Using functions in Zoho CRM Circuits, howto and solution

Using functions in Zoho CRM Circuits, howto and solution

So, I don't know if anyone has tried this yet but Circuits can be a pretty powerful solution to process data and get the job done in a more structured way. However Circuits are not that easy as it looks. One of the problems that we had to overcome was how to use the returned result of a function in a Circuit.

Even though the Log viewer showed exactly the right results, stuff like applying conditions in a Branche state did not work. Searching the documentation (for hours) and testing all kinds of settings did not provide a solution and after a session with support of 2 hours the final solution came to light.

There are requirements to the json output of a function before you can use it in a circuit. So in order to make it easy for the rest I created a wrapper function that will output the right format.

  1. String circuitWrapper(String payload)
  2. /*

    The output format that is needed for use of functions in circuits is below. This wrapper creates this format
    This only applies to functions of which results are used in follow up states

    {
        "crmAPIResponse": {
            "body": {
                "code": "success",
                "details": {
                    "output": {
                        "acb": "1234"
                    }
                }
            }
        }
    }
    */
    returnMap = Map();
    customAPIResponse = Map();
    outputMap = Map();
    body = Map();
    outputMap.put("output",payload.toMap());
    body.put("code","success");
    body.put("details",outputMap);
    customAPIResponse.put("body",body);
    returnMap.put("crmAPIResponse",customAPIResponse);
    return returnMap;
So in order to adapt a function to be used in a Circuit, just create this function and output the result in your fuction by

return standalone.circuitWrapper(payload);

One final tip: if you want to learn more about Circuits, check out the Catalyst documentation on the topic. It is more extensive than the one for CRM.
    Zoho Desk Resources

    • Desk Community Learning Series


    • Digest


    • Functions


    • Meetups


    • Kbase


    • Resources


    • Glossary


    • Desk Marketplace


    • MVP Corner


    • Word of the Day


      • Sticky Posts

      • Zoho CRM Functions 53: Automatically name your Deals during lead conversion.

        Welcome back everyone! Last week's function was about automatically updating the recent Event date in the Accounts module. This week, it's going to be about automatically giving a custom Deal name whenever a lead is converted. Business scenario Deals are the most important records in CRM. After successful prospecting, the sales cycle is followed by deal creation, follow-up, and its subsequent closure. Being a critical function of your sales cycle, it's good to follow certain best practices. One such
      • Custom Function : Automatically send the Quote to the related contact

        Scenario: Automatically send the Quote to the related contact.  We create Quotes for customers regularly and when we want to send the quote to the customer, we have to send it manually. We can automate this, using Custom Functions. Based on a criteria, you can trigger a workflow rule and the custom function associated to the rule and automatically send the quote to customer through an email. Please note that the quote will be sent as an inline email content and not as a PDF attachment. Please follow
      • Function #50: Schedule Calls to records

        Welcome back everyone! Last week's function was about changing ownership of multiple records concurrently. This week, it's going to be about scheduling calls for records in various modules. Business scenario Calls are an integral part of most sales routines.. Sales, Management, Support, all the branches of the business structure would work in cohesion only through calls. You could say they are akin to engine oil, which is required by the engine to make all of it's components function perfectly. CRM
      • Function #37: Create a Purchase Order from a Quote

        Welcome back everyone! Last week, we learnt how to calculate the total number of activities for a lead and further take note of the activity count for particular dates. For instance, from the period of Demo to Negotiation. This week, let's look at a function that lets you create a Purchase Order instantly from a Quote. Business scenario: In any form of business, one of the most important things to do is to document the transactions. Naturally, negotiation, signing an agreement, placing an order,
      • Function-2: Round-Robin assignment of records

        Welcome back folks! Last week, we saw how to update sales commission in quotes using a custom function. This week, let's see an interesting use case asked by many of you - auto-assignment records by round-robin method. Business scenario: Right now, the solution allows you to auto-assign leads from web form and imported lists. Let us look at a need where you want to auto-assign leads from in-bound calls in a round-robin method, across modules. Prerequisite: You must create a permanent record in the

      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 Campaigns 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