Actions62
- Account Actions
- Contact Actions
- Deal Actions
- Invoice Actions
- Lead Actions
- Product Actions
- Purchase Order Actions
- Quote Actions
- Sales Order Actions
- Tags Actions
- Vendor Actions
Overview
The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when configured with the Resource: Deal and Operation: Get, this node retrieves detailed information about a single deal from your Zoho CRM account using its unique Deal ID.
Common scenarios:
- Fetching deal details for further processing or reporting.
- Enriching data in workflows by pulling up-to-date deal information.
- Triggering actions based on the status or properties of a specific deal.
Practical example:
You might use this node to look up a deal's current stage and value before sending a notification, updating another system, or making business decisions in an automated workflow.
Properties
| Name | Type | Meaning |
|---|---|---|
| Deal ID | String | ID of the deal to retrieve. This is required to identify which deal's details should be fetched from Zoho CRM. |
Output
The output will be a JSON object containing all available fields for the specified deal as returned by the Zoho CRM API. The structure and content of this object depend on your Zoho CRM configuration and any custom fields you may have added to deals.
Example output (structure):
{
"id": "1234567890",
"Deal_Name": "Big Opportunity",
"Stage": "Negotiation",
"Amount": 10000,
"Closing_Date": "2024-07-01",
// ... other standard and custom fields ...
}
- Each key corresponds to a field in the Zoho CRM "Deal" module.
- All data is returned as plain JSON; no binary data is produced by this operation.
Dependencies
- External Service: Requires access to a Zoho CRM account.
- Authentication: Needs valid Zoho OAuth2 credentials configured in n8n under the name
zohoOAuth2Api. - n8n Configuration: Ensure that the Zoho CRM Custom node is installed and that credentials are set up in the n8n credential store.
Troubleshooting
Common issues:
- Invalid Deal ID: If the provided Deal ID does not exist or is incorrect, the node will throw an error indicating that the record was not found.
- Authentication errors: If the OAuth2 credentials are missing, expired, or invalid, you may see authentication or authorization errors.
- API limits: Hitting Zoho CRM API rate limits can result in temporary failures.
Error messages and resolutions:
"Record not found": Double-check the Deal ID for typos or ensure the deal exists in Zoho CRM."Invalid OAuth token"or similar: Re-authenticate or refresh your Zoho CRM credentials in n8n."API limit exceeded": Wait and retry after some time, or review your Zoho CRM plan's API quota.