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Integration Service User Guide

Automation CloudAutomation Cloud Public SectorAutomation Suite
Last updated Dec 18, 2024

Zoho Campaigns authentication

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, see Zoho Campaigns Access token documentation.

Add the Zoho Campaigns connection

  1. Select Integration Service from Automation CloudTM.

  2. From the Connectors list, select Zoho Campaigns. You can also use the search bar to find the connector.
  3. Select the Connect to Zoho Campaigns button.
  4. Select your preferred Environment from the drop-down list and enter the required credentials.
  5. Select Connect.
  6. Next, the UiPath application requires you to allow access to your Zoho data. Select Accept.
  7. Your connection has been added.

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.DELETEcampaign.CREATE campaign.READ campaign.UPDATE campaign.DELETE 
contact.CREATE contact.READ contact.UPDATE contact.DELETE
  • Prerequisites
  • Add the Zoho Campaigns connection
  • Permissions

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