Enabling Connection for Zoho Forms Org

1. Login into your Zoho Forms account as the Super Admin.
   
2. On the forms listing page, in the left pane under Setup, click Control Panel.
   
   
3. Click Connections under Developer Space.
   
   
4. Click Connect.
   
   
   

Services

1. Default Services: 
   These are pre-configured services. You can easily create a connection using default services and authenticate it using your credentials. 
   
   
2. Custom Services: If your required service is not available in the default services list, you can configure it on your own.
   

1. Click Create Service under Custom Services and provide the following information:
   
   • Service Name: This is the display name of the service that you want to create. Display name can contain up to 50 characters.
   • Service Link Name: Link name of the service to help you to uniquely identify your custom service.
     
     
     Note:  The link name that you provide must satisfy the following conditions:
     

     • It must begin with a lower case letter.
     • It can contain lower case letters, numbers, and underscores (_).
     • It can contain up to 50 characters.
   • Authentication Type: Choose from the following authentication types based on the desired service's API documentation:
     

     Type	Description	Fields
     API Key	This auth type requires you to specify the params for establishing a connection with the desired service. In the next step, you will have to supply values for these params to perform the integration. For example, if you specify authtoken as param, the next step would be to provide your account's auth token to establish a successful connection.	On choosing API Key as authentication type, you need to provide values to the following fields: Actual Parameter:  Name of the key (as specified in the API documentation of the desired service) against which the parameter needs to be sent  Parameter Display Name:  Display name for the parameter. This name will be prompted when you authenticate a connection. Param Type:   This decides how the authentication parameters will be sent along with the URLs specified in the invoke URL scripts. Supported param types: Query string, Form Data, and Header Note: You can add as many parameters as required. Parameter could be any type of key that is required for authentication. Example: api-key, user-key, authtoken, apitoken, etc.
     Basic	This auth type requires you to specify the username and password in the next step. The provided username and password will be automatically encrypted with base64 algorithm and passed as header in the format:  basic <encrypted_username>:<encrypted_password>.	N/A
     OAuth 1	This auth type requires you to specify the required parameters to perform an OAuth 1 authentication.	On choosing OAuth 1 as authentication Type, you need to provide values to the following fields: Consumer Key:  Consumer key that is issued by the service provider Consumer Secret:  Your consumer secret to authorize your application Request Token URL:  URL to fetch the request token as specified in the API documentation of the desired service Authorize URL:  Authorize URL as specified in the API documentation of the desired service Access Token URL:  URL to fetch the access token as specified in the API documentation of the desired service Param Type:  This decides how the authentication parameters will be sent along with the URLs specified in the invoke URL scripts. Supported param types: Query string, Form Data, and Header
     OAuth 2	This auth type requires you to specify the required parameters to perform an OAuth 2 authentication.	On choosing OAuth 2 as authentication Type, you need to provide values to the following fields: Grant type:  Grant type that the desired service uses to perform authorization. You can choose from the supported grant types: Authorization code and client credentials Client Id:  Client ID that is issued by the service provider Client Secret:  Your client secret to authorize your application Authorize URL:  Authorize URL as specified in the API documentation of the desired service Access Token URL:  URL to fetch the access token as specified in the API documentation of the desired service Refresh Token URL:  URL to fetch the request token as specified in the API documentation of the desired service Param Type:  This decides how the authentication parameters will be sent along with the URLs specified in the invoke URL scripts. Supported param types: Query string, and Header. Note:  When registering a Zoho client in the required service's developer console, the callback URL needs to be: US domain:   https://deluge.zoho.com/delugeauth/callback EU domain:   https://dre.zoho.eu/delugeauth/callback CN domain:   https://dre.zoho.com.cn/delugeauth/callback IN domain:   https://deluge.zoho.in/delugeauth/callback AU domain:   https://dre.zoho.com.au/delugeauth/callback JP domain:   https://dre.zoho.jp/delugeauth/callback CA domain:  https://dre.zohocloud.ca/delugeauth/callback

   • Scope (applicable only to OAuth 2 auth type): Scopes required to perform integration as specified in the desired service's API documentation.
     
   • Scope Delimiter (applicable only to OAuth 2 auth type): Delimiter with which the desired service API expects the scopes to be separated.
     
     
     
     

     Note:
     

     • You can select from the supported delimiters: comma, space, and plus. If not specified, comma is assumed as default delimiter.
     • You can choose delimiters only if you provide more than one scope.

• Go to My Connections tab and click Create Connection .
  
• Pick the desired service.
  
• Then provide the connection and other required details:
  
• Connection Name: Display name of your connection
  
• Connection Link Name: Link names must be unique and can be used in Deluge integration tasks and invoke URL scripts to establish authentication.
  

  
  

  

  The link name that you provide must satisfy the following conditions:
  

  • It must begin with a lower case letter.
  • It can contain lower case letters, numbers, and underscores (_).
  • It can contain upto 50 characters.
    
• Click Create and Connect .
  
  
  
• User Permissions dialog will pop up, provide your authentication credentials and proceed. 
  
• A summary of the connection will be displayed.
  
  
  
• Upon successful authorization, the connection will be created and listed in your connections page.
  
• Hover over the connection to edit, revoke or delete it.
  
  
  
• Once your connection for a custom service is successfully created, you can use can use it while  configuring a webhook  to  process the data collected through Zoho Forms in your web application.