How can I monitor if my Zoho automation is working correctly or failing silently?
Once automations are deployed, it’s important to monitor them continuously. Here are steps to ensure your automations are performing as expected:
Use Workflow and Function Logs:
Zoho CRM, Zoho Books, and Zoho Creator offer logs for workflows and custom functions. These logs show when a workflow was triggered, what action was taken, and if there was an error.
Add Logging in Custom Functions:
Use info
or log
statements in Deluge to capture key steps and outputs. You can also write logs into a custom module or send them via email.
Set Notifications for Failures:
Configure your scripts to send an alert when something fails—e.g., an API call didn’t return success, or a lookup failed.
Create a Monitoring Dashboard:
Use Zoho Analytics or a custom dashboard to show automation performance, such as how many times a workflow ran, which records were affected, or how many failed attempts occurred.
Regular Manual Checks:
Periodically pick a few records and check if the automation worked as expected. It’s a simple yet effective way to catch unnoticed issues.
Automation without monitoring can lead to silent failures that affect customer experience, sales performance, or compliance—so always keep an eye on execution health.
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