1. What does this page cover

3. Configuring System Integrations in Creator

3.1 See How To Configure

• Zoho Checkout
  

• Zoho Analytics and Cloud functions

• ZeptoMail Analytics

• Zia

• Zoho Mail360
  

• Zoho Apptics
  

• Qntrl

1. Navigate to Operations under MANAGE
   and click System Integrations. You will be able to view the list of System Integration services.
   

2. Click the Zoho Checkout card or the Configure button on the card. On clicking the card or the button, a popup will appear. You can choose to associate your Creator account with an existing organization mapped under Checkout or create a new one.
   

• You can choose an existing organization from the dropdown and click Configure.
  
  Note: Only free plans and Zoho One plans will be eligible for association. 

3. On clicking the Create Organization button, you will be take to a Configuration page. Choose the country from which you want to operate the payment gateway which in turn would be used in your payment workflows and are powered by Checkout. Click Configure. 
   

   Note: Selecting a country, such as India or the United Arab Emirates, requires you to specify the corresponding state as well.
   

4. Once the service authorization process is completed, you can easily create payment workflows to make online payment transactions in your application. Click View on Checkout, to be taken to Zoho Checkout's service page.

   Note: When Zoho Checkout is configured from Zoho Creator, a separate organization is created in Zoho Checkout for the respective Creator account. The organization is automatically assigned the Integration combo plan.

3.3 Steps to configure integrations with Zoho Analytics and Cloud functions

The following are the steps to configure Zoho Analytics and Cloud functions:  

1. Navigate to Operations under MANAGE
   and click System Integrations. You will be able to view the list of System Integration services. Click the card of the service you want to choose.
   

2. Click Configure under the Configurations tab and you can using of the features associated with the service.
   

The following are the steps for configuring system integration for ZeptoMail Analytics: 

1. Navigate to Operations under MANAGE
   and click System Integrations. You will be able to view the list of System Integration services. Click the Configure button on the ZeptoMail card.
   
2. Click Configure ZeptoMail to start the association between ZeptoMail and Creator. Creator verifies whether the email address of the super admin is associated with a ZeptoMail account.
   
3. After the verification from Creator, follow one of the below steps as applicable:
   

4. Review the mail agent details for your account and click Continue.
   
Note: To enhance email organization and grouping of emails, Mail Agents are used. As part of the account association process, a new Mail agent called 'Creator Default' will automatically be assigned as the default option. However, if necessary, this default setting can be modified once the integration is successfully finalized from Email Analytics under Email Management.  

7. Once you set up a Mail agent, the next step is to Verify Domains in ZeptoMail. Click the Proceed button.

   

   Note: Ensure that all the domains added in the Domain Authentication tab of your Creator account are verified in your ZeptoMail account and then proceed. Learn more
   

   
8. Upon clicking Finish, ZeptoMail credits will be provided based on the plan on a monthly basis. Once the association is completed, you can view the analytics by clicking the View on ZeptoMail button in the page.
   
   
   

From here, you can do the following:

• Email tracking: Enable email tracking to monitor open rates, click-through rates, and other recipient activities for your emails.
• Processed emails: Access logs of processed emails to track and monitor their delivery status and other relevant information.
• Webhooks: Utilize webhooks to receive real-time notifications and data updates for your email activities.
• Bounce addresses: Set up custom bounce addresses to handle bounced emails more effectively.
  

By default, the AI fields will be configured in your account.

3.6 Steps to configure integrations with Zoho Mail360

1. Navigate to Operations under MANAGE and click System Integrations. List of system integration services will be listed.
   
   
2. Click the Zoho Mail360 card, or click Configure.
   
   
3. Click Configure under the Configuration tab to set up the mailbox and configure it. You will be taken to the Mail360 mailbox creation page.
   
   
   
4. Provide the mailbox name and click Configure to complete the setup.
   

Info: The Enable button will be disabled until the acknowledgment checkbox is ticked.

3.8 Steps to configure integration with Qntrl

1. Navigate to Operations under MANAGE and click System Integrations. You will be able to view the list of available services. Click the Qntrl card.
   

2. Click Configure to set up Qntrl.
   

Once configured, Qntrl enables secure communication between Zoho Creator and services or databases hosted within your internal network through a Databridge.

Note: After configuring Qntrl, navigate to Operations > Databridge to download, install, and activate a Databridge on the machine that has access to your internal services. Learn more about configuring databridge.

3.9 Steps to configure integration with Zoho Creator SMS

Zoho Creator SMS enables businesses to trigger OTPs and SMS notifications to portal users ensuring secure authentication and timely communication. Before you begin, learn about Zoho Creator SMS.

Mobile-based portal users configuration flow

To enable mobile number sign-in for portal users, complete the following steps in order:

1. Explore System Integrations and configure the Zoho Creator SMS integration.
2. Purchase SMS credits to enable SMS delivery.
3. Learn about SMS templates and configure SMS templates for each notification type.
4. Learn about SMS notifications and configure SMS notifications by assigning templates to your portals.
5. Learn about portal authentication types and configure your portal with mobile-based authentication.
6. Learn about portal users and add portal users using their mobile number.
   

The configuration differs based on your data center:

1. IN data center

Zoho Creator SMS configuration in IN data center

To configure Zoho Creator SMS integration for the IN data center:

1. Navigate to Operations under MANAGE in the left pane on the Creator homepage.
   
2. Click System Integration under Applications and click Configure within Zoho Creator SMS to open the detailed view page.
   
   
3. Click View details to read the terms and conditions to integrate with Zoho Creator SMS. Then tick the acknowledge checkbox and click Configure.
   
   

Note: Zoho Creator SMS is powered by a third-party SMS platform. The provider will have access to your SMS content and recipient phone numbers to deliver SMS functionality.

4. Select your Country of registration, enter your Brand Name, select the State/Region, and provide the City, Street, and Postal Code/ZIP Code details.
   
   
5. Click Next.
   

5. Enter the following details retrieved from your DLT portal:

1. Sender ID Info: Enter the registered DLT header for transactional SMS.
2. PEID: Enter the 19-digit entity ID from your DLT portal.
3. Entity Name: Enter the name registered in DLT.
4. Sender Unique ID: Enter the header ID provided by DLT.
5. Chain ID 1 and Chain ID 2: Enter the chain identifiers associated with your DLT registration.
6. DLT Provider: Select the telecom provider used for sender ID registration.

For more information, visit TRAI's website.

6. Click Save to complete the system integration configuration.
   
   

Zoho Creator SMS is now configured. To send SMS notifications in portals, proceed to buy SMS credits and set up SMS templates.

SMS Credits

Note: Only Super Admins can buy and manage SMS Credits

To send SMS notifications using Zoho Creator SMS integration, you must purchase and maintain sufficient SMS credits in your Zoho Creator account. Notifications are only delivered when your balance is sufficient. When your credit balance falls below a set threshold, Zoho Creator sends you an email alert. Within the Credit Details tab in the Zoho Creator SMS system integration, you can view your available credit balance, analyze credit usage over time, buy credits, set up auto-recharge, and view your credit purchase history.

To buy credits:

1. Click Operations under MANAGE in the left pane of the Creator homepage.
2. Click System Integration under Applications and click Configure within Zoho Creator SMS to open the detailed view page.
   
   
3. Select the Credit Details tab and click Buy Credits.
   
   
4. Enter the required value in the No. of Credits field and click Make Payment. You will be directed to complete the payment.
   
   

Note: One credit allows you to send up to 500 SMS messages.

Upon successful payment, the SMS credits will be reflected in your account and can be used for sending SMS notifications.

To set up auto-pay:

1. Click Operations under MANAGE in the left pane of Creator homepage.
2. Click System Integration under Applications and click Configure within Zoho Creator SMS to open the detailed view page.
   
   
3. Select the Credit Details tab and click the meatball menu (three dots).
   
   
4. Select Auto Recharge to set up automatic credit recharge.
   
   
5. Switch the Enable Auto Recharge toggle and enter values in the Minimum credit balance to be maintained and the No. of Credits to be added when credit balance goes below minimum fields. Credits will be automatically recharged whenever the balance falls below the configured minimum limit.
   
   

The configured number of SMS credits will be automatically added whenever the available credit balance falls below the specified minimum limit.

To view credit purchase history:

1. Click Operations under MANAGE in the left pane of the Creator homepage.
2. Click System Integration under Applications and click Configure within Zoho Creator SMS to open the detailed view page.
   
   

3. Select the Credit Details tab and click the meatball menu (three dots).
   
   
4. Select Credit Purchase History to view the list of credit purchases made from your organization, along with the purchase date and the email address of the super admin who initiated each transaction.
   

Credits reflect in your account immediately after purchase and are deducted as SMS notifications are sent.

4. Removing System Integrations

To remove the system integration configuration:

1. Navigate to Operations under MANAGE
   and click System Integrations. List of system integration services will be listed. Select the card of the service you want to remove.
   

2. Click the horizontal ellipsis on the right hand side of the page.
   

3. Click Remove Integration. This will remove the integration of the service with your applications.

1. For Zoho Checkout, you can review all payment workflows, both enabled and disabled, before removing the integration. Removing the integration will disable any currently enabled payment workflows and make them non-functional until the integration is configured again.
   

2. When removing the integration with Zeptomail,

1. all the emails will be reverted to daily limits based on the Creator subscription plan

2. tracking emails, bounce address, and logs of emails will not be available

3. all the domains that were verified earlier will be removed

3. When removing the integration with Mail360,

1. all your existing form emails will be deleted

2. the mailbox associated with those emails will also be remove.