Invoke JSAPI - Effectuate your own thoughts to trigger an action to the website visitors

Invoke JSAPI - Effectuate your own thoughts to trigger an action to the website visitors

“Is it possible to implement my own trigger based on the rules set in SalesIQ”?

Yes, now it is possible with SalesIQ. Today I am going to explain about a fascinating feature "Custom Triggers". We may have different types of visitors to our website every day, looking for different products, so how to treat them uniquely in contrast to one another and convert them into our customer. Follow the underneath examples to execute your own thoughts to trigger an action to your website visitors.

What Is Custom Triggers?

The custom trigger permits you to actualize and execute your own trigger actions to your website visitors. In the event that you are well verse in coding, create your own script and Implement the code in the website and enter the parameter name in the Invoke JSAPI section. Set a criteria and condition in your SalesIQ for which type of visitor you might want to trigger the action.

The Invoke JSAPI option is available in the Automation -> Intelligent Triggers.


Let's see 3 examples on how the custom triggers can be utilized in your business environment.

Example 1:

A deal-of-the-day recommendation service for consumers company might want to sort and display the list of related deals available to the visitor from the specific City. If the visitor is from Pleasanton city then the trending deals available in Pleasanton should appear.

  • Set the rule in SalesIQ as “When the Visitor” accesses any page on my website and “if the” city of the visitor is Pleasanton, then Invoke the JSAPI "with the trigger name" Deals in Pleasanton "after" 5 seconds.

  • Implement the code in your page source with the trigger name "Deals in Pleasanton" which will sort and rundown the deals accessible for the visitor in the Pleasanton city.

  • When the visitor from the Pleasanton city visits your website, then the trending deals available in the Pleasanton city will be sorted and listed.

Example 2:

A sales representative of an information technology company likes to display a 20% discount banner on the pricing page, just to the visitors with CRM Potential more than $10000 revenue in pipeline. At least 100 visitors visits the website every day, but its not possible for a rep to separate the visitor with CRM potential whose revenue in the pipeline is more the $10000, and display the discount banner real time on the website. So a rule is set to separate the visitor with CRM potential whose revenue in the pipeline is more than $10000 and using the custom triggers the Discount banner is displayed to the visitor.

  • Set the rule in SalesIQ as "When the visitor" accesses any page on my website, "and if" CRM Potential, Revenue in pipeline is more than $10000 "then" Invoke JS API with the "trigger name" Discount Banner "after" 5 seconds.

  • Now, implement the code with the trigger name "Discount banner" in your page source.

  • When the visitor with CRM Potential revenue in pipeline more than $10000 visits your website, then the banner which demonstrates the 20% discount and the code will be displayed.

Example 3:

An online magazine website would need to know the visitor's interest and suggest some additional recommendations based on the selected magazine. In the event that the Visitor has picked Sports magazine, then the top selling Sports magazine with the value and rating will be displayed in the Top Sports Suggestions.

  • Set the rule as "When the visitor" accesses any page on my website "and If" current page title contains Sports "then" Invoke JS API "with the trigger name" Top Sport Suggestions "after" 5 seconds.

  • Implement the code with the trigger name "Top Sport Suggestions" in your page source.

  • Now, when the visitor pick the Sports magazine in the website, the top offering sports magazine will be sorted and listed in the corner of the page as demonstrated as follows.

Got your ideas ready to try this in your SalesIQ ? Here is the detailed User guide for Intelligent Triggers . Try this wonderful feature and share what you feel.

Regards,

Elsi.G

    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

                                                                                            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

                                                                                                            • Blocked Email

                                                                                                              We are a Zoho One subscriber and use Yahoo as our MX provider. A few times each year, for the past four years, CRM blocks one or more of my Zoho One users from receiving internal email from CRM. This includes "@mentions" in all modules, and emails from
                                                                                                            • No more IMAP/POP/SMTP on free plans even on referrals with NO NOTICE

                                                                                                              Outraged. Just referred a colleague to use her domain (not posting it publicly here) to Zoho, just as I have other colleagues, clients, friends. Expected the exact same free plan features as I have and as everyone else I ever referred got. I was helping
                                                                                                            • message var is empty in bot mention handler

                                                                                                              Hi, I'm encountering a problem: in my bot's mention handler, I want to retrieve the text the user typed when mentioning the bot. Example: On the #tests-cyril channel, I send this message: “@Donna hello how are you ?” I expect the system variable "message"
                                                                                                            • Remembrance Day to Remember – Recalling Values

                                                                                                              The phrase “at the eleventh hour” refers to the 11th hour of the 11th day of the 11th month in 1918, when the hostilities of World War I came to an end—but it still holds meaning today. Remembrance Day (Veterans Day in the US) is observed on November
                                                                                                            • Enhancing Zia's service with better contextual responses and article generation

                                                                                                              Hello everyone, We are enhancing Zia's Generative AI service to make your support experience smarter. Here's how: Increased accuracy with Qwen One of the key challenges in AI is delivering responses that are both contextually accurate and empathetic while
                                                                                                            • How to display two measures (sales and price) divided by categories on one line chart

                                                                                                              Hi everyone, I’m having trouble figuring out how to display two columns on a line chart with category breakdowns. What I need is a line chart where one line represents Sales and the other represents Price. However, the Price data is divided into around
                                                                                                            • Create custom rollup summary fields in Zoho CRM

                                                                                                              Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were
                                                                                                            • Introducing the locking option for CRM records

                                                                                                              Last modified on 06/04/2023: Record locking option in CRM is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. Hello All, Hope you're doing well! We're thrilled to introduce our latest
                                                                                                            • Two new enhancements in Zoho CRM: Introducing new criteria for user fields and displaying group information in users page

                                                                                                              Announcement moderated on 14th June, 2023. Dear All, These enhancements are opened for all users in all DCs. ------------------------------------------------------------------------------------- Dear All, Hope you're well! We are here with two useful
                                                                                                            • Tip #49- Navigating the Remote Support Dashboard in Zoho Assist- 'Insider Insights'

                                                                                                              The Remote Support dashboard in Zoho Assist is designed to help technicians quickly access, manage, and monitor all their support sessions from a single, intuitive interface. Whether you’re starting a new session, managing ongoing connections, or reviewing
                                                                                                            • BMI formula

                                                                                                              I've been trying for hours to calculate BMI using height and weight as my only inputs. It's a simple calculation and I even went to ChatGPT to help me figure this out in Zoho Forms, but it led me down a path of "try this" and "try this". None of my attempts
                                                                                                            • SEO on blogs

                                                                                                              Hello, google is not able to find my blogs. Can you advice me if I need to change some settings or anything else to make it retrievable via SEO many thanks, hans
                                                                                                            • Duplicated Notebooks

                                                                                                              Out of the blue, almost all of my notebooks got duplicated and the different copies contain different information. Some seem like older copies than the others. I use the linux desktop app and sometimes the Android app. I assume that the sync failed at some point and was unable to merge the two versions together. But I'm afraid to add anything else to my notebook because if it can't properly sync 5 notebooks with only a handful of notes each, what will happen when I have hundreds of notes and I lose
                                                                                                            • Mind mapping in Zoho Projects

                                                                                                              Good morning,   I would like to congratulate the Zoho team for building such an inovative and responsive application that fits in the daily challenges of so many work groups. I would like suggest you another functionality that helps a lot in project planning and development: mind mapping. Mind mapping would be of great help for brianstorming, knowledge management and other needs in online collaboration.   Thanks and wish you all the best! George Maha Empresa Júnior Multidisciplinar do Instituto de
                                                                                                            • Retainer invoice in Zoho Finance modlue

                                                                                                              Hello, Is there a way of creating retainer invoices in the Zoho Finance module? If not can I request this is considered for future updates please.
                                                                                                            • Documents don't sync properly

                                                                                                              Hello, My team recently moved to Zoho workDrive, some of my team, work remotely so we believed Zoho would be the best way to share and edit files as well as access files withing the team. However we are experiencing sync issues, when a file is uploaded in the file explorer and shows sync complete, same file can be seen on the Zoho web app but other team members can't see the said file because it is not syncing properly. i figured out that if i were to go to preferences in settings and resync the
                                                                                                            • We are looking for an experienced Zoho Developer

                                                                                                              Hi Everyone! We’re on the lookout for a skilled Zoho Developer with hands-on experience in the Zoho Developer Platform (The Vertical CRM Platform) and if you don't know what that is, then you are not the person we are looking for. You would also need
                                                                                                            • Initiate approval workflow after "on edit --> on success"

                                                                                                              Dear Community,  currently I am working on a initiative tracker which should handle approval workflows based on different initiative status. As far as I understand, an approval workflow can be triggered (only?) when data is entered for the input form to the database.  Example: A new initiative is created and submitted. --> Approval Workflow triggered Here comes my question: Is it also possible to trigger an approval workflow if the form was "simply" updated? (on edit --> on success) Imagine the initiative
                                                                                                            • Tax Deductible Donations to a Charity Organisation

                                                                                                              For Australia, what's the best/proper method for entering an expense that is a tax deductible donation to a charitable organisation. And thus is appears correctly in Accounts and BAS as a GST payable deduction?
                                                                                                            • Simultaneous use of WhatsApp Account in SalesIQ and ZohoDesk

                                                                                                              Hi, We have only one number registered in Meta, it's possible use same account for two apps? All times here we try is stopping in SalesIQ. Regards,
                                                                                                            • External lookup fields to synchronise with Analytics

                                                                                                              Hello. I suggest adding external lookup custom fields to the Zoho Analytics integration settings. Currently, these types of fields are not available for synchronisation, so they cannot be used to generate reports with related tables in Analytics. Thank
                                                                                                            • We should have an option to Toggle Off KB Article Links in AI Answer Bot Replies

                                                                                                              Hi everyone, I'm creating this topic to share a feature idea that I think would improve the customer experience when using the AI Answer Bot for self-service. The Current Behavior (The Problem) Currently, when the AI Answer Bot generates a summary or
                                                                                                            • Boot Loop After Removing Service from Client via Admin

                                                                                                              We have multiple laptops experiencing a boot loop / unable to login after the Zoho Remote service was removed from their machine remotely via the desktop client. The Windows sign-in screen is not available, and users are unable to login. This seems like
                                                                                                            • Request Backend Correction — Domains Mapped to Same Help Center (Multi-Brand Setup Failure)

                                                                                                              Hello Zoho Desk Support Team, I need assistance correcting a domain-to-brand mapping issue in our Zoho Desk instance (The Blue Ribbon Project). Both of our verified domains currently point to the same Help Center instead of separate brand portals. Current
                                                                                                            • is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?

                                                                                                              this is most expected features - for teaching children. is there any option to enable the participants interact - can write on the screen, while the screen is shared by the host?
                                                                                                            • How to disable the Login button in Desk Helpcenter

                                                                                                              Hey there, I'm testing out whether the help center within Zoho Desk could replace our existing Customer FAQ. I tried to customize the themes for the public help center frontend, but stumbled across the login button in the navigation bar. Is there any
                                                                                                            • Client Portal ZOHO ONE

                                                                                                              Dear Zoho one is fantastic option for companies but it seems to me that it is still an aggregation of aps let me explain I have zoho books with client portal so client access their invoice then I have zoho project with client portal so they can access their project but not their invoice without another URL another LOGIN Are you planning in creating a beautiful UI portal for client so we can control access to client in one location to multiple aps at least unify project and invoice aps that would
                                                                                                            • 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
                                                                                                            • Subforms in stateless forms

                                                                                                              I think the title says it all. We need to be able to add subforms to stateless forms. Currently the only workaround is to create a Form and delete each record upon submission of the form. I need to build an interface to update our inventory. Basically
                                                                                                            • Standard Payment Term is not pulled from account to quotation

                                                                                                              Hey Team There seems to be something off. I do have "Net 30" as my default payment term in Zoho Books for my customers. If, from the customer overview or quote section, I create a new Quotation, the payment terms field stays blank and doesn't get the
                                                                                                            • Zoho Analytics Export API

                                                                                                              Hi Team, I’m working on some integration tasks and wanted to confirm if it’s possible to retrieve a Zoho Analytics table as JSON data using a Deluge script. I’ve already stored my custom data from multiple sources and combined it into a single source.
                                                                                                            • Best way to display complex Bookings Consultation Descriptions on Zoho Site?

                                                                                                              I am a new user so apologies if this has been asked before. I couldn't find any answers in the forum. We offer 18 complex Consultations to our subscribers. Our current platform lets me put detail on these Consultations thoroughly (200-300 words) during
                                                                                                            • Gmail is ramping up its email sender policy as of November 2025

                                                                                                              Hello marketers, As you may be aware, Gmail introduced a guideline for bulk senders starting February 2024. If not, here's a quick refresher straight from Google: After this policy was announced first in 2023 and soft-implemented in February 2024, we
                                                                                                            • Modifying iframe data of Zoho booking iframe

                                                                                                              Hello, I have integrated a Zoho Bookings embedded iframe into my website. Currently, I am pre-filling the booking form with default values as part of our process flow. However, I want to ensure that if an input field is already populated with a default
                                                                                                            • Zoho CRM Workflow and Function Backup Options

                                                                                                              Hi everyone! I have been able to make several backups of my CRM data and noticed that the Workflows and Functions are not included in these backups. To my knowledge, there is no backup feature for workflows and functions, which is problematic in of itself.
                                                                                                            • Enhance Sign CRM integration

                                                                                                              Hello all, I'm working on a custom Deluge script to enhance the integration between Zoho CRM and Sign by using a writer merge template for additional flexibility. I want to replicate the post-sign document integration that exists between CRM and Sign
                                                                                                            • YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.

                                                                                                              YouTube Live streaming? how to? Zoom has this feature, built-in. Can't find it on zoho meetings.
                                                                                                            • Is or will be possible to associate meeting transcription and summary, made by Zia, to meeting/contact/account record in CRM?

                                                                                                              Would be useful to keep context and track jobs, better if it will be auto
                                                                                                            • Desk Field Not Showing in Analytics

                                                                                                              Hi there, I recently added a field to our Zoho Desk Ticket Information. I went and added the data retrospectively to the tickets. It is also marked as required, so all new tickets cannot be closed off without it being filled in. When I try to run a report
                                                                                                            • Export data using advanced export options and customizable settings

                                                                                                              Hello everyone, The user interface for exporting data has been revamped with updates to make data exports more flexible and efficient for users. These updates not only enhance usability but also bring advanced capabilities to help users extract precise
                                                                                                            • Next Page