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IntegrationsCrmZoho Inventory

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

OAuth 2.0

Account Required

Active Zoho Inventory

Permissions

Admin or API access

Required

Organization ID

Prerequisites: You need a Zoho Inventory account to use this integration. Create one at zoho.com/inventory  if you don’t have one already.


Available Triggers & Actions

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 organization

Payment Actions

  • •

    Get Payment: Retrieve payment information

  • •

    List Payments: Retrieve list of payments made to or from an account


Setup Guide

Connecting Zoho Inventory to Wakflo

Connect to Zoho Inventory

From the Integrations page, select Zoho Inventory and click “Connect”

Connect Zoho Inventory

Sign in to Zoho Inventory

Log in to your Zoho account when prompted

Zoho Sign In

Approve Permissions and Authorize Access

Review and grant the requested permissions for Wakflo to access your Inventory data

Grant Permissions

Complete Setup

Once authorized, your connection is ready. You can now add Zoho Inventory nodes to your workflows.


Field Mapping Reference

Entity TypeRequired FieldsFormat Notes
Contactcontact_nameMust be unique
Itemname, rateRate is the selling price
Sales Ordercustomer_id, line_itemsLine items require item_id and quantity
Purchase Ordervendor_id, line_itemsDate format: YYYY-MM-DD

Example: Executing an Action

Add your preferred node

Search for Zoho Inventory and add your preferred node to your workflow

Add Zoho Inventory Node

Configure connection

Configure Connection

Configure the node

Set up the node configuration

Configure Node

Execute and Test

To test operation, click on “Test Step” and execute the scenario

Test Execution

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

Additional Resources

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