Deluge Integration: Create a Workflow Rule

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 a trigger event, you have to create a rule specific to your business need.

 Rules are where the trigger type for a service connection is defined. A call or SMS event that sets off a service connection is configured in the workflow rule. Conditions that narrow down the reports from a broader data set are also defined here, and these conditions are associated with functions to map the criteria. 

 

How to create a workflow rule for handling precise data?

  1. In Zoho Voice console, navigate to Settings in the left pane menu and click Workflow.

  2. In the Rules tab, click New Rule button to create a new rule.

  3. Under the Workflow Setup section, provide the Workflow Rule Name and Module type (Call/SMS) for which you want the workflow to be triggered.



  4. The Setup Conditions section is where the filters for the drill-down data are configured. Click Add Functions button to define the condition for the rule.

  5. Provide a relevant Condition Name.

  6. Filters are defined in Setup Criteria section. Based on the module type selected, the criteria parameters vary. For every criteria, you can choose a relevant comparator and values that match your business requirement.
    Match Level in each Criteria Group can be selected as ALL or ANY based on your requirement. Refer to this page to know more about the criteria.



  7. Once criteria is defined, you can map functions to the rule under Assign Function(s) section.
    Note: Only the functions matching the module type of the workflow rules are displayed under this field. You can assign a maximum of up to 5 functions to a rule.

  8. After assigning, click Save to create the rule.


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