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Zoho Creator Trigger

Overview

Zoho Creator triggers allow you to start workflows automatically when new records are submitted in your Zoho Creator applications. These triggers use a polling mechanism to detect new data entries in your application reports.

Authenticating with Zoho Creator

Before using triggers, connect your Zoho Creator 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 Creator" as the trigger.

Step 2: Configure the Trigger

  1. Select your Zoho Creator Account connection.
  2. Select Webhook as the resource.
  3. Choose the Event you want to listen to.
  4. Enter your Workspace name (application owner name).
  5. Select the Application from the dropdown.
  6. Select the Report to monitor for new records.
  7. Test the trigger to verify it receives data correctly.

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

Available Triggers

New Record Submitted

Triggered when a new record is submitted in any form within a specified report of your Zoho Creator application.

Required Fields:

  • Workspace: The Zoho Creator workspace or application owner name (without spaces). For example: megan9.
  • Application: The Creator application to monitor (auto-populated based on the workspace entered).
  • Report: The report to watch for new records (auto-populated based on the selected application).

Trigger Details:

  • Event: webhook.record
  • Polling Criteria: Timestamp-based on Added_Time field (ISO format).
  • API Endpoint: Fetches records from the selected report, sorted by creation time.
  • Data Returned: Complete record data with all field values as defined in the report, including record ID, added time, modified time, and all custom field values.

Use Cases:

  • Data synchronization between Creator apps and external systems
  • Automated notifications when new entries are submitted
  • CRM and lead management workflows
  • Order processing and fulfillment automation
  • Employee onboarding when new HR records are created
  • Approval workflows triggered by form submissions

Troubleshooting

Common Issues

  • No data received: Ensure the selected report has recently submitted records. Verify the Workspace name, Application, and Report selections are correct.
  • Authentication errors: Reconnect your Zoho Creator account if the access token has expired.
  • Missing Workspace: Enter the correct workspace or application owner name (without spaces).
  • Empty Application/Report dropdown: Verify the workspace name is correct and your account has access to the applications.
  • Rate limits: Zoho Creator API implements rate limiting (typically 2,500–5,000 calls per minute per user depending on plan). Monitor usage to avoid hitting limits.

Support