Zoho Connect Integration Blocks for GC
Integration blocks (previously known as System Blocks) simplify the complexities of configuring webhook blocks in GC by offering the same services as reusable blocks. This approach eliminates the need to create webhooks from scratch each time external services are required. Integration blocks make it easier to build and manage conversational flows effectively.
Why Use Integration Blocks
- Avoid the hassle of repeatedly creating webhooks for every external service interaction.
- Integration blocks can be reused whenever needed, providing consistent and reliable service integration.
- Unlike custom webhooks, these blocks do not require coding knowledge, making them accessible to non-developers.
- As integration blocks are pre-built and ready to use, you can create and manage conversational flows without involving developers.
What is Zoho Connect
Zoho Connect is a cloud-based team collaboration platform designed to streamline communication and project management. It enables teams to share ideas, updates, files, and even host video town halls, helping to eliminate communication silos and keep everyone on the same page.
Key Features of Zoho Connect
- Share updates and announcements with specific groups
- Create and manage tasks with ease using boards and lists
- Facilitate knowledge sharing and discussions within the team
- Organize meetings and gather opinions quickly.
Zoho Connect Integration in GC
By integrating Zoho Connect with GC, you can automate tasks, such as posting updates in group feeds or adding tasks to boards, directly from your conversational flows. This integration enables a seamless exchange of information between GC and Zoho Connect.
Block Name | Function | Mandatory Fields | Use Case |
Post in Group Feed | Creates a post in a specific group feed. | Stream Content | Share updates or announcements directly to group feeds. |
Add Task to Board | Adds a task to a specified task board. | Title, Priority, Position | Assign new tasks to team members for streamlined task management. |
How to Configure Zoho Connect Integration Blocks
All Connect integration blocks follow the same configuration process. The steps for configuring a block are outlined below:
Zoho Connect integration block
To start using the Zoho Connect integration block:
1. Add a Zoho Connect Integration Block in your GC flow.
2. Click Authenticate Now.
3. You will be redirected to Zoho Connect's authorization page.
4. Grant Permissions to allow GC to access your Zoho Connect network.
5. Assign a Block Name.
6. Choose the Network where the action should occur.
7. Add Task to Board block → Select the Board and Section where the task will be created.
8. Post in Group Feed block → Select the Group where the post will be added.
Input Variable Mapping
Input Variable Mapping enables the transfer of user-provided or manually entered data to Zoho Connect, ensuring a relevant response. This is accomplished by mapping flow variables to corresponding Zoho Connect variables.
To configure input variable mapping:
Map the Flow Variables (received as input from the user) to the required Field Variables (Zoho Connect variables)
Alternatively, manual input can be used instead of Flow variables.
To configure a Post in Group Feed block:
- Map a relevant Title for your post to the field variable.
- The main content of your post can be mapped from the user’s input in the conversation or entered manually.
Fields like Stream content are mandatory and must be mapped for the block to function.
Output Variable Mapping
Output variables store the response received from Zoho Connect after performing the action. These variables can be used within the GC flow to confirm the status or display relevant details to the user.
To configure output variable mapping:
- After creating a task, capture the Task ID and Status in output variables.
- Use these variables to display Confirmation Messages.
- Use clear names like connect_post_status for easy reference later.
Save and Deploy
- Click Save after finalizing the details in the block.
- Test the Integration by triggering the block within your flow to verify authentication, input/output mappings, and Zoho Connect actions.
- Deploy the Block to once testing is successful.
Test edge cases (e.g., invalid permissions, missing variables).
Best Practices
- Ensure the authenticated Zoho account has admin/edit rights in the selected network.
- Use output variables to detect and notify users of failures.
- Prefix variables with the block name.
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