zoho-crm-automation

# Zoho CRM Automation via Rube MCP Automate Zoho CRM operations through Composio's Zoho toolkit via Rube MCP. ## Prerequisites - Rube MCP must be connected (RUBE_SEARCH_TOOLS available) - Active Zoho CRM connection via `RUBE_MANAGE_CONNECTIONS` with toolkit `zoho` - Always call `RUBE_SEARCH_TOOLS` first to get current tool schemas ## Setup **Get Rube MCP**: Add `https://rube.app/mcp` as an MCP server in your client configuration. No API keys needed — just add the endpoint and it works. 1. Verify Rube MCP is available by confirming `RUBE_SEARCH_TOOLS` responds 2. Call `RUBE_MANAGE_CONNECTIONS` with toolkit `zoho` 3. If connection is not ACTIVE, follow the returned auth link to complete Zoho OAuth 4. Confirm connection status shows ACTIVE before running any workflows ## Core Workflows ### 1. Search and Retrieve Records **When to use**: User wants to find specific CRM records by criteria **Tool sequence**: 1. `ZOHO_LIST_MODULES` - List available CRM modules [Prerequisite] 2. `ZOHO_GET_MODULE_FIELDS` - Get field definitions for a module [Optional] 3. `ZOHO_SEARCH_ZOHO_RECORDS` - Search records by criteria [Required] 4. `ZOHO_GET_ZOHO_RECORDS` - Get records from a module [Alternative] **Key parameters**: - `module`: Module name (e.g., 'Leads', 'Contacts', 'Deals', 'Accounts') - `criteria`: Search criteria string (e.g., 'Email:equals:john@example.com') - `fields`: Comma-separated list of fields to return - `per_page`: Number of records per page - `page`: Page number for...