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Zoho CRM Custom

Consume Zoho CRM API

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Overview

This node allows you to create or update (upsert) a Purchase Order in Zoho CRM. When provided with a subject, vendor, product details, and optional additional fields, it will check if a purchase order with the given subject exists:

  • If it exists, it updates the record.
  • If not, it creates a new purchase order.

Common scenarios:

  • Automating procurement workflows by syncing purchase orders from other systems into Zoho CRM.
  • Ensuring that purchase orders are not duplicated but updated if they already exist.
  • Integrating supplier management processes with your CRM.

Practical example:
Suppose you receive purchase order data from an ERP system. You can use this node to upsert those records into Zoho CRM, ensuring your CRM always has the latest information without creating duplicates.

Properties

Name Type Meaning
Subject string Subject or title of the purchase order. Used as the unique identifier for upsert; if a record with this subject exists, it is updated, otherwise a new one is created.
Vendor Name or ID options The vendor associated with the purchase order. Select from a list or specify an ID via expression.
Products collection List of products included in the purchase order. Each product includes fields like List Price, Product Name/ID, Description, Quantity, Tax, Total, etc. Multiple products can be added.
Additional Fields collection Optional extra fields to further define the purchase order, such as Adjustment, Billing Address, Carrier, Currency, Custom Fields, Description, Discount, Due Date, Exchange Rate, Grand Total, PO Date, Status, etc.

Products sub-fields include:

  • List Price (number)
  • Product Name or ID (options)
  • Product Description (string)
  • Quantity (number)
  • Quantity in Stock (number)
  • Tax (number)
  • Total (number)
  • Total After Discount (number)
  • Total (Net) (number)
  • Unit Price (number)

Additional Fields may include:

  • Adjustment, Billing Address, Carrier, Currency, Custom Fields, Description, Discount, Due Date, Exchange Rate, Grand Total, PO Date, PO Number, Sales Commission, Shipping Address, Status, Sub Total, Tax, Terms and Conditions, Tracking Number, etc.

Output

The output is a JSON object representing the details of the created or updated purchase order as returned by Zoho CRM.

  • The structure will match Zoho CRM's purchase order schema, including all standard and custom fields sent or returned by the API.
  • Typical fields include IDs, subject, vendor info, product details, totals, status, and any custom fields.

Example output:

{
  "id": "1234567890",
  "Subject": "Office Supplies",
  "Vendor_Name": { "id": "987654321", "name": "Acme Corp" },
  "Product_Details": [
    {
      "product": { "id": "111222333", "name": "Printer Paper" },
      "quantity": 10,
      "list_price": 5.00,
      "total": 50.00
    }
  ],
  "Status": "Created",
  "Grand_Total": 50.00,
  "...": "..."
}

Note: The actual fields depend on your Zoho CRM configuration and the data you provide.

Dependencies

  • Zoho CRM account with appropriate permissions to create and update purchase orders.
  • n8n credential: zohoOAuth2Api (OAuth2 authentication for Zoho CRM).
  • No additional environment variables required beyond n8n's standard credential setup.

Troubleshooting

Common issues:

  • Missing required fields: If "Subject", "Vendor Name or ID", or at least one product is missing, the node will throw an error.
  • Invalid vendor or product ID: If the specified vendor or product does not exist in Zoho CRM, the operation will fail.
  • Duplicate subjects: If multiple purchase orders have the same subject, the upsert behavior may be unpredictable.
  • API authentication errors: Invalid or expired Zoho OAuth2 credentials will cause authentication failures.

Error messages and resolutions:

  • "Missing required field: Subject" – Ensure you provide a value for the Subject property.
  • "No products provided" – At least one product must be included in the Products collection.
  • "Invalid vendorId" – Check that the Vendor Name or ID matches a valid vendor in Zoho CRM.
  • "Authentication failed" – Reconnect or refresh your Zoho CRM OAuth2 credentials in n8n.

Links and References

Discussion