When writing custom functions in Zoho CRM, there are times that, when we add or update a record in the custom function, we need to trigger existing workflow. The only way to do this is to use the Zoho API within the custom function when adding/updating the record and set the trigger to workflow.
With the new API 2.0, this can be a tad more cumbersome to first set up the client, get the refresh token, and then copy and paste all the long strings into every custom function where you use the API. Enter connections: It is fairly simple to set up a “connection” for the CRM API, and then refer to that connection when invoking the URL. Here’s how: