Automate your inbox during vacation in Zoho TeamInbox

Automate your inbox during vacation in Zoho TeamInbox


When you're on vacation or away from your desk, the last thing you want is for important emails to be missed or left unanswered. The good news is, you can easily set up rules in Zoho TeamInbox to assign incoming messages automatically to a teammate who's available during your absence, ensuring seamless communication without missing any conversation.
Every rule comprises three parts:
  1. Trigger - defines what should initiate the rule.
  2. Condition - defines the criteria that should be met for the rule to take actions.
  3. Action - defines the actions that are to be performed when the condition is met.
Create rules for auto assigning messages:
Here you want to assign all the incoming emails to your team member in a specific inbox.In this instance, your rule should be as follows:
Trigger - Inbound messages/reply
The rule will trigger every time a new message is received in the team's inboxes. This message can be a reply in an existing thread or a completely new message.
Condition - Inbox is
The rule will now check if the message received is within the specified inbox. You can add any number of conditions and choose if you want all the conditions to be met or just any one condition to be met.
Action - Assign to <team member's name>
When the above condition is met, the message will be assigned to your team member.
Steps to create rules:
  1. Login to Zoho TeamInbox.
  2. From the left pane, select the team,  for which you want to set up rules.click the More icon and click Manage team.
  3. Select the Rules tab and click Add Rules.
  4. Enter a Name for your rule.
  5. Define the Trigger as Inbound messages and Inbound reply.
  6. Define the Condition that is to be met for the rule to perform actions. 
  7. Select the actions to be performed  as "Assign to". When the above mentioned conditions are met the thread will be assigned to the teammate you select.
  8. Click Create.


Once you save your rule, it is active and will start processing. You can stop the rule anytime by clicking Disable next to it, which can be enabled when needed.
Implementing these simple rules will help you enjoy your vacation worry-free, knowing your inbox is still in good hands! Got ideas for topics youn want us to explore next? Share them with us in the comments! 
If you haven’t tried Zoho TeamInbox yet, sign up today and start your free trial.




        • Recent Topics

        • Hide "Section" headers when using a form as a subform in "List view"

          When using a form as a subform and setting the "View Type" to "List View" it is not possible to hide the section headers. This can become an issue if I have a section which is not applicable to this subform and I hide the fields within that section and
        • Add additional field to quick search results

          IN the advanced search, we can add any field to the columns. In the regular search results (before you press enter, there is no option to modify the results. It would be super useful to include a custom field where it currently displays the pipleine
        • Need Help: Updating Related Records via Subform Entries in Zoho Creator

          Hi everyone, I’m trying to set up a workflow in Zoho Creator where each row in a subform updates related records in another form automatically. Here’s the situation: My main form (e.g., “Receipts”) contains a subform where each row selects a related record
        • Disable signing in using email aliases?

          Hi, I currently have user accounts that have multiple aliases, for example: Main: name@domain.com Alias: alias1@domain.com, alias2@domain.com Currently, I am able to use any of those 3 emails in the 'username' box during login, and it will log me into the email. Is there a way to setup so that email aliases cannot be used to sign on? I'd still be able to receive and send emails using those aliases in the main email account like it works now, except only the main email can be used to login. Cheers!
        • Zoho Desk - Community - Customer Portal - Description Field UX Improvement

          Hi Zoho Desk Team, As a prolific user of Zoho Cares Community, I find it very frustrating that I cannot increase the size of the Description box (this one which I am typing this message). Many apps with multi line text fields have a small handle in the
        • Add the same FROM email to multiple department

          Hi, We have several agents who work with multiple departments and we'd like to be able to select their names on the FROM field (sender), but apparently it's not possible to add a FROM address to multiple departments. Is there any way around this? Thanks.
        • Can I change the format of the buttons in the email templates?

          Hi all! We have been working hard trying to brand our email templates, and have some way to go yet. One of the things we can't seem to edit is the green ${Cases.CUSTOMER_PORTAL_BUTTON} button and the font of the View Ticket text. Is there any way of doing
        • Lead to Contact Conversion with multiple email address fields

          We are a B2C business with a strong repeat cycle, and as such it's not uncommon for customers to use multiple email addresses with us. We have both our Contacts & Leads modules set up with 3 email fields. (Primary Email / Secondary Email / Historic Email)
        • Does Thrive work with Zoho Billing (Subscriptions)?

          I would like to use Thrive with Zoho Billing Subscriptions but don't see a way to do so. Can someone point me in the right direction? Thank you
        • Exporting Charts from ZohoCRM

          Hi...I'm relatively new to ZohoCRM, but very happy with it so far. I have all my leads and potentials accurately entered, and like the reports that I can view, with charts at the top of the data. But when I export the data, I'm receiving only the data, whether I export as excel, csv or pdf. How can I export both the chart and the data? In case it makes a difference, I'm using the free version right now. I tried researching the other editions to see if a paid version of the software offered the ability
        • Automatically Update Ticket Status in Zoho Desk Based on Actions in Zoho Projects

          Hi Zoho Desk Team, Hope you’re doing well. We’re using the Zoho Desk–Zoho Projects integration to manage tasks related to customer tickets, and it works well for linking and tracking progress. However, there are a few important automation capabilities
        • sms long credits

          I’m trying to purchase Long Code credits so I can send SMS campaigns to my contacts. However, when I click the “Buy Now” button, the page appears blank and doesn’t load any purchase options. Could you please assist me in purchasing the Long Code credits
        • Tip #48- Power Your AI Workflows with Zoho Assist on Zapier’s MCP- 'Insider Insights'

          We’re thrilled to announce that Zoho Assist is now part of Zapier’s Model Context Protocol (MCP), bringing remote support automation right into your AI ecosystem. What is MCP? The Model Context Protocol (MCP) is Zapier’s new framework designed to connect
        • "Total Hours" on Employee Attendance Report

          I'm learning that in Zoho jargon, "total hours" does not include paid breaks. Or at least not the way that my setup is working. That seems a little weird to me, since most jurisdictions in the US don't differentiate between time spent on paid break and
        • Insert Cookie Policy in Zoho Sites

          Hello, i need to insert a banner on my site because i'm in Italy so i have to respect EU laws for Cookie Policy and Privacy Policy. I see that i need to insert a code in <head> section of my site to show a banner/popup with cookie info. How i can do this? Thank you Luca
        • Marketing Tip #1: Optimize item titles for SEO

          Your item title is the first thing both Google and shoppers notice. Instead of a generic “Leather Bag,” go for something detailed like “Handcrafted Leather Laptop Bag – Durable & Stylish.” This helps your items rank better in search results and instantly
        • Customer Parent Account or Sub-Customer Account

          Some of clients as they have 50 to 300 branches, they required separate account statement with outlet name and number; which means we have to open new account for each branch individually. However, the main issue is that, when they make a payment, they
        • Forced Logouts - Daily and More Frequent

          In the last month or so, I've been getting "power logged out" of all of my Zoho apps at least daily, sometimes more frequently. This happens in the same browser session on the same computer, and I need to re-login to each app separately after this happens.
        • ENTER key triggering Submit

          Is it possible to stopped the ENTER key from the mandatory triggering of the Submit button on Creator form? I want forms submitted "ONLY" when the Submit button is pressed. 
        • Is it possible to assign Client user to external task ON PROJECTS' TEMPLATES?

          Is it possible to assign Client user to external task ON TEMPLATES PROJECTS?
        • Cliq does not sync messages after Sleep on Mac

          I'm using the mac app of Cliq. When I open my mac after it was in sleep mode, Cliq does not sync the messages that I received. I always have to reload using cmd + R, which is not what I want when using a chat application.
        • Link to images

          I have added images in pages. I would like to link those images with linked in URL so that they open in new window. There is an option of image -> link but I am not able to use the same to open URL in new window. Please check the attached image. Can you
        • Respond faster and smarter with Zia in your IM Inbox

          You’re in the middle of a busy chat queue. New messages keep popping up. One customer sounds upset. Another is asking a long list of questions. You need context. You need speed. You need help. That’s exactly when Zia Insghts jumps into action. It shows
        • Meeting impossible to use when sharing screen

          he Meeting tool in Brazil is practically unusable when sharing anything, whether it’s a presentation or simple navigation. When accessed via Cliq, the situation gets even worse: even basic calls fail to work properly, constantly freezing. And as you are
        • WARNING : Smart list automatically unsubscribes your contacts.

          I created a smart list of my team members based on the criterion that their email domain was @_____. The list refreshed as expected — but it ended up unsubscribing almost all members of my team. I contacted support, but it took two months to get a reply,
        • 5名限定 課題解決型ワークショップイベント Zoho ワークアウト開催のお知らせ (10/31)

          ユーザーの皆さま、こんにちは。Zoho ユーザーコミュニティチームの中野です。 10月開催のZoho ワークアウトについてお知らせします。 今回はZoomにて、オンライン開催します。 参加登録はこちら(無料):https://us02web.zoom.us/meeting/register/BGYTysOnSqa9LA9eY2IKww ━━━━━━━━━━━━━━━━━━━━━━━━ Zoho ワークアウトとは? Zoho ユーザー同士で交流しながら、サービスに関する疑問や不明点の解消を目的とした
        • Subforms in Stateless Forms

          Stateless Forms are very useful, but we can't build complex data entry pages without Subforms. Can this be implemented? This would make Stateless Forms truly powerful.
        • Custom Function not getting package details when triggered from Workflow Rules.

          I have a custom function for Packages that submits a form in our Creator app that we use to generate custom shipping labels (internal staff complete deliveries so we cannot generate shipping labels straight from Inventory). When the function is executed
        • Billing Preferences per Account

          Hello, We are trying to setup Billing Preferences in Zoho Desk to set up a different pricing per account. We charge different pricing per hour per customer/account. Account A = 100 per hour Account B = 125 per hour In the Billing Preferences in Time Entry
        • Time entry preview for custom time entry templates.

          Our company needed time entries in a specific format to document our client interactions. Since we are using a custom time entry layout, we have lost the "preview" on the time entry tab. Using the default time entry layout, you get a small preview of
        • Able to change project on timelog entries

          Ability to move the timesheet entry from one project to another. When a user adds a wrong entry a manager can change/update the timesheet entry to the correct project.
        • Knowledge base: The nitty-gritty of SEO tags

          A well-optimized knowledge base with great SEO can benefit your company by allowing customers to find help articles and support resources using search engines. This enables customers to quickly and efficiently find the information they need without direct
        • Full Text Customization & Translation in SalesIQ Chat Widget Settings

          Dear Zoho SalesIQ Team, Greetings, We would like to request an important enhancement to the chat widget customization options in Zoho SalesIQ. Current Limitation: At the moment, only some of the text shown in the chat widget is editable or translatable
        • Introducing swipe actions in the Zoho CRM Android app

          Hello everyone, How much time do you spend each day on your list view? Probably quite a lot. Since it's such an important part of your work, wouldn't it be easier if you could take action directly from your list view instead of opening each record one
        • Content Security Policy

          Is there a place in ZOHO CRM to add a Content Security Policy to allow for a call to a google.com map, from inside our current app? Or, how do I resolve the issue below?? jquery.js:1 Refused to load the script 'https://maps.google.com/maps/api/js?v=3.41&libraries=places&sensor=true&key=AIzaSyAyQzKeKSbLci4LwZhn9oXvtCkbUo1Ae4g&callback=map_loader'
        • Option to select location?

          As a business coach, I meet with clients at various public locations. I have two or three pre-determined locations that I meet at. I would like the client to choose the location when booking an appointment. Is there a way to do that with a single service, or is the best way to accomplish this by creating one service for each location offered?
        • Unified WhatsApp Number Management in Zoho Desk and SalesIQ

          Dear Zoho Desk Support Team, We are currently utilizing both Zoho Desk and Zoho SalesIQ for our customer support operations. While both platforms offer WhatsApp integration, we are facing challenges due to the requirement of separate WhatsApp numbers
        • Provide a standard structure to your content using article templates

          Hello everyone, When multiple writers work on different documents, maintaining a standard structure can be challenging as each of the writer follows a different writing style. However, when the structure, tone, and format of every document is different,
        • Accessibility Spotlight Series - 1

          Every user interacts with products differently, what feels intuitive to one may be challenging for another. Addressing this, accessibility is built into Zoho Project's design philosophy. This helps users navigate and perform actions with ease irrespective
        • Projects Tasks Not Showing Dependencies

          I'm clicking on tasks and the popup to add dependencies isn't showing. I can't disconnect the nodes either. For some reason when I slide a task backwards it says it cannot go before a predecessor, even though there is not predecessor. Double clicking
        • Next Page