Zoho

Read and write across the Zoho suite — CRM (Bigin), HR (People), expense management, Books — from any myai canvas, function, or chat.

CRMAvailable now

Zoho is the multi-app suite a lot of mid-market teams run because the per-seat math beats stitching together best-of-breed. One credential reaches CRM (Bigin), HR (People), expense management, and accounting (Books) — so a workflow can span recruiting → onboarding → expense → invoicing without juggling four separate integrations.

What you can do

  • CRM pipeline and contacts (Bigin) — pull deals, contacts, and activity into chat; write updates back from automations.
  • HR records (People) — employee data, time off, performance — queryable for org-aware workflows.
  • Expense and invoicing (Books) — financial state becomes a live source for reporting automations and reconciliation.
  • Time tracking and projects — link customer-facing time to invoicing without manual export.
  • One credential, four apps — a single OAuth flow gives functions across the workspace access to whichever Zoho surface they need.

How to connect

Zoho OAuth 2.0. Provide Client ID + Client Secret from the Zoho API Console, then authorize via the Zoho consent screen. Tokens refresh automatically (access_type=offline).

Setup:

  1. Go to the Zoho API Console and create a Server-based Application.
  2. Set the Authorized Redirect URI to the per-tenant callback host shown in the integration setup screen (each myai deployment has its own — copy it exactly).
  3. Copy Client ID + Client Secret back into the integration form.
Connect Zoho in myai

Common use cases

  • New-hire automation — when a People record is created, a function provisions accounts in connected tools and pings the manager via Teams or Slack.
  • Expense-report rollup — Books invoice + expense data joined and posted to the finance lead's chat every Monday.
  • Pipeline-to-invoicing handoff — when a Bigin deal closes, the function creates the matching Books invoice with the right line items.

Reference

  • Connection model: Zoho OAuth 2.0 (server-based application)
  • Scope: ~20 operations across Bigin, People, Books, expense
  • Each myai deployment has a unique redirect URI — don't reuse a single Zoho client across instances
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