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Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

This node allows you to create or update (upsert) a Quote in Zoho CRM. It checks if a quote with the specified subject already exists: if it does, the existing record is updated; otherwise, a new quote is created. This is useful for automating sales processes where quotes need to be managed dynamically based on incoming data, such as syncing quotes from another system, updating pricing, or batch-creating quotes for multiple customers.

Practical examples:

  • Automatically generate or update sales quotes when a customer requests a proposal via your website.
  • Sync product and pricing updates from an ERP system into Zoho CRM quotes.
  • Batch import legacy quotes into Zoho CRM, ensuring no duplicates are created.

Properties

Name Type Meaning
Subject String Subject or title of the quote. If a record with this subject exists, it will be updated; otherwise, a new one will be created. (Required)
Products Collection List of products included in the quote. Each product can have details like price, quantity, description, tax, etc. At least one product is required.
Additional Fields Collection Optional extra fields to further define the quote, such as adjustment, billing/shipping address, currency, custom fields, description, exchange rate, grand total, stage, etc.

Products sub-fields:

  • List Price (Number): The listed price of the product.
  • Product Name or ID (Options): Select or specify the product.
  • Product Description (String): Description of the product.
  • Quantity (Number): Number of units.
  • Quantity in Stock (Number): Available stock.
  • Tax (Number): Tax amount for the product.
  • Total (Number): Total price for the product.
  • Total After Discount (Number): Total after discounts.
  • Total (Net) (Number): Net total for the product.
  • Unit Price (Number): Price per unit.

Additional Fields highlights:

  • Adjustment (Number): Any adjustment to the grand total.
  • Billing/Shipping Address: Structured address fields.
  • Currency (Options): Currency symbol (e.g., USD, EUR).
  • Custom Fields: Set values for custom fields defined in Zoho CRM.
  • Description (String): Description of the quote.
  • Exchange Rate (Number): Exchange rate for currency conversion.
  • Grand Total (Number): Final total after taxes and discounts.
  • Quote Stage Name or ID (Options): Current stage of the quote.
  • Sub Total (Number): Total before taxes.
  • Tax (Number): Combined tax amount.
  • Team (String): Team associated with the quote.
  • Terms and Conditions (String): Terms for the quote.
  • Valid Till (DateTime): Expiry date for the quote.

Output

The node returns the details of the created or updated quote as a JSON object. The structure closely matches the Zoho CRM API response for a quote, typically including:

{
  "id": "1234567890",
  "Subject": "Sample Quote",
  "Product_Details": [
    {
      "product": { /* product info */ },
      "quantity": 2,
      // ...other product fields
    }
  ],
  "Grand_Total": 1000,
  "Sub_Total": 900,
  "Tax": 100,
  // ...other fields as set or returned by Zoho CRM
}
  • All fields sent in the request (subject, products, additional fields) will be reflected in the output, along with system-generated fields like id, timestamps, and any calculated totals.
  • If the operation fails and "Continue On Fail" is enabled, the output will include an error field with the error message.

Dependencies

  • Zoho CRM Account: You must have access to a Zoho CRM account.
  • n8n Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) configured in n8n for authentication with Zoho CRM.
  • API Access: Ensure your Zoho CRM user has permission to create and update Quotes and related modules (Products, etc.).

Troubleshooting

Common Issues:

  • Missing Required Fields: If "Subject" or at least one product is not provided, the node will throw an error.
  • Invalid Product Reference: If a product ID/name does not exist in Zoho CRM, the operation will fail.
  • Authentication Errors: Invalid or expired OAuth2 credentials will result in authentication errors.
  • Field Validation Errors: Providing invalid values (e.g., negative quantities, unsupported currency codes) may cause Zoho CRM to reject the request.

Error Messages:

  • "Missing required property: Product_Details": At least one product must be specified.
  • "No fields to update": If no additional fields are provided for update, the node may throw this error.
  • "Invalid value for field X": Check that all field values conform to Zoho CRM's requirements.
  • "Record not found": If attempting to update a non-existent quote.

How to resolve:

  • Double-check all required fields are filled.
  • Use the "Load Options" feature in n8n to select valid products, currencies, and stages.
  • Ensure your credentials are up-to-date and have sufficient permissions.

Links and References

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