Zoho Tables | Actions | Knowledge Base

Actions
Include a field summary in an email or Zoho Cliq message
The 'Add Field Summary' feature allows you to dynamically insert aggregated data from your table into email or message content. If you're a sales manager aiming to report the total revenue from successful deliveries each month, you can automate this ...
Include records in an email or Zoho Cliq message
The 'Find and Include Records' feature allows you to dynamically insert data from your table into email or message content. If you're a sales manager wanting to send detailed reports of successful deliveries on a monthly basis to your management ...
Sending Zoho Cliq Message
Plan Free (3 active automations per base) Professional (25 active automations per base) User Permissions Portal Owner, Portal Manager, Workspace Manager, Workspace Editor, Base Manager, and Base Editor Platform Web This action allows you to send a ...
Update a record
This action allows you to update the existing records in your base when the trigger event occurs. In the below example, as part of our job delegation process, we want to update the department manager's name based on the assignee's job type. Choose a ...
Create a record
This action allows you to create a new record in your base when the trigger event occurs to perform the automation. In the below example, as part of our content creation process, we have a table consisting of all the content that needs to be reviewed ...
Send an email
This action allows you to send an email to the selected email addresses when the trigger event occurs to execute the automation. In the example below, an email is sent to the digital marketing manager every time a post is published. Choose a trigger ...

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