Every 15 minutes

Flag big sales orders as VIP

Sales orders over $5,000 get a VIP tag and you hear about them in Slack.

Runs: Every 15 minutes
Apps: Zoho CRM
AI: Not needed
Access: read+write on Sales_Orders

Send this to your assistant

Create a ClickRuntime automation: every 15 minutes, tag new Zoho CRM sales orders with a grand total over $5,000 as VIP and post the account, total and owner to #sales in Slack.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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Why use it

Why teams use this automation

A retailer's usual order is about $150, but occasionally a $7,500 order comes through from a buyer who might become a regular wholesale account. In Zoho CRM that sales order looks like any other, and it sits waiting its turn while the buyer wonders if anyone noticed. Fulfillment treats it normally, there is no personal thank-you, and the chance to build a relationship is missed.

Every 15 minutes, new sales orders are retrieved. Any with a Grand_Total above your threshold get a VIP tag in Zoho CRM, and a notification goes to the account owner or a Slack channel with the order number, customer and amount. The tag then drives views, workflows or reports you already use.

Great for businesses with a long tail of small orders and a few very large ones.

What you get out of it

Big buyers get personal attention
A call or note from the owner on a large first order builds loyalty. The customer sees they are valued and not just processed, and that impression often turns into repeat business.
Fulfillment gives priority orders care
With the VIP tag visible, the warehouse can check stock and shipping options for those orders first. Mistakes on high-value orders are the costliest, and they are the ones worth double-checking.
Upsell opportunities are not missed
A large order is a signal about a customer's budget. Account managers can follow up about volume pricing while the buyer is still engaged, and a one-off purchase can become a standing account.
Fraud checks come into focus
Unusually large orders are also where fraud hides. Seeing them flagged prompts a second look at payment and shipping details before goods leave the building, which can save a chargeback.
Segments update on their own
Tags let you build lists and reports of VIP buyers without a spreadsheet. The group stays current as new big orders arrive, and campaigns can target it directly. Targeting becomes simple.
Less guesswork on priority
Staff do not need to scan order totals to decide who gets attention. The tag does that for them, and everyone applies the same rule to the same orders. Consistency builds trust in the rule.

How it works

What happens, step by step

Every 15 minutes ClickRuntime checks Zoho CRM for sales orders created since its last check, so each order is looked at only once.
It picks out orders with a total over $5,000.
Those orders are tagged VIP in Zoho CRM.
Each one is announced in your #sales Slack channel with the account name, total and order owner.

Before it runs live

Connect Zoho CRM

What you get

RunsEvery 15 minutes

Flag big sales orders as VIPtoday, 9:00Succeeded

Slack · #salesVIP order: Northwind Traders · $12,480.00 · Alex Kim

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Act only on the items that match your own rules, and skip the rest
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Zoho CRM steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

tag_high_value_sales_orders_as_vip.pyexample

from clickruntime import on_trigger, credentials, http, state, notify, report_fetched

BASE = "https://www.zohoapis.com/crm/v8"

@on_trigger
def run(event):
    h = {"Authorization": f"Zoho-oauthtoken {credentials.connection('zoho', 'work')}"}
    last = state.get("last_created") or "1970-01-01T00:00:00+00:00"
    r = http.get(f"{BASE}/Sales_Orders", headers=h, params={
        "fields": "Subject,Grand_Total,Account_Name,Owner,Created_Time", "sort_by": "Created_Time", "sort_order": "desc"})
    orders = [o for o in (r.json()["data"] if r.status_code == 200 else []) if o["Created_Time"] > last]
    report_fetched(len(orders))
    if not orders:
        return {"summary": "Nothing new"}
    vip = [o for o in orders if (o.get("Grand_Total") or 0) > 5000]
    if vip:
        http.post(f"{BASE}/Sales_Orders/actions/add_tags", headers=h,
                  json={"tags": [{"name": "VIP"}], "ids": [o["id"] for o in vip]}).raise_for_status()
    for o in vip:
        notify.slack(f"VIP order: {o['Account_Name']['name']} · ${o['Grand_Total']:,.2f} · {o['Owner']['name']}",
                     channel="#sales")
    state.set("last_created", max(o["Created_Time"] for o in orders))
    return {"new": len(orders), "vip": len(vip)}

FAQ

Common questions

How is high value defined?

By the order's Grand_Total compared with a number you set, such as 2,000. Different thresholds can apply to different product lines or customer types if one cutoff is too blunt. The threshold compares the order's Grand_Total with your number.

Does the tag stay on the order forever?

Yes, until someone removes it in Zoho CRM. It marks that the order passed the threshold when it was created, and later edits to the amount do not remove or re-add the tag. The tag stays until someone removes it.

Can the customer contact also be tagged?

Yes. The same tag can be added to the related contact or account so the customer is recognized next time. That is an extra step after the order is tagged. The related contact can be tagged too.

What permissions does it need?

read+write on Sales_Orders. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it checks. Checks that find nothing new and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Every 5 minutes