Simplify Zoho API integration with Deluge’s invokeAPI task

Simplify Zoho API integration with Deluge’s invokeAPI task

Hello all!

Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. 

While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction of our new invokeAPI task. The new task has been launched with the aim to streamline the process of connecting with Zoho’s extensive suite of services. Unlike the invokeURL task, where you need to provide the complete URL, with invokeAPI, you only need to specify the path. The system will automatically fetch the domain based on the respective Zoho service’s data center, ensuring seamless access across all data centers when making API calls.

This capability of the invokeAPI task is especially useful when working with multiple Zoho services across different data centers. This streamlines the development process by eliminating the need to manually specify the base domain for each service, saving you a lot of time and effort.

What is invokeAPI?

The invokeAPI task in Deluge allows you to make REST API calls to access and modify data in one Zoho service from another Zoho service. 

The invokeAPI task can be used across all Zoho services that support Deluge. However, it's currently limited to performing integrations with specific Zoho services. These include Zoho CRM, Zoho Books, Zoho Invoice, Zoho Billing, Zoho Inventory, Zoho Bookings, Zoho Cliq, and Zoho Creator.

We’re excited to share that plans are underway to extend this capability to even more services across the Zoho ecosystem!

Key benefits

The main objective of the invokeAPI task is to simplify API integrations within the Zoho ecosystem. Here are its key benefits:
  • URL requirements: You no longer need to specify the full URL; simply provide the API path.
  • Domain detection: The domain is automatically determined based on the Zoho service you’re interacting with (e.g., Zoho CRM, Zoho Books) and its corresponding data center. This ensures accurate routing of API calls regardless of the hosting data center. Further, it reduces the risk of errors associated with incorrect URLs or misconfigured endpoints.
  • Enhanced response handling: The response object includes the header and status attributes by default. This enables you to branch logic based on the status code and utilize header values effectively. For example, when the status code is 301, the redirection URL is included in the header. Further, we’re working on supporting the redirection attribute by default in future updates.
Some additional capabilities that set the invokeAPI task apart include:
  • Support for body parameters in GET and DELETE methods: Unlike the invokeURL task, which only supports query strings for DELETE requests, the invokeAPI task allows you to pass values in the request body for GET and DELETE operations.
  • This task also provides the flexibility to customize each parameter in your API request. For instance, you can set parameters such as the name, content type, and encoding type to tailor the requests to your specific needs. 

How it works

When you use the invokeAPI task, you simply need to specify the service and the path to the API endpoint. 

Here’s the basic syntax:
Quote
response = invokeapi
[
  service: <service_name>
  path: <path_value>
  type: <type_value>
  parameters: <parameters_value>
  body: <body_value>
  headers: <headers_value>
  connection: <connection_name>
  response-format: <response_format_value>
  response-decoding: <encoding_format_value>
];

Example: Creating a lead in Zoho CRM
Assume that you want to create a new lead in Zoho CRM. In the invokeAPI task, you only need to provide the service (crm) and the path (/crm/v2/Leads). 
Quote
data = {"data": [{"Last_Name": "Doe", "First_Name": "John", "Email": "john.doe@example.com", "Company": "ABC Corp"}]};
response = invokeapi
[
  service: zohocrm
  path: "/crm/v7/Leads"
  type: POST
  body: data.tostring()
  headers: {"Content-Type": "application/json"}
  response-format: COLLECTION
  response-decoding: "UTF-8"
  connection: "<connection_name>"
];
info response;
In this example:
  • service: We specify the Zoho CRM service (zohocrm).
  • path: This is the API endpoint path for creating leads (/crm/v7/Leads).
  • type: The HTTP method is POST because we're creating a new lead.
  • body: This is the data sent in the request body (the lead information).
  • headers: We specify that the request body is in JSON format.
  • response-format: We expect the response to be in COLLECTION format.
  • response-decoding: The response will be decoded using UTF-8 encoding.
  • connection: This is the TEXT that represents the name of the connection.

Use cases for invokeAPI

Here are some popular use cases of how the invokeAPI task can be utilized:
  • Sync leads between Zoho CRM and Zoho Projects: Automatically create a new project in Zoho Projects when a new lead is added to Zoho CRM.
  • Automate invoices in Zoho Books: When a deal is closed in Zoho CRM, automatically generate an invoice in Zoho Books.
  • Customer support automation: When a new support ticket is created in Zoho Desk, use invokeAPI to create corresponding tasks or issues in Zoho Projects or Zoho CRM.
  • Cross-app data synchronization: Easily synchronize customer data between Zoho CRM, Zoho Books, Zoho Desk, and Zoho Projects to ensure consistency across your applications.
Note: These are just examples—rest assured that a wide range of actions can be performed using this task.

Documentation

We've also come up with comprehensive documentation for this task, and you can take a look at it by visiting the invokeAPI Task help doc.

We believe the all-new invokeAPI Deluge task will be a game-changer for users aiming to integrate seamlessly across multiple Zoho apps. This feature is especially beneficial for teams working with multiple Zoho applications or the Zoho One bundle.

As we wrap up, we want to let you know that we are committed to expanding the capabilities of Deluge, and we’re working hard to bring even more features your way. Stay tuned for exciting updates!

If you need any assistance, don’t hesitate to reach out to us. We’re always happy to help.

Regards,
The Deluge Team

    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • 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",


                                                            Manage your brands on social media



                                                                  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

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Charge multiple invoices

                                                                                                                We use auto-charge/recurring invoicing for 100's of clients. If we create a single manual invoice we can charge it to the credit card for these clients with the CC added to their recurring invoices. If a client has multiple outstanding invoices, is there a way to make one charge for all of the invoices instead of a separate charge to the cc for each invoice?
                                                                                                              • Handling/tracking escalation management in Zoho

                                                                                                                Hi all, I am working on finding a tool to register and track our escalation management process. Specifically, this is about client escalations, typically related to project delivery issues. The idea is that we could have some sort of form with core questions
                                                                                                              • Global Choice List share ownership

                                                                                                                I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. Geoff
                                                                                                              • Setting up property management in Zoho Books

                                                                                                                Hi, I run a property management business that manages property complexes. There are multiple owners, some owning more than one property on the same complex. My role is to manage the fees they pay for maintenance of common areas, such as the swimming pool
                                                                                                              • How to prevent users from switching price lists in an order?

                                                                                                                Hi, I have Zoho Finance integrated with Zoho CRM. My team will be placing orders through the CRM using the Finance module. When creating a new customer I will assign it a price list, I don't want the sales rep to switch to a different Price List, other
                                                                                                              • Unable to Change Display Name for my outlook mail ID

                                                                                                                Hello, I recently added my personal outlook mail to Zohomail (in the web interface) using POP3 options. I tried to change the display name of the outlook account, but it changes for a brief moment and reverts back to the old name. Kindly help me with
                                                                                                              • Mollie Connect in Zoho Books

                                                                                                                Have noticed that Zoho Books is missing the most popular payment provider in Europe: Mollie. Knowing that Mollie has a solid Java SDK, why is this not yet implemented in Zoho Books for European customers?  More info: https://docs.mollie.com/oauth/ov
                                                                                                              • Unable to change Lookup field from Multi Select to Single Select

                                                                                                                I am trying to change a Lookup field in my Zoho Creator form from Multi Select to Single Select, but I am unable to find any option to do this.
                                                                                                              • Simple Callback Notifications Needed

                                                                                                                My team are terrible at remembering their CRM callbacks, often due to how long in the future they are set for. Is there a way i can set an e-mail notification for when a callback is due? For example we set it for 9am one day and five minutes before they
                                                                                                              • Personal Data (RODO), Cookies / Trackers - ePrivacy

                                                                                                                I have noticed several issues that should be addressed on the customer support page. Zoho Desk provides the support portal, but it currently lacks the following options: A GDPR and personal data processing consent checkbox before logging in, located in
                                                                                                              • How to set a multi-lookup field as mandatory?

                                                                                                              • Allow Multiple Scheduled Appointments with Zoho Support

                                                                                                                Dear Zoho Team, I hope you're doing well. First, thank you for introducing the option to schedule support calls via the Zoho CRM booking link. This has been a fantastic enhancement, eliminating the need for back-and-forth coordination when scheduling
                                                                                                              • Audit Log for Zoho One Admin Panel

                                                                                                                Dear Zoho One Team, We would like to request the addition of an Audit Log feature in the Zoho One Admin Panel. This log should provide visibility into any changes made within the Zoho One admin panel and directory, including but not limited to: Adding,
                                                                                                              • Bug: OAuth 2.0 State Parameter fails with Pipe Delimiters (RFC 6749 Non-Compliance)

                                                                                                                I've discovered a bug in how Zoho's API Console handles the OAuth 2.0 authorization flow when the state parameter contains pipe characters (|), and I'm hoping the Zoho team can address this in a future update. The Issue Zoho's OAuth 2.0 implementation
                                                                                                              • Custom Function to increment a value by one

                                                                                                                Hi, I'm trying to find a solution to set up a counter on CRM records that tracks how many times certain actions have taken place. As a specific example: We have a field on Deals called "Times Close Updated". This starts at 0 on record creation. I'd like
                                                                                                              • Access token generate from the refresh token not working for API

                                                                                                                Dear Sir/Madam, When I use my refresh token to obtain new access_token, that token return INVALID_TOKEN when the same API is called. I made sure that my api site is correct and match the auth web site. However the original access_token work fine.
                                                                                                              • why does my campaign move back to draft?

                                                                                                                Every time I try to send my email campaign, it reverts back to Draft status.. this has happened three times in a row..how do i find out what the problem is? Thanks
                                                                                                              • Service and Parts Line Item Limitations

                                                                                                                Hi FSM Team, We work with clients who deliver large-scale field service projects. In many cases, a single work order can contain 200+ service and parts line items. Currently, Zoho FSM limits work orders to 30 service and parts line items. While this works
                                                                                                              • 【Zoho CRM】やりとりの要約機能リリースのお知らせ

                                                                                                                ユーザーの皆さま、こんにちは。コミュニティチームの藤澤です。 今回は「Zoho CRM アップデート情報」の中から、新機能のやりとり要約機能をご紹介します。 Zoho CRMのやりとりの要約は、Ziaが生成する機能で、データに関連付けられた最近のやりとりを簡潔にまとめて提供します。 メール、通話、ミーティング、メモなどを1つの明確な要約にまとめ、重要なポイント、過去の話し合いの要点、結果、次のステップを表示することで、日常的な課題に対処します。 Ziaの強みは、単なる要約にとどまらず、内容の解釈も行える点です。やりとりの要約では、顧客との会話に潜む遅延、フォローアップ漏れ、約束、期限、感情、意図を特定します。
                                                                                                              • Recent post analytics not very useful

                                                                                                                Hi, I'm enjoying some aspects of the Zoho Social. like being able to schedule posts to multiple channels. However, the recent posts analytics is disappointing. For example, I put up a reel on Instagram and Facebook yesterday. Instagram insights shows
                                                                                                              • What happens to the files created by user, whose account is deleted.

                                                                                                                Hello, I created a folder in the My folders names "Quote" I shared the same with my colleague. She created some files and folders in that folder over the period of 1 and half year. Now she left company, and I deleted her account from Zoho. What happens
                                                                                                              • Internal Error When Accessing Team Inbox.

                                                                                                                All our users are seeing this error in teaminbox. Because its a critical tool kindly resolve this issue ASAP.
                                                                                                              • Sharing URLs and direct access

                                                                                                                Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly
                                                                                                              • Zoho Mail Android app update: Calendar enhancements

                                                                                                                Hello everyone! In the most recent version of the Zoho Mail Android app update, we have introduced various new enhancements for the calendar module. Let's explore what's new. Drag and drop events to update the date and time We have enhanced the calendar
                                                                                                              • Enhance Delay Configuration in Zoho Flow

                                                                                                                Dear Zoho Flow Support Team, We are writing to request an improvement to the delay configuration process within Zoho Flow. Currently, users are required to manually enter the exact delay duration (e.g., "2 days") in the delay block. This can be time-consuming
                                                                                                              • Contratação ProdutivosX

                                                                                                                Bem-vindo(a) ao processo de contratação da ProdutivosX. Este formulário tem como objetivo coletar informações essenciais para análise de perfil profissional, alinhamento de competências e possível integração ao equipamento ProdutivosX. A ProdutivosX é
                                                                                                              • Enhance Sign CRM integration

                                                                                                                Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
                                                                                                              • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

                                                                                                                Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
                                                                                                              • Email Field Validation Incorrectly Rejects RFC-Compliant Addresses (Forward Slashes)

                                                                                                                I've encountered a validation issue with Zoho Creator's Email field that rejects RFC-compliant email addresses containing forward slashes, and I'm hoping the Zoho team can address this in a future update. The Issue When entering an email address containing
                                                                                                              • Plug Sample #15 - Enable Human-Like, Contextual Interactions in SalesIQ with Zia Agents

                                                                                                                Zia Agents are conversational AI assistants designed to understand user intent and respond intelligently, helping businesses automate conversations and offer personalized support at scale. While Zia Agents are yet to be publicly released, access is currently
                                                                                                              • Best way to schedule bill payments to vendors

                                                                                                                I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have
                                                                                                              • Seamless Round-Trip Navigation for Related Blocks (Detail View)

                                                                                                                As highlighted previously in this post (and here, here, here, and here), we still lack a fundamental capability for seamless navigation in Related Blocks. The popup that appears when adding a related record doesn't exist for viewing/editing existing records,
                                                                                                              • Social Profile Logo Format

                                                                                                                Hello, I'm using Zoho Sites and am attempting to add a couple of social media accounts to my profile that aren't included in the default platforms that are available. What format is the logo required to be in? I have tried .png and .jpg with no success.
                                                                                                              • How to create Sepa Direct Debit XML file: solution and code

                                                                                                                Even though Books provides a payment integration for Stripe and Gocardless (in Europe) there are customers that want to use the Sepa services of their own bank. Mainly because Stripe and Gocardless are quite expensive. In that case they would need a Sepa
                                                                                                              • Traditional Spreadsheet vs Zoho Tables

                                                                                                                Hello everyone, This article explains the differences between Spreadsheet applications and no-code databases, such as Zoho Tables. While both tools belong to the "grid" family, the core difference lies in their purpose. A spreadsheet (such as Zoho Sheet,
                                                                                                              • RFQ MODEL

                                                                                                                A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
                                                                                                              • Delegate Access - Mobile iOS/iPad

                                                                                                                We’re over the moon that delegate access is now available in Zoho Mail as we were nearly ready to switch platforms because of it! Is there a timeline on when delegate mailboxes will be accessible from the iOS and iPad OS applications? Thanks, Jake
                                                                                                              • Request For Quotation (RFQ) module

                                                                                                                Hello, Do you have any plans to implement a RFQ module in to ZOHO Inventory? I would like to chose items that I require a price for, select a number of different suppliers to e-mail and have them submit there pricing online. I would then like to see a
                                                                                                              • Support for Developing Zoho Recruit Extensions via Zoho Sigma

                                                                                                                Hi, I’m interested in building an extension for Zoho Recruit using Zoho Sigma. However, when I navigate to Sigma and attempt to create a new extension (via the "New Extension" option), Zoho Recruit does not appear as a listed service—only options like
                                                                                                              • FOLDER DISAPPEARED

                                                                                                                Hello Zoho Community. I recently found a problem with no explanation: a folder in Zoho Analytics just disappeared, but the tables and SQL sentences still existed, the folder was not deleted. The solution for me in this case was to create a new folder,
                                                                                                              • Next Page