Welcome to Portal
Plan | Free and Professional |
User Permissions | Manager |
Platform | Web, Android & iOS |
Automation simplifies routine tasks with a simple trigger and action logic.
Trigger
Trigger is the event that will start the automation. There are two triggers in Zoho Tables
When a record is created
Choose the trigger When a record is created to initiate the automation whenever a new record is created by a form submission, empty record creation, or data duplication.
When a record is updated:
Choose the trigger When a record is updated to initiate the automation.
Choose the table where the trigger event happens.
Apply conditions that will trigger the automation. (E.g. 'Status' 'is any of' 'Ready for Review')
Action
Action is the task or operation that happens after the trigger is initiated. There are three actions in Zoho Tables' automation.
Send an email
Choose Send an Email to notify users when a trigger event happens.
Configure the email by filling out the recipients, subject, and mail content.
You can also include fields from the table by clicking the + icon.
Click Activate to activate the automation.
Create record
Choose Create record to create a record in a table when the trigger event happens.
Choose the table in which you want to create the record.
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.
Click + Choose fields to choose additional fields to update.
Update record
Choose Update record to update a record in a table when the trigger event happens.
Choose the table in which you want to update the record.
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.
Click + Choose fields to choose additional fields to update.
Subscribe to receive notifications from this article.