Custom API Integration with CRM and Zoho Creator

In this tutorial, we guide you through the advanced integration techniques between Zoho CRM and Creator, focusing on custom API connections and setting up a two-way sync for custom modules and fields.
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0:00 Intro
2:07 Setup A Workflow Inside Zoho CRM
27:41 Setup A Workflow Inside Zoho Creator
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[@fafelo30]

I am a Zoho Certified Business user but next week I will try Stage 2 Developer Associate, I have practiced the 23 videos from this series to reinforce my understanding. Thanks, Zenatta Team!

[@jorgemarcichaguilera3621]

Awesome information, I'm starting with Zoho Creator and this video has been very useful, thanks a lot!

[@DariaReznikova-uf7wx]

Say hello! Suggest, is it possible to connect Zoho Recruite by API with the site and our own design? In the interface, I see only Forms, and the possibility to create a website, but there everything is based on templates, and we want to use our design

[@user-dh3ht9yo9m]

Follow up question to a great video: how would you make this work with a custom module? The integration field is used, but custom modules aren't an option. Would you just create two fields, one to hold the crm record id, and one to hold the record name? Thanks!

[@user-tz9co3hy8r]

hi there - when attempting to edit the argument in argument mapping to set AccountID to the merge field, I only have options to select the "type" from a picklist of (int, string, date, float, bool) -- any advice on what configuration steps I need to take to be able ot enter an actual value?

[@user-tz9co3hy8r]

Never mind; watched Greg's intro videos and am covered now that I understand how to invoke the dynamic argument prompts; thanks for the great stuff!

[@davidthornton7603]

What prevents this from resulting in an endless loop where a record update in CRM invokes a record update in Creator which invokes a record update in CRM which invokes a record update in Creator…

[@JoshOliver1]

Good question! and it is definitely something you should be careful with. The reason why a loop does not occur with the method I display is that I am not triggering CRM workflows when running my creator function. To trigger CRM workflows you need to append additional parameters to the integrated function. {"trigger": {"workflow","blueprint","approval"}}.
ex: zoho.crm.updaterecord("Contacts", contactid, {"trigger": {"workflow","blueprint","approval"}}).
As long as those parameters are not appended to the function, it should not trigger the workflows in the CRM when the API is called. Which will prevent the loop from occurring.
If you do want to trigger the workflows, then you will need to add logic in the function to check a date-time field to see when the last update occurred to prevent the function from running if it has already run within the last 30 seconds or so.
I hope that helps!

[@davidthornton7603]

Yes. Thanks for the detailed explanation (and video).