Establishing connections with services

Default services

Custom services

Note:

Refer to the official API documentation of third-party applications when configuring these settings, as this will provide the necessary details for authentication and data access.

For more details on creating and configuring custom services, please refer to this guide.

Note:

Always handle sensitive information such as client IDs, client secrets, and API keys securely, and never share them publicly. After configuring and authorizing a custom service, reference it in Deluge scripts and workflow functions by using its unique connection link name, just as you do with default services.

Create a default service connection

Note:

During development, authorize the connection in the Sandbox environment to test integration workflows safely.

Note:

In our use case, we'll use the email address to check whether the newly created contact in Bigin already exists as a customer in Zoho Books.

1. Retrieves the contact details from Bigin by referencing the established connection link name biginandbooksconnection0__booksconnection.
   
2. Searches Zoho Books for an existing contact that matches the email.
   
3. If a matching contact exists, update the contact's phone and contact person details in Zoho Books.
   
4. If the script doesn't find a matching contact, it creates a new contact in Zoho Books with the relevant information.

1. To do this, click Test Your Topping in the upper-right corner of the Developer Console. This action will redirect you to the Bigin sandbox account, where you can create a new contact to test whether the functionalities work properly.
   
2. After creating a new contact in Bigin, navigate to the Customers module in the Sales section of Zoho Books. When you set up the integration correctly, you'll see the newly created contact here, which confirms that Bigin and Zoho Books are synchronizing as expected. This process provides a safe and effective way to validate the workflow before deploying the topping to a production environment.