Zoho Publishers

Catalyst Signals provide default support to a few Zoho products, and you can establish a rule with them at ease.

Following are the current Zoho products that are provided as default publishers.

• Zoho Bigin
• Zoho Billing
• Zoho Books
• Zoho Commerce
• Zoho CRM
• Zoho Expense
• Zoho Inventory
• Zoho Invoice
• Zoho Survey

Catalyst Signals establishes connection with these default products through internal authorization. This eliminates the need for manual authorization and configuration of scopes, which results in a streamlined process.

Creating a Zoho Publisher

1. Navigate to Publishers on the left menu and click the Add Publisher button.

2. Choose the Publisher type you want to add.
3. Select the Zoho service that you want to add as a publisher.

4. Fill in the details as shown in the below image.

   The values for the API Name field should not contain any white spaces or hyphens and must not exceed 50 characters. It accepts underscores and alphanumeric values but cannot start with a numeric value. The Organization field lists the organizations you have either created or joined using the same email address.

5. Click the Create button in the top-right corner after providing the mandatory details.
6. An authorization message pops-up, and requests to access the data of the Zoho service you have created. Click Authorize to continue.

Add Events from Zoho Publisher

Subscribed Events of a Zoho Publisher are those with which you have created a rule. Whereas, Non-Subscribed Events are the default events that have not yet been associated with any rule.

1. Select your desired Zoho publisher from the configured publishers list.

2. Go to the Non-Subscribed Events tab and add from the default events depending on your needs by clicking the Add Rule button.

Only the events associated with the rules are listed under Subscribed Events. When you click the Add Rule button of an event, you will be directed to the rule creation page to add it.