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Zoho CRM

Provides integration with Zoho CRM via its REST API. See https://www.zoho.com/crm/developer/docs/api/ for additional information.

Revision History

1.0.0.4 Initial Release
1.2.0.0 Corrected token refresh process
1.2.0.1 Added support for the Search function
1.2.0.5 Updated the connector icon and added support for pagination on the Get function

Properties

Connection

Type: Connection Input
The Connection Property. Select the correct region under the Domain property and then click Connect your account and follow prompts to set up a connection.

Domain
Type: List Input
The domain the Zoho CRM account belongs in.

AccessToken
Type: Password
The Token used to access the Zoho CRM APIs. This field will be filled in automatically after you have authorized access to your Zoho account.

RefreshToken
Type: Password
The Token to refresh the AccessToken property. AccessToken expires every hour and will automatically be renewed. This field will be filled in automatically after you have authorized access to your Zoho account.

Action

Type: List Input
Provides the Zoho CRM API action to execute with each transaction.

Create- create a new object of the type specified in Module
Get- get a single object of the type specified in Module
GetAll- get a list of all objects of the type specified in Module
Replace- updates a record of the type specified in Module , any fields that are not explicitly specified in Request will be nulled (cleared)
Update- updates a record of the type specified in Module , fields that are not explicitly specified in Request will not be altered
Delete - delete an object of the type specified in Module having its Id specified in Parameters

Module

Type: List Input
Provides the Zoho CRM module to execute a request. See https://www.zoho.com/crm/developer/docs/api/response-structure.html for the list of modules.

Parameters

Type: Multiline Text Input
Provides the identifier of the record to affect when Action is Replace, Update or Delete.

Request

Type: Multiline Text Input
The JSON request body to be sent with Zoho CRM request on a Create , Replace or Update action.

Response

Type: Multiline Text Output
The JSON response body returned by the Zoho CRM API.

Remarks

Configure a Connection for this Node by selecting the correction region under Domain and then clicking Connection your account .

Refer to Node Samples to see examples of operations supported by the Node.

Examples

  1. This integration retrieves sales orders from Zoho CRM and creates them as client orders in Syspro. Follow this link to see the workflow: Sample Workflow

  2. This integration retrieves contact records from Sage Evolution via a SQL query and creates them as Zoho CRM contacts. Follow this link to see the workflow: Sample Workflow