All Zoho integration tasks to follow only OAuth authentication - We're stopping new Authtokens generation
Hello everyone,
Deluge provides a set of pre-defined integration tasks that allow users to integrate with different Zoho services. These tasks are API driven, i.e., executing these tasks trigger API calls to the respective service's API in the backend. Integration tasks of some services are implemented based on OAuth authentication and the others are based on authentication methods like Authtokens. We are now intending to make the authentication more secure by implementing all the integration tasks to follow only OAuth authentication.
Note: This update is applicable for all services including Zoho Creator.
Integration tasks of the following services currently do not follow OAuth authentication:
- Zoho Books
- Zoho Subscriptions
- Zoho Invoice
- Zoho Inventory
- Zoho Connect
- Zoho Docs
- Zoho Projects
- Zoho Mail
- Zoho Creator V1
- Zoho Calendar
- Zoho Recruit
- Zoho Cliq
- Zoho Analytics
How do we take this forward?
After this update, the existing integration tasks in your Deluge functions will continue to work as expected. And, the new Deluge scripts containing integration tasks will work as expected when:
- The connection is created using Zoho OAuth with appropriate scopes (mentioned in the respective API docs).
- You already have used an integration task that connects to the service you are trying to integrate.
This update will be effective for IN users from September 30th, 2020, EU and CN users from October 30th, 2020, and US users from November 30th, 2020.
Note to extension developers: If your extensions use integration tasks with authtokens, after this update, they may not work as expected for new extension users. However, they'll continue to work as expected for the existing extension users. We recommend you to update your integration tasks scripts to operate with Zoho OAuth connections (with scopes mentioned in their respective API documentation).
Connections Support
1. The following services already support the Connections page with Zoho OAuth as default service.
- Zoho Cliq
- Zoho CRM
- SDP Cloud
- Zoho Connect
- Orchestly
- Zoho Sales IQ
- Zoho Creator
- Zoho Projects
- Zoho Bug Tracker
- Sigma (for extension developers)
2. The following services support the Connections page but currently do not support Zoho OAuth as default service. Instead, these services provide most individual Zoho services as default connectors which use Zoho OAuth in the backend.
Note: We are currently coordinating with the respective service teams to enable the missing Zoho services too (Inventory, Docs, Creator, Recruit, Analytics, and Cliq, to name a few) in the Connections page of the below services at the earliest.
- Zoho Books
- Zoho Invoice
- Zoho Inventory
- Zoho Subscriptions
3. The following services support Deluge custom functions but do not support the Connections page.
Note: We are currently coordinating with the respective service teams to support connections page for all users at the earliest.
- Zoho Flow
- Zoho Desk (Edit: Connections page supported)
- Zoho Mail (Edit: Connections page supported)
- Zoho Sheet
- Zoho Writer
- Zoho Recruit
- Zoho People (Edit: Connections page supported)
Once the connections page is available in all Zoho services that support Deluge custom functions, the connection parameter (last parameter) of all the integration tasks will be made mandatory. This means, all the preceding parameters will also become mandatory eventually.
Note: Your existing integration tasks scripts need not be changed as they will be internally migrated to OAuth. Hence, your existing scripts will continue to work even without supplying values to the connections parameter.
Let us know your questions in the comments or reach us at support@zohodeluge.com.
Access your files securely from anywhere
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Ramya B
Blair Nimmo
Abel Thomas Koshy
Joshua Betty
aeriels
Sticky Posts
Function #41: Sync Associated Subforms!
Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
why my account is private?
when i post on zohodesk see only agent onlyGetting ZOHO Invoice certified in Portugal?
Hello, We are ZOHO partners in Portugal and here, all the invoice software has to be certified by the government and ZOHO Invoice still isn´t certified. Any plans? Btw, we can help on this process, since we have a client that knows how to get the software certified. Thank you.500 Internal Server Error
I have been trying to create my first app in Creator, but have been getting the 500: Internal Server Error. When I used the Create New Application link, it gave me the error after naming the application. After logging out, and back in, the application that I created was in the list, but when I try to open it to start creating my app, it gives me the 500: Internal Server Error. Please help! Also, I tried making my named app public, but I even get the error when trying to do that.Client Script | Update - Client Script Support For Portals
Dear All! We are excited to announce the highly anticipated feature: Client Script support for Portals. We understand that many of you have been eagerly awaiting this enhancement, and we are pleased to inform you that this support is now live for allProfessional Plan not activated after payment
I purchased the Professional Plan for 11 users (Subscription ID: RPEU2000980748325) on 12 September 2025, and the payment has been successfully processed. However, even after more than 24 hours, my CRM account still shows “Upgrade” and behaves like aZoho Books - France
L’équipe de Zoho France reçoit régulièrement des questions sur la conformité de ses applications de finances (Zoho Books/ Zoho Invoice) pour le marché français. Voici quelques points pour clarifier la question : Zoho Books est un logiciel de comptabilitéhow to edit the converted lead records?
so I can fetch the converted leads records using API (COQL), using this endpoint https://www.zohoapis.com/crm/v5/coql and using COQL filter Converted__s=true for some reasons I need to change the value from a field in a converted lead record. When I tryAuto Update Event Field Value on Create/Edit
Hi there, I know this question has been posted multiple times and I've been trying many of the proposed similar scripts for a while now but nothing seems to work... what might I do wrong? The error I receive is this: Value given for the variable 'meetingId'Pre-orders at Zoho Commerce
We plan to have regular producs that are avaliable for purchase now and we plan to have products that will be avaliable in 2-4 weeks. How we can take the pre-orders for these products? We need to take the money for the product now, but the delivery willConstant color of a legend value
It would be nice if we can set a constant color/pattern to a value when creating a chart. We would often use the same value in different graph options and I always have to copy the color that we've set to a certain value from a previous graph to makeZoho Pagesense really this slow??? 5s delay...
I put the pagesense on my website (hosted by webflow and fast) and it caused a 5s delay to load. do other people face similar delays?Payroll and BAS ( Australian tax report format )
Hello , I am evaluating Zoho Books and I find the interface very intuitive and straight forward. My company is currently using Quickbooks Premier the Australian version. Before we can consider moving the service we would need to have the following addressed : 1.Payroll 2.BAS ( business activity statement ) for tax purposes 3.Some form of local backup and possible export of data to a widely accepted format. Regards Codrin MitinProblem with Email an invoice with multiple attachments using API
I have an invoice with 3 attachments. When I send an email manually using the UI, everything works correctly. I receive an email with three attachments. The problem occurs when I try to initiate sending an email using the API. The email comes with onlyPage Layouts for Standard Modules like CRM
For standard modules like quotes, invoices, purchase orders, etc, it would be a great feature to be able to create custom page layouts with custom fields in Zoho Books similar to how you can in Zoho CRM. For example, and my current use case, I have aNon-depreciating fixed asset
Hi! There are non-depreciable fixed assets (e.g. land). It would be very useful to be able to create a new type of fixed asset (within the fixed assets module) with a ‘No depreciation’ depreciation method. There is always the option of recording landFixed asset management
I want to know if there is any individual module for fixed assets managementOne time sale item in billing automatically detects as service
if i have some items which i don't want to add in my "item" list because its sold only for one time. but when i type item name in invoice, it (system) automatically takes it as a service and despite of HSN , it shows SAC code to be entered. if its selectable i.e. either item or service , it would be very helpful and a must have feature.Project template after project creation
How can I apply a project template AFTER the project has been created?convert the project to templet
i have some deployment ME product for different customer , i need to create a fixed template for use it rather then keeping creating this template every timeIs there a notification API when a new note is addeding
Trying to push to Cliq, or email notification when there's a new note added in module. How to implement this?Seriously - Create multiple contacts for leads, (With Company as lead) Zoho CRM
In Zoho CRM, considering a comapny as a lead, you need us to allow addition of more than one contact. Currently the Lead Section is missing "Add contact" feature which is available in "Accounts". When you know that a particular lead can have multipleRelated Module in Sharing Rules
Zoho CRM team recently added the feature to filter records by Related Records It will be really beneficial if we can have this feature for Sharing Rules as wellAssignment Thresholds Resetting After Lead Conversion
Hello everyone, We're facing an issue with Zoho CRM's lead assignment thresholds that makes them unsuitable for our workflow. I'm hoping to find a potential workaround or solution from the community. Here’s our current process: A new lead is created automaticallyVendor Signatures Needed for Purchase Orders
Hello everyone, We have a unique requirement that necessitates that Vendors & Suppliers formally acknowledge our Purchase Orders upon receipt. I was hoping that there would be an option to do so in Zoho Books, but that does not appear to be the case.Zoho CRM Analytics - Allow To Reorder Dashboards
I would like to suggest that you add the ability to reorder dashboards in the Analytics Module. I can see that this has been requested some time ago, the latest 9 years ago. I am not sure if this is a big or small endeavor, but such a small fix can goTerritory view for custom modules?
I have recently activated territories however I can't seem to find how to use territories for custom modules? These modules have territories: Contacts / Accounts / Opportunities These modules don't have territories: Buildings (custom module) andZoho Books - How to Invoke a Custom Function in Schedulers
We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom functionApproval Process Comments
Is it possible to view the comments entered during the approval or rejection of a record in the approval process? If not, is there a way to require a field to be completed upon approval or rejection?Login for test case
Had a few questions regarding authentication test cases and couldn't find an answer in the the docs. 1. If an app like Zoho Creator requires authentication before providing access, do I need to create a login function and add it to each test case? 2.Zoho / Outlook Calendar sync
The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."Please make it easier to Pause syncing
right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.Customer members area
Does FSM support a customer members area? If not what do you propose we use if we want the data used in FSM for customers to give them an area / login to see past orders, create new orders and general announcements.Zoho Books-Accounting on the Go Series!
Dear users, Continuing in the spirit of our 'Function Fridays' series, where we've been sharing custom function scripts to automate your back office operations, we're thrilled to introduce our latest initiative – the 'Zoho Books-Accounting on the Go Series'.Desktop app doesn't support notecards created on Android
Hi, Does anybody have same problem? Some of last notecards created on Android app (v. 6.6) doesn't show in desktop app (v. 3.5.5). I see these note cards but whith they appear with exclamation mark in yellow triangle (see screenshot) and when I try toNotes created in mobile can no longer be accessed in desktop
Working with a 2013 Mac running OS 10.14.6; Desktop Notebook version 4.5.3. Using Motorola Moto G Power 5G - 2024; Android app version 6.7 I have been using Notebook for some years. Starting several weeks ago, the notes newly created ion the phone canFunction #49: Manage varying installment payments using Zoho Books
. Hello everyone, and welcome back to our series! Last week, we discussed automating the collection of fixed installment payments in Zoho Books. But what if your payment structure involves charging varying percentages of the invoice total as installments?Open Sans Font in Zoho Books is not Open Sans.
Font choice in customising PDF Templates is very limited, we cannot upload custom fonts, and to make things worse, the font names are not accurate. I selected Open Sans, and thought the system was bugging, but no, Open Sans is not Open Sans. The realZoho Writer - Option to Export as .zdoc format
I've noticed that it's not possible to export a Zoho Writer Document in the .zdoc format. Isn't zdoc, Zoho Writer's own format? My use case is that I sometimes need to create quite complex documents with floating elements, which sometimes need to becomeIs it possible for contacts to "Re-enter" a workflow in Zoho Campaign?
We are currently working on a way to automatically add users to from one list to other lists based on specific criteria, but can't seem to find a native way of doing this so we are trying to use Workflows to do this. So, for example, if a user's status is set to "Active," then they should be added to the list "Active Users." If the same user's status is then set to "Paused," they should be added to the list "Paused Users" and removed from the list "Active Users." This works fine for the first goBulk upload images and specifications to products
Hi, Many users have asked this over the years and I am also asking the same. Is there any way in which we can bulk upload product (variant) images and product specifications. The current way to upload/select image for every variant is too cumbersome.Next Page