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

                                                                                                                • COQL API in JS Widget only pulling 200 records

                                                                                                                  Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?

                                                                                                                • Standard Description Field - Can I change label or add dd tooltip

                                                                                                                  Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?

                                                                                                                • Introducing parent-child ticketing in Zoho Desk [Early access]

                                                                                                                  Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-child

                                                                                                                • Compensation | Salary Packages - Hourly Wage Needed

                                                                                                                  The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.

                                                                                                                • Customizing Helpcenter texts

                                                                                                                  I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t found

                                                                                                                • Ability to Edit Ticket Subject when Splitting a Ticket

                                                                                                                  Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification

                                                                                                                • Automatically Update Form Attachment Service with Newly added Fields

                                                                                                                  Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when new

                                                                                                                • Unable to produce monthly P&L reports for previous years

                                                                                                                  My company just migrated to Books this year. We have 5+ years financial data and need to generate a monthly P&L for 2019 and a monthly P&L YTD for 2020. The latter is easy, but I'm VERY surprised to learn that default reports in Zoho Books cannot create

                                                                                                                • Reopen ticket on specific date/time

                                                                                                                  Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)

                                                                                                                • API credit COQL COUNT

                                                                                                                  The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?

                                                                                                                • Anyone Building AI-Based SEO Dashboards in Zoho Analytics?

                                                                                                                  Hey everyone, I’m currently working on an SEO reporting dashboard in Zoho Analytics and looking to enhance it with AI-based insights—especially around AI visibility, keyword trends, and traffic sources. The goal is to track not just traditional metrics

                                                                                                                • Weekly Tips : Save Time with Saved Search

                                                                                                                  Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—you

                                                                                                                • Remove 'This is an automated mail from Zoho Sign' in footer

                                                                                                                  Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, Tristan

                                                                                                                • Organize and manage PDFs with Zoho PDF Editor's dashboard

                                                                                                                  Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: Upload

                                                                                                                • Passing Info from Function to Client Script

                                                                                                                  Hello, I have recently started making use of client script for buttons, allowing me to give the user information or warnings before they proceed. This is great. However, I have never quite managed to pass back any extra information from the function to

                                                                                                                • Drag 'n' Drop Fields to a Sub-Form and "Move Field To" Option

                                                                                                                  Hi, I would like to be able to move fields from the Main Page to a Sub-Form or from a Sub-Form to either the Main Page or another Sub-Form. Today if you change the design you have to delete and recreate every field, not just move them. Would be nice to

                                                                                                                • Zoho Payroll for Canada

                                                                                                                  Is anyone else having problems getting setup for Canada?

                                                                                                                • Passing the CRM

                                                                                                                  Hi, I am hoping someone can help. I have a zoho form that has a CRM lookup field. I was hoping to send this to my publicly to clients via a text message and the form then attaches the signed form back to the custom module. This work absolutely fine when

                                                                                                                • One Contact with Multiple Accounts with Portal enabled

                                                                                                                  I have a contact that manages different accounts, so he needs to see the invoices of all the companies he manage in Portal but I found it not possible.. any idea? I tried to set different customers with the same email contact with the portal enabled and

                                                                                                                • User Automation: User based workflow rules & webhooks

                                                                                                                  User management is an undeniable part of project management and requires adequate monitoring. As teams grow and projects multiply, manual coordination for updating users & permissions becomes difficult and can give way to errors. User automation in Zoho

                                                                                                                • Default Ticket View - Table?

                                                                                                                  Guys, We mostly use the table view to queue tickets. Maybe I am missing it - but how can I set that view as 'default" for all our agents? Thanks JV

                                                                                                                • Zoho One IS BUGGY

                                                                                                                  Here are some things that just don't work: - Disabling applications from certain Spaces - Adding users (probably only for me) - Renaming applications in Zoho One Portal (fixed by now) - Reordering applications in Spaces When I try to reorder: It feels

                                                                                                                • Merge Fields that previously worked are now giving an Error!

                                                                                                                  Saving a URL Link button on the Deal module. The below fields used to save without issue at all, but now produce an error of "URL contains unsupported merge field!" ${Contacts.Mailing Street} ${Contacts.Mailing City} ${Contacts.Mailing State} ${Contacts.Mailing

                                                                                                                • Clarification on Zoho Forms 1-User Plan: Multiple Submitters and Approvers

                                                                                                                  Question Content (Copy–Paste Ready) Hello Zoho Team, I would like clarification regarding Zoho Forms pricing and user limits. I am planning to subscribe to the ₹700/month (1 user) plan. My use case is as follows: Only 1 person (myself) will create and

                                                                                                                • App for Mac OS X please!

                                                                                                                  It would be awesome to have a mail app for Mac OS X that included all the cool features such as steams, calendar, tasks, contacts, etc. Most people prefer native apps, rather than running it through a web browser. I know that we can use the IMAP, CalDAV,

                                                                                                                • Facing Issues with Sites Mobile font sizes

                                                                                                                  my page renediaz.com is facing issues mobile view, when i try to lower font sizes in home page, instead of changing the size, it changes the line space

                                                                                                                • Zoho Books Payroll

                                                                                                                  How am I supposed to do payroll and pay my employees with Zoho Books? I think it's pretty strange that an accounting software doesn't have the ability to perform one of the most common functions in business; paying your employees. Am I missing something,

                                                                                                                • 60 Days Into Zoho - Tiktok Branding Startup -7 Questions?!

                                                                                                                  Wsp Everybody I co-own a TikTok Branding / Consulting Startup & have been using Zoho for the past 60 days - Am now looking to make our overall operations & processes more Efficient & Effective! Curious to know how others are using the platform & what's

                                                                                                                • Notifications in Cliq client for Linux

                                                                                                                  If I got it right, Cliq desktop client for Linux does not use the generally accepted notification method via org.freedesktop.Notification interface. For this reason, Cliq notifications do not look and behave as all other notifications. Is it possible

                                                                                                                • Canvas templates can now be shared with different CRM organizations

                                                                                                                  ----------------------------------------Moderated on 14th February, 2023------------------------------------------- Dear all, This feature is now open for all users in all DCs. To learn more about importing and exporting canvas templates, read our help

                                                                                                                • Change Last Name to not required in Leads

                                                                                                                  I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

                                                                                                                • creating an alias

                                                                                                                  your instructions for creating an alias are wrong. there is no add alias in my mail account. also i dont have a control panel link just a settings link how do i really make an alias

                                                                                                                • Reply to Email for SO/PO

                                                                                                                  Hello, We are new to Zoho Books and running into an issue. Our support@ email is our integration user. When our team is sending out PO/SO's we are updating the sender email, but for some reason many of our responses are coming back to our support@ email

                                                                                                                • ZOHO Payroll Canada

                                                                                                                  Any plans on the roadmap for Canada?

                                                                                                                • Zoho Books Sandbox environment

                                                                                                                  Hello. Is there a free sandbox environment for the developers using Zoho Books API? I am working on the Zoho Books add-on and currently not ready to buy a premium service - maybe later when my add-on will start to bring money. Right now I just need a

                                                                                                                • Multi-currency and Products

                                                                                                                  One of the main reasons I have gone down the Zoho route is because I need multi-currency support. However, I find that products can only be priced in the home currency, We sell to the US and UK. However, we maintain different price lists for each. There

                                                                                                                • Custom Module Missing from Roles & Permissions List

                                                                                                                  Hi Zoho Community, I created a new Custom Module in Zoho Expense. The module is fully built and I can see it in the Module Builder (Settings > Customization > Modules). However, I am unable to deploy this to my users because the module does not appear

                                                                                                                • ZOHO Writer Folders

                                                                                                                  Hi We would love to have ability to create folders on the left hand side. We would then be able create and store our documents within each folder Hope you can provide this feature soon ! dux.centra

                                                                                                                • How can Data Enrichment be automatically triggered when a new Lead is created in Zoho CRM?

                                                                                                                  Hi, I have a pipeline where a Lead is created automatically through the Zoho API and I've been trying to look for a way to automatically apply Data Enrichment on this created lead. 1) I did not find any way to do this through the Zoho API; it seems like

                                                                                                                • Escalation request: organization merge and data export (Ticket [154609577])

                                                                                                                  Hello Zoho Team, I am posting here because my support ticket has not received substantive responses through the usual channels. Summary of the issue (ongoing for three weeks): I requested assistance with a data migration and a merge of two Zoho organizations.

                                                                                                                • Next Page