Associating Actions

Associating Actions


The
Email Notification, Webhook, and Custom Function actions created in the application can be associated with categories such as Alarm Rules, Workflows, and Notification Profiles to automatically trigger the actions based on certain conditions. For instance, it ensures that any threshold breach or device failure can immediately be notified (via email), trigger actions (via webhooks) or execute custom functions. 

Associating Action with Alarm Rule 

To associate with the alarm rule:
1. Follow the steps provided in the Creating Alarm Rule Templates or Alarm Rules to create an alarm rule template or alarm rule, respectively. Else, edit an existing alarm rule.
2. Traverse to the Configure Actions section.
3. Click Add Actions against Configure Actions.
4. Select Email Notification, Webhook, or Custom Functions from the drop down list.
5. Select the checkbox against the action you want to associate, then click Associate.



Associating Action with Notification Profile 

To associate with the notification profile:
1. Follow the steps provided in the Configuring Notification Profiles to create a notification profile.
2. Traverse to the Configure Actions section.
3. Click Add Actions or Edit Actions against Configure Actions.
4. Select Email Notification, Webhook, or Custom Functions from the drop-down list.
5. Select the checkbox against the action you want to associate, then click Associate.
 



Associating Action with Wokflow Rule

To associate with the workflow rule:
1. Follow the steps provided in the Configuring Workflow Rules to create a workflow rule.
2. Traverse to the Actions section.
3. Click Add Actions or Edit Actions against Configure Actions.
4. Select Email Notification, Webhook, or Custom Functions from the drop down list.
5. Select the checkbox against the action you want to associate, then click Associate.
 

 
See Also


    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 CRM Training
        Redefine the way you work
        with Zoho Workplace

          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 CRM Training

            Create, share, and deliver

            beautiful slides from anywhere.

            Get Started Now


              Zoho Sign now offers specialized one-on-one training for both administrators and developers.

              BOOK A SESSION






                          Quick Links Workflow Automation Data Collection
                          Web Forms Enterprise Begin Data Collection
                          Interactive Forms Workplace Data Collection App
                          Offline Forms Customer Service Accessible Forms
                          Digital Forms Marketing Forms for Small Business
                          HTML Forms Education Forms for Enterprise
                          Contact Forms E-commerce Forms for any business
                          Lead Generation Forms Healthcare Forms for Startups
                          Wordpress Forms Customer onboarding Order Forms for Small Business
                          No Code Forms Construction RSVP tool for holidays
                          Free Forms Travel
                          Prefill Forms Non-Profit

                          Intake Forms Legal

                          Form Designer HR

                          Card Forms Food
                          Assign Forms Photography

                          Translate Forms Real Estate
                          Electronic Forms

                          Notification Emails for Forms Alternatives
                          Holiday Forms Google Forms alternative 
                          Form to PDF Jotform alternative





                                            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.




                                                Manage your brands on social media

                                                  Zoho Desk Resources

                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                    Zoho Marketing Automation

                                                      Zoho Sheet Resources

                                                       

                                                          Zoho Forms Resources


                                                            Secure your business
                                                            communication with Zoho Mail


                                                            Mail on the move with
                                                            Zoho Mail mobile application

                                                              Stay on top of your schedule
                                                              at all times


                                                              Carry your calendar with you
                                                              Anytime, anywhere




                                                                    Zoho Sign Resources

                                                                      Sign, Paperless!

                                                                      Sign and send business documents on the go!

                                                                      Get Started Now




                                                                              Zoho TeamInbox Resources



                                                                                      Zoho DataPrep Resources



                                                                                        Zoho DataPrep Demo

                                                                                        Get a personalized demo or POC

                                                                                        REGISTER NOW


                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now









                                                                                                              • Related Articles

                                                                                                              • Understanding Actions

                                                                                                                In an IoT setup, you may have to trigger various actions, such as sending notification emails to relevant personnel, connecting to a third-party URL via. webhook, or executing custom business logic on certain conditions. These actions are generally ...
                                                                                                              • Associating a record with a managed entity

                                                                                                                Records created for a custom module can be linked to managed entity instance (devices, assets, or locations). This is done by selecting the appropriate record in their corresponding field. A lookup field for the default custom modules is available in ...
                                                                                                              • Associating a data slicing rule to users

                                                                                                                A data slicing rule can be associated with one or more users added in the application. To associate a data slicing rule with user(s), Access the End Application. Click the Settings icon in the top right corner. Click on Data Slicing Rules under the ...
                                                                                                              • Associating a user defined device product

                                                                                                                Once a user defined device product is created, you can then associate it with the appropriate device model. All Device operations require necessary permissions. Refer User Profiles document for more details. To associate a custom device product to a ...
                                                                                                              • Working with Notification Profiles

                                                                                                                Notification Profile actions can be triggered based on various conditions. This document provides steps to create and automate notification profile actions under the Notification, Escalation, and Clear action sections. Refer to the Understanding ...
                                                                                                                Wherever you are is as good as
                                                                                                                your workplace

                                                                                                                  Resources

                                                                                                                  Videos

                                                                                                                  Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                  eBooks

                                                                                                                  Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                  Webinars

                                                                                                                  Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                  CRM Tips

                                                                                                                  Make the most of Zoho CRM with these useful tips.



                                                                                                                    Zoho Show Resources