What are Time-based 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 these alerts, tasks, and field updates:
  • Create alerts, tasks, and field updates and associate them to the rule.
  • Select existing alerts, tasks, and field updates and associate them to the rule.
    • Related Articles

    • Best Time to Contact Customers

      We often hear telecallers asking, "Is this the right time to talk?". Though most of the times our response is not affirmative, have you wondered why is it important for them to know whether it is the right time to contact? Because, ...
    • 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 ...
    • What actions can be triggered based on status of an email?

      The following actions can be automated based on emails: Creating a task Updating a field Notifying a user Triggering a custom function Triggering a webhook Read more about instant actions.
    • Can I filter the audit log based on the actions performed or a date range?

      Yes, you can filter the entries in the audit log based on the Modules, User, Actions (such as added, updated, and deleted) and a selected date range. Read more of audit log.
    • 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