Deluge in Zoho services #5: Zoho Connect

Deluge in Zoho services #5: Zoho Connect

Hello everyone,

Greetings from Deluge! Whoosh 🌬️ That's how quickly the first two months of 2023 came to an end, and now we're in full speed ahead! We hope you found the previous post in this series useful and are now back with our latest post.

Basically, ‌Zoho Connect is a team collaboration application that allows you to keep your workplace communication organized by building a thriving workplace culture for internal communications, employee engagement, and cross-team collaboration. As you all know, Deluge, our very own scripting language enables users to add logic to their applications/services, thereby making them more powerful and robust. Let us now explore the ways in which you can use Deluge to achieve more with Zoho Connect and stay powerfully connected!

In addition to supporting connections that enable you to log in to any Zoho or third-party service and access your data stored in those services, Zoho Connect supports Deluge in the following seven areas:

1. Incoming webhooks

In general, webhooks are used to trigger an action in one application using real-time events from an external service. Here, webhooks allow you to integrate Zoho Connect with other external services. They are of two types - Incoming webhooks and Outgoing webhooks (explained in the next heading).

Incoming webhooks are used to trigger an action inside Zoho Connect using real-time events from other Zoho products or third-party services. You can use incoming webhooks to post messages in Zoho Connect so that you can stay updated on activities in other applications without leaving Connect.Using Deluge, you can write custom logic that will be triggered upon an event in another application. For example, you can post messages in the Job Openings Connect group using these webhooks whenever a new opening is added to your portal. 

Note: Incoming Webhooks are available only at the Group level inside your Connect account.

Example

Let's assume that you had conducted a live workshop for your organization. Now, you've built a Feedback Form using Zoho Forms and emailed the form to your attendees. When an attendee fills in their details in the form and clicks submit, an incoming webhook will be triggered and the attendee's feedback will be added as a post inside the Feedback Group in Zoho Connect. Additionally, you can also present the feedback post in a presentable manner by using the advanced formatting options available for incoming webhooks.

See how it works



Note: Refer to the help page to learn how to achieve this automation.

2. Workflows

Workflows allow you to create a set of rules for Zoho Connect modules such as Profile, Feed, Events, Tasks, Polls, and Announcements, based on which the defined actions would be performed in a repetitive manner. These workflow rules can automate the specified actions like assigning tasks, creating events, and so on, whenever a rule is triggered. You (admin) can associate Deluge functions with the configured workflows and specify where (Network/Group) and in which instances that rule should be triggered. You can also set one or more conditions based on which the specified actions will be executed.

Example

Currently, in Connect, we can enable the Moderation option to allow group admins (moderators) to approve all posts and comments made in the group before they are made visible to everyone. To automate this process, we can use the Deluge AI tasks - analyze sentiment and keyword extraction that check the Connect posts for sentiments and extract the keywords that deem it unsuitable to be shared with a wider audience. For example, you have created a Zylker Writers Club group in Connect that allows its members to post their write-ups on a monthly basis. A workflow can be configured to check the live posts for their content. You can write a custom function for the workflow using Deluge to send a mail to the group admin asking them to review the posted content if the posts contain sensitive/hurtful content. Additionally, you can also configure the same function to create a task to be assigned to yourself (admin) with priority set as "high" and status as "to be reviewed". If the posts do not contain any sensitive content, an email can be sent to the group admin notifying them that posts have been made live in their group.

See how it works



Note: Refer to the help page to learn how to achieve this automation.

Custom Menu

Custom menus in Zoho Connect let you add customized menus to entities such as group conversations, tasks, and events, in addition to the default menus—Follow, Print, Bookmark, and Copy post URL that are already available. These custom menus can be configured to perform the required actions and solve requirement-specific use cases. You can write a Deluge custom function and define how the menu should work. These custom menus can then be shared with a set of users or groups.

Example

Let's assume you've created a Connect group named Zylker Feedback where you've configured the feedback collected from forms to be posted in this group. Now, let's assume you want to create a support ticket in Zoho Desk for the Connect feedbacks that are actionable. You can configure a custom menu named Create support ticket by defining a Deluge custom function for each of the required handlers and publishing the custom menu. When you access the respective group, you can click the ellipsis (three-dots) icon beside a post and the custom menu will be listed under the More option. You can click the menu, enter the required details and the ticket will be created successfully in Desk. This way, you can automate the process of ticket creation and ensure a quicker response to your customers.

See how it works



Note: Refer to the help page to learn how to achieve this automation.

4. Outgoing webhooks

An outgoing webhook enables you to trigger real-time updates from Zoho Connect to other Zoho products or third-party services. For example, you can send the details of posts or events in Connect to external services using these webhooks. This data transfer takes place via an authenticated API URL (webhook URL). You can also choose the required action to be performed when the trigger activity occurs i.e., either push information to a URL or perform an action defined in the Deluge custom function. For example, you can define a custom function to notify users in Zoho Cliq when an event is created or sync your data in Connect with third-party services like Trello.

5. Function APIs

While integrating two services using APIs, the structure of requests from one service must match the requirements of the other service. For example, to integrate Zoho Connect with SmartTask or any other task management application, the request and response structure of the Zoho Connect Create Task API must be followed.

However, the request and response structure of one service might not always meet the requirements of the other service. Function APIs include handlers that let you format the request and response structure of an API to match the requirements of a specific service. You can write a Deluge custom function to define how the request needs to be handled or customized by these handlers. Depending on the type of request made, the relevant handler will be triggered.

6. Scheduler

Schedulers in Zoho Connect enable you to automate your routine tasks without any user input. You can configure your schedulers to repeat at certain intervals — such as everyday, weekly or every month and thereby save manual time and labor.

7. User sync

Most organizations use enterprise directory systems (such as Active Directory or LDAP) to maintain employee information. For larger organizations, it can be difficult to manually add and manage users in the network. Zoho Connect's User Sync option simplifies these processes by enabling you to add, update, and disable user profiles in bulk using a .CSV file.

Handlers in User Sync enable you to perform customized actions on the input data. You can define the necessary action by writing a Deluge custom function in these handlers.

Currently, the User Sync option has two handlers: Function Handler and Post-Function Handler.
  • Function Handler: Define the action to be executed before syncing the user details with the Zoho Connect network. Ideally, this handler is triggered once a CSV file is uploaded. You can use this handler to make changes to the data in the CSV file. For example, you can write a function to change the email domain based on the location or reorder the first name and last name to align with local usage.
  • Post-Function Handler: Define the action to be executed after syncing the user details with the Zoho Connect network. You can use this handler to notify the admin that the user details are synced or send a welcome email to the newly added members.
You can refer to this help page to view more examples and sample scripts.
That’s it for now! We hope you found this post useful—we'll be exploring Deluge in Zoho Bug Tracker in our next post. Please let us know if you have any questions, feedback, or suggestions in the comments, or write to us at support@zohodeluge.com.

You can also check out our preview posts in this series.
Thank you!

    Access your files securely from anywhere

        All-in-one knowledge management and training platform for your employees and customers.






                              Zoho Developer Community



                                  Bootcamp
                                  Community
                                  Pricing
                                  Webinars
                                  What's New
                                  Integrations
                                  Contact Support
                                  Contact Sales
                                    Zoho Survey Resources
                                      Features
                                      Survey Templates
                                      Integrations
                                      Community
                                      iOS Mobile Surveys
                                      Pricing
                                      Android Mobile Surveys
                                      Insurvey Blogs
                                      Insight Blogs
                                      Tips & Tricks





                                                  Latest Feature Updates

                                                    • Desk Community Learning Series


                                                    • Digest


                                                    • Functions


                                                    • Meetups


                                                    • Kbase


                                                    • Resources


                                                    • Glossary


                                                    • Desk Marketplace


                                                    • MVP Corner


                                                    • Word of the Day


                                                    • Ask the Experts




                                                        Zoho SalesIQ Resources


                                                              Manage your brands on social media
                                                              Access Zoho Social

                                                                Zoho Pagesense Resources


                                                                    Zoho TeamInbox Resources

                                                                      Zoho DataPrep Resources


                                                                        Zoho CRM Plus Resources

                                                                          Zoho Books Resources


                                                                            Zoho Subscriptions Resources

                                                                              Zoho Projects Resources


                                                                                Zoho Sprints Resources


                                                                                  Qntrl Resources


                                                                                    Zoho Creator Resources



                                                                                        Zoho CRM Resources

                                                                                        • CRM Community Learning Series

                                                                                          CRM Community Learning Series


                                                                                        • Kaizen

                                                                                          Kaizen

                                                                                        • Functions

                                                                                          Functions

                                                                                        • Meetups

                                                                                          Meetups

                                                                                        • Kbase

                                                                                          Kbase

                                                                                        • Resources

                                                                                          Resources

                                                                                        • Digest

                                                                                          Digest

                                                                                        • CRM Marketplace

                                                                                          CRM Marketplace

                                                                                        • MVP Corner

                                                                                          MVP Corner









                                                                                            Design. Discuss. Deliver.

                                                                                            Create visually engaging stories with Zoho Show.

                                                                                            Get Started Now


                                                                                              Zoho Show Resources

                                                                                                Zoho Writer

                                                                                                Get Started. Write Away!

                                                                                                Writer is a powerful online word processor, designed for collaborative work.

                                                                                                  Zoho CRM コンテンツ




                                                                                                    Nederlandse Hulpbronnen


                                                                                                        ご検討中の方




                                                                                                                • Recent Topics

                                                                                                                • Function #11: Apply unused credits automatically to invoices

                                                                                                                  Today, we bring you a custom function that automatically applies unused credits from excess payments, credit notes, and retainer payments to an invoice when it is created. Prerequisites: Create a Connection named "zbooks" to successfully execute the function.

                                                                                                                • Tip #60- Exploring Technician Console: Screen Resolution- 'Insider Insights'

                                                                                                                  Hello Zoho Assist Community! Have you ever started a remote session and felt the screen quality wasn’t sharp enough for detailed work? A new user recently explored Zoho Assist after installing the trial version and running a few initial tests. While the

                                                                                                                • Right Moment, Right Message, Right Operator: Never Miss a High-Intent Lead

                                                                                                                  Ever been on a website or app, thinking “Should I buy this or not?” and suddenly a friendly message “Hi! How can I help you?” pops up at the perfect moment? That’s not luck. That’s timing done right. Engaging right visitors at the right moment, with the

                                                                                                                • CRM x WorkDrive: We're rolling out the WorkDrive-powered file storage experience for existing users

                                                                                                                  Release plan: Gradual rollout to customers without file storage add-ons, in this order: 1. Standalone CRM 2. CRM Plus and Zoho One DCs: All | Editions: All Available now for: - Standalone CRM accounts in Free and Standard editions without file storage

                                                                                                                • Zoho CRM Workflow Automation: Activate & Deactivate Workflows Using API

                                                                                                                  Zoho has now enabled: ✅ Activate / Deactivate workflows using API ✅ Schedule workflow activation & deactivation This is extremely useful for real-world automation use cases 💡 🧩 My Use Case I created a scheduled automation that: ☀️ Activates workflows

                                                                                                                • Function #53: Transaction Level Profitability for Invoices

                                                                                                                  Hello everyone, and welcome back to our series! We have previously provided custom functions for calculating the profitability of a quote and a sales order. There may be instances where the invoice may differ from its corresponding quote or sales order.

                                                                                                                • [Free Webinar] Zoho RPA - OCR, PDF Automation, & More

                                                                                                                  Hello Everyone! Greetings from the Zoho RPA Training Team! We’re excited to invite you to our upcoming webinar on the latest release updates for Zoho RPA, where we’ll unveil powerful new capabilities designed to make your automation journey smarter, faster,

                                                                                                                • Zobot Execution Logs & Run History (Similar to Zoho Flow)

                                                                                                                  Dear Zoho SalesIQ Team, We would like to request an enhancement for Zoho SalesIQ Zobot: adding an execution log / run history, similar to what already exists in Zoho Flow. Reference: Zoho Flow In Zoho Flow, every execution is recorded in the History tab,

                                                                                                                • Global Search Settings

                                                                                                                  I'd love a way to remove some modules from being included in the global search. This would allow use to provide a better user experience, limiting the global search to only those modules that are regularly used removing any models used for background

                                                                                                                • Card Location in Zobot

                                                                                                                  Hello, when using the “Location” card in a codeless builder Zobot, the behavior in WhatsApp is inconsistent. When asking the user to share their location, they can type a message, which will return the message “Sorry, the entered location is invalid.

                                                                                                                • Automation Series: Auto-create Dependent Task on Status Change

                                                                                                                  In Zoho Projects, you can automatically create and assign a dependent task when a task’s status is updated. This helps teams stay aligned, ensures reviews happen on time, and reduces manual effort. In this post, we’ll walk through an easy setup using

                                                                                                                • Languages in Zobot

                                                                                                                  Hello, I have found a list of supported languages for the Zobot. The information specifies the languages are supported in the following 3 features: SalesIQ supports 34 different languages in the following features. Resources (Articles, FAQs, Small Talks)

                                                                                                                • Function #6: Calculate Commissions for paid invoices

                                                                                                                  Zoho Books helps you automate the process of calculating and recording commissions paid to sales persons using custom functions. We've written a script that computes the commission amount based on the percentage of commission you enter and creates an

                                                                                                                • Composite items inside of composite items; bill of materials needed

                                                                                                                  Hi Zoho and Everyone, I am evaluating whether Zoho Inventory will work for my small business. I grow and harvest herbs and spices but also get from wholesalers. I use all these items to make herbal teas, but also sell them as individual items on my Shopify store and Etsy. I discovered the composite item bundling and am wondering if I could get some assistance since there is no bill of materials: Our herbal company's best selling tea is a sleepytime tea. Sleepytime Tea can be purchased in three weights

                                                                                                                • Action required: Reauthorizing your Google account in Zoho Sign for automatic cloud backup to Google Drive

                                                                                                                  This is applicable to users who have already configured automatic cloud backup to Google Drive. Hi there! Google has mandated reauthorization of all preconfigured third-party integrations to ensure only the necessary scopes are shared as an improved security

                                                                                                                • Zoho CRM Layouts

                                                                                                                  I have customised all our modules, Leads, Contacts and deals, and within them, I have created lots of different layouts depending on the type of Lead or contact, for example. Since the new Zoho UI came out, they have all disappeared. I have gone into

                                                                                                                • WhatsApp IM in Zoho Desk always routes to Admin instead of assigned agent

                                                                                                                  Hello Zoho Experts, I connected WhatsApp IM to my Zoho Desk account. I only assigned my Customer Service (CS) agent to the WhatsApp channel, and I did NOT include Admin in this channel. However, every new WhatsApp conversation automatically gets assigned

                                                                                                                • hide resolution from help centre

                                                                                                                  to my surprise, i just found out that the resolution text is public in the helpcenter, even if 'notify customer' is off. is there a workaround to that? how do others deal with this? How zoho support does this and I don't think its used by Zoho in the first place. the resolution is meant to be private, not public

                                                                                                                • Zoho Analytics + Facebook Ads: Performance Alerts for Active Campaigns

                                                                                                                  Is it possible with integration of Zoho Analytics with Facebook Ads and set up alerts or notifications for active campaigns when performance drops? For example, triggering a notification if CTR goes below a defined threshold or if other key metrics (like

                                                                                                                • Multiple upload field CRM

                                                                                                                  I desperately need the functionality to add more than one upload field to web to contacts form. How can I do this?

                                                                                                                • Sort by age

                                                                                                                  It would be very helpful if there was a way to sort by age in the Age column. Please add this function if possible. Thanks!

                                                                                                                • Lookup Field Option Not Available in Customization

                                                                                                                  Hello, I am trying to customize different modules (e.g., Work Orders, Systems, and others), but I am unable to find the Lookup field option in the layout customization. When I go to: Setup → Customization → Modules and Fields → Add Field The Lookup field

                                                                                                                • Scheduled sending of a poll and its results

                                                                                                                  Is there a way to schedule sending a poll to all my users and have the results sent separately to the team?

                                                                                                                • Integrating Zoho Suite and apps more with Linux

                                                                                                                  I just got introduced with Zoho just couple of months ago, and I've already planned to contribute to it, even though it's not an open-source software. Still I have found it's potential to beat the tech giants and still being respective towards data privacy

                                                                                                                • Store Submitted Forms as PDF

                                                                                                                  Hi there, Is there a method to store Form submissions as a PDF in workdrive for archival? I set the form to email the submission to the user and an internal inbox but I'd really love to store the final form as PDF in workdrive automatically. I can't seem

                                                                                                                • System Components menu not available for Tablet to select language

                                                                                                                  I have attached a screenshot of my desktop, mobile, and tablet menu builder options. I am using 2 languages in my application. Language Selection is an option under the System Components part of the menu, but only for my desktop and phone(mobile). My

                                                                                                                • Separate Items & Services

                                                                                                                  Hi, please separate items and services into different categories. Thank you

                                                                                                                • CRM->INVENTORY, sync products as composite items

                                                                                                                  We have a product team working in the CRM, as it’s more convenient than using Books or Inventory—especially with features like Blueprints being available. Once a product reaches a certain stage, it needs to become visible in Inventory. To achieve this,

                                                                                                                • Add an option to disable ZIA suggestions

                                                                                                                  Currently, ZIA in Zoho Inventory automatically provides suggestions, such as sending order confirmation emails. However, there is no way to disable this feature. In our case, orders are automatically created by customers, and we’ve built a custom workflow

                                                                                                                • Peppol: Accept Bill (Belgium)

                                                                                                                  Hi, This topic might help you if you're facing the same in Belgium. We are facing an issue while accepting a supplier bill received by Peppol in Zoho Books. There is a popup with an error message: This bill acceptance could not be completed, so it was

                                                                                                                • Want to use Zoho Books in Switzerland. CHF support planned?

                                                                                                                  Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy

                                                                                                                • Feature Request - Gift Cards or Gift Voucher Capability in Zoho Commerce

                                                                                                                  Hi Zoho Commerce team, I'm comming accross more and more retail businesses who sell gift cards. As there is currently no way to manage this in Zoho Commerce, it is a blocker to addoption. This is particularly popular in Europe and North America. I recently

                                                                                                                • Highlight a candidate who is "off limits"

                                                                                                                  Hello: Is there a way to highlight a candidate who is "off limits"?  I would like to have the ability to make certain candidate and / or Client records highlighted in RED or something like that.   This would be used for example when we may have placed a candidate somewhere and we want everyone in our company to quickly and easily see that they are off limits.  The same would apply when we want to put a client or former client off limits so no one recruits out of there. How can this be done? Cheers,

                                                                                                                • Closing off tasks automatically based on project status

                                                                                                                  Is there a way to close off all open tasks when a project is set as Cancelled?

                                                                                                                • [Free webinar] Understanding connections and datasources in Zoho Creator - Creator Tech Connect

                                                                                                                  Hello everyone, We’re excited to invite you to another edition of the Creator Tech Connect webinar. About Creator Tech Connect The Creator Tech Connect series is a free monthly webinar featuring in-depth technical sessions designed for developers, administrators,

                                                                                                                • Bridge the Gap Between your Service and Finance Teams

                                                                                                                  In field service, the most expensive distance isn’t the drive to a customer’s home—it’s the gap between a finished job and a paid invoice. Zoho FSM leverages the power of Zoho Invoice to handle and manage billing operations. It enables you to: Instantly

                                                                                                                • Direct URL to "View Record"

                                                                                                                  I would like to create a button (Deluge Script) to jump to the "view record" without passing by the record menu, but I can not aford to find the right url. I don't want the "view record" as a single page. I want the "view record" in the application like the picture below: Thanks in advance for your help

                                                                                                                • Live Chat for user

                                                                                                                  Hi everyone, I’m new to Zoho Creator and wanted to ask if it’s possible to add a live chat option for all logged-in portal users so they can chat internally. I’m trying to create a customer portal similar to a service desk, but for vehicle breakdowns,

                                                                                                                • SalesIQ Chat Owner to CRM Lead Owner Mapping

                                                                                                                  There is no proper mapping between the SalesIQ chat owner and the CRM lead owner. When a chat is assigned to an agent, the lead created in CRM is often assigned to a different user, forcing admins to manually change ownership every time. This creates

                                                                                                                • Product line search in quotes

                                                                                                                  Is there a way to change the search setting when you add a product line to a quote. We have created a field in products called 'Part Number' and I would like when I'm adding a product line to the quote that I can search on that field. At the moment it only searches on product description. In products I can search on the 'Part Number' field Any help welcome.

                                                                                                                • Next Page