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Zoho Connect Integration

Overview​

Zoho Connect is an enterprise social collaboration platform that helps teams connect, share ideas, and stay up-to-date with what's happening across the organization. This integration allows you to manage group memberships, create events and tasks, and invite users to your network directly from Boltic workflows.

Authenticating with Zoho Connect​

Step 1: Set Up OAuth 2.0​

  • Log in to your Zoho account and navigate to the Zoho Developer Console.
  • Create a new client or use an existing one to obtain your Client ID and Client Secret.

Step 2: Configure the Connection in Boltic​

  • Log in to your Boltic account and navigate to the "Integrations" page from Left Navigation.
  • Click on the "Sources" Panel and then click on "Add new Source".
  • Select or filter the "Zoho Connect" Connector.
  • Enter the integration name and description.
  • Click on the "Connect Zoho Connect Account" button, which will redirect you to the Zoho authorization page.
  • Sign in with your Zoho credentials and grant the requested scopes (zohopulse.networklist.ALL, zohopulse.networkAdmin.CREATE, zohopulse.grouplist.CREATE, zohopulse.userDetail.READ, zohopulse.events.ALL, zohopulse.tasks.ALL).
  • Once the Connect button indicator turns green, click "Save" — your OAuth tokens are now securely stored.

Using Zoho Connect with Boltic​

Step 1: Create a New Workflow​

  • Log in to your Boltic account and navigate to the "Workflows" page from Left Navigation.
  • Click on the "Create New Workflow" button.
  • Add a Zoho Connect action node to your workflow.

Step 2: Configure the Actions​

Select a resource (Group, Event, Task, or Network) and then choose from the available operations:

  • Add Member to Group: Add one or more members to an existing group in your network.
  • Create Event: Create a new event (public or private) in your network.
  • Create Task: Create a task with assignees, priority, reminders, and checklists.
  • Invite User to Network: Invite users via email to join your Zoho Connect network.

Available Actions​

Add Member to Group​

Adds one or more members to an existing group within your Zoho Connect network.

Required Fields:

  • Network: The network to which the group belongs (auto-populated).
  • Group: The group to add members to (auto-populated based on selected network).
  • Members: One or more members to add to the group (auto-populated based on selected network; multiselect).

Create Event​

Creates a new event in your Zoho Connect network. Supports both public and private events with full scheduling, attendee, and recurrence options.

Required Fields:

  • Network: The network where the event will be created (auto-populated).
  • Title: Event title.
  • Start Year: Start year (YYYY).
  • Start Month: Start month (MM).
  • Start Date: Start date (DD).
  • Start Hour: Start hour in 24-hour format.
  • Start Minute: Start minute.
  • End Year: End year (YYYY).
  • End Month: End month (MM).
  • End Date: End date (DD).
  • End Hour: End hour in 24-hour format.
  • End Minute: End minute.

Optional Fields:

  • Description: Event description.
  • Location: Event location or meeting room address.
  • Private Event: Whether this is a private event — Yes or No (default: Yes).
  • All Day: Whether this is an all-day event.
  • Invited Members: Select members to invite (shown when event is not private; multiselect, auto-populated based on network).
  • Partition / Group: Group or calendar where the event will be added (shown when event is not private; auto-populated based on network).
  • Invited Groups: Groups to invite to the event (shown when event is not private; multiselect, auto-populated based on network).
  • Interval Day: Interval in days for recurring events — 0, 1, 2, or 7.
  • Interval Minute: Interval in minutes for recurring events — 5, 15, 30, 60, or 120.
  • Interval Hour: Interval in hours for recurring events — 0 to 23.
  • File IDs: Comma-separated file IDs to attach (up to 10 files).

Create Task​

Creates a task in your Zoho Connect network with assignees, priority, due dates, reminders, checklists, tags, and file attachments.

Required Fields:

  • Network: The network where the task will be created (auto-populated).
  • Title: Task title (max 100 characters).
  • Priority: Task priority — None, Low, Medium, or High.

Optional Fields:

  • Description: Task description (max 5000 characters).
  • Assignees: Users to assign the task to (multiselect, auto-populated based on network).
  • Due Year: Due year (YYYY).
  • Due Month: Due month (MM).
  • Due Date: Due date (DD).
  • Self Reminder: Enable reminder for yourself.
  • Reminder Year: Reminder year (YYYY) — shown when Self Reminder is enabled.
  • Reminder Month: Reminder month (MM) — shown when Self Reminder is enabled.
  • Reminder Day: Reminder day (DD) — shown when Self Reminder is enabled.
  • Reminder Hour: Reminder hour in 24-hour format — shown when Self Reminder is enabled.
  • Reminder Minute: Reminder minute — shown when Self Reminder is enabled.
  • Checklist: Comma-separated checklist items (max 10 items, total max 200 characters).
  • File IDs: Comma-separated file IDs to attach (up to 10 files).
  • Tags: Comma-separated tag names.

Invite User to Network​

Sends email invitations to one or more users to join your Zoho Connect network, optionally adding them to specific groups.

Required Fields:

  • Network: The network to invite users to (auto-populated).
  • Group: Groups to add the invited users to (multiselect, auto-populated based on network).
  • Emails: Email addresses of the users to invite, separated by commas (1 to 1000 addresses).

Troubleshooting​

Common Errors​

  • 400 Bad Request: Invalid parameters or missing required fields. Verify all required fields are provided.
  • 401 Unauthorized: Invalid or expired authentication token. Reconnect your Zoho Connect account.
  • 403 Forbidden: Insufficient permissions. Check your OAuth scopes.
  • 404 Not Found: Network, group, or user not found. Verify the Network ID and Group ID.
  • 429 Too Many Requests: Rate limit exceeded. Implement retry logic with backoff.

Support​

  • Contact Boltic support for assistance with connecting Zoho Connect to Boltic.
  • Check Zoho Connect API documentation at https://www.zoho.com/connect/api/ for detailed technical information.