My business case
As a penetration testing company, we have engagements that
need to follow a set path, from “to be scheduled” to “assigned to tester” to “regulatory
documents sent” to “testing in progress” to “report delivered”. On this path, a
particular stage will initiate a series of documents to be generated and saved
to file. Before these documents can be sent to the customer, we need (regulatory
requirement) to have the technical director review them and approve them
to send to the customer.
What we have setup in ZOHO
The
engagements are in a CRM custom module called “Tests”
“Tests”
are in a blueprint call “Tests – Scheduling”
The
transition called “Assigned to Tester” uses the After custom action to use
a function that calls a Zoho Flow webhook.
FLOW
generates the Test Plan and Statement of Work documents by calling the WRITER “merge
and store” module for the respective Org Templates.
The
documents are stored in WORKDRIVE.
Now I need to have our Tech Director review and approve the documents so I can send them to the customer.
Things I have tried that don’t work
Zoho Writer – using the automation action “Merge &
send for approval” - Zoho Support has
confirmed that this method IS NOT supported via API or deluge calls therefore
not a solution.
Zoho CRM – using the Approval process – Zoho support
has confirmed that Approvals are not supported while a record is in a
blueprint therefore not a solution.
Things I haven’t tried
Zoho Workdrive – using the new feature "Workflows" – Zoho support
have confirmed I don’t have this feature yet and don’t know when I will receive
it.
Please please please, does anyone know how we achieve this fairly straightforward requirement?