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
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 #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
Zoho Error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details
Hello There, l tried to verify my domain (florindagoreti.com.br) and its shows this error: This Operation has been restricted. Please contact support-as@zohocorp.com for further details. Screenshot Given Below - please check what went wrong. ThanksDownload a file from within a zoho creator widget
I have a widget running in Zoho Creator , it displays uploaded documents in a table file, and I have added a download link in the view. ( The widget is created with html, css and javascript). I do not succeed in getting the download working. Do I haveCorrelated subqueries not supported in Zoho Analytics. This creates huge limitations
Running into a major limitation in Zoho Analytics: correlated subqueries simply don’t work, even in completely standard SQL patterns inside a JOIN. Example: LEFT JOIN "Bills" b ON d."Id" = b."Deal ID" AND EXISTS ( SELECT 1 FROM "BillZoho / Outlook Calendar sync
The current Marketplace -> Microsoft -> Meetings integration needs 2 changes. 1. The current language for the Two-Way sync option should be changed. It currently states, "Sync both your Zoho CRM Calendar and Office 365 Calendar meetings with each other."Email content just contain 'OK' ,not what we expect
create campaign API URL: https://campaigns.zoho.com/api/v1.1/createCampaign req params: {'campaignname': 'General_Outreach_d0cfc415-43aa-4b96-bb09-558e76a3dda3_50_20251117_214806_660', 'from_email': 'admin@allinmedia.ai', 'subject': 'ALL IN MEDIA', 'list_details':Introducing the all-new email parser!
Greetings, We are pleased to introduce to you, a brand-new, upgraded version of the Zoho CRM Email Parser, which is packed with fresh features and has been completely redesigned to meet latest customers needs and their business requirements. On that note,Possible to connect Zoho CRM's Sandbox with Zoho Creator's Sandbox?
We are making some big changes on our CRM so we are testing it out in CRM's Sandbox. We also have a Zoho Creator app that we need to test. Is it possible to connect Zoho CRM's Sandbox to Zoho Creator's Sandbox so that I can perform those tests?Reopen ticket
Hello! Can I reopen a ticket just using the API ticket/sendReply ? What's the rules to do it? I'm trying but it doesn't reopen the ticket, it just send the replyAllow Admins to Transfer Ownership of Their Own Files & Folders
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an important enhancement to the ownership-transfer functionality in Zoho WorkDrive, specifically regarding administrator capabilities. As administrators, we have the ability toTip#46: Capture accurate log hours
Hello everyone, Use the newly introduced timer settings that will streamline the usage of timers and help admins or workspace owners to manage the time entries of the workspace users better. Check out the below mentioned timer settings added to the TimesheetMoving to app-specific authentication for Google integrations
Hello everyone, We’re making an important change to how Google integrations work in our platform. Until now, we used a common Google project across Zoho to enable integrations like Google Drive, Calendar, and more. Going forward, we’ll be moving to anLost the ability to sort by ticket owner
Hi all, in the last week or so, we have lost the ability to sort tickets by Ticket Owner. Unlike the other columns which we can hover over and click on to sort, Ticket Owner is no longer clickable. Is it just us, or are other customers seeing this too?Using a CRM Client Script Button to create a Books Invoice
Hello, I need help handling error messages returned to my client script from a function. The scenario I have setup a client script button which is available from each Deal. This CS executes a crm function, which in turn creates an invoice based on theHow Can i put a form in Zobot
Hi,how can i integrate a form which has a multiple options to choose from.the form should be opened or displayed by zobot after it meets a requirement in the conversation. Thanks in advance !Has Anyone successfully integrated Zoho and Sage Intact?
Hey all, We’re evaluating Zoho One + Sage Intacct and I’m trying to connect with anyone who has actually implemented the two together.Specifically, I’d love to know: -- Which functions you kept in Zoho vs. Intacct (e.g., Product Catalog, AR/AP, invoicing,Playback and Management Enhancements for Zoho Quartz Recordings
Hello Zoho Team, We hope you're all doing well. We would like to submit a feature request related to Zoho Quartz, the tool used to record and share browser sessions with Zoho Support. 🎯 Current Functionality As of now, Zoho Quartz allows users to recordZoho Analytics - Feature Request For Time Based Data Source Fetch
Hi Analytics Team, I have a client using Zoho CRM and they want a weekly report at 4:30pm every Friday, emailed to the sales team showing a pie chart of Closed Won Deals for that week. This is easy to achieve in Analytics but not so easy to ensure theWhich user's capacity is used for Shared Mailbox storage?
We use shared mailboxes at our company, and their size is increasing daily. Which user(s)'s total mailbox limit is being used up by this space?Inserting the current date / time
I'd like to use Zoho Notebook as a log - so it would be great to be able to insert the current date and time at the beginning (or end) of each my log/journal entries - or wherever I want. Something simple, like pressing a button/icon to insert it wherever my text cursor is. It could be formatted like "Mon Dec 11, 2017 - 11:43p".Migrate data from old to new account
Hy, Have one Old Zoho Notebook Account with Data , want to migrate that whole Data to New Zoho Notebook Account which is in Zoho One . Is that possible ? If Yes then how?Campaign editor overrides href value
I've been trying to insert a deep link in an email campaign so recipients can directly open a native app on their device. My deep link looks something like "myapp://". The options to insert links in the campaign editor are limited to strict urls, emails,how to add subform over sigma in the CRM
my new module don't have any subform available any way to add this from sigma or from the crmBug Report and Suggestions for Improvement in Zoho Applications
Hi Zoho Team, I’d like to report a few bugs and improvement suggestions I’ve noticed while using Zoho products: Zoho Cliq Video Call: The camera sometimes turns off automatically during video calls. This seems to be a bug — please check and fix it. ZohoCanvas Flex Box containers should not require a width/height.
Flexbox containers are often used as organizational concepts, to ease re-flow on mobile etc. - I cannot use % for flexbox W or H - I cannot omit W or H This means that the content cannot dictate, and a Flexbox container cannot be used merely as an organizationalZoho Desk Android app update: Filter enhancement, Save Filters
Hello everyone! We have now enhanced the filter section on the ticket listing screen of Zoho Desk Android app as it is on the web(desk.zoho.com). Also, we have introduced an option to save filters for tickets on the mobile app. You can easily apply, rename,Very long loading times | bad performance [ZOHO DC: EU]
Hello there, we have recently noticed that the loading times have become extremely long when retrieving tickets and ticket details. For example, I open any ticket and get the following view. The subject and standard information (ticket owner, status etc.)Zia Profile Summary now supports six languages and responds faster
After numerous customer requests, we’ve expanded Zia Profile Summary to do more than just summarize resumes quickly. It can now summarize them in six different languages and deliver results even faster. What’s New 1. Extended language support Zia canIntroducing Zoho Show Android 3.0
Good ideas need the right space to grow. They deserve tools that move as fast as your thoughts and make creating feel effortless. And that is why we are bringing you Zoho Show Android 3.0! From a brand-new look and smoother navigation to improved collaborationProperly Capture Dropdowns & Hover Elements When Recording a Window/Tab
Hi Zoho WorkDrive Team, Hope you are doing great. We encountered a limitation when recording a selected window or browser tab: Certain UI elements, such as dropdown lists, hover menus, and overlays, are not captured unless we record the entire screen.Peppol integration zoho invoicefu
Hi, Belgium will require Peppol invoicing as of 2026. I found that this is being prepared for Zoho books, to be released in Sep 2025. Will Zoho Invoice get this functionality too? I like the Invoice app for my part-time side business as bike mechanicAllow Recording Only a Selected Portion of the Screen
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request a more flexible recording option in Zoho WorkDrive. At the moment, we can record either the entire screen or a specific window/tab — but not a custom selected portion of the screenRestricting Calendar View to Working Hours
Hi: I'm trying to implement a calendar which displays all of my customer appointments. Currently, the calendar shows all 24 hours of the day. Is there a way to restrict the hours to simply the times my business is open? Thanks!Add Camera Background Blur During Recording
Hi Zoho WorkDrive Team, Hope everything is well. We would like to request an enhancement to the video recording feature in Zoho WorkDrive. Currently, the camera preview displayed during a recording does not support background blur. This is an essentialAmazon FBA integration - Handle invoice reconciliation under different GSTINs,
Dear Zoho Community, Thank you for the clarification regarding the Amazon FBA integration, default warehouse, and GSTIN mapping in Zoho Inventory. I understand that Zoho currently supports only one warehouse for Amazon FBA, and that all FBA orders areWhatsapp Integration questions
Hi Questions: 1. Whatsapp messages are not reaching our CRM, is there a delay? 2. Is there any way to create a whatsapp catalog on a number that is integrated with ZOHO? 3. How do I configure my profile picture on a number that is integrated with ZOAllow Font Size 11 in Editors...
That is basic functionality...link mail.zoho.com/UnblockMe to unblock
Could you please unblock my account heloisa.bomfim@expansaodenegocios.comUnblocked me
Please can you help unblocked my account thanks materiauxjcbrunet2000@zohomail.comIntegrating External Portal Tickets Into Zoho Desk
A B2B travel company has a customer portal where clients can raise and submit tickets related to their bookings. These tickets need to be handled and managed in the backend through Zoho Desk. Ticket updates and replies from Zoho Desk should also be visibleMake Camera Overlay & Recording Controls Visible in All Screen-Sharing Options
Hi Zoho WorkDrive Team, Hope you are doing well. We would like to request an improvement to the screen-recording experience in Zoho WorkDrive. Current Limitation: At the moment the recording controls are visible only inside the Zoho WorkDrive tab. WhenNext Page