Understand connections

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, the super admin has to authorize them so that they are linked to the required org or portal in the connected service.

Type of serviceList of supported servicesDescription
Payment
  1. PayPal
  2. PayflowPro
  3. PaymentsPro
  4. Razorpay
  5. Authorize.Net
  6. Stripe
  7. Forte
To accept online payment from customers.
Zoho
  1. Zoho OAuth
Used for secure access of other external Zoho applications. 
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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