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 #217 - Actions APIs : Tasks
Welcome to another week of Kaizen! In last week's post we discussed Email Notifications APIs which act as the link between your Workflow automations and you. We have discussed how Zylker Cloud Services uses Email Notifications API in their custom dashboard.Kaizen #216 - Actions APIs : Email Notifications
Welcome to another week of Kaizen! For the last three weeks, we have been discussing Zylker's workflows. We successfully updated a dormant workflow, built a new one from the ground up and more. But our work is not finished—these automated processes areKaizen #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 achievedKaizen #142: How to Navigate to Another Page in Zoho CRM using Client Script
Hello everyone! Welcome back to another exciting Kaizen post. In this post, let us see how you can you navigate to different Pages using Client Script. In this Kaizen post, Need to Navigate to different Pages Client Script ZDKs related to navigation A.Kaizen #210 - Answering your Questions | Event Management System using ZDK CLI
Hello Everyone, Welcome back to yet another post in the Kaizen Series! As you already may know, for the Kaizen #200 milestone, we asked for your feedback and many of you suggested topics for us to discuss. We have been writing on these topics over the
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
Credit Card Readers?
We would like to use our commerce website at conferences (and eventually in store) to swipe credit cards to pay for orders. How would we accomplish this? Does Zoho have anything available for a developer write code to integrate something like Stripe TerminalAI generated meeting notes associated to Account or Deal
As our organization works to improve efficiency we are looking for a solution to leverage AI to generate meeting notes and then add those notes to a CRM record such as an Account or Deal. I see Zoho has a Notebook AI offering that talks about the abilityStock count by bin location
Is there a configuration to make a stock count by bin or area and not by product. these is useful to manage count by area RegardsAdd Prebuilt "Partner Finder" Template with Native Zoho CRM Integration in Zoho Sites To: Zoho Sites Product Team
Hi Zoho Team, We hope you're doing well. We would like to request a prebuilt "Partner Finder" template for Zoho Sites, modeled after your excellent implementation here: 🔗 https://www.zoho.com/partners/find-partner-results.html ✅ Use Case: Our organizationHow Do I Refund a Customer Directly to Their Credit Card?
Hi, I use books to auto-charge my customers credit card. But when I create a credit note there doesn't seem to be a way to directly refund the amount back to their credit card. Is the only way to refund a credit note by doing it "offline" - or manually-Can we generate APK and IOS app?
Dears, I want to know the availability to develop the app on zoho and after that .. generate the APK or IOS app and after that I added them to play store or IOS store.. Is it possible to do this .. I want not to use zoho app or let my customers use it. thanksLimitation with Dynamic Email Attachment Capture
I've discovered a flaw in how Zoho Creator handles email attachments when using the Email-to-Form feature, and I'm hoping the Zoho team can address this in a future update. The Issue According to the official documentation, capturing email attachmentsZoho Learn Course Completion Notifications/Triggers/API
Zoho Learn works great and will suit our course creation needs, but it appears to be lacking a bit when it comes to integration with other Zoho services (creator etc.) when it comes to course completion. 1) Is there an API or Zoho Flow trigger for whenSorting a list of record acquired from the zoho.crm.searchRecords function.
This is something for which I'm trying to figure out a straightforward way to do. The searchRecords does a great job fetching me the records that I want. However, in some cases, where it returns multiple records, I want it to sort the returned list by date of creation of that record, so that when I do records.get(0), I get the most recent record. As an example, here's my sample pseudo code: records = zoho.crm.searchRecords("Clients", "Office_Number:equals:123456"); Now the "records" list above containsEnhanced Recording Permission Controls for Zoho Cliq Meetings (Similar to Zoom)
Hello Zoho Cliq Team, We hope you are doing well. We would like to request an enhancement to the recording permission functionality in Zoho Cliq Meetings. Current Limitation: in Zoho Cliq Only hosts and co-hosts can record a meeting. Participants cannotPhone Connection
When on a call the person on the other end complains that there is static, I am cutting in and out or they can't hear me all. This happens on the cell connection as well.Can't add a sender adress from zoho campaigns
hi, I need to change the sender address for a campaign. When i try to add it i get a message to say 'duplicated email address found while adding your sender address'. This is the first campaign i'm sending so I don't understand why this message is displayed? Thanks JaneAdmin asked me for Backend Details when I wanted to verify my ZeptoMail Account
Please provide the backend details where you will be adding the SMTP/API information of ZeptoMail Who knows what this means?This 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 theThis user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details
Hello, Just signed up to ZOHO on a friend's recommendation. Got the TXT part (verified my domain), but whenever I try to add ANY user, I get the error: This user is not allowed to add in Zoho. Please contact support-as@zohocorp.com for further details I have emailed as well and writing here as well because when I searched, I saw many people faced the same issue and instead of email, they got a faster response here. My domain is: raisingreaderspk . com Hope this can be resolved. Thank youExport History timeline
Hi, I have an idea, bout zoho desk history of the ticket it would be great if the agent or admin of the zoho desk can export the timeline of the ticket history for agent report or on other matter.Desk fails to create a new ticket on Reply email
When I send a direct email to support@mysite.com, Desk will create a new ticket as expected. When I REPLY to an email sent from support@mysite.com, Desk will NOT generate a new ticket. This is very bad. How can I fix this? Use case: In a separate systemCondition based aggregate fields in subforms
Hello everyone, We're excited to inform you about the latest enhancements made to our aggregate field capabilities in subforms; create aggregate fields based on conditions! An aggregate field is a column on which a mathematical function has been applied.Is there a way to disable the Activity Reminders Pop-Up Window every time I log in?
Just wondering if there is a setting to disable the window from opening every time I open my CRM? Thanks ChrisAsk the Experts 25: Experience the full spectrum of Zoho Desk’s autumn and spring releases for 2025
Hello Everyone, We’re on the 25th episode of our ATE series! It's a true milestone in our live community interactions! It’s been an amazing journey since we started in October 2018. Zoho Desk has come a long way, evolving with the support of a wonderfulPrinting Multi-Page Reports (PDF Export)
Hi, I am moving a report from Google's Looker Studio to Zoho Analytics and trying to reproduce the Looker page by page dashboard editing experience. With Google, what you see is what you get when you print to PDF. But I can't seem to create the same experienceAddin Support in Zoho Sheet
Is there any addin support available in zoho sheet as like google marketplace to enhance productivity by connecting with other apps, providing AI data analysis, streamlining business processes, and more?Mass Update of Lookup Fields not possible
Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... aZoho Books | Product updates | November 2025
Hello users, We’ve rolled out new features and enhancements in Zoho Books. From translating email notification templates to the new transaction locking restrictions, explore the updates designed to enhance your bookkeeping experience. Making Tax DigitalFunction #61: Automatically add free item to the invoice based on item quantity
Hello everyone, and welcome back to another Custom Function Friday! During holiday seasons or special promotions, businesses offer deals like BOGO (Buy One, Get One), Buy 3 Get 1 Free, Buy 2 at 50% off, and much more to attract customers. These promotionsNotes for Items for Future Purchase Order
Next time when I order an item, tau have to make some changes in it, that order has to be placed after 4-5 months, I want to save those changes or points somewhere in the item, how will that be possible..Schemes of different tyoe
How can easily apply hourly, day wise or month wise schemes on Bill, Quantity, and other schemes. Like I want to apply a scheme Form today to next 7 days .where i can mention in zoho books so scheme will implement automatically to all customers andAlphabetically
How can i arrange alphabetically - (Manage Manufacturer) Field in Item MasterZohomail
Im trying to setup email address zohoClients not receiving emails
I've been informed that my emails are not being received. Is there anything that I should look into to rectify this? Many thanks!Double opt-in notifications and customizable confirmation messages for your webforms
Dear CRM Community, We are excited to announce a major upgrade to our Webforms feature. You can now customize the confirmation message shown to your users who double opt-in from your webform and also customize your confirmation emails when they submitEnterprise subscription support
My organization sells subscription services to enterprise customers, which is a different model from the consumer subscription model that Zoho Billing has been designed to support and I beleve this capability should be added. An enterprise subscriptionFree Plan mail accounts details
In the zoho mail pricing there's a free plan that includes: FREE PLAN Up to 25 Users 5GB* /User, 25MB Attachment Limit Webmail access only. Single domain hosting. I need to make sure that I'm able to create multiple email accounts in the form of: name@domain.comZOHO Mail App Not working
There seems to be an issue with Zoho Mail App today. It is not connecting to server, internet is working fine, tried uninstalling app and reinstalling, loading circle keeps spinning round. Is there an update on the way?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 helpingUnable to receive email - "5.3.0 - Other mail system problem 554-'5.2.3 MailPolicy violation Error delivering to mailboxes'"
My users are unable to receive emails from one particular domain, apparently. The domain known to be kicked back is whitelisted in the spam control. I sent an email to support earlier this morning but I have not received a reply. The error in the titleCaixa de saída bloqueada. Como desbloquear?
Olá, meu e-mail isabela.celli@sivirino.com está com a caixa de saída bloqueada. Não consigo enviar e-mails. Acredito que tenha sido porque mandei o mesmo e-mail para várias pessoas, pedindo uma cotação de serviço. Vocês podem desbloquear para mim? QuantosZoho Forms - Improve the CRM integration field to query data from more than one module
Hi Forms team, Something I get stuck on regularly is pre-populating a form with data when that data is spread across 2 or 3 modules. For example Contacts, Accounts and Deals. I don't want to duplicate the information in CRM so I end up writing a functiondesbloquear cuenta
Buenos dias Cordial saludo Tengo una cuenta libre en zoho mail asociado a un dominio, pero uno de los usuarios se bloquea el correo porque dice que ha excedido el límite de correo, por favor podrian desbloquearla y como hago para que esta persona debe enviar sus correos sin ningun probleama. Gracias de antemanoNot Receiving Incoming Mail
I can send emails from my account but I do not receive any. I originally set up forwarding and it worked for a while and then stopped. I turned off forwarding and now do not receive any emails. Could you please check what is causing this issue? Thank youNext Page