If you need to figure out how to access the necessary credentials, head here for a detailed walk through.
Let's first select the source from the list of taps in hotglue for this flow.
Go ahead and search for the Zoho source and click the Connect button.
Now that we have selected Zoho as a source, we are going to put in the OAuth Client ID and the OAuth Client Secret. If you don't know where to get these credentials, you can learn where to find them here.
Once you've entered your OAuth credentials, click the Save button.
You will then be asked to connect your own testing Zoho credentials. Go ahead and fill these in and click Save.
You will then be asked to Accept the permissions of the OAuth app. Go ahead and do that here.
And that's it! You have successfully enabled the Zoho integration.
You now have added Zoho as a data source for your flow. Next, you need to configure the mapping for your Zoho data. Click on the field map button to get started.
You can now select the data you want to pull from Zoho. To edit the fields for an object you want to pull, use the corresponding gear icon.
You can now select specific fields identified in each object to map in the Field Editor. Once you have selected which fields you want, you click confirm.
Once you are done mapping any of the fields you want, you click save, and you have finished configuring your mappings!
You have now set up your Field Map for your Zoho integration!
The first thing that you need to do to get your Zoho OAuth credentials is to head to the Zoho API Console. Make sure that you go ahead and sign into Zoho in the top right hand corner. If you do not have a Zoho account, you will be prompted to create one.
Once you're on the Zoho API Console, select the Get Started button.
On the Choose a Client Type page, you want to select the Server-based Applications option.
Name the Client the name of your app, input your websites home page URL, and set the Authorized Redirect URIs to:
Once done, click the Create button.
Now you have your Client ID and your Client secret! Go ahead and copy these into hotglue.
Updated 5 months ago