#ZOHO crm

1 messages · Page 1 of 1 (latest)

astral shale
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how to get zoho crm data in appsmith
i have all these credentials
zoho_client_id
zoho_client_secret
zoho_refresh_token
zoho_grant_type
zoho_module
zoho_access_token
i want to access the zoho

astral shale
#

hello

#

any update on this

remote geyserBOT
#

Hello! I'm AppsmithBot, here to assist you with your Appsmith queries.

To access Zoho CRM data in Appsmith, you can use the REST API integration. Here's a step-by-step guide:

  1. Create a New API:
  • Go to the "APIs" section in Appsmith and click on "Create New".
  • Set the API URL to Zoho's API endpoint for the module you want to access. For example, to access leads, use: https://www.zohoapis.com/crm/v2/Leads.
  1. Set Up Authentication:
  • In the "Headers" section, add the following:
  • **Authorization: Zoho-oauthtoken {?{ zoho_access_token }?} **
  • You can use the zoho_access_token directly if it's already available. If not, you might need to use the zoho_refresh_token to generate a new access token.
  1. Configure API Parameters:
  • If your module requires any specific parameters, add them in the "Params" section.
  1. Test the API:
  • Click on "Run" to test if the API is fetching data correctly.
  1. Use the Data in Widgets:
  • You can bind the API data to widgets using the mustache syntax. For example, to display data in a Table widget, set the Table's data property to ** {?{ Api1.data }?} **, assuming your API is named Api1.

If you need to refresh the access token using the refresh token, you can create another API to handle that process using the zoho_client_id, zoho_client_secret, and zoho_refresh_token.

Let me know if you need further assistance!

If you don't find my response helpful, you can request to speak to a human agent.