Zoho Creator

The Zoho Creator modules enable you to monitor and list applications or records in your Zoho Creator account.

Getting Started with Zoho Creator

Prerequisites

  • A Zoho Creator account

In order to use Zoho Creator with Make, it is necessary to have a Zoho Creator account. If you do not have one, you can create a Zoho Creator account at www.zoho.com/creator/.

Note

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

Connecting Zoho Creator to Make

To connect your Zoho Creator account to Make, you'll need to provide your Owner Name in the Create a connection dialog.

  1. Go to Make and open the Zoho Creator module's Create a connection dialog.

  2. Select the region of the Zoho domain you are using for your Zoho Creator account.

  3. Enter the Owner Name. You can obtain the Owner Name from the URL: <https://creatorapp.zoho.eu/<ownername>/<applicationname>/...>

    Click the Continue button to establish the connection.

    61d6bf26e0856.gif
  4. After you click the Continue button, Make will redirect you to the Zoho website, where you will be prompted to grant Make access to your account.

    Confirm the dialog by clicking the Accept button.

    61d6bf292cb68.png

The connection to your Zoho account has been established, and you can proceed with setting up the module.

Record

Retrieves record details of the specified report of a Zoho Creator application when a new record is added or an existing record is modified.

Required Permissions: ZohoCreator.meta.application.READ, ZohoCreator.report.READ, ZohoCreator.meta.form.READ

The Added Time or Modified Time fields should be added in the Zoho Creator record properties to ensure the module is working properly:

  1. Log in to your Zoho Creator account.

  2. Click the Edit button for the application you are working with.

    zoho-creator-record1.png
  3. Navigate to Solution, select the records you want to watch, and then click the Open Record Properties button.

    zoho-creator-record2.gif
  4. Go to Grouping in the menu on the left.

  5. Select the field you want to add (Added Time or Modified Time), and click the Add button. Then close the dialog by clicking Done in the top-right corner.

    zoho-creator-record3.gif

The field is now added, and you can proceed with setting up the module.

Connection

Establish a connection to your Zoho Creator account.

Watch Records

Select whether to trigger the module by the added time or modified time.

Application Name

Select the application that contains the form you want to watch for new records.

Report Name

Select the name of the report to display the records for.

Form Name

Select the form name (user dialog) you want to watch for new or modified records.

Criteria

Define the criteria you want to filter returned records by.

Limit

Set the maximum number of records Make will return during one execution cycle.

Returns all records matching defined criteria.

Required Permissions: ZohoCreator.meta.application.READ, ZohoCreator.report.READ, ZohoCreator.meta.form.READ

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select the application that contains the form you want to retrieve records for.

Report Name

Select the name of the report to display the records for.

Form Name

Select the form name (user dialog) you want to retrieve records for.

Criteria

Define the criteria you want to filter returned records by.

Limit

Set the maximum number of records Make will return during one execution cycle.

Retrieves record details.

Required Permissions: ZohoCreator.meta.application.READ, ZohoCreator.report.READ, ZohoCreator.meta.form.READ

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select the application that contains the form you want to retrieve record details for.

Report Name

Select the name of the report to display the record for.

Form Name

Select the form name (user dialog) you want to retrieve record for.

Record ID

Enter (map) the ID of the record you want to retrieve details for.

Downloads a file from a file upload, image, audio, video, or signature field of a specific record, which is present in a Zoho Creator application.

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select the application that contains the form you want to download a file from.

Report Name

Select the name of the report to download a file from.

Form Name

Select the form name (user dialog) you want to download a file from.

Attachment Fields Name

Enter the ID of the record from which you want to download the file.

Record ID

Enter (map) the ID of the record you want to download a file from.

Adds a new record to the selected application form.

Required Permissions: ZohoCreator.form.CREATE, ZohoCreator.meta.application.READ, ZohoCreator.meta.form.READ, ZohoCreator.report.CREATE

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select or map the application that contains the form you want to add a record to.

Report Name

Select or map the report that contains the form where you want to add a record to.

Form Name

Select the form you want to add a record to.

Form Fields

Enter record values you want to insert into the fields of the form.

Updates values of specified form fields.

Required Permissions: ZohoCreator.form.UPDATE, ZohoCreator.meta.application.READ, ZohoCreator.meta.form.READ, ZohoCreator.report.CREATE

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select or map the application that contains the form where you want to update a record.

Report Name

Select or map the report that contains the form where you want to update a record.

Form Name

Select the form where you want to update a record.

Form Fields

Enter the record values you want to update. Empty fields will not be updated.

Deletes a record from the specified report.

Required Permissions: ZohoCreator.meta.application.READ, ZohoCreator.meta.form.READ, ZohoCreator.report.DELETE

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select or map the application that contains the form you want to delete a record from.

Report Name

Select or map the report that contains the form where you want to delete a record from.

Record ID

Enter (map) the ID of the record you want to delete.

Application

Applications

Returns application details when an application is created.

Connection

Establish a connection to your Zoho Creator account.

Limit

Set the maximum number of applications Make will return during one execution cycle.

Retrieves all applications from your account.

Connection

Establish a connection to your Zoho Creator account.

Limit

Set the maximum number of applications Make will return during one execution cycle.

Retrieves all forms in the selected application.

Required Permissions: ZohoCreator.meta.application.READ

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select or map the application you want to retrieve forms from.

Limit

Set the maximum number of forms Make will return during one execution cycle.

Retrieves all reports in the specified application.

Required Permissions: ZohoCreator.meta.application.READ

Connection

Establish a connection to your Zoho Creator account.

Application Name

Select or map the application you want to retrieve reports from.

Limit

Set the maximum number of reports Make will return during one execution cycle.

Other

Allows you to perform a custom API call.

Connection

Establish a connection to your Zoho Creator account.

URL

Enter a path relative to https://creator.zoho.com/api/.

E.g., /v2/applications

Note

For the list of available endpoints, refer to the Zoho Creator API Documentation, and expand the desired section in the left side menu:

zoho-creator-record4.png

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've already done that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - List Applications

The following API call returns all applications in your Zoho Creator account:

URL:

/v2/applications

Method:

GET

61d6bf2a2d720.png

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

In our example, 1 application was returned:

61d6bf2b227cc.png