Zoho CRM — Payments Operator
A payments operator with multiple provider relationships needed their deal pipeline to enforce eligibility rules automatically — every agreement had to be checked against a provider's allowed countries before going live. The manual review was the bottleneck.
Stage view · agreements pipeline with provider-aware routing
The pipeline
A Kanban-style stage view across the agreements pipeline, with custom stages for Terminals Provided, Live, and provider-specific transitions. Every record tagged with provider, region, and current status — so the team always saw the live state of the book at a glance.
The automation
A workflow rule that fires whenever an agreement is created or edited. The rule checks the Provider field, then conditionally updates the allowed-countries and blocked-countries fields against the provider's current matrix. No agreement reaches Live without the eligibility check passing.
- Condition 1 · Provider is NagupayUpdate Nagupay-Blocked countries field automatically.
- Condition 2 · Provider is OptimoneyUpdate Optimoney-Allowed countries against the latest matrix.
- Extended for each new providerThe same structure replicated as new partnerships come online — under an hour to add a provider.
Workflow rule · provider eligibility logic, condition by condition