Zoho CRM Custom

Overview

This node allows you to retrieve a specific Quote from Zoho CRM by its ID. It is useful in workflows where you need to fetch detailed information about a particular quote, for example, to display it, process it further, or synchronize it with another system.

Practical examples:

• Fetching a quote's details to send in an email.
• Retrieving a quote to update records in another application.
• Using the quote data as part of a reporting or analytics workflow.

Properties

Output

The output will be a JSON object containing all available fields for the requested quote as returned by the Zoho CRM API. The structure typically includes standard and custom fields associated with the quote, such as subject, status, product details, amounts, and any other metadata stored in Zoho CRM for that quote.

Example output (structure may vary depending on your Zoho CRM setup):

{
  "id": "1234567890",
  "Subject": "Quote for ACME Corp",
  "Quote_Number": "Q-0001",
  "Status": "Sent",
  "Product_Details": [
    {
      "product": {
        "name": "Widget A",
        "id": "987654321"
      },
      "quantity": 10,
      "list_price": 100
    }
  ],
  "Grand_Total": 1000,
  "...": "..."
}

Note: The actual fields depend on your Zoho CRM configuration.

Dependencies

• Zoho CRM Account: You must have access to a Zoho CRM account.
• n8n Credentials: The node requires OAuth2 credentials for Zoho CRM (zohoOAuth2Api) to authenticate API requests.
• API Access: Ensure your Zoho CRM user has permission to read quotes.

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 Errors: If the OAuth2 credentials are missing or expired, authentication errors will occur. Refresh or reconfigure your credentials.
• Insufficient Permissions: If your Zoho CRM user lacks permission to view quotes, you may receive a "permission denied" or similar error.

Error messages and resolutions:

• "Record not found": Double-check the Quote ID for typos or ensure the quote exists in Zoho CRM.
• "Invalid OAuth token": Re-authenticate your Zoho CRM credentials in n8n.
• "Permission denied": Verify your Zoho CRM user's permissions for the Quotes module.

Links and References

• Zoho CRM API Documentation – Quotes
• n8n Documentation – Zoho CRM Node
• How to get a record by ID in Zoho CRM API