Creating automations

Creating automations

Plan

Free and Professional

User Permissions

Manager

Platform

Web, Android, & iOS


Automations simplify routine tasks with a simple trigger and action logic.

Triggers
A trigger is the event that starts the automation. There are two triggers in Zoho Tables:

  1. When a record is created

    1. Choose the When a record is created trigger to initiate the automation whenever a new record is created by a form submission, empty record creation, or data duplication.

  2. When a record is updated:

    1. Choose the When a record is updated trigger to initiate the automation.

    2. Choose the table where the trigger event happens.

    3. Apply conditions that will trigger the automation. (e.g. 'Status' 'is any of' 'Ready for Review') 

Actions

Actions are the tasks or operations that happens after the trigger is initiated. There are three actions in Zoho Tables' automation:

  1. Send an email

    1. Choose Send an Email to notify users when a trigger event happens.

    2. Configure the email by filling out the recipients, subject, and email content. You can also include fields from the table by clicking the + icon.

    3. Click Activate to activate the automation.

  2. Create record

    1. Choose Create record to create a record in a table when the trigger event happens.

    2. Choose the table in which you want to create the record.

    3. Click the + icon to choose the fields from the trigger table whose values need to be added to the chosen table in the actions part.

    4. Click + Choose fields to choose additional fields to update.

  3. Update record

    1. Choose Update record to update a record in a table when the trigger event happens.

    2. Choose the table in which you want to update the record.

    3. Click the + icon to choose the fields from the trigger table whose values need to be updated to the chosen table in the actions part.

    4. Click + Choose fields to choose additional fields to update.

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