Automation Credits
Automation in Zoho Projects simplifies project management by automating repetitive and rule based work processes in projects, tasks, time logs or user management. It enables real time updates, monitored deadlines, and timely user notification.
In Zoho Projects, using the Automation functionality, users can create Workflow Rules, Macro Rules, and Blueprints. Each automation, whether project's or task's, time log's or user's, utilises a credit to be executed. The number of credit allotted to a portal varies from plan to plan.
Credits as per subscription plan:
Earlier, automation actions were supported only in Enterprise plan. Now with credits, it will be available for all plans. Below are the Credits availability details as per each plan.
Free | Premium | Enterprise | Ultimate | |
Automation Credits (workflow rules, macro rules, blueprint, webhooks, schedule function and custom functions) | 50 credits/ month | 500 credits/ month | 50000 credits/ month | 500000 credits/ month |
The credit limit for each plan is a combined limit for all Automation action. It includes workflow rules, macro rules, blueprint, webhooks, schedule function, and custom functions across all modules. However, it does not include Zoho Flow Actions.
The credits reset every month based on UTC (Coordinated Universal Time). Admins or users can set threshold for credits to receive notifications.
In case of exhausted credits, users can wait for the monthly credit reset or upgrade their plan. Unused credits do not get carried forward to the upcoming month credit balance.
View Credits
Credits details can be viewed from the Credits page in Setup.
- Click the
icon on the top right side of the screen.
- Select Automation, then Credits under it and select Automation Credits tab. Credits usage, availability details, and reset date can be viewed on the Manage Credits tab. The Notification tab can be used to set credit usage notification.
Additional Credits for Automation
Ultimate plan users can opt for additional automation credits to execute automation rules when their monthly free credits are exhausted. The charges are $2 per 1000 used credits/month. The additional charges only get included in the invoice when they sum up to $100.
For instance, if a user adds 15000 additional credits in a month, and uses only 10000, the charges will be $20 for 10000 used credits but the amount will not get added to the monthly invoice. Only when the amount reaches $100, it gets added to the current monthly invoice to be charged.
- Unused Credits do not get charged in the invoice but show up in the balance for unused credits.
- Free, Premium or Enterprise plan users, need to upgrade their plan to avail extra automation credits. Ultimate plan users can add additional credits in addition to monthly free credits from the Automation Credits page in Set up.
- Additional used credits will be charged from 1st September 2026 as and when the charges sum up to $100.
Add Additional Credits
- Navigate to Set up > Automation > Credits > Automation Credits > Manage Credits.
- Enter the number of additional credits you want to add, in the Additional Credits field.
- Click Update.
Set Notification
- On Automation Credits page go to Notification tab.
- Select the Notification Type, Email or In Product.
- Add Notification Recipients.
- Set a Credit threshold percentage for notification. Multiple Threshold value between 50 and 100 can be added.
- Click Update.
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:
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
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
Project Automation
Project Automation allows the user to automate routine tasks, and applies rules for repetitive functions. With Workflow Rules, you can define conditions and actions to automatically trigger specific actions based on predefined criteria. This helps in ...Phases Automation - Concept
Phases automation in Zoho Projects simplifies project management by automating routine processes in phase lifecycle, and connecting your projects with other applications. Use Cases Software Development: When a development phase is marked "Complete," ...Time Log Automation - Concept
Time Logs automation in Zoho Projects simplifies project management by automating routine processes associated to time logs. Use Case Professional Services: A consulting firm uses Zoho Projects to track billable hours. When a time log is submitted, a ...Zoho Flow Integration
Zoho Flow Integration enables Projects' users to integrate, automate, and connect their projects, tasks, phases, and time logs directly to required third-party applications. It provides a predefined set of actions that helps users setup the ...CodeX Credits
CodeX credits allows admins to monitor and analyze the number of CodeX script executions in Zoho Projects. Each time a script is executed, it uses one credit. Credits are allocated based on the organizations' subscription plan and will reset every ...
New to Zoho LandingPage?
Zoho LandingPage Resources