Kaizen 127 - Circuits in Zoho CRM - Part 2
Hello everyone!
We're back with part 2 of Circuits in Zoho CRM!
We are as excited as you are with this topic! Let's dive right in!
As promised, in today's post, we will discuss a use case, see how execution happens, and associate that circuit with a workflow.
In our next post(Yes! There's going to be another one!), we will associate the circuit with a button and a blueprint, view logs, and debug issues.
Sample use case - Loan Verification Process
Consider that we have a module in CRM called Customers, where we have personal information of customers, tax-related details, tax and personal ID verification details and status. Our aim is to check the requested loan amount, check eligibility, and then grant or reject it.
Here is a screenshot of a record in the Customers module.
Our condition is that whenever the loan amount is less than Rs. 500,000, the circuit should directly proceed to document verification. When the requested loan amount is greater than Rs. 500,000, we must check a few eligibility criteria before proceeding to document verification.
We can automate this entire process using Circuits, and execute it through a button, associate it with a workflow or a blueprint.
Let's take a look at the Circuit's flow.
Here are the different states of the Circuit that explain the logic.
- Get the loan record.
- Check the loan amount.
- If the loan amount is less than Rs. 500,000, proceed to document verification.
- If the loan amount is greater than Rs. 500,000, check the tax filing status.
- If tax is not filed, update the record's Loan Eligibility field with the value "Tax not filed. Hence, not eligible for loan".
- If tax is filed, fetch the applicant's credit score and check the eligibility.
- If the credit score falls short, update the record's Loan Eligibility field with the value "Issue with credit score".
- If the credit score is up to the mark, proceed to document verification—Personal ID and Tax ID verification.
- Update the details of the record to sanction the requested loan.
Let's discuss each of these states in detail.
1. Get the loan record
Builder View
Type: Get Record from Zoho CRM's states.
Action: Gets the details of the loan record from the Customers module. The output is in the following format.
{ "ZohoCRM": { "record_id": "5575270000005762031", "user_id": "5575270000005379053", "module": { "api_name": "Customers", "tab_label": "Customers", "id": "5575270000001975002" } }, "record": { "data": [ { "Owner": { "name": "Patricia Boyle", "id": "5575270000001947001", "email": "p.boyle@zylker.com" }, "$currency_symbol": "$", "Tax_ID_Verification_Message": "Tax ID Verified Successfully", "$review_process": { "approve": false, "reject": false, "resubmit": false }, "$sharing_permission": "full_access", "Personal_ID_Number": "464694660655", "Personal_ID_Verification_Message": "Personal ID Verified Successfully", "Name": "Stephen Adams", "Manual_Approval": "Depends on score", "$state": "save", "$process_flow": false, "Tax_Score_Status": "Score is eligible for Loan", "$locked_for_me": false, "Tax_ID_Number": "GBHPS3618H", "id": "5575270000005762031", "Tax_ID_Verified_Date": "2024-02-26", "Loan_Eligibility": "Eligible for Loan", "$approval": { "delegate": false, "approve": false, "reject": false, "resubmit": false }, "Modified_Time": "2024-02-29T12:26:11+05:30", "Tax_ID_Verification_Status": "Verified", "Tax_Return_Availability": "Yes", "Tax_ID_Verified_Time": "2024-02-26 23:28:39.0", "Personal_ID_Verified_Time": "2024-02-26 23:28:39.0", "Created_Time": "2024-02-29T12:26:11+05:30", "Amount": 600000, "$editable": true, "Personal_ID_Reference": "6cefa3d4-b87b-46a6-8814-b21fb422a28d", "$orchestration": false, "Tax_ID_Reference": "f6697aa8-8efc-4ee9-8dcc-0bc838755cb4", "Tax_Score": 450, "Personal_ID_Verification_Status": "Verified", "Personal_ID_Verified_Date": "2024-02-26", "$in_merge": false, "Locked__s": false, "Tag": [], "$zia_owner_assignment": "owner_recommendation_unavailable", "$approval_state": "approved", "$pathfinder": false } ] } } |
You can use any part of this output as input to other states. You can achieve this by using the JSON Path expression in the “result path” to traverse the result JSON of the state.
Result path allows you to combine state result with state input to pass as output. You can add the result path in the "Input/Output" section in the Builder view as well as the JSON in Code view.
In our case, we want to use the data inside the “record” JSON object. So, the result path will be $.record.
Result path is mandatory when you use the Get Record Zoho CRM state.
Next state: Check Loan Amount
Code View
2. Check Loan Amount
Builder View
Type: Branch
Action: Checks for the condition specified in the branch—check if the loan amount < 500,000. If yes, and Go to Documents verification state, else go to Check tax filing status state.
Next state: Check Tax filing status(if loan amount > 500,000)
Code View
3. Check Tax Filing Status
Builder View
Type: Branch
Action: Checks for the condition specified in the branch—if the tax filing status is Yes, fetch the credit score. Else, update the record with "Tax not filed; not eligible for loan".
Next state: Fetch Applicant Credit Score
4. Fetch Applicant Credit Score
Builder View
Type: Function
Action: Executes the CRM function "Tax Score Check" that holds the logic to get the basic eligibility stored in the Org variable "eligibility", compare it with the tax score of the applicant, and update the record, accordingly. Here is the snippet of this function.
Next state: Check eligibility of Credit Score
Code View
5. Check eligibility of Credit Score
Builder View
Type: Branch
Action: Checks for multiple conditions—if Tax Score Status = Eligible, go to Document Verification.
If Tax Score Status = Not eligible & the value of the field "Manual Approval" = "Not approved", update the record with "Issue in Tax Score".
If Tax Score Status = Not Eligible & "Manual Approval" = "Approved", proceed to document verification.
Next state: Depends on the condition that is met in the "Check Tax Score Eligibility" state.
Code View
6. Documents Verification Process
Builder View
Type: Parallel
Action: Verifies the Tax ID and Personal ID of the applicant.
Next state: Verification Details - Update Record
Code View
7. Tax ID Verification
Builder View
Type: Function
Action: Executes the function "Tax ID Verification" that has the logic to verify the tax details of the applicant.
Here is the snippet of this function.
Next state: Verification Details - Update Record
Code View
8. Personal ID Verification
Builder View
Type: Function
Action: Executes the function "Personal ID Verification" that has the logic to check for the applicant's personal details.
Here is how the function looks.
Next state: Verification Details - Update Record
Code View
9. Verification Details - Update Record
Builder View
Type: Function
Action: Executes the function "Update Customer Record status" that uses the Deluge Update Record integration task to update the "Loan eligibility" field.
Here is how the function looks.
Next state: End
Code View
10. Update Record - Tax Not Filed, Not Eligible
Builder View
Input/Output
Type: Function
Action: When the requested loan is greater than Rs.500,000 and the Tax Filing Status in "Not Filed", this state executes the function "Update Customer Record status". This function uses the Deluge Update Record integration task to update the "Loan eligibility" field, and takes the parameters "rec_id" and "loan_eligibility" with the values "$.ZohoCRM.record_id" and "Tax Filing is missing, Hence not eligible for the loan.", respectively.
Next state: End
Code View
11. Update Record - Issue with Credit Score
Builder View
Type: Pass
Action: When the tax score eligibility does not meet the requirement, this state ends the circuit's execution.
Next state: End
Code View
Testing and Execution
Let us see the execution of this circuit with a sample record ID.
When you click each state, you can see the input and output of that state.
When you click "View Logs", you can see how execution has happened, the payload for each state, the response, etc.
Associating this Circuit with a Workflow
Follow the steps mentioned in this article to create a workflow.
The condition for this workflow to execute the circuit is when the requested loan is greater than Rs. 500,000.
The Action is to execute the circuit. Choose the option "Execute Circuit" from the Instant Actions and select the Verification Process Circuit.
Save the workflow.
Let's test this workflow by creating a record in the Customers module with the loan amount less than Rs. 500,000.
As you can see, the workflow is triggered and executes the circuit when the loan amount is less than Rs. 500,000.
You can view the circuit's execution and other details as a related list.
Summary
Circuits allow you to automate entire business processes by allowing you to orchestrate functions along with your business logic as you see fit.
As you witnessed in this example, we used multiple independent functions written in CRM to achieve our business case through utilizing them in a circuit. This gives you the benefit of writing functions that can be reused in multiple places while saving you from the grief of dealing with huge volumes of code that are hard to maintain and harder to debug when written as a single function.
We hope you liked this post. We'll see you next week with another post on Circuits.
Let us know if you have any questions or feedback. We are listening!
Cheers!
Shylaja S
Additional Reading:
Access your files securely from anywhere
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Shylaja S
Sticky Posts
Client Script | Update - Introducing Commands in Client Script!
Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! CommandsKaizen #165 : How to call Zoho CRM APIs using Client Script
Welcome back to another exciting Client Script post! In this post, we will discuss one of the most frequently asked questions: How do you call Zoho CRM APIs from Client Scripts? In this kaizen post, 1. Ways to make calls to Zoho CRM APIs using ClientKaizen#162 : Add Tags and Open Pre-filled Email Drafts via Client Scripts
Hello everyone! Welcome to another informative Kaizen post. In this post, let us see how to accomplish the following using Client Script. 1. How to auto-tag a record based on field update? 2. How to Open a pre-filled email draft This post will provideExtension Pointers - JS SDK series #4: Managing data from a widget using ZOHO.CRM.HTTP
Handling and managing the data between two applications is a major factor for an efficient business. There are a variety of ways to handle data between Zoho CRM and other third-party applications. You can use deluge CRM tasks, create connectors, use APIKaizen #152 - Client Script Support for the new Canvas Record Forms
Hello everyone! Have you ever wanted to trigger actions on click of a canvas button, icon, or text mandatory forms in Create/Edit and Clone Pages? Have you ever wanted to control how elements behave on the new Canvas Record Forms? This can be achieved
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho DataPrep Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Custom Status for Purchase Orders
Currently Zoho books has functionality to create custom statuses for Sales Orders. Can this be extended to include custom status for purchase orders as well? It was a great decision to add this functionality to sales orders. Our use case is for trackingMy workflows not working
Hi I have created my first workflow I want it so when a customer responds to a ticket that the status is changed to "reopened" We want this so its clear there is a ticket to deal with again. We only have 2 agents responding to tickets and do not haveWaiting Room
Is there any plans to implement a Virtual Waiting Room for Attendees on Meetings and or Webinars?Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.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.What's New - January 2025 | Zoho Backstage
Hi there! As we step into a brand-new year, we’re thrilled to bring you some exciting updates to make event management more enjoyable and efficient. Here’s what we rolled out in January to kick off 2025: Backstage 2.0 now enforced for all users We'veHow do you do ticket add ons in Backstage?
Hi Everyone, If you wanted to have general admin tickets and allow for add ons, like camping, or car or Carbon offset. What would you do? Peace RobinRe-create auth token
I need to re-create a self-client auth token, with the same scopes (and additional ones) as the current token. Is there a way to view the scopes assigned to the current token to ensure that no scopes are missing when creating the new one?Writing on sketch cards is bugged when zoomed in
When zoomed in, it writes a noticeable distance above or to the side of where you're actually trying to write. The further you're zoomed in, the more noticeable it is. Zooming is also entirely absent on the desktop version.Doesn't let me test my newsletter.
Hello, I click "Preview and Test". I select the email address to send the test (usually my own email). I send the test email, appears the message "Your test email has been sent", but nothing happens. I mean, there is nothing in my inbox. I also triedCustom Related List anchor tag with tel protocol
The following code worked great for about a year to create clickable tel and mailto links in a related list in the Deals module. Just this morning, it started displaying the HTML as text. For example: <a href='tel:8882490100'>8882490100</a> Zoho supportreset of user password
User forgot her password, so she requests a password rest, but never gets the email. How do I reset her password, since that function is not an option, even for an administrator?In what case it's better to use Developer Console? Only for marketplace?
As I can see from the documentation, the limitations are challenging. No Custom API No Page Variables No Custom Connections.commision tracker
I am after a zoho developer to finish my commission tracker as I hired someone on oDesk that started but now will respond to my emails.I really need to get It finished as it is holding up my plans Thanks Budget : $500 | Duration : a.s.a.p To leave a private message, please click the link for private response in post Action section.Generate a Zoho Sign link
From time to time I get a response "I never received your you e-document for electronic signature" is there a way to generate a Zoho Sign link to share.Error 403: Forbidden When Updating Email Signature via API
Hi Zoho Desk team, First, congratulations again on the excellent Zoho API. But, I’m encountering an issue while attempting to update an email signature via the API. Whenever I make a request to update the signature, the response returns an HTTP 403 ForbiddenQueues Management ?
I need to assign the new requirements equally between my support agents. How I can configure this feature in Zoho? ThanksClient Can't View Ticket
Hi, I created a ticket for my Client since he had an issue. I added him as a Contact as well. My client got a notification in his email that the ticket has been created. When he went to view the ticket on his desktop, the screen was blank. He then viewedAutomating Custom Web Link Messages to Customers via Instant Messaging in Zoho Desk
Hello, I am looking for assistance with Zoho Desk's Instant Messaging feature. Is there a way to automate the sending of a custom web link to customers every day at 6:30 PM? Any guidance or suggestions on how to achieve this would be greatly appreciated.How do you apply field validation to a date field?
We are using Sign for remote e-signature of liability waivers. The signer must enter a date of birth, and if they are a minor their legal guardian must sign for them. However we have had numerous problems with signers returning an invalid date of birthImplement Regex in Layout and Validation rules
Hello all, We are excited to announce that users can now implement Regular Expressions (Regex) in our layout and validation rules. This new functionality allows for more flexible rules to be created when designing and validating forms. What is Regex?Zoho Desk Validation Rule Using Custom Function
Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?Editing landing page after signup for a webinar
Hi, how can I edit the landing page after signing up for a webinar. I personalized the email "registration confirmation", which is working fine. Nevertheless after submitting the form, the participant gets redirected to a page, which looks like the standardKiosk GetRecords can't compare formulas
(submitted as a help request by accident - should have been a topic) Scenario: I have an "email domain" formula whose value is "@xyz.com" if the e-mail address is brent@xyz.com . I have the same field in Leads and Contacts. So, theoretically, I shouldKiosk can't merge picklist or multiselect
There is no ability to load a multiselect or picklikst field into a kiosk with the values that have been previously selected. So, I essentially have 3 unacceptable options: 1.)Load the value into a text string and include instructions like this: "PicklistFillable template with dynamic tables?
Is there a way to build a fillable template so that users can add rows to a table? To describe what I'm trying to accomplish the table has 3 sections; a header row, some number of rows with custom information, and a summary row with totals. I can't figureTip of the Week - Timeline User Filter for Dashboard
Does the Date User Filter in your Dashboard leave out a few reports from filtering? This happens when the reports are not created over the same table and the (time) column over which the user filter is created. To solve this, Zoho Reports has a Timeline User Filter. This filter applies the criteria on all reports, matching it with the best possible date column associated with a report. i.e., if your reports are based on a date column, then it will filter it for that data column. To know more onZoho Forms Webhooks - Only sends on submission not on edit.
Hi There, We have a slightly unique use case for Zoho Forms. We used Zoho Forms for the collection of Guest Lists. When a customer submits their guest list they get an email confirmation. Within this is a link for them to update their guest list beforeAdd Knowledge Base KB Articles to multiple categories
Greetings, Love you help center system. One item that would be incredibly helpful to many of us would be able to add a single Knowledge Base KB article to multiple categories in our system. It seems it could be quite easy to use a checkbox form, insteadWhat does "Tickets for Review" do?
What is the purpose of the va nilla view " Tickets for Review?"Report of Leads/Accounts/Deals with no open activities
How can we replicate the option in filter to only show Leads/Accounts/Deals with no open activities ? The option is present in the filters (please find screenshot) but I am unable to find them in the report. ThanksCannot set Subform Multiline field to read-only using Client Script
I am using client script to set different subform fields as read-only It works for Single Line Fields, but when I try to set a Multiline field as Read-only it doesn't work var subform = ZDK.Page.getSubform("Subform_1"); var item_Code_old = subform.getField('Item_Code_Old').setReadOnly(true);Changing Color Theme of Guided Conversations
Hello, We have recently added Guided Conversations to one of our websites, but I am wondering if there is a way to customize the color scheme so it matches the appearance of the website? Thank you in advance!Lost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?Can't login to Zoho mail
I'm logged into Zoho but when I try to go in zoho mail I get: Invalid request! The input passed is invalid or the URL is invoked without valid parameters. Please check your input and try again. I just set up my mx records and stuff with namecheap a fewSocial Media Simplified with Zoho Social: Bridge sales and social media marketing
Social media marketing has become the go-to strategy for most businesses who are trying to boost awareness of their product/service, create a brand image in the minds of their audience, increase website traffic and engagement, and generate leads. PostingThis domain is not allowed to add. Please contact support-as@zohocorp.com for further details
I am trying to setup the free version of Zoho Mail. When I tried to add my domain, theselfreunion.com I got the error message that is the subject of this Topic. I've read your other community forum topics, and this is NOT a free domain. So what is theWork Orders / Bundle Requests
Zoho Inventory needs a work order / bundle request system. This record would be analogous to a purchase order in the purchasing workflow or a sales order in the sales cycle. It would be non-journaling, but it would reserve the appropriate inventory ofCreate Quote does not show the "Product Description" entered as part of the Product setup.
The product description created as part of the product setup page, does not show in the Create Quote module; The module allows for an additional description to be added but without access to the original stored description. By selecting the product from the "Product Name Lookup" pop-up, the "Product Description" part should be populated from the product record where the user is allowed to further modify it.Allow Itemization for Recurring Expenses
For whatever reason, one cannot itemize a Recurring Expense. This capability should be added. The use cases to support this is largely the same as what they were to allow for itemization in Expenses. Anything that would need to be itemized for a regularNext Page