Configuring Zoho Apps

OptimiDoc Cloud, thanks to the RestAPI destination and Advanced list, offers a deep integration with this platform. Users can scan a document directly to Zoho CRM or Zoho Invoice.

Detailed documentation about the API for each Zoho Application can be found here: Zoho REST APIs | Zoho Developer

In the following sections, we will go through:

• Registering OptimiDoc Cloud in the Zoho API Console
  Registration of OptimiDoc Cloud in API Clients is required to access specific APIs.

• Demo configuration for storing documents in Zoho CRM with Account selection on the device panel

• Demo configuration for storing documents in Zoho Invoice with Invoice selection on the device panel

Registering OptimiDoc Cloud in the Zoho API Console

1. Open the Zoho API Console.
   https://api-console.zoho.com

2. Go to List of Zoho APIs.

3. Click Add Client.

   

4. Select Server-based Application.

   

   1. Client Details - Fill in the following information:

      • Client Name
        Enter a descriptive name, for example OptimiDoc Cloud.

      • Homepage URL
        Enter the URL of your OptimiDoc Cloud datacentre.

      • Authorised Redirect URIs
        Add the following redirect URIs, replacing xx with the correct datacentre subdomain:
        - https://xx.optimidoc.cloud/AdvancedLists/OAuthCallback
        - https://xx.optimidoc.cloud/Destinations/AuthorizeApi

        

        
        

5. Save the Client ID and Client Secret, as they are required for configuration in OptimiDoc Cloud.
   

   

   
   

6. Store the domain value: