1. Permissions and Availability
   

1) The users profile should have Zoho CRM API Access enabled.
2) The users profile should have Manage Automation enabled.

1. Prerequisites from Zoho CRM under US DC
   1) Grant Token
   2) Access Token
   3) Refresh Token
   

Refer to the Overview and all the Steps related to OAuth Authentication in this Help Link, which will guide you in detail about how authentication works in Zoho which includes Grant, Access and Refresh Tokens.

      Configuration Setup

Step 1: Users from US DC CRM accounts with Zoho CRM API Access permission should navigate to Zoho Developer console to generate a Grant Token via the self-client method.

Step 2: Choose the Client Type as Self Client.

Step 3: Enter the required scope, time duration as 10 and scope description.

Step 4: Upon clicking Create, you will find Grant Token.

Step 5: Either you could use the other API execution console (i.e., Postman, Insomnia, etc.) to generate an Access and Refresh Token or you could use the code1 shared below to generate an Access and Refresh Token from CRM.

Generate an Access and Refresh Token within 10 minutes with the help of Grant Token, as Grant Token is valid only for 10 min maximum.

1. Grant Token Video
   

1. Different ways to generate Access and Refresh Tokens
   

1. Steps to deploy the custom solution in Zoho CRM IN DC
   

Set a trigger on Record Creation, provide a condition (if any) and use the below code2 in the Instant Actions of the Workflow.

      Sample Deluge Script - Code2:

1. void automation.TBSolution()
2. {
3. refreshtoken = Map();
4. refreshtoken.put("refresh_token", "1000.c10f1746037754011ed558e92f558f70.6a1c309c4c3715efca7************");
5. refreshtoken.put("client_id", "1000.O466EKV1NQT0ZKHATWA***********");
6. refreshtoken.put("client_secret", "1b74110de0dfc1156e00a3003037a2471*********");
7. refreshtoken.put("grant_type", "refresh_token");
8. //Refreshing the Access Token
9. response = invokeUrl [
10. url: "https://accounts.zoho.com/oauth/v2/token"
11. type: POST
12. parameters: refreshtoken
13. ];
14. accesstoken = response.get("access_token");
15. mp = Map();
16. datamp = Map();
17. datalist = List();
18. mp.put("Last_Name", name);
19. datalist.add(mp);
20. datamp.put("data", datalist);
21. headersMap = Map();
22. headersMap.put("Authorization","Zoho-oauthtoken " +accesstoken);
23. //Creating a Leads record in US DC CRM account whenever a new Leads record created in IN DC
24. response1 = invokeurl
25. [
26. url :"https://www.zohoapis.com/crm/v7/Leads"
27. type :POST
28. parameters:datamp.toString()
29. headers:headersMap
30. ];
31. }