Zoho Analytics Integration | Zoho Flow

Zoho Analytics

What is Zoho Analytics?

Zoho Analytics offers powerful tools for reporting, dashboards, and data integration to help businesses make informed decisions.


How to connect Zoho Analytics to Zoho Flow

  1. Drag and drop the required action in the builder. 
  2. In the configuration window, if there are no other Zoho Analytics connections in your account, click +New. Otherwise, choose one from the drop-down.

    Alternatively, you can create a new connection by navigating to Settings, then clicking Connections. Click Create connection and choose Zoho Analytics.



  3. Enter a connection name and click Authorize.

  4. Enter the credentials of your Zoho Analytics account in the pop-up and click Next.


API documentation

If you experience any Zoho Analytics-related errors in your flows or if you wish to learn more about the Zoho Analytics API, the API documentation can be found here.

Important update

Key improvements

  • With the new version of the integration, you can now access all workspaces, including shared workspaces. In the previous version, you were restricted to using only your own workspaces, as shared workspaces were not supported in Zoho Flow.
  • You can use new actions like Create or update row, Create user group, Add group members, and Remove group members to better meet the use case needs.
  • With the updated Analytics API in the latest integration version, new actions and triggers can be introduced as soon as Zoho Analytics starts supporting them.

 Steps to transition to the latest version

  1. Clone the existing flow that uses the deprecated action.
  2. If the deprecated action is Create row or Fetch row:

    • Open the deprecated action block. This will take you to the new version of the action.
    • You will be prompted to either create a new connection or choose an existing one, if available.
    • You may need to reconfigure the entire action from scratch.
    • To help with reconfiguration, you can refer to the original flow version (the one from which you cloned the new version) for mapping references.

  3. Mappings used in Zoho Analytics actions are backward compatible(remains compatible in upcoming or connected actions). However, it is strongly recommended to update your mappings based on the fields available in the Insert variable section.
  4. If the deprecated action is Update row or any action other than Create row or Fetch row:  
    • Open the deprecated action block. This will direct you to the read-only action mapping builder.
    • Disconnect the deprecated action block from the flow and replace it with the new Update Row action available under Zoho Analytics from the left panel.
    • For field references, you can refer to the original flow version (the one from which you cloned the new version) for the previous action’s mappings.
  5. Since the action block’s variable name has changed, you will need to remap any linked action blocks.
  6. As a workaround, you can replace the new Update row action block’s variable name with the deprecated action block’s variable name. However, it is highly recommended to update the mappings using the fields available in the Insert variable section.
  7. After ensuring all deprecated actions are migrated/replaced with new actions, switch on the new flow and switch off the old one.

Triggers and actions available in Zoho Flow

Triggers

      No triggers, for now.

Actions

  • Add group members: Use this action to add a user to the specified group

 

  • Create or update row: Use this action to create a new record or update the details of an existing record in the selected table

 

  • Create row: Use this action to create a new row in the selected table

 

  • Create slideshow: Use this action to create a slideshow in the specified workspace

 

  • Create user: Use this action to create a new user in the specified organization

 

  • Create user group: Use this action to create a new user group in the specified workspace

 

  • Fetch row: Use this action to fetch the details of an existing row

 

  • Fetch view: Use this action to fetch the details of an existing view

 

  • Move views to folder: Use this action to move a view to the specified folder

 

  • Remove group members: Use this action to remove a user from the specified group

 

  • Share views: Use this action to share a view with the specified users

 

  • Update row: Use this action to update the details of an existing row