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Zoho Component

Zoho

Manage records, users, and more in your Zoho CRM and Books apps

Component key: zoho

Description​

Zoho CRM acts as a single repository to bring your sales, marketing, and customer support activities together, and streamline your process, policy, and people in one platform. Zoho Books is your one-stop platform for managing your accounting tasks and organizing your transactions. It's a single secure location to keep up with your company's bills and invoices, reconcile your bank statements, control your spending, oversee projects, and eliminate sales tax compliance worries.

Connections​

Zoho OAuth 2.0​

To make API requests of Zoho CRM or Zoho Books on behalf of your customers you need to create a Client using the Zoho Developer Console.

  • Log in to the Zoho Developer Console
  • Click ADD CLIENT
  • Choose Server-based Applications as the type of client
  • Fill out the Client Name and Homepage URL fields with the relevant details
  • Add https://oauth2.prismatic.io/callback under Authorized Redirect URIs
  • Note the Client ID and Client Secret values, as these will be important when using the Zoho Connection as part of your Integration

For more information please see the Zoho documentation for creating a new Client.

Zoho in Multiple Regions​

Zoho has data centers in the United States, Europe, India, Australia and Japan. If you develop an integration for users in a single region, you can set your authorize and token URLs to their specific region. If you plan to deploy your integration to users in multiple regions, be sure that your app is set up to support multiple data centers. Then, configure your connection's Authorize URL, Token URL and and Refresh Token Revoke URL to be visible to customer deployers, so they can update those values to the region they use.

Actions​

Books - Create Record​

Create a Zoho Books Record | key: booksCreateRecord

Books - Get Record​

Get a single Zoho Books Record | key: booksGetRecord

Books - Get Records​

Get a collection of Zoho Books Records | key: booksGetRecords

Books - Raw Request​

Send Raw Request to Zoho Books | key: booksRawRequest

Books - Remove Record​

Remove a Zoho Books Record | key: booksRemoveRecord

Books - Update Record​

Update a Zoho Books Record | key: booksUpdateRecord

CRM - Add attachment​

Add an attachment to a Zoho CRM record (Lead, etc). | key: crmAddAttachment

CRM - COQL Query​

Run a COQL Query for Zoho CRM | key: crmRunQuery

CRM - Create Record​

Create a Zoho CRM Record | key: crmCreateRecord

CRM - Get Record​

Get a single Zoho CRM Record | key: crmGetRecord

CRM - Get Records​

Get a collection of Zoho CRM Records | key: crmGetRecords

CRM - Raw Request​

Send Raw Request to Zoho CRM | key: crmRawRequest

CRM - Remove Record​

Remove a Zoho CRM Record | key: crmRemoveRecord

CRM - Update Record​

Update a Zoho CRM Record | key: crmUpdateRecord