Zoho CRM

Connect

Auth type: OAuth (oauth2). Click Connect and approve access on the provider's page. Appbricx runs the OAuth flow (signed single-use state, PKCE where the provider supports it), stores the tokens encrypted and refreshes them before they expire.

Scopes requested: ZohoCRM.modules.ALL

OAuth needs an OAuth app: the platform's when the operator configured one, or your own (admin panel, Integrations, Configure). You can also bring your own credentials.

• In the editor: Backend panel, Integrations tab, then Connect. This connects it for the project.
• For every project in a workspace: Workspace settings, Integrations.
• Owners and admins choose which integrations members may connect in the admin panel (Integrations tab), and can attach their own OAuth app there.

Call it from a workflow

Pass the action name and its input. The call resolves with { success, output, error? }; a missing connection resolves with success false and the reason. See ctx.integrations.invoke and ctx.integrations.call.

// .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 });
}

// defineWorkflow module (@app/sdk ctx)
import { defineWorkflow } from "@app/sdk";

export default defineWorkflow({
  id: "zoho-crm-read-file",
  name: "Zoho CRM: Read file",
  description: "Calls Zoho CRM when a row is created.",
  trigger: { type: "entity_event", entity: "tickets", event: "created" },
  async run(ctx, event) {
    const res = await ctx.integrations.call("zoho_crm", {
      "action": "read-file",
      "url": "<url>"
    }) as { success: boolean; error?: string };
    if (!res.success) throw new Error(res.error);
  },
});

curl -X POST "$APP_ORIGIN/__appbricx/connector-proxy/zoho_crm/read-file" \
  -H "Authorization: Bearer $APP_KEY" \
  -H "content-type: application/json" \
  -d '{"props":{"url":"<url>"}}'

Actions

Details

Id

zoho_crm

Category

CRM and sales

Tags

crm, sales, zoho, leads, contacts

Package

@activepieces/piece-zoho-crm@0.2.5

Tier

Built in