Zoho CRM
Create and manage records, search, and list data in Zoho CRM. In Appbricx, your workflows and server functions call it by name once it is connected.
What you can do
2 actions, each one call from a workflow or a server function. Triggers come from your app: a row changing, a schedule or a webhook.
- Custom API CallMake a custom API call to a specific endpoint
custom_api_call - Read fileDownload a file content from Zoho CRM. e.g.: a Backup File
read-file
Set it up
About two minutes, once per project or once for the whole workspace.
- Open Integrations in the builder
Backend panel, Integrations tab, then Zoho CRM. To connect it for every project, use Workspace settings, Integrations.
- Sign in to Zoho CRM
You sign in to Zoho CRM and approve access. Appbricx keeps the tokens, encrypted, and refreshes them.
ZohoCRM.modules.ALL
This uses an OAuth app: the platform's, or your own from the admin panel, and you can bring your own credentials.
- Call an action
From a workflow, by integration id and action name. The call answers with success, output and, when it fails, the reason.
Workflow // .workflow.js (native ctx) export async function run(ctx) { const res = await ctx.integrations.invoke("zoho_crm", "read-file", { "url": "<url>" }); if (!res.success) throw new Error(res.error); ctx.log.info("Zoho CRM answered", { output: res.output }); }
More in CRM and sales
Zoho CRM and its logo are trademarks of their owner, shown only to identify the service this integration connects to. Their use does not imply endorsement by, or affiliation with, that company.