Zoho Connector

sophie · ‎10-31-2025

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Manage records, users, and more in your Zoho CRM and Books apps

Connections

OAuth 2.0

OAuth 2.0 Connection

To connect to Zoho CRM or Zoho Books, create a Client application in the Zoho Developer Console.

Zoho supports OAuth 2.0 authentication for both Zoho CRM and Zoho Books APIs. The same OAuth client can be configured to access multiple Zoho services by combining their scopes.

Prerequisites

Access to the Zoho Developer Console
A Zoho account with appropriate permissions to create OAuth clients
Knowledge of which Zoho region the account is hosted in (see Zoho region information)

Setup Steps

Log in to the Zoho Developer Console
Click ADD CLIENT
Select Server-based Applications as the client type
Configure the client application:
- Enter a descriptive name in the Client Name field
- Enter the application homepage URL in the Homepage URL field
- Under Authorized Redirect URIs, add: https://oauth2.flowbuilder.eu.lansweeper.com/callback for EU sites or https://oauth2.flowbuilder.us.lansweeper.com/callback for US sites
Click CREATE to generate the client
Copy the Client ID and Client Secret values displayed on the confirmation page

For detailed information about creating OAuth clients, refer to the Zoho OAuth client registration documentation.

Configure the Connection

Enter the Client ID and Client Secret from the Zoho Developer Console
Select the appropriate Region URL for the Zoho account's data center location:
- United States: https://accounts.zoho.com
- Europe: https://accounts.zoho.eu
- India: https://accounts.zoho.in
- Australia: https://accounts.zoho.com.au
- Japan: https://accounts.zoho.jp
- United Kingdom: https://accounts.zoho.uk
- Canada: https://accounts.zohocloud.ca
- United Arab Emirates: https://accounts.zoho.ae
- Saudi Arabia: https://accounts.zoho.sa
Refer to Zoho's server information page to determine the correct region URL.
Configure the Scopes field with the required permissions:
- For Zoho CRM access, refer to the Zoho CRM scopes documentation
- For Zoho Books access, refer to the Zoho Books scopes documentation
- Multiple scopes can be combined by separating them with spaces
- Example for both CRM and Books access:
```
ZohoCRM.modules.ALL ZohoCRM.settings.ALL ZohoBooks.fullaccess.all
```

:::note Multi Region Deployments
For integrations that will be deployed to users in multiple Zoho regions, configure the Region URL field to be visible to instance deployers. This allows end users to select their appropriate region during instance configuration.

To make the Region URL field visible to deployers, enable the field visibility in the connection configuration:

This connection uses OAuth 2.0, a common authentication mechanism for integrations.
Read about how OAuth 2.0 works here.

Input	Comments	Default
Region URL	The URL of the Zoho region you want to connect to.
Scopes	Space-separated OAuth 2.0 permission scopes for the Zoho API. Can combine Zoho CRM and Zoho Books scopes.	ZohoCRM.coql.READ ZohoCRM.notifications.ALL ZohoCRM.users.ALL ZohoCRM.org.ALL ZohoCRM.settings.ALL ZohoCRM.modules.ALL ZohoCRM.bulk.ALL ZohoBooks.fullaccess.all
Client ID	Client Identifier of your app for the Zoho API. Generate this in the Zoho API Console.
Client Secret	Client Secret of your app for the Zoho API. Generate this in the Zoho API Console.

Zoho OAuth 2.0 (Deprecated)

Zoho OAuth 2.0 Connection (Deprecated)

This connection uses OAuth 2.0, a common authentication mechanism for integrations.
Read about how OAuth 2.0 works here.

Input	Comments	Default
Authorize URL	The OAuth 2.0 Authorization URL for your Zoho region
Token URL	The OAuth 2.0 Token URL for your Zoho region
Scopes	Space-separated OAuth 2.0 permission scopes for the Zoho API. Can combine Zoho CRM and Zoho Books scopes.	ZohoCRM.coql.READ ZohoCRM.notifications.ALL ZohoCRM.users.ALL ZohoCRM.org.ALL ZohoCRM.settings.ALL ZohoCRM.modules.ALL ZohoCRM.bulk.ALL ZohoBooks.fullaccess.all
Refresh Token Revoke URL	The OAuth 2.0 Token Revocation URL for your Zoho region
Client ID	Client Identifier of your app for the Zoho API. Generate this in the Zoho API Console.
Client Secret	Client Secret of your app for the Zoho API. Generate this in the Zoho API Console.

Triggers

CRM Notifications

Receive CRM event notifications from Zoho CRM. Automatically creates and manages a notification channel subscription for selected event types when the instance is deployed, and removes the subscription when the instance is deleted.

Input	Comments	Default
Connection	The Zoho connection to use.
Channel ID	User-defined unique identifier for the notification channel. Leave empty and we will generate one.
Events	Subscribed operations in format "{module}.{operation}". Operations: create, edit, delete, all.
Token	Verification token (max 50 chars) sent in callbacks to verify notifications are from Zoho CRM.
Channel Expiry	ISO datetime for expiry. Maximum 1 week from now. Default is 1 hour.
Return Affected Field Values	When true, includes updated field values in the notification callback.	false
Notify On Related Action	When true, triggers notifications when associated record actions occur.	true
Notification Condition	Filter notifications by specific field changes. Provide field API names to watch.

New and Updated Books Contacts

Checks for new and updated contacts in Zoho Books on a configured schedule.

Input	Comments	Default
Connection	The Zoho connection to use.

New and Updated CRM Contacts

Checks for new and updated contacts in Zoho CRM on a configured schedule.

Input	Comments	Default
Connection	The Zoho connection to use.

New and Updated CRM Leads

Checks for new and updated leads in Zoho CRM on a configured schedule.

Input	Comments	Default
Connection	The Zoho connection to use.

Actions

Books - Create Record

Create a Zoho Books Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of Books record to operate on. See Zoho Books API for details.
Parent Record Type	The type of Books record to operate on. See Zoho Books API for details.
Parent Record ID	The unique identifier of the parent record under which other records are grouped.
Dynamic Fields	Dynamic input fields that can be configured at deploy time using key-value config variables.
Values	Key-value pairs representing field names and their values for creating or updating records.

Books - Get Record

Get a single Zoho Books Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of Books record to operate on. See Zoho Books API for details.
Record ID	The unique identifier of the record in Zoho.
Parent Record Type	The type of Books record to operate on. See Zoho Books API for details.
Parent Record ID	The unique identifier of the parent record under which other records are grouped.

Books - Get Records

Get a collection of Zoho Books Records

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of Books record to operate on. See Zoho Books API for details.
Parent Record Type	The type of Books record to operate on. See Zoho Books API for details.
Parent Record ID	The unique identifier of the parent record under which other records are grouped.
Search Fields	Key-value pairs for filtering search results. Keys are field names, values are search criteria.
Page	The page number to start at. First page is 1.	1
Per Page	The number of records to fetch per page. Maximum is 200.	200
Fetch All	When true, automatically fetches all pages of results using pagination.	false

Books - Raw Request

Send raw HTTP request to Zoho Books

Input	Comments	Default
Connection	The Zoho connection to use.
URL	Input the path only (/organizations), The base URL is already included (https://www.zohoapis.{api_domain}/books/v3). For example, to connect to https://www.zohoapis.{api_domain}/books/v3/organizations, only /organizations is entered in this field.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.
File Data	File Data to be sent as a multipart form upload.
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header	A list of headers to send with the request.
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.	false
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

Books - Remove Record

Remove a Zoho Books Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of Books record to operate on. See Zoho Books API for details.
Record ID	The unique identifier of the record in Zoho.
Parent Record Type	The type of Books record to operate on. See Zoho Books API for details.
Parent Record ID	The unique identifier of the parent record under which other records are grouped.

Books - Update Record

Update a Zoho Books Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of Books record to operate on. See Zoho Books API for details.
Record ID	The unique identifier of the record in Zoho.
Parent Record Type	The type of Books record to operate on. See Zoho Books API for details.
Parent Record ID	The unique identifier of the parent record under which other records are grouped.
Dynamic Fields	Dynamic input fields that can be configured at deploy time using key-value config variables.
Values	Key-value pairs representing field names and their values for creating or updating records.

CRM - Add attachment

Add an attachment to a Zoho CRM record (Lead, etc).

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	Type of record to attach a file to	Leads
Record ID	The unique identifier of the record in Zoho.
File	The file to upload - either string contents or a binary file
File Name	The name of the file to upload, including extension.

CRM - COQL Query

Run a COQL Query for Zoho CRM

Input	Comments	Default
Connection	The Zoho connection to use.
Query	COQL query to execute. See Zoho COQL documentation for syntax.

CRM - Create Record

Create a Zoho CRM Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of CRM record to operate on. See Zoho CRM Modules for details.
Dynamic Fields	Dynamic input fields that can be configured at deploy time using key-value config variables.
Values	Key-value pairs representing field names and their values for creating or updating records.

CRM - Disable Notification

Stop all instant notifications enabled for the specified channels.

Input	Comments	Default
Connection	The Zoho connection to use.
Channel IDs	Comma-separated channel IDs to disable. These are the IDs you provided when enabling the notification channels.

CRM - Disable Specific Notification

Disable notifications for specific events in a channel without disabling the entire channel.

Input	Comments	Default
Connection	The Zoho connection to use.
Channel ID	User-defined unique numeric identifier for the notification channel. You create this ID when enabling notifications and use it to reference the channel in subsequent operations. Must be a number.
Events	Subscribed operations in format "{module}.{operation}". Operations: create, edit, delete, all.
Notify On Related Action	When true, triggers notifications when associated record actions occur.	true

CRM - Enable Notification

Enable instant notifications for actions on a Zoho CRM module.

Input	Comments	Default
Connection	The Zoho connection to use.
Channel ID	User-defined unique numeric identifier for the notification channel. You create this ID when enabling notifications and use it to reference the channel in subsequent operations. Must be a number.
Events	Subscribed operations in format "{module}.{operation}". Operations: create, edit, delete, all.
Notify URL	The URL that will receive POST notifications about the actions.
Token	Verification token (max 50 chars) sent in callbacks to verify notifications are from Zoho CRM.
Channel Expiry	ISO datetime for expiry. Maximum 1 week from now. Default is 1 hour.
Return Affected Field Values	When true, includes updated field values in the notification callback.	false
Notify On Related Action	When true, triggers notifications when associated record actions occur.	true
Notification Condition	Filter notifications by specific field changes. Provide field API names to watch.

CRM - Get Notification Details

Retrieve the details of notifications enabled for a specific channel.

Input	Comments	Default
Channel ID	User-defined unique numeric identifier for the notification channel. You create this ID when enabling notifications and use it to reference the channel in subsequent operations. Must be a number.
Fetch All	When true, automatically fetches all pages of results using pagination.	false
Module	API name of the module (e.g., Leads, Deals, Contacts). Leave empty to get all modules.
Page	The page number to start at. First page is 1.	1
Per Page	The number of records to fetch per page. Maximum is 200.	200
Connection	The Zoho connection to use.

CRM - Get Record

Get a single Zoho CRM Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of CRM record to operate on. See Zoho CRM Modules for details.
Record ID	The unique identifier of the record in Zoho.
Fields	The field names to retrieve. Leave empty to retrieve all fields.

CRM - Get Records

Get a collection of Zoho CRM Records

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of CRM record to operate on. See Zoho CRM Modules for details.
Fields	The field names to retrieve. Leave empty to retrieve all fields.
Page	The page number to start at. First page is 1.	1
Per Page	The number of records to fetch per page. Maximum is 200.	200
Page Token	Token used for cursor based pagination. Obtained from previous response.
Sort Order	The order in which to sort the results.
Sort By	The field to sort results by.
Fetch All	When true, automatically fetches all pages of results using pagination.	false

CRM - Raw Request

Send raw HTTP request to Zoho CRM

Input	Comments	Default
Connection	The Zoho connection to use.
URL	Input the path only (/Leads/1234567890/actions/convert), The base URL is already included (https://www.zohoapis.{api_domain}/crm/v8). For example, to connect to https://www.zohoapis.{api_domain}/crm/v8/Leads/1234567890/actions/convert, only /Leads/1234567890/actions/convert is entered in this field.
Method	The HTTP method to use.
Data	The HTTP body payload to send to the URL.
Form Data	The Form Data to be sent as a multipart form upload.
File Data	File Data to be sent as a multipart form upload.
File Data File Names	File names to apply to the file data inputs. Keys must match the file data keys above.
Query Parameter	A list of query parameters to send with the request. This is the portion at the end of the URL similar to ?key1=value1&key2=value2.
Header	A list of headers to send with the request.
Response Type	The type of data you expect in the response. You can request json, text, or binary data.	json
Timeout	The maximum time that a client will await a response to its request
Retry Delay (ms)	The delay in milliseconds between retries. This is used when 'Use Exponential Backoff' is disabled.	0
Retry On All Errors	If true, retries on all erroneous responses regardless of type. This is helpful when retrying after HTTP 429 or other 3xx or 4xx errors. Otherwise, only retries on HTTP 5xx and network errors.	false
Max Retry Count	The maximum number of retries to attempt. Specify 0 for no retries.	0
Use Exponential Backoff	Specifies whether to use a pre-defined exponential backoff strategy for retries. When enabled, 'Retry Delay (ms)' is ignored.	false

CRM - Remove Record

Remove a Zoho CRM Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of CRM record to operate on. See Zoho CRM Modules for details.
Record ID	The unique identifier of the record in Zoho.

CRM - Update Notification

Update specific information of a notification enabled for a channel.

Input	Comments	Default
Connection	The Zoho connection to use.
Channel ID	User-defined unique numeric identifier for the notification channel. You create this ID when enabling notifications and use it to reference the channel in subsequent operations. Must be a number.
Events	Subscribed operations in format "{module}.{operation}". Operations: create, edit, delete, all.
Notify URL	The URL that will receive POST notifications about the actions.
Token	Verification token (max 50 chars) sent in callbacks to verify notifications are from Zoho CRM.
Channel Expiry	ISO datetime for expiry. Maximum 1 week from now. Default is 1 hour.
Notification Condition	Filter notifications by specific field changes. Provide field API names to watch.

CRM - Update Record

Update a Zoho CRM Record

Input	Comments	Default
Connection	The Zoho connection to use.
Record Type	The type of CRM record to operate on. See Zoho CRM Modules for details.
Record ID	The unique identifier of the record in Zoho.
Dynamic Fields	Dynamic input fields that can be configured at deploy time using key-value config variables.
Values	Key-value pairs representing field names and their values for creating or updating records.