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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 Many (getAll) operation, this node retrieves multiple invoice records from your Zoho CRM account. You can filter, sort, and limit the results according to various criteria.

Common scenarios:

  • Fetching all invoices for reporting or analytics.
  • Retrieving only approved or converted invoices.
  • Filtering invoices by territory or other custom fields.
  • Integrating Zoho CRM invoice data into other business workflows.

Practical examples:

  • Automatically export all approved invoices to a Google Sheet.
  • Trigger follow-up actions in n8n for invoices from a specific territory.
  • Generate summaries of recent invoices for dashboarding.

Properties

Name Type Meaning
Return All Boolean Whether to return all results or only up to a given limit. If false, "Limit" is used.
Limit Number Maximum number of results to return (only shown if "Return All" is false).
Options Collection Additional filters and options for retrieving invoices. See below for details.

Options sub-properties:

Name Type Meaning
Approved Boolean Retrieve only approved records. Defaults to true.
Converted Boolean Retrieve only converted records. Defaults to false.
Fields MultiOptions Return only these fields (selectable from available invoice fields).
Include Child Boolean Whether to retrieve only records from child territories.
Sort By Options Field to sort records by (selectable from available invoice fields).
Sort Order Options Ascending or descending order ("asc" or "desc").
Territory ID String Retrieve only records from this territory.

Output

  • The output is an array of JSON objects, each representing an invoice record retrieved from Zoho CRM.
  • Each object contains the fields as returned by the Zoho CRM API, which may include standard and custom invoice fields depending on your selection in the "Fields" option.
  • Example output structure:
[
  {
    "id": "1234567890",
    "Subject": "Invoice #1001",
    "Status": "Approved",
    "Total": 1500,
    // ...other invoice fields
  },
  {
    "id": "0987654321",
    "Subject": "Invoice #1002",
    "Status": "Draft",
    "Total": 2000,
    // ...other invoice fields
  }
]
  • No binary data is produced by this operation.

Dependencies

  • External Service: Requires access to a Zoho CRM account.
  • API Credentials: Needs a valid Zoho OAuth2 API credential configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure that the Zoho CRM credentials are set up in the n8n credentials section.

Troubleshooting

Common issues:

  • Invalid credentials: If the Zoho OAuth2 credentials are missing or expired, authentication will fail.
  • Insufficient permissions: The connected Zoho user must have permission to read invoices.
  • API limits: Zoho CRM enforces API rate limits; exceeding them may result in errors.
  • Incorrect field names: Selecting non-existent or misspelled fields in "Fields" or "Sort By" may cause errors.

Error messages and resolutions:

  • "Invalid OAuth token": Refresh or reauthorize your Zoho credentials in n8n.
  • "Permission denied": Check the Zoho user's permissions for the Invoice module.
  • "Too many requests": Wait before retrying, or reduce the frequency of your requests.
  • "Unknown field": Double-check the selected fields in the "Fields" or "Sort By" options.

Links and References

Discussion