What are Signals in Zoho CRM?

Default Signals

Custom Signals

How can you Raise/Trigger Signals?

1. Through an API
   
2. Using Zoho Flow
   
3. Through a function

1. Raising a signal through an API

• The third-party allows you to make a POST request with the details of the event and supports the OAuth2.0 authentication.
  
• The third-party allows you to customize the way it sends the data in the callback. Refer to this page for more details.

2. Raising a signal through Zoho Flow

3. Raising a signal through a function

You should use a function to raise a signal when:

• The third-party application (in which the event occurs) allows you to only register a webhook URL in their service.
  
• The third-party application does not send the data back to the webhook URL in the format that the Signals API accepts.
  

Sample use case for raising a signal through a function

1. Create a survey in Typeform. This form has a form ID. You will also get an API key.
   
2. Create a function in Zoho CRM of the type Signals that has the logic for the following:
   a. Triggering the API to get the details of the form you sent out through Typeform.
   b. Parsing the data you got from Typeform API and constructing the pay load to trigger the signal.
   c. Raising the signal using the built-in raisesignal integration task. This eliminates the need for a connection.
3. Enable REST API for this function to get the webhook URL.
   
4. Register this webhook URL in Typeform. This means that you want Typeform to trigger this function whenever a survey is answered.
   
5. Create a custom signal in Zoho CRM.
   
6. Choose "Function" for the Trigger Function via drop-down.
   
7. Choose the function that has the logic to raise the signal and whose webhook URL is registered with Typeform.

1. Construct a map that takes the signal's namespace, email ID of the user you want to notify(raise the signal), and the subject of the signal.
   
2. Make an API call to Typeform to get the details of the survey.
   
3. Use the crmAPIRequest object to get the details from the response body of the Typeform survey. This includes the fields "choice", "answers", "label" from the form.
   
4. Provide authorization details. This should be the API key from the third party.
   
5. Construct a map with the survey fields and pass it to the raisesignal integration task. This triggers the signal.

1. Go to Setup > Developer Space > Functions > "Your Function".
   
2. Click the three-dot icon and select Logs.
   
   
3. Click one of the executions. You will get the details.