Configuring Zoho OAuth connection for your Zoho Creator account
In this page, you will learn about:
- Creating a Zoho OAuth connection
- Editing a Zoho OAuth connection
- Authorizing a Zoho OAuth connection
- Deleting a Zoho OAuth connection
- Deleting References
- Using a Zoho OAuth connection (Invoke URL task)
Creating a connection
- Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page.
- Click Connections under Integration.
- Click Add Connection.
- Select Zoho OAuth under Zoho.
- Select a Service -> Zoho OAuth
- Specify a Connection Name
- Select one or more Scopes to request access.
Submit. 
- Enter the Name of the Authorizing Account and click Continue.
- In the following consent page, click Accept to confirm authorization of access for scopes requested by the client.
Verify added connection
Follow steps 1 & 2 and find your Zoho OAuth connection summary in the connections page. Here, you can find the connection name and connection link name.
Editing the connection
- Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page.
- Click Connections under Integration. Your connection(s) will be listed in the connections summary screen.
- Hover over the connection -> Click the horizontal ellipsis on the top right corner of the card -> Click Edit.
- Here, you can:
- Rename the connection: Renaming the connection will NOT change the connection link name. Also, the connection link name cannot be changed.
- Change the connection scope: You can include or remove scopes for your connection.
- Once you have made the required changes, Click Update.
- You will be redirected to the consent screen (This is only in case you made any changes to the existing scope). Accept the request there to confirm the changes.
Authorizing the connection
- Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page.
- Click Connections under Integration. Your connection(s) will be listed in the connections summary screen.
- Hover over the connection -> Click the horizontal ellipsis on the top right corner of the card -> Click Authorize.
Deleting the connection
- Go to the Account Setup Page. Click the Setup icon on the top-right corner of your home page.
- Click Connections under Integration. Your connection(s) will be listed in the connections summary screen.
- Hover over the connection -> Click the horizontal ellipsis on the top right corner of the card. -> Click Delete.
- In the following popup, remove any references of that connection found in any of the applications. Then click Proceed to Delete.
Note:
- Deleting a connection cannot be undone.
Deleting References
You will be able to delete a connection only if it is not being used in any of your applications. If you attempt to delete a connection that is in use, the list of places where the connection is used will be displayed. You need to remove those references and then delete the connection. To delete references:
- Go to the Account Setup Page.
- Click the Setup icon on the top-right corner of your home page.
- Click Connections under Integration. Your connection(s) will be listed in the connections summary screen.
- Hover over the connection, the Delete option will be displayed on the right.
- Click Delete. The pop-up with the list of places where the connection is used will be displayed.
- Navigate to each of those references and remove the connection.
Now you will be able to delete the connection.
Using the Zoho OAuth connection in the Invoke URL task
The Zoho OAuth connection that you created, can be used to access and perform various actions through your Zoho Creator applicaton with the integrated apps. The Invoke URL task, is a function that lets you execute this connection to perform specified actions whenever necessary conditions are satisfied.
Syntax
[
url: <url>
type: <GET/PUT/POST/DELETE>
connection: <connection_link_name>
parameters: <parameters>
headers: <headers>
files: <file object>
];
About the parameters:
| Parameters | Description | Requisite |
| url | The resource url from the third-party/other Zoho service used to perform an action | Mandatory |
| type | Specify an HTTP method: GET/PUT/POST/DELETE | Mandatory |
| connection | Connection linkname | Mandatory |
| parameters | To send additional parameters of the form data type in the url | Optional |
| headers | To specify request header params | Optional |
| files | The file object | Optional |
Visit this link to learn more about Invoke URL task.
Example Invoke url task
There is an "Inbound Calls" form in Alice's Zoho Creator application. Every time she submits this form, the data added must also be saved into the "Leads" module of her Zoho CRM account.
For this:
- Go to the application that holds the "Inbound Calls" form. -> Click Edit.
- Create a workflow for the "Inbound Calls" form. -> Click Workflows -> New Workflow -> Click While using the form
- Choose "Inbound Calls" form from the drop-down. -> Select "Created or Edited" -> Name the workflow. -> Click Create Workflow
- Click Add New Action -> Select Deluge Script -> Select On success
- In the script builder, write the invoke URL function given below and Save.
Lead = invokeurl
[
url : "https://www.zohoapis.com/crm/v2/Leads"
type : POST
parameters : jsonData
connection : CRM_connection
];
You can verify that the data added in your inbound form will be available in Zoho CRM "Leads".
Connection limit
- Zoho OAuth connection comes with a limit set at 100.
- This limit is applicable to individual users belonging to an account.
- Each user can have 100 active Zoho OAuth connections in Creator.
- When the user exceeds this limit and creates a new connection, the one that was created in the beginning will be deactivated.
- The deactivation of past connections will continue upon creating subsequent connections after exceeding the limit.