Kaizen 213 - Workflow APIs - Part 1

Kaizen 213 - Workflow APIs - Part 1


Welcome to another week of Kaizen!

If you have ever managed complex business processes, you know that Workflows are the quiet backbone of any well-run business process. They keep things moving; assigning owners, sending alerts, keeping deals on track, and much more. But until now, you could not manage them via APIs. That changes with the release of Workflow APIs.

In this series, we will work through a real-world scenario together, showing you how to transition from manually managing workflows to governing them using APIs. We’ll look at Zylker Cloud Services, an IT solutions provider trying to bring order to its growing CRM automations.

The use case: Scaling the sales process at Zylker Cloud Services 

Zylker’s sales process touches multiple teams and modules like Leads, Deals, Calls, Appointments, etc. Over time, different team members created their own workflows. The result is familiar to anyone who has scaled fast:

  • Multiple versions of what should be the same process

  • Old, unused workflows still running.

Now, Zylker wants to bring structure and visibility to this automation sprawl. Their system administrators are building a custom admin dashboard to monitor and manage CRM workflows, without needing deep CRM expertise.

They want to:

  • Display a real-time list of all workflows with their status

  • Gain insights into workflow distribution across modules

  • Identify inactive or outdated workflows that may need cleanup.

However, the CRM UI only allows viewing one workflow at a time. There is no consolidated view to see all workflows, their triggers, and their status across modules. That makes auditing and governance tedious and error-prone, especially at scale.

This is exactly what the Workflow APIs solve. With this, they can:

  • Audit all existing workflows.

  • Review how and when they trigger.

  • Identify which modules and actions are supported before creating new rules or updating existing ones.

  • Update existing rules and create new rules.

  • Delete the rules that are no longer needed.

You can not build a dynamic admin dashboard or an automated audit system for Workflows through just clicks. But you can do this now, with Workflow APIs.

STEP 1: Discover and audit existing workflows

Before changing anything, we need to understand what we are working with. How many workflows do we have? What do they do? How many more can we create?

To get a complete inventory of Workflow rules, we can use the GET Workflow Rules API. This API returns a list of all the Workflow Rules configured for the CRM account.

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules

This initial audit acts like a master list, giving us an overall picture. It helps understand the scope of the automation landscape and identify obvious redundancies, like multiple workflows with similar names or purposes.

Sample Response:

{

    "workflow_rules": [

        {

            "created_time": "2024-01-15T14:20:30+05:30",

            "execute_when": {

                "details": {

                    "trigger_module": {

                        "api_name": "Deals",

                        "id": "4876876000000002181"

                    },

                    "repeat": false

                },

                "type": "create_or_edit"

            },

            "editable": true,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "deprecated": false,

            "deletable": true,

            "description": "Alert VP of Sales for high-value opportunities",

            "source": "crm",

            "created_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "last_executed_time": null,

            "modified_time": "2024-01-23T12:23:12+05:30",

            "name": "VP Alert - High Value Deal",

            "modified_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "lock": {

                "locked_by": null,

                "message": null,

                "status": false

            },

            "id": "4876876000016390024",

            "category": "default",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions": [

                            {

                                "related_details": null,

                                "name": "VP notified",

                                "details": {

                                    "module": {

                                        "api_name": "Deals",

                                        "id": "4876876000000002181"

                                    }

                                },

                                "id": "4876876000016390063",

                                "type": "field_updates"

                            },

                            {

                                "related_details": {

                                    "best_time": true

                                },

                                "name": "High value deal alert",

                                "id": "4876876000016390015",

                                "type": "email_notifications"

                            }

                        ]

                    },

                    "scheduled_actions": [

                        {

                            "execute_after": {

                                "period": "business_days",

                                "unit": 1

                            },

                            "id": "4876876000016390074",

                            "actions": [

                                {

                                    "related_details": null,

                                    "name": "Confirm VP follow-up",

                                    "id": "4876876000016390067",

                                    "type": "tasks"

                                }

                            ]

                        }

                    ],

                    "criteria_details": {

                        "relational_criteria": {

                            "module_selection": null,

                            "criteria": null,

                            "module": null

                        },

                        "criteria": {

                            "group_operator": "AND",

                            "group": [

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Amount",

                                        "id": "4876876000000002557"

                                    },

                                    "type": "value",

                                    "value": "50000"

                                },

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Stage",

                                        "id": "4876876000000002565"

                                    },

                                    "type": "value",

                                    "value": "Negotiation/Review"

                                }

                            ]

                        }

                    },

                    "id": "4876876000016390025"

                }

            ],

            "status": {

                "active": true

            }

        },

        {

            "id": "4876876000012015001",

            "name": "Lead Assignment - North Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T11:56:20+05:30"

            // ... other keys omitted for brevity

        },

        {

            "id": "4876876000012020001",

            "name": "Lead Assignment - South Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T10:30:15+05:30"

            // ... other keys omitted for brevity

        }

        // ... additional workflows

    ],

    "info": {

        "per_page": 200,

        "count": 71,

        "page": 1,

        "more_records": false

    }

}


The response gives us a comprehensive overview of all configured workflows. For each rule, we get the metadata including its unique ID, name, description, the module it operates on, its activation status, and details about when it triggers. We also get audit information like creation timestamps and which user made changes.

Working with large results

When you have hundreds of workflows, pagination helps. The response includes an info object with pagination details:

  • count: The number of workflows on the current page

  • per_page: The maximum number of records per page (default and max is 200)

  • page: The current page number

  • more_records: Indicates if there are additional records to fetch.

If the more_records key is true, we can retrieve the next page by using the page parameter in the request.

While getting all workflows gives you the big picture, we may often want to focus on specific areas. This API offers several parameters to narrow down our search:

Parameter type

Description

module
string

Filters workflows by the primary module they operate on.

trigger_module
string

Filters by related modules that can trigger workflows. Use this when you want workflows that are triggered by changes in related records.
Note: Requires the module parameter.
For example: module=Leads&trigger_module=Notes - Get lead workflows triggered by note activities

execute_on
string

Filters by the specific action that triggers the workflow.
Note: Requires the module parameter.

status_active
Boolean

Filters by activation status to see only active or inactive workflows. Useful for audits and cleanup operations.

filter
string

Searches workflows by name using a JSON filter.
Note: The value of this parameter must be URL-encoded.

page
integer

Specifies which page of results to return. Use this for pagination when you have a large number of workflows.

per_page
integer

Limits the number of workflows returned per page. The default and maximum value is 200.

sort_by
string

Sorts the workflows based on a specific field. The only supported value is modified_time.

sort_order
string

Sorts the workflows in ascending (asc) or descending (desc) order.

include_inner_details
string

Includes the inner details like conditions and actions of the workflows in the response.
Note: Requires the module parameter.

 

For example, to find all active lead workflows containing "Assignment" in their name, use:

https://www.zohoapis.com/crm/v8/settings/automation/workflow_rules?module=Leads&status_active=true&filter={"field":{"api_name":"name"},"comparator":"contains","value":"Assignment"}

 

Here is the API-call-ready version of the same, after URL encoding the filter value:


Now, if you inspect the response closely, you can see that we have two similar workflows: "Lead Assignment - North Region" and "Lead Assignment - South Region." And there is also an older workflow named "VP Alert - High Value Deal."

This workflow was created almost a year ago by a former team member, and it has not been modified for a long time. Is it still relevant? What exactly does it do? What criteria define a "high-value deal," and who exactly gets notified?

To answer these questions and understand the workflow's complete logic, we must examine it closely using the Get a Workflow API. This API returns the full configuration including all conditions, criteria thresholds, and specific actions for an individual workflow.

STEP 2: Inspect a single workflow using Get a Workflow API

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/4876876000016390024

Here, 4876876000016390024 is the unique ID of the Workflow rule whose details we want to fetch, obtained from the response of Get all Workflows API.

Sample Response:

{

    "workflow_rules": [

        {

            "created_time": "2024-01-15T14:20:30+05:30",

            "execute_when": {

                "details": {

                    "trigger_module": {

                        "api_name": "Deals",

                        "id": "4876876000000002181"

                    },

                    "repeat": false

                },

                "type": "create_or_edit"

            },

            "editable": true,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "deprecated": false,

            "deletable": true,

            "description": "Alert VP of Sales for high-value opportunities",

            "source": "crm",

            "created_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "last_executed_time": null,

            "modified_time": "2024-01-23T12:23:12+05:30",

            "name": "VP Alert - High Value Deal",

            "modified_by": {

                "name": "Matthew Mayers",

                "id": "4876876000001360001"

            },

            "lock": {

                "locked_by": null,

                "message": null,

                "status": false

            },

            "id": "4876876000016390024",

            "category": "default",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions": [

                            {

                                "related_details": null,

                                "name": "VP notified",

                                "details": {

                                    "module": {

                                        "api_name": "Deals",

                                        "id": "4876876000000002181"

                                    }

                                },

                                "id": "4876876000016390063",

                                "type": "field_updates"

                            },

                            {

                                "related_details": {

                                    "best_time": true

                                },

                                "name": "High value deal alert",

                                "id": "4876876000016390015",

                                "type": "email_notifications"

                            }

                        ]

                    },

                    "scheduled_actions": [

                        {

                            "execute_after": {

                                "period": "business_days",

                                "unit": 1

                            },

                            "id": "4876876000016390074",

                            "actions": [

                                {

                                    "related_details": null,

                                    "name": "Confirm VP follow-up",

                                    "id": "4876876000016390067",

                                    "type": "tasks"

                                }

                            ]

                        }

                    ],

                    "criteria_details": {

                        "relational_criteria": {

                            "module_selection": null,

                            "criteria": null,

                            "module": null

                        },

                        "criteria": {

                            "group_operator": "AND",

                            "group": [

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Amount",

                                        "id": "4876876000000002557"

                                    },

                                    "type": "value",

                                    "value": "50000"

                                },

                                {

                                    "comparator": "equal",

                                    "field": {

                                        "api_name": "Stage",

                                        "id": "4876876000000002565"

                                    },

                                    "type": "value",

                                    "value": "Negotiation/Review"

                                }

                            ]

                        }

                    },

                    "id": "4876876000016390025"

                }

            ],

            "status": {

                "active": true

            }

        },

        {

            "id": "4876876000012015001",

            "name": "Lead Assignment - North Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T11:56:20+05:30"

            // ... other keys omitted for brevity

        },

        {

            "id": "4876876000012020001",

            "name": "Lead Assignment - South Region",

            "module": {"api_name": "Leads"},

            "status": {"active": true},

            "execute_when": {"type": "create"},

            "last_executed_time": "2025-10-14T10:30:15+05:30"

            // ... other keys omitted for brevity

        }

        // ... additional workflows ...

    ],

    "info": {

        "per_page": 200,

        "count": 71,

        "page": 1,

        "more_records": false

    }

}

 

The detailed response gives us a complete blueprint of the workflow. We can now see the exact business logic: the workflow triggers when deals are edited and meet two specific conditions; when the amount equals exactly $50,000 AND the stage is Negotiation/Review.

More importantly, we can see all the actions that execute: an immediate field update to mark deals as "VP notified," an email notification sent at the optimal time, and a follow-up task scheduled for one business day later. Here's what is really interesting about this detail; this workflow has never actually executed, despite being active for nearly a year, because the last_executed_time is null in the response.

Now we are left with some important questions. Is that $50,000 threshold too narrow? What if a $49,000 deal is just as important? And is the VP still the right person to alert? Are there additional stakeholders who should be notified beyond just the VP? These are the type of questions you can start answering once you inspect your workflows closely.

STEP 3: Check limits and distribution

Before making any changes, we must understand our automation capacity and how workflows are distributed across the organization. The Workflow APIs provide two key endpoints for this:

1. Get Workflow limits API

This API provides a comprehensive view of your organization's workflow capacity across multiple dimensions.

Sample Request:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/rules_count

Sample Response:

{

    "rules_count": {

        "scheduled_actions_per_rule_limit": 5,

        "total_rules_limit": 2500,

        "active_rules_configured": 71,

        "rules_per_process_limit": 10,

        "total_actions_per_rule_limit": 50,

        "total_rules_limit_per_module": 125,

        "active_rules_limit": 2000,

        "total_rules_configured": 82,

        "active_rules_limit_per_module": 75

    }

}

 

This response gives the following information:

  • Total Capacity: Zylker has a generous limit of 2,500 total workflows, with only 82 currently configured. This means that they are using just 3 percent of their total capacity.

  • Active Workflows: There are 71 active workflows, well below their 2,000 active workflow limit

  • Module-level Limits: Each module can support up to 125 total workflows, with 75 of those allowed to be active simultaneously.

  • Action Limits: Each condition in the Workflow can contain up to 50 total actions, with a maximum of five scheduled actions.

For Zylker, this is excellent news. Only 71 active workflows out of a 2,000 limit. This means we have substantial room for growth and can confidently create new workflows without worrying about capacity constraints.

2. Get module-wise counts API

This API tells you exactly how many workflow rules you have in each module. It shows both the total number of rules and how many are currently active. This helps you see where your automations are concentrated and where you might be missing opportunities.

Sample request:

GET  {api-domain}/crm/v8/settings/automation/workflow_rules/actions/module_specific_count

Sample Response:

{

    "module_specific_count": [

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Products",

                "id": "4876876000000002213"

            },

            "total_rules_configured": 2

        },

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Deals",

                "id": "4876876000000002181"

            },

            "total_rules_configured": 2

        },

        {

            "active_rules_configured": 4,

            "module": {

                "api_name": "Contacts",

                "id": "4876876000000002179"

            },

            "total_rules_configured": 5

        },

        {

            "active_rules_configured": 2,

            "module": {

                "api_name": "Appointments__s",

                "id": "4876876000002362026"

            },

            "total_rules_configured": 3

        },

        {

            "active_rules_configured": 4,

            "module": {

                "api_name": "Calls",

                "id": "4876876000000033015"

            },

            "total_rules_configured": 5

        },

        {

            "active_rules_configured": 43,

            "module": {

                "api_name": "Leads",

                "id": "4876876000000002175"

            },

            "total_rules_configured": 51

        },

        {

            "active_rules_configured": 14,

            "module": {

                "api_name": "Emails",

                "id": "4876876000000014163"

            },

            "total_rules_configured": 15

        }

    ]

}

 

Looking at this response, we can see 43 active workflows in Leads but only two in Deals. This tells us that Zylker is heavily focused on lead management but might be missing opportunities to automate their sales process later in the pipeline.

Together, these two APIs give a complete picture of the automation capacity and distribution.

What's next: From understanding to action 

Now that we have our foundation, we are ready to start building and refining.

In the next part of this Kaizen series, we will move from discovery to design. We’ll use the Workflow Configuration, Create, and Update APIs to standardize Zylker’s automation management, create new workflow rules, and update existing ones for consistency and efficiency.

We hope that you find this post on Workflow APIs useful. If you have any feedback, or if there are any pain-points that you would like us to address in our Kaizen series, please let us know in the comments, or reach out to us via support@zohocrm.com. We will be happy to help!

Until we meet again next Friday, Happy coding!


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                                    Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?
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                                    You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It shows
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                                    he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
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                                    Welcome back to Let’s Talk Recruit series. In Part 1, we introduced Zia and how AI is reshaping the way recruiters work. This time, we’re taking a closer look at how far Zia has come and how each update continues to simplify your everyday tasks. When
                                  • WARNING : Smart list automatically unsubscribes your contacts.

                                    I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,
                                  • Export Purchase orders as Excel

                                    Is it possible to export purchase orders as excel rather than PDF? Our suppliers don't want orders made in PDF, they need it to be excel
                                  • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

                                    ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら(無料):https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした
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                                    I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed
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                                    Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time Entry
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                                    Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview of
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                                  • Knowledge base: The nitty-gritty of SEO tags

                                    A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
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                                    Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable
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                                    Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one
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                                    As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?
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                                    Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
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                                    Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,
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