Triggers types in Zoho Tables automation

Triggers types in Zoho Tables automation

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


Triggers in Zoho Tables are automated conditions that start a workflow when certain events occur. As of now, Zoho Tables supports four types of triggers:


When a record is created  

This trigger activates immediately after a new record is added to the table.

Examples

  • Send a welcome email when a new customer record is added.

  • Auto-assign a default status or owner when a task is created.

  • Log record creation in an audit trail or activity tracker table.


When a record is updated  

This trigger runs whenever an existing record is modified, either manually or through automation.

Examples

  • Notify the team when a task status changes to Completed.

  • Update dependent fields when a priority or category is changed.


When a record enters a view  

This trigger activates when a record starts to meet the conditions of a specific view—meaning it wasn't in that view before, but now it is.

Examples

  • Automatically notify or tag a record when it meets High Priority filter criteria.

  • Trigger an email alert when a record enters a Delayed view based on date fields.

  • Launch follow-up actions when a record qualifies for a Ready for Review view.


Run on a schedule  

This is a time-based trigger that runs at a fixed interval or on a specific schedule.

Examples

  • Send daily reminders for overdue tasks.

  • Run weekly reports on active projects.

  • Perform batch updates.

 

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