Zoho CRM Custom icon

Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when using the Invoice resource and the Create operation, this node enables you to create new invoices in your Zoho CRM account. This is useful for automating invoice generation based on data from other systems or workflows, such as after a sale is completed, when a subscription renews, or when an order is fulfilled.

Practical examples:

  • Automatically generate an invoice in Zoho CRM when a payment is received via Stripe.
  • Create invoices in bulk from a Google Sheet of sales orders.
  • Integrate with e-commerce platforms to issue invoices upon order completion.

Properties

Name Type Meaning
Subject String Subject or title of the invoice. Required.
Products Collection List of products/services included in the invoice. Each product includes details like price, quantity, etc.
Additional Fields Collection Optional extra fields to further specify invoice details (e.g., account, addresses, currency, custom fields).

Products (Product_Details) subfields:

Name Type Meaning
List Price Number The listed price of the product.
Product Name or ID Options Select or specify the product by name or ID.
Product Description String Description of the product.
Quantity Number Number of units for this product. Default: 1
Quantity in Stock Number Current stock level for the product.
Tax Number Tax amount for this product.
Total Number Total price for this product line.
Total After Discount Number Total after applying discounts.
Total (Net) Number Net total for this product.
Unit Price Number Price per unit.

Additional Fields subfields (selected):

Name Type Meaning
Account Name or ID Options Link the invoice to an account in Zoho CRM.
Adjustment Number Any adjustment to the grand total.
Billing Address FixedCollection Billing address details (street, city, state, country, zip code).
Currency Options Currency symbol for the invoice (e.g., USD, EUR, INR, etc.).
Custom Fields FixedCollection Set values for custom fields defined in your Zoho CRM Invoice module.
Description String Additional description for the invoice.
Due Date DateTime When the invoice is due.
Exchange Rate Number Exchange rate if using a non-default currency.
Grand Total Number Final total after taxes and discounts.
Invoice Date DateTime Date of the invoice.
Invoice Number String Custom invoice number.
Sales Commission Number Salesperson's commission percentage.
Shipping Address FixedCollection Shipping address details (street, city, state, country, zip code).
Status String Status of the invoice.
Sub Total Number Total before tax.
Tax Number Total tax amount.
Terms and Conditions String Terms and conditions for the invoice.

Output

The output will be a JSON object representing the newly created invoice in Zoho CRM. The structure will include all standard and custom fields returned by Zoho CRM for the invoice, such as:

{
  "id": "1234567890",
  "Subject": "Invoice for Order #1001",
  "Product_Details": [
    {
      "product": "Widget A",
      "quantity": 2,
      "unit_price": 50,
      ...
    }
  ],
  "Account_Name": {
    "id": "0987654321",
    "name": "Acme Corp"
  },
  "Grand_Total": 120,
  "Status": "Sent",
  ...
}
  • All fields set during creation (including custom fields) will be present if supported by Zoho CRM.
  • If there are errors, and "Continue On Fail" is enabled, the output will contain an error field with the error message.

Dependencies

  • Zoho CRM account with API access.
  • OAuth2 credentials for Zoho CRM must be configured in n8n under the name zohoOAuth2Api.
  • No additional environment variables required beyond standard n8n credential setup.

Troubleshooting

Common issues:

  • Missing required fields: If "Subject" or "Products" are not provided, the node will throw an error.
  • Invalid product IDs: If a product specified does not exist in Zoho CRM, the API will return an error.
  • Authentication errors: If OAuth2 credentials are missing or expired, authentication will fail.
  • Field validation errors: If any field value does not match Zoho CRM's expected format (e.g., wrong date format), the API will reject the request.

Error messages and resolutions:

  • "Missing required property: Product_Details": Ensure at least one product is added to the invoice.
  • "Invalid value for field ...": Check that all field values conform to Zoho CRM's requirements.
  • "Unauthorized" or "Invalid client": Reconnect or refresh your Zoho CRM OAuth2 credentials in n8n.

Links and References

Discussion