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Zoho Books

Interact with Zoho Books API (OAuth2)

Overview

This node integrates with the Zoho Books API to manage various resources such as Contacts, Invoices, and Customer Payments. Specifically for the Contact - Create operation, it allows users to create a new contact in their Zoho Books organization by providing details like the contact's name, email, and phone number.

Common scenarios where this node is beneficial include:

  • Automating the addition of new customer contacts from lead generation forms or CRM systems.
  • Synchronizing contact data between Zoho Books and other platforms.
  • Streamlining bookkeeping processes by programmatically managing contacts.

Practical example:

  • When a new user signs up on your website, you can automatically create a corresponding contact in Zoho Books with their name, email, and phone number using this node.

Properties

Name Meaning
Contact Name The full name of the contact to be created.
Email The email address of the contact.
Phone The phone number of the contact.

Output

The node outputs an array of JSON objects representing the created contact(s). Each output item contains the contact data returned by the Zoho Books API under the json field. This typically includes fields such as the contact ID, name, email, phone, and other metadata provided by Zoho Books.

No binary data output is produced by this operation.

Example output snippet (simplified):

{
  "json": {
    "contact_id": "123456789",
    "contact_name": "John Doe",
    "email": "john.doe@example.com",
    "phone": "+1234567890"
  }
}

Dependencies

  • Requires an OAuth2 API credential configured for Zoho Books with access to the target organization.
  • The Zoho Books Organization ID must be set within the credentials.
  • The node makes HTTP requests to the Zoho Books API endpoint, which varies depending on the domain specified in the credentials.

Troubleshooting

  • Missing Organization ID: If the organization ID is not set in the credentials, the node will throw an error indicating that the Zoho Books Organization ID is required.
  • Invalid or missing input properties: For creating a contact, ensure at least the contact name is provided; otherwise, the API may reject the request.
  • API errors: Errors returned by Zoho Books API are parsed and presented with their code and message. Common issues include invalid authentication tokens, rate limits, or malformed data.
  • JSON parsing errors: If additional JSON parameters are used (not applicable here but relevant for other operations), invalid JSON will cause errors.
  • Network issues: Connectivity problems to Zoho Books API endpoints will result in request failures.

To resolve errors:

  • Verify credentials and organization ID.
  • Check input property values for correctness.
  • Review API error messages for specific causes.
  • Ensure network connectivity to Zoho Books API.

Links and References

Discussion