Sales Signal
Custom Sales Signals in Vertical Studio are real-time notifications designed to help the subscribers of your application stay updated about their important customer interactions and activities. It enables you to seamlessly connect your applications with third-party applications, allowing notifications to flow into your application.
The support can be significantly useful in the following scenarios:
Notify sales reps when a high-priority lead visits the pricing page of a website.
Alert support teams when a new ticket is raised in an integrated help desk application.
Inform account managers when a key customer’s subscription is about to expire.
Defining a Signal
The first step is to create a Signal in the developer console of the Vertical Studio.
Log into your application and navigate to Build > Automate > Signals on your left menu.
In the Signals configuration page, click Define Signal.
Provide the following details to define the Signal.
Signal Name - Name of your custom sales signal.
Namespace - The unique namespace that is used to address the signal in any custom function.
Icon - Favicon that will be shown along with the notification in your application.
- Click Save.
Raising a Signal
Raising a signal involves generating notifications about important events or actions. Raising signals can be categorized into two types:
Signals for Actions Within the Vertical Application: These are triggered by events of activities or workflows occurring within the application itself.
Signals from Third-Party Applications: These are generated by external systems and integrated into the vertical application as notifications.
Events within the Vertical Application
To raise a signal for events within the application, you can create and run a Deluge function.
resp = zoho.crm.getRecords("Deals"); for each usersVal in resp { id = usersVal.get("id"); time = (usersVal.get("Modified_Time")).toTime(); stage = usersVal.get("Stage"); NumberofDaysinQualification = 10; NumberofDays = days360(time,zoho.currentdate); if ((stage == "Qualification") && (NumberofDays.toLong() > NumberofDaysinQualification)) { flag = 1; } if (flag == 1) { signalMap = map(); signalMap.put("signal_namespace", "<signal_namespace>"); signalMap.put("email", "<email_present_in_either_lead's_or_contact's_record>"); signalMap.put("subject", "Alert for Deal Stuck in Quialification Stage"); signalMap.put("message", "Your Deal is Stuck. Please look into it. Thanks !"); actionsList = List(); actionMap = map(); actionMap.put("type", "link"); actionMap.put("display_name", "View Potential"); actionMap.put("url", "/crm/EntityInfo.do?module=Potentials&id=" + id); actionsList.add(actionMap); signalMap.put("actions", actionsList); result = zoho.crm.invokeConnector("raisesignal", signalMap); info result; } } |
Events from Third-party Applications
Integrating your application with third-party applications requires timely updates about changes or events occurring in the third-party service. This can be accomplished by setting-up custom signals.
To raise a signal from the third-party application,
1. Create a Stand-Alone Function: Define a stand-alone function in the developer console (Build > Automate > Functions) and enable it to be invoked via REST API.
2. Provide the REST API URL: Share the function’s REST API URL with the third-party application.
Configure the third-party application to post notifications to the provided REST API URL.
3. Process Notifications: The stand-alone function should process the posted notifications and list them as signals in the subscriber’s organization.
survey_id=input.requestParamMap.get("survey_id"); response_id=input.requestContentStr.getJSON("object_id"); map={ "survey_id" : survey_id, "response_id" : response_id }; response = zoho.crm.invokeConnector(("surveymonkey.surveymonkeyconnector.getsurveyresponsedetails"),map); responseObj=response.toString().getJSON("response"); EMAIL=responseObj.getJSON("metadata").getJSON("contact").getJSON("email").getJSON("value"); SUBJECT="Survey Monkey Responded"; MESSAGE="Response from survey monkey"; DETAIL_VIEW_LINK_NAME="View Survey Response"; DETAIL_VIEW_LINK_URL=responseObj.getJSON("analyze_url"); map={ "email" : EMAIL, "subject" : SUBJECT, "message" : MESSAGE, "preview_link_name" : DETAIL_VIEW_LINK_NAME, "preview_link_url" : DETAIL_VIEW_LINK_URL }; return map.toString(); |
Packaged Signals
Packaged Signals are configured in the developer console and deployed to subscriber organizations during signup or through upgrades. Any Signal that is configured in the developer console will be included in the next version of the application.
To know more about packaging, please refer to our guide on Components Packaging in Zoho Vertical Studio.
The following table explains the upgrade behavior of an existing packaged signal that is already deployed in the subscriber's organization.
Property | Upgrade Type | Modify Access |
Signal Name | Upgradable | Developer Only |
Namespace | Non-Upgradable | Non-Editable |
Favicon | Upgradable | Developer Only |
Function Code | Upgradable | Developer Only |
Changes and Impacts
When a packaged Signal is modified, published, and pushed as an upgrade to the subscribers' accounts, the impacts to the associated notification flow in the subscriber organization are explained below.
1. Editing a Signal
- Changing the signal name or favicon alters how the notification appears in the subscriber's organization interface.
Updating the function code can impact the details of the notifications displayed in the subscriber's organization.
2. Deleting a Signal
Caution! Deleting a Signal is a destructive change. It can have lasting effects on your subscriber data and configurations. Please consider the consequences carefully before proceeding, and only move forward if absolutely necessary.
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