Actions- Functions

• Related Articles

• 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 ...

• 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 ...

• 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 ...

• Functions in Formula Fields

  Function performs a specific operation on values that you specify and generates a new value. To compose a function, you need to type the function name, followed by a set of parentheses(). The Zoho CRM formula type custom field supports four different ...