Workflow Rules:
11.Why did my scheduled workflow action fail, while the instant action worked?
Scheduled actions fail if the record no longer meets the workflow conditions at the scheduled time. The system re-validates the record before executing.
12. Why didn’t my workflow trigger during import, even though I enabled automation?
- Confirm that the Trigger automation while importing option was checked.
- If the records already satisfy the workflow conditions at import, the rule will be skipped.
13. Why is my stage automation not creating connected records?
Check if the pipeline module has unique fields. If duplicates exist, Bigin will block the connected record creation, even across sub-pipelines.
- The unique fields can be checked from the Bigin -> Settings -> Fields -> Click on Pipeline Fields. On this page, all fields along with the unique will be shown.
- The unique fields can be checked from the Bigin -> Settings -> Fields -> Click on Pipeline Fields. On this page, all fields along with the unique will be shown.
14. Why did my workflow stop sending emails after 550 triggers in one day?
Workflow emails are subject to daily limits based on subscription edition. Refer to the official help link for edition-based limits.
15. Why are my workflow rules not triggering for records updated via APIs or third-party tools?
Workflow rules in Bigin will only trigger if the automation trigger option is enabled in the API integration or connected app. Without this, updates bypass workflow automations.
16. Why didn’t my workflow trigger when a field contained the value “1,000 to 10,000”?
- In single-line fields, commas are treated as separators.
- Use the format 1\,000 to 10\,000 (escaping the comma) to ensure the workflow treats it as a single value.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Workflow Rules
Why did my scheduled workflow action fail, while the instant action worked? Scheduled actions fail if the record no longer meets the workflow conditions at the scheduled time. The system re-validates the record before executing. Why didn’t my ...Workflows: Automate repetitive actions
Automate your business processes and reduce the risk of human error with Bigin's workflows that execute repetitive actions based on specific conditions. You can automatically assign tasks, send emails, update fields, and add tags to records when they ...Workflows
Workflows in Bigin help you streamline your business process by automating repetitive actions when a specific criteria is matched. You can automatically assign activities, send emails, update fields, change owner, create records and add tags to ...Pipelines, Sub-Pipelines, Stages and Stage Transition Rules
1. What are Team Pipelines in Bigin? Team Pipelines are multi‑dimensional pipelines that let you manage different business processes (e.g. sales, service, refunds, testimonials) in the same Bigin account. Each pipeline can have its own set of fields, ...Stage Transition Rules
Team Pipelines play an integral role in your business by helping you visualize business operations stage by stage. For example, sales reps gather data at different stages of the sales pipeline, some of which is key to closing the deal. It's not ideal ...
New to Zoho LandingPage?
Zoho LandingPage Resources