How does Blueprint help enforce structured approvals and task flow in Zoho CRM or Creator?
Blueprint is a visual process automation tool in Zoho CRM and Creator that enforces how records move through defined stages. Here's how it helps:
Stage-by-Stage Movement:
A record (e.g., Deal, Request, Complaint) must go through specific steps before reaching the final status.Conditional Transitions:
Define who can move a record from one stage to another and what conditions must be met (e.g., a field must be filled).Approvals and Mandatory Actions:
Require approvals, file uploads, or comments before progressing.Auto-Actions on Transition:
Send emails, update fields, create tasks, or trigger custom functions during each transition.
Use Case Example:
A ticket in CRM must go from “New” → “Assigned” → “Work in Progress” → “Resolved” → “Closed.” Each step requires a specific action and user role to complete it.
Blueprint ensures discipline, accountability, and better control over process flows.
Related Articles
Can I use Zoho Flow to route tasks between apps automatically based on approvals?
Yes, Zoho Flow can connect approval outcomes from one app to trigger actions in others. Here’s how: Trigger from Approval Completion: E.g., when an expense is approved in Zoho People, use Flow to: Create a bill in Zoho Books Notify the finance team ...How Does Zoho Creator Support Automation?
In today’s fast-paced business world, automation is essential for increasing productivity, reducing errors, and ensuring consistency across operations. Zoho Creator is a low-code platform that excels at helping businesses automate their workflows, ...How Does Zoho Creator Help in Digital Transformation?
Zoho Creator plays a transformative role in helping businesses move from traditional, manual operations to a streamlined, digital-first environment. It enables organizations to build customized applications that automate processes, eliminate ...How Do You Use Zoho CRM’s Blueprint Feature to Standardize Sales Processes and Approvals?
Blueprints let you define step-by-step workflows for your deals, support tickets, or lead nurturing—ensuring that every team member follows the same process. Create a Blueprint: Setup → Process Management → Blueprints → Create New Blueprint. Choose ...What is the difference between Workflow Rules and Blueprint in Zoho CRM, and when should I use each?
Workflow Rules and Blueprints are two distinct automation tools in Zoho CRM, each serving a different purpose: Workflow Rules: These are best for automating repetitive tasks like sending an email, updating a field, or triggering a webhook when a ...