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Changelog
9 versions
v2.4.0
Latest
- Added CreateAppointment action for scheduling an appointment (requires the Services module).
- Added CreateContactAttachment action for attaching an uploaded file or a link to a contact.
- Added FindCustomModules, GetCustomModule and CreateCustomModule actions. They ask for the additional ZohoCRM.settings.modules and ZohoCRM.settings.profiles.READ permissions only when they are used; accounts used with the other components are not affected.
- Fixed intermittent "Parse Error: Expected HTTP/" (HPE_INVALID_CONSTANT) failures in components that read from Zoho. Every GET request was sent with an empty JSON body ({}), which Zoho does not read; on a reused connection those stray bytes corrupted the next response. GET and HEAD requests are now sent without a body.
- A refused OAuth token request is reported instead of being stored. Zoho answers with HTTP 200 and an `error` in the body, so a failed token refresh used to leave the account holding an empty access token: it kept looking connected and every later call failed with an unrelated "Access token not found". An account without a refresh token now says so as well.
- CreateCustomModule also asks for the module read permission, which it needs to read the created module back. One connected account then covers all three custom module components: an account is matched to a component by the exact permission strings it was granted, so an account holding only the write permission was refused by Find/Get Custom Module.
v2.3.0
- 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
23
Accept / Decline Appointment
Accepts or declines an existing appointment in Zoho CRM. Accepting keeps the appointment scheduled; declining cancels it with an optional reason.
Accept Quote
Marks a quote as accepted by moving it to the quote stage your organization uses for accepted quotes.
Create Appointment
Schedules an appointment in Zoho CRM for a contact, a service and a service member. Requires the Services module to be enabled in the Zoho CRM organization.
Create Custom Module
Creates a custom module in Zoho CRM. Custom modules are available in paid Zoho CRM editions only.
Additional Scopes:
ZohoCRM.settings.modules.ALL
ZohoCRM.settings.modules.READ
ZohoCRM.settings.profiles.READ
Create Contact Attachment
Attaches a file to a Zoho CRM contact - either an uploaded file or a link to a file.
Decline Quote
Marks a quote as declined by moving it to the quote stage your organization uses for rejected quotes.
Find Appointments
Finds Zoho CRM appointments that match the given search criteria — appointment name, status or start time range.
Find Custom Modules
Finds the custom modules of the Zoho CRM organization. Without a query it returns all of them.
Additional Scopes:
ZohoCRM.settings.modules.READ
Find Invoices
Finds Zoho CRM invoices, optionally restricted by invoice date range, due date range or status.
Get Custom Module
Gets the metadata of a Zoho CRM module by its API name - labels, status and what the API allows to do with its records. Works for any module, custom or standard.
Additional Scopes:
ZohoCRM.settings.modules.READ