Pre-defined integrations with Zoho services

Table of Contents

Note:

  • Each integration task execution triggers an API call in the back end. This call is deducted from the External Calls limit available for the service from which the task is executed, based on your pricing plan.
  • Only actual executions that receive a response (whether success or failure) are counted, not the number of times the task appears in the script. For example, if an integration task is placed inside a for each task that iterates five times, the number of external API calls consumed will be five, even though the task appears only once in the script.
  • The deduction of API limits also depends on the services from which the integration task is executed. In Zoho Creator V2 integration tasks, the API limits deducted vary based on where the request is sent and received, as shown below.
     
  • When a Creator V2 integration task is executed to send a request:
    • Within the same Zoho Creator account - Both the Developer API limit and the External calls limit are deducted from that Creator account.
    • From a different service to a Zoho Creator account - The Developer API limit is deducted from the target Creator account, and the external calls limit is deducted from the service that sends the request.
    • From one Zoho Creator account to another Zoho Creator account - The Developer API limit is deducted from the target Creator account, and the External calls limit is deducted from the Creator account that sends the request.

Overview

Deluge offers around 260 built-in integrations with 35 Zoho services. This means you can effortlessly access and modify your data held by these services from a single point without having to toggle between them.
Learn how to set up these integration tasks.

What are integration tasks and when to use them?

Integration tasks facilitate transferring and synchronizing your data stored across different Zoho services. They provide accessibility by allowing you to fetch, modify, and delete your data. Here are a few scenarios when integration tasks come handy:

  • 

Zoho Desk - Zoho Projects: You can add a ticket created in Zoho Desk as a task in Zoho Projects using zoho.projects.createRecord task.
  • Zoho Mail - Zoho Cliq: You can post the content of all the emails received from a specified email address to one of your Zoho Cliq channels using zoho.cliq.postToChannel task.
  • Zoho CRM - Zoho Sign: You can download a license agreement from Zoho Sign and add as attachment in Zoho CRM Deals module using zoho.sign.downloadDocument and zoho.crm.attachFile tasks.
  • Zoho Connect - Zoho Cliq: You can post a custom message in a Zoho Cliq's bot whenever an event is created using zoho.cliq.postToBot task.
  • Zoho Sheet - Zoho CRM: You can write formulas in Zoho Sheet to auto-populate columns based on Zoho CRM data using zoho.crm.searchRecords task.
  • Zoho Writer - Zoho People: You can share a Zoho Writer document to the list of employees fetched from Zoho People using zoho.writer.shareDocument and zoho.people.getRecords tasks.

Integration tasks' structure:

The syntax for integration tasks follows a certain structure and Deluge editor's auto-complete feature guides you in writing them by listing the supported services and actions as you type.

zoho.<service>.<action>(<parameters>);

Where:

  • <service> is the name of the service whose data you need to access or modify
  • <action> is the integration task name that describes the operation that needs to be done
  • <parameters> are the comma-separated values that are required to perform the task.

What's underneath?

Integration tasks serve as wrappers of the respective service's REST APIs. Simply put, integration tasks are simplified API calls. On the surface layer, you are using simple pre-defined tasks, but in the backend, we trigger the respective API calls. For example, if you execute Zoho CRM get records integration task, you are indirectly performing an API call to its corresponding API endpoint.

Want more than the built-ins?

We have picked the most popular API endpoints from 25 services and offered them as integration tasks. If you want to access the REST APIs for which Deluge does not provide wrappers, you can still do it by creating custom integrations using invoke URL and connections.


List of integration tasks

The following is the list of all the available Deluge integration tasks: