Zoho CRM CustomInstall

Overview

The Zoho CRM Custom node for n8n allows you to automate the creation of Sales Orders in Zoho CRM. Specifically, when using the Resource: Sales Order and Operation: Create, this node enables you to generate new sales orders by specifying account details, products, and a wide range of additional fields such as billing/shipping addresses, discounts, taxes, and custom fields.

Common scenarios:

• Automating order entry from e-commerce or ERP systems into Zoho CRM.
• Creating sales orders based on form submissions or other workflow triggers.
• Integrating with inventory, invoicing, or fulfillment processes.

Example use case:
When a customer places an order on your website, this node can automatically create a corresponding sales order in Zoho CRM, including all product line items, customer information, and relevant financial details.

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Properties

Name	Type	Meaning
Account Name or ID	options	The account (customer) associated with the sales order. Select from existing accounts or specify an ID via expression. Required.
Subject	string	The subject or title of the sales order. Required.
Products	collection	List of products included in the sales order. Each product can have details like price, quantity, tax, etc. Multiple products supported.
List Price	number	The list price of the product.
Product Name or ID	options	Product to add. Choose from the list or specify an ID via expression.
Product Description	string	Description of the product.
Quantity	number	Number of units ordered. Defaults to 1.
Quantity in Stock	number	Current stock level for the product.
Tax	number	Tax amount for this product line.
Total	number	Total price for this product line.
Total After Discount	number	Total after applying any discounts.
Total (Net)	number	Net total for this product line.
Unit Price	number	Unit price for the product.
Additional Fields	collection	Optional extra fields for the sales order, such as adjustments, addresses, contacts, currency, custom fields, deals, description, discount, due date, exchange rate, totals, status, terms, etc.
Adjustment	number	Adjustment in the grand total, if any.
Billing Address	fixedCollection	Billing address details (street, city, state, country, zip code).
Carrier	string	Name of the carrier for shipping.
Contact Name or ID	options	Contact person for the sales order.
Currency	options	Currency symbol for the sales order (e.g., USD, EUR, INR, etc.).
Custom Fields	fixedCollection	Set values for custom fields defined in your Zoho CRM instance.
Deal Name or ID	options	Associated deal for the sales order.
Description	string	Description or notes about the sales order.
Discount	number	Discount applied to the sales order (as a percentage).
Due Date	dateTime	Due date for the sales order.
Exchange Rate	number	Exchange rate to convert default currency to home currency.
Grand Total	number	Grand total after deducting tax and discounts.
Sales Order Number	string	Identifier for the sales order.
Sales Commission	number	Salesperson's commission as a percentage.
Shipping Address	fixedCollection	Shipping address details (street, city, state, country, zip code).
Status Name or ID	options	Status of the sales order. Select from list or specify ID.
Sub Total	number	Subtotal before tax.
Tax	number	Total tax amount.
Terms and Conditions	string	Terms and conditions for the sales order.

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Output

• The node returns the details of the newly created sales order as a JSON object.
• The structure of the output matches the response from Zoho CRM's /sales_orders API endpoint, typically including:
  • id: Unique identifier of the sales order.
  • All standard and custom fields set during creation (such as subject, account, products, totals, addresses, etc.).
  • System-generated fields (created time, modified time, owner, etc.).

Example output:

{
  "id": "1234567890",
  "Account_Name": { "id": "987654321", "name": "Acme Corp" },
  "Subject": "Order #1001",
  "Product_Details": [
    {
      "product": { "id": "111", "name": "Widget" },
      "quantity": 2,
      "unit_price": 50,
      "total": 100
    }
  ],
  "Grand_Total": 110,
  "Status": "Created",
  ...
}

Note: Actual fields depend on your Zoho CRM configuration and the properties provided.

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Dependencies

• Zoho CRM account with appropriate permissions to create sales orders.
• n8n OAuth2 credentials for Zoho CRM (zohoOAuth2Api) must be configured in your n8n instance.
• No additional environment variables are required beyond standard n8n credential setup.

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Troubleshooting

Common issues:

• Missing required fields: If required fields like "Account Name or ID", "Subject", or "Products" are not provided, the node will throw an error.
• Invalid IDs: Supplying an invalid account, contact, product, or deal ID will result in an error from Zoho CRM.
• API authentication errors: If the Zoho OAuth2 credentials are missing or expired, authentication will fail.
• Custom field mismatches: If you reference custom fields that do not exist or are misconfigured in Zoho CRM, the request may fail.

Error messages and resolutions:

• "Required parameter missing": Ensure all mandatory fields are filled.
• "INVALID_DATA": Check that all referenced IDs and field values are valid in your Zoho CRM instance.
• "AUTHENTICATION_FAILURE": Reconnect or refresh your Zoho CRM credentials in n8n.
• "No products specified": At least one product must be added to the sales order.

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Links and References

• Zoho CRM API Documentation – Sales Orders
• n8n Zoho CRM Integration Guide
• n8n Expressions Documentation