The New "Zoho CRM REST API" Source

The Zoho CRM REST API source is a built-in default source available in Queries. It provides native access to Zoho CRM REST API endpoints directly within the Query Workbench, using the currently logged-in user's session for authentication. No additional connection or OAuth configuration is required.

While the Module and COQL source types are designed for CRM record retrieval, the Zoho CRM REST API source enables access to CRM metadata. This includes module definitions, field configurations, page layouts, user records, profiles, pipelines, related list settings and so on.

Implementation

Step 1: Create a Blueprint for module "Loan Applications"

 

Add the states and transitions and configure the criteria for each tran
sition.

Step 2: Create a Query to fetch the Blueprint transition criteria.

1. Go to Setup > Developer Hub > Queries.
2. Click Create Query, provide the Query Name  and click Next.
   
3. In the Query Workbench, change the Source to Zoho CRM REST API.
4. Provide the GET Blueprint API endpoint relative path and pass the record ID as variable in the Query.  
   
   
   

   /v8/Loan_Application/{{application_record_id}}/actions/blueprint

   
   
    

      5. If you click Execute Query, then the query will return the following.

      6. Provide the code to the Serializer to format the response according to your requirements.

Refer the Serializer code here.

The above code will return the response with the transition criteria details, current state, next state and whether the criteria matched or not. 

7. Click Execute Query to test the response, then and click Save.

The Serializer returns the following response:

[   {     "current_state": "Under Review",     "transition_name": "Send For Verification",     "next_state": "Verification Pending",     "criteria_matched": "false",     "criteria": "( ( Credit Score < 750 OR Fraud Check Status is Pending ) OR Risk Category is High )"   },   {     "current_state": "Under Review",     "transition_name": "Reject Loan",     "next_state": "Rejected",     "criteria_matched": "false",     "criteria": "( ( Fraud Check Status is Failed OR Risk Category is High ) OR Credit Score < 500 )"   },   {     "current_state": "Under Review",     "transition_name": "Approve Loan",     "next_state": "Approved",     "criteria_matched": "false",     "criteria": "( ( ( ( ( ( ( ( ( Loan Amount > 500000 AND Credit Score > 750 ) AND ( Customer Type is Premium OR Existing Customer is true ) ) AND ( Risk Category is Low OR Eligibility Score > 80 ) ) AND KYC Verified is true ) AND PAN Verified is true ) AND Income Tax Verified is true ) AND Fraud Check Status is Passed ) AND Manager Approval is true ) AND Compliance Approval is true )"   } ]

Step 3 : Associate the query with a Related List on the record detail page of the Loan Applications module.