Zoho Inventory Integration
The Zoho Inventory integration connects your Zoho Inventory account to Wakflo, enabling you to automate inventory management, order processing, and stock control workflows.
Authentication Method: OAuth 2.0
Account Requirements:
- Active Zoho Inventory account
- Organization ID from your Zoho Inventory account
- Admin or appropriate permissions
- API access enabled
Getting Started
Prerequisites: You need a Zoho Inventory account to use this integration. Create one at zoho.com/inventory if you don’t have one already.
Zoho Inventory Triggers
Payment Triggers
- New Payment: Triggered when a payment is made
Zoho Inventory Actions
Item Management Actions
- List Items: Get all inventory items
Invoice Management Actions
- Get Invoice: Retrieve specific invoice
- List Invoices: Retrieve all invoices associated with a specific account or oragnization
Payment Actions
- Get Payment: Retrieve payment information
- List Payments: Retrieve list of payments made to or from an accounut
Setup Guide
Connect to Zoho Inventory
From the Integrations page, select Zoho CRM and click “Connect”
Sign in to Zoho Inventory
Log in to your Zoho account when prompted
Approve Permissions and Authorize Access
Review and grant the requested permissions for Wakflo to access your Inventory data
Complete Setup
Once authorized, your connection is ready. You can now add Zoho Inventory nodes to your workflows.
Field Mapping Reference
| Entity Type | Required Fields | Format Notes |
|---|---|---|
| Contact | contact_name | Must be unique |
| Item | name, rate | Rate is the selling price |
| Sales Order | customer_id, line_items | Line items require item_id and quantity |
| Purchase Order | vendor_id, line_items | Date format: YYYY-MM-DD |
Example: Executing an Action
Add your preferred node
Search for Zoho Inventory and add your preferred node to your workflow
Configure connection
Configure the node
Set up the node configuration
Execute and Test
To test operation, click on “Test Step” and execute the scenario
Best Practices
API Limits: Zoho Inventory has rate limits based on your plan. Monitor your API usage to avoid hitting limits.
Error Handling
- Always implement error handling for API responses
- Check for required fields before creating/updating records
- Validate date formats (use YYYY-MM-DD)
- Handle pagination for large data sets
Performance Tips
- Use batch operations when available
- Cache frequently accessed data
- Minimize API calls by using search/filter parameters
- Use webhooks (triggers) instead of polling when possible
Troubleshooting
Authentication Errors
- Verify your Organization ID is correct
- Ensure your Zoho account has API access enabled
- Check that you’ve approved all required permissions
- For custom apps, verify the redirect URI matches exactly
Missing Data Issues
- Some fields may require specific user permissions
- Check if the data exists in your Zoho Inventory account
- Verify you’re using the correct field names (case-sensitive)
Rate Limit Errors
- Implement exponential backoff for retries
- Spread requests over time instead of bursts
- Consider upgrading your Zoho plan for higher limits
- Use webhooks to reduce polling frequency