Integrating and Fetching Details from Zoho Creator

Integrating and Fetching Details from Zoho Creator


This sample implementation helps to understand sending data to the Zoho IoT Application from Zoho Creator with step-by-step procedures.

Scenario 

Let’s consider a scenario where a manufacturing unit produces and sells Diesel Generators.
  1. The manufacturer uses a Zoho Creator form to capture generator, buyer, and service personnel details.
  2. Each submitted generator record is sent to Zoho IoT for processing.
  3. In Zoho IoT, the generator is created as a device with datapoints for monitoring.
  4. Buyer must be able to monitor the generator parameters in the Zoho IoT application after purchase.
  5. Critical events must generate alarm rules in Zoho IoT, and send email alerts to buyers and service personnel.

Prerequisites   

First, ensure that the following prerequisites including the necessary licenses, permissions, setups, and configurations are in place.

In Zoho Creator
  1. Have valid accounts with the required licenses in Zoho Creator and Zoho IoT.
  2. In Zoho Creator, create a form to capture generator details, buyer information, and service contacts (use separate forms if needed).
  3. Configure a Workflow in Zoho Creator to send the captured details to Zoho IoT via a POST API call in a Custom Function, authenticated through a Zoho IoT connection.
 
In Zoho IoT
  1. A Zoho IoT application must be set up to monitor the generator's key parameters such as fuel level, temperature, and voltage in real time.
  2. Create the Device Model for Generator with the required Datapoints.
  3. Create Custom Fields in the model to store the buyer and service personnel email ID.
 

Implementation    

The following outlines the high-level steps involved in the implementation.  
  1. Create Device Model with Custom Fields (in Zoho IoT) - To receive the Diesel Generator details and store the device, buyer, and service personnel details sent from Zoho Creator.
  2. Configure Connections (in Creator) - To execute the APIs call inside the custom function, we need to have connections as authentication for respective APIs at Zoho Creator.
  3. Create Form (in Creator) - To input the generator details, buyer information, and service contacts (use separate forms if needed).
  4. Create Workflow (in Creator) - To send the captured details to Zoho IoT via a POST API call in a Custom Function, authenticated through a Zoho IoT connection.  
  5. Set Up Monitoring with Alarm Rules (in Zoho IoT) -  Configure alarm rule that will be  triggered based on real time data. Here, you can send mails to the buyer and service person on any malfunction based on criteria.
 

Procedure 

The following provides a step-by-step procedure of the implementation.

Step 1: Create Device Model with Custom Fields in Zoho IoT
 

As a prerequisite, the device model with the datapoints and custom fields must be created in Zoho IoT to receive the required form details from Creator and store it in Zoho IoT.
  1. Create the device model Diesel Generator, and add the required datapoints (fuel level, temperature, voltage in the IoT application.)
Note: You can also create Endpoint devices in Zoho IoT to receive data from third-party applications. When creating the end point device, you must provide the endpoint URL and authentication details.


2. Create Custom Fields to store the buyer and service personnel email ID.



Image: Custom Field creation for storing email IDs.

On completing the above device creation procedure, the received Diesel Generator data can be stored as a new device record for monitoring.



Image: Device List View after adding the "Blue Star Generator".

Note: The generator must have the intelligence to send real-time reading of fuel/ temperature/ voltage readings to the Zoho IoT Application for it to monitor the device.

Step 2: Configure Connections 


We will be creating a connection in Zoho Creator using Zoho IoT service to authenticate when calling the Zoho IoT API.

To create the IoT Connection,
  1. Access your Zoho Creator application.
  2. Select MIcroservices under DEVELOP in the left menu.
  3. Select the Connections tab, and click Create New or Add Connection.



  4. In the Add Connection screen, select Zoho IoT service.



  5. Provide the Connection details, and click the Create and Connect button. (You can also select only the specific actions radio button to select required options.)



  6. Provide your application name as the subdomain. For example if your application url is "energymonitoring.zoho.com", provide "energymonitoring" as your subdomain.



  7. Click Accept in the resultant screen.
 

 
The connection is created and displayed in the Connections home page.


      8. Click on the Connection to view the details. You can copy the connection name (link name) from this screen.




Step 3: Create Form 

  1. Create a Form in Zoho Creator to get the Generator, Buyer email ID, and Support person email ID details.  



    Image: Sample creator form with generator, buyer, and service person details. 


Step 4: Create Workflow

Create a Workflow in Zoho Creator to trigger the workflow action when the details are added through the Creator form.
  1. Select the Workflow tab on top, and select Create Workflow to create a new workflow.



  2. Provide the form and action detail in the workflow



    Image: Sample creator workflow configuration


  3. In the workflow action, call a custom function (Deluge Script).



  4. In the custom function script, include the following:
    1. Use the Zoho IoT POST API.
    2. Use the Zoho IoT connection created in Zoho Creator.
    3. Send the captured generator details to Zoho IoT for device creation.

Sample code below for sending the Form details to Zoho IoT

// ================================================

// Step 1: Setup basic variables from Creator Form

// ================================================

gen_name = input.Generator_ID;

spEmail = input.Service_Personnel_Email;

buyEmail = input.Buyer_Email;

// ================================================

// Step 3: Construct the Payload for device creation API (POST) with form inputs

// ================================================

payload = Map();

devices = Map();

devices.put("record_image","tgfa302b7b57d621c40f8b07cf5eb3ec73fcd");

devices.put("name",gen_name);

devices.put("Service_Personnel_Email",spEmail);

devices.put("Buyer_Email",buyEmail);

device_type = Map();

device_type.put("id","gateway");

device_type.put("name","Gateway");

devices.put("device_type",device_type);

connectivity_type = Map();

connectivity_type.put("id","mqtt");

connectivity_type.put("name","MQTT");

devices.put("connectivity_type",connectivity_type);

device_application = Map();

device_application.put("id","custom_app");

device_application.put("name","Custom Application");

devices.put("device_application",device_application);

authentication_security = Map();

authentication_security.put("display_value","Security Token with TLS");

devices.put("authentication_security",authentication_security);

devices.put("data_interval_time","15");

devices.put("edge_name","");

product_id = Map();

product_id.put("id","5144000000283160");

product_id.put("name","Product 1");

devices.put("product_id",product_id);

devices.put("model_id","5144000000283162");

payload.put("devices",devices);

// ================================================

// Step 4: Calling the Zoho IoT's POST API

// ================================================

device_creation_response = invokeurl

[

url :"https://app12520xxxxx.zohoiot.com/iot/v1/devices?quick_create=true"

type :POST

parameters:payload.toText()

connection:"zoho_iot_connection"

];

//replace header with connection: "zoho_iot_connection" where zoho_iot_connection is the connection name

info device_creation_response;



The above function helps to push the data from Zoho Creator to Zoho IoT.

Step 5: Set Up Monitoring and Alarm Rules in Zoho IoT
 

  1. Configure Alarm Rules in Zoho IoT to detect abnormal or critical events (e.g., excessive temperature, voltage, etc.) for the generator.



  2. Trigger an Email Notification (or Notification Profile)

  3. Configure a Email Notification in Alarm Rule to automatically sends an email alert to the buyer or service personnel.
  4. The email includes relevant details about the alarm and service requirements.



Conclusion

This implementation ensures seamless data flow between Zoho Creator and Zoho IoT, enabling real-time monitoring, automated alerts, and efficient post-sale support for customers.

Using this same procedure you can integrate other Zoho Apps and send data to Zoho IoT for processing.


      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION







                              Quick LinksWorkflow AutomationData Collection
                              Web FormsEnterpriseOnline Data Collection Tool
                              Embeddable FormsBankingBegin Data Collection
                              Interactive FormsWorkplaceData Collection App
                              CRM FormsCustomer ServiceAccessible Forms
                              Digital FormsMarketingForms for Small Business
                              HTML FormsEducationForms for Enterprise
                              Contact FormsE-commerceForms for any business
                              Lead Generation FormsHealthcareForms for Startups
                              Wordpress FormsCustomer onboardingForms for Small Business
                              No Code FormsConstructionRSVP tool for holidays
                              Free FormsTravelFeatures for Order Forms
                              Prefill FormsNon-Profit

                              Intake FormsLegal
                              Mobile App
                              Form DesignerHR
                              Mobile Forms
                              Card FormsFoodOffline Forms
                              Assign FormsPhotographyMobile Forms Features
                              Translate FormsReal EstateKiosk in Mobile Forms
                              Electronic Forms
                              Drag & drop form builder

                              Notification Emails for FormsAlternativesSecurity & Compliance
                              Holiday FormsGoogle Forms alternative GDPR
                              Form to PDFJotform alternativeHIPAA Forms
                              Email FormsFormstack alternativeEncrypted Forms

                              Wufoo alternativeSecure Forms

                              WCAG

                                        Create. Review. Publish.

                                        Write, edit, collaborate on, and publish documents to different content management platforms.

                                        Get Started Now







                                                          You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                              Manage your brands on social media


                                                                • Desk Community Learning Series


                                                                • Digest


                                                                • Functions


                                                                • Meetups


                                                                • Kbase


                                                                • Resources


                                                                • Glossary


                                                                • Desk Marketplace


                                                                • MVP Corner


                                                                • Word of the Day


                                                                • Ask the Experts


                                                                  Zoho Sheet Resources

                                                                   

                                                                      Zoho Forms Resources


                                                                        Secure your business
                                                                        communication with Zoho Mail


                                                                        Mail on the move with
                                                                        Zoho Mail mobile application

                                                                          Stay on top of your schedule
                                                                          at all times


                                                                          Carry your calendar with you
                                                                          Anytime, anywhere




                                                                                Zoho Sign Resources

                                                                                  Sign, Paperless!

                                                                                  Sign and send business documents on the go!

                                                                                  Get Started Now




                                                                                          Zoho TeamInbox Resources





                                                                                                    Zoho DataPrep Demo

                                                                                                    Get a personalized demo or POC

                                                                                                    REGISTER NOW


                                                                                                      Design. Discuss. Deliver.

                                                                                                      Create visually engaging stories with Zoho Show.

                                                                                                      Get Started Now








                                                                                                                          • Related Articles

                                                                                                                          • Integrating Zoho IoT with External Applications

                                                                                                                            Zoho IoT enables secure data exchange between your application and other Zoho applications or third-party services. This data exchange can be performed using Zoho IoT’s built-in functionalities or through its REST APIs. All such data access occurs ...
                                                                                                                          • Sending Details from Zoho Creator

                                                                                                                            This sample implementation helps to understand sending data to the Zoho IoT Application from Zoho Creator with step-by-step procedures. Scenario Zylker Generators, a leading manufacturer of diesel generators, uses two connected Zoho applications ...
                                                                                                                          • Sending Details to ERP Service

                                                                                                                            Let us consider a scenario where a customer is monitoring energy consumption in a building by implementing the Zoho IoT's Energy monitoring solution. At the start of every month, the customer wants to calculate the energy consumed in the previous ...
                                                                                                                          • Integrating Zoho IoT with The Things Stack Network

                                                                                                                            Configure the Integration in the The Things Stack console Open the The Things Stack Console. Toggle to Applications and select the application you wish to integrate with the Zoho IoT application. Select Webhooks and click Add Webhook. Click on Add ...
                                                                                                                          • Zoho IoT Integration with Zoho CRM

                                                                                                                            Integrating Zoho IoT with Zoho CRM provides enormous benefits to customers by combining the capabilities. It empowers businesses to leverage customer data and IoT insights to improve customer service, optimize operations, and achieve their business ...
                                                                                                                            Wherever you are is as good as
                                                                                                                            your workplace

                                                                                                                              Resources

                                                                                                                              Videos

                                                                                                                              Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                              eBooks

                                                                                                                              Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                              Webinars

                                                                                                                              Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                              CRM Tips

                                                                                                                              Make the most of Zoho CRM with these useful tips.



                                                                                                                                Zoho Show Resources