Zoho Vault - Stackone

Getting Started

Create or Select a Project

Set up a new project or select an existing one. See Organizations & Projects.

Configure the Connector

Enable the connector and set up a Connector Profile in your project. See Setup Connector Profile.

Requires registering one client in the Zoho API Console, which every customer signs in through from their own Zoho data…

Link an Account

Link an account from the dashboard (or via StackOne Hub).See the guide for the authentication type chosen in the Connector Profile:

Use Actions

Connect an AI platform to the linked account’s actions. See AI Platforms.Other ways to call actions are listed in Protocols & SDKs.

11 actions

Action

Description

Required scopes

List Unified Groups

List unified user groups in Zoho Vault.

Get Unified Group

Get a unified Zoho Vault user group by id.

List Unified Roles

List unified roles (the built-in Zoho Vault roles) in Zoho Vault.

Get Unified Role

Get a unified built-in Zoho Vault role by id.

List Unified Users

List unified users in Zoho Vault.

Get Unified User

Get a unified Zoho Vault user by id.

List User Groups

List the user groups of a Zoho Vault organization.

Get User Group

Get one Zoho Vault user group with its members.

List Users

List the users of a Zoho Vault organization with their role and enabled flag.

Get User

Get one Zoho Vault user by unique-id.

Check User Access

Read one user from Zoho Vault to prove the connection can read the roster.