Real-Life Use Cases

Catalyst Signals presents a multitude of benefits across various scenarios to meet diverse needs. This section provides you with a glimpse into the versatility and potential of real-time event processing and dynamic scalability with Signals.

Lead Qualification Automation

Scenario

Upon completion of a Zoho Survey response, you need to automate lead qualification in Zoho CRM.

Solution

Zoho Survey (publisher) sends a Response Completion event to a Quick ML endpoint (target) that is configured as a webhook in Signals. Quick ML assesses lead qualification based on various criteria, including demographic information and behavior patterns.

Advanced Lead Enrichment

Scenario

To enhance lead data after creating a lead in Zoho CRM to refine lead nurturing.

Solution

Zoho CRM (publisher) triggers a New Lead Created event to a Catalyst Function (target) through Signals. The function uses Catalyst SmartBrowz to scrape company details to enrich the lead data. Additionally, you can prioritize leads based on this data for higher conversion potential.

Automate Record Creation

Scenario

A customer portal application developed in Catalyst needs to automatically create records in the Zoho CRM Deals module whenever an order is placed.

Solution

The Customer Portal Application (publisher) sends an Order Placed event to a REST API URL of Zoho CRM Functions (target), which is configured as a webhook in Signals. Using the received event details, the function creates a deal record in Zoho CRM.

Data Extraction and Approval Process

Scenario

Whenever a document is uploaded in an insurance company, you need to perform automatic data extraction and approval based on its contents using Optical Character Recognition (OCR).

Solution

The Insurance Company (publisher) sends a Document Uploaded event to Catalyst Functions(target) via Signals. The function uses Zia Services for OCR processing and automates the approval process based on the validation results.

Feedback Classification for Dynamic Decision-Making

Scenario

Whenever feedback is submitted on your business website, you need to classify it as positive, negative, or neutral for active decision-making.

Solution

The website (publisher) sends a Feedback Submitted event to the Catalyst Functions (target) via Signals. The function uses the Text Analytics feature of Zia Services to classify the feedback based on overall text sentiment.

Product Replacement in E-Commerce

Scenario

To streamline product replacement processes in an online platform and update the inventory and issuing dispatch products daily at a specific time.

Solution

The online platform (publisher) emits the Product Replacement events for each replacement request. These events are collected and delivered to Catalyst Circuits(targets) via Signals based on a scheduled Batch policy. The circuit generates replacement orders, updates Zoho Inventory, and manages inventory accordingly.

Real-Time Integration with SaaS platform

Scenario

To share Shopify purchase details with Zoho Analytics and Zoho Inventory for sales analysis.

Solution

Shopify (publisher) generates and emits the Purchase Completion event to Catalyst Functions (target) through Signals. The function relays the event data to Zoho Inventory and Zoho Analytics for real-time sales analysis.