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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 Get operation, this node retrieves detailed information about a specific invoice from your Zoho CRM account based on its ID.

Common scenarios:

  • Fetching invoice details for reporting or further automation.
  • Integrating invoice data into other workflows (e.g., sending invoice info to accounting systems).
  • Validating invoice existence or status before performing follow-up actions.

Practical example:
You might use this node to automatically retrieve an invoice's details after it's created in Zoho CRM and then send those details via email or store them in another system.

Properties

Name Type Meaning
Invoice ID String ID of the invoice to retrieve. This is required and uniquely identifies the invoice in Zoho CRM.

Output

  • The output will be a JSON object containing all available fields for the requested invoice as returned by the Zoho CRM API.
  • The structure of the output depends on the fields present in your Zoho CRM instance for invoices, but typically includes properties such as id, Subject, Product_Details, Status, Total, etc.

Example output:

{
  "id": "1234567890",
  "Subject": "Invoice #1001",
  "Product_Details": [
    {
      "product": "Widget A",
      "quantity": 2,
      "price": 50
    }
  ],
  "Status": "Sent",
  "Total": 100,
  ...
}

Note: The actual fields depend on your Zoho CRM configuration.

Dependencies

  • External Service: Requires access to the Zoho CRM API.
  • Authentication: Needs valid Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure that the Zoho CRM Custom node is properly installed and credentials are set up in your n8n instance.

Troubleshooting

Common issues:

  • Invalid Invoice ID: If the provided Invoice ID does not exist, the node may return an error indicating that the record was not found.
  • Authentication errors: If the Zoho OAuth2 credentials are missing or expired, authentication failures will occur.
  • API Limitations: Hitting Zoho CRM API rate limits can result in temporary blocks or errors.

Error messages and resolutions:

  • "Record not found": Double-check the Invoice ID for typos or ensure the invoice exists in Zoho CRM.
  • "Invalid OAuth token" or "Authentication failed": Refresh or reconfigure your Zoho OAuth2 credentials in n8n.
  • "API limit exceeded": Wait and retry after some time, or review your Zoho CRM API usage.

Links and References

Discussion