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Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Quote - Get Many operation in the Zoho CRM Custom n8n node retrieves multiple quote records from your Zoho CRM account. This operation is useful for automating workflows that require access to a list of quotes, such as generating reports, syncing data with other systems, or performing batch operations on quotes.

Practical examples:

  • Fetching all approved quotes for a specific territory.
  • Retrieving only converted quotes for further processing.
  • Exporting a filtered and sorted list of quotes for analysis.

Properties

Name Type Meaning
Return All Boolean Whether to return all results or limit the number of returned quotes.
Limit Number The maximum number of quotes to return (only shown if "Return All" is false).
Options Collection Additional filters and settings for the query (see below for details).

Options sub-properties:

Name Type Meaning
Approved Boolean Retrieve only approved quotes (default: true).
Converted Boolean Retrieve only converted quotes (default: false).
Fields MultiOptions Specify which fields to include in the response.
Include Child Boolean Retrieve only records from child territories.
Sort By Options Field by which to sort the results.
Sort Order Options Sort order: Ascending or Descending (default: Descending).
Territory ID String Retrieve only quotes from this specific territory.

Output

The output is an array of JSON objects, each representing a quote record from Zoho CRM. The structure of each object depends on the selected fields and options, but typically includes standard quote properties such as:

{
  "id": "string",
  "Subject": "string",
  "Quote_Stage": "string",
  "Account_Name": { "name": "string", "id": "string" },
  "Total": "number",
  ...
}
  • If you specify particular fields in the Fields option, only those fields will be present in each output object.
  • No binary data is produced by this operation.

Dependencies

  • Zoho CRM Account: You must have a valid Zoho CRM account.
  • API Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) configured in n8n.
  • n8n Configuration: Ensure the Zoho CRM Custom node is properly installed and authorized in your n8n instance.

Troubleshooting

Common issues:

  • Authentication errors: Make sure your Zoho OAuth2 credentials are valid and not expired.
  • Insufficient permissions: The connected Zoho user must have permission to read quotes.
  • Empty results: Check your filter options (e.g., Approved, Converted, Territory ID) to ensure they match existing data.
  • Field selection errors: If you select fields that do not exist or are misspelled, the API may return errors or empty fields.

Error messages:

  • "Invalid value for parameter": Double-check your input values, especially for options like Territory ID or field names.
  • "Unauthorized": Reconnect or refresh your Zoho OAuth2 credentials in n8n.
  • "Request failed with status code 400/403/404": Review your filter criteria and ensure the resource exists.

Links and References

Discussion