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Zoho Books

Interact with Zoho Books API (OAuth2)

Overview

This node interacts with the Zoho Books API to manage contacts, invoices, and customer payments. Specifically for the Contact resource with the Get by Email operation, it retrieves a contact's details using their email address.

Common scenarios where this node is beneficial include:

  • Automatically fetching contact information based on an email address provided in a workflow.
  • Integrating Zoho Books contact data into other systems or automations.
  • Validating if a contact exists before creating or updating records.

Example:
You have a form submission with a user's email, and you want to fetch their contact details from Zoho Books to personalize follow-up emails or update their record.

Properties

Name Meaning
Email (for Get) The email address of the contact to retrieve. This is required to perform the "Get by Email" operation on contacts.

Output

The output is a JSON array where each item contains the contact data retrieved from Zoho Books. The structure depends on the Zoho Books API response but typically includes fields such as:

  • Contact ID
  • Contact name
  • Email
  • Phone number
  • Other contact-related details as returned by Zoho Books

If the contact is found, the output will contain one object representing that contact. If no contact matches the email, the output may be empty or contain an error depending on the API response.

No binary data is output by this node for this operation.

Dependencies

  • Requires an OAuth2 authenticated connection to Zoho Books API.
  • The credentials must include a valid organization ID.
  • The node uses the Zoho Books API endpoint specific to the domain configured in the credentials.

Troubleshooting

  • Error: "Email is required for Get by Email operation."
    This occurs if the email input property is empty. Ensure you provide a valid email address.

  • Error related to missing Organization ID
    The node requires the organization ID to be set in the credentials. Verify your Zoho Books credentials include this.

  • API errors from Zoho Books
    Errors returned by the Zoho Books API are surfaced with their code and message. Check the API limits, permissions, and validity of the email.

  • Unexpected empty results
    Confirm the email exists in Zoho Books contacts. Also, verify the correct Zoho domain is used in credentials.

Links and References

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