Simplify Zoho API integration with Deluge’s invokeAPI task

Simplify Zoho API integration with Deluge’s invokeAPI task

Hello all!

Happy New Year! As we kick off 2025, we’re excited to share some of the latest updates to enhance your Deluge experience. 

While Deluge already offered robust API integration capabilities, we’ve taken it to the next level with the introduction of our new invokeAPI task. The new task has been launched with the aim to streamline the process of connecting with Zoho’s extensive suite of services. Unlike the invokeURL task, where you need to provide the complete URL, with invokeAPI, you only need to specify the path. The system will automatically fetch the domain based on the respective Zoho service’s data center, ensuring seamless access across all data centers when making API calls.

This capability of the invokeAPI task is especially useful when working with multiple Zoho services across different data centers. This streamlines the development process by eliminating the need to manually specify the base domain for each service, saving you a lot of time and effort.

What is invokeAPI?

The invokeAPI task in Deluge allows you to make REST API calls to access and modify data in one Zoho service from another Zoho service. 

The invokeAPI task can be used across all Zoho services that support Deluge. However, it's currently limited to performing integrations with specific Zoho services. These include Zoho CRM, Zoho Books, Zoho Invoice, Zoho Billing, Zoho Inventory, Zoho Bookings, Zoho Cliq, and Zoho Creator.

We’re excited to share that plans are underway to extend this capability to even more services across the Zoho ecosystem!

Key benefits

The main objective of the invokeAPI task is to simplify API integrations within the Zoho ecosystem. Here are its key benefits:
  • URL requirements: You no longer need to specify the full URL; simply provide the API path.
  • Domain detection: The domain is automatically determined based on the Zoho service you’re interacting with (e.g., Zoho CRM, Zoho Books) and its corresponding data center. This ensures accurate routing of API calls regardless of the hosting data center. Further, it reduces the risk of errors associated with incorrect URLs or misconfigured endpoints.
  • Enhanced response handling: The response object includes the header and status attributes by default. This enables you to branch logic based on the status code and utilize header values effectively. For example, when the status code is 301, the redirection URL is included in the header. Further, we’re working on supporting the redirection attribute by default in future updates.
Some additional capabilities that set the invokeAPI task apart include:
  • Support for body parameters in GET and DELETE methods: Unlike the invokeURL task, which only supports query strings for DELETE requests, the invokeAPI task allows you to pass values in the request body for GET and DELETE operations.
  • This task also provides the flexibility to customize each parameter in your API request. For instance, you can set parameters such as the name, content type, and encoding type to tailor the requests to your specific needs. 

How it works

When you use the invokeAPI task, you simply need to specify the service and the path to the API endpoint. 

Here’s the basic syntax:
Quote
response = invokeapi
[
  service: <service_name>
  path: <path_value>
  type: <type_value>
  parameters: <parameters_value>
  body: <body_value>
  headers: <headers_value>
  connection: <connection_name>
  response-format: <response_format_value>
  response-decoding: <encoding_format_value>
];

Example: Creating a lead in Zoho CRM
Assume that you want to create a new lead in Zoho CRM. In the invokeAPI task, you only need to provide the service (crm) and the path (/crm/v2/Leads). 
Quote
data = {"data": [{"Last_Name": "Doe", "First_Name": "John", "Email": "john.doe@example.com", "Company": "ABC Corp"}]};
response = invokeapi
[
  service: zohocrm
  path: "/crm/v7/Leads"
  type: POST
  body: data.tostring()
  headers: {"Content-Type": "application/json"}
  response-format: COLLECTION
  response-decoding: "UTF-8"
  connection: "<connection_name>"
];
info response;
In this example:
  • service: We specify the Zoho CRM service (zohocrm).
  • path: This is the API endpoint path for creating leads (/crm/v7/Leads).
  • type: The HTTP method is POST because we're creating a new lead.
  • body: This is the data sent in the request body (the lead information).
  • headers: We specify that the request body is in JSON format.
  • response-format: We expect the response to be in COLLECTION format.
  • response-decoding: The response will be decoded using UTF-8 encoding.
  • connection: This is the TEXT that represents the name of the connection.

Use cases for invokeAPI

Here are some popular use cases of how the invokeAPI task can be utilized:
  • Sync leads between Zoho CRM and Zoho Projects: Automatically create a new project in Zoho Projects when a new lead is added to Zoho CRM.
  • Automate invoices in Zoho Books: When a deal is closed in Zoho CRM, automatically generate an invoice in Zoho Books.
  • Customer support automation: When a new support ticket is created in Zoho Desk, use invokeAPI to create corresponding tasks or issues in Zoho Projects or Zoho CRM.
  • Cross-app data synchronization: Easily synchronize customer data between Zoho CRM, Zoho Books, Zoho Desk, and Zoho Projects to ensure consistency across your applications.
Note: These are just examples—rest assured that a wide range of actions can be performed using this task.

Documentation

We've also come up with comprehensive documentation for this task, and you can take a look at it by visiting the invokeAPI Task help doc.

We believe the all-new invokeAPI Deluge task will be a game-changer for users aiming to integrate seamlessly across multiple Zoho apps. This feature is especially beneficial for teams working with multiple Zoho applications or the Zoho One bundle.

As we wrap up, we want to let you know that we are committed to expanding the capabilities of Deluge, and we’re working hard to bring even more features your way. Stay tuned for exciting updates!

If you need any assistance, don’t hesitate to reach out to us. We’re always happy to help.

Regards,
The Deluge Team
    • Sticky Posts

    • Function #41: Sync Associated Subforms!

      Welcome back everyone! The last custom function showed how to update a Contact with Product details from it's Related list in Deals. This week, let's look at a function that lets you update subform records in two modules simultaneously when one of them is updated. Business scenario Let's look at how subform helps in an education institution that has deployed Zoho CRM. National Public School, Austin (made up, of course!) has set up Zoho CRM and it follows the same relationship pattern of "Students",
      • Recent Topics

      • Domain already exists

        Hi, I tried to add my domain creativecolumnist.com but its showing as Domain already exist. Please release if it has already been associated with Zoho, I am the real owner of that domain.
      • Select forwarding

        For Zoho mail online on PC in web browser: I had forwarding enabled in section "Mail accounts / Forwards", and I also have some filters that send emails from some unwanted senders to Archive. But it doesn't work as intended, it forwards everything (obviously
      • system not picking my default custom service report template

        Can you tell me why when we create a service report always pick the (standard old) template? Even when I have a custom service report selected as Default.
      • Restrict Appointment Booking to Approved Clients

        Dear Zoho Bookings Support Team, We'd like to propose a feature enhancement for managing appointments within Zoho Bookings. This feature would ensure only pre-approved clients can schedule meetings. Desired Functionality: We propose the introduction of
      • Automate Credit Card Surcharge

        Is there a way to create an automation that will add a 3.0% credit card surcharge to a subscription whenever a customer pays via credit card?
      • I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation only for item type goods ,

        I have the item field and Quantity field in the sub form , on the submit of the form if the quantity is grater than inventory means show alert on submit validation . Stock Check Validation only for item type goods , not for item type service . For the
      • Disappearance of all articles in the knowledge base

        Hi there! It seems like all of our articles have disappeared from the knowledge base: However, the names still appear in the "sort articles" section:
      • Logic for sending to a non-primary email address

        Hi, I have a scenario where contacts are able to sign up for emails with 2 different email addresses (example: work, personal). I've mapped both to Campaigns from Zoho CRM, but when I go to target an email only the primary email addresses are pulling in. How can I update this to look at both of the email addresses - or specifically the secondary email address in Campaigns? Thanks, Jenny
      • Add "Reset MFA" Option for Zoho Creator Client Portal Users

        Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
      • Tables for Europe Datacenter customers?

        It's been over a year now for the launch of Zoho Tables - and still not available für EU DC customers. When will it be available?
      • NOTAS INVISIBLES

        Siempre que abro mis notas salen invisibles, muchas no resaltan las *negritas* en la vista previa hasta que te metes en ellas y modificas algo. Pero omg con el equipo de Zoho. Les dije que las usaba mucho precisamente por la VISTA PREVIA y encontrar las
      • Does Zoho has chatroom/chatbot url feature?

        Hi Zoho community! I’m looking for a quick "Yes/No" answer for my dev team regarding Zoho’s capabilities. We currently use Zoho Desk for our Service Team and Zoho CRM for our Marketing Team to bring both functions under one platform. Our question: Does
      • One Support Email Managed By Multiple Departments

        Hello, We use one support email (support@company.com). Incoming emails come to the "Support Department" and based on what the customer is asking, we route that ticket to different departments (billing, technical support, etc.). When users in these different
      • Is it Possible to Modify Standard Report Urls

        Is there a way to permanently modify standard report Urls? Use case: Suppose I have a Products report. Showing list as timeline, calendar, or kanban doesn't make sense. Want to hide that from users by adding #Report:Products?zc_ShowAs=false&zc_Print=false
      • Updated font library: New font styles and custom font options in Zoho Sheet

        Zoho Sheet's font library now supports 500+ font styles in 60+ languages! The updated font library is stacked with new font styles, and some of the previously available font styles have been replaced with equivalent options. There are two ways you can
      • scope for phonebridge in CRM and phonebridge API documentation

        Hi I cannot find the scope to be used for phonebridge in CRM API V2 calls. I am getting OAUTH_SCOPE_MISMATCH for scope group ZohoCRM.modules.ALL,ZohoCRM.setttings.ALL Also I am not able to locate the documentation for the same, All I have is phonebridge
      • Job Alerts for Candidates

        hi All, I have 2 questions relating to sharing job details with candidates. 1. is there a way to notify candidates that meet certain criteria of current jobs available? eg. I run a candidate search, and identify 50 candidates that might be suitable. Can
      • Zoho Wiki or new Zoho Learn

        We are currently evaluating if we should move off confluence. At present in Confluence we have multiple levels within our documentation but with learn it looks like you can only have Space       - Manual             - Chapter Is it possible to have levels below Chapter? Also the same question for the existing wiki, can I have more sub-levels?
      • Fix image at bottom of a page fot automatic proposal creation

        I'm working on a proposal document to automate our proposal creation process. So far it works fine, but I experience some problems with an image I want to have fixed at the bottom of the page AND above the footer. This section of the document consists
      • Can't scroll the page down unless I refresh the page

        Hello, This issue has been going on with me and a lot of other users in my organization, we can't scroll down! the scrolling side bar doesn't appear and scrolling down through mouse or keyboard keys doesn't work, it seems that the page just ends in the
      • Price List

        II want to restrict the items to display in sales, quote, etc for which custom rates are added in price list. How I can do the same in Zoho books
      • Let’s Talk Recruit: Still switching tabs to source?

        Welcome back to the Let’s Talk Recruit series. Let’s talk about how you actually source talent. Do you open multiple job boards every single time a role opens? Run the same keyword searches you ran yesterday? Download, upload, rename, and then do it again
      • Kaizen #231 - Embedding Zoho Desk Tickets in Zoho CRM

        Hello, CRM Wizards! This week, let us enhance cross-team visibility between Zoho CRM and Zoho Desk. We will use the Zoho Request Client inside a Related List widget to display open Zoho Desk tickets directly within the Contact record in Zoho CRM. This
      • Introducing Job Alerts

        Keeping candidates engaged beyond their first application is one of the most consistent hiring challenges. Many interested candidates simply do not revisit career sites regularly, which can result in missed opportunities and reduced re-applications. To
      • Task status - completed - other options

        I have a dumb question I know i can make custom statuses for the tasks - but is there anyway to make additional "completed" statuses like for instance if i have a task "call back customer" and i leave a vm for them to call back marking it "completed -
      • Bank feed integration First Abu Dhabi Bank (FAB) to Zoho? (UAE)

        Hello everyone, Is First Abu Dhabi Bank in the list of banks available for bank feed integration with Zoho Books? Thank you.
      • How to Export Filtered List of Contacts?

        This seems like it should be simple, but I'm stymied. I'm trying to export a filtered list of my Contacts for analysis in a spreadsheet. The use case is that I'm an ecom business based in the US. The bulk of our customers are individuals stored as Contacts.
      • Quick Create needs Client Script support

        As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from
      • can we add product images in Zoho CRM Quote PDF template?

        I want to create a quotation format in Zoho CRM similar to the attached PDF, where each product is displayed in a table with rpoduct image I need the product image to appear inside the line items section of the quote. However, while checking the Quote
      • Does Zoho Writer have Dropdowns

        I want to add a drop down field in Zoho writer. Is this possible?
      • Facturation électronique 2026 - obligation dès le 1er septembre 2026

        Bonjour, Je me permets de réagir à divers posts publiés ici et là concernant le projet de E-Invoicing, dans le cadre de la facturation électronique prévue très prochainement. Dans le cadre du passage à la facturation électronique pour les entreprises,
      • Users Lookup

        It would be extremely convenient to have a lookup field whose type is Users. There are many instances where we need to relate certain actions to users. Furthermore, in our company the candidate sourcer might not be the one who's creating the profile (done by an admin). Please do consider adding this essential feature in the future. Thank you
      • Connecting Multiple WooCommerce Stores to a Single Zoho Marketing Automation Account

        Is it possible to connect multiple WooCommerce stores to a single Zoho Marketing Automation account?
      • Service Title in Service Report Template Builder

        I am currently working on the Service Report Template Builder in Zoho FSM. I have created three separate service report templates for different workflows: Preventive Maintenance Report Requested Service Report Installation Report My issue is that I cannot
      • Update: New Security Admin Role

        Hello Zoho Directory Admins! This post is to highlight the recent role and permission changes introduced as part of the security enhancements. Previously, Helpdesk Admins had the security permissions and were responsible for managing the security configurations
      • Client Script | Update #14 - Client Script Support for Quick Create

        Hello Everyone! We are back with another exciting and highly awaited update in Client Script! Over the past months, many of you shared your insights and requests, asking for the power to extend Client Script functionality to Quick Create forms. This capability
      • I'd like to suggest a feature enhancement for SalesIQ that would greatly improve the user experience across different channels.

        Hello Zoho Team, Current Limitation: When I enable the pre-chat form under Brands > Flow Controls to collect the visitor’s name and email, it gets applied globally across all channels, including WhatsApp, Messenger, and Instagram. This doesn't quite align
      • The Social Playbook - February edition: Why moment marketing works (and how brands use it)

        Imagine the final season of your favorite series is about to drop. Your entire feed is talking about it. Trailers everywhere. Fan theories. Hype at 100%. Now your go-to burger place launches a limited-edition meal box themed around that series—custom
      • PDF Attachment Option for Service Reports

        Hello Team, I would like to check with you all if there is an option to attach PDF documents to the service reports. When I try to attach a file, the system only allows the following formats: JPEG, JPG, and PNG. Could you please confirm whether PDF attachments
      • Cliq Bots - Post message to a bot using the command line!

        If you had read our post on how to post a message to a channel in a simple one-line command, then this sure is a piece of cake for you guys! For those of you, who are reading this for the first time, don't worry! Just read on. This post is all about how
      • Next Page