Zoho Sheet

Zoho Sheet is the online spreadsheet in the Zoho suite. Agents create and share workbooks, read and write cells, ranges, and tabular records by criteria, build tables, pivots, and charts, apply formats and validation, and run merge templates and jobs.

Verified 120 actions OAuth available

Zoho Sheet website Platform Documentation Capability data verified 2026-08-24

The monthly statement run opens against the customer ledger workbook

Fetch Table Records reads the accounts due a statement this cycle

Agent checks each row for a missing balance, a missing address, or a figure outside its usual band

Merge And Save produces the documents for the clean rows and keeps a copy of every one

Get Merge Job confirms what the run produced and how many records it covered

A sample document and the exception list post to the controller

The controller approves the run, and only then do the documents go out by email

What This Integration Enables

Zoho Sheet is unusually well built for a machine to work in. Most spreadsheet APIs give you cells and leave you to it. This one gives a flow real structure to work with:

records read and written by criteria rather than by cell address
formatted tables whose column headers are the keys the record routes use
pivot tables that can be created, filtered, sorted and refreshed
charts that can be inserted, published and exported as images
conditional formats, picklists and data validation
named ranges that follow the block they point at when people edit around it
named versions, with a route back to any of them

A flow can maintain a whole reporting workbook, structure and formatting included, rather than pasting values into a grid somebody else laid out.

That version history is the reason most of this surface is safe to automate. Create Version saves a named state, Revert Version restores it, and Trash Workbooks is a reversible removal with Restore Workbooks as its inverse. FlowRunner agents therefore write records, rebuild pivots, restyle ranges and recompute formulas without stopping to ask, because the workbook can be put back. Every one of these operations is built and verified against the Zoho Sheet official API.

Three routes sit outside that safety. Publish and Publish Charts make data readable by anyone holding a link, with no sign in. Delete Workbooks empties from the trash permanently and Restore Workbooks will not bring them back. And Merge And Email leaves the workbook entirely, which is where this page's human gate goes. One more thing is worth knowing before you write a bulk update. The record and table update and delete routes apply to every row when no criteria are given. That is the vendor's documented behavior rather than a surprise, and it is the reason a flow should resolve and count its criteria before it writes.

Without FlowRunner

Reports rebuilt every cycle The same workbook is refreshed by hand, and the numbers are copied in from three other systems

Merges sent on faith A mail merge goes out and the only record of what each recipient received is the recipient's inbox

Bulk edits with no preview A criteria-free update rewrites more rows than intended and the discovery happens downstream

With FlowRunner

The workbook refreshes itself Records are written from their source systems and the pivots and charts recompute in the same run

Merges reviewed before they leave The documents are generated and kept first, and a person reads one before anything is sent

Destructive writes are scoped Criteria are resolved and counted before the write, so the blast radius is known in advance

Use Case Scenarios

A month-end reporting workbook that maintains itself

Ledger data from Zoho Books or QuickBooks Online arrives as records. An agent saves a named version first, appends the period's rows through Add Table Records, refreshes the pivot tables that summarize them, recalculates the workbook, and exports the charts as images for the board pack. Conditional formatting flags the variances that exceed threshold without anyone applying it by hand. If the run produces something obviously wrong, Revert Version puts the workbook back to the state it was saved in, which is what makes the whole sequence safe to run unattended.
Commission and allocation sheets driven from the source of truth

Deal records from Zoho CRM feed a calculation workbook. The agent writes the closed deals as table records, lets the sheet's own formulas do the arithmetic that finance already trusts, and reads the results back through Get Range Content and Get Pivot Data. The calculations stay where the finance team can inspect and change them, rather than being reimplemented in code nobody outside engineering can audit. Results post to Slack with the outliers named, and the approved figures move on to payroll.
Controlled collaboration on a shared workbook

Share Workbook grants access by email at a chosen level, and the same route is how access is taken away. Lock protects a worksheet or a range against named shared users, which is how a template survives contact with the people filling it in. An agent can open a workbook to a client for a review window, lock the calculation sheets, apply picklists and data validation to the input columns so the entries stay parsable, and close the access again when the window ends. The reviewer edits what they are meant to edit, and the flow reading the sheet afterwards is not guessing at free text.

Human-in-Loop Highlight

Merge And Email is the one route in this connector that a version cannot undo. It runs a merge template over a set of records, generates a document per record, and emails each one as an attachment from the Zoho account. The documents are not saved anywhere. If the record set was wrong, there is no copy to inspect afterwards and no way to know what any individual recipient received, beyond asking them. Reverting the workbook afterwards changes the spreadsheet and nothing else.

Zoho already built the safe version of this, and a FlowRunner flow uses it. Merge And Save runs the same template over the same records and saves the generated documents instead of sending them. So the agent produces the run, reads what came out with Get Merge Job, and stops: "412 statements generated from the March ledger. 3 have a blank balance, 6 name a customer with no address on file, and the largest is 84,000 against a usual maximum near 12,000. Here is the first document and the list of exceptions. Send the 403 clean ones, or hold?" The controller reads an actual document, not a description of one, and answers. Only then does the email merge run. A merge that consumes credit points and reaches hundreds of customers is exactly the kind of one-way door FlowRunner is built to stop at, and stopping there is the difference between an agent that is fast and an agent that is trusted with the customer list. That is the digital andon cord in its most literal form.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via email

Human decides

Agent resumes with decision

Agent Capabilities

120 actions

Workbooks

List Workbooks Reads the workbooks this Zoho user owns or has had shared with them.
List Templates Reads the spreadsheet templates a workbook can be created from.
List Versions Reads a workbook's saved versions, with the version number a revert takes.
Create Workbook Creates an empty workbook and returns the resource id every other operation needs.
Create Workbook From Template Creates a workbook from a template, which is how a flow produces a consistent report shell each period.
Upload Workbook Imports a spreadsheet file, either as a new workbook or as extra worksheets inside an existing one.
Download Workbook Exports a workbook into FlowRunner file storage and returns its URL. Narrowing to a worksheet or range only applies to the text and PDF formats.
Insert Images Places images into a workbook's cells, with an option to keep an uploaded image for reuse rather than uploading it again.
Copy Workbook Makes a new copy of a workbook. Lock settings are inherited by default, so a copy meant for editing may need them turned off.
Share Workbook Shares a workbook with people by email at a chosen access level. Removing access is one of those levels, so this is also how sharing is withdrawn.
Create Version Saves a named version of the workbook as it stands. The write a flow makes before it changes anything.
Revert Version Restores the workbook to a saved version, replacing its current contents. The reason most of this surface is safe to automate.
Trash Workbooks Moves workbooks to the trash, reversibly.
Restore Workbooks Brings trashed workbooks back out of the trash.
Delete Workbooks Permanently deletes workbooks from the trash. This cannot be undone and a restore will not bring them back.
Publish Publishes a workbook, worksheet or range to a public URL that needs no Zoho account. Anyone with the link can read it, so treat it as making the data public.
Remove Publish Withdraws a published workbook, worksheet or range so the public link stops working.
Lock Locks a worksheet or range against editing by named shared users or external share links, which is how a template survives being filled in.
Unlock Removes a worksheet or range lock for named shared users or share links.

Merge

List Merge Templates Reads the merge templates this Zoho user owns or has had shared with them.
List Merge Fields Reads the fields a merge template expects, so the keys in a merge match the template rather than the source system.
List Merge Jobs Reads the merge jobs already run against a template, with their record counts and outcomes.
Get Merge Job Returns one merge job in detail. This is how a flow finds out what a merge actually produced before deciding anything.
Merge And Save Runs a merge template over a set of records and saves one document per record. The reviewable version of a merge, and the step that comes before any send.
Merge And Email Runs a merge template over a set of records and emails each generated document as an attachment. It sends mail from the Zoho account and saves nothing, which is why this page's human gate sits here.

Worksheets

List Worksheets Reads every worksheet in a workbook with its name and its id. The ids survive renames, which makes them the safer thing for a flow to store.
Create Worksheet Adds a worksheet to a workbook.
Copy Worksheet Duplicates a worksheet inside the same workbook.
Copy Worksheet From Workbook Copies a worksheet out of another workbook into this one.
Copy Worksheet To New Workbook Copies a worksheet into a brand new workbook, optionally bringing along the sheets its formulas point at so the copy does not fill with reference errors.
Rename Worksheet Renames a worksheet. The worksheet id does not change, so anything storing the id keeps working.
Delete Worksheet Deletes one worksheet. A workbook must keep at least one, so deleting the last is refused rather than emptying it.
Delete Worksheets Deletes several worksheets at once, refusing the whole call rather than applying it partly.
Freeze Panes Freezes rows or columns so they stay visible while the rest scrolls, or removes an existing freeze.

Charts

List Charts Reads every chart in the workbook with its id, position and publish state.
Insert Chart Creates a chart from one or more data sources, which may be a range, a named range, a table or a formula returning an array.
Update Chart Changes a chart's appearance and layout in one call, sending only what should change.
Clone Chart Duplicates a chart onto the same worksheet and returns the new id.
Move Chart Moves a chart to another worksheet in the same workbook.
Delete Charts Deletes charts by id. An invalid id fails the whole call rather than deleting the rest.
Publish Charts Publishes charts and returns a publish key for each. That key shows the chart to anyone, with no sign in, so it is an access decision rather than a formatting one.
Unpublish Charts Withdraws published charts. Their publish keys stop working immediately.
Export Charts Returns chart images, which is how a rendered chart reaches a slide deck or an email without a screenshot.

Pivot Tables

List Pivot Tables Reads the pivot tables in a workbook with their source and target ranges.
Get Pivot Data Reads one aggregated value out of a pivot table, or its grand total. A cheap way to pull a single summary number into a flow.
Create Pivot Table Builds a pivot table from a table, a named range or a cell range. A target that already holds data fails the call rather than overwriting it.
Edit Pivot Table Reconfigures a pivot table's fields, source, grouping, settings, theme and name.
Delete Pivot Tables Deletes pivot tables by name, or clears a whole worksheet of them.
Refresh Pivot Tables Recomputes pivot tables against their current source data. The step that makes a refreshed workbook actually say something new.
Filter Pivot Table Applies member, label or value filters to a pivot table's fields in a single call.
Sort Pivot Table Sorts a pivot table's fields, optionally by a data column's values rather than alphabetically.
Move Pivot Table Moves a pivot table to a new worksheet or a chosen cell.
Copy Pivot Table Copies a pivot table with its source, fields, filters and settings intact.
List Pivot Charts Reads the pivot charts in the workbook with their chart id, type, pivot table and worksheet.
Create Pivot Chart Creates a chart from an existing pivot table, on the same worksheet as the pivot.
Update Pivot Chart Changes a pivot chart's appearance and layout.
Delete Pivot Charts Deletes pivot charts by id, or every pivot chart on a worksheet.

Tables

List Tables Reads the formatted tables in a workbook with their ids and the range each covers.
Create Table Turns a range into a formatted table, whose column headers become the keys the record routes use.
Remove Table Removes a table's structure. The cell data survives by default.
Rename Table Headers Renames a table's column headers. This changes the key every record operation on the table uses, so a flow writing by name has to change with it.
Fetch Table Records Reads a table's rows, optionally filtered. With no criteria it returns every row, so a large table needs a count.
Add Table Records Appends records to a table, keyed by column header. A key matching no header is ignored silently.
Update Table Records Changes table records matching a filter. With no criteria this updates every row in the table and is not reversible, so the criteria are what a review should look at.
Delete Table Records Deletes table records matching a filter. With no criteria this deletes every row in the table.
Insert Table Columns Adds columns with headers to a table.
Delete Table Columns Removes columns from a table by header name, and the data in those columns goes with them.

Worksheet Records

Fetch Records Reads a worksheet's rows as records, treating a header row as the field names, with a spelled out criteria expression.
Add Records Appends records after the last used row of a worksheet.
Update Records Changes worksheet records matching a criteria expression. In Zoho Sheet's own words, if the criteria is not set then all available rows get updated.
Delete Records Removes worksheet records by criteria or row index. By default it erases the data and leaves the rows behind, which is a different outcome from removing them.
Insert Record Columns Adds columns with headers to a worksheet's header row.

Cells, Ranges and Content

Get Cell Content Reads one cell's value and its note.
Get Range Content Reads the contents of a rectangular range.
Get Named Range Content Reads the contents of a named range. Because the name follows the range when it moves, this is the stable way to read a block that people edit around.
Get Worksheet Content Reads a whole worksheet, or a window of it, in the shape the destination needs.
Get Used Area Returns how far a worksheet's data extends. Cells carrying only formatting do not count, so this reports where the data ends rather than where the styling does.
Set Cell Content Writes a value into one cell. A value beginning with an equals sign is stored as a formula.
Set Cells Content Writes values into scattered cells across a workbook in one call, each entry naming its own worksheet.
Set Row Content Writes values into chosen columns of one row.
Set Range Content Writes CSV text into a worksheet from a chosen cell, overwriting whatever the range already holds.
Append CSV Data Appends CSV text after the last used row, so nothing already there is touched.
Append JSON Data Appends records after the last used row, matching each key to a column header.
Update JSON Data Rewrites specific rows by index. Every record must name the row it replaces, and there is no criteria here.
Insert JSON Data Inserts a new row at a chosen index and fills it, inheriting the formatting of the row above.
Clear Range Content Empties the cells in a range but leaves their formatting alone.
Clear Range Clears everything in a range: content, styles and formats.
Clear Filters Resets every filter applied to a worksheet, so all rows become visible again.
Find Searches for text across a workbook, worksheet, row or column and reports where it matched.
Find And Replace Replaces text across a workbook, worksheet, row or column. There is no preview and no undo here, which makes a saved version the right precaution before it runs.
Recalculate Recomputes the workbook's formulas. Required after the premium record routes, which skip recalculation to stay fast.
Insert Checkbox Puts checkboxes into a range, on the cells Zoho Sheet considers eligible.

Formats

Format Ranges Applies text and cell formatting to one or more ranges in a single call, each entry naming its own worksheet and range.
Set Conditional Format Applies a conditional formatting rule to ranges, as a classic rule, a color scale, a data bar or an icon set.
Clear Conditional Format Removes conditional formatting rules from a range.
List Conditional Formats Reads the conditional formatting rules in a workbook.
Set Image Fit Changes how in-cell images are fitted across a range or worksheet.

Rows, Columns and Notes

Set Row Height Sets the height of one or more row bands, or sizes them from their content.
Set Column Width Sets the width of one or more column bands, or sizes them from their content.
Insert Row Inserts a row at a chosen index, optionally filling it, with default formatting.
Insert Column Inserts a column after the given index, which is the vendor's own wording and the opposite of how the row route reads.
Delete Row Removes one row entirely, shifting everything below it up.
Delete Rows Removes several bands of rows in one call, with the indices read against the sheet as it was before the call.
Delete Column Removes one column entirely, shifting everything to its right left.
Set Cell Note Attaches a note to a cell, which a read returns alongside the value and makes a usable place for a flow to leave a marker.

Named Ranges

List Named Ranges Reads the named ranges in a workbook with the worksheet and range each points at.
Create Named Range Names an absolute range so formulas and other operations can refer to it by name.
Update Named Range Points an existing named range at a different range, keeping the name.
Delete Named Range Removes a named range definition. Formulas that referred to it by name start returning reference errors.

Picklists and Validation

List Picklists Reads the picklists in a workbook with the ranges they cover and the items they offer.
Apply Picklist Puts a picklist on one or more ranges, which is how a flow keeps human entries parsable.
Remove Picklist Takes the picklist off ranges. Values already chosen stay in the cells as plain text.
Set Data Validation Applies a validation rule to ranges. A stop-level alert actually blocks the entry, while an information alert only warns.
Clear Data Validation Removes validation rules from ranges, leaving entered values as they are.
Get Data Validation Reads the validation rule on one cell. A cell with no rule answers successfully with nothing, so an empty result means no rule rather than an error.

Utilities

Convert Range To Index Turns A1 notation into the row and column indices the rest of this service takes.
Convert Index To Range Turns row and column indices back into A1 notation.

Premium Records

Premium Fetch Records The high throughput read, for paid WorkDrive and Zoho One accounts, trading a smaller page size for a much higher call rate.
Premium Add Record The high throughput append, one row per call, which does not recalculate formulas or refresh pivots. A recalculation has to follow.
Premium Update Records The high throughput update, a few rows per call, which also skips recalculation until a flow asks for it.

Frequently Asked Questions

What can FlowRunner do with Zoho Sheet?

FlowRunner agents can run List Workbooks, List Templates, and List Versions in Zoho Sheet, plus 117 more actions.

Does connecting Zoho Sheet to FlowRunner require OAuth?

Yes. Zoho Sheet connects to FlowRunner with OAuth 2.0, so agents authenticate without handling raw credentials.

Can Zoho Sheet trigger a FlowRunner workflow automatically?

Zoho Sheet doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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