Hello everyone,
At Zoho Creator, we believe in providing you with the necessary tools to achieve a well connected ecosystem of apps. Our Custom Connectors feature is a testament to this, enabling you to integrate with a wide range of external services beyond those available through built-in connectors.
While our built-in connectors already cover over 500 popular services (with new ones being added regularly), custom connectors take this a step further by allowing you to connect with virtually any third-party service.
To make this powerful feature even more robust and enterprise-ready, we've rolled out a series of enhancements designed to support advanced authentication methods, enable secure cloud integrations, and ensure seamless connectivity with external services. In this post, we'll walk you through the most recent updates:
- OAuth 2.0 - Client authentication modes
- AWS Signature authentication
- Bearer token authentication
Let's explore each in detail:
OAuth 2.0 - Client authentication modes
Different APIs have varying expectations for how client credentials should be presented during OAuth token exchange. Until now, our OAuth authentication type assumed a single client authentication method, and users faced issues when credentials had to be sent in the authorization header. To address this, we've introduced a new Client Authentication option for custom connectors using OAuth 2.0. This allows you to specify how your client credentials (Client ID and Client secret) are transmitted to the authorization server during the token request process. You can choose from two options:
- Include in the form data (Default): This method adds your credentials to the form data submitted within the body of the request.
- Include in the authorization header: This method places your credentials in the request's security header using HTTP basic authentication.
Why this matters
- Improved compatibility with APIs that enforce strict authentication rules
- Smoother integrations with enterprise-grade APIs
- Reduced authentication errors
Example
Assume you want to integrate Zoho Creator with Reddit, a popular social media platform. The Reddit API uses OAuth 2.0 and its documentation explicitly states that client credentials must be sent in the Authorization header using basic authentication.
Now, when configuring your OAuth 2.0 custom connector in Zoho Creator, you can simply select Include in authorization header under the Client Authentication field. This ensures your authentication flow will work as expected, without any custom code or middleware.
AWS Signature authentication
The industry-standard authentication required to securely interact with AWS services is now supported in Zoho Creator. The new AWS Signature 4 authentication type within Custom Connectors enables you to integrate with AWS services without relying on any middleware or authentication workarounds. This unlocks the ability to connect to a wide range of popular AWS services (such as S3, Lambda, DynamoDB, and more) and perform the required actions.
Why this matters
- Enterprise-grade security for applications that deal with critical workloads or sensitive data
- Seamless automation of workflows with your existing AWS infrastructure from within Zoho Creator
- Complies with AWS's Signature Version 4 method, which ensures robust security and maximum compatibility while authenticating requests to AWS services
Example
Consider a setup where your organization generates critical business documents using a Zoho Creator application. You may need to store these documents in their AWS S3 bucket for recordkeeping and auditing purposes.
With the introduction of the new AWS Signature authentication in Custom Connectors, you can easily connect to S3 by providing your AWS credentials and region. Then you can use the invokeURL task to transfer documents from Zoho Creator to your S3 bucket.
This enables seamless and secure integration with AWS, bringing the full power of AWS's cloud capabilities into your Creator apps.
Bearer token authentication
Zoho Creator now supports Bearer token authentication. Many third-party services, like GitHub and Slack, use this authentication type, which is a lightweight method that enables secure API calls without the need for full OAuth. Now you can seamlessly integrate these services into your applications using custom connectors.
Why this matters
- Eliminates the need for complex setups associated with other authentication types, like OAuth, making it ideal for APIs that use token-based access
- Enables faster, hassle-free integrations with internal tools, developer platforms, and microservices
Example
Assume your sales team relies on Slack for internal communication. With Bearer token authentication now supported in Zoho Creator, you can establish a custom connector with Slack. Then you call Slack's API using invokeURL to automatically post updates to a channel whenever a new lead is generated.
In essence, this is a simpler, more secure path to connect Creator with modern APIs from GitHub and Notion to your own internal systems.
Help documentation
We've updated our help resources to reflect the recent enhancements to Custom Connectors. For detailed information, please refer to the
Understand Connectors page.
Bonus: mTLS in Zoho Creator
While we're on the topic of custom connectors, let's wrap things up with a platform-level security upgrade. For the first time in the Zoho ecosystem, Zoho Creator now supports Mutual Transport Layer Security (mTLS) across all integrations. mTLS is available for both built-in and custom connectors.
mTLS provides an added layer of security by enabling certificate-based, two-way authentication and ensures that both the client and server verify each other's identity.
Why this matters
- Particularly valuable for enterprises operating in zero-trust environments
- Helps meet compliance requirements, such as HIPAA, ISO 27001, GDPR, and other industry standards
Availability
mTLS is currently available only on demand. Please reach out to our support team if your integrations require mTLS-based authentication.
These powerful enhancements reaffirm Zoho Creator's commitment to helping you build deeply integrated, enterprise-grade business applications—and we'll continue enhancing the platform to support your evolving needs. Stay tuned for more updates coming soon!
Till then,
The Zoho Creator Team
Recent Topics
Accessing shared mailboxes through Trident (Windows)
Hi, I have a created a couple of shared mailboxes. The mailboxes are showing up on the browser based Zoho workplace, but I cannot seem to figure out how to access my shared inboxes through Trident (Windows). Am I missing something or is this feature not
Feature Request: Ability to set Default Custom Filters and apply them via URL/Deluge
I've discovered a significant gap in how Zoho Creator handles Custom Filters for reports, and I'm hoping the Zoho team can address this in a future update. This limitation has been raised before and continues to be requested, but remains unresolved. The
Closing the Loop: Why Lookup Asymmetry is Harming Data Integrity in Creator
TL;DR: Lookup fields allow users to add new related records inline via the "+" icon, but there's no equivalent ability to edit an existing related record without navigating away and losing form context. Adding a native "Edit" icon—with automatic User
filtering lookup field options based on information in another module.
In our CRM system. We have the standard Accounts and Deals modules. We would like to introduce the ability to classify Accounts by Sector. Our desired functionality is to have a global list of all sectors that an Account can select, with the ability to
Service op locatie organiseren met Zoho FSM: waar lopen organisaties tegenaan?
Bij organisaties met service teams op locatie merken we vaak dat de complexiteit niet zozeer in de planning zelf zit, maar in wat er rond die planning gebeurt. Denk aan opvolging na interventies, consistente servicerapporten, en het bijhouden van installaties
Introducing Assemblies and Kits in Zoho Inventory
Hello customers, We’re excited to share a major revamp to Zoho Inventory that brings both clarity and flexibility to your inventory management experience! Presenting Assemblies and Kits We’re thrilled to introduce Assemblies and Kits, which replaces the
Does the ability exist to make tax on the customer profile mandatory?
I am reaching out to inquire about the possibility of making the "Customer Tax" field mandatory when creating a new customer in Zoho. We want to ensure that all customers have their tax information recorded to maintain compliance with our internal processes.
email association with CRM
Why is it 2024 (almost 2025) and Zoho has not figured out how to integrate email with CRM? It is so inconsistent at associating emails within CRM. I am an attorney. I have clients and work with other attorneys. Attorney John Doe is associated with multiple
Fix the speed
It takes ages to load on every step even though my dataset is quite small.
Credit Note for Shipped and Fatoora pushed invoices
We have shipped a Sales Order and created an Invoice. The Invoice is also pushed to Fatoora Now we need to create a credit note for the invoice When we try it, it says we need to create a Sales Return in the Zoho Books, we have already created a Sales
FSM - Timesheet entires for Internal Work
Hi FSM Team, Several of my clients have asked how they can manage internal timesheets within Zoho FSM. Since their technicians already spend most of their day working in FSM, it would be ideal if they could log all working hours directly in the FSM app.
Add a way of clearing fields values in Flow actions
It would be great if there was an option to set a field as Null when creating flows. I had an instance today where I just wanted to clear a long integer field in the CRM based on an action in Projects but I had to write a custom function. It would be
Role Management
I am creating an analytics dashboard for a company that will be utilized by its various departments such as Finance, Marketing, and HR. My goal is to design the dashboard with separate tabs for each department. Additionally, I plan to implement role-based
Highlight a candidate who is "off limits"
Hello: Is there a way to highlight a candidate who is "off limits"? I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that. This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits. The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,
Announcing new features in Trident for Windows (v.1.37.5.0)
Hello Community! Trident for Windows just received a major update, with a range of capabilities that strengthen email security and enhance communication. This update focuses on making your mailbox safer and your overall email experience more reliable.
Early Payment Discount customize Text
Hi, I’m currently using Zoho Books and am trying to customize the standard “Early Payment Discount” message that appears in the PDF invoice template. I’ve reviewed the documentation here: https://www.zoho.com/books/help/invoice/early-payment-discount.html
Deprecation of SMS-based multi-factor authentication (MFA) mode
Overview of SMS-based OTP MFA mode The SMS-based OTP MFA method involves the delivery of a one-time password to a user's mobile phone via SMS. The user receives the OTP on their mobile phone and enters it to sign into their account. SMS-based OTPs offer
Zoho Sheet - Desktop App or Offline
Since Zoho Docs is now available as a desktop app and offline, when is a realistic ETA for Sheet to have the same functionality?I am surprised this was not laucned at the same time as Docs.
DKIM Now Mandatory - Changes to Zoho Forms Email Policies
Hello Zoho Forms Users, This post is to inform you about an important update regarding the authentication of all email domains in your Zoho Forms account. This year, we are doubling down on our commitment to deliver a secure, seamless, and empowering
Call description in notes
When completing a call, we type in the result of the call in the description. However, that does not show up under the notes history on the contact. We want to be able to see all the calls that have taken place for a contact wihtout having to go into
Email Address for Contact not Populating
When I click "Send Mail" from a Contact's page, their email address does not auto populate the "To" field. How do I make this happen?
New in CRM: Dynamic filters for lookup fields
Last modified on Oct 28, 2024: This feature was initially available only through Early Access upon request. It is now available to all users across all data centers, except for the IN DC. Users in the IN DC can temporarily request access using this form
Why hybrid project management might be the best fit for you?
Project management techniques are designed to equip teams with proven methods for easy and efficient project execution. While management teams may have apprehensions about adopting the hybrid method of project management, we’ve compiled the top reasons
Allow all Company Users to view all projects, but only owner/admins can change projects
I was wondering if there was a permission setting I could adjust to allow all our company users to see all projects created. Then, only the project owners and admins with the change permission. Thanks
Fail to send Email by deluge
Hi, today I gonna update some email include details in deluge, while this msg pops up and restrict me to save but my rules has run for one year. can you tell me how to use one of our admin account or super admin account to send the email? I tried to update
Seeking help to be able to search on all custom functions that are defined
Hello I have a lot of custom functions defined (around 200) and i would like to search some specific strings in the content of those. Is there a way to accomplish that? If not, is there a way to download all existing custom functions in some files locally
Totals for Sales Tax Report
On the sales tax report, the column totals aren't shown for any column other than Total Tax. I can't think of a good reason that they shouldn't be included for the other columns, as well. It would help me with my returns, for sure. It seems ludicrous
Add Bulk Section / Grid Layout Duplicate Feature in Zoho Forms Builder
Currently in Zoho Forms, users can only duplicate individual fields. There is no option to duplicate an entire section or two-column/grid layout with all internal fields. This becomes inefficient when building structured forms such as Family Details,
Leistungsdatum in Rechnungen (Zoho Books)
Hallo, ist es irgendwie möglich den Leistungszeitraum in der Rechnung aufzuführen? Beste Grüße Aleks
Zoho Trident Windows - Streams Not Visible
Namaste We’re having an issue with Streams not being visible in Trident (Windows), which is important for us as we share many emails internally. It appears that the feature to show Streams above the Inbox folder, as seen in the default mailbox view, is
Sales IQ Chat Widget is Only Displaying Last Name
Can anyone suggest why the widget is only displaying "last name"?! We have the latest version of the wordpress plugin installed. Thanks Thanks!
Shopify - Item sync from Zoho Inventory
Hi team, We’ve connected Shopify with Zoho Inventory. We want that when an item is created in Zoho Inventory, it must create a product in Shopify. But currently, new items created in Zoho Inventory are not getting created in Shopify even after clicking
Bulk upload image option in Zoho Commerce
I dont know if I am not looking into it properly but is there no option to bulk upload images along with the products? Like after you upload the products, I will have to upload images one by one again? Can someone help me out here? And what should I enter
Is it possible to setup bin locations WITHOUT mandating batch tracking?
Hi fellow zoho users, I'm wondering if anyone else has a similar issue to me? I only have some products batch tracked (items with shelf life expiry dates) but I am trying to setup bin locations for my entire inventory so we can do stock counting easier.
Kill zoho meeting
Saying the quiet part out loud. Can zoho please just give up on the idea that they can make a meeting platform and just make our workplace licenses cheaper when you remove it so people can switch to zoom or teams. Tired of the excuses, you guys cant make
Utilisation de Zoho en conformité avec l’article 286 du Code général des impôts (CGI)
Cher(e) client(e), Conformément à l’article 286 du Code général des impôts (CGI) impose aux entreprises assujetties à la TVA d’utiliser des systèmes de caisse ou de gestion commerciale certifiés lorsqu’elles enregistrent des ventes à des particuliers.
Unable to Create Task as a Support Administrator
Hello! I want to ask for help regarding creating tasks within the tickets. I am by default the Support Admin. I should be able to create tasks or activities right? But there's a prompt that I need to contact the Administrator. See photos for reference.
Introducing Forms in Zoho Sheet
We hereby bring you the power of forms in Zoho Sheet. Now, build and create your own customized forms using Zoho Sheet. Be it compiling a questionnaire or rolling out a survey, Zoho Sheet can do it all for you. Forms is an excellent feature that helps you collect information in the simplest of ways and having it in Zoho Sheet takes it a notch higher. Build Simple yet Powerful forms Building forms using Zoho Sheet is fairly simple. The exclusive 'Form' tab lets you create one quickly. Whether you
Layout one survey question in a time & redirect next Page based on previous response
I have doubt while, I am scripting survey on the Zoho where I redirecting to next page based on my previous response but didn’t get success on this. Please help me on this and tell me how I layout one survey questions in a time when I submit response
Zoho Bookings form pre-filled with Zoho Forms in
Hi, I've got a contact page on my website and I'd like to have the option to book an appointment (redirected to zoho bookings page) after an option is submitted on the contact form. how would I go about doing this? thanks
Next Page