Auto Apply Retainer via Zoho Books
- siteadmin
- Difficulty: Advance
- Estimated reading time: 30 mins
Zoho Books Auto Apply Retainer
For this custom function to work, you will need the following:
- A connection to the Zoho Books API named “zoho_books”.
- At least one Retainer Invoice.
- An Invoice to apply it to.
Zoho Books Connection
Create API Credentials: Gives you a Client ID and Client Secret to use in the next step.
- Go to the Zoho API Console
- Click Add Client and select Server-based Applications
- Fill in the following fields:
- Client Name ->
Zoho Books API - Homepage URL ->
https://books.zoho.com - Authorized Redirect URIs ->
https://deluge.zoho.com/delugeauth/callback
- Client Name ->
- Click Update
- Notice the Client ID and Client Secret here. You will need these in the next step, so keep this tab open.
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Create Custom Connection
- Go to Zoho Books
- Click Settings, select the Automation tab, then choose Custom Functions.
- Select + New Custom Function and give it a random name and module. We will only use this function for a simple test.
- Choose Connections on the right hand side, then Go To Connections.
- Click Add Connection. Choose Custom Service.
- Fill in the following fields (This has to be very exact):
- Service Name ->
Zoho Books - Service LinkName ->
zoho_books - Authentication Type ->
oAuth2 - Param Type ->
Header - Grant Type ->
Authorization Code - Client ID ->
[YOUR_CLIENT_ID] - Client Secret ->
[YOUR_CLIENT_SECRET] - Authorize URL ->
https://accounts.zoho.com/oauth/v2/auth? - Access Token URL ->
https://accounts.zoho.com/oauth/v2/token? - Refresh Token URL ->
https://accounts.zoho.com/oauth/v2/token? - Connection Name ->
Zoho Books - Connection LinkName ->
zoho_books - Scope ->
ZohoBooks.fullaccess.all(Note: Be sure to click the ‘+’ for the scope) - Use credentials of login user ->
UNCHECKED
- Service Name ->
- Click Create and Connect. If asked to authenticate, enter your login details.
Click here to copy these scripts. For more Zoho-wizardry, check out our GitHub page.
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