Custom Workflow Triggers

Custom Workflow Triggers allows you to set up personalized workflow triggers that can be used to trigger a workflow rule in Zoho Books. You can connect these triggers to third-party applications based on your business needs, enabling the third-party application to act as a trigger for the workflow rule.

How Custom Workflow Triggers Work

Custom Workflow Triggers is a component within an extension. So you’ll have to create an extension in Sigma and configure the custom workflow trigger within the extension. Once done, copy the OneAuth or API Key URL and paste it into the third-party application to connect the trigger. Next, create a new workflow rule directly in the Developer Portal and add the custom workflow trigger to it.

After filling in the other necessary details, save and publish the workflow rule as an extension privately. Once published, install the Custom Workflow Triggers extension in your Zoho Books organization. It will appear as a new and separate workflow rule in your Zoho Books organization.

Now, the workflow rule in Zoho Books will trigger and execute the action you set up whenever the activity you configured in the third-party application occurs.

Scenario: Alex, a sales manager, uses Zoho Books to track his company’s invoices. When a customer’s payment is overdue by 30 days in StoreHippo, the custom trigger extension automatically triggers the workflow rule in Zoho Books and sends Alex an email notification, reminding him to follow up with the customer to collect the overdue payment.

Create a Custom Workflow Trigger

Prerequisite: You must create an extension in Sigma for the custom workflow trigger you want to create.

Once you’ve created the new extension in the Sigma portal, you can create a new custom workflow trigger in the extension. Here’s how:

Create New Workflow Trigger Custom Workflow Triggers Fields
Attributes Description
Header The header of the API request.
Params Parameters are the variable parts of the script given by the third-party API request.
Body It is a string that contains the request data of the API call.
One Auth and API Key Fields

Now, you can add this custom trigger to a workflow rule.

Add the Custom Workflow Trigger to a Workflow Rule

Once you finish creating and linking the custom trigger to a third-party application, you’ll need to create a new workflow rule and add the custom trigger to it in the Zoho Books Developer Portal itself. Here’s how:

New Workflow Rule New Workflow Rule

Now, after adding the custom workflow trigger to the new workflow rule in the extension, publish the extension and then install it in your organization.

Once the extension is installed in your organization, the workflow rule will be triggered every time the configured action is performed in the third-party application, resulting in the workflow action being executed in Zoho Books.

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