Understand Connectors

Note: The existing version of PayPal, PayflowPro, and Payments Pro has been deprecated on 26th September, 2024 and none of the payment transactions will be processed after this date. To ensure uninterrupted payment processing, migrate to the latest version. Learn more

Overview

Connectors allow Zoho Creator applications to communicate with third-party services. It contains the properties required to connect to a particular service and reduces the complexity, thereby, establishing a secure connection.

Let us consider a situation where you must connect with PayPal to create a payment workflow in your application. Conventionally, you must write lines of code describing the required parameters for API calls. As PayPal has OAuth2 authentication, you need to regenerate the access tokens using the refresh token whenever the token expires. This entire process can be automated using a connector.

The connector is configured with the required parameters to create the connection with the service. It regenerates the token automatically when the token expires. Once a connector is created, it can be reused to create multiple connections with that service. It makes the authorization parameters secure, as they will be accessible only to the admins of the Creator account.

In Zoho Creator the connectors are distinguished as:

Built-in Connectors

Zoho Creator includes a set of connectors that have been preconfigured with the Zoho Creator applications. These connectors perform REST operations from the cloud services. As they are preconfigured, they are simple to use and enable you to create a connection quickly.

Note: The connections created using the built-in connectors can be used in Data sources, Deluge scripts in Workflows, and Payment workflows.

List of supported Built-in Connectors

Type of service	Description	Service	Supported areas	Availability across DCs
Type of service	Description	Service	Supported areas	US	EU	AU	IN	CN	JP	CA	SA
Accounting & Invoicing	Create invoices/financial reports in the required accounting service when a workflow is triggered in Zoho Creator.	QuickBooks	Datasources & Workflows	✓	✓	✓	✓	✓	✗	✗	✓
		Expensify	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Books	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Expense	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Invoice	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Billy	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		TaxJar	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
Artificial Intelligence	Leverage AI capabilities within Zoho Creator using the required AI service.	OpenAI	Workflows	✓	✓	✓	✓	✗	✗	✓	✗
CRM & Contact Management	Add and manage customer information in the required CRM service from within Creator.	Salesforce	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✗	✓
		Copper	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Salesmate	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Streak	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho CRM	Datasources	✓	✓	✓	✓	✓	✓	✓	✓
		Google Contacts	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Insightly	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Vtiger	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		EngageBay	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Agile CRM	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Capsule	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Collaboration	Communicate and collaborate with customers via Zoho Creator using the preferred collaborative service.	Zoho Cliq	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		WhatsApp	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Connect	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Telegram	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
Customer Support	Manage and analyze support tickets in the required customer support service from within Creator.	Teamwork Desk	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Assist	Datasources & Workflows	✓	✓	✓	✓	✗	✗	✗	✗
		LiveAgent	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Groove	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Cloud Storage	Store, retrieve, and manage files in your preferred cloud storage service via Zoho Creator.	Google Drive	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
Database Management	Store, manage, and access structured data efficiently in Zoho Creator using the preferred database service.	Airtable	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Email	Send automated emails, manage email templates, and trigger notifications through your preferred email service directly from Zoho Creator.	Outlook	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Human Resource	Manage HR processes in your preferred HR management service directly from Zoho Creator.	Zoho Recruit	Datasources	✓	✓	✓	✓	✓	✓	✓	✓
Human Resource		Zoho People	Datasources & Workflows	✓	✓	✓	✓	✗	✓	✓	✓
IT Service Management	Automate IT service operations in the preferred ITSM platform through Zoho Creator.	JumpCloud	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Statuspage	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Sentry	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
Notes	Create, update, and organize notes in your preferred notes service directly from Zoho Creator.	OneNotes	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Payment Processing	Accept online payments from customers.	Authorize.Net	Payment workflow	✓	✓	✓	✓	✗	✗	✗	✗
		Forte	Payment workflow	✓	✓	✓	✓	✗	✗	✗	✗
		PayPal	Payment workflow	✓	✓	✓	✓	✗	✗	✗	✗
		PayTabs	Payment workflow	✓	✓	✗	✗	✗	✗	✗	✓
		Razorpay	Payment workflow	✓	✓	✓	✓	✗	✗	✗	✗
		Stripe	Payment workflow	✓	✓	✓	✓	✗	✗	✗	✗
		Paytm	Payment workflow	✓	✓	✗	✗	✗	✗	✗	✗
Project Management & Time Tracking	Add, manage, and track tasks using the supported services from within Creator.	Forecast	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Jira Cloud	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Teamwork Projects	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Toggl Track	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Projects	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Orchestly	Datasources & Workflows	✓	✓	✗	✗	✗	✗	✗	✗
		Zoho BugTracker	Datasources & Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Asana	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		ClickUp	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Monday.com	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Bitbucket	Workflows	✓	✗	✗	✗	✗	✗	✗	✗
		Clockify	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Everhour	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Wrike	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
SMS	Send SMS notifications such as appointment reminders, transaction details, status updates on orders, and device approvals.	Twilio	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Clickatell	Workflows	✓	✓	✓	✓	✓	✗	✓	✓
		Hoiio	Workflows	✓	✓	✓	✓	✓	✗	✓	✓
		ClockworkSMS	Workflows	✓	✓	✓	✓	✓	✗	✓	✓
		SMS-Magic	Workflows	✓	✓	✓	✓	✓	✗	✓	✓
		Kaleyra	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Zoho	Used for secure access to other Zoho applications.	Zoho OAuth	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Sign	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Zoho Voice	Workflows	✓	✓	✗	✗	✗	✗	✗	✗
		Zoho SalesIQ	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Notebook	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Vault	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Learn	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Workerly	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Zoho Mail	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho FSM	Workflows	✓	✓	✓	✓	✗	✗	✓	✓
		Zoho Workdrive	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Sprints	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Catalyst By Zoho	Workflows	✓	✓	✓	✓	✗	✗	✓	✓
		Zoho Tables	Workflows	✓	✗	✗	✓	✗	✗	✓	✗
		Zoho IOT	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Contracts	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Shifts	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Bigin by Zoho CRM	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		TrainerCentral	Wrokflows	✓	✓	✓	✓	✓	✓	✓	✓
Calendars & Scheduling	Track schedules from within Creator.	Lucid Meetings	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Calendar	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Bookings	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Meetings	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Google Calendar	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Acuity Scheduling	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
Documents & Spreadsheets	Add and manage data in document management services from within Creator.	Zoho Sheet	Datasources & Workflows	✓	✓	✓	✓	✗	✗	✗	✗
		Zoho Writer	Workflows	✓	✓	✓	✓	✓	✓	✗	✓
		Box	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Dropbox	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Excel	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Ecommerce	Manage data in ecommerce services from within Creator.	BigCommerce	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Commerce	Datasources & Workflows	✓	✓	✓	✓	✗	✗	✗	✗
		WooCommerce	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		AfterShip	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		ShipStation	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
Event Management	Create and fetch data in event management services by triggering Creator workflows.	Zoho Backstage	Datasources & Workflows	✓	✓	✓	✓	✗	✗	✗	✗
Event Management		Eventbrite	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Inventory Management	Add, manage, and analyze data in inventory management services from within Creator.	EZOfficeInventory	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Marketing Campaigns	Send and get data from campaign services using Zoho Creator workflows.	ActiveCampaign	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		ActiveTrail	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		ConvertKit	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Moosend	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Zoho Campaigns	Datasources & Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		SmartReach	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Dashly	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Klaviyo	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Multimedia	Upload, manage, and integrate images, audio, and video files into preferred multimedia services using Zoho Creator.	Giphy	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
Dashboards & Reports	Incorporate dashboards from supported services in Zoho Creator.	Zoho Analytics	Datasources & Workflows	✓	✓	✓	✓	✗	✗	✗	✗
Subscription Management	Create and manage subscriptions from the Zoho Creator workflows.	Zoho Billings	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Chargebee	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		ChartMogul	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
ERP	Streamline business operations from Zoho Creator using the preferred ERP service for managing resources, inventory, and processes.	SAP OData	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Workday Finance Management	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Workday Human Capital Management	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Netsuite	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Task Management	Manage tasks using your preferred task management service directly from Zoho Creator.	Google Tasks	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Google Tasks	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Microsoft To Do	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
Miscellaneous	Integrate with varied services and features that add significant support to your business needs.	OpenWeather	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		JotForm	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		TinyURL	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Clearout	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Better Proposals	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Apify	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		eSignatures	Workflows	✓	✓	✓	✓	✓	✓	✓	✓
		Splitwise	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		Envoy	Workflows	✓	✓	✓	✓	✗	✓	✓	✓
		EZRentOut	Workflows	✓	✓	✓	✓	✗	✓	✓	✓

Custom Connectors

Note: This feature is only available in C6.

Custom Connector enables you to integrate your Zoho Creator application with other third-party cloud services which are not available in Built-in Connectors. You can configure your own connectors for services with Basic, API Key and OAuth2 authentication.

Once a connector is created and connection is established, you can use it to perform REST operations on the target service from Zoho Creator. For example, to access your Google Drive account using Google's REST APIs, you can create a custom Google connector, establish a connection and connect to it, and use this connection to perform the specified integrations to your connected Google account.

Flow of creating a Custom Connector

Obtain API from the target service

In order to create a custom connector, you need an API to communicate with the target service. These API's can be:

Public - Publicly available on the internet. For example, Slack, Shopify, Dropbox etc.
Private - Visible only to your network to use within an organization or a group.

Describe the API

Once you get the API with the authentication access, you need to describe them to create a custom connector. You can specify the API parameters in the custom connector builder while creating the custom connector.

Secure the Custom Connector

You can use one of these standard authentication methods to secure your connectors.

Basic authentication - This method allows a connection to third-party APIs by authenticating with a username and password.

API key authentication - This method allows a connection to third-party APIs by authenticating with an API key.

OAuth1 authentication - In OAuth1, the user grants permission to access their resources in the third-party applications without sharing their credentials. The Creator application can use an access token provided by the third-party application to access the user's resources. OAuth1 is efficient only for connecting with web-based applications.

OAuth2 authentication - In OAuth2, the user will be redirected to the third-party API's page, where access to protected resources is granted without necessarily revealing the long-term credentials or the identity by exchanging an access token for a request token. OAuth2 consists of scopes that allow Creator applications to request specific permissions from the user and are more compatible with both web and non web-based applications.
Bearer Token - This authentication type allows connecting to third-party APIs by authenticating with a secure bearer token.
AWS - This authentication type allows connecting to AWS services using Signature Version 4 authentication.

Use a Custom Connector in your app

You'll need to create a connection to your API and use that connection in your app to call any operations that you've exposed in your custom connector. Click here to learn how to create connections.

Note: Connections using Custom Connectors should be invoked only using the Deluge invoke URL task, mentioning the respective action API, for any specific scenario/workflow.

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