Zoho-CRM-Trigger-Workflow-Assignment-Rule-Deluge

How to trigger workflow rules, assignment rules or blueprint when Zoho CRM records are created, updated, or deleted via Deluge.

Core Idea

When a Zoho CRM record is created / updated via Deluge task, it does not trigger any associated workflow rule / assignment rule / blueprint that you have set up in CRM if you do not tell it to do so. This is in a way, more of a feature than a limitation as it offers developers more flexibility. This article demonstrates the different trigger parameters needed to perform these actions.

Note: If you're using the Zoho CRM API to perform the actions, it works inversely - if not specified, it will automatically trigger workflows, approvals and blueprint. As for assignment rules however, you will still need to specify it in the parameters.

Tutorial

Create / Update Records

For record creation and upadate, all you need to do is to insert a {"trigger":{"workflow"}} parameter after the create record / update map.

// Create Record
mp = {"Name":"Joe","Phone":"+1 678 XXX XXXX","Email":"joe@theworkflowacademy.com"};
response = zoho.crm.createRecord("Leads",mp,{"trigger":{"workflow"}});

// Update Record
mp = {"Email":"joe@theworkflowacademy.com"};
response = zoho.crm.updateRecord("Leads",mp,{"trigger":{"workflow"}});

Note: Change "Leads" and "mp" to the respective Module Name and map variable

Assignment Rules

To trigger assignment rules on record creation, first, you need to get the assignment rule ID (you can get it from the URL of the assignment rule), and put it in a map with "lar_id" as the key, and the assignment rule ID as the value. Then, insert it as a parameter at the end of your Deluge task.

• If you wish to trigger the assignment rule alone:

response = zoho.crm.createRecord("Leads", mp, {"trigger":{"lar_id":"4409363000012741244"}});

• If you wish to trigger both workflow and assignment rule, add it inside the trigger workflow map, after the trigger workflow parameter:

response = zoho.crm.createRecord("Leads", mp, {"trigger":{"workflow","lar_id":"xxxxxxxxxxxxxxxxxxx"});

Note: Replace "xxxxxxxxxxxxxxxxxxx" with the respective assignment rule ID.

Blueprint

When creating or updating a record, if you want the record to enter the blueprint, you'll need to specify that under the trigger as well.

• If you wish to trigger blueprint alone:

response = zoho.crm.createRecord("Leads", mp, {"trigger":{"blueprint"}});

• If you wish to trigger workflow rules, assignment rule and blueprint:

response = zoho.crm.createRecord("Leads", mp, {"trigger":{"workflow","blueprint","lar_id":"xxxxxxxxxxxxxxxxxxx"});