Zoho CRM Custom

Consume Zoho CRM API

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when using the Resource: Quote and Operation: Update, this node updates an existing quote in your Zoho CRM account with new or modified information. This is useful in scenarios where you need to programmatically adjust quotes based on workflow automation, such as updating pricing, addresses, custom fields, or other quote details after negotiation or approval steps.

Practical examples:

Automatically update a quote's status and total after receiving customer feedback.
Change billing or shipping address details if a client requests modifications.
Adjust tax, currency, or add custom field values as part of a sales process.

Properties

Name	Type	Meaning
Quote ID	String	ID of the quote to update. Required to identify which quote will be modified.
Update Fields	Collection	A group of fields to update on the quote. Each sub-field below can be set individually.
└ Adjustment	Number	Adjustment in the grand total, if any.
└ Billing Address	FixedCollection	Billing address details (Street, City, State, Country, Zip Code).
└ Carrier	String	Carrier associated with the quote.
└ Currency	Options	Symbol of the currency in which revenue is generated (e.g., USD, EUR, etc.).
└ Custom Fields	FixedCollection	Set one or more custom fields by Field ID and Value.
└ Description	String	Description or notes about the quote.
└ Exchange Rate	Number	Exchange rate of the default currency to the home currency.
└ Grand Total	Number	Total amount for the product after deducting tax and discounts.
└ Quote Stage Name or ID	Options	Stage of the quote (select from list or specify an ID/expression).
└ Shipping Address	FixedCollection	Shipping address details (Street, City, State, Country, Zip Code).
└ Sub Total	Number	Total amount for the product excluding tax.
└ Subject	String	Subject or title of the quote.
└ Tax	Number	Tax amount as the sum of sales tax and value-added tax.
└ Team	String	Team for whom the quote is created.
└ Terms and Conditions	String	Terms and conditions associated with the quote.
└ Valid Till	DateTime	Date until when the quote is valid.

Output

The output is a JSON object containing the updated details of the quote as returned by the Zoho CRM API.
The structure typically includes all standard and custom fields of the quote, reflecting their new values after the update.
Example output (structure may vary depending on fields updated):

{
  "id": "1234567890",
  "Subject": "Updated Quote Title",
  "Grand_Total": 1500,
  "Billing_Address": {
    "Billing_Street": "123 Main St",
    "Billing_City": "New York"
  },
  "Quote_Stage": "Negotiation/Review",
  "Custom_Field_1": "Value",
  ...
}

No binary data is produced by this operation.

Dependencies

Zoho CRM Account: You must have a Zoho CRM account with appropriate permissions to update quotes.
API Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) configured in n8n.
n8n Configuration: Ensure that the Zoho CRM credential is set up in your n8n instance.

Troubleshooting

Common Issues:

Missing or Invalid Quote ID: If the Quote ID is missing or incorrect, the node will fail to find the quote to update.
Empty Update Fields: If no fields are provided in Update Fields, the node will throw an error indicating that there is nothing to update.
Permission Errors: If the connected Zoho user does not have permission to update quotes, the API will return an authorization error.
Field Validation Errors: Providing invalid values (e.g., wrong data type, out-of-range numbers) for fields may result in validation errors from Zoho CRM.

Error Messages & Resolutions:

"No fields to update": Ensure at least one field is set in Update Fields.
"Invalid Quote ID": Double-check the Quote ID value.
"Permission denied": Verify that your Zoho CRM user has edit access to quotes.
"Field validation failed": Check that all field values conform to expected formats and constraints.