You can set up a schedule to send automated emails, email data of the report as attachments, send meeting details to employees, installation reminders to the customers after product delivery, birthday wishes, project deadlines based on the date fields in your form. Also, you can fetch information from other services, such as tracking event attendee information from third-party apps every week, update lead information in the CRM system periodically etc.
There are two instances in which you can trigger a schedule in Zoho Creator. They are:
You can create a schedule and add actions to it. When the schedule is triggered, it invokes the associated actions. Additionally, you can set criteria to run the action only for selected records in your form.
The actions that you can perform on a schedule are listed below:
For records inserted using Deluge script the schedules will be triggered but the On Success scripts will not be triggered.
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