Deluge Integration: About Workflow Rule

Deluge Integration: About Workflow Rule

Workflow configuration in Zoho Voice supports extended integration with any legitimate services available with the assistance of Deluge, Zoho's online scripting language.

 Rules define the trigger type for a service connection and configure the call or SMS event that initiates the connection in the workflow rule. Conditions narrowing down a broader data set are also defined here, that can be associated with functions. 





Configuring a condition in a workflow rule is two-fold: Setup Criteria and Assign Functions. Before proceeding further, you must select the module, Call or SMS. After selecting the module, clicking the Add Conditions button would open the following screen.




Setup Criteria

Criteria Group

Collection of criteria, comparators, and match level. Each group can have only a limited criteria based on the module type selected. Multiple criteria groups can exist for a workflow rule.

Match Level

All: When this option is selected, all criteria within the group must be met for the filter to be activated. This is equivalent to using the AND operator.

Any: When this option is selected, only one criterion needs to be met for the filter to be activated. This is equivalent to using the OR operator.

Criteria Comparators

Predefined parameters that help define the value for the criteria.

Assign Functions

Function select

Only functions matching the module type of the workflow rule can be selected.

 

 Note: One Rule can have multiple conditions associated with it. One condition can have up to five functions assigned.


In the Setup Criteria section of the Rule, you can create multiple Criteria Groups, each having their own Match Level option. Criteria Groups are connected with the OR condition (by default), meaning the workflow will trigger when any of the condition defined in one of the criteria groups matches.




Scenario: For a call module, when you want the workflow to be triggered only for Agent A, as well as for all the missed calls by some agents that include Agent A in the group, you can leverage multiple criteria groups. One group can be configured for agent-based criteria, while the other group can be configured for call-based criteria to ensure the workflow is triggered for either of the cases.

 

How Criteria Groups and Match Levels work?

  • Single Criterion: If there is only one criteria in the group, the match level does not affect the filtering process.

  • Multiple Criteria: When multiple criteria exist, the match level determines how these criteria are combined:

    • All: All criteria must be true for the filter to be activated.

    • Any: At least one criteria must be true for the filter to be activated.


Example  

Scenario: You have a criteria group with three criteria:

  • Caller ID: Matches the number "1234567890"

  • Call Duration: Greater than 5 minutes

  • Call Time: Between 9 AM and 5 PM

 

Match Level: All If a call meets all three criteria (Caller ID, Duration, and Time), it will be included in the filter results.

Match Level: Any If a call meets any one of the criteria (Caller ID, Duration, or Time), it will be included in the filter results.


 Note: Once a function is assigned, changing the module type of the rule removes the conditions assigned to the rule, thereby removing the functions associated with the condition. 

 

A rule can be deleted or edited. After creating it, the default status of the rule will be active. Disabling a rule will keep the rule inactive and will not be deleted.


        Create. Review. Publish.

        Write, edit, collaborate on, and publish documents to different content management platforms.

        Get Started Now


          Access your files securely from anywhere

            Zoho CRM Training Programs

            Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

            Zoho CRM Training
              Redefine the way you work
              with Zoho Workplace

                Zoho DataPrep Personalized Demo

                If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

                Zoho CRM Training

                  Create, share, and deliver

                  beautiful slides from anywhere.

                  Get Started Now


                    Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                    BOOK A SESSION







                                Quick LinksWorkflow AutomationData Collection
                                Web FormsEnterpriseOnline Data Collection Tool
                                Embeddable FormsBankingBegin Data Collection
                                Interactive FormsWorkplaceData Collection App
                                CRM FormsCustomer ServiceAccessible Forms
                                Digital FormsMarketingForms for Small Business
                                HTML FormsEducationForms for Enterprise
                                Contact FormsE-commerceForms for any business
                                Lead Generation FormsHealthcareForms for Startups
                                Wordpress FormsCustomer onboardingForms for Small Business
                                No Code FormsConstructionRSVP tool for holidays
                                Free FormsTravelFeatures for Order Forms
                                Prefill FormsNon-Profit

                                Intake FormsLegal
                                Mobile App
                                Form DesignerHR
                                Mobile Forms
                                Card FormsFoodOffline Forms
                                Assign FormsPhotographyMobile Forms Features
                                Translate FormsReal EstateKiosk in Mobile Forms
                                Electronic Forms
                                Drag & drop form builder

                                Notification Emails for FormsAlternativesSecurity & Compliance
                                Holiday FormsGoogle Forms alternative GDPR
                                Form to PDFJotform alternativeHIPAA Forms
                                Email FormsFormstack alternativeEncrypted Forms

                                Wufoo alternativeSecure Forms

                                TypeformWCAG

                                  Zoho FSM Video Tutorials


                                        All-in-one knowledge management and training platform for your employees and customers.

                                                  Create. Review. Publish.

                                                  Write, edit, collaborate on, and publish documents to different content management platforms.

                                                  Get Started Now




                                                                    You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                                        Manage your brands on social media


                                                                          • Desk Community Learning Series


                                                                          • Digest


                                                                          • Functions


                                                                          • Meetups


                                                                          • Kbase


                                                                          • Resources


                                                                          • Glossary


                                                                          • Desk Marketplace


                                                                          • MVP Corner


                                                                          • Word of the Day


                                                                          • Ask the Experts


                                                                            Zoho Sheet Resources

                                                                             

                                                                                Zoho Forms Resources


                                                                                  Secure your business
                                                                                  communication with Zoho Mail


                                                                                  Mail on the move with
                                                                                  Zoho Mail mobile application

                                                                                    Stay on top of your schedule
                                                                                    at all times


                                                                                    Carry your calendar with you
                                                                                    Anytime, anywhere




                                                                                          Zoho Sign Resources

                                                                                            Sign, Paperless!

                                                                                            Sign and send business documents on the go!

                                                                                            Get Started Now




                                                                                                    Zoho TeamInbox Resources





                                                                                                              Zoho DataPrep Demo

                                                                                                              Get a personalized demo or POC

                                                                                                              REGISTER NOW


                                                                                                                Design. Discuss. Deliver.

                                                                                                                Create visually engaging stories with Zoho Show.

                                                                                                                Get Started Now








                                                                                                                                    • Related Articles

                                                                                                                                    • Deluge Integration: Create a Workflow Rule

                                                                                                                                      Deluge integration with Zoho Voice is used to extend the integration scope of the telephony capabilities beyond Zoho applications catering to accommodate a wider business requirement. However, to be precise with the data set that is posted/called for ...
                                                                                                                                    • User Guide for Deluge Integration with Zoho Voice

                                                                                                                                      Integrations with Zoho Voice can be processed by native and telephony integration. Native integration posts Voice call logs to Zoho CRM, Bigin, Desk, Recruit, and ServiceDesk Plus. Telephony integration (via Phonebridge) is used to leverage Zoho ...
                                                                                                                                    • Deluge Integration: Create a Function

                                                                                                                                      Deluge's integration with Zoho Voice aims to expand the integration of telephony capabilities beyond Zoho applications to meet broader business needs. However, to define the functionality of the service connected with Voice, you need to configure ...
                                                                                                                                    • Deluge Integration: About Connections

                                                                                                                                      The Connections area allows you to link Zoho Voice with your desired services, both Zoho and non-Zoho. You can choose from pre-defined Default Services or create your own Custom Services. What is Zoho Deluge Connections? Zoho Deluge Connections ...
                                                                                                                                    • Deluge integration: About Functions

                                                                                                                                      Functions are the building blocks of Deluge scripts that define the specific actions and behaviors of your Zoho Voice connections. They allow you to customize how your connected services interact with Zoho Voice. You can create your own functions or ...
                                                                                                                                      Wherever you are is as good as
                                                                                                                                      your workplace

                                                                                                                                        Resources

                                                                                                                                        Videos

                                                                                                                                        Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                                        eBooks

                                                                                                                                        Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                                        Webinars

                                                                                                                                        Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                                        CRM Tips

                                                                                                                                        Make the most of Zoho CRM with these useful tips.



                                                                                                                                          Zoho Show Resources