Data Targets
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      Zoho Data Targets

      Screenshot (1070)Overview

      DataBlend Supports the following data targets for creating and modifying records in Zoho.

      • Add Attachments To Records
      • Cancel Meetings
      • Contact Roles
      • Convert Leads
      • Email
      • Notes
      • Records
      • Related Records
      • Upsert Finance Contacts
      • Upsert Finance Invoices
      • Upsert Finance Payments

      Configuration

      Setting

       

      Required/ Optional

       

      Description

       

      Query

      Required

      Select the query that will generate the data for this target.
      See the relevant target type documentation for additional details on what query columns are required for your target.

      Query Mode

      Required

      Select New unless you have a reason for choosing Latest or Specific.

      Credential

      Required

      Select a Zoho Credential from the list.

      Zoho Data Target Type

      Required

      Select the Zoho Data Target type from the drop-down menu.
       

      **IMPORTANT NOTE for RECORDS Data Target Type -  In lieu of an Action setting on the data target, users must add a field “operation_type” to the query associated with a given records related data target and provide an action for each line (i.e. Create, Update, Delete) in order for the data target to be successful. Different actions can be used in single query.

      To learn more about Zoho API requirements, please visit Get Modules API | Online Help - Zoho CRM.

      Advanced

      History Retention

      History Retention (Days) allows users to decide how long they want the information from their data targets to be stored. This field is optional.

      Timeout (seconds)

      The Timeout section allows users to determine if they would like to timeout collections taking longer than a set number of seconds to collect data.

      Skip If No Records Found

      The “Skip if No Records Found” button is used to eliminate sending information to Data Targets unnecessarily. Simply enable the “Skip if No Records Found” toggle. The use of this toggle is optional.

      Agent

      The Agent drop-down for users to select any agent they have established. This is optional.

      Run As

      Run As allows users to select from a drop-down list of users to run the Workflow. This is optional. Please note that Run As is only available to Admin users. If a user is set as the Run As and then demoted to a Member, the user which demoted the Run As user will instead be set as the Run As.

      Schedule & Presets        

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