Zoho People

The Zoho People modules allow you to create, update, send, retrieve, and list the files, records, and attendance entries in your Zoho People account.

Getting Started with Zoho People

Prerequisites

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Zoho People to Integromat

1. Go to the Integromat and open the Zoho People module's Create a connection dialog.

2. In the Connection name field, enter a name for the connection and click Continue.

3. Confirm the access by clicking the Accept button.

The connection has been established.

Files

Search Files

Searches for files or lists them all.

ConnectionEstablish a connection to your Zoho People account.
File TypeSelect or map the file type you want to search. For example, Company file.
Filter BySelect or map the option to filter the files.
By EmployeeSelect or map the Employee ID to search the specified employee files.
Role IDEnter (map) the Role ID of the employee to search the specified employee files.
Location ID
Enter (map) the Location ID of the employee to whom the file is shared.
Category IDSelect or map the Category ID of the file you are searching for.
LimitSet the maximum number of files Integromat should return during one execution cycle.

Get a File

Retrieves a single file specified by ID.

ConnectionEstablish a connection to your Zoho People account.
File TypeSelect or map the file type you want to retrieve. For example, Company file.
File IDSelect or map the File ID whose details you want to retrieve.

Upload a File

Updates a file specified by ID.

ConnectionEstablish a connection to your Zoho People account.
Source FileFile
Enter (map) the data of the file.
File Name
Enter (map) the file name.
File TypeSelect or map the file type you want to search. For example, Company file.
Category IDSelect or map the Category ID of the file you want to upload.
Employee IDSelect or map the Employee ID to which you want to upload the file.
ConfidentialSelect or map the confidentiality level of the file:
  • Non-downloadable
  • Downloadable
File DescriptionEnter (map) the file details.
Role IDEnter (map) the Role ID of the employee to search the specified employee files.
Is Reporting ToSelect whether the members reporting to you can see the subordinate's file. 
Notify to AllSelect whether you want to send a notification to all the users when you upload the file.
Location ID
Enter (map) the Location ID of the employee to whom the file is shared.
New Category Name
Enter (map) a new category name for the file.

Update a File

Updates a file specified by ID.

ConnectionEstablish a connection to your Zoho People account.
File TypeSelect or map the file type you want to update:
  • Company File
  • HR File
File IDSelect or map the File ID you want to update.
ConfidentialSelect or map the Confidentiality of the file:
  • Non-downloadable
  • Downloadable
File NameEnter (map) a new file name.
File PathEnter (map) the location of the file.
File DescriptionEnter (map) the file details.
Role IDEnter (map) the Role ID to be able to access the file.
Category IDSelect or map the Category ID applicable for the file. For example, Employee Onboarding.
Is Reporting toSelect whether if the reporting members can see his/her subordinates files
Notify AllSelect whether to notify all the users about the updates to the file.
Location IDEnter (map) the Location ID of the file.
New Category NameEnter (map) a new category for the file. For example, Policy.

Delete a File

Deletes a file specified by ID.

ConnectionEstablish a connection to your Zoho People account.
File TypeSelect or map the file type you want to delete. For example, Company file.
File IDSelect or map the File ID you want to delete.

Records

List Records

Lists all records of a specified form.

ConnectionEstablish a connection to your Zoho People account.
From Link NameSelect or map the link name whose records you want to list.
LimitSet the maximum number of records Integromat should return during one execution cycle.

Add a Record

Adds a record to a form.

ConnectionEstablish a connection to your Zoho People account.
From Link NameSelect or map the link name to which you want to add the record. Based on your selection, dynamic fields auto-populate which you need to be filled to create the record. For example, if you have selected Projects, fields related to the project auto-populates.

Update a Record

Updates a record of a specific form.

ConnectionEstablish a connection to your Zoho People account.
From Link NameSelect or map the link name whose records you want to list.
Record ID Select or map the Record ID whose details you want to update. Based on your selection, dynamic fields auto-populate which you need to be filled to update the record.  

Attendance 

Get an Attendance Entry

Retrieves the attendance information of an employee.

ConnectionEstablish a connection to your Zoho People account.
Get BySelect or map the option through which you want to retrieve the attendance entry details. For example, Employee ID.
Employee IDSelect or map Employee ID whose attendance entry details you want to retrieve.
Mapper IDEnter (map) the subordinate details to get information about the subordinate's attendance. If not specified, the module returns the current user's attendance information.
EmailEnter (map) the email address of the employee whose attendance details you want to retreive.
DateEnter (map) the date for which you want to retrieve the attendance details. If no date is specified, the current date attendance details will be retrieved.

Create an Attendance Entry

Creates a new attendance entry.

ConnectionEstablish a connection to your Zoho People account.
Create BySelect or map the option and enter its details to add a new attendance entry. For example, Employee ID.
Check InEnter (map) the date and time of the employee check-in. See the list of supported date and time formats.
Check OutEnter (map) the date and time of the employee check-out. See the list of supported date and time formats.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Zoho People account.
URL

Enter a path relative to https://people.zoho.com/people/api  For example: /files/getAllFiles

For the list of available endpoints, refer to the Zoho People API Documentation.

Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - Get an Attendance Entry

The following API call returns all the attendance entries from your Zoho People account:

URL:
/attendance/getAttendanceEntries

Method:
GET

Matches of the search can be found in the module's Output under Bundle > Body > entries
In our example, 1 entry was returned:


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