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 configured with the Resource: Purchase Order and Operation: Get, this node retrieves detailed information about a specific purchase order from your Zoho CRM account using its unique ID.

Common scenarios:

Fetching purchase order details for reporting or auditing.
Integrating purchase order data into other business workflows (e.g., syncing with accounting systems).
Automating follow-up actions based on purchase order status.

Example use case:
You have an automated workflow that, upon receiving a new purchase order ID from another system, fetches the full purchase order details from Zoho CRM and sends them to your finance team via email.

Properties

Name	Type	Meaning
Purchase Order ID	String	ID of the purchase order to retrieve. This is required and uniquely identifies the purchase order in Zoho CRM.

Output

The output will be a JSON object containing all available fields for the specified purchase order as returned by the Zoho CRM API. The structure and field names depend on your Zoho CRM configuration but typically include:

{
  "id": "1234567890",
  "Subject": "PO-2024-001",
  "Vendor_Name": { "id": "987654321", "name": "Acme Supplies" },
  "Product_Details": [
    {
      "product": { "id": "111222333", "name": "Widget" },
      "quantity": 10,
      "price": 25.00
    }
  ],
  "Status": "Delivered",
  "Created_Time": "2024-06-01T12:34:56+00:00",
  ...
}

All fields present in the Zoho CRM purchase order record will be included.
No binary data is returned; only structured JSON.

Dependencies

Zoho CRM Account: You must have access to a Zoho CRM account.
API Credentials: Requires OAuth2 credentials (zohoOAuth2Api) configured in n8n.
n8n Configuration: The Zoho CRM Custom node must be installed and properly set up in your n8n instance.

Troubleshooting

Common issues:

Invalid Purchase Order ID: If the provided ID does not exist, the node may throw an error indicating the record was not found.
Authentication Errors: If OAuth2 credentials are missing or expired, you may see authentication/authorization errors.
Insufficient Permissions: The connected Zoho user must have permission to view purchase orders.

Error messages and resolutions:

"Record not found": Double-check the Purchase Order ID for typos or ensure it exists in Zoho CRM.
"Invalid OAuth token" or "Unauthorized": Reconnect or refresh your Zoho CRM credentials in n8n.
"Missing required parameter: purchaseOrderId": Ensure the Purchase Order ID property is filled in the node configuration.