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Zoho CRM Custom

Consume Zoho CRM API

Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when configured with the Resource: Quote and Operation: Delete, this node deletes a quote record from your Zoho CRM account based on its unique ID.

Common scenarios:

  • Automating the cleanup of outdated or invalid quotes in your CRM.
  • Integrating with approval workflows where rejected quotes are automatically removed.
  • Keeping your CRM data synchronized by deleting quotes that have been deleted in another system.

Practical example:
Suppose you have an automated process that reviews quotes and, if certain criteria are not met, removes them from Zoho CRM. This node can be used in such a workflow to delete those quotes by their IDs.


Properties

Name Type Meaning
Quote ID String ID of the quote to delete (required).

Output

The output is a JSON object containing details about the deleted quote. The structure typically includes confirmation information returned by Zoho CRM after deletion, such as the ID of the deleted quote and possibly a success message.

Example output:

{
  "id": "1234567890",
  "message": "record deleted",
  "status": "success"
}

Note: The exact fields may vary depending on Zoho CRM's API response.


Dependencies

  • External Service: Requires access to the Zoho CRM API.
  • Authentication: Needs valid Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure the Zoho CRM OAuth2 credential is set up in your n8n instance.

Troubleshooting

Common issues:

  • Invalid Quote ID: If the provided Quote ID does not exist, the node will throw an error indicating the record was not found.
  • Authentication Failure: If the Zoho OAuth2 credentials are missing or expired, authentication errors will occur.
  • Insufficient Permissions: The connected Zoho user must have permission to delete quotes; otherwise, a permission error will be thrown.

Error messages and resolutions:

  • "Record not found": Check that the Quote ID is correct and exists in your Zoho CRM.
  • "Invalid authentication": Reconnect or refresh your Zoho OAuth2 credentials in n8n.
  • "Permission denied": Ensure the Zoho user has rights to delete quotes.

Links and References

Discussion