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Zoho Connect Trigger

Overview​

Zoho Connect triggers allow you to start workflows automatically when specific events occur in your Zoho Connect network. These triggers use a polling mechanism to detect new events, tasks, mentions, and network member activity.

Authenticating with Zoho Connect​

Before using triggers, connect your Zoho Connect account via OAuth 2.0 in Boltic. See the Integration documentation for setup steps.

Setting Up a Trigger​

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 and select "Zoho Connect" as the trigger.

Step 2: Configure the Trigger​

  1. Select your Zoho Connect Account connection.
  2. Select Webhook as the resource.
  3. Choose the Event you want to listen to.
  4. Configure the required parameters (Network ID, and additional fields depending on the event).
  5. Test the trigger to verify it receives data correctly.

Polling Interval: Triggers check for new records every 15 seconds.

Available Triggers​

New Event​

Triggered when a new event is created in your Zoho Connect network.

Required Fields:

  • Network ID: Your Zoho Connect Network (auto-populated).
  • Group IDs: Groups to filter events from (auto-populated based on selected network).

Optional Fields:

  • Start Time: Start time for filtering events. Format: YYYY-MM-DD HH:mm:ss.
  • End Time: End time for filtering events. Format: YYYY-MM-DD HH:mm:ss.
  • Shared with Me: Filter events shared with you.

Trigger Details:

  • Event: webhook.event
  • Polling Criteria: Timestamp-based on created_time field (ISO format).
  • API Endpoint: Fetches upcoming events from the selected network and groups.
  • Data Returned: Event details including title, description, start/end time, attendees, location, and creator information.

Use Cases:

  • Team calendar synchronization
  • Event notification workflows
  • Automated meeting preparation
  • Cross-platform event broadcasting

New Mention​

Triggered when you are mentioned in a post, comment, or task in your Zoho Connect network.

Required Fields:

  • Network ID: Your Zoho Connect Network (auto-populated).

Trigger Details:

  • Event: webhook.mention
  • Polling Criteria: Timestamp-based detection of new mentions.
  • API Endpoint: Fetches mentions from the selected network.
  • Data Returned: Mention details including mention type (post/comment/task), content, mentioned by user, context ID, and timestamp.

Use Cases:

  • Real-time notification routing
  • Task assignment tracking
  • Automated response workflows
  • Activity monitoring and alerts

New Network Member​

Triggered when a new member joins your Zoho Connect network.

Required Fields:

  • Network ID: Your Zoho Connect Network (auto-populated).

Trigger Details:

  • Event: webhook.network_member
  • Polling Criteria: Timestamp-based on created_at field (ISO format).
  • API Endpoint: Fetches organization members from the selected network.
  • Data Returned: Member details including name, email, role, join date, and user profile information.

Use Cases:

  • Employee onboarding workflows
  • Welcome message automation
  • Access provisioning and group assignment
  • HR system synchronization

New Task​

Triggered when a new task is created in your Zoho Connect network that you're involved with (assigned to, created by you, or in a board you follow).

Required Fields:

  • Network ID: Your Zoho Connect Network (auto-populated).

Trigger Details:

  • Event: webhook.task
  • Polling Criteria: Timestamp-based detection of new tasks.
  • API Endpoint: Fetches tasks from the selected network.
  • Data Returned: Task details including title, description, creator, assignees, priority, due date, board/section information, and status.

Use Cases:

  • Task assignment notifications
  • Project management integration
  • Deadline tracking and reminders
  • Workload monitoring and reporting

Troubleshooting​

Common Issues​

  • No data received: Ensure your Zoho Connect network has recent activity matching the trigger event and the correct Network ID is selected.
  • Authentication errors: Reconnect your Zoho Connect account if the access token has expired.
  • Missing Network ID: Make sure you have selected a valid network from the dropdown.
  • Group filter issues: For the New Event trigger, ensure the selected Group IDs contain events within the specified time range.
  • Rate limits: Zoho Connect API implements rate limiting. Monitor usage to avoid hitting limits.

Support​

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