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Zoho CRM Custom

Consume Zoho CRM API

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Overview

The Zoho CRM Custom node for n8n allows you to automate the creation of Sales Orders in Zoho CRM. Specifically, when using the Resource: Sales Order and Operation: Create, this node enables you to generate new sales orders by specifying account details, products, and a wide range of additional fields such as billing/shipping addresses, discounts, taxes, and custom fields.

Common scenarios:

  • Automating order entry from e-commerce or ERP systems into Zoho CRM.
  • Creating sales orders based on form submissions or other workflow triggers.
  • Integrating with inventory, invoicing, or fulfillment processes.

Example use case:
When a customer places an order on your website, this node can automatically create a corresponding sales order in Zoho CRM, including all product line items, customer information, and relevant financial details.

Properties

Name Type Meaning
Account Name or ID options The account (customer) associated with the sales order. Select from existing accounts or specify an ID via expression. Required.
Subject string The subject or title of the sales order. Required.
Products collection List of products included in the sales order. Each product can have details like price, quantity, tax, etc. Multiple products supported.
  List Price number The list price of the product.
  Product Name or ID options Product to add. Choose from the list or specify an ID via expression.
  Product Description string Description of the product.
  Quantity number Number of units ordered. Defaults to 1.
  Quantity in Stock number Current stock level for the product.
  Tax number Tax amount for this product line.
  Total number Total price for this product line.
  Total After Discount number Total after applying any discounts.
  Total (Net) number Net total for this product line.
  Unit Price number Unit price for the product.
Additional Fields collection Optional extra fields for the sales order, such as adjustments, addresses, contacts, currency, custom fields, deals, description, discount, due date, exchange rate, totals, status, terms, etc.
  Adjustment number Adjustment in the grand total, if any.
  Billing Address fixedCollection Billing address details (street, city, state, country, zip code).
  Carrier string Name of the carrier for shipping.
  Contact Name or ID options Contact person for the sales order.
  Currency options Currency symbol for the sales order (e.g., USD, EUR, INR, etc.).
  Custom Fields fixedCollection Set values for custom fields defined in your Zoho CRM instance.
  Deal Name or ID options Associated deal for the sales order.
  Description string Description or notes about the sales order.
  Discount number Discount applied to the sales order (as a percentage).
  Due Date dateTime Due date for the sales order.
  Exchange Rate number Exchange rate to convert default currency to home currency.
  Grand Total number Grand total after deducting tax and discounts.
  Sales Order Number string Identifier for the sales order.
  Sales Commission number Salesperson's commission as a percentage.
  Shipping Address fixedCollection Shipping address details (street, city, state, country, zip code).
  Status Name or ID options Status of the sales order. Select from list or specify ID.
  Sub Total number Subtotal before tax.
  Tax number Total tax amount.
  Terms and Conditions string Terms and conditions for the sales order.

Output

  • The node returns the details of the newly created sales order as a JSON object.
  • The structure of the output matches the response from Zoho CRM's /sales_orders API endpoint, typically including:
    • id: Unique identifier of the sales order.
    • All standard and custom fields set during creation (such as subject, account, products, totals, addresses, etc.).
    • System-generated fields (created time, modified time, owner, etc.).

Example output:

{
  "id": "1234567890",
  "Account_Name": { "id": "987654321", "name": "Acme Corp" },
  "Subject": "Order #1001",
  "Product_Details": [
    {
      "product": { "id": "111", "name": "Widget" },
      "quantity": 2,
      "unit_price": 50,
      "total": 100
    }
  ],
  "Grand_Total": 110,
  "Status": "Created",
  ...
}

Note: Actual fields depend on your Zoho CRM configuration and the properties provided.

Dependencies

  • Zoho CRM account with appropriate permissions to create sales orders.
  • n8n OAuth2 credentials for Zoho CRM (zohoOAuth2Api) must be configured in your n8n instance.
  • No additional environment variables are required beyond standard n8n credential setup.

Troubleshooting

Common issues:

  • Missing required fields: If required fields like "Account Name or ID", "Subject", or "Products" are not provided, the node will throw an error.
  • Invalid IDs: Supplying an invalid account, contact, product, or deal ID will result in an error from Zoho CRM.
  • API authentication errors: If the Zoho OAuth2 credentials are missing or expired, authentication will fail.
  • Custom field mismatches: If you reference custom fields that do not exist or are misconfigured in Zoho CRM, the request may fail.

Error messages and resolutions:

  • "Required parameter missing": Ensure all mandatory fields are filled.
  • "INVALID_DATA": Check that all referenced IDs and field values are valid in your Zoho CRM instance.
  • "AUTHENTICATION_FAILURE": Reconnect or refresh your Zoho CRM credentials in n8n.
  • "No products specified": At least one product must be added to the sales order.

Links and References

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