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Zoho CRM Custom

Consume Zoho CRM API

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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 Update operation, this node updates an existing invoice in your Zoho CRM account with new or modified information. This is useful for automating workflows where invoice details need to be changed based on business logic, such as updating billing addresses, adding products, changing totals, or modifying custom fields.

Practical scenarios:

  • Automatically update invoice status after payment confirmation.
  • Adjust invoice amounts or add discounts based on customer loyalty.
  • Update billing/shipping addresses if a customer requests changes before shipment.
  • Add or modify products/services listed on an invoice.

Properties

Name Type Meaning
Invoice ID String ID of the invoice to update. Required to identify which invoice will be modified.
Update Fields Collection A set of fields to update on the invoice. Each field below can be included as needed:
  Account Name or ID Options The account associated with the invoice. Select from list or specify by ID.
  Adjustment Number Adjustment amount applied to the grand total, if any.
  Billing Address FixedCollection Billing address details (street, city, state, country, zip code).
  Currency Options Currency symbol for the invoice (e.g., USD, EUR, etc.).
  Custom Fields FixedCollection Set values for custom fields defined in your Zoho CRM invoices.
  Description String Description or notes about the invoice.
  Due Date DateTime When the invoice is due.
  Exchange Rate Number Exchange rate between default and home currency.
  Grand Total Number Total amount after taxes and discounts.
  Invoice Date DateTime Date the invoice was issued.
  Invoice Number String Reference number for the invoice.
  Products Collection List of products/services on the invoice, each with price, quantity, tax, etc.
  Sales Commission Number Salesperson's commission percentage for this invoice.
  Shipping Address FixedCollection Shipping address details (street, city, state, country, zip code).
  Status String Status of the invoice (e.g., Sent, Paid, Overdue).
  Sub Total Number Total before taxes.
  Subject String Title or subject of the invoice.
  Tax Number Total tax amount.
  Terms and Conditions String Terms and conditions for the invoice.

Note: All fields under "Update Fields" are optional; only include those you wish to update.

Output

  • The output is a JSON object containing the updated invoice details as returned by the Zoho CRM API.
  • The structure typically includes all standard and custom fields of the invoice, reflecting their new values after the update.
  • Example output (structure may vary depending on your Zoho CRM setup):
{
  "id": "1234567890",
  "Subject": "Updated Invoice Subject",
  "Account_Name": {
    "name": "Acme Corp",
    "id": "987654321"
  },
  "Product_Details": [
    {
      "product": "Widget",
      "quantity": 2,
      "list_price": 100
    }
  ],
  "Grand_Total": 200,
  "Status": "Sent",
  // ... other fields ...
}
  • If an error occurs and "Continue On Fail" is enabled, the output will contain an error property with the error message.

Dependencies

  • Zoho CRM Account: You must have a Zoho CRM account with access to the Invoices module.
  • API Credentials: Requires OAuth2 credentials (zohoOAuth2Api) configured in n8n.
  • n8n Configuration: The node must be properly authenticated to communicate with Zoho CRM.

Troubleshooting

Common Issues:

  • Missing or Invalid Invoice ID: If the provided Invoice ID does not exist or is incorrect, the node will throw an error indicating the invoice could not be found.
  • No Fields to Update: If "Update Fields" is empty, the node will throw an error requiring at least one field to update.
  • Insufficient Permissions: If the connected Zoho user lacks permission to update invoices, the API call will fail.
  • Invalid Field Values: Providing invalid data types or values (e.g., text in a number field) will result in API errors.

Error Messages:

  • "No fields to update": Ensure you provide at least one field in "Update Fields".
  • "Invoice not found": Check that the Invoice ID is correct and exists in your Zoho CRM.
  • "Permission denied": Verify your Zoho CRM user's permissions.

Links and References

Discussion