To create a stage automation:

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

                 

                                                                  

                    

                                                          

Permissions:

Automation rule limits

1. Bigin Free - 3
   
2. Express - 30
   
3. Premier - 50
   
4. Zoho One - 50