What is Zoho Tables Automation?

Zoho Tables Automation is a powerful feature that helps you eliminate repetitive tasks and processes by setting up "automation" triggered by specific events or conditions that streamline your workflows. In turn, tasks become more efficient, accurate and faster.

For instance, suppose you are a project director who wants to oversee all the company projects and be informed every time the team adds a new project. In that case, you can use automation to send an email whenever a new project is added to the base and stay in sync with what is happening without manually checking in now and then. With your busy schedule, this will save you time.

Streamline your business processes through a simple trigger and action logic with a click of a button.

What is a Trigger?

Triggers are scheduled events that allow automation to look out for an action to take place. Zoho Tables offers three types of triggers:
1) When a record is created

2) When a record is updated

What is an Action?

An action is a task performed automatically in response to a trigger. Zoho Tables offer three types of actions:
1) Send Email

2) Create record

3) Update record

Automation Permissions

Base Director, Base Manager and Base Editors can setup, configure, duplicate, rename, delete and edit the automation.

Base Viewers can only view the automation that has been setup.

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