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Zoho CRM Custom

Consume Zoho CRM API

Overview

The Zoho CRM Custom node for n8n, when configured with the Vendor resource and the Get Many (getAll) operation, retrieves a list of vendor records from your Zoho CRM account. This operation is useful for automating processes that require access to multiple vendor entries, such as synchronizing vendor data with other systems, generating reports, or filtering vendors based on specific criteria.

Practical examples:

  • Fetch all approved vendors for compliance checks.
  • Retrieve a limited number of vendors for batch processing.
  • Filter vendors by territory or approval status for targeted communications.

Properties

Name Type Meaning
Return All Boolean Whether to return all results or only up to a given limit. If false, "Limit" is used.
Limit Number Maximum number of results to return (only shown if "Return All" is false).
Options Collection Additional filters and settings for the query (see below for sub-options).

Options sub-properties:

Name Type Meaning
Approved Boolean Whether to retrieve only approved records. Defaults to true.
Converted Boolean Whether to retrieve only converted records. Defaults to false.
Fields MultiOptions Return only these fields in the response.
Include Child Boolean Whether to retrieve only records from child territories.
Sort By Options Field to sort records by.
Sort Order Options Ascending or descending order for sorting ("asc" or "desc").
Territory ID String Retrieve only records from this territory.

Output

  • The output is an array of JSON objects, each representing a vendor record from Zoho CRM.
  • The structure of each object corresponds to the fields available in the Zoho CRM Vendor module and may be filtered according to the selected "Fields" option.
  • Example output:
[
  {
    "id": "1234567890",
    "Vendor_Name": "Acme Supplies",
    "Approved": true,
    "Territory_ID": "987654321",
    // ...other vendor fields
  },
  ...
]
  • No binary data is returned by this operation.

Dependencies

  • External Service: Requires access to a Zoho CRM account.
  • Authentication: Needs valid Zoho OAuth2 credentials configured in n8n under the name zohoOAuth2Api.

Troubleshooting

Common issues:

  • Invalid Credentials: If authentication fails, ensure your Zoho OAuth2 credentials are correctly set up in n8n.
  • API Limits: Zoho CRM may enforce API rate limits; excessive requests could result in errors.
  • Field Selection Errors: Specifying non-existent fields in the "Fields" option may cause errors or empty results.
  • Permission Denied: The connected Zoho user must have permission to read vendor records.

Error messages and resolutions:

  • "Invalid value for field": Check that all filter and field names match those defined in your Zoho CRM instance.
  • "Request failed with status code 401": Re-authenticate your Zoho connection in n8n.
  • "No records found": Adjust your filters or remove restrictive options to broaden the search.

Links and References

Discussion