Create workflow rules based on notes | Public Early Access 2023

Create workflow rules based on notes | Public Early Access 2023

Dear All,
We're here with an enhancements for Workflow rules. You can now configure rules to trigger based notes in your records. 
This is available on a public early access mode, which means this feature will be enabled for you upon request. We eagerly look forward to your feedback. Do try it out and post your feedback as comments here. To request for trying this feature, kindly fill this form.
Now, 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 in our help doc.
To submit your request for this feature, kindly fill this form.

            Zoho Marketing Automation

                      Zoho Pagesense Resources

                        Zoho SalesIQ Resources

                              Zoho TeamInbox Resources

                                Zoho DataPrep Resources

                                  Zoho CRM Plus Resources

                                    Zoho Books Resources

                                      Zoho Subscriptions Resources

                                        Zoho Desk Resources

                                          Zoho Projects Resources

                                            Zoho Sprints Resources

                                              Qntrl Resources

                                                Zoho Creator Resources

                                                  Zoho WorkDrive Resources

                                                    Zoho Campaigns Resources

                                                      Zoho CRM Resources

                                                            Design. Discuss. Deliver.

                                                            Create visually engaging stories with Zoho Show.

                                                            Get Started Now