Introducing Stage Automation - an easier way to automate actions on stage transitions.

Introducing Stage Automation - an easier way to automate actions on stage transitions.

Greetings,

Previously, if you wanted to trigger any automated actions for stage transitions, you had to use Bigin's workflows. With this new feature, you can now create automations for stage transitions in just a few easy steps.
                                           

If you want to trigger a set of actions whenever a deal enters a specific stage, you can use the stage automation feature, which enables you to create actions directly in the pipeline view and specify their criteria as required.
                                                 

To create a stage automation:

1. From the pipeline view in the Pipelines module, go to the desired stage and click on the more (...) button for that stage.
2. Click on Stage Automation in the menu.
3. From the Create Stage Automation panel, select which actions need to be triggered when a deal enters the current stage from the list of options available under the Actions section. The actions that you can trigger in stage automations are similar to the actions that you can trigger in workflows. Except for custom actions and topping-related actions, you can trigger additional actions like the following:
  • Send email
  • Update field
  • Assign owner
  • Create connected record
  • Create activity
    • Create task
    • Create event
  • Tags
    • Add tags
    • Remove tags

Apart from these actions, you can also include additional criteria as required.
                                                     

Please note that we have also renamed the Workflows tab in the Settings menu to Automations, which will now house both workflows and stage automations.

You can also comprehensively manage all of the stage automations you've created in your Bigin account from the automation settings by navigating to Setup > Automations > Stage Automations.
                                     

Permissions:

Everyone with access to the Automations tab will be able to access stage automations.

Automation rule limits

Previously, we set a limit on the number of workflow rules per account, but with this enhancement, your overall automation rule limit will count both workflow rules and stage automation rules together.

The table below highlights the old and new rule limitations of each edition of Bigin:
 
 
Before
After
Bigin Free
3 rules
3 rules
Express
10 rules
30 rules
Premier
30 rules
50 rules
Zoho One
30 rules
50 rules

Note:

  • To accommodate the introduction of stage automations, we're increasing the maximum number of rules by 20 for paid plans.

To know more on Stage Automation, click here.

That's all for this enhancement. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day! 
 

    • Recent Topics

    • zoho labels api not working

      We're using n8n to automte email reply using zoho api. I'm facing issue with label api. I added the required scopes but its not working. i followed zoho api documentation but didn't work. also, where do i find/how do i create zoho oauth token mentioneeed

    • Whatsapp Connection Status still "Pending" after migration

      Hello, I migrated my WhatsApp API to Zoho from another provider a day ago. So far the connection status is still “Pending”. There is a problem? How long does it usually take?

    • Desk DMARC forwarding failure for some senders

      I am not receiving important emails into Desk, because of DMARC errors. Here's what's happening: 1. email is sent from customer e.g. john@doe.com, to my email address, e.g info@acme.com 2. email is delivered successfully to info@acme.com (a shared inbox

    • Streams/Shared email doesn't show up in windows trident app. It works fine on MAC. Is there any difference between 2 install ?

      I can see streams/share email boxs on my MAC version of trident app but i can't see them in windows version of trident app. Is there any difference between 2 install? I try to find setting but not able to see any setting to add stream/share email boxes.

    • add zoho account

      How to add a zoho mail to previous zoho account? I have two

    • Zoho Desk Mobile App Year-End Roundup - 2025

      Dear Zoho Desk users, Greetings! As you gear up for the festive season, we are excited to share a quick journey into all that is released in 2025! Zia's generative AI capabilities Zia insights can be highly beneficial in helping agents manage daily support

    • How create a draft via workflow?

      I wish to create a workflow rule for specific emails that creates a draft response - not an automatic email reply, but just a draft with a set response ready to be verified by an agent who can then manually select recipients. Alternatively, the workflow

    • Narrative 17: The role of Zia AI in customer support

      Behind the scenes of a successful ticketing system: BTS Series Narrative 17: The role of Zia AI in customer support Overview Zia in Zoho Desk is a layered AI assistant that combines generative AI, prediction, and automation to support agents, automate

    • Domain Transaction

      I have purchased a domain name called trainedworkforce.co.in I made the payment got the receipt but the domain is still not purchased after successful transaction .

    • Ability to Set a Unified Tab Order/View for All Users in Zoho Projects

      Hello Zoho Projects Team, We hope you are doing well. We would like to submit a feature request regarding tab/menu organization in Zoho Projects. Current Behavior: The tab (module) order in Zoho Projects is user-specific. Each user (internal or external)

    • Zohomail - The "All Messages" vs "In Box"

      Why do some new email message appear under the all messages view but not in my inbox? That's really annoying but to be fair I've experienced the same with gmail.

    • error while listing mails

      I can't access email in any of my folders: Oops, an error occurred - retry produces the second error response: error while listing mails (cannot parse null string). I've signed in and out of Zoho, restarted my iMac.

    • Zoho CRM for Gmail Extension Not Working in Brave Browser?

      Is anyone able to get the Zoho CRM Chrome Extension working in the Brave browser? They're both built on the Chromium platform and every other Chrome Extension works with the exception of Zoho CRM for Gmail so any ideas here?

    • Zoho CRM for Everyone's NextGen UI Gets an Upgrade

      Hello Everyone We've made improvements to Zoho CRM for Everyone's Nextgen UI. These changes are the result of valuable feedback from you where we’ve focused on improving usability, providing wider screen space, and making navigation smoother so everything

    • How to track a contact or customer's past product purchases in Bigin Premiere?

      Hello there. I am the sole user of Bigin for a small company (chess club), and would like to track current and past purchases made by a contact (player) or company (family which includes the player). Players may register for multiple tournaments, take

    • Introducing the Zoho Projects Learning Space

      Every product has its learning curve, and sometimes having a guided path makes the learning experience smoother. With that goal, we introduce a dedicated learning space for Zoho Projects, a platform where you can explore lessons, learn at your own pace,

    • Where to show Customization Field ?

      Dear Sir, I have made some New Field in Item Field Customisation. Now I don't require that field in Estimate, Sales Orders etc. I just wants that field in Sales Invoice to Show/Hide... Is that possible ?

    • Zoho Desk 2025 round-up: Key highlights on feature releases

      Hello everyone, As we gear up for 2026, here is a detailed round-up of all feature releases in Zoho Desk web throughout the year. For consolidated information on releases check out the What’s New page You can also watch these webinars. Zia in web Zia

    • Print Sales Orders, Purchase Orders or Invoices from API

      Hello, Is it possible to use the print option that is available in Sales Orders Purchase Orders and Invoices with the API?. I don't see any information in the docs about this. Thanks

    • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

      Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model

    • CRM gets location smart with the all new Map View: visualize records, locate records within any radius, and more

      Hello all, We've introduced a new way to work with location data in Zoho CRM: the Map View. Instead of scrolling through endless lists, your records now appear as pins on a map. Built on top of the all-new address field and powered by Mappls (MapMyIndia),

    • Zoho Books - How to Invoke a Custom Function in Schedulers

      We have multiple schedulers that send emails to customers in batches. Currently, we are maintaining the same code across several schedulers. Is it possible to use a custom function inside a scheduler script? If yes, how can we invoke the custom function

    • How to show a hided report??

      in CRM Report , I clicked Hide incidently , how to show the floder again? Nowhere I can find the hided report floder...

    • To print Multiple delivery notes in batches

      In Zoho Books, we can print a Delivery Note from an Invoice using the Print Delivery Note option, but it is non-editable and always prints all line items from the invoice. Our requirement is to deliver invoiced items in batches and print delivery notes

    • Converting Customer Invoice to Purchase Bill

      Hi, In my service-based business, I sometimes create the customer invoice first, and later I receive the purchase bill from the vendor for the same job. Is there any option in Zoho Books to: Convert a customer invoice into a purchase bill, or Link/associate

    • Email tracking inquiry

      I am trying to track when my emails are opened and clicked like I previously did in HubSpot. HubSpot pretty much did the entire process automatically. After digging through, I finally found in settings --> emails --> BCC Dropbox there is an email I can

    • Mass Update of Lookup Fields not possible

      Hello List I've created a custom field for Leads and Contacts 'Current Campaign'. This is very Handy as I can filter leads and then related them to a campaign. Everything ready, but then I realized that mass update doesn't work for lookup fields... a

    • How to apply customized Zoho Crm Home Page to all users?

      I have tried to study manuals and play with Zoho CRM but haven't found a way how to apply customized Zoho CRM Home Page as a (default) home page for other CRM users.. How that can be done, if possible? - kipi Moderation Update: Currently, each user has

    • Blueprint transitions on locked records

      We use the ability to automatically lock records (quotes, sales orders, etc.) based on criteria, such as stage. For instance, if a quote has been sent to a client, the quote is then locked for further edits. Our ideal quote stage process is: Draft>Sent>Won.

    • Collapsible Sections & Section Navigation Needed

      The flexibility of Zoho CRM has expanded greatly in the last few years, to the point that a leads module is now permissible to contain up to 350 fields. We don't use that many, but we are using 168 fields which are broken apart into 18 different sections.

    • Quick Create needs Client Script support

      As per the title. We need client scripts to apply at a Quick Create level. We enforce logic on the form to ensure data quality, automate field values, etc. However, all this is lost when a user attempts a "Quick Create". It is disappointing because, from

    • Instant Messaging Update | Now migrate your WhatsApp Business phonenumber from another BSP to Zoho Desk | Dec'23

      Hi All, Everything seems to move at lightning speed these days, and time is certainly flying by for the IM team. But we are delighted at how much ground we covered this year. 🚀 For one, we enabled WhatsApp business phone number migration so that you

    • Zoho Books Items Categorisation/Grouping/Folder

      Is there a way to do items categorisation? a folder structure? Product Type A - Option 1/2/3 Product Type B - Option 1/2/3 Current problem : I have more than 50 items on the list, its hard for team to navigate.

    • Change of Blog Author

      Hi, I am creating the blog post on behalf of my colleague. When I publish the post, it is showing my name as author of the post which is not intended and needs to be changed to my colleague's name. How can I change the name of the author in the blogs?? Thanks, Ramanan

    • Ticket layout based on field or contact

      Hi! I want to support the following use-case: we are delivering custom IT solutions to different accounts we have, thus our ticket layouts, fields and languages (priority, status field values should be Hungarian) will be different. How should I setup

    • No funcionan correctamente el calculo de las horas laborales para informe de tickets

      Hola, estoy intentando sacar estadísticas de tiempo de primera respuesta y resolución en horario laboral de mis tickets, pero el calculo de horas en horario laboral no funciona correctamente cree los horarios con los feriados : Ajusté los acuerdos de

    • Sharing URLs and direct access

      Hello, I am storing my team's email signature images on Workdrive. I am creating a public image download share and adding “?directDownload=true” so that the image can be accessed without the Workdrive interface. A few questions: 1) Can we generate friendly

    • Zoho Mail Android app update: Set out of office response exclusively for organization members and external users, response interval

      Hello everyone! We have now introduced an option to configure out of office messages exclusively for organization members and external users within the Zoho Mail app. Additionally, now you can also customize response intervals for the Out of office messages.

    • Global Search placement in the new UI

      Having a hard time with the global search placement in the UI redesign. Surely I can't be the only one. Previously global search placement was perfect. A bar at the top/center of the page. Exactly where you would expect it to be. Since the new UI has

    • Cliq iOS can't see shared screen

      Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? Regards

    • Next Page