Actions62
- Account Actions
- Contact Actions
- Deal Actions
- Invoice Actions
- Lead Actions
- Product Actions
- Purchase Order Actions
- Quote Actions
- Sales Order Actions
- Tags Actions
- Vendor Actions
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- Automating the cleanup of outdated or invalid quotes in your CRM.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.