Understand connections

Understand connections

Connections enable you to integrate your Zoho Creator application with various cloud services such as Quickbooks, Salesforce, Twilio, etc. The integration takes place by adding a connection to your Zoho Creator account for each service. Zoho Creator has inbuilt integration with the following third-party services. 

Type of serviceList of available servicesPurpose
SMS
  1. Twilio
  2. Clickatell
  3. Hoiio
  4. ClockWorkSMS
  5. ScreenMagic
Used to send SMS notifications such as appointment reminders, transaction details, status update on orders and device approvals.
Accounting
  1. Quickbooks

Create invoices / financial reports in Quickbooks when a workflow is triggered in Zoho Creator.

CRM
  1. Salesforce
Add and manage customer information in the Salesforce CRM from within Creator.

Adding a connection to your account is a one-time process. Once connected, you can use these services across all the applications in your account. You will be able to perform various actions like add records, fetch records, and search for records from the connected cloud service.

Note:

  • The specified connection name will be used in scripting, to connect Zoho Creator with the selected cloud service.

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