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

        • Dynamically Fetching Lookup Field Display Value

          I have an audit trail form, Audit_Changes, that tracks old vs new values across different forms. For lookup fields, the old/new value is the ID, but I also need the display value. What's a best practice for dynamically fetching the display value of the
        • Stop Scrolling, Start Asking: Meet Zia for Your Files

          Hey everyone 👋 The era of 'scrolling and searching' is officially over. Whether it's a dense legal contract or a long meeting recording, searching for specific details is a massive time-sink. We think you should be able to interact with your files, not
        • How do I open MSG files in Microsoft Word?

          If you want to open MSG files in Microsoft Word is not natively supported, as MSG is an email file format created by Microsoft Outlook. However, there are professional approaches to access MSG content in Word. First, open the MSG file in Outlook and copy
        • Unable to charge GST on shipping/packing & Forwarding charges in INDIA

          Currently, tax rates only apply to items. It does not apply tax to any shipping or packing & forwarding charges that may be on the order as well. However, these charges are taxable under GST in India. Please add the ability to apply tax to these charges.
        • How to add packing & forwarding charge in purchase order & quotation???

          Hello Zoho Team I have just started using Zoho for my company and I wanted to make purchase order. My supplier charges fix 2% as packing & forwarding on Total amount of material and then they charge me tax. For example, Material 1 = 100 Rs Material 2
        • How to create a boxplot chart in Zoho Analytics?

          Hi, I'm looking forward to making a boxplot in Zoho Analytics, either with all my data or with a time segmentation. No documentation or YouTube video explaining that was found. I guess this is a feature gap. How feasible would it be to add this to Analytics?
        • What are the create bill API line item requiered fields

          While the following documentation says that the line items array is requiered it doesn't say what if any files are requiered in the array. Does anyone know? API documentation: https://www.zoho.com/inventory/api/v1/bills/#create-a-bill I'm trying to add
        • Budget function?

          Has there been any progress on the development of a budget function in Zoho Books / Invoice? It's impossible to grow/run a business without some kind of budgeting. If I've missed something, apologies, but there seems little point in using Zoho Books without a budgeting function. Otherwise, I'm very impressed with the Zoho apps and the support. Keep up the great work.
        • Connecting Zoho Inventory to ShipStation

          we are looking for someone to help connect via API shipStation with Zoho inventory. Any ideas? Thanks. Uri
        • Where is the settings option in zoho writer?

          hi, my zoho writer on windows has menu fonts too large. where do i find the settings to change this option? my screen resolution is correct and other apps/softwares in windows have no issues. regards
        • Using IMAP configuration for shared email inboxes

          Our customer service team utilizes shared email boxes to allow multiple people to view and handle incoming customer requests. For example, the customer sends an email to info@xxxx.com and multiple people can view it and handle the request. How can I configure
        • When Does WorkDrive integrate with Books?

          When Does WorkDrive integrate with Books?
        • POP mailbox limits

          If I am accessing a remote POP mail server using Zoho Mail is there a mailbox quota for the account or is it all related to my mail account storage limits?
        • Warranty Service and Repair in Zoho FSM

          Hi There, We are a retail store that sells products and also performs installations and repairs. Our field technicians handle this work. Some repairs are covered by manufacturers, who reimburse us for both parts and labour. In these cases, we perform
        • SPF: HELO does not publish an SPF Record

          I am using Zoho mail. Completed all of the required prerequisites from the dashboard to avoid any issues with mail delivery. But when checking on mail-tester.com getting the following error. Can anyone help me solve this?
        • Regarding the integration of Apollo.io with Zoho crm.

          I have been seeing for the last 3 months that your Apollo.io beta version is available in Zoho Flow, and this application has not gone live yet. We requested this 2 months ago, but you guys said that 'we are working on it,' and when we search on Google
        • Actual vs Minimum

          Hi all, I am sure I am not the only one having this need. We are implementing billing on a 30-minute increment, with a minimum of 30 minutes per ticket. My question is, is there a way to create a formula or function to track both the minimum bill vs the
        • Generate leads from instagram

          hello i have question. If connect instagram using zoho social, it is possible to get lead from instagram? example if someone send me direct message or comment on my post and then they generate to lead
        • Kaizen #234 - Automating Deal Handoff with Zia Assistant API, Workflow, Deluge, and Widget in Zoho CRM

          Hello all! Welcome back to a fresh Kaizen week. In this post, we will explore how to automate the deal handoff process in Zoho CRM using Zia Assistant API + Workflow + Deluge + Widgets. Here’s how the final output looks when a deal is reassigned 1. Deal
        • How do you print a refund check to customer?

          Maybe this is a dumb question, but how does anyone print a refund check to a customer? We cant find anywhere to either just print a check and pick a customer, or where to do so from a credit note.
        • Ability to assign Invoice Ownership through Deluge in FSM

          Hi, As part of our process, when a service appointment is completed, we automated the creation of the invoice based on a specific business logic using Deluge. When we do that, the "Owner" of the invoice in Zoho FSM is defaulted to the SuperAdmin. This
        • Enhancement to ICR’s field prompting: Preferred data extraction using advanced field prompting

          Dear Customers, We hope you’re well A quick background Intelligent Character Recognition (ICR) comes as part of Zia’s optical recognition capability called Zia Vision. When we introduced it last April, the data extraction was training-based and was applicable
        • See a list of all records enrolled in a cadence?

          I am looking for a way to see a list of all leads or contact currently enrolled in a cadence. I do not see any way to do this through the cadence UI.
        • Limitation in chart of accounts

          There is a limitation of 4000 accounts in chart of accounts  Zoho needs to remove this limit
        • How do I change the account bank charges are charged to?

          I want bank charges charged to my Credit Card Fees account. Is there a way to do this?
        • Real signature in Zoho Expense PDF report ?

          Hello ! Is there a way to put a real signature on the signature line when a PDF report is generated in Zoho Expense? Through Zoho Sign or another way? Can't seem to make it work.
        • Copy paste settings

          Hello all i have 2 organizations running in ZOHO books in one organization i have customised Tax rates, codes and customized templates instead of manually doing again in org 2 can i have some shortcut to copy paste or export and import??
        • Custom TDS on Vendor Credits via API

          Hi, We are using Zoho Books APIs for posting Bills and vendor credits. We are unable to post custom TDS amount posting vendor credits. Can you please share the API spec and Payload that need to be sent for Custom TDS for Vendor Credits.
        • "Unlink" Advance from Bill without Deleting the Payment Record

          I am writing to highlight a significant workflow issue in Zoho Books (India Edition) regarding Vendor Advances and Bills. The Scenario: I recorded an Advance Payment to a vendor. I matched/reconciled this payment in the Banking module. I received a Bill
        • What is the best way to convert MSG file to Word format?

          The best way to convert MSG files to Word format is by using a reliable and professional tool Aryson MSG file Converter. Manual methods are often time-consuming and may not preserve email formatting, attachments, or metadata accurately. In contrast, Aryson
        • Zoho Projects : Task should auto-update to 'In Progress' if timer started

          Namaskaram. Right now, if a Task's timer is started, the Task stays in 'Not Started' status. One has to manually update it to 'In Progress'. From a #uxdesign standpoint, it is an unnecessarily two step process to start working on a task. It would be better that, if I start the timer on a task, it should automatically change to 'In Progress' status. Crafted with ❤️ Zoho Gurus | Zoho One Practice Team @ CubeYogi Zoho Authorised Partner | 7+ Yrs | 200+ Projects | 100+ Customers
        • Invoice template with sales tax totals

          Hi everyone,  I am trying to edit my invoice template so that only the total sales tax collected for my tax group shows up. Right now, under by sub total, each individual tax shows up and that takes up a lot of unnessary space, so I just want the one
        • Zoho Delayed Posting & Loss of Article Thumbnails on BlueSky

          Hello! I am wondering if anyone else has had the either of the following issues when posting to socials via Zoho and if there is a fix? 1. Post says it is scheduled or it is live when sent off via Zoho but it doesn't show up on socials till some time
        • Connection Not Secure (Certificate Mismatch) Error

          Hi, Just a fyi, when you go to https://bigin.zohocloud.ca/bigin/Home you get a "Your Connection Is Not private" error. (Certificate mismatch to domain.) I get to that page after I have signed up and signed in as a customer and select the Access Bigin
        • Recording the Investment

          Hello, - One Investor Invested to our company, So how do we record investment which we received in our bank in the Zoho books ? - How do we record if we provide shares to the investor in the Zoho books? Thanks
        • Client and Vendor portal at the same time

          We have companies that serve both as clients and vendors and they are linked. However, we have a problem giving them access to the vendor/client portal. If they accept the invitation from the client portal, when we try to invite them to the vendor portal
        • Integrate Multiple ZohoBooks organization with zoho projects

          We have successfully connected our Zoho Books with Zoho Projects for synronizing timesheet data. Our Business specialty is, that the staff of the Main company (A) is working on several projects, but the Clients are sometimes contracted and paying to a
        • Ways to calculate the difference form two years or months

          Hi to everyone I have this request: I need to show the difference or variation from two periods (years or months) whether using a Pivot View or a graph, in this is case is better in a Pivot view. In the pivot view I will have the amount or results from
        • Career site URL - Suggestion to modify URL of non-english job posting

          Hi, I would like to suggest making a few modification to career sites that are not in english. Currently, the URL are a mix of different languages and are very long. It makes for very unprofessional looking URLs... Here is an example of one of our URL
        • Introducing Contract Settings & Backdated Contracts in Zoho Contracts

          We are rolling out updates that give you more control over how contracts are created and managed in Zoho Contracts. From defining default workflows with Contract Settings to aligning agreements with real timelines using Backdated Contracts, these enhancements
        • Next Page