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Integration Service user guide
Prerequisites
To create a connection, you need the following credentials:
- Environment
- Client ID
- Client secret
- Scope
This connector uses the OAuth 2.0 authentication protocol. To learn more, refer to Zoho Campaigns Access token documentation.
When registering your OAuth application in Zoho Campaigns, make sure to set the callback URL to the value displayed on the connection creation page, for example https://cloud.uipath.com/provisioning_/callback for Automation Cloud.
Add the Zoho Campaigns connection
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Select Orchestrator from the product launcher.
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Select a folder, and then navigate to the Connections tab.
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Select Add connection.
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To open the connection creation page, select the connector from the list. You can use the search bar to find the connector.
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Select your preferred Environment from the drop-down list and enter the required credentials.
For any secret-type field, you can select the menu next to the field and choose Use credential asset to reference an Orchestrator credential asset linked to an external vault instead of entering the value directly. For more information, see Use credential assets for connections.
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Select Connect.
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Next, the UiPath application requires you to allow access to your Zoho data. Select Accept.
Permissions
The UiPath® connector requires access to:
- create, edit and delete a campaign, and also view reports.
- create, edit and delete a list as well as add and edit subscribers.
The following corresponding scopes are added by default at connection creation:
campaign.CREATE campaign.READ campaign.UPDATE campaign.DELETE
contact.CREATE contact.READ contact.UPDATE contact.DELETE
campaign.CREATE campaign.READ campaign.UPDATE campaign.DELETE
contact.CREATE contact.READ contact.UPDATE contact.DELETE