docs: add Zoho integration setup guide (ext-357)

[devin-ai-integration]

Zoho Integration Documentation Improvements

This PR enhances the Zoho integration documentation with a comprehensive setup guide and standardized documentation across all Zoho alias providers.

Changes

• Created shared documentation components for all Zoho alias providers:
  • /snippets/zoho-shared/zoho-shared-useful-links.mdx - Common useful links for all Zoho services
  • /snippets/zoho-shared/zoho-shared-gotchas.mdx - Common API gotchas for all Zoho services
• Updated all Zoho alias providers to use these shared components:
  • Zoho (main)
  • Zoho CRM
  • Zoho Books
  • Zoho Bigin
  • Zoho Desk
  • Zoho Inventory
  • Zoho Invoice
  • Zoho Mail
  • Zoho People
• Converted Common Scopes sections from tables to list format
• Updated access requirements tables with accurate information
• Added service-specific setup guides that reference the main Zoho guide
• Removed "Connection configuration in Nango" sections
• Organized useful links into shared and service-specific sections
• Enhanced API gotchas sections with shared and service-specific information
• Improved overall documentation consistency and maintainability

References

• Zoho Developer Hub
• Zoho API Console
• Zoho OAuth Documentation
• Zoho Multi-DC Support

Link to Devin run: https://app.devin.ai/sessions/94f14c04f0bf4a7bb75ab740686940de
Requested by: khaliq@nango.dev

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Comprehensive Overhaul & Standardization of Zoho Integration Documentation

This PR delivers a significant rework and modernization of all Zoho-related integration documentation, introducing a unified and comprehensive OAuth setup guide, shared documentation snippets for useful links and API gotchas, and service-specific guides for each Zoho alias provider (e.g., CRM, Books, Invoice, People, etc.). All provider docs now follow a standardized, DRY (Don't Repeat Yourself) pattern: repetitive setup instructions and OAuth details are replaced with references to a shared main guide, while ensuring provider-specific scopes, nuances, and gotchas are correctly isolated and easily maintainable. Documentation consistency, accuracy—especially with regard to region and data center information—and future extensibility have been prioritized, making onboarding for end users and future contributors much clearer and more streamlined.

Key Changes:
• Added a detailed, modular OAuth setup guide in zoho.mdx covering multi-region/datacenter support and general onboarding best practices.
• Created and refactored all Zoho provider docs (Bigin, Books, CRM, Desk, Inventory, Invoice, Mail, People) to use new shared content components for useful links and ```API`` gotchas. • Standardized Common Scopes` sections to list format and clarified which scopes/links/nuances are provider-specific.
• Removed outdated, redundant, or confusing instructions (such as connection configuration snippets) in favor of references to centralized shared guides.
• Improved overall documentation style, sectioning, example freshness, and made future edits easier by promoting documentation modularity.

Affected Areas:
• docs-v2/integrations/all/zoho.mdx
• docs-v2/integrations/all/zoho-bigin.mdx
• docs-v2/integrations/all/zoho-books.mdx
• docs-v2/integrations/all/zoho-crm.mdx
• docs-v2/integrations/all/zoho-desk.mdx
• docs-v2/integrations/all/zoho-inventory.mdx
• docs-v2/integrations/all/zoho-invoice.mdx
• docs-v2/integrations/all/zoho-mail.mdx
• docs-v2/integrations/all/zoho-people.mdx
• docs-v2/snippets/zoho-shared/zoho-shared-useful-links.mdx
• docs-v2/snippets/zoho-shared/zoho-shared-gotchas.mdx

Potential Impact:

Functionality: No impact to code execution. Documentation accuracy and onboarding experience are dramatically improved; facilitates correct integration setup, reduces redundant support queries, and enables easier updates as Zoho evolves.

Performance: No impact (documentation-only changes).

Security: Documentation now explicitly calls out credential handling, regional endpoint selection, and OAuth scope risks, reducing the likelihood of misconfiguration and related security issues.

Scalability: Shared, DRY documentation structure simplifies onboarding of new Zoho providers and future-wide updates, improving maintainability and decreasing manual update overhead.

Review Focus:
• Correctness and completeness of the shared OAuth setup guide and its general applicability across all Zoho providers.
• That provider docs preserve service-specific requirements, region/dc handling, and do not lose detail through deduplication.
• Proper use and functioning of shared snippet components (imports, Markdown rendering).
• Freshness of examples, links, and scope lists.
• Contributors should ensure deduplication did not inadvertently remove important edge-case instructions.

Testing Needed

• Manual walkthrough of the OAuth setup flow in each Zoho region/data center to ensure the new steps are complete and accurate.
• Verification that shared MDX snippets render properly in all contexts and do not break individual provider pages.
• Ensure all provider-specific info (scopes/gotchas) remains and is current post-refactor.
• Check for link rot and confirm examples/reference links are up-to-date.

Code Quality Assessment

docs-v2/integrations/all/zoho-inventory.mdx: Only Inventory-relevant info listed; shared gotchas/links.

docs-v2/integrations/all/zoho-mail.mdx: Uses shared pattern, mail-specific details clear.

docs-v2/integrations/all/zoho-bigin.mdx: Service-specific; shared content used effectively; only Bigin-specific scope/gotchas remain.

docs-v2/integrations/all/zoho-invoice.mdx: Follows new pattern; concise, correct, DRY.

docs-v2/integrations/all/zoho-desk.mdx: Effective modular doc update, keeps Desk-specific focus.

docs-v2/snippets/zoho-shared/zoho-shared-useful-links.mdx: Concise, comprehensive, maintainable.

docs-v2/snippets/zoho-shared/zoho-shared-gotchas.mdx: Neatly captures global API caveats; easily extendable.

docs-v2/integrations/all/zoho.mdx: Highly modular, clear sectioning, logical flow. Adheres to DRY, well-maintained.

docs-v2/integrations/all/zoho-books.mdx: Clean refactor, accurate region notes, current links/examples.

docs-v2/integrations/all/zoho-crm.mdx: Deduplicated, focused on CRM details, uses new shared structure.

docs-v2/integrations/all/zoho-people.mdx: Imports shared content; clarifies People-specific nuances.

Best Practices

Security:
• Highlights proper handling of OAuth credentials
• Explains scope implications and risk

Maintainability:
• Extensive use of shared markdown snippets encourages future extensibility
• Promotes DRY and modular structure

Documentation:
• Consistent formatting, explicit sectioning/headings
• Provider-specific vs. shared content separation
• Encourages contributions and notes how to improve

Possible Issues

• If shared snippets or central guides are inaccurate, errors can propagate to all provider docs at once.
• Documentation for niche or rare Zoho services could be inadvertently lost or oversimplified during refactoring.
• Ongoing maintenance is necessary to keep shared content synchronized with Zoho API/platform changes.
• Reviewers should confirm all previously present, provider-specific business rules around auth and regional behavior still exist and are correct.

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This summary was automatically generated by @propel-code-bot

[linear]

EXT-357 zoho: document access requirements and setup guide.

[devin-ai-integration]

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[devin-ai-integration]

I've recorded a video demonstrating the complete setup process for Zoho integration. The video shows the OAuth app creation process, including navigating the developer portal, configuring redirect URIs, and setting up necessary permissions.

[devin-ai-integration]

Closing due to inactivity for more than 7 days.

[hassan254-prog]

@lordsarcastic, this might be a good time to also add documentation for the other Zoho alias providers in this PR. You can follow this approach.