Migrating V1 APIs configured in Webhook

Migrating V1 APIs configured in Webhook

When you have configured Zoho CRM's V1 APIs—insertRecords and updateRecords (to handle data transfer from one CRM organization to another) as webhook in Automation Rules, you will face difficulties during V2 migration (since V1 APIs use auth token, and V2 APIs use OAuth).

You can handle this in two ways:

• Custom function
  
• Zoho Flow
  

1. Custom Function

Users with Enterprise, Zoho One, CRM Plus, and Ultimate editions can opt for this solution. 

Create a custom function and convert it into a REST API function. While doing so, you will receive a Rest API URL, which can be configured as a webhook in the workflow automation.

Write the custom function logic to perform the desired operations with the input parameters. You can either use invoke URL function to call V2 APIs or integration tasks. 

For further details, refer to our guide.

Note:

While the custom function is created in one CRM organization, the webhook URL received must be configured in another CRM organization which triggers the workflow.

2. Zoho Flow

In Zoho Flow, create a flow with webhook as the starting point. While doing so, you will receive a webhook URL. Add the webhook URL to the "URL to Notify" section in your webhook in Zoho CRM. 

Further, you can add the desired operation as the subsequent step in your Zoho flow. For instance, if the operation is insert lead details, the flow will be:

Note:

While the flow is configured for one CRM organization, the webhook URL received must be configured in another CRM organization which triggers the workflow.

These are the two ways by which you can handle the V2 Migration for webhooks. If you have any further queries, reach us out at support@zohocrm.com.