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Changelog
8 versions
v2.3.0
Latest
- Added GetCase, GetQuote, FindAppointments and FindInvoices actions.
- Added AcceptQuote, DeclineQuote, AcceptDeclineAppointment and CreateNote actions.
- Added AppointmentStarted, CaseUpdated, CaseClosed, InvoiceDueDate and InvoiceOverdue triggers.
- ListFields: the field cache is scoped to the connected Zoho user, so one organization's picklist values are no longer offered to another.
- Connecting an account always asks for consent, so Zoho issues a refresh token also when the same Zoho user reconnects (such accounts used to stop working after an hour).
v2.2.0
- Added MakeApiCall component for performing arbitrary authorized API calls to the Zoho API.
v2.1.0
- Added test() (Flow Test Mode) to the ContactCreated, ContactUpdated, LeadCreated and LeadUpdated triggers.
v2.0.3
- Fixed module ID.
v2.0.2
- Fixed outports for ListAccounts, ListContacts and ListLeads.
v2.0.1
- Fixed creating EU endpoint URLs.
v2.0.0
- Switch to ZOHO V2 (apiKey to Oauth).
v1.0.0
- Initial version
Authentication
| Type | Details |
|---|---|
| OAuth 2 |
Authentication Hub
Verified
This connector is globally authenticated and verified by Appmixer and is ready to use without registering your own OAuth application with the provider. Appmixer's Authentication Hub acts as an authentication proxy, so all OAuth-based connectors work out of the box. You can still use your own OAuth credentials (clientId and clientSecret) for enhanced customization or compliance — see the Connector Configuration section of the documentation. The Authentication Hub is enabled for all hosted Appmixer tenants; on self-managed installations it has to be explicitly set.
Scopes:
ZohoCRM.modules.ALL
ZohoCRM.users.ALL
ZohoCRM.settings.fields.READ
ZohoCRM.notifications.ALL
|
Triggers
9
Invoice Due Date
Fires when an invoice reaches its due date, or a configurable number of days before it.
Invoice Overdue
Fires when an invoice's due date has passed without the invoice leaving the excluded status.
Actions
18
Accept Quote
Marks a quote as accepted by moving it to the quote stage your organization uses for accepted quotes.
Accept / Decline Appointment
Accepts or declines an existing appointment in Zoho CRM. Accepting keeps the appointment scheduled; declining cancels it with an optional reason.
Find Appointments
Finds Zoho CRM appointments that match the given search criteria — appointment name, status or start time range.
Find Invoices
Finds Zoho CRM invoices, optionally restricted by invoice date range, due date range or status.
Decline Quote
Marks a quote as declined by moving it to the quote stage your organization uses for rejected quotes.