Zoho CRM
Connects Flowgear workflows to Zoho CRM records so you can query, create, update, and delete module data using live Zoho metadata.
Revision History
Revision details were not found in a dedicated help history source in this repository.
0.0.0.3 - 2026/05/07 - Initial checked-in Zoho CRM V2 connector with metadata-driven query, create, update, and delete support.
Connection
Use this connection to store the Zoho OAuth settings, region, and API domain used by all Zoho CRM node methods.
| Property | Type | Description |
|---|---|---|
Region |
String | Zoho region used for OAuth flows. Supported values are US, AU, EU, IN, CN, JP, CA, and SA. |
Client ID |
String | OAuth client identifier issued by Zoho. |
Client Secret |
Masked String | 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 String | Cached OAuth access token used for Zoho CRM API requests. |
Refresh Token |
Masked String | OAuth refresh token used to renew the access token. |
API Domain |
String | Zoho API domain returned by token exchange or refresh and used for CRM REST calls. |
Setup Notes
- Create a Zoho OAuth client that can access Zoho CRM modules and settings metadata.
- Configure the connection with the correct
Region,Client ID, andClient Secret. - Complete the OAuth authorization flow so the connection can store a
Refresh TokenandAPI Domain. - Run the connection test to confirm the connection can authenticate and read Zoho CRM module metadata.
- Template discovery depends on a working Zoho CRM connection because modules and fields are loaded from live CRM metadata instead of a checked-in schema.
Methods
The node exposes record-based query and CRUD methods. Query uses a single request object. Create, Update, and Delete accept request arrays and can batch multiple rows in one Zoho API call.
Query
Queries Zoho CRM records from a selected module and returns one normalized response row per record.
| Parameter | Type | Description |
|---|---|---|
Connection |
Connection | Zoho CRM connection profile. |
Request.Module |
String | Zoho module API name to query. |
Request.Fields |
Array | One or more Zoho field API names to return. |
Request.Id |
String | Optional Zoho record identifier for a single-record read. |
Request.Criteria |
String | Optional Zoho criteria expression for list queries. |
Request.SortBy |
String | Optional field API name used for sorting. |
Request.SortOrder |
String | Optional sort order such as asc or desc. |
| Return | Type | Description |
|---|---|---|
Response |
Array | Normalized response rows that include the returned Zoho fields plus module, recordId, providerCode, providerStatus, status, statusMessage, errorMessage, and response. |
Create
Creates Zoho CRM records in the selected module and returns one normalized response row per submitted item.
| Parameter | Type | Description |
|---|---|---|
Connection |
Connection | Zoho CRM connection profile. |
Request |
Array | Create request items. |
Request[].Module |
String | Zoho module API name for the record to create. |
Request[].Data |
Object | Writable Zoho field values for the new record. |
Batch Size |
Integer | Maximum number of request items sent to Zoho per API call. Defaults to 100. |
| Return | Type | Description |
|---|---|---|
Response |
Array | Normalized response rows that include request context plus module, recordId, providerCode, providerStatus, status, statusMessage, errorMessage, and response. |
Update
Updates existing Zoho CRM records in the selected module and returns one normalized response row per submitted item.
| Parameter | Type | Description |
|---|---|---|
Connection |
Connection | Zoho CRM connection profile. |
Request |
Array | Update request items. |
Request[].Module |
String | Zoho module API name for the record to update. |
Request[].Id |
String | Zoho record identifier to update. |
Request[].Data |
Object | Writable Zoho field values to apply to the target record. |
Batch Size |
Integer | Maximum number of request items sent to Zoho per API call. Defaults to 100. |
| Return | Type | Description |
|---|---|---|
Response |
Array | Normalized response rows that include request context plus module, recordId, providerCode, providerStatus, status, statusMessage, errorMessage, and response. |
Delete
Deletes Zoho CRM records in the selected module and returns one normalized response row per submitted item.
| Parameter | Type | Description |
|---|---|---|
Connection |
Connection | Zoho CRM connection profile. |
Request |
Array | Delete request items. |
Request[].Module |
String | Zoho module API name for the record to delete. |
Request[].Id |
String | Zoho record identifier to delete. |
Batch Size |
Integer | Maximum number of request items sent to Zoho per API call. Defaults to 100. |
| Return | Type | Description |
|---|---|---|
Response |
Array | Normalized response rows that include request context plus module, recordId, providerCode, providerStatus, status, statusMessage, errorMessage, and response. |
Usage Notes
- Templates are module-specific and are generated from live Zoho CRM metadata after authentication.
- Use Zoho field API names in
Request.Fields,Request.Criteria, and mutationRequest[].Datapayloads. - When
Request.Idis supplied toQuery, the node performs a single-record read instead of a list query. - Query paging is handled internally by the node, so workflows do not need to provide Zoho page values.
- Create, Update, and Delete group request items by module and send them to Zoho in batches up to the selected
Batch Size.
Known Issues
- Template discovery requires valid Zoho CRM credentials because the node does not use a checked-in module or field schema.
- This version targets Zoho CRM records APIs and does not include COQL or related-record flows.