Understand connections
Connections enable you to integrate your Zoho Creator application with various cloud services such as Quickbooks, Salesforce, Twilio, etc. In Zoho Creator, there are two types of connections:
User connections - User connections are those which are manually created by users to connect external services. These connections are authorized at the same time when the connection is created.
System connections - System connections are those that are created by default when integration actions are defined by the user. For example when you write an integration task without the connection param, a system connection gets created for the service you are trying to link. Though system connections get created by default, they require authorization from super admins, admins, or developers to link them to the desired service.
| Type of service | List of supported services | Description |
| Payment |
| To accept online payment from customers. |
| Zoho |
| Used for secure access of other external Zoho applications. |
| SMS |
| Used to send SMS notifications such as appointment reminders, transaction details, status update on orders and device approvals. |
| Accounting |
| Create invoices / financial reports in Quickbooks when a workflow is triggered in Zoho Creator. |
| CRM |
| 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.