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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 Purchase Order resource and the Update operation, this node updates an existing purchase order in your Zoho CRM account. This is useful for automating workflows where purchase order details need to be modified based on business logic or external triggers.

Common scenarios:

  • Automatically updating purchase order status after receiving goods.
  • Adjusting billing or shipping addresses based on customer input.
  • Modifying financial fields (like discounts, taxes, totals) as part of approval or reconciliation processes.

Example use cases:

  • When a supplier confirms a change in delivery address, update the purchase order accordingly.
  • After finance reviews, update the discount or tax fields on a purchase order.
  • Change the status of a purchase order to "Received" once items are delivered.

Properties

Name Type Meaning
Purchase Order ID String ID of the purchase order to update.
Update Fields Collection Fields to update on the purchase order. See below for available sub-fields.

Update Fields sub-properties:

Name Type Meaning
Adjustment Number Adjustment in the grand total, if any.
Billing Address Fixed Collection Billing address details (Street, City, State, Country, Zip Code).
Carrier String Name of the carrier.
Currency Options Symbol of the currency in which revenue is generated.
Custom Fields Fixed Collection Set custom field values by Field ID and Value.
Description String Description of the purchase order.
Discount Number Discount amount.
Due Date DateTime Due date for the purchase order.
Exchange Rate Number Exchange rate of the default currency to the home currency.
Grand Total Number Total amount for the product after deducting tax and discounts.
PO Date DateTime Date on which the purchase order was issued.
PO Number String ID of the purchase order after creating a case.
Sales Commission Number Commission of sales person on deal closure as a percentage.
Shipping Address Fixed Collection Shipping address details (Street, City, State, Country, Zip Code).
Status Name or ID Options Status of the purchase order.
Sub Total Number Total amount for the product excluding tax.
Subject String Subject or title of the purchase order.
Tax Number Tax amount as the sum of sales tax and value-added tax.
Terms and Conditions String Terms and conditions associated with the purchase order.
Tracking Number String Tracking number for the purchase order.

Output

The output will be a JSON object containing the updated details of the purchase order as returned by the Zoho CRM API. The structure typically includes all standard and custom fields of the purchase order, reflecting their new values after the update.

Example output:

{
  "id": "1234567890",
  "Subject": "Updated PO",
  "Status": "Approved",
  "Grand_Total": 1500,
  "Billing_Address": {
    "Billing_Street": "123 Main St",
    "Billing_City": "Metropolis",
    ...
  },
  ...
}

Note: The actual fields depend on what was updated and your Zoho CRM configuration.

Dependencies

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

Troubleshooting

Common issues:

  • Missing Required Fields: If Purchase Order ID is not provided, the node will throw an error.
  • Empty Update: If no fields are specified in Update Fields, the node will throw an error indicating that at least one field must be updated.
  • Invalid Field Values: Providing invalid data types or values (e.g., negative numbers where not allowed) may result in API errors.
  • Authentication Errors: Invalid or expired Zoho OAuth2 credentials will cause authentication failures.

Error messages and resolutions:

  • "At least one field must be updated": Make sure to specify at least one field in the "Update Fields" collection.
  • "Invalid Purchase Order ID": Double-check that the ID exists in your Zoho CRM instance.
  • "Authentication failed": Reconnect or refresh your Zoho OAuth2 credentials in n8n.

Links and References

Discussion