Files
cal.diy/packages/app-store/zoho-bigin
Joe Au-YeungandUdit Takkar b1d9e2b84c feat: Salesforce choose how to save attendees & other options (#17009)
* Refactor get SF user and create event

* Add new Salesforce options

* Pass app options to CrmService

* Add record enum

* Add creating new lead and contact under an account

* Handle if the contact already exists but not connected to account

* Create a lead if an account doesn't exist

* Merge fix

* Refactor - add generateCreateRecordBody

* Type fix

* Clean up

* Add getAppOptions to other CRM services

* Type fixes

* Fix typo

* feat: Salesforce round robin skip - choose which entity to search on (#17038)

* Add option to search which entity for the owner

* Add logic to search entity for skipping RR assignment

* Type fixes

* Disable license

* Skip license check in component

* Revert license changes

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Co-authored-by: Udit Takkar <53316345+Udit-takkar@users.noreply.github.com>
2024-10-12 10:02:27 +00:00
..
2024-07-18 10:20:03 +00:00
2024-05-31 13:54:52 +00:00

Obtaining Zoho Bigin Client ID and Secret

  1. Open Zoho API Console and sign into your account, or create a new one.
  2. Click "ADD CLIENT" button top right and select "Server-based Applications".
  3. Set the Redirect URL for OAuth <Cal.com URL>/api/integrations/zoho-bigin/callback replacing Cal.com URL with the URI at which your application runs.
  4. Go to tab "Client Secret" tab.
  5. Now copy the Client ID and Client Secret to your .env.appStore file into the ZOHO_BIGIN_CLIENT_ID and ZOHO_BIGIN_CLIENT_SECRET fields.
  6. In the "Settings" section check the "Multi-DC" option if you wish to use the same OAuth credentials for all data centers.
  7. You're good to go. Now you can easily add Zoho Bigin from the Cal.com app store.