> ## Documentation Index
> Fetch the complete documentation index at: https://docs.refold.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Setup

> Connect to your Zoho CRM app for OAuth.

To setup your Zoho CRM app in Refold for OAuth, you will need the following credentials from your [Zoho Developer Console](https://api-console.zoho.com/):

* Client ID
* Client Secret

### Pre-requisites

1. Zoho Developer Console. You can create one [here](https://accounts.zoho.com/register).

### Required Settings

* **Mandatory Scopes**

1. ZohoCRM.users.READ
2. ZohoCRM.notifications.CREATE
3. ZohoCRM.notifications.DELETE

<Info>If you haven't already created an app in Zoho CRM, you'd need to create one.</Info>

### 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](https://api-console.zoho.com/).
2. Click on the `+ Add Client` button in the right and select `Server-based Applications` button.

<img height="200" src="https://mintcdn.com/cobalt-55/PicQQg0XJq1JrBVB/images/Zohocrm/Zohocrm_navigation.png?fit=max&auto=format&n=PicQQg0XJq1JrBVB&q=85&s=1e1f31da50314b6d7cae5129f672be0d" alt="Navigation for App setup" data-path="images/Zohocrm/Zohocrm_navigation.png" />

3. Enter the **Client Name** for your application and add a **Homepage URL**.
4. Go to your [`Apps catalog`](https://app.gocobalt.io/apps) in **Refold** > Search for `Zoho` > `Settings` > `Use your credentials` > `Callback Url` > Copy it.
5. Paste the Callback URL under `Authorized Redirect URIs` and click on the `Create` button.

<img height="200" src="https://mintcdn.com/cobalt-55/PicQQg0XJq1JrBVB/images/Zohocrm/Zohocrm_config.png?fit=max&auto=format&n=PicQQg0XJq1JrBVB&q=85&s=2ef00994e6040b6a0309dbe0d8dad043" alt="Setting up Zoho CRM Developer app" data-path="images/Zohocrm/Zohocrm_config.png" />

6. Navigate to the `Client Secret` tab in the app and copy the **Client ID** and **Client Secret**.

<img height="200" src="https://mintcdn.com/cobalt-55/PicQQg0XJq1JrBVB/images/Zohocrm/Zohocrm_credentials.png?fit=max&auto=format&n=PicQQg0XJq1JrBVB&q=85&s=f7521bc8ee5c108d31c845cd5bccb935" alt="Getting Credentials" data-path="images/Zohocrm/Zohocrm_credentials.png" />

#### Configuring credentials in Refold

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.

<img height="200" src="https://mintcdn.com/cobalt-55/PicQQg0XJq1JrBVB/images/Zohocrm/Zohocrm_cobalt.png?fit=max&auto=format&n=PicQQg0XJq1JrBVB&q=85&s=b2d4f53b3b6ad40800b03c9360d1ee43" alt="Setting up application client credentials" data-path="images/Zohocrm/Zohocrm_cobalt.png" />

Provide the acquired Client ID and Client Secret under Settings of the app and save it.

#### Configuring Scopes

Refold 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 Refold sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Refold also has the provision to add any
custom scopes supported by the respective platform.

<img height="200" src="https://mintcdn.com/cobalt-55/PicQQg0XJq1JrBVB/images/Zohocrm/Zohocrm_scopes.png?fit=max&auto=format&n=PicQQg0XJq1JrBVB&q=85&s=312730675f01ce9d5919784cecb9d96a" alt="OAuth Scopes" data-path="images/Zohocrm/Zohocrm_scopes.png" />

Once the scopes has been added to the application in Refold, the app will now request for access of the mentioned scopes.

<Warning>
  If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.
</Warning>

#### 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 Refold.

<Tabs>
  <Tab title="Actions">
    <AccordionGroup>
      <Accordion title="Account">
        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.
      </Accordion>

      <Accordion title="Contact">
        5. **Create Contact** - Create a contact in Zoho CRM.
        6. **Update Contact** - Update a contact in Zoho CRM.
        7. **Upsert Contact** - Upsert a contact in Zoho CRM.
        8. **Delete Contact** - Delete a contact in Zoho CRM.
      </Accordion>

      <Accordion title="Deal">
        9. **Create Deal** - Create a deal in Zoho CRM.
        10. **Update Deal** - Update a deal in Zoho CRM.
        11. **Upsert Deal** - Upsert a deal in Zoho CRM.
        12. **Delete Deal** - Delete a deal in Zoho CRM.
      </Accordion>

      <Accordion title="Lead">
        13. **Create Lead** - Create a lead in Zoho CRM.
        14. **Update Lead** - Update a lead in Zoho CRM.
        15. **Upsert Lead** - Upsert a lead in Zoho CRM.
        16. **Delete Lead** - Delete a lead in Zoho CRM.
      </Accordion>

      <Accordion title="Note">
        17. **Create Note** - Create a note in Zoho CRM.
        18. **Update Note** - Update a note in Zoho CRM.
        19. **Delete Note** - Delete a note in Zoho CRM.
      </Accordion>

      <Accordion title="Task">
        20. **Create Task** - Create a task in Zoho CRM.
        21. **Update Task** - Update a task in Zoho CRM.
        22. **Delete Task** - Delete a task in Zoho CRM.
      </Accordion>

      <Accordion title="Others">
        23. **HTTP Request** - Make HTTP API calls to any Zoho CRM documented REST APIs.
      </Accordion>
    </AccordionGroup>
  </Tab>

  <Tab title="Triggers">
    1. **Account Created** - Triggers when an account is created on Zoho CRM.
    2. **Account Updated** - Triggers when an account is updated on Zoho CRM.
    3. **Contact Created** - Triggers when a contact is created on Zoho CRM.
    4. **Contact Updated** - Triggers when a contact is updated on Zoho CRM.
    5. **Deal Created** - Triggers when a deal is created on Zoho CRM.
    6. **Deal Updated** - Triggers when a deal is updated on Zoho CRM.
    7. **Lead Created** - Triggers when a lead is created on Zoho CRM.
    8. **Lead Updated** - Triggers when a lead is updated on Zoho CRM.
  </Tab>
</Tabs>