> ## Documentation Index
> Fetch the complete documentation index at: https://docs.morf.health/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Create Or Update Deal

> Documentation for the Create Or Update Deal action for Zoho

![images/zoho.svg](https://mintcdn.com/morfhealth/EU2WCxuXGIUQcziR/images/zoho.svg?fit=max\&auto=format\&n=EU2WCxuXGIUQcziR\&q=85\&s=28ee7916825be920945756f3894db556)

## Getting Started

Easily connect Morf to your Zoho account and automate your Zoho workflows, such as syncing contacts, managing deals, and more.

## Get access to the API

To connect Morf with Zoho, you need to create a Zoho API client and gather a few credentials. Follow these steps:

1. Go to the [Zoho Developer Console](https://api-console.zoho.com/).
2. Click **GET STARTED** if prompted.

   ![Get Started](https://mintcdn.com/morfhealth/VPKyBRVuRAgQM-CM/images/zoho_get_started.png?fit=max\&auto=format\&n=VPKyBRVuRAgQM-CM\&q=85\&s=d2d2a89e61fb0f6e080ed6fa30ac9685)
3. Under **Self Client**, click **CREATE NOW**.

   ![Choose a Client Type](https://mintcdn.com/morfhealth/VPKyBRVuRAgQM-CM/images/zoho_choose_a_client_type.png?fit=max\&auto=format\&n=VPKyBRVuRAgQM-CM\&q=85\&s=fc1d589ecf71a6a1f9f205985f4c6eba)
4. Fill in the required details. Once created, go to the **Client Secret** tab and copy the **Client ID** and **Client Secret**. You will need these to configure the Zoho integration in Morf.
5. Visit the [Zoho CRM homepage](https://crm.zoho.com) and retrieve your **Organization ID**:

   * Click your profile icon in the top-right corner.
   * Hover to reveal your Organization ID.

   ![Find Organization ID](https://mintcdn.com/morfhealth/VPKyBRVuRAgQM-CM/images/zoho_org_id.png?fit=max\&auto=format\&n=VPKyBRVuRAgQM-CM\&q=85\&s=3ca3229f43a71e03eff203e8def7b70d)

## Configure Zoho in Morf

1. In the Morf Dashboard, navigate to **Integrations** > **+ Connect Integration**.
2. Enter your **Client ID**, **Client Secret**, and **Organization ID**.

# Parameters

**Action** `Parameters`

**parameters**

**Deal Name** `string` *required*

This field maps to the destination API `Deal_Name` field.

**Account Name** `string` *required*

This field maps to the destination API `Account_Name` field.

**Deal Type** `string` *required*

This field maps to the destination API `Type` field.

**Lead Source** `string` *required*

This field maps to the destination API `Lead_Source` field.

**Campaign Source** `string`

This field maps to the destination API `Campaign_Source` field.

**Contact Id** `string`

This field maps to the destination API `Contact_Name` field.

**Amount** `float64 (double)` *required*

This field maps to the destination API `Amount` field.

**Closing Date** `values.v1.Date` *required*

This field maps to the destination API `Closing_Date` field.

**Description** `string`

This field maps to the destination API `Description` field.

**Layout** `string (Layout)`

This field maps to the destination API `Layout` field.

**Pipeline** `string (Pipeline)`

This field maps to the destination API `Pipeline` field.

**Stage** `string (Stage)`

This field maps to the destination API `Stage` field.

**Fields** `Map\<Deal Field,dynamic (any)\>`

This field maps to the destination API `<Deal_Field>` field.

```json Result Object Example theme={null}
{
  "$result_object_key": {
    "additional_fields": {
      "Custom_Field_1": "Value1",
      "Custom_Field_2": "Value2"
    },
    "amount": 1000,
    "campaign_source": "Email Campaign",
    "closing_date": "2023-12-31",
    "contact_id": "6325355123451030002",
    "deal_name": "Big Deal",
    "description": "This is a big deal.",
    "id": "6325355123451030002",
    "stage": "Negotiation",
    "type": "Generics"
  }
}
```

```json Result Object Description theme={null}
{
  "$result_object_key": {
    "additional_fields": "Additional fields for the deal.",
    "amount": "The amount of the deal.",
    "campaign_source": "The source of the campaign associated with the deal.",
    "closing_date": "The closing date of the deal.",
    "contact_id": "The ID of the contact associated with the deal.",
    "deal_name": "The name of the deal.",
    "description": "A description of the deal.",
    "id": "The unique identifier of the deal.",
    "stage": "The current stage of the deal.",
    "type": "The type of the deal."
  }
}
```

### Result Object Field Details

You can use the result of the action's data as inputs to downstream workflow actions.

Each fetch action requires an object name, which nests the action's result data inside the downstream data context in the workflow. See [Passing Data Between Actions](https://docs.morf.health/docs/knowledge_base/passing_data_between_actions.md) for how to set it and reference the result from downstream nodes.

Here we demonstrate how to refer to this data using the prefix `$result_object_key`.

**Deal** `Fetch Action Response Object`

**fields**

**id** `string` *required*

The unique identifier of the deal.

```json CEL theme={null}
$result_object_key.id
```

```json Example theme={null}
"6325355123451030002"
```

**amount** `float64 (double)`

The amount of the deal.

```json CEL theme={null}
$result_object_key.amount
```

```json Example theme={null}
1000
```

**campaign\_source** `string`

The source of the campaign associated with the deal.

```json CEL theme={null}
$result_object_key.campaign_source
```

```json Example theme={null}
"Email Campaign"
```

**closing\_date** `values.v1.Date`

The closing date of the deal.

```json CEL theme={null}
$result_object_key.closing_date
```

```json Example theme={null}
"2023-12-31"
```

**contact\_id** `string`

The ID of the contact associated with the deal.

```json CEL theme={null}
$result_object_key.contact_id
```

```json Example theme={null}
"6325355123451030002"
```

**deal\_name** `string`

The name of the deal.

```json CEL theme={null}
$result_object_key.deal_name
```

```json Example theme={null}
"Big Deal"
```

**description** `string`

A description of the deal.

```json CEL theme={null}
$result_object_key.description
```

```json Example theme={null}
"This is a big deal."
```

**stage** `string`

The current stage of the deal.

```json CEL theme={null}
$result_object_key.stage
```

```json Example theme={null}
"Negotiation"
```

**type** `string`

The type of the deal.

```json CEL theme={null}
$result_object_key.type
```

```json Example theme={null}
"Generics"
```

**additional\_fields** `object` *required*

Additional fields for the deal.

```json CEL theme={null}
$result_object_key.additional_fields
```

```json Example theme={null}
{
"Custom_Field_1": "Value1",
"Custom_Field_2": "Value2"
}
```


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