Connect with an available service

1. Navigate to  and select Connections under Advanced from the menu.
   

2. Click  Add Connection.
   

3. Under Pick Your Service tab,  select a third-party or internal Zoho service.
   

4. Configure the service details under the Connection Details section.
   








5. Click  Create and Connect .
   

• The  Connection Summary page displays the details of the connection. You can also edit the service details here. Click   to go back to the  Connections  page. 
  








6. Click  to connect with the third-party service. Enter the required details, such as the Domain ID and user credentials, to establish the connection. 
   

 

Once the authentication is successful, the service will be ready to use.

Note:

• The scope of the connection varies with each service.
  

• For authentication methods using the  Basic Auth  protocol, configuring the  Actual Parameter and  Parameter Display Name  fields help with the verification process. While establishing the connection, a dialogue box prompts you to enter the configured parameter value. The integration will only be successful if the parameter values match.
  

• For authentication methods using  OAuth 2.0 protocol, a callback URL must be mentioned in the respective third-party service. 
  

Connect with a custom service

In addition to the services provided by us, users can also connect with other third-party services. To establish a custom connection,  follow the steps below.    

1. Navigate to  and select Connections under Advanced from the menu.
   

2. Click  Add Connection.
   

3. Under Custom Service tab, select Create your own, and enter the service and connection details.
   

• Service Details:
  

• Service Name :  Enter the name of the service.
  

• Authentication Type : Select the authentication method used by the third-party service. 
  

• Fill in the other details with respect to the chosen authentication type. 
  

• Connection Details:
  

• Connection Name : Give a name for this connection.
  








4. Click  Create and Connect .
   

• The Connection Summary page displays the details of the connection. Click   to go back to the  Connections  page.
  



 




5. Click  to connect with the third-party service.
   

 

Once the authentication is successful, the service will be ready to use.

Note:

• The scope of the connection varies with each service.
  

• For authentication methods using the  Basic Auth protocol, configuring the  Actual Parameter and  Parameter Display Name fields help with the verification process. While establishing the connection, a dialogue box prompts you to enter the configured parameter value. The integration will only be successful if the parameter values match.
  

• For authentication methods using  OAuth 2.0 protocol, a callback URL must be mentioned in the respective third-party service. 
  

Revoke a connection

If users no longer require an integration, they can revoke the connection. 

1. Navigate to  and select Connections under Advanced from the menu.. 

2. Mouse over a connection.
   

3. Click  Revoke .