This help page is for users in Creator 6. If you are in the older version (Creator 5), click here. Know your Creator version

What Does This Page Cover?

Overview

Connections in Zoho Creator

1. Datasources
2. SMS actions
3. Payment workflow
4. Push data to a third-party service using the integrations action in form workflow
5. Deluge's integration task
6. Deluge's invokeUrl task
7. Page panels
   

1. System connection
2. Admin connection 
3. Logged-in user connection
   

System Connection

1. To push data to a different Zoho service using the integrations actions in form workflows
2. Integrations in the page panels for displaying the data from other services
3. Deluge integration tasks in the absence of the optional connection parameter. In other words, when you create an integration task, it generally requires you to specify the connection parameter. If the connection parameter is optional and left unspecified, the system automatically generates a system connection for the specified service.
   

Admin Connection

Note:

1. Ideally, the administrator can create more than one connection for the same service. However, for payment services like Paypal, Razorpay, or WorldPay, the system allows for only one connection per service. Additionally, it's important to note that all built-in payment connectors only supports admin connections, limiting the authorization capabilities to administrators.
2. The availability of payment services differs based on your country/region. Click here to view the payment services that are applicable to your region.

Logged-in User Connection

1. Quickbooks
2. Salesforce
3. Zoho CRM
4. Zoho Recruit
5. Clickatell
6. Hoiio
7. Clockwork SMS
8. SMS-Magic
9. Twilio
10. Zoho OAuth
11. Zoho Projects
12. Zoho Sheets
    

Note: Portal users and shared users can also authorize the logged-in user connections directly from the live mode of the application. Click here to know more about accessing connection in live mode of the application.

Use Cases 

1. In your organization's hiring process, you utilize Zoho Recruit, a cloud-based hiring platform, along with an employee recruitment Creator application. The Creator application collects candidate data, allowing them to fill in their details and apply for job openings, while Zoho Recruit helps streamline the overall recruitment process. Using integration actions in the form workflow, the collected data such as First Name, Last Name, and Email can be automatically pushed to the Candidates module in your Zoho Recruit account. The system generates a Zoho Recruit system connection, which the super admin can authorize to enable data transfer from Zoho Creator to Zoho Recruit. This integration enhances efficiency and facilitates seamless synchronization of candidate data between the two platforms.
2. Consider a customer support Creator application where the user raises support tickets or files a request for support in your organization. The customer data is stored in your Salesforce account. To enhance the user experience, you can establish an admin connection with Salesforce. When a user logs in to raise a support ticket, the application can fetch the customer's data from the Salesforce account by matching their email. This allows for auto-population of the user's data wherever necessary within the application. By establishing this admin connection with Salesforce, you ensure seamless access to customer information and improve support ticket management.
3. Consider a task management application where team members collaborate on work items. To enhance communication and keep everyone updated, you can establish a logged-in user connection with Zoho Cliq account through the Zoho OAuth connector. With this integration, whenever a task is completed or sent for team's review, an automated notification message will be posted in the designated Zoho Cliq team group from the task owner's Zoho Cliq account.

Navigation Guide to Connections

Points to Note

1. Connections can be created only by super admin, admins, and developers.
2. System connections can only be authorized by super admin.
3. Logged-in user connections can only be created in C6.
4. For creating datasources and schedulers using logged-in user connections, the primary account is required to channelize integrated services through a single account.
5. Datasource can be only created if the associated connection has same authorization for all the environment and primary authorization linked.
   

Limitations

Related links

1. Create and Authorize Connection
2. Manage Connections
3. Connection in Live and Edit Mode
4. Understand Connectors