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
New to Zoho Recruit?
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
Kaizen #197: Frequently Asked Questions on GraphQL APIs
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Kaizen #198: Using Client Script for Custom Validation in Blueprint
Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.Celebrating 200 posts of Kaizen! Share your ideas for the milestone post
Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQsKaizen #193: Creating different fields in Zoho CRM through API
🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.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! Commands
New to Zoho TeamInbox?
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
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
Is there any way to recall an email sent using Zoho CRM?
If an email is sent using Zoho Mail, there is a recall option/functionality that is available to the sender. Is there any way to recall an email if it was sent using Zoho CRM? I can't seem to find that option. Any help would be appreciated.Quick Create needs Client Script support
As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, fromis it possible to add more than one Whatsapp Phone Number to be integrated to Zoho CRM?
so I have successfully added one Whatsapp number like this from this User Interface it seems I can't add a new Whatsapp Number. I need to add a new Whatsapp Number so I can control the lead assignment if a chat sent to Whatsapp Phone Number 1 then assignProblem with reports due to "Connected" items change - Yes this IS a problem
Now that the change has been made to use "connected" items I can no longer run the reporting I need in CRM. I should be able to start with Deals as the parent, connect down to the Account (Account_Name) on the deal as the child, then to any child itemsZoho sheet desktop version
Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.Introducing notifications in the vendor portal
Imagine this: You're a recruiter working with multiple vendors on a high-volume hiring project. You’ve just updated a job description after a last-minute change from the hiring manager. One of your vendors, however, is still working off the older versionCRM limit reached: only 2 subforms can be created
we recently stumbled upon a limit of 2 subforms per module. while we found a workaround on this occasion, only 2 subforms can be quite limiting in an enterprise setting. @Ishwarya SG I've read about imminent increase of other components (e.LESS_THAN_MIN_OCCURANCE - code 2945
Hi I'm trying to post a customer record to creator API and getting this error message. So cryptic. Can someone please help? Thanks VarunHow to update "Lead Status" to more than 100 records
Hello Zoho CRM, How do I update "Lead Status" to more than 100 records at once? To give you a background, these leads were uploaded or Imported at once but the lead status record was incorrectly chosen. So since there was a way to quickly add records in the system no matter how many they are, we are also wondering if there is a quicker way to update these records to the correct "Lead Status". I hope our concern makes sense and that there will be a fix for it. All the best, JonathanAnalytics for notes created
Is there a way I can see how many notes were created per day? Via reporting or analytics?Add Custom Reports To Dashboard or Home Tab
Hi there, I think it would be great to be able to add our custom reports to the Home Tab or Dashboards. Thanks! ChadNo TDS Deduction
In some of our case, where we are reselling items at the same rate we purchased. In this scenario, Indian IT Law has a provision to request customer not to deduct TDS if the transaction value is same. TDS is paid by us (intermediary reseller) before weCannot update Recurring_Activity on Tasks – RRULE not accepted
Hello, I am trying to update Tasks in Zoho CRM to make them recurring yearly, but I cannot find the correct recurrence pattern or way to update the Recurring_Activity field via API or Deluge. I have tried: Sending a string like "RRULE:FREQ=YEARLY;INTERVAL=1"Add image to report...
Greetings, I send a weekly color coded report via Creator email. I would like to add the legend somewhere in the report. Header, footer where ever. I have the legend saved on Google Drive and can access it via shared link. Sure someone has wanted to addMore controls for User Fields in CRM
Dear All, We are here with a minor but crucial enhancement to the user fields—now set accessibility permissions to the records for user field. User field allows you to extend co-ownership of records to your peers. You can collaborate with them for certainCalls to accounts rather than leads or contacts?
So..... We have a dilemma and I'm hoping someone has encountered this before and figured out a fix. We have just migrated to Zoho. It's great.....expect for how "Calls" are handled.... We are B2B. We do not use the leads module. A "Lead/Prospect" forImage Upload Field | Zoho Canvas
I'm working on making a custom view for one of our team's modules. It's an image upload field (Placement Photo) that would allow our sales reps to upload a picture of the house their working on. However, I don't see that field as a opinion when buildingPower of Automation :: Automated 'Delayed & Closed' Status Update Based on Due Date
Hello Everyone, A custom function is a software code that can be used to automate a process and this allows you to automate a notification, call a webhook, or perform logic immediately after a workflow rule is triggered. This feature helps to automateLead Blueprint transition in custom list view
Hi, Is It possible to insert the Blueprint transition label in a custom Canvas list view? I am using Lead module. I see the status, but it would be great if our users could execute the Blueprint right from the list view without having to enter the detailedRange names in Zoho Sheet are BROKEN!
Hi - you've pushed an update that has broken range names. A previously working spreadsheet now returns errors because the range names are not updating the values correctly. I've shared a video with the support desk to illustrate the problem. This spreadsheetHas anyone integrated SMS well for Zoho Desk?
Our company does property management and needs to be able to handle inbound sms messages which create a ticket for Zoho Desk. We then need to be able to reply back from Zoho desk which sends the user an sms message. This seems like a fairly common thingpopulate email address and name in zoho desk?
Is it possible to populate the email address and name in the zoho desk widget? We only use it in the context of an authenticated user, so we already know the user's name and email. Thanks,Are there default/pre-built dashboards in Zoho Desk?
Hi, I am looking for some pre-built dashboard templates in Zoho Desk, similar to what we can find in CRM/Projects, etc Thank youSAP S/4 HANA to CRM Integration - change the SAP Client ID
Hi I am trying to push the business partners from SAP S/4 HANA to ZOHO CRM module. The SAP Client ID is 421 in my case....kindly let me know how do I specify the sap client because it's a dropdown with specific values as of now. Thanks Ravi AswaniEnable Locations for Expense
Hi, please enable Locations (ex Branches) for Zoho Expense so that there is consistency between this app and Zoho Books. Thanks in advance.Adding branded signature to tickets reply
Hi, i am unable to figure out how to add signatures with logo to tickets reply. please advice .Zoho Marketing Automation 2.0 - Landing Page function not working
Dear Zoho Team, I am working on implementing Zoho Marketing Automation 2.0, and am now looking into the section "Lead Generation". If I open the "Landing Pages" section, I immediately get an Error code: Error: internal error occurred. Can you help meZoho Mail Android app update: Manage folders
Hello everyone! In the latest version(v2.9) of the Zoho Mail Android app update, we have brought in support for an option to manage folders. You can now create, edit, and delete folders from within the mobile app. You can also manage folders for the POPHow to share ticket numbers across different ticket types
I'm running an event and have three different ticket types. Add on Event + Main Event - Early bird Main Event only - Early bird Add on Event only - Early bird And Standard class - shown but not available until early bird finishes Add on Event + Main EventAdding Social Media Buttons to Basic Campaigns
Hi, I'm quote new to using Zoho Campaigns and I can't work out how to add Social Media Buttons into my basic campaign? In MailChimp there's a button that brings the icons into your campaign for you. I've tried adding the social media icons as 'buttons' in Zoho but it's not looking great. Can anyone help? Thanks!Hide Inactive Social Sign-In Providers from Login Screen
Hello Zoho Team, We hope you are doing well. Currently, Zoho One allows admins to configure security policies and enable or disable Social Sign-In options for third-party providers such as Apple, Google, Microsoft, LinkedIn, Yahoo, Twitter, Facebook,[Free Webinar] AI Agents in Zoho Creator - Creator Tech Connect
Hello Everyone! We welcome you all to the upcoming free webinar on the Creator Tech Connect Series. The Creator Tech Connect series is a free monthly webinar that runs for around 45 minutes. It comprises technical sessions in which we delve deep intoDownload All Attached Files
It would be extremely useful to have "download-all" functionality for downloading files attached to a task, subtask, comment, forum post or hosted in the "Documents" section etc. We've instructed our users to zip multiple files prior to uploading, but of course they forget all the time. Having to download lots of files one-at-a-time off a comment or task wastes a lot of time.unable to send message reason 554 5.1.8 Email outgoing blocked
unable to send message reason 554 5.1.8 Email outgoing blockedShip via Carrier Not Working Since Commerce Update
Since the recent update to the Commerce platform, I can no longer use the ship via carrier function. It will take me to the address screen and let me verify them but when I go to save and move tot he next screen it will not do anything. This is happeningautomations: Can I execute a step on a specific date?
I have created a form in Zoho forms, and created a contacts list. I have also begun setting up an automation with the intention of sending the form to the contact list on a specific date every month (via email) for the entire year (essentially sendingZoho Expense - The ability to add detail to a Trip during booking
As an admin, I would like the ability to add more detail to the approved Trips. At present a requestor can add flights, accommodation details and suggest their preferences. It would be great if the exact details of the trip could be added either by theAdding Folders in Android App
Is it possible to create a new email folder within the Zoho Mail Android app? Or can this only be done from the desktop version of Zoho Mail? Cheers!Schedule Exports for Regular Project Updates
Tracking project data often means exporting data at regular intervals. Instead of manually exporting data every time, users can schedule exports for Phases, Tasks, and Tasks in Zoho Projects. These exports can be set to run once, daily, weekly, or monthlyQuestion about custom fields using Pivot Tables.
I have created a pivot table showing annual revenue of a client and how much payment that client is paying my company. Is there a way using pivot table to add an additional field that subtracts those to fields / shows me a percentage of that difference?Next Page