Zoho CRM policy
A Zoho CRM policy contains the connection details that are used by a Zoho CRM Input or Zoho CRM Request node when you connect to the Zoho CRM application.
Use a Zoho CRM Input node in a message flow to accept input from Zoho CRM. You can use the node to monitor Zoho CRM for new or updated objects, such as new accounts. Use a Zoho CRM Request node to connect to Zoho CRM and issue requests to create or retrieve objects such as accounts, campaigns, contacts, deals, leads, organization and users. The Zoho CRM policy controls, at run time, access to the Zoho CRM application.
The Zoho CRM policy is created when you configure a
connection between a Zoho CRM Input or Zoho CRM Request node and Zoho CRM by using the Connector Discovery wizard. During the
process of discovery, account credentials are stored in the vault and connection details are stored
in a Zoho CRM policy. The policy is created with a type
of Zoho CRM, and the name of the policy is returned to the node and specified in
the Connection tab, in the format
{policyProjectName}:policyName.
You can also create, update, or delete a Zoho CRM policy by using the Manage Discovery Connector Policies and Credentials wizard, which you can access by right-clicking the policy project in the IBM® App Connect Enterprise Toolkit and then clicking .
You must deploy this policy before message flows that use the policy are started. If you redeploy a Zoho CRM policy, all message flows that are using the policy will be stopped and restarted.
For more information about using Zoho CRM, see Using Zoho CRM with IBM App Connect Enterprise.
| Property | Property name in .policyxml file | Description of properties |
|---|---|---|
| Zoho CRM Application Type | applicationType | This property is reserved for future use and must be set to the value
online. |
| Zoho CRM Application Version | applicationVersion | This property is reserved for future use and must be set to the value
v1. |
| Zoho CRM Authentication method | authenticationMethod | This property specifies the type of authentication that is used for the
connection between IBM App Connect Enterprise and Zoho CRM. This value is reserved for future use and must be
set to BASIC_OAUTH. |
| Server URL | apiUrl | Specify the URL for the API server that makes runtime calls. |
| Token base URL | tokenURL | The token URL value relative to the server URL. Select a server URL to use as the base for the token URL. |
| Allow self-signed certificates | isTlsEnabled |
Set to true if you want to be able to accept self-signed certificates that are trusted and used only in a nonproduction environment. The default is false. |
| Override server URL | endpointUrl | Required if you want to connect to an endpoint in a private network by using
the private network client, or if you want to override the server URL. Specify an override value for
the host and port for the connector in the format <http or
https>://<host_name>:<port>. If you are not using the private network client or do
not require an override, leave this field blank. |
| Credential Name | credentialName | The name of your Zoho CRM account.
For example, ZohoCRMPolicy_ZohoCRM1 |