[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

                                                                                                          • Function #9: Copy attachments of Sales Order to Purchase Order on conversion

                                                                                                            This week, we have written a custom function that automatically copies the attachments uploaded for a sales order to the corresponding purchase order after you convert it. Here's how to configure it in your Zoho Books organization. Custom Function: Hit
                                                                                                          • Free webinar: Security that works: Building resilience for the AI-powered workforce

                                                                                                            Hello there, Did you know that more than 51% of organizations worldwide have experienced one or more security breaches, each costing over $1 million in losses or incident response? In today’s threat landscape, simply playing defense is no longer enough.
                                                                                                          • "Subject" or "Narration"in Customer Statement

                                                                                                            Dear Sir, While creating invoice, we are giving in "Subject" the purpose of invoice. For Example - "GST for the month of Aug 23", IT return FY 22-23", "Consultancy", Internal Audit for May 23". But this subject is not coming in Customer Statement. Only
                                                                                                          • Apply Vendor Credit Automatically

                                                                                                            Hello!!! Is there a way where in we can apply vendor credits automatically on the FIRST OUTSTANDING BILL of the vendor?? We have lots of VENDOR CREDITS ISSUES mostly!!! Applying it manually is a pain for us. Would be great if we have a way to apply the
                                                                                                          • Zoho Notebook Sync problem

                                                                                                            I'm facing a problem with syncing of notebook on android app. It's not syncing. Sometimes it syncs after a day or two.  I created some notes on web notebook but it's not syncing on mobile app. Please help!!!!
                                                                                                          • Apply Vendor Credits Automatically

                                                                                                            We are bulk importing Vendor credits in Zoho Books!!! Is there a way to apply vendor credits automatically to the first UNPAID bill of the Vendor?
                                                                                                          • Cant Save Gauge on Creator Page

                                                                                                            How to Save Gauge on Creator Page see movie https://vimeo.com/1116410860?share=copy#t=0
                                                                                                          • Apply Advance option not shown in report

                                                                                                            We are facing an issue in Zoho Expenses. While approving an Expense Report, the "Apply Advance" option is not appearing under the three dots (More Options). Details: Module: Expense Reports Issue: "Apply Advance" option not visible Status of Report: Awaiting
                                                                                                          • Auto Capitalize First Letter of Words

                                                                                                            Hi I am completely new to ZOHO and am trying to build a database. How can i make it when a address is entered into a form field like this: main st it automatically changes is to show: Main St Thank You
                                                                                                          • Follow-up emails via Workflow Automation not staying in the same thread

                                                                                                            Dear Zoho Support Team, I am currently using Workflow Automation in Zoho Campaigns to send follow-up emails. In my test case, I noticed the following behavior: All emails in the automation have the same subject line. If the follow-up email is sent within
                                                                                                          • Client Script refuses to set an initial value in Subform field

                                                                                                            I tried a very simple, 1 line client script to set a default value in a custom subform field when the "Add Row" button is clicked and the user is entering data. It does not work - can someone tell me why? ZDK documentation suggests this should be doable.
                                                                                                          • Emails Are Not Being Delivered to My Inbox

                                                                                                            Hello Zoho Support Team, I am experiencing an issue with my Zoho Mail account. The most important problem is that emails are not being delivered to my inbox. Details: My Zoho Mail address: info@coreforcelife.com What happens: I am not receiving any incoming
                                                                                                          • Help Center IFrame Issue

                                                                                                            I have had a working Help Center on my website using an iframe for a while. But now for some reason the sign in page gets a refused to connect error. Can someone please help. If I go to the url manually it works correclty
                                                                                                          • Comment Templates

                                                                                                            Is it possible to add a template option for comments? We have some agents in the process who's responses require a pre-formatted layout. It would be incredibly handy to have a template for them where they can insert the template and then add their responses
                                                                                                          • [ZohoDesk] Improve Status View with a new editeble kanban view

                                                                                                            A kanban view with more information about the ticket and the contact who created the ticket would be valueble. I would like to edit the fields with the ones i like to see at one glance. Like in CRM where you can edit the canvas view, i would like to edit
                                                                                                          • Adding Markdown text using Zoho Desk API into the Knowledge Base

                                                                                                            Hi Zoho Community members, We currently maintain the documentation of out company in its website. This documentation is written in markdown text format and we would like to add it in Zoho Knowledge Base. Do you know if there is REST API functionality
                                                                                                          • An Exclusive Session for Zoho Desk Users: AI in Zoho Desk

                                                                                                            A Zoho Community Learning Initiative Hello everyone! This is an announcement for Zoho Desk users and anyone exploring Zoho Desk. With every nook and corner buzzing, "AI's here, AI's there," it's the right time for us to take a closer look at how the AI
                                                                                                          • Shared values: From classroom lessons to teaching moments in customer service

                                                                                                            While the world observes Teachers’ Day on October 5, in India, we celebrate a month earlier, on September 5, to mark the birth anniversary of Dr. Sarvepalli Radhakrishnan, a great teacher, renowned scholar, educationist, and advocate for empowerment.
                                                                                                          • Create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM

                                                                                                            How to create a list of customers who participated in specific Zoho Backstage events and send them an email via Zoho CRM? I was able to do a view in CRM based on customer that registered to an event, but I don't seems to be able to include the filter
                                                                                                          • Zoho Desk blank page

                                                                                                            1. Click Access zoho desk on https://www.zoho.com/desk/ 2. It redirects to https://desk.zoho.com/agent?action=CreatePortal and the page is blank. Edge browser Version 131.0.2903.112 (Official build) (arm64) on MacOS
                                                                                                          • I hate the new user UI with the bar on the left

                                                                                                            How can I reverse this?
                                                                                                          • Question regarding import of previous deals...

                                                                                                            Good afternoon, I'm working on importing some older deal records from an external sheet into the CRM; however, when I manually click "Add New Deal" and enter the pertinent information, the deal isn't appearing when I look at the "Deals" bar on the account's
                                                                                                          • Client Script also planned for Zoho Desk?

                                                                                                            Hello there, I modified something in Zoho CRM the other day and was amazed at the possibilities offered by the "Client Script" feature in conjunction with the ZDK. You can lock any fields on the screen, edit them, you can react to various events (field
                                                                                                          • One person/cell phone to manage multiple accounts

                                                                                                            Hi. I have a personal Free account to keep my own domain/emails. Now I need to create a Business account to my company's own domain, but I have only one mobile phone number I use to everything. How do I do to manage this? Can I manage a Free domain and
                                                                                                          • Tracking KPIs, Goals etc in People

                                                                                                            How are Zoho People users tracking employee targets in People? For example, my marketing assistant has a target of "Collect 10 new customer testimonials every month". I want to record attainment for this target on a monthly basis, then add it to their
                                                                                                          • Zoho Desk: Ticket Owner Agents vs Teams

                                                                                                            Hi Zoho, We would like to explore the possibility of hiding the ‘Agents’ section within the Ticket Owner dropdown, so that we can fully utilise the ‘Teams’ dropdown when assigning tickets. This request comes from the fact that only certain agents and
                                                                                                          • Can not Use Attachment Button on Android Widget

                                                                                                            this always pops up when I touch the attach button on android widget. going to settings, there is no storage permission to be enabled. if I open the app, and access the attach feature there, I can access my storage and upload normally.
                                                                                                          • Announcing new features in Trident for Mac (1.24.0)

                                                                                                            Hello everyone! Trident for macOS (v.1.24.0) is here with interesting features and thoughtful enhancements to redefine the way you plan and manage your calendar events. Here's a quick look at what's new. Create calendar events from emails. In addition
                                                                                                          • Vendor Master Enhancements for Faster Purchase Entry

                                                                                                            I’d like to suggest a few features that will improve accuracy and speed during purchase voucher entry: Automated Item Tax Preference in Vendor Master Add an option to define item tax preference in the vendor master. Once set, this preference should automatically
                                                                                                          • Mass Mail Statistics - Number of unsent emails

                                                                                                            How do I find out which emails were not sent?
                                                                                                          • Est-il possible d'annuler l'envoi d'un mail automatique ?

                                                                                                            Bonjour, Lorsque je refuse un candidat, il reçois un mail dans les 24h pour l'informer que sa candidature n'est pas retenue. J'ai rejeté un candidat par erreur. Savez-vous s'il possible d'annuler l'envoi de ce mail ? Merci d'avance pour votre aide.
                                                                                                          • embed a form in an email

                                                                                                            Hello, how to embed a form in an email that populates Zoho CRM cases? I would like to send emails to a selected audience offering something. In the same email the recipients - if interested - instead of replying to can fill in a Zoho CRM form that creates
                                                                                                          • Zoho Bookings - Reserve with Google

                                                                                                            Does Zoho Bookings plan to to integrate with Reserve with Google?
                                                                                                          • How to add Zoho demo site page designs to my Zoho Sites website

                                                                                                            Hi, I would like to add the design from the following demo URLs into my current Zoho website. I have already created two new pages on my site, named “Menu2” and “Menu3.” For the “Menu2” page, I want to use the design from this demo: https://naturestjuice-demo.zohosites.com/menu
                                                                                                          • Digest Août - Un résumé de ce qui s'est passé le mois dernier sur Community

                                                                                                            Bonjour chère communauté ! Voici le résumé tant attendu de tout ce qui a marqué Zoho le mois dernier : contenus utiles, échanges inspirants et moments forts. 🎉 Découvrez Zoho Backstage 3.0 : une version repensée pour offrir encore plus de flexibilité,
                                                                                                          • Global Sets for Multi-Select pick lists

                                                                                                            When is this feature coming to Zoho CRM? It would be very useful now we have got used to having it for the normal pick lists.
                                                                                                          • Text snippet

                                                                                                            There is a nice feature in Zoho Desk called Text Snippet. It allows you to insert a bit of text anywhere in a reply that you are typing. That would be nice to have that option in Zoho CRM as well when we compose an email. Moderation Update: We agree that
                                                                                                          • Kaizen #206 - Answering your Questions | Displaying Related Purchase Orders from Zoho Books in CRM Deals using Queries

                                                                                                            Hello everyone! We're back with another post in the Kaizen series. We're grateful for the feedback we received from all of you! One of the questions we received was "I would like to see the list of Purchase Orders in Zoho Books for a Deal in CRM." We
                                                                                                          • Add Analytics function for Title case (capitalising each word in a string)

                                                                                                            At present, you can only capitalise each word in a string in Analytics during data import. It would be really useful to be able to do this with a formula column, but there is no Title Case function.
                                                                                                          • How to conditionally embed an own internal widget with parameters in an html snippet?

                                                                                                            Hello everyone, I'm trying to create a dynamic view in a page using an HTML snippet. The goal is to display different content based on a URL parameter (input.step). I have successfully managed to conditionally display different forms using the following
                                                                                                          • Next Page