Zoho CRM
Use this node to create, get, delete, and/or update users or records in your Zoho CRM account.
Introduction
Webex Connect offers a pre-built integration node for Zoho CRM to make it easier for you to create, view, delete, and/or update tickets or contacts in your Zoho CRM account.
This node needs to be enabled for your account and is not available by default. Please contact your account manager in case you wish to enable it for your account.
Version Supported
Webex Connect's integration is based on Zoho's API version 2.0.
Pre-requisites
To get Zoho CRM node-enabled:
- Zoho CRM node needs to be enabled for your Webex Connect tenant and is not available by default. Please contact your account manager in case you wish to enable it for your account.
- Callback URLs for all your pre-built integrations, custom integration configurations, that use OAuth 2.0 authorization with ‘Auth Code’ Grant Type will be updated with Webex Connect branded URLs. This doesn’t impact functioning of any of your existing integration configurations until the Refresh Token for that integration expires or until you decide to reauthorize. In either of these two cases, you would need to start using the new Callback URL provided on Webex Connect UI in the third-party application you have integrated with. Another example of this is OAuth 2.0 based authentication for Gmail when using SMTP for Outbound Email channel configuration which is currently available only for Webex Connect tenants used for Webex Contact Center Integration.
Please make sure your applications, firewalls, etc. do not restrict access to these new Callback URLs in case you have an internal policy/practice to add these URLs to the allow/accept/whitelist. - This integration is available only in the cloud version of Webex Connect.
Node Configuration
Drag-and-drop the node onto the visual flow builder and double-click the node to configure it.
Please note that the latest version of the Zoho integration node that you should use is v2.0.
- Select the required Method Name from the drop-down list box. The following methods are supported currently:
- Insert Record- Allows to add a new record using module API name, company, last name, first name, email etc.
- Get a Specific Record- Allows to retrieve a specific record by Record ID.
- Update a Specific Record- Allows to modify a specific record by the unique identification number of the record.
- Delete a Specific Record- Allows to delete a specific record by the Record ID.
- Add User- Allows to add a new user using the users personal information such as, role ID, email ,first name, profile Id and last name.
- Get Data of a Specific User-Allows to retrieve data of a specific user using unique identification number of the user.
- Update User- Allows to modify a user by the User ID.
- Delete User- Allows to delete a specific user by the User ID.
- Provide the Zoho auth token and other request parameters for the selected method and click 'Save'. For example, if you select the 'Insert Record' method, you need to provide parameters such as 'Module API Name', 'Zoho Auth Token', 'Company Name', 'First Name', 'Last Name', 'Email', and more.
- You can see the data that this node generates under the Output Variables section. These variables are available for use in subsequent nodes.
- You can see the list of possible node outcomes for various methods supported by this node under the 'Node Outcomes' section. Examples include, 'Success', 'Error', 'OnTimeout', etc.
Methods and Outcomes
Here’s a brief description of various methods, and corresponding output variables and node outcomes associated with each of the methods.
Method Name - Insert Record
Input Variables | Output Variables | Node Outcomes |
---|---|---|
Module API Name
Company
Last Name
First Name
State
Trigger (Optional)
| Code
Modified_Time
Modified_By_name
Modified_By_id
Created_Time
Created_By_name
Created_By_id
message
status
responsePayload
| onInsertRecordError
onInsertRecordSuccess
|
Method Name - Get a Specific Record
Input Variables | Output Variables | Node Outcomes |
---|---|---|
Module API Name
Record ID
| Owner_Name
Owner_id
Account_Name_name
Account_id
Created_Time
Created_By_name
Created_By_id
responsePayload
|
|
Method Name - Update a Specific Record
Input Variables | Output Variables | Node Outcomes |
---|---|---|
Module API Name
Record ID
Company
State
| Code
details_created_time details_modified_time
details_modified_by_name
details_modified_by_id
details_created_by_name
details_created_by_id
message
status
responsePayload
| onUpdateRecordError
onUpdateRecordSuccess
|
Method Name - Delete a Specific Record
Input Variables | Output Variables | Node Outcomes |
---|---|---|
Module API Name
Record ID Workflow Trigger | Code
details_id
message
status
response
| onDeleteRecordSuccess
onDeleteRecordError
|
Method Name - Add User
Input Variables | Output Variables | Node Outcomes |
---|---|---|
Role ID
First Name
Profile ID Last Name
| Code
id
message
status
responsePayload
| onaddUserError
onaddUserSuccess
|
Method Name - Get Details of a Specific User
Input Variables | Output Variables | Node Outcomes |
---|---|---|
User ID
| role_name role_id
language
locale
microsoft
Isonline
modified_by_name
modified_by_id
user_id
user_country_locale users_first_name
users_email
users_created_time
users_modified_time
users_time_format
users_offset users_profile_name
users_profile_id
users_last_name
users_time_zone
users_created_by_name
users_created_by_id
users_zuid
users_confirm
users_full_name
users_date_format
users_status
responsePayload
| onGetUserError
onGetUserSuccess
|
Method Name - Update User
Input Variables | Output Variables | Node Outcomes |
---|---|---|
User ID
Phone
Date of Birth
Role ID
Profile ID
State
| users_code
users_details_id
users_message
users_status
responsePayload
|
|
Method Name - Delete User
Input Variables | Output Variables | Node Outcomes |
---|---|---|
User ID
| users_code
users_details
users_message
users_status
responsePayload
|
|
Updated 10 months ago