[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM

[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM


Early Access
Resources
Feature availability 
Currently supported for CRM accounts in US Data Centers
Editions
CRM Enterprise & Ultimate, CRMPlus, Zoho One
Default credits added
15,000/Month - Enterprise | 20,000/Month - Ultimate
Usability
For Workflows, Blueprints, and Custom Buttons

Customers often need a way to extend their CRM functionality through various means. Functions, a simple way to write code, can define business logic on top of the CRM offerings.

Often, functions become bloated as the business needs grow. Invariably, they become big monolithic blocks of code. Their maintenance, re-use, debugging, etc., become a challenge.

Moreover, when you want to offload the series of operations to be orchestrated by functions, based on various business scenarios, customer touch points, or any third party application’s status, etc., it becomes even more cumbersome to make the functions work.
This is where Circuits in Zoho CRM come in very handy. Through Circuits, you can orchestrate the business flow through functions asynchronously offloaded from the CRM layer, still meaningfully hooked into the salesforce automation. It offers a great platform to write a typical step-function with easy using drag-and-drop(DIY builder) interface, adding great value to the business users.

Circuits offer a cascading structure to different states in a business process, allowing you to write functions that each individually feed their output into the next one, or any other one you pre-define. Not just that, it allows you to reroute, park for a certain period, or feed it in batches to enable just about any sort of action. 

Circuits offer the following benefits that allow developers to focus more on business logic:
  • Low-code - Create a circuit effortlessly with the visual drag-and-drop interface, which makes it easier for the users with minimum coding knowledge.
  • Developer-friendly - Circuits help you manage parallel processes, service integrations, spot failures, retry, and view logs, within minutes. Developers can focus on the business logic and not worry about these factors.
  • Orchestrate CRM Functions - Use various CRM functions on your circuit to integrate multiple third-party apps and Zoho CRM, seamlessly. Write functions once, and orchestrate them in circuits to solve different business needs.
  • Automate IT and business processes within CRM - Create a circuit, associate it to a workflow, blueprint, or button, and automate your entire business process. With high availability, scalability, and fault tolerance, circuits ensure the performance of your workflow remains consistent even with changing states and an increase in frequency.

Sample business scenario

To put it in action, let's talk about payment processes, that are a part of most business processes. Say for your business process, once a deal is won, you'd like to send a payment link to said deal, and then generate an invoice on successful payment. If the payment is unsuccessful, the link is re-sent. 

Here, we're building a circuit with two functions, in the order as mentioned below, and with the output of the former feeding into the consecutive function

A function that parses the details of the deal record, fetches the email ID, fetches the right payment URL and sends it to the deal.
A function that checks the payment status and updates the corresponding fields in CRM and generates an invoice on successful payment or resends the payment link to the deal upon payment failure.

So, let's understand why circuits are necessary in this business scenario. 
  • The order of orchestration - While CRM offers the option to write individual functions, as and when necessary for custom actions and workflows let you automatically execute them, Circuits goes one step further and streamlines the flow of your functions' logic, and simultaneously performs error handling. This ability to pick the order and states of your functions lets you pull in different third-party or external services to address minute use-cases. 
  • A single, editable space - A flow diagram that uses states and flows that include everything from functions to trigger record movement, using wait or parallel actions as others simultaneously occur, to record states that give you the record details. This not only gives you a bird's eye view of all that's configured in your circuit, but also, allows you to pinpoint issues, modify or reorganize it. 
  • Diagnose errors and view audit logs - A detailed log of each execution provides the status of each state's task execution, the payload and parameters passed, and the responses and exceptions generated.
  • Use Existing Functions - From picking functions you've already tried, tested, and are up and running in your CRM account, to using a circuit within another circuit, this flexibility opens up possibilities of handling so much of your out-of-the box requirements in a single space.

The flow of action here: 



Other examples of actions that can be performed with Circuits: 
- Generate reports automatically, track inventory, fulfil orders and track them, and generate receipts.
- Trigger a circuit when a deal is won, update the deal's details in a sheet, calculate the commission based on the revenue, and update the details back in CRM.
- Manage users, send custom push notifications based on specific conditions, and manage user-generated files in applications, automatically.

Once enabled for your account, Circuits will be available under: 
Setup > Developer Space > Circuits

Learn more about the components of Circuits and how you can make the most of it in the help documentation. Once we enable early-access to Circuits for your account, we'll send out an email confirming the same. 

Cheers!
Shylaja


    Access your files securely from anywhere









                          Zoho Developer Community




                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts





                                                          Manage your brands on social media



                                                                Zoho TeamInbox 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 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

                                                                                                          • Deleting unwanted ticket replies

                                                                                                            Hello, In a Zoho Desk Ticket thread, sometimes one of the recipients has auto-reply activated. This creates a new message in the Ticket thread that not only pollutes the thread, but most importantly cannot be replied properly because usually auto-reply e-mails don't do "reply all", so the other recipients are not included. I want to delete such a message in the Ticket thread. I searched the help of Zoho Desk, but only found a way to mark as Spam (https://help.zoho.com/portal/kb/articles/marking-support-tickets-as-spam)
                                                                                                          • Issue: Ticket Export Does Not Include Ticket Threads

                                                                                                            Dear Zoho Desk Support Team, I hope you’re doing well. I wanted to bring to your attention that the current ticket export feature in Zoho Desk does not seem to include the ticket threads or conversation history. When exporting tickets, only the summary
                                                                                                          • Updating an Invoice Line Item's Discount Account via API Call / Deluge Custom Function

                                                                                                            I need help updating an invoice line item's discount account via API. Below is a screenshot of the line item field I am referring to. Now the field to the left of the highlighted field (discount account) is the sales income account. I am able to modify
                                                                                                          • Unified customer portal login

                                                                                                            As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that
                                                                                                          • Ability to Set Client Name During Portal Invitation

                                                                                                            Hi Zoho Team, We would like to suggest an important enhancement to the Zoho Creator Client Portal functionality. Zoho Creator recently introduced the option to set a client’s display name in the Client Portal settings, which is very helpful for creating
                                                                                                          • スマホでキャンペンメールを見ると正しく表示されない

                                                                                                            キャンペーンのメール(HTML)を作成しましたが、スマホ表示に切り替えると正しく表示されません(添付参照)過去に作成したキャンペーンでは特に意識してませんでしたが、問題なく表示されていたようです。うまく表示される場合とされない場合の違いは何でしょうか?
                                                                                                          • Zoho CRM - Calendar Cards View - Let Users Decide What Is Displayed On Calendar Entries

                                                                                                            Imagine planning your week of face-to-face meetings across three counties. You’re trying to group appointments by location to make the best use of your time, but Zoho CRM’s calendar doesn’t show where each meeting is happening. You’re left trying to remember
                                                                                                          • 136.143.188.51 blocked by spamcop

                                                                                                            Zoho mailserver seems to be blocked by spamcop. Cant send mail to my customer. Not sure what to do.
                                                                                                          • Good news! Calendar in Zoho CRM gets a face lift

                                                                                                            Dear Customers, We are delighted to unveil the revamped calendar UI in Zoho CRM. With a complete visual overhaul aligned with CRM for Everyone, the calendar now offers a more intuitive and flexible scheduling experience. What’s new? Distinguish activities
                                                                                                          • Dashboard Autorefesh

                                                                                                            Good day, I am a dashboard that displays the number of tickets based on "Product Name". This dashboard is displayed on a big TV for the team to monitor. Can the dashboard auto-refresh every few minutes to display the new values? Currently, we have closed
                                                                                                          • Would be really awesome to have Created Time and Modified Time showing for custom functions list

                                                                                                            It would be SO HELPFUL to be able to sort custom functions by created time/ modified time. Also seeing a created by/ modified by with the little profile picture would be supremely helpful as well. Just really hard sometimes to find a function you were
                                                                                                          • Zoho Calendar Integrated Into CRM?

                                                                                                            I've searched around the forums but couldn't find anything addressing this . . .  Is there a plan to integrate Zoho's stand alone calendar solution into Zoho CRM?  The CRM calendar does an OK job but is very basic and the Zoho calendar is great, but I've only figured out to subscribe to my CRM calendar within ZCalendar - there is no 2-way sync. My preferred solution would be for ZCal to become the default calendar/event solution within Z CRM. Is this on the roadmap? Thanks
                                                                                                          • Conditional layouts - support for multi-select picklists

                                                                                                            Hi, The documentation for conditional layouts says the following: "Layout Rules cannot be used on the following field types: Auto Number Lookup Multi Select Lookup User Lookup Formula File Upload Multi Line" I have a custom module with a multi-pick list
                                                                                                          • Can I Create Different Page Layouts Based on a Specified Module Pick List Field

                                                                                                            I am trying to work out how to create different page layouts based on a specified module pick list field value, like the Salesforce feature where you can define multiple record types and then create custom page layouts for each record type. This is a super important feature as for almost all the modules we are using (Leads, Potentials, Accounts) we need to be able only show fields relevant to the record type. E.g. We need a very different page layout for a consumer lead Vs a commercial lead, same
                                                                                                          • Scheduling Tasks in Relation to Project End Date

                                                                                                            I use Zoho project  to help manage tasks that relate to a number of specific business events that take place.  I would like to be able to have my project end date be the date of the event and then work "back" from that date to say...   Add a task 2 weeks before the project end date to remind me to XYZ.  Does anyone know if there is a way to base task timings back from a project due date rather than a project start date?
                                                                                                          • Tips & tricks: Make SalesIQ automations work for you

                                                                                                            Every day, thousands of visitors land on your website. Some browse, some buy, and some leave without a word. But, wouldn’t it be great if you could automatically know who’s interested, engage them at the right moment, and never miss a lead, and all this
                                                                                                          • What formula to use in computing total hrs and decimal hrss

                                                                                                            So , my data includes log im column , 2 breaks with 2 columns that says back and lunch and 1 column that says back and logged out. What formula should i use to be able to automatically have my total hours as I input time in each column? Thankyou
                                                                                                          • How to apply customized Zoho Crm Home Page to all users?

                                                                                                            I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: The option to mark a customized
                                                                                                          • Function with Search Records was working until a few weeks ago, around when "Connected Records" was released

                                                                                                            I have a custom function that has been running for nearly a year now, which suddenly stopped working around the time Zoho released the "Connected Records" update. The function is no longer finding the record using the searchRecords function. I've changed
                                                                                                          • What's New in Zoho Analytics - October 2025

                                                                                                            Hello Users! We're are back with a fresh set of updates and enhancements to make data analysis faster and more insightful. Take a quick look at what’s new and see how these updates can power up your reports and dashboards. Explore What's New! Extreme
                                                                                                          • Notes of Tasks in Zoho CRM

                                                                                                            Hello, Is there a way to filter the Notes that appear on a Task to only show the notes related to that specific Task and not display all the Notes of the objects related to that Task (Accounts, Contacts, Deal, etc). In essence, our team struggles to understand
                                                                                                          • Multi-Page Forms in Zoho Creator!

                                                                                                            Let’s make long applications easier to handle by dividing them into pages, adding a progress bar, and guiding users step by step through complex data entry. This would be a total game-changer for the user experience and could significantly boost completion
                                                                                                          • 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
                                                                                                          • Ask the Experts 24: Analytics, data administration, and mobile experience with Zoho Desk

                                                                                                            Hello Everyone! Welcome back to the Ask the Experts(ATE) series! We were so focused on our Autumn 2025 release that we didn't host an ATE session last month. In this month's ATE, we'd like to expand our areas for discussion: we'd like to listen to your
                                                                                                          • How to next stage blueprint in Zoho Creator

                                                                                                            Hello, I have question, its possible to next stage blueprint? in case, Start - (first stage) Leader 1 (with condition 1) - (second stage) Leader 2 (with condition 2) - (third stage) Leader 3 (with condition 3) - (fourth stage) After first stage, i want
                                                                                                          • Feature Request: Email Follow-Up Sequences Similar to Zoho CRM

                                                                                                            I’m wondering if Zoho Recruit is planning to introduce a feature similar to the Email Automation – Follow-Up Sequences that is available in Zoho CRM. In CRM, this allows users to send a series of timed follow-up emails triggered by specific actions (for
                                                                                                          • Associate email with a potential or project.

                                                                                                            I have a pivotal requirement to associate emails from various suppliers (contacts) with different potentials or projects, on an email by email basis as they come in. This question appears to have been raised before but I cannot find a definitive yes "it can be done". Could anyone please tell me, yes or no.  If the later I can stop wasting time and look at alternative crm systems. I would love not to have to do this. Thanks in advance.
                                                                                                          • Currency limitation when integrating Zoho CRM & Zoho Books

                                                                                                            Brief Video of Problem: https://www.loom.com/share/d61d1d07d0904e149d80c1901a22418e. Background ·       Our business is based in Australia and we have to have Zoho Books in AUD to comply with tax and reporting regulations in Australia. ·       We sell
                                                                                                          • Multi-select Lookup does not have Advanced filter options in CRM

                                                                                                            With much fanfare Zoho announced the advanced filter options for CRM lookup fields which was a nice addition. This feature is not available for Multi-Select lookup fields. Will it be rolled out in the next 3-6 months, considering the standard lookup filter
                                                                                                          • Online Assessment or any aptitude test

                                                                                                            This video is really helpful! I have one question — if I share an assessment form link (through email or with the application form on my career page), how does Zoho Recruit evaluate it? Can a candidate use Google or external help while taking the test,
                                                                                                          • Experience effortless record management in CRM For Everyone with the all-new Grid View!

                                                                                                            Hello Everyone, Hope you are well! As part of our ongoing series of feature announcements for Zoho CRM For Everyone, we’re excited to bring you another type of module view : Grid View. In addition to Kanban view, List view, Canvas view, Chart view and
                                                                                                          • Unable to copy into a new document

                                                                                                            Whe I create a new Writer doc and attemp to copy and past I get this message. The only way to copy into a document is I duplicate an existing document, erase the text and save it under a different name and then paste the information. Not ideal. Can you
                                                                                                          • Agent assignment filter?

                                                                                                            Godo day, We are starting to play with FSM to see if it's going to work for our needs. Now so far we have found that it's very restrcitve in the field department you you have layout rules or can't even hide fields depending on the users roles. We can't
                                                                                                          • Add Option to Mass Dispatch by User

                                                                                                            Hello! We are using the dispatch console to dispatch service appointments to our service ressources. Right now, the process is our dispatcher verifies each ressource's route for the day and dispatches it after validation. Sadly, there doesn't seem to
                                                                                                          • Kaizen #157: Flyouts in Client Script

                                                                                                            Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script
                                                                                                          • Customize User Invites with Invitation Templates

                                                                                                            Invitation Templates help streamline the invitation process by allowing users to create customized email formats instead of sending a one-size-fits-all email. Different invitation templates can be created for portal users and client users to align with
                                                                                                          • Admin Control Over Profile Picture Visibility in Zoho One

                                                                                                            Hello Zoho Team, We hope you are doing well. Currently, as per Zoho’s design, each user can manage the visibility of their profile picture from their own Zoho Accounts page: accounts.zoho.com → Personal Information → Profile Picture → Profile Picture
                                                                                                          • Published Course Not Reflecting In Hub

                                                                                                            Hi! I am trying to create micro-learning courses for our team to be available for self-guided learning. I have published the courses with enrollment settings open to all users of the hub, but they don't appear to be available for enrollment. Am I missing
                                                                                                          • Custom Fonts in Zoho CRM Template Builder

                                                                                                            Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if
                                                                                                          • Unlock Locked Users via Zoho One Mobile App

                                                                                                            Hello Zoho One Team, We have noticed that in the Zoho One web admin panel, we can unlock a locked user when needed. However, when using the Zoho One mobile app, there is no indication that a user is locked, nor is there an unlock button similar to what
                                                                                                          • Next Page