Business Intelligence
Zoho Analytics by Maxmel Tech
27 min
zoho analytics is an ai powered business intelligence platform for integrating, analyzing, and visualizing data from 500+ sources integrating it with make com enables automated data workflows, streamlined reporting, and actionable insights across diverse business applications this is ai generated content based on official zoho analytics documentation the content may still contain errors—please verify important information if you have questions, contact https //www zoho com/analytics/help/ directly how to get support on zoho analytics zoho analytics is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=zoho%20analytics\&app slug=zoho analytics community\&app unique id=zoho analytics mthtgp requirements to use the zoho analytics app in make, you must have a valid zoho login email address and an access token, https //www zoho com/analytics/ app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/zoho analytics community/ click the install button follow the on screen instructions to complete the setup connect zoho analytics and {{product name}} to get started, you must first create a connection between zoho analytics and {{product name}} , allowing the two services to communicate you can connect using the following method oauth2 0 oauth2 0 instructions you need to generate your token login to your platform using your credentials register a new client application generate the authorization code exchange the authorization code to generate the access token and refresh token note the generated client id, client secret, access token, and refresh token some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=zoho%20analytics\&app slug=zoho analytics community\&app unique id=zoho analytics mthtgp create the connection in {{product name}} https //www make com/en/register , add the zoho analytics module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your zoho analytics or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page zoho analytics modules after connecting to the zoho analytics app, you can choose from a list of available modules to build your {{scenario plural lowercase}} activate users enables or activates user accounts in the selected application or service, allowing those users to start accessing its features add members to a group adds selected members to a specific group of your choice add users adds new users to your chosen system or application, allowing them to access and use its features add users to a workspace adds selected users to a workspace according to the criteria and settings you define, making it easy to manage workspace membership automatically add a row inserts a new row of data into a table or spreadsheet you choose, allowing you to easily add information to your existing records change email schedule status updates the status of a scheduled email in the system, allowing you to activate, pause, or modify the delivery of your email campaigns change user role updates a user's role within the system, allowing you to assign them new permissions or responsibilities change a workspace user's role updates a user's role within a workspace by assigning them a new, specified role this module lets you easily manage user permissions by changing what a user can do in the workspace create a group creates a brand new group within the chosen service, allowing you to organize users or resources according to your needs create an email schedule allows you to set up and manage a schedule for sending emails automatically at the dates and times you choose create an export job using a view id creates an export job that gathers data from a specific view id, allowing you to export the information you need from that particular view create an export job using an sql query creates an export job that runs a specific sql query to retrieve and export your data create an import job creates a new import job that allows you to bring data into a specific table of your choice create an import job for an existing table creates a new import job to add data to an existing table in your database deactivate users this module allows you to deactivate selected users in the service according to the parameters you provide, helping you manage user access efficiently delete workspace users removes selected users from a workspace according to the criteria you set delete a group permanently removes a selected group from your account, erasing all associated data from the service delete a row removes a selected row from a specific table or data range, helping you keep your information up to date by deleting entries you no longer need delete an email schedule removes a selected email schedule from your account, ensuring that the specified scheduled email will no longer be sent get group details fetches comprehensive information about a particular group, including its key details and attributes get an export job fetches comprehensive information about a particular export job by using the specified job id, allowing you to view all the details related to that export process get an import job fetches comprehensive information about a particular import job using its unique id, allowing you to view all the details related to that specific job list groups fetches a complete list of all existing groups in your account, allowing you to view and manage them easily list users fetches a complete list of all users in your account, allowing you to view details about each user list workspace users fetches a complete list of all users within a workspace, allowing you to see who has access and manage your team more effectively make an api call executes a custom api request to the app, allowing you to access any authorized endpoint and perform actions not covered by the standard modules remove members from a group removes selected members from a group, allowing you to manage group membership by taking out the individuals you specify remove users removes selected users from the specified service or application, effectively revoking their access and permissions rename a group changes the name of an existing group to a new name that you specify sync data keeps information in sync between two systems by automatically updating both whenever changes occur, so you always have the most current data in each place update workspace users' status allows you to change or update the current status (such as active, inactive, or custom statuses) of one or more users within a specific workspace update a row updates the details of a specific row within a selected table, allowing you to modify existing information as needed update an email schedule this module lets you update an existing email schedule in the service, so you can adjust when emails are sent or modify other details related to your email distribution plan watch email schedule triggers when a new email schedule is created or when an existing email schedule is updated, allowing you to automatically respond to changes in your scheduled emails templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} zoho analytics resources you can have access to more resources related to this app on the following links https //community make com/search?q=zoho%20analytics https //www zoho com/analytics/ https //www zoho com/analytics/help/ https //www zoho com/analytics/api/ https //www make com/en/integrations/zoho analytics community