To setup your Zoho CRM app in Cobalt for OAuth, you will need the following credentials from your Zoho Developer Console:
  • Client ID
  • Client Secret

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Pre-requisites

  1. Zoho Developer Console. You can create one here.

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Required Settings

  • Mandatory Scopes
  1. ZohoCRM.users.READ
  2. ZohoCRM.notifications.CREATE
  3. ZohoCRM.notifications.DELETE
If you haven’t already created an app in Zoho CRM, you’d need to create one.

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Creating an app in Zoho CRM

To create a Zoho CRM app and acquire the above mentioned credentials, please follow the steps mentioned below:
  1. Log in to your Zoho Developer Console.
  2. Click on the + Add Client button in the right and select Server-based Applications button.
Navigation for App setup
  1. Enter the Client Name for your application and add a Homepage URL.
  2. Go to your Apps catalog in Cobalt > Search for Zoho > Settings > Use your credentials > Callback Url > Copy it.
  3. Paste the Callback URL under Authorized Redirect URIs and click on the Create button.
Setting up Zoho CRM Developer app
  1. Navigate to the Client Secret tab in the app and copy the Client ID and Client Secret.
Getting Credentials

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Configuring credentials in Cobalt

App settings page lets you configure the authentication settings for an OAuth2 based application. For your customers to provide you authorization to access their data, they would first need to install your application. This page lets you set up your application credentials. Setting up application client credentials Provide the acquired Client ID and Client Secret under Settings of the app and save it.

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Configuring Scopes

Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes section. For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform. OAuth Scopes Once the scopes has been added to the application in Cobalt, the app will now request for access of the mentioned scopes.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.

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Actions and triggers

Once the above setup is completed, you can create orchestrations of your use-cases using Zoho CRM actions and triggers. Following are the set of Zoho CRM actions and triggers supported by Cobalt.
  1. Create Account - Create an account in Zoho CRM.
  2. Update Account - Update an account in Zoho CRM.
  3. Upsert Account - Upsert an account in Zoho CRM.
  4. Delete Account - Delete an account in Zoho CRM.
  1. Create Contact - Create a contact in Zoho CRM.
  2. Update Contact - Update a contact in Zoho CRM.
  3. Upsert Contact - Upsert a contact in Zoho CRM.
  4. Delete Contact - Delete a contact in Zoho CRM.
  1. Create Deal - Create a deal in Zoho CRM.
  2. Update Deal - Update a deal in Zoho CRM.
  3. Upsert Deal - Upsert a deal in Zoho CRM.
  4. Delete Deal - Delete a deal in Zoho CRM.
  1. Create Lead - Create a lead in Zoho CRM.
  2. Update Lead - Update a lead in Zoho CRM.
  3. Upsert Lead - Upsert a lead in Zoho CRM.
  4. Delete Lead - Delete a lead in Zoho CRM.
  1. Create Note - Create a note in Zoho CRM.
  2. Update Note - Update a note in Zoho CRM.
  3. Delete Note - Delete a note in Zoho CRM.
  1. Create Task - Create a task in Zoho CRM.
  2. Update Task - Update a task in Zoho CRM.
  3. Delete Task - Delete a task in Zoho CRM.
  1. HTTP Request - Make HTTP API calls to any Zoho CRM documented REST APIs.