Kaizen #128 - Circuits in Zoho CRM - Part 3
Hello everyone!
We are back with yet another post on Circuits in Zoho CRM.
In our last week's post, we discussed a use case, the various states and functions involved in that circuit, testing and execution, and associating that circuit with a workflow.
In today's post, we will see how we can associate that circuit with a button and a blueprint, the output format of the "Zoho CRM" functional states, and a few FAQs.
Use case recap
Consider that we have a module in CRM called Customers, where we have personal info of customers, tax-related details, tax and personal ID verification details and status. Our aim is to check the loan amount, check eligibility, and then grant or reject it.
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.
This is the circuit for the above use case.
Let us see how this circuit works with a button.
Associating the Circuit with a Button
Follow the steps in this article to create a button in the Customers module.
Choose "Execute Circuit" from the list of Custom Actions for the button.
From the list of Circuits, choose the Verification Process circuit.
Here is the execution of the circuit when you execute the button action.
Associating the Circuit with a Blueprint
Create a blueprint by following the steps in this article.
Our blueprint would look like this.
Specify the entry criteria as Amount > 500000.
When the amount > 500000, and tax is filed, the "After" transition would be executing the circuit as shown in the image.
When the tax is not filed, the "After" transition will still be executing the circuit.
Execution Logs
Go to Setup > Developer Hub > Circuits.
Click the Execution Logs tab. You can see the list of circuits that were executed with their duration, start and end times, the place where they were triggered from, and the status.
When you click any of the entries, you can see the execution of the circuit.
If a circuit's execution failed, the status would be Failed.
When you hover over the entry, you can see Retry and Rerun options.
Retry executes the circuit from the state where it failed, while Rerun executes the circuit from the beginning.
Output format of the "Zoho CRM" Functional States
After the input is processed by the state, the output will be available as a JSON. Result Path selects(using JSON Path format) what combination of the state result and the actual state input has to be passed to the output, from that JSON.
Each JSON of the Zoho CRM state will have two objects viz., ZohoCRM and the variable you have specified in the Result Path for that state(depicted in the following image).
Here is the JSON.
{ "ZohoCRM": { "record_id": "{recordid}", "user_id": "{userid}", "module": { "api_name": "{moduleapiname}", "tab_label": "{modulelabel}", "id": "{moduleid}" } }, "{name}": {} //contains state result } |
The various Zoho CRM states and their sample JSON formats in the response are discussed in this section.
- The Get User state returns the Get user API response.
- The Get Variables state returns the CRM variables in your org.
- The Get Org state returns the org details.
- The Get Record state returns the record's details.
1. Get User
{ "ZohoCRM": { "record_id": "5575270000005762031", "user_id": "5575270000005379053", "module": { "api_name": "Customers", "tab_label": "Customers", "id": "5575270000001975002" } }, "get_user": {//This is the name specified for the Result Path "users": [ {.. Get a user API response.. } ] } } |
2. Get Variables
{ "ZohoCRM": { "record_id": "5575270000005762031", "user_id": "5575270000005379053", "module": { "api_name": "Customers", "tab_label": "Customers", "id": "5575270000001975002" } }, "get_var": {//This is the name specified for the Result Path "variables": [ {.. Get Variables API response.. } ] } } |
3. Get Org
{ "ZohoCRM": { "record_id": "5575270000005762031", "user_id": "5575270000005379053", "module": { "api_name": "Customers", "tab_label": "Customers", "id": "5575270000001975002" } }, "get_org": {//This is the name specified for the Result Path "org": [ {.. Get Organization API response.. } ] } } |
4. Get Record
{ "ZohoCRM": { "record_id": "5575270000005762031", "user_id": "5575270000005379053", "module": { "api_name": "Customers", "tab_label": "Customers", "id": "5575270000001975002" } }, "record": {//This is the name specified for the Result Path "data": [ {.. Get records API response.. } ] } } |
The following table gives you an idea of how the response for the Get record state is depending on where the circuit is triggered from.
Trigger | Applicable? | Output |
Workflow | Yes | data[0] (Respective record) |
Blueprint | Yes | data[0] |
Button - Details Page | Yes | data[0] |
Button - Edit Page | Yes, but the current edited value won't be considered | data[0] |
Button - Each Record | Yes | data[0] |
Button - Mass Action | Yes, the Execution preview will be redirected to the Circuit's Execution tab | data[0] |
Button - Related List Selection* | The related module's record, not the base module's record | data[0] |
Button - Create Page | No | {} |
Button - Clone Page | No | {} |
Button - Utility Menu | No | The circuit fails because `record_ids` will be passed as an array instead of `record_id` |
FAQs
1. Is it possible to trigger a Circuit via a REST API?
It is not possible to trigger/execute a Circuit via REST API as of now. We have plans to support that in the future.
2. How to pass record details/Is it possible to send parameter values to a Circuit while starting the execution?
You can simply use the "Get Record" state to get the details of a record, and the response will be the same as that of the Get Records API.
3. What API version is 'Get Record' using?
Version 2 of CRM APIs.
4. Is it possible to return JSON as a response from the Function state?
Yes. To send a custom JSON response, you should use `crmAPIRequest` as the key and the value as the API response in Functions.
Example:
// This is the actual content you will get in the Circuit. output = {"name":"Zylker","zipcode":600001}; // This is to construct the crmAPIResponse response = Map(); response.put("status_code",200); response.put("body",{"code":"success","details":{"output":output,"output_type":"string","id":"896753000000146001"},"message":"function executed successfully"}); return {"crmAPIResponse": response}; |
5. Is it possible to pause the circuit and continue to the next state on demand/on trigger from a remote server (via REST API)?
It's not possible to pause the state and trigger the next state from a remote server. As a workaround, you can use the "wait" state (up to 30 days i.e 25,92,000 seconds) is and fetch the status periodically to move to the next state upon the desired response received.
6. Is it possible to retry Circuit execution from the failed state?
Yes, one can retry the Circuit execution from the last failed state or can rerun the entire execution from the beginning. These options are available for every Failed execution under the Execution Logs.
7. How are credits calculated for a Circuit?
Circuits use an edition-based credit system, where each transition in the circuit consumes one credit. While every edition has a maximum credit limit, you can always purchase add-on credits from the Credits tab on the Circuits dashboard. Refer to this help page for details.
We hope you found this post useful. Let us know your comments in the Comment section.
Cheers!
Shylaja
Additional Reading:
- Circuits - Kaizen #126 and Kaizen #127
- Circuits Help documentation
- API Help documentation
- Kaizen series
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Cameron McEvenue
Sticky Posts
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.Kaizen #226: Using ZRC in Client Script
Hello everyone! Welcome to another week of Kaizen. In today's post, lets see what is ZRC (Zoho Request Client) and how we can use ZRC methods in Client Script to get inputs from a Salesperson and update the Lead status with a single button click. In thisKaizen #222 - Client Script Support for Notes Related List
Hello everyone! Welcome to another week of Kaizen. The final Kaizen post of the year 2025 is here! With the new Client Script support for the Notes Related List, you can validate, enrich, and manage notes across modules. In this post, we’ll explore howKaizen #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 are
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
ZOHO.CRM.UI.Record.open not working properly
I have a Zoho CRM Widget and in it I have a block where it will open the blocks Meeting like below block.addEventListener("click", () => { ZOHO.CRM.UI.Record.open({ Entity: "Events", RecordID: meeting.id }).catch(err => { console.error("Open record failed:",Payment system for donations management
I manage an organization where we receive donations from payers. Hence, there is no need to first create invoices and then create payments received against the invoices. What are the recommended best practices to do this in ZohoBooks?Recording the deducted TDS on advance received from Customer (Zoho Books India)
Hi, How can we record the tds that has been deducted by my customer for the advance that he has paid to me. 1) My customer has paid Rs 10000 to me as advance (Rs 9800 as cash and deducted Rs 200 as TDS). I am not able to record the tds that has been deductedChanging Account Type in Chart of Accounts
Does anyone know how to change/edit the account type for an Account name in Chart of Accounts. Zoho will not let me do this for some reasonBulk bank rule creatioin
Hi team, I am exploring Option to create a multiple bank rule. Could please suggest the option to implement this?Cloning a Pick List
I have an existing Pick List in my Contacts that I want to drop into my Leads. Is there a way to copy or clone the field with it's accompanying Pick List? Thanks for your time.The Social Wall: January 2026
Hello everyone, We’re back with the first edition of The Social Wall of 2026. There’s a lot planned for the year ahead, and we’re starting with a few useful features and improvements released in January to help you get started. Create a GBP in SocialZoho books aide
Bonjour, je rencontre un problème avec Zoho Books. J’ai effectué une demande de support via l’interface prévue à cet effet, mais je n’ai jamais de retour. Je ne reçois ni email de confirmation, ni information concernant la prise en charge de ma demande,Smart Data, Smarter Contracts — Ensuring Consistency Between Metadata and Documents
In contract management, data accuracy is not just a nice-to-have—it is essential. A single mismatch between what your system shows and what is written in the contract can ripple into approval delays, compliance risks, and broken trust in your data. ImagineJoin Zoho Meeting only via Web browser and not with Zoho Meeting App
Dear Zoho team, according to the documentation [1], Zoho Meeting only offers web view for Chrome and Firefox on a desktop. For other browsers and devices, participants can only join a Zoho Meaning with the Zoho Meeting App installed. This is a big hurdleCRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more
Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),Manage control over Microsoft Office 365 integrations with profile-based sync permissions
Greetings all, Previously, all users in Zoho CRM had access to enable Microsoft integrations (Calendar, Contacts, and Tasks) in their accounts, regardless of their profile type. Users with administrator profiles can now manage profile-based permissionsinability to use different primary address on invoice per location
my company operates in two different locations with different email address. The problems then is the inability to edit the primary to suite the invoice for the second location.AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?
Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provideRename Service Report
Some of our customers are requesting the name of the service report PDF to be in a specific format, for example, instead of REP-001.PDF some are requesting to include their name like customername.pdf. is that possible?AI Search and Record Retrieval Inside Zoho Creator – Is This Possible?
Is it possible to integrate an AI assistant into Zoho Creator that can intelligently search, retrieve, and analyze records within the application’s forms and reports? Can AI access and query existing Creator data securely using Deluge or APIs to provideScheduled AU Data Center Database Version Upgrade for Zoho Forms
Dear Zoho Forms' users, We would like to update you on a scheduled AU Data Center database version upgrade for Zoho Forms. Find the schedule below: Migration window: Sunday, 22nd February 2026 12.00 AM to 12.30 AM AEDT This migration is a part of ourCannot get code to work with v2.mergeAndStore!
Please can someone help me pass subform items into a repeating mail merge table row using v2.mergeAndStore? I have a mail merge template created in Writer and stored in Workdrive. This template is referenced by a custom CRM function which merges all ofHotmail is blocking the zoho mail IP
Greetings, Since last Tuesday (5 days ago today) I wrote to Zoho support and I still haven't received a single response (Ticket ID: 2056917). Is this how you treat people who pay for your email service? I am making this public so that those who want toZoho Bookings and Survey Integration through Flow
I am trying to set up flows where once an appointment is marked as completed in Zoho Bookings, the applicable survey form would be sent to the customer. Problem is, I cannot customise flows wherein if Consultation A is completed, Survey Form A would beZoho CRM Community Digest - December 2025 | Part 2
Hello Everyone! During the final weeks of December, Zoho CRM introduced updates that not only enhanced product capabilities but also offered deeper guidance through Kaizen posts. This section highlights what was released and shared in the last two weeksCRUD actions for Resources via API
Hello, is it possible to perform CRUD actions through the API for Resources? We want to create a sync from Zoho CRM Car record to Bookings resources to create availabilities for Car bookings. For Test drives, not only the sales person needs to be available,Kaizen #186 : Client Script Support for Subforms
Hello everyone! Welcome back to another exciting Kaizen post on Client Script! In this edition, we’re taking a closer look at Client Script Support for Subforms with the help of the following scenario. " Zylker, a manufacturing company, uses the "Orders"Unable to Assign Multiple Categories to a Single Product in Zoho Commerce
Hello Zoho Commerce Support Team, I am facing an issue while assigning categories to products in Zoho Commerce. I want to assign multiple categories to a single product, but in the Item edit page, the Category field allows selecting only one categoryオンライン勉強会のお知らせ Zoho ワークアウト （2/19 参加無料）
ユーザーの皆さま、こんにちは。コミュニティチームの中野です。 2月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 ▶︎参加登録はこちら（無料） https://us02web.zoom.us/meeting/register/6AyVUxp6QDmMQiDGXGkxPA ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは？ Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目指すイベント「Zohodoubts about customer happiness in zoho desk
Good afternoon, Desk community. The reason for my message is that I have a question regarding the customer satisfaction surveys we can ask our clients to rate our service. I know that in Desk, you can activate Customer Happiness to send a survey to theCOQL API in JS Widget only pulling 200 records
Hello! We've been building a custom homepage widget using the Zoho JS SDK, and it seems that this https://help.zwidgets.com/help/latest/ZOHO.CRM.API.html#.coql only allows 200 records. I thought the limit was 2000 for COQL queries, but am I mistaken?Standard Description Field - Can I change label or add dd tooltip
Is there a way fo you guys to allow the customer to change the label name for the description field in the customer portal when submitting tickets. Or at least allow us to add a tooltip to clarify what description we need from them. I know I can create my own separate multi line description field but if I do that, it doesn't have the nice toolbar with Bold, Italic, Underline, color, font, indent, etc. Can you please allow us to add a tooltip to the zoho standard description field?Introducing parent-child ticketing in Zoho Desk [Early access]
Hello Zoho Desk users! We have introduced the parent-child ticketing system to help customer service teams ensure efficient resolution of issues involving multiple, related tickets. You can now combine repetitive and interconnected tickets into parent-childAbility to CC on a mass email
Ability to CC someone on a mass email.Different Task Layouts for Subtasks
I was wondering how it would be possible for a subtask to have a different task layout to the parent task.Compensation | Salary Packages - Hourly Wage Needed
The US Bureau of Labor Statistics says 55.7% of all workers in the US are paid by the hour. I don't know how that compares to the rest of the world, but I would think that this alone would justify the need for having an hourly-based salary package option.Customizing Helpcenter texts
I’m customizing the Zoho Desk Help Center and I’d like to change the wording of the standard widgets – for example, the text in the “Submit Ticket” banner that appears in the footer, or other built-in widget labels and messages. So far, I haven’t foundAbility to Edit Ticket Subject when Splitting a Ticket
Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notificationAutomatically Update Form Attachment Service with Newly added Fields
Hi, When I have a Form Setup and connected to a 3rd Party Service such as OneDrive for Form Attachments, when I later add a new Upload Field I have to remove and redo the entire 3rd Party Setup from scratch. This needs to be improved, such as when newReopen ticket on specific date/time
Is there a way that we can close a ticket and setup a reopen of that ticket on a specific date and time? (without using the "on hold" ticket option)API credit COQL COUNT
The docs describe API credits in COQL from the LIMIT perspective: https://www.zoho.com/crm/developer/docs/api/v8/COQL-Overview.html When using aggregate functions such as `COUNT` or `SUM`, is that billed as 1 API credit?Weekly Tips : Save Time with Saved Search
Let's assume your work requires you to regularly check emails from important clients that have attachments and were sent within a specific time period. Instead of entering the same conditions every time—like sender, date range, and attachments included—youRemove 'This is an automated mail from Zoho Sign' in footer
Hi there, Is it possible to remove or change the text under the e-mail templates? I can't figure out how to do that: Would love to hear from you. Kind regards, TristanOrganize and manage PDFs with Zoho PDF Editor's dashboard
Hello users, Zoho PDF Editor's dashboard is a one-stop place to upload, sort, share PDF files, and more. This article will explore the various capabilities that Zoho PDF Editor's dashboard offers. A few highlights of Zoho PDF Editor's dashboard: UploadNext Page