Zoho CRM Custom icon

Zoho CRM Custom

Consume Zoho CRM API
Join our community

Actions62

Overview

The Zoho CRM Custom node for n8n allows you to interact with the Zoho CRM API. Specifically, when configured with the Resource: Invoice and Operation: Delete, this node deletes an invoice from your Zoho CRM account based on a provided Invoice ID.

Common scenarios:

  • Automating the removal of outdated or incorrect invoices from Zoho CRM.
  • Integrating with other systems to ensure that deleted invoices in one system are also removed from Zoho CRM.
  • Cleaning up test or duplicate data as part of workflow automation.

Practical example:
Suppose you have a workflow where invoices are created in Zoho CRM after a sale, but if a payment fails or is refunded, you want to automatically delete the corresponding invoice. This node can be used to automate that process.

Properties

Name Type Meaning
Invoice ID String ID of the invoice to delete (required).

Output

The output will be a JSON object containing details about the deleted invoice. The structure typically includes confirmation information such as the ID of the deleted invoice and possibly a success message or status. Example output:

{
  "id": "1234567890",
  "message": "record deleted",
  "status": "success"
}

Note: The exact fields may vary depending on the Zoho CRM API response.

Dependencies

  • External Service: Requires access to the Zoho CRM API.
  • Authentication: Needs valid Zoho OAuth2 credentials configured in n8n (zohoOAuth2Api).
  • n8n Configuration: Ensure the Zoho CRM credentials are set up in your n8n instance.

Troubleshooting

Common issues:

  • Invalid Invoice ID: If the provided Invoice ID does not exist, the node will throw an error indicating the record was not found.
  • Authentication errors: If the Zoho OAuth2 credentials are missing or expired, authentication errors will occur.
  • Insufficient permissions: The connected Zoho user must have permission to delete invoices.

Error messages and resolutions:

  • "record not found": Check that the Invoice ID is correct and exists in Zoho CRM.
  • "invalid authentication": Reconnect or refresh your Zoho OAuth2 credentials in n8n.
  • "insufficient privileges": Ensure the Zoho user has rights to delete invoices.

Links and References

Discussion