What are Rules in Zoho TeamInbox?

What are Rules in Zoho TeamInbox?

The Rules feature in Zoho TeamInbox let you automate actions that you might perform repeatedly. Every rule comprises three parts:
Trigger - defines what should initiate the rule.
Condition - defines the criteria that should be met for the rule to take actions.
Action - defines the actions that are to be performed when the condition is met. 

You should just define the workflow, automate it, and you're all set.Once a rule is created and activated, it will automatically execute the specified action whenever the defined trigger occurs.
You can create rules for both your personal and shared inboxes in Zoho TeamInbox.

      Create. Review. Publish.

      Write, edit, collaborate on, and publish documents to different content management platforms.

      Get Started Now


        Access your files securely from anywhere

          Zoho CRM Training Programs

          Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.

          Zoho CRM Training
            Redefine the way you work
            with Zoho Workplace

              Zoho DataPrep Personalized Demo

              If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.

              Zoho CRM Training

                Create, share, and deliver

                beautiful slides from anywhere.

                Get Started Now


                  Zoho Sign now offers specialized one-on-one training for both administrators and developers.

                  BOOK A SESSION





                              Quick Links Workflow Automation Data Collection
                              Web Forms Enterprise Begin Data Collection
                              Interactive Forms Workplace Data Collection App
                              CRM Forms Customer Service Accessible Forms
                              Digital Forms Marketing Forms for Small Business
                              HTML Forms Education Forms for Enterprise
                              Contact Forms E-commerce Forms for any business
                              Lead Generation Forms Healthcare Forms for Startups
                              Wordpress Forms Customer onboarding Order Forms for Small Business
                              No Code Forms Construction RSVP tool for holidays
                              Free Forms Travel
                              Prefill Forms Non-Profit

                              Intake Forms Legal
                              Mobile App
                              Form Designer HR
                              Mobile Forms
                              Card Forms Food Offline Forms
                              Assign Forms Photography
                              Mobile Forms Features
                              Translate Forms Real Estate Kiosk in Mobile Forms
                              Electronic Forms

                              Notification Emails for Forms Alternatives Security & Compliance
                              Holiday Forms Google Forms alternative  GDPR
                              Form to PDF Jotform alternative HIPAA Forms
                              Email Forms
                              Encrypted Forms
                              Embeddable Forms
                              Secure Forms
                              Drag & drop form builder
                              WCAG

                                    Create. Review. Publish.

                                    Write, edit, collaborate on, and publish documents to different content management platforms.

                                    Get Started Now




                                                      You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.




                                                          Manage your brands on social media


                                                            • Desk Community Learning Series


                                                            • Digest


                                                            • Functions


                                                            • Meetups


                                                            • Kbase


                                                            • Resources


                                                            • Glossary


                                                            • Desk Marketplace


                                                            • MVP Corner


                                                            • Word of the Day


                                                            • Ask the Experts


                                                              Zoho Sheet Resources

                                                               

                                                                  Zoho Forms Resources


                                                                    Secure your business
                                                                    communication with Zoho Mail


                                                                    Mail on the move with
                                                                    Zoho Mail mobile application

                                                                      Stay on top of your schedule
                                                                      at all times


                                                                      Carry your calendar with you
                                                                      Anytime, anywhere




                                                                            Zoho Sign Resources

                                                                              Sign, Paperless!

                                                                              Sign and send business documents on the go!

                                                                              Get Started Now




                                                                                      Zoho TeamInbox Resources





                                                                                                Zoho DataPrep Demo

                                                                                                Get a personalized demo or POC

                                                                                                REGISTER NOW


                                                                                                  Design. Discuss. Deliver.

                                                                                                  Create visually engaging stories with Zoho Show.

                                                                                                  Get Started Now









                                                                                                                      • Related Articles

                                                                                                                      • How do I set a response time goal in Zoho teamInbox?

                                                                                                                        To set response time goals Login to Zoho TeamInbox. From the left pane, hover over the team for which you want to create the goal, click the More icon, and click Manage team. Select the Rules tab and click Add Rules. Enter a name for the Response ...
                                                                                                                      • Create rules for automation

                                                                                                                        Rules let you automate actions that you might perform repeatedly. You should just define the workflow, automate it, and you're all set. Only the team admin can create a rule for the team Setting up rules Login to Zoho TeamInbox . From the left pane, ...
                                                                                                                      • What is a shared inbox in Zoho TeamInbox?

                                                                                                                        A shared inbox is a centralize place that your team members use to manage their communications from various channels. It serves as a hub that connects with different communication channels, bringing all conversations to one place regardless of the ...
                                                                                                                      • What are the hierarchies in Zoho TeamInbox ?

                                                                                                                        Every Zoho TeamInbox account consists of three hierarchy entities: Organization, Team, and Inbox. 1. Organization: Organization is your workspace that holds all of the teams and inboxes you create and the people you add as members inside Zoho ...
                                                                                                                      • What is a channel in Zoho TeamInbox?

                                                                                                                        A channel is any medium that brings messages in and out of Zoho TeamInbox. Your email addresses, Business WhatsApp numbers, Telegram numbers, Facebook Page, and Instagram professional account are the examples of Channels. Zoho teamInbox offers ...
                                                                                                                        Wherever you are is as good as
                                                                                                                        your workplace

                                                                                                                          Resources

                                                                                                                          Videos

                                                                                                                          Watch comprehensive videos on features and other important topics that will help you master Zoho CRM.



                                                                                                                          eBooks

                                                                                                                          Download free eBooks and access a range of topics to get deeper insight on successfully using Zoho CRM.



                                                                                                                          Webinars

                                                                                                                          Sign up for our webinars and learn the Zoho CRM basics, from customization to sales force automation and more.



                                                                                                                          CRM Tips

                                                                                                                          Make the most of Zoho CRM with these useful tips.



                                                                                                                            Zoho Show Resources