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.

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.

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