Tip #12: Automate recurring activities using Schedules in Orchestly

Tip #12: Automate recurring activities using Schedules in Orchestly



Until now, custom functions in Orchestly are triggered from Blueprints and Business Rules based on transitions or updates performed in jobs. To widen the scope of custom functions and enable users to trigger functions independently, without relying on the actions performed in Jobs, we’ve introduced Schedules.  

Schedules are used to trigger custom functions periodically or at defined time intervals, viz. weekly, monthly, and yearly.

Let us consider a real-time scenario where schedules can be used. Say, your organization conducts internal audits every month. To initiate the audit, the tech-security team creates a job in Orchestly with the audit details. Since this job is created every month, it is a recurring activity.
 
To automate this recurring activity, we can script a custom function and predefine the audit details in it. This function can later be configured in Schedules and set to be triggered on a specific date every month. 



Similarly, custom functions can be scheduled to generate:
  • Daily customer ticket logs 
  • Daily timesheets and reviews
  • Weekly issue resolution status
  • Weekly customer engagement stats
  • Monthly target achievement reports and
  • Periodical data sync
 
Note: Schedules is a beta feature and hence will not be available for all our users. If you’d like to try it out, drop an email to us and we would be very glad to enable beta access for your account. 
 
Let us know how Schedules helps your organization automate functions. Visit our help center to get detailed insights into Orchestly’s features. Developers could also benefit from our API and Extension Development guides.  


    • Sticky Posts

    • Tip #21: Increase user engagement using dynamic email content and attachments in Orchestly

      Businesses often send out bulk emails like weekly newsletters, monthly event updates, promotional emails, surveys, beta access emails, product reviews, seasonal greetings, and so on. Even as the gist of these emails remain constant for all recipients, personalizations capture the audience’s attention and help brands connect with them.   Orchestly’s email templates allows you to draft and send dynamic emails with personalized content and attachments to internal and external users. Email templates
    • Qntrl's 2023 year in review

      This year has been all about analyzing our customer feedback and building a resilient and solution-driven product from it. As a result of this work, we're happy to announce that a whole new version of Qntrl is getting ready for release soon. This new
    • Tip #61: 5 different ways to create Cards in Qntrl

      Qntrl supports an array of features that covers everything required for business orchestration, from process automation to business advancement. Cards, being the elemental feature of Qntrl, record all the details of a particular task from the beginning
    • Tip #17: Stay informed of significant business impact using Orchestly

      With remote working becoming the new norm, leaders across sectors need to stay updated of their business performance in the market to aid business decisions. Instead of awaiting virtual meetings from sales and finance heads to put forth the business status, organization leaders can themselves dig into the system to keep an eye on their revenue generating customers or set up notifications to monitor major updates.   Orchestly recognizes such requirements and provides adaptable solutions for all business
    • Onboard faster with Orchestly's Tutorials

      We are actively rolling out new learning materials to assist our customers onboard at ease and automate their processes effortlessly. On that front, we recently launched Tutorials for Orchestly.   Tutorial is a step-by-step guide to help users familiarize the concepts of Orchestly and automate simple processes right from scratch. We’ve documented 3 such business processes viz. Order Manufacturing, Product Implementation, and Change Management.   We're looking forward to document more customer-centric
    • Recent Topics

    • Tablet Pencil + Fillable Form

      Hi There, I just started using Zoho Writer Forms for our team on iOS. I noticed that some functions support 'scribble' or tablet pens and some do not. Is there a function I am missing where any text field can support 'scribble' or handwriting/printing
    • Announcing new features in Trident for macOS (v.1.10.0)

      Hello everyone! Trident for macOS (v.1.10.0) is here with major features and enhancements to elevate your workplace communication and productivity. Let's take a quick look at them. Create tasks from emails. In addition to creating tasks from selected
    • Journey : "Added to segment" trigger doesn't work automatically

      Hello, I’m experiencing an issue with our Marketing Automation 2.0 integration with Zoho CRM. We have multiple segments defined in Marketing Automation, each with criteria based on field values synced from Zoho CRM. If a field value changes in Zoho CRM,
    • Two way sync Zoho Mail and Bookings

      Hi, I know it’s possible to view Bookings appointments in Zoho Mail, but is there a way to see my Zoho Mail meetings in the Bookings calendar?
    • Assistance Required: Email Configuration Issues for Domain clearskyaerials.net

      Dear Support Team, I am experiencing issues with my email configuration after linking my domain, clearskyaerials.net, to Zoho Mail. I followed the DKIM setup guide and successfully configured it. While I can now send emails, I am unable to receive them.
    • How can I bulk import product images to Zoho crm.

      How can I import product images to Zoho crm within bulk imports. I am using an excel sheet or csv and want to include an image (via URL) for each product. This topic is the closest I have found to a solution but I need further help to implement it: https://help.zoho.com/portal/en/community/topic/import-file-upload-and-image
    • Can't send mail Reason:554 5.1.8 Email Outgoing Blocked.

      I send messages to my clients for my agency to my targeted clients last night I got (Unable to send message;Reason:554 5.1.8 Email Outgoing Blocked) this warning. Now I can't send mails. Please fix this issue.
    • erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido

      Olá, não consigo enviar ou receber e-mails, pois mostra uma mensagem de erro 553 retransmitindo e-mails não permitidos devido ao domínio ou algo parecido.. Por favor, ajude-me a corrigi-lo. Obrigado.
    • How do I go to new form after using deluge button?

      I have (Form1) - [Report1] (Form2) - [Report2] I have created a button which appears on [Report1] which creates a new record for [Form2] using data from [Form1]. I have the script working well, it pulls the needed information from Form1 and builds a new
    • smtppro.zoho.como eror

      En nuestras cuentas de empresa desde hace unos dias estamos experimientando problemas con los correos IMAP outlook, generando un error en el smtppro.zoho.com 465 /SSL Todo estaba trabajando bien y sin problemas. Alguien mas con el mimo problema y/o encontró
    • Outgoing Email blocked

      Hi Support Team, My outgoing emails has been blocked, Appreciate your help to unblock it. Hartron Trade
    • How do I stop getting notified about upgrading to Upgrade now and save big!

      How do I stop getting notified about upgrading to Upgrade now and save big! There is no way to clear this notification, and EVERY Day I get alerted to upgrade, but there is no permanent way to dismiss this alert! How can I permanently dismiss this a
    • Sheet view ignores layout rules / How to restrict fields in sheet view

      Hi Problem 1: When editing records in sheet view, layout rules are ignored. This is a problem, because it allows users to ignore some mandatory fields (mandatory in a Layout Rule). (Mass Update does not allow updating of fields with Layout Rules, so why
    • Portal users embed access

      So I have a page with a form, and two reports on either side. The reports are embedded as html snippets. So basically, it's set up that when I select a material from the form lookup field, it reloads the report embeds but filters the records with the
    • Importing Accounts with Parent Accounts

      I would like to import accounts that contain parent accounts.  I see a Parent Account but do not see a Parent account number in the Zoho fields and will need this to make sure the correct unique parent is imported. Can you help explain how to accomplish this?
    • Merge item

      As a follow up on a request point raised 7 years ago I would like to submit an official request to enable a "merge item" option. Discussion: https://help.zoho.com/portal/en/community/topic/merge-items submitted by user 4001007559351 Our business has several
    • Canvas Fit to Screen

      Hi, is it possible to have the Fit to Screen tickbox unmarked as a default?
    • Duplicate Zoho Invoices and Sales Receipts

      We have been running into an issue where upon saving an invoice or a sales receipt, we get a duplicate: same information saved twice but with a different invoice id/number and sales receipt id/number. I have logged a ticket but so far no response. It
    • Banking - User Roles - Access To Single Bank Account

      Hi, We have different locations with each location having a specific bank account for Expenses/Etc... Can you please confirm on whether it's possible to give a user (non accountant), specific access to only a single bank account as opposed to all accounts
    • Zoho Account search not finding account even thought account is created

      Hi Over the last week I cannot find a account on a lookup field, the account exists as when I check in the module its there. Any lookup filter, in a lookup field fails to find the appropriate account, im not sure if you have a Regex issue but its clearly
    • How to send an alert when there have been no leads for 2 days

      Hello, I want to be alerted when there have been no new leads created for, say, 2 days. It seems like it should be a simple thing to achieve but I'm struggling. I tried asking Zia and this was the answer, but it doesn't fit what I'm seeing on the workflow
    • How to get bulk write to work as expected

      I need to move data from our systems into Zoho. I have created a sandbox to test the usage of migrating our data to Zoho and confirmed everything worked there. When attempting to do the same with our production CRM I was met with an error saying Zoho
    • Zoho Sign embedded iframe

      Hello, we are looking for any of these options: a) some iframe that we can paste into our website for every signer, for onpage signing document. b) or get direct link for signers from Zoho sign API which we can redirect manually. Is any of these options
    • SEO recommendation of H1 tag for website tittle

      The exact words are “ It is good practice to place the page title inside the H1tag.” Now I already have one H1 tag on my website but it is not website tittle. In the SEO recommendation that is clear too that I have h1 tag on my page. Now I don’t know
    • SIGNATURE FIELD INSIDE CRM MODULE

      I need to have a signature field inside CRM MODULE This can be used into my Post Sales Module that i´ve created to make Meetings Summary I need my client to sign this Meetings Summary during my visit and that ain´t possible with Zoho crm I know we have
    • email and username change

      HI, I'd like to change my email and username for my zoho store, please help me on this issue.
    • "Extra keys limit has exceeded"

      Hello, Has anyone encountered the below message before in a workflow log failure: "Update Record Response is {\"code\":52,\"message\":\"Extra keys limit has exceeded\"}" The script is supposed to generate an invoice for a deposit when a deposit payment
    • 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.
    • use of comma as a decimal separator

      Hello, I wish to find a way to customize the number format for my proper use. I have to use french data, where the "," is used as the decimal separator : for example the french way to write "3.99�" is "3,99�" Is it possible to do it in Zoho Sheet ? If this is not actually the case, I'd love this feature to be implemented !
    • Ability for customer to give feedback after receipt of an order

      Is there any way we can receive feedback from customers regarding their order after delivery (other than just an email, obviuosly)? This is not the same as product reviews, as it may concern other points, but would ideally have an inbuilt reference to
    • Zoho meeting api not working in trial version

      I have and free trial meeting access. When i have tried to create a authentication code for meeting it shows Invalid OAuth Scope error. My code: $client_id = 'client_id'; $redirect_uri = 'site_url'; $scope = 'ZohoMeeting.organize.CREATE,ZohoMeeting.organize.READ';
    • Why is Nordic No Longer Available as a Translation Service for Email

      I routine receive email in Nordic but now it has been removed from the list of available translations. Why?
    • Create WorkDrive Folder with specific Sub-Folders when new Zoho CRM entry in "Accounts" Module

      So, my flow creates a WorkDrive Folder in the required Team Folder, but I want the same flow to create four Subfolders within the new folder. Man, Woman, Boy & Girl sub-folders I was looking at this below but how do I identify the new Parent folder as
    • Live webinar: 2024 recap of Zoho Show

      Hello all, 2024 has been an incredible year for Zoho Show! We've listened to your feedback and worked continuously to strengthen the tools you use to create, collaborate, and deliver presentations. From rolling out new features to enhancing existing ones,
    • Changing Customer Currency

      It seems so silly that you can't change a customer's currency after a transaction is recorded. We work with companies all over the world and sometimes they might request an invoice in a different currency. To do this I have to create another customer
    • Bulk payment of bills from multiple vendors

      Is there a way to pay multiple vendors bills in one transaction?  It appears that you have to deal with each one as a seperate transaction.  Is there a way to export the transactions to the bank using an ABA file?
    • WorkDrive API Documentation

      WorkDrive provides users and developers an extensive set of APIs to help integrate functionalities of Zoho WorkDrive with other Zoho applications and third-party tools. We have published the official WorkDrive API Documentation page for all external users.
    • Record Asset Received as Payment

      How exactly would you account for this in books? For example, I receive a mini computer for a review and I get to keep it after the video is published. Would debit my normal asset account (e.g. Computers) and credit an income account (e.g. Other Income).
    • Line_Items not appearing in invoice arrays

      When i use the Zoho API to pull an invoice, it doesnt show the Line_items array... In the documentation it shows that it should appear but it does not. Is there any way to fix this?
    • Active Customer List 2024

      Hello everybody, i am just a beginner :) how can i create a customer list of all active customer in 2024? Active customer means, all customers, who received an invoice in 2024 of us. Just tried already in CRM. Can i do that also in ZOHO books? I am looking
    • Next Page