How to Create a Connection via Deluge in Zoho Writer?
Overview
Deluge connections in Zoho Writer allow you to securely integrate external services using authentication protocols. These connections can be leveraged in custom functions to retrieve or send data across platforms, enabling powerful automation and workflow customization.
Whether you're using default or custom services, Zoho Writer supports seamless document editing and real-time collaboration while integrating data from external applications.
With these connections, you can:
- Fetch real-time data from external services directly into your Writer documents.
- Push documents or data from Writer to third-party platforms — for example, automatically upload a merged document to Google Drive.
Prerequisites
Before creating a connection in Zoho Writer:
- You must have access to Zoho Writer.
- Ensure you are using one of the automation templates (Merge, Fillable, or Sign).
- For OAuth2 custom services:
- Obtain Client ID, Client Secret, and API URLs (Authorize, Access Token, Refresh Token) from the third-party service.
- Know the required scopes and supported grant type (Authorization Code or Client Credentials).
- Ensure you register the correct Zoho callback URL in the third-party app.
Steps to Create a Connection in Zoho Writer
A. For Default Services
- Access Deluge Editor in Zoho Writer:
- Open your document.
- Navigate to Automate > Deluge Editor (available in Fillable, Merge, and Sign templates).
- Click on Connections at the top-right.
- Create a Connection:
- Click Go to Connections > Create Connection.
- Under the Default Services tab:
- Select the desired service.
- Click Create Connection.
- Fill in Connection Details:
- Connection Name: Display name for your reference.
- Connection Link Name: Unique identifier used in Deluge scripts.
- Must start with a lowercase letter.
- Only lowercase letters, numbers, and underscores (_).
- Max 50 characters.
- Scope (if OAuth2): Specify as per the service’s API documentation.
- Click "Create and Connect":
- Authorize the service.
- Your connection will appear under My Connections.
B. For Custom Services (OAuth2 Authentication)
- Navigate to Deluge Editor > Connections > Go to Connections.
- Create Custom Service:
- Go to Custom Services > Create New Service.
- Enter the following:
- Service Name: Display name (max 50 characters).
- Service Link Name: Unique identifier (lowercase, alphanumeric, underscores).
- Choose Authentication Type:
- Select OAuth2.
- Fill in OAuth2 Details:
- Grant Type: Choose between Authorization Code or Client Credentials.
- Client ID & Secret: Provided by the service.
- Authorize URL, Access Token URL, Refresh Token URL: As per the API docs.
- Param Type: How parameters are passed (Query string/Header).
- Scope Delimiter: Default is comma, but space or plus is supported.
- Register Zoho Callback URL in third-party app:
- US: https://dre.zoho.com/delugeauth/callback
- EU: https://dre.zoho.eu/delugeauth/callback
- CN: https://dre.zoho.com.cn/delugeauth/callback
- IN: https://dre.zoho.in/delugeauth/callback
- AU: https://dre.zoho.com.au/delugeauth/callback
- JP: https://dre.zoho.jp/delugeauth/callback
- SA: https://dre.zoho.sa/delugeauth/callback
- CA: https://dre.zohocloud.ca/delugeauth/callback
- Click "Create Service":
- Your custom service will be saved.
- Fill in Connection Details:
- Same as default service steps:
- Connection Name
- Connection Link Name
- Scopes (if required)
- Click "Create and Connect":
- Authorize and finalize the connection.
- Connection will appear in "My Connections".
Troubleshooting
1. Error/Symptom:Deluge Editor not visible in the Writer document
Possible Cause: You are not using a supported template (Merge, Fillable, or Sign).
Recommended Solution: Ensure you’re working within one of the supported automation templates in Zoho Writer.
Possible Cause: You are not using a supported template (Merge, Fillable, or Sign).
Recommended Solution: Ensure you’re working within one of the supported automation templates in Zoho Writer.
2. Error/Symptom:OAuth2 connection setup fails or throws an error
Possible Cause: Incorrect Client ID, Client Secret, or missing/invalid callback URL.
Recommended Solution: Double-check your authentication credentials and ensure the callback URL is registered correctly in the third-party service’s developer console.
Possible Cause: Incorrect Client ID, Client Secret, or missing/invalid callback URL.
Recommended Solution: Double-check your authentication credentials and ensure the callback URL is registered correctly in the third-party service’s developer console.
3. Error/Symptom:Scopes-related authentication failure
Possible Cause: Required scopes are missing or incorrectly formatted.
Recommended Solution: Refer to the third-party API documentation for the exact scopes and use the correct delimiter (comma, space, or plus).
Possible Cause: Required scopes are missing or incorrectly formatted.
Recommended Solution: Refer to the third-party API documentation for the exact scopes and use the correct delimiter (comma, space, or plus).
4. Error/Symptom:“Link name already exists” error during connection creation
Possible Cause: The provided Connection Link Name is not unique.
Recommended Solution: Use a new, unique link name that follows the naming rules (lowercase, alphanumeric, underscores, max 50 characters).
Possible Cause: The provided Connection Link Name is not unique.
Recommended Solution: Use a new, unique link name that follows the naming rules (lowercase, alphanumeric, underscores, max 50 characters).
5. Error/Symptom:Connection appears under “My Connections” but data fetch fails in function
Possible Cause: The connection was not authorized properly, or the scope is insufficient.
Recommended Solution: Recreate the connection ensuring proper scope and successful authorization.
FAQs
Q1: Can I use the same connection in multiple custom functions?
Yes, once a connection is created, it can be reused across documents and functions.
Yes, once a connection is created, it can be reused across documents and functions.
Q2: What happens if I forget the scope?
If scope is required and not provided, authentication will fail. Always refer to the service’s API documentation.
If scope is required and not provided, authentication will fail. Always refer to the service’s API documentation.
Q3: What delimiter should I use for scopes?
By default, a comma (,) is used. If the API expects another format (space or plus), specify it in the Scope Delimiter field.
By default, a comma (,) is used. If the API expects another format (space or plus), specify it in the Scope Delimiter field.
Q4: Can I edit a connection after it's created?
You cannot modify an existing connection. To change any parameter, you must create a new connection.
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