Newo.ai

This guide explains how to integrate a Newo.ai AI Employee with Zoho CRM to schedule appointments.

- A Zoho CRM account with admin rights (for OAuth self-client and scopes).

On the Newo.ai Platform, navigate to your customer's Builder.

Go to the Projects page, click ⋮ (three dots) in the top-right.

Click Create New Project, then set:

- Idn: <code>zoho_integration</code>
- Title: <code>zoho_integration</code>
- Module/Model: <code>zoho_integration</code>
- Auto update enabled: On

Click ⋮ (three dots) next to the newly created Project.

1. On the Newo.ai Platform, navigate to your customer's Builder.
2. Go to the Projects page, click ⋮ (three dots) in the top-right.
3. Click Create New Project, then set:
 - Idn: <code>zoho_integration</code>
 - Title: <code>zoho_integration</code>
 - Module/Model: <code>zoho_integration</code>
 - Auto update enabled: On
4. Click Create. 
 
 
5. Click ⋮ (three dots) next to the newly created Project.
6. Click Force Update Project. 
 
 
7. Click Publish All.

In Zoho CRM, go to Settings → Users.

Copy the user ID from the browser URL, e.g.: ​<code>https://crm.zoho.eu/crm/org198392833/settings/users/4728XXXXXXXXXX</code> → copy <code>4728XXXXXXXXXX</code>.

On the Newo.ai Builder, navigate to the Attributes page and paste this value into ZohoCRM User ID (Owner) (<code>zoho_location_id</code>).

1. In Zoho CRM, go to Settings → Users. 
 
 
 
2. Copy the user ID from the browser URL, e.g.: ​<code>https://crm.zoho.eu/crm/org198392833/settings/users/4728XXXXXXXXXX</code> → copy <code>4728XXXXXXXXXX</code>.
3. On the Newo.ai Builder, navigate to the Attributes page and paste this value into ZohoCRM User ID (Owner) (<code>zoho_location_id</code>).

Create the Zoho Self Client and capture credentials

In Zoho CRM, navigate to APIs and SDKs.

Under Server Side SDKs, click Register New Client.

Complete the on-screen verification prompts.

Choose Self Client → click Create.

Open the Client Secret tab and copy:

- Client ID → paste into <code>zoho_client_id</code> in the Newo.ai Builder
- Client Secret → paste into <code>zoho_client_secret</code> in the Newo.ai Builder

1. In Zoho CRM, navigate to APIs and SDKs.
2. Open the SDKs tab.
3. Under Server Side SDKs, click Register New Client.
4. Complete the on-screen verification prompts.
5. Choose Self Client → click Create.
6. Open the Client Secret tab and copy:
 - Client ID → paste into <code>zoho_client_id</code> in the Newo.ai Builder
 - Client Secret → paste into <code>zoho_client_secret</code> in the Newo.ai Builder

In Scope, paste the exact scope string (comma-separated):

ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoCRM.users.ALL,ZohoCRM.org.ALL,ZohoCRM.bulk.ALL,ZohoCalendar.event.ALL,ZohoCalendar.calendar.ALL

Set Code expiry duration to 10 minutes.

Enter a Description, such as "Connect Newo.ai to Zoho."

Select your CRM portal, and under the Production heading choose Test.

In Newo.ai Builder, on the Attributes page, paste the code into ZohoCRM OAuth Code (<code>zoho_oauth_code</code>)

Click Save, then Publish All. The platform exchanges <code>zoho_oauth_code</code> for tokens and writes hidden attributes (e.g., <code>zoho_access_token</code>) and any derived URLs.

1. Open the Generate Code tab.
2. In Scope, paste the exact scope string (comma-separated):
 ZohoCRM.modules.ALL,ZohoCRM.settings.ALL,ZohoCRM.users.ALL,ZohoCRM.org.ALL,ZohoCRM.bulk.ALL,ZohoCalendar.event.ALL,ZohoCalendar.calendar.ALL
3. Set Code expiry duration to 10 minutes.
4. Enter a Description, such as "Connect Newo.ai to Zoho."
5. Select your CRM portal, and under the Production heading choose Test.
6. Click Create. 
7. Copy the on-screen authorization code.
8. In Newo.ai Builder, on the Attributes page, paste the code into ZohoCRM OAuth Code (<code>zoho_oauth_code</code>)
9. Click Save, then Publish All. The platform exchanges <code>zoho_oauth_code</code> for tokens and writes hidden attributes (e.g., <code>zoho_access_token</code>) and any derived URLs.

In your test console or live chat, ask: “Schedule an appointment” with a date/time.

Provide a test contact (name + email) or pick an existing record.

Capture the returned confirmation (Event ID or summary).

1. In your test console or live chat, ask: “Schedule an appointment” with a date/time.
2. Provide a test contact (name + email) or pick an existing record.
3. Capture the returned confirmation (Event ID or summary).

- Subject/Title
- Start/End (timezone correct)
- Owner = the <code>zoho_location_id</code> user you set
- Related Contact/Lead (and Account, if mapped)
- Attendees/Invitees
- Description (context from AI)

1. Go to Activities → Events.
2. Verify:
 - Subject/Title
 - Start/End (timezone correct)
 - Owner = the <code>zoho_location_id</code> user you set
 - Related Contact/Lead (and Account, if mapped)
 - Attendees/Invitees
 - Description (context from AI)

Use your chosen cancellation path and confirm the Event is updated/removed.

- Use your chosen cancellation path and confirm the Event is updated/removed.

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Prerequisites

Configure your Newo.ai project

Collect the Zoho CRM User ID

Create the Zoho Self Client and capture credentials

Generate an authorization code

Create a test appointment

Verify in Zoho CRM

Negative test (cancel)