What are instant and schedule actions in business rules?| FAQs | Qntrl

What are instant and schedule actions in business rules?

Once a criteria is set in a business rule , you can configure two different action sequences .

Instant Actions are triggered instantly once the criteria for a business rule is met .

Schedule  Actions  are  triggered at  the  scheduled time after  the criteria for  a business rule is  met



    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









                                            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

                                                                                                              • Why should I set criteria in business rules?

                                                                                                                Setting criteria   allows you to filter cards based on a condition and execute instant or scheduled actions based on that criteria.  For example, when a card is not assigned to any one , the card should automatically be assigned to the requestor's ...
                                                                                                              • Manage Business Rules

                                                                                                                What is a business rule? A business rule helps you trigger an event or a chain of automated events, when a defined action occurs in a card. For example, when a card's  assignee field  is updated, you might want to change the card's  supervisor field ...
                                                                                                              • What are business rules?

                                                                                                                Business Rules   are specific criteria set to trigger events when an action that occurs in the card  meets the criteria.  The triggered events are action sequences to Send Email, Update Fields, Configure Webhooks, or Associate Custom Functions. For ...
                                                                                                              • What is the difference between instant and schedule actions?

                                                                                                                The After Transition allows you to configure two different action sequences to be executed once a transition is complete.      Instant Actions in the After Transition tab allows you to trigger action sequences instantly after a transition. Schedule ...
                                                                                                              • Overview of Qntrl

                                                                                                                Every business runs on hundreds of processes, and with technology improving every day, most of those operations are still performed manually. Take the case of Helen, the head designer at her company. Helen and her team handle brochure, UI icon, and ...
                                                                                                                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