Skill: byungkyu/zoho-crm (version 1.0.5)

--- name: zoho-crm description: | Zoho CRM API integration with managed OAuth. Manage leads, contacts, accounts, deals, and other CRM records. Use this skill when users want to read, create, update, or delete CRM records, search contacts, manage sales pipelines, access organization settings, manage users, or retrieve module metadata in Zoho CRM. For other third party apps, use the api-gateway skill (https://clawhub.ai/byungkyu/api-gateway). Requires network access and valid Maton API key. metadata: author: maton version: "1.0" clawdbot: emoji: 🧠 requires: env: - MATON_API_KEY --- # Zoho CRM Access the Zoho CRM API with managed OAuth authentication. Manage leads, contacts, accounts, deals, and other CRM modules with full CRUD operations including search and bulk operations. Also supports organization details, user management, and module metadata retrieval. ## Quick Start ```bash # List leads python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ## Base URL ``` https://api.maton.ai/zoho-crm/crm/v8/{endpoint} ``` Maton proxies requests to `www.zohoapis.com/crm/v8` and automatically injects your OAuth token. ## Authentication All requests require the Maton API key in the Authorization header: ``` Authorization: Bearer $MATON_API_KEY ``` **Environment Variable:** Set your API key as `MATON_API_KEY`: ```bash export MATON_API_KEY="YOUR_API_KEY" ``` ### Getting Your API Key 1. Sign in or create an account at [maton.ai](https://maton.ai) 2. Go to [maton.ai/settings](https://maton.ai/settings) 3. Copy your API key ## Connection Management Manage your Zoho CRM OAuth connections at `https://api.maton.ai`. ### List Connections ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/connections?app=zoho-crm&status=ACTIVE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Create Connection ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({'app': 'zoho-crm'}).encode() req = urllib.request.Request('https://api.maton.ai/connections', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Get Connection ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/connections/{connection_id}') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "connection": { "connection_id": "{connection_id}", "status": "ACTIVE", "creation_time": "2025-12-08T07:20:53.488460Z", "last_updated_time": "2026-01-31T20:03:32.593153Z", "url": "https://connect.maton.ai/?session_token=...", "app": "zoho-crm", "metadata": {} } } ``` Open the returned `url` in a browser to complete OAuth authorization. ### Delete Connection ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/connections/{connection_id}', method='DELETE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Specifying Connection If you have multiple Zoho CRM connections, specify which one to use with the `Maton-Connection` header: ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Maton-Connection', '{connection_id}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` If you have multiple connections, always include this header to ensure requests go to the intended account. ## Security & Permissions - Access is scoped to leads, contacts, accounts, deals, and other CRM records within the connected Zoho CRM account. - **All write operations require explicit user approval.** Before executing any create, update, or delete call, confirm the target resource and intended effect with the user. ## API Reference ### Modules Zoho CRM organizes data into modules. Core modules include: | Module | API Name | Description | |--------|----------|-------------| | Leads | `Leads` | Potential customers | | Contacts | `Contacts` | Individual people | | Accounts | `Accounts` | Organizations/companies | | Deals | `Deals` | Sales opportunities | | Campaigns | `Campaigns` | Marketing campaigns | | Tasks | `Tasks` | To-do items | | Calls | `Calls` | Phone call logs | | Events | `Events` | Calendar appointments | | Products | `Products` | Items you sell | ### List Records ```bash GET /zoho-crm/crm/v8/{module_api_name}?fields={field1},{field2} ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `fields` | string | **Required.** Comma-separated field API names (max 50) | | `page` | integer | Page number (default: 1) | | `per_page` | integer | Records per page (default/max: 200) | | `sort_by` | string | Sort by: `id`, `Created_Time`, or `Modified_Time` | | `sort_order` | string | `asc` or `desc` (default) | | `cvid` | long | Custom view ID | | `page_token` | string | For >2000 records pagination | **Example - List Leads:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email,Phone,Company') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "First_Name": "Christopher", "Email": "[REDACTED_SECRET]", "Last_Name": "Maclead (Sample)", "Phone": "555-555-5555", "Company": "Rangoni Of Florence", "id": "7243485000000597000" } ], "info": { "per_page": 200, "count": 1, "page": 1, "sort_by": "id", "sort_order": "desc", "more_records": false, "next_page_token": null } } ``` **Example - List Contacts:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Contacts?fields=First_Name,Last_Name,Email,Phone') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Example - List Accounts:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Accounts?fields=Account_Name,Website,Phone') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Example - List Deals:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Deals?fields=Deal_Name,Stage,Amount') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Get Record ```bash GET /zoho-crm/crm/v8/{module_api_name}/{record_id} ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads/7243485000000597000') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Create Records ```bash POST /zoho-crm/crm/v8/{module_api_name} Content-Type: application/json { "data": [ { "field_api_name": "value" } ] } ``` **Mandatory Fields by Module:** | Module | Required Fields | |--------|-----------------| | Leads | `Last_Name` | | Contacts | `Last_Name` | | Accounts | `Account_Name` | | Deals | `Deal_Name`, `Stage` | | Tasks | `Subject` | | Calls | `Subject`, `Call_Type`, `Call_Start_Time`, `Call_Duration` | | Events | `Event_Title`, `Start_DateTime`, `End_DateTime` | **Example - Create Lead:** ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({ "data": [{ "Last_Name": "Smith", "First_Name": "John", "Email": "[REDACTED_SECRET]", "Company": "Acme Corp", "Phone": "+1-555-0123" }] }).encode() req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2026-02-06T01:10:56-08:00", "Modified_By": { "name": "User Name", "id": "7243485000000590001" }, "Created_Time": "2026-02-06T01:10:56-08:00", "id": "7243485000000619001", "Created_By": { "name": "User Name", "id": "7243485000000590001" } }, "message": "record added", "status": "success" } ] } ``` **Example - Create Contact:** ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({ "data": [{ "Last_Name": "Doe", "First_Name": "Jane", "Email": "[REDACTED_SECRET]", "Phone": "+1-555-9876" }] }).encode() req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Contacts', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Example - Create Account:** ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({ "data": [{ "Account_Name": "Acme Corporation", "Website": "https://acme.com", "Phone": "+1-555-1234" }] }).encode() req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Accounts', data=data, method='POST') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Update Records ```bash PUT /zoho-crm/crm/v8/{module_api_name} Content-Type: application/json { "data": [ { "id": "record_id", "field_api_name": "updated_value" } ] } ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json data = json.dumps({ "data": [{ "id": "7243485000000619001", "Phone": "+1-555-9999", "Company": "Updated Company Name" }] }).encode() req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads', data=data, method='PUT') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') req.add_header('Content-Type', 'application/json') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "code": "SUCCESS", "details": { "Modified_Time": "2026-02-06T01:11:01-08:00", "Modified_By": { "name": "User Name", "id": "7243485000000590001" }, "Created_Time": "2026-02-06T01:10:56-08:00", "id": "7243485000000619001", "Created_By": { "name": "User Name", "id": "7243485000000590001" } }, "message": "record updated", "status": "success" } ] } ``` ### Delete Records ```bash DELETE /zoho-crm/crm/v8/{module_api_name}?ids={record_id1},{record_id2} ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `ids` | string | Comma-separated record IDs (required, max 100) | | `wf_trigger` | boolean | Execute workflows (default: true) | **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads?ids=7243485000000619001', method='DELETE') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "code": "SUCCESS", "details": { "id": "7243485000000619001" }, "message": "record deleted", "status": "success" } ] } ``` ### Search Records ```bash GET /zoho-crm/crm/v8/{module_api_name}/search ``` **Query Parameters (one required):** | Parameter | Type | Description | |-----------|------|-------------| | `criteria` | string | Search criteria (e.g., `(Last_Name:equals:Smith)`) | | `email` | string | Search by email address | | `phone` | string | Search by phone number | | `word` | string | Global text search | | `page` | integer | Page number | | `per_page` | integer | Records per page (max 200) | **Criteria Format:** `((field_api_name:operator:value) and/or (...))` **Operators:** - Text fields: `equals`, `not_equal`, `starts_with`, `in` - Date/Number fields: `equals`, `not_equal`, `greater_than`, `less_than`, `between`, `in` - Boolean fields: `equals`, `not_equal` **Example - Search by email:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/Leads/search?email=[REDACTED_SECRET]') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Example - Search by criteria:** ```bash python <<'EOF' import urllib.request, os, json import urllib.parse criteria = urllib.parse.quote('(Last_Name:starts_with:Smith)') req = urllib.request.Request(f'https://api.maton.ai/zoho-crm/crm/v8/Leads/search?criteria={criteria}') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "data": [ { "First_Name": "Christopher", "Email": "[REDACTED_SECRET]", "Last_Name": "Maclead (Sample)", "id": "7243485000000597000" } ], "info": { "per_page": 200, "count": 1, "page": 1, "more_records": false } } ``` ### Organization Details Retrieve your Zoho CRM organization details. ```bash GET /zoho-crm/crm/v8/org ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/org') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "org": [ { "id": "7243485000000020005", "company_name": "Acme Corp", "domain_name": "org123456789", "primary_email": "[REDACTED_SECRET]", "phone": "555-555-5555", "currency": "US Dollar - USD", "currency_symbol": "$", "iso_code": "USD", "time_zone": "PST", "country_code": "US", "zgid": "123456789", "type": "production", "mc_status": false, "license_details": { "paid": true, "paid_type": "enterprise", "users_license_purchased": 10, "trial_expiry": null } } ] } ``` ### Users Retrieve users in your Zoho CRM organization. ```bash GET /zoho-crm/crm/v8/users ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `type` | string | Filter by user type: `AllUsers`, `ActiveUsers`, `DeactiveUsers`, `ConfirmedUsers`, `NotConfirmedUsers`, `DeletedUsers`, `ActiveConfirmedUsers`, `AdminUsers`, `ActiveConfirmedAdmins`, `CurrentUser` | | `page` | integer | Page number (default: 1) | | `per_page` | integer | Records per page (default/max: 200) | | `ids` | string | Comma-separated user IDs (max 100) | **Example - List all users:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/users?type=AllUsers') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "users": [ { "id": "7243485000000590001", "first_name": "John", "last_name": "Doe", "full_name": "John Doe", "email": "[REDACTED_SECRET]", "status": "active", "confirm": true, "role": { "name": "CEO", "id": "7243485000000026005" }, "profile": { "name": "Administrator", "id": "7243485000000026011" }, "time_zone": "PST", "country": "US", "locale": "en_US" } ], "info": { "per_page": 200, "count": 1, "page": 1, "more_records": false } } ``` **Example - Get specific user:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/users/7243485000000590001') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Modules Metadata Retrieve metadata about all available CRM modules. ```bash GET /zoho-crm/crm/v8/settings/modules ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `status` | string | Filter by status: `user_hidden`, `system_hidden`, `scheduled_for_deletion`, `visible` | **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/settings/modules') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "modules": [ { "api_name": "Leads", "module_name": "Leads", "singular_label": "Lead", "plural_label": "Leads", "api_supported": true, "creatable": true, "editable": true, "deletable": true, "viewable": true, "status": "visible", "generated_type": "default", "id": "7243485000000002175", "profiles": [ {"name": "Administrator", "id": "7243485000000026011"} ] } ] } ``` ### Fields Metadata Retrieve field metadata for a specific module. ```bash GET /zoho-crm/crm/v8/settings/fields?module={module_api_name} ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `module` | string | **Required.** API name of the module (e.g., `Leads`, `Contacts`) | | `type` | string | `all` for all fields, `unused` for unused fields only | **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/settings/fields?module=Leads') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "fields": [ { "api_name": "Last_Name", "field_label": "Last Name", "data_type": "text", "system_mandatory": true, "custom_field": false, "visible": true, "searchable": true, "sortable": true, "id": "7243485000000002613" } ] } ``` ### Layouts Metadata Retrieve layout metadata for a specific module. ```bash GET /zoho-crm/crm/v8/settings/layouts?module={module_api_name} ``` **Query Parameters:** | Parameter | Type | Description | |-----------|------|-------------| | `module` | string | **Required.** API name of the module (e.g., `Leads`, `Contacts`) | **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/settings/layouts?module=Leads') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "layouts": [ { "id": "7243485000000091055", "name": "Standard", "api_name": "Standard", "status": "active", "visible": true, "profiles": [ {"name": "Administrator", "id": "7243485000000026011"} ], "sections": [ { "display_label": "Lead Information", "api_name": "Lead_Information", "sequence_number": 1, "fields": [...] } ] } ] } ``` ### Roles Retrieve roles in your Zoho CRM organization. ```bash GET /zoho-crm/crm/v8/settings/roles ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/settings/roles') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "roles": [ { "id": "7243485000000026005", "name": "CEO", "display_label": "CEO", "share_with_peers": true, "description": null, "reporting_to": null }, { "id": "7243485000000026008", "name": "Manager", "display_label": "Manager", "share_with_peers": false, "reporting_to": { "name": "CEO", "id": "7243485000000026005" } } ] } ``` **Example - Get specific role:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/settings/roles/7243485000000026005') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Profiles Retrieve profiles (permission sets) in your Zoho CRM organization. ```bash GET /zoho-crm/crm/v8/settings/profiles ``` **Example:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/settings/profiles') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` **Response:** ```json { "profiles": [ { "id": "7243485000000026011", "name": "Administrator", "display_label": "Administrator", "type": "normal_profile", "custom": false, "description": null }, { "id": "7243485000000026014", "name": "Standard", "display_label": "Standard", "type": "normal_profile", "custom": false, "description": null } ] } ``` **Example - Get specific profile:** ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/zoho-crm/crm/v8/settings/profiles/7243485000000026011') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ## Pagination Zoho CRM uses page-based pagination with optional page tokens for large datasets: ```bash GET /zoho-crm/crm/v8/{module_api_name}?fields=First_Name,Last_Name&page=1&per_page=50 ``` Response includes pagination info: ```json { "data": [...], "info": { "per_page": 50, "count": 50, "page": 1, "sort_by": "id", "sort_order": "desc", "more_records": true, "next_page_token": "token_value", "page_token_expiry": "2026-02-07T01:10:56-08:00" } } ``` - For up to 2,000 records: Use `page` parameter (increment each request) - For 2,000+ records: Use `page_token` from previous response - Page tokens expire after 24 hours ## Code Examples ### JavaScript ```javascript const response = await fetch( 'https://api.maton.ai/zoho-crm/crm/v8/Leads?fields=First_Name,Last_Name,Email', { headers: { 'Authorization': `Bearer ${process.env.MATON_API_KEY}` } } ); const data = await response.json(); ``` ### Python ```python import os import requests response = requests.get( 'https://api.maton.ai/zoho-crm/crm/v8/Leads', headers={'Authorization': f'Bearer {os.environ["MATON_API_KEY"]}'}, params={'fields': 'First_Name,Last_Name,Email'} ) data = response.json() ``` ## Notes - The `fields` parameter is **required** for list operations (max 50 fields) - Module API names are case-sensitive (e.g., `Leads`, not `leads`) - Maximum 100 records per create/update request - Maximum 100 records per delete request - Maximum 200 records returned per GET request - Maximum 2,000 records without page_token; up to 100,000 with page_token - Use field API names (not display names) in requests - If you receive a scope error, contact Maton support at [REDACTED_SECRET] with the specific operations/APIs you need and your use-case - Empty datasets return HTTP 204 (No Content) with empty body - IMPORTANT: When using curl commands, use `curl -g` when URLs contain brackets to disable glob parsing - IMPORTANT: When piping curl output to `jq` or other commands, environment variables like `$MATON_API_KEY` may not expand correctly in some shell environments ## Error Handling | Status | Meaning | |--------|---------| | 400 | Missing Zoho CRM connection, missing required parameter, or invalid request | | 401 | Invalid or missing Maton API key, or OAuth scope mismatch | | 404 | Resource not found | | 429 | Rate limited | | 4xx/5xx | Passthrough error from Zoho CRM API | ### Common Error Codes | Code | Description | |------|-------------| | `OAUTH_SCOPE_MISMATCH` | OAuth token lacks required permissions for the endpoint | | `MANDATORY_NOT_FOUND` | Required field is missing | | `INVALID_DATA` | Data type mismatch or format error | | `DUPLICATE_DATA` | Record violates unique field constraint | | `RECORD_NOT_FOUND` | The specified record ID does not exist | ### Troubleshooting: API Key Issues 1. Check that the `MATON_API_KEY` environment variable is set: ```bash echo $MATON_API_KEY ``` 2. Verify the API key is valid by listing connections: ```bash python <<'EOF' import urllib.request, os, json req = urllib.request.Request('https://api.maton.ai/connections') req.add_header('Authorization', f'Bearer {os.environ["MATON_API_KEY"]}') print(json.dumps(json.load(urllib.request.urlopen(req)), indent=2)) EOF ``` ### Troubleshooting: Invalid App Name 1. Ensure your URL path starts with `zoho-crm`. For example: - Correct: `https://api.maton.ai/zoho-crm/crm/v8/Leads` - Incorrect: `https://api.maton.ai/crm/v8/Leads` ## Resources - [Zoho CRM API v8 Documentation](https://www.zoho.com/crm/developer/docs/api/v8/) - [Get Records API](https://www.zoho.com/crm/developer/docs/api/v8/get-records.html) - [Insert Records API](https://www.zoho.com/crm/developer/docs/api/v8/insert-records.html) - [Update Records API](https://www.zoho.com/crm/developer/docs/api/v8/update-records.html) - [Delete Records API](https://www.zoho.com/crm/developer/docs/api/v8/delete-records.html) - [Search Records API](https://www.zoho.com/crm/developer/docs/api/v8/search-records.html) - [Organization API](https://www.zoho.com/crm/developer/docs/api/v8/get-org-data.html) - [Users API](https://www.zoho.com/crm/developer/docs/api/v8/get-users.html) - [Modules API](https://www.zoho.com/crm/developer/docs/api/v8/modules-api.html) - [Fields API](https://www.zoho.com/crm/developer/docs/api/v8/field-meta.html) - [Layouts API](https://www.zoho.com/crm/developer/docs/api/v8/layouts-meta.html) - [Roles API](https://www.zoho.com/crm/developer/docs/api/v8/get-roles.html) - [Profiles API](https://www.zoho.com/crm/developer/docs/api/v8/get-profiles.html) - [Maton Community](https://discord.com/invite/dBfFAcefs2) - [Maton Support](mailto:[REDACTED_SECRET])


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