Zoho CRM CustomInstall

Overview

The Zoho CRM Custom node for n8n allows you to create a new Purchase Order in Zoho CRM. This is useful for automating procurement workflows, integrating purchase order creation with other business processes, or syncing data between systems. For example, you could automatically generate a purchase order when a deal is closed, or batch-create orders from an external inventory system.

Properties

Name	Type	Meaning
Subject	String	Subject or title of the purchase order.
Vendor Name or ID	Options	The vendor associated with the purchase order. Select from list or specify an ID/expression.
Products	Collection	List of products included in the purchase order, with details like price, quantity, etc.
Additional Fields	Collection	Optional fields such as adjustment, addresses, currency, custom fields, status, etc.

Products (Collection) Subfields:

• List Price (Number): Price per unit.
• Product Name or ID (Options): Product reference.
• Product Description (String): Description of the product.
• Quantity (Number): Number of units ordered.
• Quantity in Stock (Number): Current stock level.
• Tax (Number): Tax amount for this product.
• Total (Number): Total price for this product line.
• Total After Discount (Number): Line total after discounts.
• Total (Net) (Number): Net total for this product.
• Unit Price (Number): Price per single unit.

Additional Fields (Collection) Notable Subfields:

• Adjustment (Number): Adjustment in the grand total.
• Billing Address (Fixed Collection): Billing address details.
• Carrier (String): Name of the carrier.
• Currency (Options): Currency symbol (e.g., USD, EUR).
• Custom Fields (Fixed Collection): Set custom field values.
• Description (String): Description of the purchase order.
• Discount (Number): Discount percentage applied.
• Due Date (DateTime): Payment due date.
• Exchange Rate (Number): Exchange rate to home currency.
• Grand Total (Number): Final total after tax and discounts.
• PO Date (DateTime): Date of issue.
• PO Number (String): Purchase order identifier.
• Sales Commission (Number): Salesperson commission (%).
• Shipping Address (Fixed Collection): Shipping address details.
• Status Name or ID (Options): Status of the purchase order.
• Sub Total (Number): Total before tax.
• Tax (Number): Total tax amount.
• Terms and Conditions (String): Associated terms.
• Tracking Number (String): Shipment tracking number.

Output

The node returns the details of the created purchase order as a JSON object. The structure will closely match the Zoho CRM API response for a purchase order, including all standard and custom fields provided in the request, as well as system-generated fields such as IDs, timestamps, and status.

Example output:

{
  "id": "1234567890",
  "Subject": "Office Supplies",
  "Vendor_Name": { "id": "987654321", "name": "Acme Corp" },
  "Product_Details": [
    {
      "product": { "id": "111222333", "name": "Printer Paper" },
      "quantity": 10,
      "list_price": 5.00,
      "total": 50.00
    }
  ],
  "Status": "Created",
  "Grand_Total": 50.00,
  ...
}

Note: The actual fields depend on your Zoho CRM configuration and the fields you provide.

Dependencies

• Zoho CRM Account: You must have a Zoho CRM account with API access.
• n8n Credentials: The node requires OAuth2 credentials (zohoOAuth2Api) configured in n8n.
• API Scopes: Ensure your Zoho OAuth app has permissions for purchase orders.

Troubleshooting

• Missing Required Fields: If required fields like "Subject" or "Vendor Name or ID" are missing, the node will throw an error indicating which parameter is missing.
• Invalid Product Details: If no products are provided, or if product IDs are invalid, the node will fail with a relevant error.
• Authentication Errors: If your OAuth2 credentials are incorrect or expired, you'll receive authentication errors from Zoho.
• Field Mapping Issues: If you use custom fields, ensure their API names and values match your Zoho CRM setup.

Common Error Messages:

• "Missing required property: Subject" – Add a subject to your input.
• "No products found in Product_Details" – Add at least one product to the purchase order.
• "Invalid vendorId" – Check that the vendor exists in Zoho CRM.
• "Authentication failed" – Reconnect or refresh your Zoho OAuth2 credentials.

Links and References

• Zoho CRM API Documentation – Purchase Orders
• n8n Documentation: Zoho CRM Node
• n8n Expressions Guide