Kaizen 221 - Workflow & Actions Reports APIs

Kaizen 221 - Workflow & Actions Reports APIs


Over the last few weeks, we have joined Zylker Cloud Services as they restructured their automation ecosystem using Workflow APIs and Actions APIs. Along the way, we discovered how to audit workflows, update old rules, create new ones, and manage associated actions like emails, tasks, field updates, and webhooks, all using APIs.

But as their automated ecosystem has grown to nearly 100 workflow rules, a new challenge has emerged for the system administrators: Are these workflows actually doing what they were built to do? Are these automations actually working day-to-day?

A workflow can be perfectly configured yet have no impact if it never runs. A webhook could be sending data to a dead endpoint, or a critical email notification might go silent without anyone noticing.

While the CRM UI allows them to click into any single workflow to see its execution details or check the status of a specific webhook, this data is trapped in dozens of individual screens. To answer strategic questions like "What's the overall health of our automation?" or "Where should we focus our optimization efforts?", they would need to manually open, check, and compile data from over a hundred different places.

This is where the Reporting APIs become indispensable. They allow Zylker to aggregate all this scattered UI data into their central dashboard,  which supports proactive governance at scale.

STEP 1: Find workflows with heavy or complex actions 

Using Get Actions Count in Workflow Rules  

During their initial audit, Zylker noticed something interesting: within the same module, some workflows had just one or two actions, while others had ten or more bundled together. While this inconsistency wasn't necessarily wrong, after years without a cleanup they wanted to review which workflows had become particularly complex and decide whether they needed updating or splitting.

To identify such rules systematically, they call:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/actions/actions_count?ids={id1, id2, id3, ..}

This API returns a detailed count of how many actions each rule contains. Using the response from API, the admins can choose to work on the Workflow Rules by complexity. In the UI, this requires inspecting workflows one by one. But using this API, up to 100 Workflows can be inspected in a single API call. The entire system can be analyzed in a matter of seconds!

Here is what the response looks like:

{

    "workflow_rules": [

        {

            "id": "4876876000016390024",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions_count": [

                            {

                                "type": "field_updates",

                                "value": 1

                            },

                            {

                                "type": "add_tags",

                                "value": 1

                            },

                            {

                                "type": "email_notifications",

                                "value": 1

                            },

                            {

                                "type": "webhooks",

                                "value": 1

                            }

                        ]

                    },

                    "scheduled_actions": [

                        {

                            "actions_count": [

                                {

                                    "type": "tasks",

                                    "value": 1

                                }

                            ]

                        }

                    ],

                    "id": "4876876000016390025"

                }

            ]

        },

        {

            "id": "4876876000011208001",

            "conditions": [

                {

                    "sequence_number": 1,

                    "instant_actions": {

                        "actions_count": [

                            {

                                "type": "assign_owner",

                                "value": 1

                            }

                        ]

                    },

                    "scheduled_actions": null,

                    "id": "4876876000011208002"

                },

                {

                    "sequence_number": 2,

                    "instant_actions": {

                        "actions_count": [

                            {

                                "type": "assign_owner",

                                "value": 1

                            }

                        ]

                    },

                    "scheduled_actions": null,

                    "id": "4876876000011208004"

                },

                {

                    "sequence_number": 3,

                    "instant_actions": {

                        "actions_count": [

                            {

                                "type": "assign_owner",

                                "value": 1

                            }

                        ]

                    },

                    "scheduled_actions": null,

                    "id": "4876876000011208006"

                }

            ]

        }

        // ...other workflow rules omitted for brevity

    ]

}

 

The response is a granular breakdown, not just a simple total. For each workflow rule (id), you see every condition (sequence_number). Within each condition, the actions_count array under instant_actions and scheduled_actions lists the type of each action (email_notifications, webhooks, tasks, etc.) and the count (value) of that specific action type in that section.

In simple terms, the API tells us: For every workflow, for every condition, how many actions does it perform, and what kind are they?

STEP 2: Diagnose execution health: Is it working or just configured? 

Using get Workflow Rule usage report API

Identifying complex workflows is important, but Zylker’s admins also need to figure out if they are are actually working. This is a crucial part of automation governance.

A workflow might be executing regularly, but an email notification configured inside it may bounce every time. A webhook may silently fail due to a server issue. These operational issues are difficult to detect by simply knowing whether a workflow has executed.

In the CRM UI, admins can click View Usage for a workflow. But this still exposes information one rule at a time and without aggregation across rules. When you operate nearly a hundred workflows, this method does not scale.

To understand action-level outcomes inside a specific workflow, Zylker uses:

GET {api-domain}/crm/v8/settings/automation/workflow_rules/{workflow_rule_ID}/actions/usage?executed_from={from_date}&executed_till={to_date}

This API returns rich statistics, including:

  • how many times the workflow executed

  • how many times each action inside it succeeded or failed

  • delivery metrics for emails (open, sent, delivered, bounced, clicked)

  • scheduled vs. instant action performance

  • which conditions executed successfully

Here is a sample response:

{

    "workflow_rules": [

        {

            "trigger_count": 3,     // Total times this workflow was triggered

            "name": "High Value Lead Rule",    // Workflow name

            "id": "4876876000013248001",      // Workflow ID

 

            "conditions": [       // Usage details grouped per condition

                {

                    "instant_actions": {

                        "actions": [      //Instant actions execution details

                            {

                                "queue_count": 0,   //Asynchronous actions pending for execution in the queue

                                "related_details": { //Email delivery metrics for bulk email_notifications actions

                                    "bulk_mail": false,

                                    "unopened": 0,

                                    "sent_percentage": 100,

                                    "opened": 1,

                                    "delivered": 1,

                                    "unsent": 0,

                                    "bounced": 0,

                                    "clicked": 0,

                                    "sent": 1

                                },

                                "name": "High revenue Lead added", //Action name

                                "success_count": 1,    // Number of successful executions

                                "failure_count": 0,    // No failures for this action

                                "id": "4876876000016390103",   // Action ID

                                "type": "email_notifications",        // Action type

                                "associated_time": "2025-10-16T16:19:58+05:30" // When this action was added to the workflow

                            },

                      ...... //omitted for brevity

 

                        ]

                    },

 

                    "scheduled_actions": [     // Scheduled actions usage metrics

                        {

                            "id": "4876876000016390118",  // ID of the scheduled action block

                            "actions": [

                                {

                                    "queue_count": 0,      //Asynchronous actions pending for execution in the queue

                                    "related_details": {   //Email delivery metrics for bulk email_notifications actions

                                        "bulk_mail": false,

                                        "unopened": 0,

                                        "sent_percentage": 100,

                                        "opened": 1,

                                        "delivered": 1,

                                        "unsent": 0,

                                        "bounced": 0,

                                        "clicked": 0,

                                        "sent": 1

                                    },

                                    "name": "High revenue Lead added",

                                    "success_count": 1,   // Number of successful executions

                                    "failure_count": 1,   // Number of failures

                                    "id": "4876876000016390103",

                                    "type": "email_notifications",

                                    "associated_time": "2025-10-16T16:19:58+05:30"

                                }

                            ]

                        }

                    ],

 

                    "usage_count": 2,      // The number of times this condition matched

                    "id": "4876876000013248002"     // Condition ID

                },

 

                // more condition blocks omitted for brevity

           ],

 

            "reset_time": "2025-10-16T16:23:04+05:30"       //When usage metrics were last reset

        }

    ]

}

 

 

This single API call provides what would take hours of manual UI investigation, i.e., a complete performance audit. By scripting this for their key workflows, Zylker transforms workflow management from a time-consuming manual task to an easy, automated process.

STEP 3: Monitor system-wide integration health 

The workflow usage report gave Zylker deep insight into individual workflows. But they still have unanswered questions about their external integrations.

Zylker relies on webhooks to push deal data to their project management tool, sync contacts to their marketing platform, and notify their support system. A single failing webhook can break an entire business process, and these failures often happen silently.

The CRM UI provides detailed views of each webhook's activity. However, identifying patterns across all integrations, like silent failures or volume anomalies, requires manually consolidating data from multiple screens. For teams with many integrations, this consolidation becomes time-consuming to perform regularly.

Zylker solves this by using the Webhooks Actions Usage Report API to get time-series data for all integrations at once, followed by the Get Action Failures API for diagnostics.

 3.1 Track volume trends and spot anomalies  using Webhooks Actions Usage Report API

They call the usage report API grouped by date and resource to see daily call volumes:

GET {api-domain}/crm/v8/settings/automation/webhooks/actions/usage_reports?group_by=date,resource&type=webhooks&from_date={date}

Sample Response:

{

    "data_usage": [

        {

            "date": "2025-12-09",

            "resource": {

                "name": "Premium Lead Alert",

                "id": "4876876000016390771"

            },

            "count": 4,

            "type": "webhooks"

        },

        {

            "date": "2025-12-09",

            "resource": {

                "name": "Deal to Project Sync",

                "id": "4876876000017550012"

            },

            "count": 4,

            "type": "webhooks"

        },

        {

            "date": "2025-12-09",

            "resource": {

                "name": "Contact to Marketing Platform",

                "id": "4876876000017550018"

            },

            "count": 8,

            "type": "webhooks"

        },

        {

            "date": "2025-12-08",

            "resource": {

                "name": "Deal to Project Sync",

                "id": "4876876000017550012"

            },

            "count": 8,

            "type": "webhooks"

        },

        // ...omitted for brevity ...

        {

            "date": "2025-12-07",

            "resource": {

                "name": "Deal to Project Sync",

                "id": "4876876000017550012"

            },

            "count": 1, //  Anomaly: very low number

            "type": "webhooks"

        },

        // ... remaining entries omitted for brevity ...

    ],

    "info": {

        "max_limit": 2500,

        "per_page": 200,

        "count": 12,

        "page": 1,

        "more_records": false

    }

}

 

The response provides a daily log of which webhooks fired and how often. The real insight comes from analyzing two key patterns:

  1. Missing activities: If a webhook that typically appears daily suddenly has no entries for multiple days, it indicates the upstream workflow has stopped. This is a silent business process failure.

  2. Volume Anomalies: If a normally steady webhook shows a 300% spike in daily calls, it could indicate system errors generating duplicate records, or legitimate business surges worth investigating.

From the response data, Zylker can instantly spot that the Deal to Project Sync webhook's execution dropped to just 1 call on a specific day, which is a volume anomaly. Meanwhile, the Premium Lead Alert webhook may be missing entirely from recent dates, which is a missing activity alert.

 3.2 Investigate Webhooks failures with Get Action Failures API - Webhooks 

Volume anomalies tell Zylker that something is wrong. To understand what went wrong and where, they need detailed failure diagnostics.

For this, they use the Get Action Failures – Webhooks API:

GET {api-domain}/crm/v8/settings/automation/webhook_failures?from=2025-10-15&to=2025-10-22

You can optionally filter by:

  • webhook_id : to focus on a specific webhook

  • module : to see failures only for a specific module

  • from and to : to restrict the date range (max 90 days). 

Sample Response:

{

    "webhook_failures": [

        {

            "webhook": {      // The webhook that failed

                "name": "Premium Lead Alert",

                "id": "4876876000016390771"

            },

            "entity_details": {    // Record that triggered the webhook

                "module": {

                    "api_name": "Leads",

                    "id": "4876876000000002175"

                },

                "name": "Freelancer.com",

                "id": "4876876000016474049"

            },

            "failure_time": "2025-10-21T17:08:07+05:30", // When the failure occurred

            "failure_reason": "page_notfound",  // Why it failed (e.g., page_notfound, unauthorized, timeout)

            "id": "4876876000016474075",        // Failure entry ID

            "workflow_rule": {         // Workflow that triggered this webhook

                "name": "WF-C",

                "id": "4876876000016390881"

            }

        },

//... omitted for brevity

    ],

    "info": {

        "per_page": 200,

        "count": 17,

        "page": 1,

        "more_records": false

    }

}

 

With a single request, Zylker now has a clear picture of exactly which workflows are causing failures, which records are impacted, and the precise technical reason for the failure. With this information at hand, they can promptly fix the issues and ensure that critical integrations do not silently break.

STEP 4: Ensure reliable communication through Email Notifications usage reports 

Emails sent through workflows drive essential actions at Zylker. Sales managers get notified when high-value leads enter the system, account directors get alerted on lost deals, and service teams receive escalations. If these triggered emails are not sent consistently or begin spiking unexpectedly, decision-makers may be blind to critical updates.

To understand how workflow-triggered emails are being used over time, Zylker uses the Email Notification Actions Usage Report API.

Sample Request:

GET {api-domain}/crm/v8/settings/automation/email_notifications/actions/usage_reports?group_by=date,resource,type&type=email_notifications&from_date=2025-12-01

Sample Response:

 

{

  "data_usage": [

    {

      "date": "2025-12-09",       // When the email was triggered

      "resource": {

        "name": "Lost Deal Alert",  // Email notification name

        "id": "4876876000013500873"

      },

      "count": 5,                 // Number of times it was sent that day

      "type": "email_notifications"

    },

    {

      "date": "2025-12-09",

      "resource": {

        "name": "High Value Lead Notification",

        "id": "4876876000016390889"

      },

      "count": 2,

      "type": "email_notifications"

    },

    {

      "date": "2025-12-08",

      "resource": {

        "name": "Lost Deal Alert",

        "id": "4876876000013500873"

      },

      "count": 8,   // Higher usage on this day

      "type": "email_notifications"

    }

    // ... additional entries omitted

  ],

  "info": {

    "max_limit": 2500,

    "per_page": 200,

    "count": 18,

    "page": 1,

    "more_records": false

  }

}

By reviewing usage trends over time, Zylker can spot early signs of issues at either layer. If an email notification that normally triggers every day suddenly shows zero usage, it could mean the workflow condition has stopped matching, or it might indicate a failure due to factors like bounced addresses, inactive users, or restricted mail settings. Likewise, an unexpected spike in email executions might reveal either a legitimate business surge or a workflow repeatedly triggering because of duplicate records, import errors, or incorrect criteria.

In either case, Zylker is now in a position to take informed decisions.

Conclusion 

Zylker began this journey wanting stronger workflow automation. Along the way, they learned how to discover, configure, update, and extend workflow rules and actions using APIs. But as their automation ecosystem grew, a new responsibility emerged regarding governing what they had built.

The Reports APIs complete that responsibility.

With this complete toolkit, Zylker no longer just has automations. They understand them, analyze them, and continuously improve them. Their workflows have evolved from fragile scripts to managed business assets with known performance characteristics and early warning systems.

This concludes our Kaizen series on Workflow & Actions APIs. We hope this series has helped you to build, manage, and govern automation systems in your own organization.

If you have any feedback or questions, please let us know in the comments or reach out to us at support@zohocrm.com.

Until next time, Happy coding!



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                                    Hello everyone! We're happy to announce that users can now integrate Zoho Books with the latest version of Bigin's iOS app. Zoho Books can be integrated with Bigin only via the web application. Users can view the Zoho Books tab in the detail pages of
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                                    Hello everyone, As part of our ongoing effort to improve user experience, we are excited about the accessibility controls and predefined accessibility personas added in the Help Center, similar to what is already available in Zoho Desk. Help Center users
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                                  • Item/service subtotal

                                    Just discovered & really pleased that we can drag to re-order the line items in Sales orders & Invoices, a very nice feature which doesn't seem to be documented? It would be nice to be able to insert a subtotal as a line item to complete this great feature
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                                    Hello Team, I am facing a repeated issue in Zoho POS while saving a sale that contains service-based items. My products are intentionally created as Service (Non-Inventory) items because I do not want to track stock for them. However, every time I try
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                                    when i copy paste text it gets highlighted. Fix this.  WTF is with this black highlight ? Fix copy pasting. Some people pay for using this mail service. 
                                  • Pricing Strategies: #6 Common Mistakes while Configuring Pricing

                                    "Why does this month's billing feel messy again?" That was the exact line Priya muttered while staring at the spreadsheet full of edited pricing, one-off discounts and mismatched subscription details. Her business was growing, but the pricing machine
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                                    Hi, Is it possible to publish a job opening to LinkedIn (paid job slots) if creating a job opening via api / deluge function? Or is the user required to manually publish via the job boards process? Many Thanks Adrian
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                                  • Categorize Items with Item Headers

                                    Hello customers, Did you ever want to classify items based on specific categories to help your customers understand your invoice better? With the new Item Header feature, you can easily categorize items in your invoices and estimates and give them a common title.  Item Headers are available in the Invoices, the Recurring Invoices and the Estimates module. It can be carried forward from estimates to invoices at the time of converting the estimates.  To add an item header: Go to the Estimates, Invoices
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                                    I have set up my email to work from within Bigin using IMAP.  I am using IMAP so I can sync my email across multiple devices - phone / laptop / desktop / iPad / etc.  I want all my emails to populate my email client (outlook & iphone email) whether or
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                                    "Is it possible to apply a discount on the total bill before tax in Zoho POS?" I want to apply a discount on the total transaction amount in Zoho POS, but the discount should be calculated before the taxes are applied. Is there an option to do this in
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