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

        • Zoho Bookings No Sync with Outlook

          Zoho Bookings appointments are showing on my Outlook Calendar but Outlook events are not showing on Zoho Bookings. How do I fix this?
        • End Date in Zoho Bookings

          When I give my appointments a 30 minutes time I would expect the software not to even show the End Time.  But it actually makes the user pick an End Time.  Did I just miss a setting?  
        • Custom confirmation message

          How can I change the message that users see after they submit the booking form? I have to confirm some details before their appointment is officially "confirmed", so I want to change it where it doesn't say their appointment is "confirmed" but rather
        • Issue showing too many consultations in my workspace link.

          Hi Team, I’ve set up two Workspaces to track meetings from different sources. So far, this has been working well, and the two Workspaces are differentiated without any issues. However, when I navigate to Consultations and share the link to my personal
        • Deluge sendmail in Zoho Desk schedule can't send email from a verified email address

          I am trying to add a scheduled action with ZDesk using a Deluge function that sends a weekly email to specific ticket client contacts I've already verified the email address for use in ZDesk, but sendmail won't allow it in its "from:" clause. I've attached
        • Zoho Learn & Zoho Connect

          Hi, Is there a way to sync the knowledge base we have in Zoho Learn with the manuals section is Zoho Connect? Thanks,
        • Addin Support in Zoho Sheet

          Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?
        • Changing Corporate Structure - How Best to Adapt Current and Future Zoho Instances

          My current company is Company A LLC with a dba ("doing business as" - essentially an alias) Product Name B. Basically, Company A is the legal entity and Product Name B is what customers see, but it's all one business right now. We currently have a Zoho
        • how to add subform over sigma in the CRM

          my new module don't have any subform available any way to add this from sigma or from the crm
        • How to Install Zoho Workdrive Desktop Sync for Ubuntu?

          Hi. I am newbie to Linux / Ubuntu. I downloaded a tar.gz file from Workdrive for installing the Workdrive Desktop Sync tool. Can someone give me step by step guide on how to install this on Ubuntu? I am using Ubuntu 19.04. Regards Senthil
        • How to upload own video?

          How can you upload your own video on your zoho website? I do not want to use another host, but i want to insert my own files. how can i do this?
        • Support new line in CRM Multiline text field display in Zoho Deluge

          Hi brainstrust, We have a Zoho CRM field which is a Muti Line (Small) field. It has data in it that has a carriage return after each line: When I pull that data in via Deluge, it displays as: I'm hoping a way I can change it from: Freehand : ENABLED Chenille
        • Announcing new features in Trident for Windows (v.1.32.5.0)

          Hello Community! Trident for Windows just got better! This update includes new features designed to improve and simplify email and calendar management—and it includes a feature you’ve been waiting for. Let’s dive into what’s new! Save emails in EML or
        • How to render either thumbnail_url or preview_url or preview_data_url

          I get 401 Unauthorised when using these urls in the <img> tag src attribute. Guide me on how to use them!
        • Zoho CRM Calendar | Custom Buttons

          I'm working with my sales team to make our scheduling process easier for our team. We primary rely on Zoho CRM calendar to organize our events for our sales team. I was wondering if there is a way to add custom button in the Calendar view on events/meeting
        • Create Lead Button in Zoho CRM Dashboard

          Right now to create Leads in the CRM our team is going into the Lead module, selecting the "Create Lead" button, then building out the lead. Is there anyway to add the "Create Lead" button or some sort of short cut to the Zoho CRM Dashboard to cut out
        • Searching customer field

          Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words
        • Introducing Version-3 APIs - Explore New APIs & Enhancements

          Happy to announce the release of Version 3 (V3) APIs with an easy to use interface, new APIs, and more examples to help you understand and access the APIs better. V3 APIs can be accessed through our new link, where you can explore our complete documentation,
        • Zoho CRM Tracking Google Enhanced Conversions

          Can anyone @Zoho, consultants, or users help me understand if Zoho CRM is going to support Google's Enhanced Conversions? I included some information from Google below about it. We use Google Adwords for our pay per click advertising for lead generation,
        • zoho click, and nord VPN

          Unfortunately, we've been having problems with Zoho Click, where essentially the line cuts off after about a minute's worth of conversation every time we are on VPN. Is there a way we can change this within the settings so it does not cut the line off
        • Connecting Portals from different Zoho apps

          Hi, I note that Zoho has functionality for customer portals for several of the Zoho apps, like CRM, Projects, Desk etc. Is there any way to connect these portals?  It would be great if we could give our customers access to a portal in which they could
        • Billing Management: #5 Usage Billing

          After understanding the nuances of Advance Billing and Retainers, we will explore one of the booming billing models. Long ago, villagers drew water from a shared well in a small village. The well was a lifeline for the entire community. Ravi, the well
        • Function #10: Update item prices automatically based on the last transaction created

          In businesses, item prices are not always fixed and can fluctuate due to various factors. If you find yourself manually adjusting the item rates every time they change, we have the ideal time-saving solution for you. In today's post, we bring you custom
        • Inventory Adjustments

          Hi, How to transfer the material from one head to another ? Like materials purchased for manufacturing the laptop need to transfer from consumption inventory (Quantity of raw materials reduced) to destination inventory ( Quantity of Laptop increased)
        • Zoho CRM Community Digest - Aug 2025 | Part 1

          Hey everyone! The first half of August went by, and we have a few announcements and some good noteworthy discussions. So, let's take a look at them! Product Updates: Introducing Connected Records feature: Zoho CRM’s Next-Gen UI now includes Connected
        • Please make it easier to Pause syncing

          right now it takes 3 clicks to get there. sounds silly, but can you make it just 2 clicks to get it done instead? thats how dropbox does it, 2 clicks to pause instead of 3.
        • How to create a Zoho CRM report with 2 child modules

          Hi all, Is it possible to create a Zoho CRM report or chart with 2 child modules? After I add the first child module, the + button only adds another parent module. It won't let me add multiple child modules at once. We don't have Zoho Analytics and would
        • SalesIQとPageSenseの利用について

          初めての投稿で場違いだったらすいません。 弊社ではSalesIQを運用しているのですが、追加でPageSenseの導入もしたいと現場からの声があります。 両サービスともクッキー同意バナーが必要なサービスなのですが 弊社では同意無しに情報はとりませんという方針なので 2つ入れると2つバナーを出す必要がでてきます・・・ 両サービスを運用されてる方があれば運用状況とか教えてほしいです。 PageSenseについては詳細まで機能を理解してないなかでの質問です。
        • How to integrate Zoho Forms with Zoho CRM on Standard Plan

          Hello Zoho Support Team, I am using the Standard Zoho Forms plan (USD 30/user) and I would like to integrate Zoho Forms with Zoho CRM so that certain fields in my forms can be automatically prefilled using data from Deals in CRM. Specifically, I want
        • Export PDF File Name

          Is it possible to change the default Zoho .pdf naming scheme for inventory items like quotations? Would like to use the the Subject as the default quote name. Is this possible?
        • How to change the from address from 'no reply' for an email template in CRM

          Hi, We have our CRM set up with the from field as sales@XXX. I have just created a series of email templates and sent a test and they are sending from noreply@zoho I have tried searching for how to change the email template but don't have the options
        • Zoho CRM Client Script - SetCriteria in lookup Field

          Hello All One More Zoho CRM Client Script Tips & Trick. Now you can Set the Criteria on Your lookup in zoho CRM, It Comes With a Create Page, Edit Page, and Details Page (Standard). Example:- We have a Room Module that includes Room Name, Status, Campus,
        • Kaizen #71 - Client Script ZDKs for Detail (Canvas) Page

          Hello everyone! Welcome back to another interesting Kaizen post. In this post, we can discuss Client Script ZDKs support for Detail (Canvas) Page. What is Detail (Canvas) Page? A Detail(Canvas) Page allows you to customize the record detail page to your
        • Zoho Reports Duplicating Entries

          I have a custom costing tab with a table where we entre invoices. These are under a Heading (PO Subject) and notes added in the form with different line items. In the reports, I have organised the report to group per PO Subject, with the total of the
        • Validation Rule Not Working for Mandatory Field in Zoho Blueprint

          As a Zoho user, we created a validation rule for a specific field. However, we noticed that when we made the same field mandatory within a Blueprint, the validation rule we defined did not work. When we reported this issue to Zoho Support, they stated
        • Notes Issues

          Been having issues with Notes in the CRM. Yesterday it wasn't showing the notes, but it got resolved after a few minutes., Now I have been having a hard time saving notes the whole day. Notes can't be saved by the save button. it's grayed out or not grayed
        • Export from Contacts module to Products module in Zoho CRM

          Good afternoon, I would like to send a number of contact info from the Contacts module into the customized module (tickets to an event) in one operation. I have selected several contacts in the Contact module (people who I have labelled as people I want
        • Can’t receive emailI c

          I have generated a basic for but when I submit it I don’t get a email, I’ve been in the settings and tested me email, all appears correct, can you please help me
        • Data Capture for Historical Activity (Especially One Lead Downloading Variois reports without Overwriting the info)

          Is there a better way in Zoho CRM to capture and archive a lead’s historical activity—specifically whenever they download reports—so that the data is stored without being overwritten?”
        • Client Script - Updating Field Value in Detail Page of a Lead

          Hello, I'm trying to use Client Script To enrich some data of the Lead when one of my User fill the "City" field in the detail page of the Lead. This is my Script: log (value); var response = ZDK.Apps.CRM.Functions.execute("getInfoCitta", { "nomeCitta":
        • Next Page