOHO_CLIENT_SECRET`	✅	OAuth Client Secret
`ZOHO_REFRESH_TOKEN`	✅	Long-lived refresh token
`ZOHO_ACCESS_TOKEN`	❌	Short-lived (auto-generated)
`ZOHO_DATA_CENTER`	❌	`com` (default), `eu`, `au`, `in`
`ZOHO_REDIRECT_URI`	❌	OAuth redirect URL
`ZOHO_ORG_ID`	❌	Books/Desk organization ID

Use Cases

?️ Restaurant Business

Task	Zoho Product	Example
Table bookings	Creator	Online reservation form
Customer database	CRM	Track dining preferences
Invoicing	Books	Monthly billing
Support tickets	Desk	Reservation issues
Marketing campaigns	Campaigns	New menu announcements

? SaaS Business

Task	Zoho Product	Example
Lead tracking	CRM	Sales pipeline
Customer support	Desk	Technical issues
Subscription billing	Books/Subscriptions	Recurring invoices
Feature requests	Creator	Feedback portal
Email marketing	Campaigns	Product updates

? General Business

Task	Zoho Product	Example
Contact management	CRM	Company database
Project tracking	Projects	Task assignments
Expense tracking	Books	Receipt management
HR onboarding	Creator	Employee forms
IT help desk	Desk	Support tickets

Security Best Practices

✅ Do's

Store tokens in environment variables
Use HTTPS for all API calls
Rotate refresh tokens periodically
Set up webhook verification
Use least-privilege API scopes

❌ Don'ts

Never commit tokens to GitHub
Don't expose access tokens in URLs
Avoid hardcoding credentials
Don't share tokens between users

Testing

Validate Setup

# Test CRM connection
curl -X GET "https://www.zohoapis.com/crm/v2/settings/modules" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN"

Should return module list. If 401, refresh your token!

Test Invoice Creation

# Create test invoice (amount: 1.00)
curl -X POST "https://www.zohoapis.com/books/v3/invoices?organization_id=[ORG_ID]" \
  -H "Authorization: Zoho-oauthtoken $ZOHO_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "customer_id": "[TEST_CUSTOMER_ID]",
    "line_items": [{
      "name": "Test Item",
      "rate": 1,
      "quantity": 1
    }]
  }'

Troubleshooting

"Invalid Token" Error

# Refresh your access token
curl -X POST "https://accounts.zoho.com/oauth/v2/token" \
  -d "grant_type=refresh_token" \
  -d "client_id=$ZOHO_CLIENT_ID" \
  -d "client_secret=$ZOHO_CLIENT_SECRET" \
  -d "refresh_token=$ZOHO_REFRESH_TOKEN"

"Rate Limit Exceeded"

Wait 60 seconds before retrying
Implement exponential backoff
Reduce API call frequency
Contact Zoho support for higher limits

"Module Not Found"

Verify module name spelling:

✅ Leads, Contacts, Deals, Accounts
❌ Lead, Contact, Deal, Account

Permission Denied

Check your OAuth scopes:

ZohoCRM.modules.ALL for full CRM access
ZohoBooks.fullaccess for Books
ZohoDesk.fullaccess.all for Desk

Resources

Version

Current: 1.0.0
Created: 2026-02-05
Author: OpenClaw Community

Happy Zoho Automation! ??

Questions? Check the troubleshooting section or Zoho's official docs!

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