Provides integration with Zoho CRM to query, create, update, and delete module records using live Zoho metadata.
0.0.0.3 - Initial release.
0.1.0.4 - Improved metadata-driven templates and response definitions.
Use this Connection to store the Zoho OAuth settings, region, and API domain used by all Zoho CRM methods.
| Property |
Type |
Description |
Region |
String |
Zoho region used for OAuth. Supported values are US, AU, EU, IN, CN, JP, CA, and SA. Defaults to US. |
Client ID |
String |
OAuth client identifier issued by Zoho. |
Client Secret |
Masked |
OAuth client secret issued by Zoho. |
Scope |
String |
Comma-delimited Zoho scopes requested during authorization. Defaults to ZohoCRM.modules.ALL,ZohoCRM.settings.ALL. |
Access Token |
Masked |
OAuth access token used for Zoho CRM API requests. Flowgear refreshes this value automatically when it expires. |
Refresh Token |
Masked |
OAuth refresh token used to renew the access token. |
API Domain |
String |
Zoho API domain returned during token exchange or refresh. |
- Create a Zoho OAuth client that can access Zoho CRM modules and settings metadata.
- Configure the
Connection with the correct Region, Client ID, and Client Secret.
- Complete the OAuth authorization flow to generate the
Refresh Token and API Domain.
- Test the
Connection to confirm that it can authenticate and read Zoho CRM module metadata.
- Template discovery requires a working Zoho CRM
Connection because the Node loads modules and fields from live CRM metadata.
The Node exposes methods to query and manage Zoho CRM records. Templates are generated for each available module using live Zoho metadata.
Queries records in a selected Zoho CRM module and returns one response row per record.
| Parameter |
Type |
Description |
Connection |
Connection |
Zoho CRM Connection used to authenticate the request. |
Request |
Object |
Query definition containing the module, fields, and optional filters. |
Request.Module |
String |
Zoho module API name to query. |
Request.Fields |
String |
Comma-separated list of Zoho field API names to return. The generated template selects the first 40 readable fields by default and lists all readable fields in the sample. |
Request.Id |
String |
Optional Zoho record ID for a single-record query. |
Request.Criteria |
String |
Optional Zoho criteria expression for a list query. |
Request.SortBy |
String |
Optional field API name used to sort the results. |
Request.SortOrder |
String |
Optional sort order. Use asc or desc. |
| Return |
Type |
Description |
Response |
Array |
Zoho records containing the selected fields, module, recordId, providerStatus, providerCode, and the original provider response. A successful query with no matching records returns no rows. |
Creates records in a selected Zoho CRM module and returns one response row per request item.
| Parameter |
Type |
Description |
Connection |
Connection |
Zoho CRM Connection used to authenticate the request. |
Request |
Array |
Stream of create request items. |
Request[].Module |
String |
Zoho module API name in which to create the record. |
Request[].Data |
Object |
Writable Zoho field values for the new record. |
Batch Size |
Integer |
Maximum number of same-module request items sent to Zoho in one API call. Defaults to 100 and must be at least 1. |
| Return |
Type |
Description |
Response |
Array |
One result per request item. Each row includes module, recordId, providerStatus, providerCode, the provider response, and a Flowgear object containing IsSuccess, Message, and the original Request. |
Updates records in a selected Zoho CRM module and returns one response row per request item.
| Parameter |
Type |
Description |
Connection |
Connection |
Zoho CRM Connection used to authenticate the request. |
Request |
Array |
Stream of update request items. |
Request[].Module |
String |
Zoho module API name containing the record. |
Request[].Id |
String |
Zoho record ID to update. |
Request[].Data |
Object |
Writable Zoho field values to apply to the record. |
Batch Size |
Integer |
Maximum number of same-module request items sent to Zoho in one API call. Defaults to 100 and must be at least 1. |
| Return |
Type |
Description |
Response |
Array |
One result per request item. Each row includes module, recordId, providerStatus, providerCode, the provider response, and a Flowgear object containing IsSuccess, Message, and the original Request. |
Deletes records from a selected Zoho CRM module and returns one response row per request item.
| Parameter |
Type |
Description |
Connection |
Connection |
Zoho CRM Connection used to authenticate the request. |
Request |
Array |
Stream of delete request items. |
Request[].Module |
String |
Zoho module API name containing the record. |
Request[].Id |
String |
Zoho record ID to delete. |
Batch Size |
Integer |
Maximum number of same-module request items sent to Zoho in one API call. Defaults to 100 and must be at least 1. |
| Return |
Type |
Description |
Response |
Array |
One result per request item. Each row includes module, recordId, providerStatus, providerCode, the provider response, and a Flowgear object containing IsSuccess, Message, and the original Request. |
- Select a module-specific template to populate the
Request and Response fields from live Zoho CRM metadata.
- Use Zoho field API names in
Request.Fields, Request.Criteria, and mutation Request[].Data values.
- When you provide
Request.Id to Query, the Node reads a single record instead of running a list query.
- The Node handles query paging internally. You do not need to provide Zoho page values.
Create, Update, and Delete group adjacent request items by Module and submit each group in batches up to the selected Batch Size.
- Invalid mutation items return a failed response row. Other items continue processing.
- The Node supports Zoho CRM records APIs only. It does not support COQL or related-record operations.