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Comprehensive CRM platform for customer-facing teams.

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Simple CRM for small businesses moving from spreadsheets.

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Build online forms for every business need.

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SalesIQ

Live chat app to engage and convert website visitors.

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Bookings

Appointment scheduling app for consultations with customers.

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Digital signature app for businesses.

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RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

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Thrive

Complete loyalty and affiliate management platform.

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Cloud Contact Center Software for businesses.

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Unified platform to deliver top-notch customer experience.

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All-in-one social media management software.

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Create, send, and track targeted email campaigns that drive sales.

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Build online forms for every business need.

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Design surveys to reach and interact with your audience.

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Sites

Online website builder with extensive customisation options.

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PageSense

Website conversion optimization and personalisation platform.

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End-to-end event management software.

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Webinar platform for webcasting online webinars.

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All-in-one marketing automation software.

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Smart landing page builder to increase conversion rates

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Manage all your local business listings on a single platform.

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SalesIQ

Live chat app to engage and convert website visitors.

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Digital signature app for businesses.

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Thrive

Complete loyalty and affiliate management platform.

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Voice

Cloud Contact Center Software for businesses.

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LeadChain

Sync, manage, and convert leads across channels seamlessly.

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Online community platform for individuals and businesses to grow their network and brand.

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Unified marketing platform for marketing teams.

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Commerce

eCommerce platform to manage and market your online store.

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Desk

Helpdesk software to deliver great customer support.

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Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
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Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
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Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
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Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

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People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

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Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

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Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
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IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

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Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
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RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
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Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
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IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

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Low-code IoT platform and solutions for connected businesses.

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Unified platform for customer service and support teams.

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All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

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Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

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Create Connections

To create a connection, you have two types of services:

  • Default Services - a set of frequently used services are provided by default. You can choose a service from that set of services, and establish a connection.
  • Custom Services- You are allowed to create your own services, if the desired service is not available in the list of default services and establish a connection. 

Create Connection via Default Services

  1. Go to Sigma website > Connections 
  2. On top of the Connections page, choose a Service as Zoho Writer
  3. Click Create Connection at top-right corner of the page.
  4. Under Pick Your Service, select a third-party service or other zoho service as per your requirement.
  5. Create an account in the service that you chose, if you do not have.
  6. Under Connection Details, enter Connection Name and Connection Link Name.
  7. Enable Use Credentials Of Login User and choose Scopes.
  8. Click Create And Connect.

    Attributes

    Description

    Connection Name

    Represents display name for your connection. This name can contain up to 50 characters.

    Connection Link Name

    Link name will auto-create based on Connection Name. This name must be unique and can be used in Deluge integration tasks and invoke URL scripts to establish authentication.

    Use Credentials of Login User

    Allows other users to utilize the connection that you've created. If this checkbox is selected, other users can authenticate your connection using their credentials and a copy of it will be listed under “Shared connections” in their connections page. Based on this selection, a key "userAccess" is added in connection JSON.


    No - If we select no, then only super admin can install and authenticate the extension, no other profile agent can install/uninstall/authenticate the extension.

    Yes - If we select yes, then any user who has marketplace access can install/uninstall/authenticate the extension individually.
     

    Scopes

    Displays sub-services for the service that you pick.

    Now, you need to establish the connection between the service and extension by authenticating the service you created.

  9. Enter the required details, such as the Domain ID and user credentials, to establish the connection. Once the authentication is successful, the service will be ready to use.

    Note: The details required for authentication may vary based on the service that you choose.

  10. On the Connection Summary page, click the JSON tab under sample code.
  11. Copy the JSON snippet.


  12. Open the plugin-manifest file of your extension and paste the code snippet under the "connectors" attribute.

Your extension is now connected to the third-party service you want.

Note: You can create more than one connection for the same default or custom service by providing the code snippet of corresponding services under "connectors" attribute of plugin-manifest file.

Create Connection via Custom Services

In addition to the services provided, users can also connect with other third-party services. To establish a custom connection.To create your own connection, follow the steps given below:

  1. In the Connections page, go to Custom Services tab and click Create New Service
  2. Under the Custom Service tab, enter the service and connection details. 
  3. Enter Service details: 
    • Service Name: Enter the name of the service. 
      Service Link Name will be auto-populated based on the service name.
    • Authentication Type: Select the authentication method used by the third-party service. For more info, click here.
    • Fill in the parameter details with respect to the chosen authentication type.
    • Enable Dynamic Parameters toggle button if you want to use these parameters as placeholders in the input URL of Deluge webhook tasks and the connection's authentication URLs in the format {paramLinkName}.

      >Note: You are allowed to add up-to 10 parameters.

       

  4. Click Create Service. 
  5. Under Connectiona Details, enter Connection Name and Connection Link Name. 
    Connection Link Name can be used for integration tasks and invoke URL scripts to establish authentication.
  6. Enable Use Credentials Of Login User.
  7. Click Create And Connect.
  8. Enter the authentication credentials to connect to the service that you created
  9. Click Connect.

    Upon successful authentication, the connection will be created and listed in your connections page under "Own Connections". And, the configured service will be listed under Custom Service.
    To know more about creating Custom Connections click here.

 

 

Note:

  • For authentication methods using the Basic Auth protocol, configuring the Actual Parameter and Parameter Display Name fields help with the verification process. While establishing the connection, a dialogue box prompts you to enter the configured parameter value. The integration will only be successful if the parameter values match. 
  • For authentication methods using OAuth 2.0 protocol, a callback URL must be mentioned in the respective third-party service.