Configuring Zoho OAuth connection

Configuring Zoho OAuth connection for your Zoho Creator account

In this page, you will learn about:

 Creating a connection

  1. Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page.
  2. Click Connections under Extensions.
  3. Click Add Connection.
  4. Select Zoho OAuth under Zoho.
    • Select service -> Zoho OAuth
    • Specify a Connection Name
    • Select one or more Scopes to request access.
    • Authorize.
  5. In the following consent page, click Accept to confirm authorization of access for scopes requested by the client. 

Verify added connection

Follow steps 1 & 2 and find your Zoho OAuth connection summary in the connections page.  Here, you can find the connection name and connection link name. (Enclosed in () next to the connection name.)

Editing the connection

  1. Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page. 
  2. Click Connections under Extensions. Your connection(s) will be listed in the connections summary screen.
  3. Hover over the connection -> Edit option will be displayed on the right. -> Click Edit
  4. Here, you can:
    • Rename the connection: Renaming the connection will NOT change the connection link name. Also, the connection link name cannot be changed.
    • Change the connection scope: You can include or remove scopes for your connection.
  5. Once you have made the required changes, Click Authorize
  6. You will be redirected to the consent screen (This is only in case you made any changes to the existing scope). Accept the request there to confirm the changes. 

Disabling the connection

  1. Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page. 
  2. Click Connections under Extensions. Your connection(s) will be listed in the connections summary screen.
  3. Hover over the connection -> Disable option will be displayed on the right. -> Click Disable.
  • You can enable the connection at any time. To enable the disabled connection, follow Steps 1 & 2 above -> Hover over the connection -> Enable option will be displayed on the right. -> Click Enable. 
  • Your connection configurations will be retained even on disabling the connection. 

Deleting the connection

  1. Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page. 
  2. Click Connections under Extensions. Your connection(s) will be listed in the connections summary screen.
  3. Hover over the connection -> Delete option will be displayed on the right. -> Click Delete.
  4. In the following poup, click Yes to delete the connection.

Deleting a connection cannot be undone.

Using the Zoho OAuth connection in the Invoke URL task

The Zoho OAuth connection that you created, can be used to access and perform various actions through your Zoho Creator applicaton with the integrated apps. The Invoke URL task, is a function that lets you execute this connection to perform specified actions whenever necessary conditions are satisfied.

Syntax

response=invokeUrL
[
url: <url>
type: <GET/PUT/POST/DELETE>
connection: <connection_link_name>
parameters: <parameters>
headers: <headers>
files: <file object>
​];

About the parameters:

ParametersDescriptionRequisite
urlThe resource url from the third-party/other Zoho service used to perform an actionMandatory
typeSpecify an HTTP method: GET/PUT/POST/DELETEMandatory
connectionConnection linknameMandatory
parametersTo send additional parameters of the form data type in the urlOptional
headersTo specify request header paramsOptional
filesThe file objectOptional

Visit this link to learn more about Invoke URL task. 

Example Invoke url task

There is an "Inbound Calls" form in Alice's Zoho Creator application. Every time she submits this form, the data added must also be saved into the "Leads" module of her Zoho CRM account.

For this:

  1. Go to the application that holds the "Inbound Calls" form. -> Click Edit.
  2. Create a workflow for the "Inbound Calls" form. -> Click Workflows -> New Workflow -> Click While using the form
  3. Choose "Inbound Calls" form from the drop-down. -> Select "Created or Edited" -> Name the workflow. -> Click Create Workflow
  4. Click Add New Action -> Select Deluge Script -> Select On success
  5. In the script builder, write the invoke URL function given below and Save.
jsonData = "{\"data\":[{\"Company\":\""+input.Added_User+"\",\"Last_Name\":\""+input.Prospect_s_Name+"\"}]}";          //Specifies the data to be added into Leads module in Zoho CRM.
Lead = invokeurl
[
url : "https://www.zohoapis.com/crm/v2/Leads"
type : POST
parameters : jsonData
connection : CRM_connection
];

You can verify that the data added in your inbound form will be available in Zoho CRM "Leads".

 

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