Setting up Zoho CRM Node JS SDK (self client)

In this video, I explain how to set up the Node JS SDK for getting data out of your own CRM using a self client. Note that if you're wanting to integrate with your own CRM, it is far easier to use serverless custom functions. Check out • Serverless Custom Func...
Companion repo: github.com/Ethical-Technology...

[@irfanabbas807]

Thank you very much :) got stuck in documentation from past 2 days.

[@MarexArtB]

I think it should be emphasized that for most cases when using your own CRM it is much easier to use Zoho functions (with e.g. node and axios). I found your video in the comments and it saved me. Thank you! Link to your video: th-cam.com/video/FAWgP7pqsdU/w-d-xo.html

[@andrii_suprun_ua]

Thanks!!!

[@cacowen]

Thanks for the video and code repo. Their documentation is very poor and lacks key details. This came at just the right time :) I will have to tweak it a bit for the txt file to be written from a Secrets Manager secret as I am using this in a Lambda function and do not want those details in the source code. Thanks again.

[@SMSinZohoCRM]

Let me know how you get on with using secrets manager. I'm not 100% sure how self client works. If it still generates temporary tokens that expire and must be refreshed, I'm not sure that it would work with secrets manager. If the self client creds you generate initially are always valid, that would work fine and definitely be a more secure way of storing the secrets :)
By the way if you run into trouble, I'd recommend looking at serverless custom functions instead. th-cam.com/video/FAWgP7pqsdU/w-d-xo.html
This is what I normally use to communicate with the CRM API.

[@cacowen]

@@SMSinZohoCRM Yeah. I thought using the zoho crm sdk was the more appropriate way to do it. But the functions seem to do the job more reliably. The trouble I am having now is that the credentials seem to not work after some time. That whole sdk is not very friendly. Thanks for the suggestion.

[@SMSinZohoCRM]

@@cacowen you mean the oauth credentials? Yeah that would be due to tokens expiring. It should automatically generate a refresh token but not sure whether your lambda function will be able to do that without persistent storage. Maybe look at using EFS/S3 to persist the token file.

[@cacowen]

@@SMSinZohoCRM Since the refresh token basically never expires I am storing the initial content of the oauthtokens.txt file in a secret along with the config data. When the lambda initiates it will grab the content of that secret. secret.config will be what gets sent to zoho when initialized, secret.tokens will be used to generate the oauthtokens.txt. the initial access token will most likely be invalid, but then it will use the refresh token to generate a new one that will be good for as long as the lambda is alive. I am unable to use the custom functions as the plan I am building this for does not support them. :( Thank you again for the path forward. I was nearly to the point of ditching the sdk and going with a full curl approach.

[@salimshamim3851]

ZCRMRestClient.initialize(..) is not a function, has the API changed ?

[@aswinrajasekharan792]

same error getting for me to ??, have you solved this error, if yes please help me ?

[@codebycarlos]

@@aswinrajasekharan792 same been spending the last 6 hours on this!!

[@TahirHussain-ep9us]

did you fix it? if yes please tell me...

[@TahirHussain-ep9us]

@@aswinrajasekharan792 did you fix it? if yes please tell me...help me

[@manideep9546]

can we get data from zoho surveys also using this ?

[@SMSinZohoCRM]

No this video is only about the Zoho CRM API

[@atbui4495]

Hi, can you give me an example code?
Thanks

[@SMSinZohoCRM]

It's in the description: th-cam.com/users/redirect?q=https%3A%2F%2Fgithub.com%2FEthical-Technology%2Fzoho-crm-node-js-example&v=7AgEkotjpgQ&redir_token=QUFFLUhqazdZdDhpc040YzB6NXdpTmpLaWw2TDJtd0w3Z3xBQ3Jtc0trMC1WQmZZLWt5WXBDcXprU1hxdHF2ZzI2eks5V3JsdVZNSzlyYUUwUTRQQkxmVDhleDFaZ2RUazhuQzg2dFdjQXBidlg2RkVBb3hmWVRIMHRtV1FDTDJhUWxnMzdKWTFTa1VNYWl6VVBXbWtERUZBbw%3D%3D&event=video_description

[@atbui4495]

@@SMSinZohoCRM thank you so much :D

[@atbui4495]

@@SMSinZohoCRM Hi, I have a problem: "Missing configuration for Zoho OAuth service: client_id". Can you explain to me?. Thanks again.

[@SMSinZohoCRM]

@@atbui4495 try watching the video again. If you can't figure it out, contact zoho support

[@shivamraval9164]

without sourcecode phir to rehne dete