Zoho CRM
Use this node to create, get, delete, and/or update users or records in your Zoho CRM account.
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.
Webex Connect's integration is based on Zoho's API version 2.0.
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.
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/allowed list.
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
- Get a Specific Record
- Update a Specific Record
- Delete a Specific Record
- Add User
- Get Data of a Specific User
- Update User
- Delete User
- 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.
How 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.
Note: This integration is available only in the cloud version of Webex Connect.
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 _ This field specifies the module name to which the API belongs to Company _ This field specifies the name of the company Last Name _ Customer’s Last Name First Name _ Customer’s First Name _ This field specifies the email id of the user State This field specifies the state of the record whether _Active _or _Inactive Trigger (Optional) * The trigger input can be workflow, approval, or blueprint. If "trigger" is not mentioned, the workflows, approvals and blueprints related to the API will get executed. Enter the trigger value as [] to not execute the workflows. | Code _ Contains only text whether "Success", "InvalidData", "Mandatory_Not_Found" Modified_Time _ Contains the time on which the record is modified Modified_By_name _ Contains the name of the user who have modified the record Modified_By_id _ Contains the unique identification number of the user Created_Time _ Contains the time on which the record is created Created_By_name _ Contains the name of the user who has created the record Created_By_id _ Contains the unique identification number of the user message _ Contains the response of the API executed. status Contains the status of the record whether _Successor _Error responsePayload _ Contains all the response JSON payload | onInsertRecordError _ Contains the details if the insertion of a record is failed for any reason onInsertRecordSuccess _ Contains the details if the insertion of a record is successful |
Method Name - Get a Specific Record
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Module API Name _ This field specifies the module name to which the API belongs to Record ID _ This field specifies the unique identification number of the record | Owner_Name _ Contains the name of the user to which it belongs to Owner_id _ Contains the unique identification number of the owner Account_Name_name _ Contains the name of the account Account_id _ Contains the unique identification number of the account Created_Time _ Contains the time on which the record is created. This is in the UTC format Created_By_name _ Contains the name of the user who has created the record Created_By_id _ Contains the unique identification number of the user responsePayload _ Contains all the response JSON payload | onNoRecordsFound onGetRecordFailure * onGetRecordSuccess |
Method Name - Update a Specific Record
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Module API Name _ This field specifies the module name to which the API belongs to Record ID _ This field specifies the unique identification number of the record Company _ This field specifies the name of the company State This field specifies the state of the record whether _Active _or _Inactive | Code * Contains only text whether "Success", "InvalidData", "Mandatory_Not_Found" details_created_time * Contains the time on which the record is created details_modified_time _ Contains the time on which the record is modified details_modified_by_name _ Contains the name of the user who has modified the record details_modified_by_id _ Contains the unique identification number of the user who has modified the record details_created_by_name _ Contains the name of the user who has modified the record details_created_by_id _ Contains the unique identification number of the user who has created the record message _ Contains the response of the API executed. status Contains the status of the record whether _Successor _Error responsePayload _ Contains all the response JSON payload | onUpdateRecordError _ Contains the details if the update of a record is failed for any reason onUpdateRecordSuccess _ Contains the details if the update of a record is successful |
Method Name - Delete a Specific Record
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Module API Name * This field specifies the module name to which the API belongs to Record ID Workflow Trigger This field specifies if the workflow rules are to be triggered upon record deletion. The default value is True. Possible values - true: triggers associated workflows; false: does not trigger associated workflows. | Code _ Contains only text whether "Success", "InvalidData", "Mandatory_Not_Found" details_id _ Contains the id of the record which is deleted message _ Contains the response of the API executed. status Contains the status of the record whether _Successor _Error response * Contains all the response JSON payload | onDeleteRecordSuccess _ Contains the details if the deletion of a record is successful onDeleteRecordError _ Contains the details if the deletion of a record is failed for any reason |
Method Name - Add User
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| Role ID _ This field specifies the unique identification number based on the designation _ This field specifies the email id of the user First Name _ First Name of the user Profile ID Specify the unique ID of the profile you want to assign the user with, to decide the user's level of access to CRM data. Last Name _ Last name of the user | Code _ Contains only text whether "Success", "InvalidData", "Mandatory_Not_Found" id _ Contains the unique identification number of the user message _ Contains the response of the API executed. status Contains the status of the record whether _Successor _Error responsePayload * Contains all the response JSON payload | onaddUserError _ Contains the details of the added user has failed for any reason onaddUserSuccess _ Contains the details of the user is added successfully |
Method Name - Get Details of a Specific User
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| User ID * This field specifies the unique identification number of the user | role_name Represents the name of the role of the user. role_id _ Represents the unique identification number of the role of the user. language _ Represents the language in which the user accesses the CRM. For instance, 'enUS'. locale _ Represents the user's locale. For instance, 'en_IN'. microsoft Contains the Boolean value. Represents if the user is a Microsoft user. True: The user is a Microsoft user. _ False: The user is a Microsoft user. Isonline Represents if the user is online. True: The user is online. _ False: The user is offline. modified_by_name _ Contains the name of the user who has modified the record modified_by_id _ Contains the unique identification number of the user who has modified the record user_id _ Contains the unique identification number of the user user_country_locale users_first_name _ Contains the first name of the user users_email _ Contains the email address of the user users_created_time _ Contains the time details at which the user was created users_modified_time _ Contains the time on which the record is modified. users_time_format _ Contains the time format in UTC format users_offset users_profile_name _ Contains the profile name of the user users_profile_id _ Contains the unique identification number for the profile users_last_name _ Contains the last name of the user users_time_zone _ Contains the time zone details of the user users_created_by_name _ Contains the name of the user who has created the record users_created_by_id _ Contains the unique identification number of the user who has created the record users_zuid _ Represents the ZUID of the current user. users_confirm Represents if the user is a confirmed user. True: The user is a confirmed user. _ False: The user is not a confirmed user. users_full_name _ Contains the full name of the user users_date_format _ Contains the date format . For instance, 'MM/dd/yyyy'. users_status Contains the status of the record whether _Successor _Error responsePayload * Contains all the response JSON payload | onGetUserError _ Contains thedetails of the user is retrieved has failed for any reason onGetUserSuccess _ Contains the details of the user is retrieved successfully |
Method Name - Update User
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| User ID _ This field specifies the unique identification number of the user Phone _ This field specifies the phone number of the user _ This field specifies the email id of the user Date of Birth _ This field specifies the date of birth of the user Role ID _ This field specifies the unique identification number of the role Profile ID _ This field specifies the unique identification number of the profile State _ This field specifies the state of the user whether _Active _or _Inactive* | users_code _ Contains only text whether "Success", "InvalidData", "Mandatory_Not_Found" users_details_id _ Contains the id of the record which is deleted users_message _ Contains the response of the API executed. users_status Contains the status of the record whether _Successor _Error responsePayload * Contains all the response JSON payload | onInvalidData onError onInvalidChoice onauthorizatonfail onUpdateUserError onUpdateUserSuccess * onTimeout |
Method Name - Delete User
| Input Variables | Output Variables | Node Outcomes |
|---|---|---|
| User ID * This field specifies the unique identification number of the user | users_code _ Contains only text whether "Success", "InvalidData", "Mandatory_Not_Found" users_details _ Contains the id of the record which is deleted users_message _ Contains the response of the API executed. users_status Contains the status of the record whether _Successor _Error responsePayload * Contains all the response JSON payload | onInvalidData onError onInvalidChoice onauthorizatonfail onDeleteUserError onDeleteUserSuccess * onTimeout |
Updated about 1 year ago