Zoho
Survey platform for surveys, questions, collectors, responses, scoring, and survey reports.
Supports survey distribution and response workflows, including invitations and newly received Zoho Survey answers.
Example Use Cases
These are the Zoho actions Snow can use when building apps with you. Connecting an account does not make Snow run these on its own.
Retrieves related list metadata for a Zoho CRM module to discover correct api_name values. Use this before updating related records to avoid INVALID_DATA errors from incorrect related_list_api_name. Returns api_name, display_label, href, and other details for each related list available in the module.
Fetch related-list records (e.g., Notes, Attachments, Emails) for a Zoho CRM parent record using related_list_api_name. Use ZOHO_GET_RELATED_LISTS first to discover the correct api_name for the related list you want to access. Supports pagination for large result sets (up to 2,000 records with page/per_page, unlimited with page_token).
Tool to retrieve users from Zoho CRM. Use when you need to fetch user information such as IDs, names, emails, roles, or status for setting Owner fields or performing user-related operations in CRM workflows.
Tool to list attachment metadata (id, File_Name, Size, Created_Time, etc.) for a specific Zoho CRM record. Use when you need to identify attachments before downloading them via other means. This returns metadata only, not the actual file content.
Lists all available Zoho CRM modules (standard + custom) to reliably select module API names/IDs for operations. Use this tool before calling other module-specific operations to ensure correct module_api_name selection and avoid INVALID_MODULE errors. Particularly useful for discovering custom modules and their exact API names.
Search for records within a Zoho CRM module using server-side queries. Use when you need to find specific records by criteria, email, phone, or keyword instead of listing all records. This avoids pagination limits and performs efficient server-side filtering.
Tool to upload a file or attach a URL as an Attachment to a specific Zoho CRM record. Use when you need to store files (PDFs, documents, images) or link external URLs in a record's Attachments section. Either upload a file via multipart/form-data or provide an attachmentUrl, but not both in a single request.
Converts a lead into a contact, account, and optionally a deal in Zoho CRM.
Creates new records in a specified module in Zoho CRM. Bulk operations may partially succeed — inspect each item's status field in the response, as some records may be created while others fail.
Creates a new tag in Zoho CRM for a specific module. Tags help organize and categorize CRM records. Each module can have up to 100 tags, and each record can have up to 10 tags assigned. Tags must have unique names within a module and can be assigned custom colors from a predefined palette. Creating a tag does not apply it to any records; use separate update actions to assign the tag to records. Use this action to create standardized tags for lead scoring, deal stages, customer segments, or any custom categorization needs in your CRM workflow.