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 Campaigns 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
cutomized fields are not showing up in zoho creator from zoho crm
We have customized fields in zoho crm under accounts module like "Last production upgrade" --> This field is a date. When created a solution in zoho creator i couldn't find any of the customized fields. Would you please help me on this matter? ThanksHow to Add Bulk Data in Zoho Creator Forms Using Deluge Without Exceeding Execution Time Limit
I have a database form with a column named 'Product Name' containing 8000 values in a Zoho Creator form. In another form named 'Returns Data,' I have a column with the same name, 'Product Name.' How do I add these 8000 values to the 'Returns Data' formOpen New Free Zoho Account
Hi Team, Do you guys offer a free email hosting? I do have a domain already. If yes, what is the process to open the new account? Thanks,554 5.7.1 : Recipient address rejected: user info@intimspace.de does not exist
554 5.7.1 : Адрес получателя отклонен: пользователь info@intimspace.de не существует I can't send an email to Google at info@intimspace.de. An error comes. I entered everything correctly in DNS https://zohomail.tools/#domainDetails/intimspace.de/ALLEmails going back unread
Hi all, When in Zoho mail - when I recieve a new mail it puts back all emails read that day back to unread - I then have to go back through and open all emails I have already read! Gets very annoying... Any idea on the bug fix?Been getting this error, every now and then "Get count limit exceeded, please try again after 3 mins"
it is really annoying.Constraints on Tasks
We have a use case where we have certain fixed date tasks and need to schedule predecessor tasks around these. Predecessor tasks need to be completed with a lag before the fixed date. We should be able to schedule the start and end date for predecessorMoving Project Dependencies Not Moving Precedessors
Most of the time we want to base our start dates around an event that is in the middle of the project template. If I set a bar up at the date we want it, it doesn't move the predecessors up. Is there a way to change this? eg. there is no point startingCan you set task due dates to be "x" days before the milestone?
We have a milestone set as the date of our first event. All of the tasks need to happen in increments prior to the milestone event. Is there a way to configure this without having to set up each task due date? Thanks!Default ticket template in helpcenter
Hello, I have a web form and a ticket template created. How can I make that my default ticket template? If an user clicks New ticket or create a ticket, I want that template to be the default one. Thank you for the time and info.Expanded data-capturing capabilities with enhanced tabular sections
We are thrilled to announce an update to Zoho Recruit that brings even more flexibility and customization to your recruiting process. With the addition of 10 new field types to the tabular sections, you now have the power to enhance your tabular sectionsIntegration of Business Hours in Email Templates
Dear Zoho Desk Team, We would like to propose a feature enhancement to Zoho Desk that would greatly improve the utility of the Business Hours settings and streamline communication with our clients. Feature Request: Integration of Business Hours in EmailAdd Owner to deluge-created module record note
Is it possible to include the "owner" aka "creator", of a Note when creating it via delulge? This sets "superadmin" as the Note creator. I need to override it. notemap = Map(); notemap.put("Parent_Id",program_contact_id); notemap.put("Note_Content",program_contact_data.get('Note'));Blueprint - Field Validation Criteria (During)
When setting validation criteria elsewhere in Zoho, or even workflow criteria etc., there are Is Empty and Isn't Empty options. Within the Field Validation Criteria within Blueprint, those options aren't available. Is there a particular reason for this?Delete Field that is used in a Zoho Flow connection
I'm trying to delete a Field used in a Webhook created by Zoho Flow with CRM Connection and i get the following alert: When going to the alert i get to the following issue, can't edit it since its been deployed by a pluggin But yes i have here the promptedUse image on img HTML tag
Hi how could I do to use my image saved in Workdrive to use it in an HTML img tag ? I need to display it on my website without having to use iframes. Regards,ZOHO Compain emails going to spam after authentication is successful
Hello, I am frustrated right now. I have recently setup the zoho email compaign, The auto responder email went to receipient spam folder. then, I researched a lot and completed authentication (SPF, DKIM) in email deliverability, email relay in zoho crm.Security Policies
To protect against cyber threats and attacks, organizations need to set up security policies for their employees' accounts. Security policies are rules and regulations for every individual or group using the organization's assets and resources. EnablingZoho CRM functions editor is not in the programming language deluge
I am trying to write a function for a button. I helped someone before in deluge and I'm using this new editor I'm not familiar with - I guess it is new. Why is the default code statically typed? The editor will not let me create a variable without a type."Age in Days" calculation in Advanced Analytics
Hi Can someone advise how this is calculated? I am getting values on this report which I cannot understand. Thank youAutomatically set quotes to "lost" if deal is set to lost
Hi, Is there a way to automate that if a deal (opportunity) is lost the related quotes are also set to lost? Thanks!Subdomain
How can i make subdomain in my zoho websiteA/R Aging Details shows wrong aging days
In the A/R Summary Report all of the invoices are in the right aging buckets. When I run the A/R Aging Details report I get aged dates of +300 days when they should be in the 0-90 day range.Global Choice List share ownership
I have created several forms that use one or more Global Choice Lists. These lists have been published to Org. I would like to allow one or more admins to edit the choices in these lists. Any help appreciated. GeoffDomain Transfer
I have a Godaddy domain, how i can transfer it to Zoha? and how i can move my website to Zoho server? With my best wishes.Project Templates & Reminders
I am getting projects all set up to work for our company and am running into a problem that I'm hoping is easily fixable. I have created a project template and within that project, there are reminders set on certain tasks. When I create a project fromKaizen #126 - Circuits in Zoho CRM - Part 1
Hello everyone! Welcome back to another week of Kaizen! Today, we will discuss an exciting topic—Circuits in Zoho CRM. For starters, we will discuss what Circuits are, how beneficial they are for businesses, different views of a Circuit, and the differentCreate customized SLAs for your customer base with support plans
Managing customer expectations, prioritizing critical issues, and resolving customer inquiries on time is quite a juggle. Without a clear timelines or defined priorities, a support team may struggle with delays in response, SLA violations, and pendingZoho Flow or Schedules
I have a process where we text our leads 7 times over a 14 day with different content for each text. I created one flow in Zoho Flow to do this, but wondering if there is a more efficient way to accomplish this via Schedules. It goes on for 6 more timesFree webinar: Zoho Sign 2024 wrap-up - Everything that is new and has changed
Hello, Are you looking up to catch up on all the updates made to Zoho Sign in 2024? Or are you still figuring out how you can use Zoho Sign better to get business paperwork done more efficiently? If so, we invite you to join us this Thursday, DecemberHow to Customize Task Creation to Send a Custom Alert Using JavaScript in Zoho CRM?
Hello Zoho CRM Community, I’m looking to customize Zoho CRM to send a custom alert whenever a task is created. I understand that Zoho CRM supports client scripts using JavaScript, and I would like to leverage this feature to implement the alert functionality.Workflow - Execute Based on Date
Hello, I have trouble understanding the documentation for Execute Based on Date or Date Time Field's Value. I want to send an email every time I have a Case opened for more than three days with its status unchanged. I set : This rule will be executed 3 days after [date]. Condition : Status is [New]. Instant Action : Send an email notification. However, I'm not sure I follow this part of the documentation: "For all the records matching the rule criteria, rule will be triggered either monthly or yearlyCan we set a BCC address as default to show while sending emails?
Two things inside ZohoCRM are annoying me because it's a repeated work. First one is that I always need to click manually to add the BCC field while sending an email to a lead. Can we set a default address so when I click to send a new email the BCC addressMake collecting payments from your customers in Bigin easier with payment links
Greetings, Efficient payment collection is crucial for business success. Bigin already helps your businesses manage and sell products effectively, but we can further enhance this by making payment collection easier. This integrated payment feature letsSend email is not authenticated
Hi, I’m getting an error in Gmail, when receiving an email from my account in zoho, my email is already authenticated in my domain, and I don't know why I keep receiving this message... also testing in outlook, the message goes directly to "junk".Inbox Preference - Saved replies based on message repsonse with specific word
Hi There, Can one create a workflow where the Save Reply will be generic for all messages that contains a specific word, various channels,. The saved reply should contain a link for download etc. that is a response to the word entered in the message containedBasic Price List Functionality Still Missing
I am having a problem with the most simple imaginable pricing scenario - you buy cheap, add profit, then sell high. Or in less simplistic terms: business buys a product at a given cost, then adds predetermined percentage markup, and finally sells thatHow do I hire employees????
Hi! I own a bookkeeping company, where a few of my clients use Zoho Books as their accounting platform . I started utilizing Zoho Practice to work on the books of my Zoho clients, some have Zoho One and some have Zoho Books plans. I just hired an employee,Automate data upload process like reports
I'll start with the end in mind. I want to basically keep certain creator tables updated with data that are in a sql database/tables in our office (employees, active jobs, employee positions) so I can reference that data and not have to duplicate it by hand every time someone adds a new job or employee in the office desktop software. Here are some thoughts I had about how to do this, but am unsure as to whether any of them are actually possible and how to go about it from there: Is there any wayGreylisted, try again after some time
Can you check my ip, i send to duyna@vietlinkjsc.vn but have an error; my ip is 112.213.94.12 Here is log: 2018-01-09 09:40:29 H=mx.zoho.com [204.141.32.121] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 H=mx2.zoho.com [204.141.33.55] SMTP error from remote mail server after RCPT TO:<duyna@vietlinkjsc.vn>: 451 4.7.1 Greylisted, try again after some time 2018-01-09 09:40:32 duyna@vietlinkjsc.vn R=lookuphostNext Page