Actions

Actions

Create actions to automate your sales and marketing activities.

Help guide
  1. Creating Workflow Tasks
  2. Setting Email Notifications
  3. Setting Field Updates
  4. Associate Functions
  5. Creating Webhooks

    • Related Articles

    • Configuring Automatic Actions

      Zoho CRM allows you to create specific set of actions that aide in automating your sales and marketing activities. There are totally 5 actions that you can create and these actions can be associated with Workflow rules, Blueprint and Approval ...

    • Introducing Actions in Zoho CRM

      Create actions to automate your sales and marketing activities. Help guide Configuring Automatic Actions

    • What are Time-based Actions?

      Time-based Actions are a combination of alerts, tasks, and field updates that are triggered at a specified time after the rule is executed. You can create a maximum of 5 time-based actions and associate them to a rule. There are two ways to associate ...

    • Associating Actions for Approval or Rejection

      With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...

    • When can I set up actions in CommandCenter?

      Automatic actions can be set for each state and transition. For states you can configure instant, scheduled, and recurring actions. For transitions you can only configure instant actions. Following actions can be set: Instant actions Field update ...