Zoho Inventory

The Zoho Inventory modules allow you to create, update, list, and/or delete contacts, contact persons, estimates, item groups, items, adjustments, and sale orders in your Zoho Inventory account.

Prerequisites

  • A Zoho Inventory account

In order to use Zoho Inventory with Make, it is necessary to have a Zoho Inventory account. If you do not have one, you can create a Zoho Inventory account at https://www.zoho.com/in/inventory/signup/.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Zoho Inventory to Make

To connect your Zoho Inventory account to Make, you need to obtain your Organization ID and region.

  1. Log into your Zoho Inventory Account.

  2. Open your profile menu in the top-right corner.

  3. Click on the Manage button next to the My Organizations section.

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  4. Copy the Organization ID to the clipboard.

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  5. Go to Make and open the Zoho Inventory module's Create a connection dialog.

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  6. Enter the Auth Token. You can get the Auth Token by clicking the link below the field.

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  7. Generate and copy the Auth Token.

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  8. Go to Make and enter the copied Auth Token in the Zoho Inventory module's Create a connection dialog.

  9. Enter the Organization ID you have copied in step 4 to the respective field.

  10. Select the region of your Zoho Invoice account. If the URL of your account is e.g. https://inventory.zoho.eu, then select the EU option.

  11. Click the Continue button.

Confirm the dialog by clicking the Accept button.

The connection has been established.

Contact

Triggers when a new contact is created or updated.

Connection

Establish a connection to your Zoho Inventory account.

Watch

Select which kind of contacts you want to watch for:

  • Created Date

  • Updated Date

Filter By

Select an option to filter the items you want to list:

  • Status All

  • Status Active

  • Status Inactive

  • Status Duplicate

  • Status CRM

Limit

The maximum number of contacts Make should return during one scenario execution cycle.

Lists contacts based on filter settings.

Connection

Establish a connection to your Zoho Inventory account.

Filter

Select how you will search the contacts you want to list:

  • Name

  • Description

  • Rate

OR

Enter the first few letters of the item to search.

Filter By

Select an option to filter the items you want to list:

  • Status All

  • Status Active

  • Status Inactive

  • Status Duplicate

  • Status CRM

Sort Column

Select how you will sort the contacts:

  • Contact Name

  • First Name

  • Last Name

  • Email

  • Outstanding Receivable Amount

  • Created Time and Last Modified Name

Limit

The maximum number of contacts Makeshould return during one scenario execution cycle.

Gets details of a contact.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID whose details you want to retrieve.

Creates a contact with given information.

Required Permissions: ZohoInventory.contacts.CREATE, ZohoInventory.settings.READ

Connection

Establish a connection to your Zoho Inventory account.

Contact Name

Enter the contact name.

Contact name can either be a company name or a person name.

Currency ID

Select the Currency ID of the contact.

Company Name

Enter the company name of the contact.

Net Payment Terms

Enter the payment terms applicable for the contact.

Website

Enter the website URL of the contact.

Language Code

Select the language code of the contact.

Remark

Enter any comments for the payment made by the contact.

Facebook Profile Account

Enter the Facebook account URL of the contact.

Twitter Profile Account

Enter the Twitter account URL of the contact.

Recipient

Enter the recipient name residing at the address.

Address

Enter the billing address of the contact.

Street

Enter the street name of the contact.

City

Enter the city name of the contact.

State

Enter the state name of the contact.

Zip

Enter the zip code of the contact's address.

Country

Enter the country name of the contact.

Fax

Enter the fax information of the contact.

Phone

Enter the phone number of the contact.

Recipient

Enter the recipient name residing at the address.

Address

Enter the shipping address of the contact

Street

Enter the street name of the contact.

City

Enter the city name of the contact.

State

Enter the state name of the contact.

Zip

Enter the zip code of the contact's address.

Country

Enter the country name of the contact.

Fax

Enter the fax information of the contact.

Phone

Enter the phone number of the contact.

Contact Persons

Add the contact person for the contact:

  • Salutation Select the salutation for the contact person.

  • First Name Enter the first name of the contact person.

  • Last Name Enter the first name of the contact person.

  • Email Enter the email address of the contact person.

  • Mobile Enter the mobile number of the contact person.

  • Mark as Primary Contact Select Yes if this is the primary contact person details:

    • Yes

    • No

    • Not defined

Updates an existing contact. To delete a contact person remove it from the contact persons list.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact you want to update.

Contact Name

Enter the contact name.

Contact name can either be a company name or a person name.

Currency ID

Select the Currency ID of the contact.

Company Name

Enter the company name of the contact.

Net Payment Terms

Enter the payment terms applicable for the contact.

Website

Enter the website URL of the contact.

Language Code

Select the language code of the contact.

Remark

Enter any comments for the payment made by the contact.

Facebook Profile Account

Enter the Facebook account URL of the contact.

Twitter Profile Account

Enter the Twitter account URL of the contact.

Recipient

Enter the recipient name residing at the address.

Address

Enter the billing address of the contact.

Street

Enter the street name of the contact.

City

Enter the city name of the contact.

State

Enter the state name of the contact.

Zip

Enter the zip code of the contact's address.

Country

Enter the country name of the contact.

Fax

Enter the fax information of the contact.

Phone

Enter the phone number of the contact.

Recipient

Enter the recipient name residing at the address.

Address

Enter the shipping address of the contact

Street

Enter the street name of the contact.

City

Enter the city name of the contact.

State

Enter the state name of the contact.

Zip

Enter the zip code of the contact's address.

Country

Enter the country name of the contact.

Fax

Enter the fax information of the contact.

Phone

Enter the phone number of the contact.

Contact Persons

Add the contact person for the contact:

  • Salutation Select the salutation for the contact person.

  • First Name Enter the first name of the contact person.

  • Last Name Enter the first name of the contact person.

  • Email Enter the email address of the contact person.

  • Mobile Enter the mobile number of the contact person.

  • Mark as Primary Contact Select Yes if this is the primary contact person details:

    • Yes

    • No

    • Not defined

Deletes an existing contact.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact you want to delete.

Marks a contact as active or inactive.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID you want to make active or inactive.

Select Active or Inactive

Select the action you want to mark for the contact:

  • Active

  • Inactive

Contact Person

Lists all contact persons with pagination.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact person you want to list.

Limit

The maximum number of contact persons Make should return during one scenario execution cycle.

Gets the details of a contact person.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact person whose details you want to retrieve.

Contact Person ID

Select the Contact Person ID whose details you want to retrieve.

Creates a contact person for a contact.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact person.

First Name

Select the first name of the contact person.

Last Name

Select the last name of the contact person.

Salutation

Select the applicable salutation of the contact person.

Email

Enter the email address of the contact person.

Phone

Enter the phone number of the contact person.

Mobile

Enter the mobile number of the contact person.

Skype ID

Enter the Skype ID of the contact person.

Designation

Enter the position of the contact person.

Department

Enter the department of the contact person.

Enable Portal

Select Yes if this contact person can access the portal:

  • Yes

  • No

  • Not defined

Updates details of an existing contact person.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact person you want to update.

Contact Person ID

Select the Contact Person ID you want to update

First Name

Select the first name of the contact person.

Last Name

Select the last name of the contact person.

Salutation

Select the applicable salutation of the contact person.

Email

Enter the email address of the contact person.

Phone

Enter the phone number of the contact person.

Mobile

Enter the mobile number of the contact person.

Skype ID

Enter the Skype ID of the contact person.

Designation

Enter the designation of the contact person.

Department

Enter the department of the contact person.

Enable Portal

Select Yes if this contact person can access the portal:

  • Yes

  • No

  • Not defined

Deletes an existing contact person.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact person you want to delete.

Contact Person ID

Select the Contact Person ID of the contact person you want to delete.

Marks a contact person as the primary contact.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID of the contact person which you want to make the primary contact.

Contact Person ID

Select the Contact Person ID you want to mark as the primary contact.

Item Group

Triggers when a new item group is created or updated.

Connection

Establish a connection to your Zoho Inventory account.

Watch

Select which kind of invoices you want to watch for:

  • Created Date

  • Updated Date

Limit

The maximum number of item groups Make should return during one scenario execution cycle.

List all the item groups that are present in the Zoho Inventory Organization.

Connection

Establish a connection to your Zoho Inventory account.

Limit

The maximum number of item groups Make should return during one scenario execution cycle.

Gets the details of an item group.

Connection

Establish a connection to your Zoho Inventory account.

Item Group ID

Select the Item Group ID whose details you want to retrieve.

Creates an item group.

Connection

Establish a connection to your Zoho Inventory account.

Group Name

Enter the name of the item group.

Unit

Enter the measurement unit to measure the item group.

Description

Enter the details of the item group.

Manufacturer

Enter the manufacturer name of the item group.

Brand

Enter the brand name of the item group.

Tax ID

Select the Tax ID applicable for the item group.

Items

  • Name Enter the name of the item.

  • Selling Price (Rate) Enter the sale price of the item.

  • Purchase Price (Purchase Rate) Enter the price for which the item is purchased.

  • Reorder Level Enter the order of the item in the group.

  • Initial Stock Enter the initial quantity of the item.

  • Initial Stock Rate Enter the price of the initial quantity of the item.

  • Stock Keeping Unit (SKU) Select the quantity of the items keeping as stock.

  • International Article Number (EAN) Enter the unique EAN value of the item.

  • Universal Product Code (UPC) Enter the 12-digit UPC of the item.

  • International Standard Book Number (ISBN) Enter the unique ISBN value of the item.

Updates the details of an existing item group.

Connection

Establish a connection to your Zoho Inventory account.

Item Group ID

Select the Item Group ID of the item group you want to update.

Group Name

Enter the new name for the item group.

Unit

Enter the measurement unit to measure the item group.

Description

Enter the details of the item group.

Manufacturer

Enter the manufacturer name of the item group.

Brand

Enter the brand name of the item group.

Tax ID

Select the Tax ID applicable for the item group.

Deletes an item group.

Connection

Establish a connection to your Zoho Inventory account.

Item Group ID

Select the Item Group ID of the item group you want to delete.

Item

Triggers when a new item is created or updated.

Connection

Establish a connection to your Zoho Inventory account.

Watch

Select which kind of items you want to watch for:

  • Created Date

  • Updated Date

Limit

The maximum number of item Makeshould return during one scenario execution cycle.

Lists all the items present in the Zoho inventory.

Connection

stablish a connection to your Zoho Inventory account.

Limit

The maximum number of item Makeshould return during one scenario execution cycle.

Gets the details of an item.

Connection

Establish a connection to your Zoho Inventory account.

Item ID

Select the Item ID of the item whose details you want to retrieve.

Creates a new item.

Connection

Establish a connection to your Zoho Inventory account.

Name

Enter the name of the item.

Stock Keeping Unit(SKU)

Enter the quantity of the items keeping as stock.

Unit

Enter the measurement unit in to measure the item.

Product Type

Select the product type of the item.

  • Goods

  • Services

Group ID

Select the Group ID of the item.

Brand

Enter the brand name of the item.

Manufacturer

Enter the manufacturer name of the item.

International Article Number (EAN)

Enter the unique EAN value of the item.

Universal Product Code (UPC)

Enter the 12-digit UPC of the item.

International Standard Book Number (ISBN)

Enter the unique ISBN value of the item.

Manufacturing Part Number (MPN)

Enter the MPN of the item.

Length

Enter the length of the item.

Unit of length must be in cm.

Width

Enter the width of the item.

Unit of length must be in cm.

Height

Enter the height of the item.

Unit of length must be in cm.

Weight

Enter the weight of the item.

Unit of length must be in kg.

[Sales] - Selling Price (Rate)

Enter the selling price of the item.

[Sales] - Description

Enter the details of the item for sales.

[Sales] - Tax ID

Select the Sales Tax ID of the item.

[Purchase] - Purchase Price (Purchase Rate)

Enter the purchasing price of the item.

[Purchase] - Purchase Description

Enter the details of the purchase.

[inventory] - Opening Stock

Enter the number of units of item.

[inventory] - Opening Stock Value

Enter the opening stock value of the item.

[inventory] - Reorder Level

Enter the reorder of the item.

Updates an item.

Connection

Establish a connection to your Zoho Inventory account.

Item ID

Select the Item ID of the item you want to update.

Name

Enter the name of the item.

Stock Keeping Unit(SKU)

Enter the quantity of the items keeping as stock.

Unit

Enter the measurement unit in to measure the item.

Product Type

Select the product type of the item.

  • Goods

  • Services

Group ID

Select the Group ID of the item.

Brand

Enter the brand name of the item.

Manufacturer

Enter the manufacturer name of the item.

International Article Number (EAN)

Enter the unique EAN value of the item.

Universal Product Code (UPC)

Enter the 12-digit UPC of the item.

International Standard Book Number (ISBN)

Enter the unique ISBN value of the item.

Manufacturing Part Number (MPN)

Enter the MPN of the item.

Length

Enter the length of the item.

Unit of length must be in cm.

Width

Enter the width of the item.

Unit of width must be in cm.

Height

Enter the height of the item.

Unit of height must be in cm.

Weight

Enter the weight of the item.

Unit of weight must be in kg.

[Sales] - Selling Price (Rate)

Enter the selling price of the item.

[Sales] - Description

Enter the details of the item for sales.

[Sales] - Tax ID

Select the Sales Tax ID of the item.

[Purchase] - Purchase Price (Purchase Rate)

Enter the purchasing price of the item.

[Purchase] - Purchase Description

Enter the details of the purchase.

[inventory] - Opening Stock

Enter the number of units of the item.

[inventory] - Opening Stock Value

Enter the opening stock value of the item.

[inventory] - Reorder Level

Enter the reorder of the item.

Item Adjustment

Triggers when a new item adjustment is created or updated.

Connection

Establish a connection to your Zoho Inventory account.

Watch

Select which kind of item adjustment you want to watch for:

  • Created Date

  • Updated Date

Limit

The maximum number of item adjustments Make should return during one scenario execution cycle.

List all the item adjustments present in Zoho Inventory.

Connection

Establish a connection to your Zoho Inventory account.

Limit

The maximum number of item adjustments Make should return during one scenario execution cycle.

Gets the details of an item adjustment.

Connection

Establish a connection to your Zoho Inventory account.

Inventory Adjustments ID

Select the Inventory Adjustment ID whose details you want to retrieve.

Creates a new item adjustment.

Connection

Establish a connection to your Zoho Inventory account.

Date

Select the date on which you are creating the item adjustment.

Reason

Select the reason for the item adjustment.

Adjustment Type

Select the new item adjustment type:

  • Quantity

  • Value Only

Reference number

Select the reference number of the item adjustment.

Description

Enter the details of the item adjustment.

Line Items

Add the line items:

  • Item ID Select the Item ID

  • Quantity adjusted Applicable only when the Item Adjustment type is selected as Quantity. Enter the quantity of the item adjustment.

  • Unit Select the measuring unit of the item.

  • Warehouse ID Select the Warehouse ID of the item.

Deletes an item adjustment.

Connection

Establish a connection to your Zoho Inventory account.

Item Adjustment ID

Select the Item Adjustment ID you want to delete.

Marks an item status as active or inactive.

Connection

Establish a connection to your Zoho Inventory account.

Item ID

Select the Item ID of the item that you want to mark as active or inactive.

Select Active or Inactive

Select the option to mark the item:

  • Active

  • Inactive

Sales Order

Triggers when a new sales order is created or updated.

Connection

Establish a connection to your Zoho Inventory account.

Watch

Select which kind of contacts you want to watch for:

  • Created Date

  • Updated Date

Limit

The maximum number of sales orders Make should return during one scenario execution cycle.

Lists all the available Sales Orders in your Zoho Inventory account.

Connection

Establish a connection to your Zoho Inventory account.

Limit

The maximum number of sales orders Make should return during one scenario execution cycle.

Gets the details of a sales order.

Connection

Establish a connection to your Zoho Inventory account.

Salesorder ID

Select the Salesorder ID whose details you want to retrieve.

Creates a new sales order in Zoho Inventory.

Connection

Establish a connection to your Zoho Inventory account.

Contact ID

Select the Contact ID for whom the sales order is being created.

Salesorder number

Enter the Sales Order Number.

Date

Select the date on which the sales order is created.

Shipment date

Select the shipment date of the sales order.

Line items

Add the line items:

  • Item ID Select the Item ID of the item you want to add.

  • Rate Enter the price of the item.

  • Quantity Enter the quantity of the item.

  • Description Enter the details of the item.

  • Tax ID Select the Tax ID of the item.

Reference number

Select the reference number of the item adjustment.

Discount

Enter the percentage of discount applicable on the sales order.

Discount before tax

Select if the discount is before applying the tax.

Discount type

Select the discount type for this sales order:

  • Entity Level

  • Item Level

Shipping charge

Enter the shipping charges applicable for this sales order.

Delivery method

Enter the delivery method of this shipment.

Adjustment charge

Enter the applicable amount adjusted on this total sales order.

Adjustment description

Enter the details of the adjustment.

Exchange rate

Enter the exchange rate of currency applicable for this sales order.

Notes

Enter the details of the sales order.

Terms and Conditions

Enter the terms and conditions of this sales order.

Pricebook ID

Select the Pricebook ID of the sales order.

Salesperson ID

Enter the Salesperson ID responsible for this sales order.

Updates a sales order.

Connection

Establish a connection to your Zoho Inventory account.

Salesorder ID

Select the Salesorder ID you want to update.

Contact ID

Select the Contact ID for whom the sales order is being created.

Salesorder number

Enter the Sales Order Number.

Date

Select the date on which the sales order is created.

Shipment date

Select the shipment date of the sales order.

Line items

Add the line items:

  • Item ID Select the Item ID of the item you want to add.

  • Rate Enter the price of the item.

  • Quantity Enter the quantity of the item.

  • Description Enter the details of the item.

  • Tax ID Select the Tax ID of the item.

Reference number

Select the reference number of the item adjustment.

Discount

Enter the percentage of discount applicable on the sales order.

Discount before tax

Select if the discount is before applying the tax.

Discount type

Select the discount type for this sales order:

  • Entity Level

  • Item Level

Shipping charge

Enter the shipping charges applicable for this sales order.

Delivery method

Enter the delivery method of this shipment.

Adjustment charge

Enter the applicable amount adjusted on this total sales order.

Adjustment description

Enter the details of the adjustment.

Exchange rate

Enter the exchange rate of currency applicable for this sales order.

Notes

Enter the details of the sales order

Terms & Conditions

Enter the terms and conditions of this sales order.

Pricebook ID

Select the Pricebook ID of the sales order.

Salesperson ID

Enter the Salesperson ID responsible for this sales order.

Deletes a sales order.

Connection

Establish a connection to your Zoho Inventory account.

Salesorder ID

Select the Salesorder ID you want to delete.

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Zoho Inventory account.

URL

Enter a path relative to https://inventory.zoho.com/api. e.g./v1/salesorders

For the list of available endpoints, refer to the Zoho Inventory API Documentation.

Method

Select the HTTP method you want to use:

GET

to retrieve information for an entry.

POST

to create a new entry.

PUT

to update/replace an existing entry.

PATCH

to make a partial entry update.

DELETE

to delete an entry.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Following API call returns all contacts:

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Matches of the search can be found in the module's Output under Bundle > Body > contacts.

In our example, 4 contacts were returned:

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