[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM

[Early Access] Circuits in Zoho CRM- Orchestrate Functions in Zoho CRM


Early Access
Resources
Feature availability 
Currently supported for CRM accounts in US Data Centers
Editions
CRM Enterprise & Ultimate, CRMPlus, Zoho One
Default credits added
15,000/Month - Enterprise | 20,000/Month - Ultimate
Usability
For Workflows, Blueprints, and Custom Buttons

Customers often need a way to extend their CRM functionality through various means. Functions, a simple way to write code, can define business logic on top of the CRM offerings.

Often, functions become bloated as the business needs grow. Invariably, they become big monolithic blocks of code. Their maintenance, re-use, debugging, etc., become a challenge.

Moreover, when you want to offload the series of operations to be orchestrated by functions, based on various business scenarios, customer touch points, or any third party application’s status, etc., it becomes even more cumbersome to make the functions work.
This is where Circuits in Zoho CRM come in very handy. Through Circuits, you can orchestrate the business flow through functions asynchronously offloaded from the CRM layer, still meaningfully hooked into the salesforce automation. It offers a great platform to write a typical step-function with easy using drag-and-drop(DIY builder) interface, adding great value to the business users.

Circuits offer a cascading structure to different states in a business process, allowing you to write functions that each individually feed their output into the next one, or any other one you pre-define. Not just that, it allows you to reroute, park for a certain period, or feed it in batches to enable just about any sort of action. 

Circuits offer the following benefits that allow developers to focus more on business logic:
  • Low-code - Create a circuit effortlessly with the visual drag-and-drop interface, which makes it easier for the users with minimum coding knowledge.
  • Developer-friendly - Circuits help you manage parallel processes, service integrations, spot failures, retry, and view logs, within minutes. Developers can focus on the business logic and not worry about these factors.
  • Orchestrate CRM Functions - Use various CRM functions on your circuit to integrate multiple third-party apps and Zoho CRM, seamlessly. Write functions once, and orchestrate them in circuits to solve different business needs.
  • Automate IT and business processes within CRM - Create a circuit, associate it to a workflow, blueprint, or button, and automate your entire business process. With high availability, scalability, and fault tolerance, circuits ensure the performance of your workflow remains consistent even with changing states and an increase in frequency.

Sample business scenario

To put it in action, let's talk about payment processes, that are a part of most business processes. Say for your business process, once a deal is won, you'd like to send a payment link to said deal, and then generate an invoice on successful payment. If the payment is unsuccessful, the link is re-sent. 

Here, we're building a circuit with two functions, in the order as mentioned below, and with the output of the former feeding into the consecutive function

A function that parses the details of the deal record, fetches the email ID, fetches the right payment URL and sends it to the deal.
A function that checks the payment status and updates the corresponding fields in CRM and generates an invoice on successful payment or resends the payment link to the deal upon payment failure.

So, let's understand why circuits are necessary in this business scenario. 
  • The order of orchestration - While CRM offers the option to write individual functions, as and when necessary for custom actions and workflows let you automatically execute them, Circuits goes one step further and streamlines the flow of your functions' logic, and simultaneously performs error handling. This ability to pick the order and states of your functions lets you pull in different third-party or external services to address minute use-cases. 
  • A single, editable space - A flow diagram that uses states and flows that include everything from functions to trigger record movement, using wait or parallel actions as others simultaneously occur, to record states that give you the record details. This not only gives you a bird's eye view of all that's configured in your circuit, but also, allows you to pinpoint issues, modify or reorganize it. 
  • Diagnose errors and view audit logs - A detailed log of each execution provides the status of each state's task execution, the payload and parameters passed, and the responses and exceptions generated.
  • Use Existing Functions - From picking functions you've already tried, tested, and are up and running in your CRM account, to using a circuit within another circuit, this flexibility opens up possibilities of handling so much of your out-of-the box requirements in a single space.

The flow of action here: 



Other examples of actions that can be performed with Circuits: 
- Generate reports automatically, track inventory, fulfil orders and track them, and generate receipts.
- Trigger a circuit when a deal is won, update the deal's details in a sheet, calculate the commission based on the revenue, and update the details back in CRM.
- Manage users, send custom push notifications based on specific conditions, and manage user-generated files in applications, automatically.

Once enabled for your account, Circuits will be available under: 
Setup > Developer Space > Circuits

Learn more about the components of Circuits and how you can make the most of it in the help documentation. Once we enable early-access to Circuits for your account, we'll send out an email confirming the same. 

Cheers!
Shylaja



      Zoho Campaigns Resources


        • Desk Community Learning Series


        • Digest


        • Functions


        • Meetups


        • Kbase


        • Resources


        • Glossary


        • Desk Marketplace


        • MVP Corner


        • Word of the Day


        • Ask the Experts


          Zoho CRM Plus Resources

            Zoho Books Resources


              Zoho Subscriptions Resources

                Zoho Projects Resources


                  Zoho Sprints Resources


                    Zoho Orchestly Resources


                      Zoho Creator Resources


                        Zoho WorkDrive Resources



                          Zoho CRM Resources

                          • CRM Community Learning Series

                            CRM Community Learning Series


                          • Tips

                            Tips

                          • Functions

                            Functions

                          • Meetups

                            Meetups

                          • Kbase

                            Kbase

                          • Resources

                            Resources

                          • Digest

                            Digest

                          • CRM Marketplace

                            CRM Marketplace

                          • MVP Corner

                            MVP Corner




                            Zoho Writer Writer

                            Get Started. Write Away!

                            Writer is a powerful online word processor, designed for collaborative work.

                              Zoho CRM コンテンツ



                                ご検討中の方

                                  • Recent Topics

                                  • Employment Contract / HRMS Documents - Zoho People

                                    How do I create customized HR documents for disbursal from Zoho People ? Example, say offer letters ? appointment letters ? Memos ? We want to be able to preset these in one or ther other form and issue them to employees who are in Zoho People.
                                  • Live webinar: Craft and deliver impactful slides with Show’s desktop apps

                                    If you love the comfort of working on your desktop and want a setup that keeps you focused and uninterrupted, this session is made for you. We’re excited to invite you to our upcoming live webinar: "Craft and deliver impactful slides with Show's desktop
                                  • Enhancements to Bigin's forms

                                    Greetings, I hope all of you are doing well. We're happy to announce a few recent enhancements we've made to Bigin's forms. We'll go over each one in detail. Merge field support in auto-filled forms The auto-fill option in Bigin's forms lets you predefine
                                  • Table dimensions

                                    I try changing the dimensions of the table on my computer but it doesn't change. Do I have to be a premium member or does it only work on the app?
                                  • Direct link to Record Summary

                                    Hi everyone, In one of my reports, I have built a Record Summary template to display the details of one record. I would like to be able to link directly to this Record Summary once I submit a new record, without having to go to the list of records first and click on View. Is there a possibility to do so ?  Should I use the URL by passing some parameters ? Thank you very much for your help ! Guillaume
                                  • Amendment effective date

                                    Hi everyone, I noticed that the amendment effective date mentionned in my amendment is not right. Indeed, when a contract is amended several times, it states the previous amendment and their effective date. However, the effective date stated is always
                                  • Show both Vendor and Customers in contact statement

                                    Dear Sir, some companies like us working with companies as Vendor and Customers too !!! it mean we send invoice and also receive bill from them , so we need our all amount in one place , but in contact statement , is separate it as Vendor and Customer, 
                                  • STOCK history in zohosheets

                                    is it possible to get historical stock value using stock function in zoho sheets? i could not see from and to period in the helper document.
                                  • Auto sync Photo storage

                                    Hello I am new to Zoho Workdrive and was wondering if the is a way of automatically syncing photos on my Android phone to my workdrive as want to move away from Google? Thanks
                                  • Agent password reset

                                    Hi Zoho support, I would like to ask if there is a way the admin can reset a password of an agent? Regards
                                  • Can receive but not send messages in Zoho Mail

                                    Hello! I was able to configure my email client successfully in that I can receive messages just fine. However, when I send messages out, they seem to go out fine (I don't receive any errors or anything), but the recipient does NOT receive those messages.
                                  • Mail is sent twice!

                                    Been using Zoho for a while now. Installed Zoho for someone else and some weird things are happening. Mails are being sent twice. He is using Thunderbird as an email client. I already read about email being duplicated in the sent folder. But in my case
                                  • Can't login IMAP suddenly

                                    Since this evening I'm getting the error: You are yet to enable IMAP for your account. Please contact your administrator... IMAP always been enabled in my account and was workign fine for the past 7 years. Already tried turning IMAP off and on again.
                                  • Sending of username did not succeed: Mail server pop.zoho.com responded: User already specified

                                    I am having issues receiving emails from Zoho in Thunderbird. I am getting the above error. The first error tells me Authentication failed, and prompts me to enter in my password. Then I get the above error. I can receive emails when I log in online to
                                  • Bug tracking

                                    Hi, does anyone know how to track errors during picking or packing? This way I can keep track and see how to improve and prevent errors in this area.
                                  • Migration of corporate mail environment from Yandex 360 to Zoho mail

                                    I have to migrate a corporate mail environment with an existing domain from Yandex 360 to Zoho mail. It is vital to migrate all users with all the data. I have read the article on this topic using MacMister Email Backup Software just now and have some
                                  • I'm unable to send mail pthrough Zoho SMTP programmatically

                                    This has been working for years, but today it's been offline all day long. I see nothing anywhere on your site about this. I'm not the only one experiencing this. Downdetector has a spike of reports today
                                  • Can no longer send email via Django site

                                    This was working fine as of 11/7/25. Now I am unable to send user verification emails from a Django site on a AWS lightsail sever. When a user attempts to register the following error occurs. I have also attempted to send a test email via the shell and
                                  • unable to send email but able to receive email

                                    my email address is info@securityforceservices.ca
                                  • Login to server failing

                                    When trying to retrieve my mail, I am getting this error message -- Login to server pop.zoho.com with username (my email address) failed. It gives me the option to retry, enter password, or cancel. Then I get this message -- Sending of username did not
                                  • Configuration failed: 200 response not received for POST request.

                                    Hello, I am trying to set up a webhook to connect with an Salesforce but I receive the following error from Zoho: Configuration failed: 200 response not received for POST request I have tried testing it on webhook.site as well and receive the same error
                                  • Zoho Migration Assistant not working

                                    Hello, I am trying to use you Migration assistant to migrate emails from Rediff to Zoho. I am stuck in the first step. After downloading the migration tool, I copied the link to verify user credentials, however, after pasting the link in the browser,
                                  • Contacts Missing — PeopleSync/Zoho Mail

                                    English: In our company we use ManageEngine Mobile Device Manager (MDM), Free edition, to manage corporate mobile devices. Our usage policy does not allow personal Google accounts on these devices; therefore, Google account sync is blocked through MDM.
                                  • Best way to integrate Zoho with mobile app for managing customer requests with real-time notifications?

                                    Hello, I'm building a solution for a travel company where customers submit requests through a website, and the sales team manages these requests through a mobile app. The Requirement: Customers fill a form on the website (name, email, number of children,
                                  • Kaizen #57 - Mass Update API in Zoho CRM

                                    Hello everyone! Welcome back to yet another post in the Kaizen series. This week, we will discuss the Mass Update API in Zoho CRM. In this post, we will cover the following: 1. Introduction 2. Mass Update Records API  3. Schedule Update and Get Status
                                  • Getting Attachments in Zoho Desk via API

                                    Is there a way to get attachments into Zoho Desk via an API?      We have a process by which a zoho survey gets sent to the user as a link in a notification.    The survey has several upload fields where they can upload pdf documents.    I've created
                                  • Pincode based Product Restriction

                                    we have different types of products. 1) Very bulky items like plywood. 2) Too delicate items like glass These type of products we want to sell to local customers. Other products we want to supply all over India. There should be an option to restrict products
                                  • Related Lists filter

                                    I have Contacts showing in our Accounts module. I customized the Contacts module with an Employment Status field, with the following picklist options: "Primary Contact", "Secondary Contact", "Active Staff(not a main contact)", and "No longer employed".
                                  • Standalone custom function not generating logs

                                    Why dont't standalone custom functions generate logs when the're called from another function? I have some functions (workflow, buttons and blueprint) that have common parts, so I put that part in a standalone function which is called from the others.
                                  • Add "Reset MFA" Option for Zoho Creator Client Portal Users

                                    Hello Zoho Creator Team, We hope you are doing well. We would like to request an important enhancement related to Multi-Factor Authentication (MFA) for client portal users in Zoho Creator. Currently, Creator allows us to enforce MFA for portal users,
                                  • Urgent Security Feature Request – Add MFA to Zoho Projects Client Portal Hello Zoho Projects Team,

                                    Hello Zoho Projects Team, We hope you are doing well. We would like to submit an urgent security enhancement request regarding the Zoho Projects Client Portal. At this time, as far as we are aware, there is no Multi-Factor Authentication (MFA) available
                                  • Creator HTML page refresh

                                    Hi, I have added around 5 different html snippets in single creator page. I understand, I can refresh the entire page from page script using Navigational URLs https://help.zoho.com/portal/en/kb/creator/developer-guide/others/url-patterns/articles/navigational-urls
                                  • Zoho Desk - Custom Module Related List Columns on Tickets

                                    I have a custom module in Zoho Desk called Asana Tasks, each task has a lookup to a Ticket. On the Ticket I want to see the columns of the Asana Tasks in the related list . Is there a way to do this? Right now it just has the name of the record and I
                                  • What is your opinion of the new UI?

                                    Hi Everyone, I would like to see what everyone thinks of the new Zoho One Dashboard. I don't get it, but perhaps I'm missing something. What are your thoughts?
                                  • What are the OAuth scopes needed to access the Zoho MCP server?

                                    I think I'm authenticating with the MCP server endpoint successfully using a bearer token but I can't successfully initialize an MCP session. I'm using the official MCP Python sdk (https://github.com/modelcontextprotocol/python-sdk). I get as far as here
                                  • "Temporary Error" in Zoho CRM Data Source sync

                                    I edited my setup for the Zoho CRM to Zoho Analytics Data Source Import configuration to add some new fields. After I saved the changes, I clicked the (Sync Now) link. After a few minutes I got a Sync failure error. The only reason given is "A temporary
                                  • cant upload images in signature- urgent help needed. ta!

                                    HI, I have been trying to insert the company logo in the signature. i have tried it several times since yesterday, the longest I waited was 1 hour and 12 minutes for the pop up window to upload a 180 KB .jpg file. what am i doing wrong..  an urgent reply will be appreciated,  Ta
                                  • Account blocked for IMAP use

                                    Hello, My email client (Evolution) can't sync mail anymore. It gives the error: "Your account is temporarily blocked for IMAP use. This may happen if you exceed the maximum number of simultaneous IMAP connections allowed. Kindly try again after some time."
                                  • Is SMTP included in the free plan?

                                    My client has a Zoho Mail Free 14 day trial that ends tomorrow. She has set up a domain email address with SMTP on a third party app and is wondering if it will continue working once her plan downgrades to the free forever plan. Thanks
                                  • Zoho mail issue.

                                    I have verified my domain ohhoexpress.online by adding necessary TXT and MX records. But when I am sending email to any external email id, it is showing as zohomail.com. Also while I am sending mail to internal mail id, it is saying user not found whereas
                                  • Next Page