Connect to your Zoho CRM app for OAuth.
To setup your Zoho CRM app in Cobalt for OAuth, you will need the following credentials from your Zoho Developer Console:
To create a Zoho CRM app and acquire the above mentioned credentials, please follow the steps mentioned below:
+ Add Client
button in the right and select Server-based Applications
button.Apps catalog
in Cobalt > Search for Zoho
> Settings
> Use your credentials
> Callback Url
> Copy it.Authorized Redirect URIs
and click on the Create
button.Client Secret
tab in the app and copy the Client ID and Client Secret.App settings page lets you configure the authentication settings for an OAuth2
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, the app will now request for access of the mentioned scopes.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.
Once the above setup is completed, you can create orchestrations of your use-cases using Zoho CRM actions and triggers. Following are the set of Zoho CRM actions and triggers supported by Cobalt.
Account
Contact
Deal
Lead
Note
Task
Others
Account
Contact
Deal
Lead
Note
Task
Others
Connect to your Zoho CRM app for OAuth.
To setup your Zoho CRM app in Cobalt for OAuth, you will need the following credentials from your Zoho Developer Console:
To create a Zoho CRM app and acquire the above mentioned credentials, please follow the steps mentioned below:
+ Add Client
button in the right and select Server-based Applications
button.Apps catalog
in Cobalt > Search for Zoho
> Settings
> Use your credentials
> Callback Url
> Copy it.Authorized Redirect URIs
and click on the Create
button.Client Secret
tab in the app and copy the Client ID and Client Secret.App settings page lets you configure the authentication settings for an OAuth2
based application. For your customers to provide you authorization to access their data,
they would first need to install your application. This page lets you set up your application credentials.
Provide the acquired Client ID and Client Secret under Settings of the app and save it.
Cobalt lets you configure what permissions to ask from your users while they install your application. The scopes can be added or removed from the App settings page, under Permissions & Scopes
section.
For some applications Cobalt sets mandatory scopes which cannot be removed. Additional scopes can be selected from the drop down. Cobalt also has the provision to add any custom scopes supported by the respective platform.
Once the scopes has been added to the application in Cobalt, the app will now request for access of the mentioned scopes.
If you are facing scopes missing or invalid scope error. Make sure you are not passing any custom scope not supported by the platform.
Once the above setup is completed, you can create orchestrations of your use-cases using Zoho CRM actions and triggers. Following are the set of Zoho CRM actions and triggers supported by Cobalt.
Account
Contact
Deal
Lead
Note
Task
Others
Account
Contact
Deal
Lead
Note
Task
Others