Zoho CRM record in blueprint unable to initiate any form of approval process

Zoho CRM record in blueprint unable to initiate any form of approval process

My business case

As a penetration testing company, we have engagements that need to follow a set path, from “to be scheduled” to “assigned to tester” to “regulatory documents sent” to “testing in progress” to “report delivered”. On this path, a particular stage will initiate a series of documents to be generated and saved to file. Before these documents can be sent to the customer, we need (regulatory requirement) to have the technical director review them and approve them to send to the customer.

 

What we have setup in ZOHO

  • The engagements are in a CRM custom module called “Tests”
  • “Tests” are in a blueprint call “Tests – Scheduling”
  • The transition called “Assigned to Tester” uses the After custom action to use a function that calls a Zoho Flow webhook.
  • FLOW generates the Test Plan and Statement of Work documents by calling the WRITER “merge and store” module for the respective Org Templates.
  • The documents are stored in WORKDRIVE.

 

Now I need to have our Tech Director review and approve the documents so I can send them to the customer.

 

Things I have tried that don’t work

Zoho Writer – using the automation action “Merge & send for approval”  - Zoho Support has confirmed that this method IS NOT supported via API or deluge calls therefore not a solution.

Zoho CRM – using the Approval process – Zoho support has confirmed that Approvals are not supported while a record is in a blueprint therefore not a solution.

 

Things I haven’t tried

Zoho Workdrive – using the new feature "Workflows" – Zoho support have confirmed I don’t have this feature yet and don’t know when I will receive it.
 

Please please please, does anyone know how we achieve this fairly straightforward requirement?  

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