Microsoft connectors | Zoho Creator Help

Microsoft connectors

Overview

Zoho Creator provides built-in connectors for various popular Microsoft services, enabling seamless integration between your Creator applications and Microsoft’s tools. These connectors help you automate workflows, sync data, and perform various actions from within Zoho Creator.

The different connectors supported for Microsoft services are: 
  1. Microsoft Excel
  2. Microsoft OneDrive
  3. Microsoft OneNote
  4. Microsoft To Do
  5. Microsoft Outlook
These connectors operate in a bring your own credentials (BYOC) mode, meaning you'll need to provide your own credentials (client ID and client secret) to authorize and establish the connection.

Meta information

Connector
Microsoft Excel, Microsoft OneDrive, Microsoft OneNote, Microsoft To Do, and Microsoft Outlook
Authentication type
OAuth 2.0
Data centers
US, IN, EU, AU, CN, CA, SA, JP, and UAE
Applicable for 
C5, C6
Website
Privacy policy
API documentation

Setting up Microsoft connectors

To use any of the built-in Microsoft connectors in Zoho Creator, you need to configure OAuth 2.0 credentials via the Microsoft Azure portal. This allows secure communication between your Microsoft account and Zoho Creator. Follow these steps to generate your client ID and client secret:
  1. Go to the Microsoft Azure portal and sign in with your Microsoft account.
  2. Next, you need to register a new application by navigating to Azure services > App registrations.
  3. Click New registration, then provide a name for your app. Under Supported account types, choose Accounts in any organizational directory and personal Microsoft accounts, which is the recommended option for most use cases. Under the Redirect URL section, select Web as the platform, and then add the Zoho Creator redirect URL: https://creator.zoho.com/integration/oauth/callback.
    Note: The redirect URI will vary based on your data center (DC). For example, users in the EU DC should use creator.zoho.eu. Learn more about Creator URL patterns here.

    Click Register.
  4. Once the app is registered, copy the Application ID. This will be used as your client ID in Zoho Creator.

  5. To generate the client secret, navigate to the Certificates and secrets section within your app registration page. Under Client secrets, click New client secret, then provide a description and select an expiry period.

  6. Click Add to create it, and make sure to copy the Value immediately, as this is your client secret and will not be visible again.

  7. To configure API permissions, go to the API permissions section and click Add a permission.

    Select the relevant Microsoft service, such as Microsoft Graph, and add the necessary delegated permissions based on the connector you're using (for example, Mail.Read or Files.ReadWrite).



  8. Once the permissions are added, click Grant admin consent to ensure they take effect.
Creating a Microsoft connector in Zoho Creator
  1. Navigate to Microservices in the left pane and click + Create New. Then click Pick & Create next to Connections. 

  2. The list of built-in connectors will be displayed. Select the connector of the required Microsoft service to create a connection.
  3. Make the required customizations in the Add connection pane and click Create And Authorize

  4. Next, the Link Account popup will be displayed requesting the Client ID and Client Secret. Paste the values copied from steps 4 & 6 in the previous section.
     
  5. Click Authorize and you'll be redirected to Microsoft's authorization page.
  6. Enter your authorization credentials and accept the access permissions. After successful authorization, the connection is ready to be used in your applications.

Where this connector can be used

Deluge

All actions supported through this connector can be performed using Deluge workflows:
Method
Description
invokeURL
The Deluge invokeURL task can be used to access the Microsoft APIs for the supported actions.

For complete information on the APIs, visit the Microsoft API page.

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