Create workflow rules based on notes

Create workflow rules based on notes

Last modified on 17/04/2023: Creating Workflow rules based on notes is now available for all Zoho CRM users in all DCs. Note that it was an early access feature available only upon request. As of April 13, 2023, it is rolled out for al Zoho CRM accounts. Find out more about Workflow Rules in our help doc.

Dear All,
 
We're here with an enhancements for Workflow rules. You can now configure rules to trigger based notes in your records. Let's have a look at the changes in detail.

Workflow for Notes 

You can now execute workflow rules based on notes. The rules can be triggered when a note is added, added or modified, just modified, or a note is deleted.

For each action, you can further set additional conditions to segregate specific notes for triggering the rule. You can select whether the rule should be triggered for all records in the module, or specific records meeting certain conditions.

Each note comes with certain attributes like created by, created time, note content, etc. You can either choose to trigger the workflow for all notes for the chosen records, or you could set up conditions based on the note attributes to select specific notes.
 
For example, let's say you want the workflow to be executed for all leads when the note contains the word Discount as content.

Here is the list of note attributes considered for creating workflow rules:
  • Created by
  • Created time
  • Modified by
  • Modified time
  • Note content
  • Note owner
  • Note title

That's all about the enhancement. Read more about configuring workflow rules based on notes in our help doc.
 
Thanks!


    Access your files securely from anywhere

        Zoho Developer Community




                                  Zoho Desk Resources

                                  • Desk Community Learning Series


                                  • Digest


                                  • Functions


                                  • Meetups


                                  • Kbase


                                  • Resources


                                  • Glossary


                                  • Desk Marketplace


                                  • MVP Corner


                                  • Word of the Day



                                      Zoho Marketing Automation


                                              Manage your brands on social media



                                                    Zoho TeamInbox Resources

                                                      Zoho DataPrep Resources



                                                        Zoho CRM Plus Resources

                                                          Zoho Books Resources


                                                            Zoho Subscriptions Resources

                                                              Zoho Projects Resources


                                                                Zoho Sprints Resources


                                                                  Qntrl Resources


                                                                    Zoho Creator Resources



                                                                        Zoho Campaigns Resources


                                                                          Zoho CRM Resources

                                                                          • CRM Community Learning Series

                                                                            CRM Community Learning Series


                                                                          • Kaizen

                                                                            Kaizen

                                                                          • Functions

                                                                            Functions

                                                                          • Meetups

                                                                            Meetups

                                                                          • Kbase

                                                                            Kbase

                                                                          • Resources

                                                                            Resources

                                                                          • Digest

                                                                            Digest

                                                                          • CRM Marketplace

                                                                            CRM Marketplace

                                                                          • MVP Corner

                                                                            MVP Corner





                                                                              Design. Discuss. Deliver.

                                                                              Create visually engaging stories with Zoho Show.

                                                                              Get Started Now