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Actions
Create actions to automate your sales and marketing activities. Help guide Creating Workflow Tasks Setting Email Notifications Setting Field Updates Associate Functions Creating Webhooks
Associate Functions
Zoho CRM Functions help you to update the data in related CRM modules or third-party applications by executing simple program scripts. When a record matches the workflow criteria, workflow engine automatically triggers the function and update the CRM ...
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 ...
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 ...
Is there a limit to the number of actions that can be created on approval or rejection of records?
You can create 5 actions on approval and 4 actions on rejection of records – one entry per action. Actions on approval Assign Task Update Field Send Alert Call Webhooks Call Custom Functions Actions on rejection Update Field Send Alert Call Webhooks ...