Introducing Stage Automation - an easier way to automate actions on stage transitions.

Introducing Stage Automation - an easier way to automate actions on stage transitions.

Greetings,

Previously, if you wanted to trigger any automated actions for stage transitions, you had to use Bigin's workflows. With this new feature, you can now create automations for stage transitions in just a few easy steps.
                                           

If you want to trigger a set of actions whenever a deal enters a specific stage, you can use the stage automation feature, which enables you to create actions directly in the pipeline view and specify their criteria as required.
                                                 

To create a stage automation:

1. From the pipeline view in the Pipelines module, go to the desired stage and click on the more (...) button for that stage.
2. Click on Stage Automation in the menu.
3. From the Create Stage Automation panel, select which actions need to be triggered when a deal enters the current stage from the list of options available under the Actions section. The actions that you can trigger in stage automations are similar to the actions that you can trigger in workflows. Except for custom actions and topping-related actions, you can trigger additional actions like the following:
  • Send email
  • Update field
  • Assign owner
  • Create connected record
  • Create activity
    • Create task
    • Create event
  • Tags
    • Add tags
    • Remove tags

Apart from these actions, you can also include additional criteria as required.
                                                     

Please note that we have also renamed the Workflows tab in the Settings menu to Automations, which will now house both workflows and stage automations.

You can also comprehensively manage all of the stage automations you've created in your Bigin account from the automation settings by navigating to Setup > Automations > Stage Automations.
                                     

Permissions:

Everyone with access to the Automations tab will be able to access stage automations.

Automation rule limits

Previously, we set a limit on the number of workflow rules per account, but with this enhancement, your overall automation rule limit will count both workflow rules and stage automation rules together.

The table below highlights the old and new rule limitations of each edition of Bigin:
 
 
Before
After
Bigin Free
3 rules
3 rules
Express
10 rules
30 rules
Premier
30 rules
50 rules
Zoho One
30 rules
50 rules

Note:

  • To accommodate the introduction of stage automations, we're increasing the maximum number of rules by 20 for paid plans.

To know more on Stage Automation, click here.

That's all for this enhancement. We sincerely hope you find these improvements useful. Please give them a try and leave your feedback in the comments section below. Watch this space for future announcements.

Thanks and have a good day! 
 

    • Recent Topics

    • Zoho CRM Widget not displaying 2 related lists (JS)

      Okay so I basically have 2 relatedLists that I want to get and render: ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity, RecordID: data.EntityId, RelatedList: "Notes", page: 1, per_page: 200, }) ZOHO.CRM.API.getRelatedRecords({ Entity: data.Entity,

    • Zoho Books and Zoho Projects Task Status Update

      How can we create an automation using custom functions for the following scenario. When our zoho books invoice status changes to paid. I want a task in Zoho projects to change to completed.

    • Different content per social media account..

      Is there a way to add different content per social media account on one post?

    • Assigning Tasks and Requests to Groups... how do I?

      Guys, I've spent many hours exploring Zoho Support and we are generally satisfied with the system.  I'm trying to understand how a system that has so much to offer can be missing GROUP assignment and queue functionality.  I am hoping that there is a way

    • Parsing of SQL query failed. Please check the SQL syntax.

      I am trying to have Zoho Analytics recognize that if the a Deal is in Stage "Need Docs" it should also be counted as a Deal in the Stage "New Lead" /*New Lead*/ SELECT "ID" 'New Lead' AS "Stage" From "Deals" Where "Stage" = 'Need Docs' Union All Error

    • Where is the setting to enable/disable 2FA?

      The following links show where enable/disable 2FA is supposed to appear, but neither appear for me: https://help.zoho.com/portal/en/kb/zohosites/faq/account/articles/how-do-i-enable-or-disable-two-factor-authentication-for-my-account shows Security >

    • How to Assign Record Ownership in a Custom Form via API?

      Hello everyone, I’ve created a custom form in Zoho People and I’m using the API to manage its records. I would like to know how I can assign ownership of these records to specific users via the API. Is there a specific parameter or field in the API request

    • Customer Statement Template not matching when sending

      Hi everyone! So when I send statements to our customers via Zoho Books, the message that appears by default does not match what I have written on the template Under settings -> email notifications -> sales -> customer statement We have a single default

    • Working with keywords

      Hello everyone, first time here so I will try to be brief. I am working on my company's data set. I have a table with all the images we have on line. For each image we hava a cell tha contains all keywords related to that image. I would like to explore

    • Unlocking New Horizons: A Year in Review

      As we bid farewell to 2024, let's celebrate and revisit the key highlights of the year. From adding a new edition to cross-platform enhancements, here’s a roundup of all the feature updates designed to simplify accounting, optimize financial management,

    • Peppol Malaysia API

      Hi Zoho Books, my country Malaysia will going to implement "Peppol" (E-Invoicing), starting 1 Jul 2025 for all businesses. The government intends to provide API for accounting app. The workflow involves creating an invoice from accounting app, triggers

    • Re-emitir facturas con nueva dirección de facturación

      Hola, necesito saber si es posible que las facturas ya emitidas, pueden ser re-emitidas con el cambio de dirección de facturación, realizado el día de hoy 02-01-2025, para efectos contables. Espero su ayuda, Gracias

    • Zoho Learn vs. Trainer Central

      Hi, I'm currently using Zoho One with a WordPress-based website and WooCommerce to manage my online courses. I would like to know what is the difference between Zoho Learn and Trainer Central and if it's possible for these two platforms to replace WP

    • Map Plan to Different Income Account for Some Subscriptions via API

      We have a plan that has a default Plan Account of "Sales". Can we override the account for a specific subscription via API? In some instances the same exact plan should map to a different income account. When we create stand-alone invoices in Zoho Books,

    • Flow with CRM

      Hello, I have a simple flow that uses a web hook to enter data into a Sales Order. I have the web hook sending Flow data which has a PO field. If the PO has a special character like - or / or \ the task fails. How can I get the flow to be okay with the

    • We've revised the pricing model of CRM portal user licenses

      Hello everyone, We’re making important updates to our pricing structure for portal user licenses, effective from the next payment cycle. The new slab-based pricing is as follows: Previously, these portal user licenses were priced at $5/ user/ month. As

    • Chrome browser issues. Anyone else?

      I am suddenly having multiple issues with Chrome browser interpreting the Zoho Mail interface.  Anyone else?  Any known problems? Thanks, Todd

    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:

    • Zoho Payroll US?

      Good morning, just reaching out today to see if there's any timeline, or if there's progress being made to bring Zoho Payroll out to be available to all states within the USA. Currently we're going through testing with zoho, and are having issues when

    • Set up multiple IMAP email addresses

      Hi, I just started using CRM and its great, but I just found out I can only add one imap email address for incoming mail in the included salesinbox ...this is ridiculous. All companies have different email such as sales@domain, info@domain , personal@domain

    • Function 58: Custom calculation in item table of invoices (2 fields)

      Hello everyone, and welcome back to our series! In Zoho Books, the Item Amount in invoices is calculated by multiplying the Quantity and Rate fields. Previously, we shared a function to include a custom field in this calculation. Today, we are taking

    • Tracking new lead response time

      Hi, I have a team of Sales Development Reps, who have a KPI of responding to a lead within 20 mins or less once it hits the system.  I seem to recall that Zoho CRM had the capability to track this in a previous version, but don't see it anywhere.   It's

    • Pushing Data from One CRM account to another.

      We have business partners that want to collaborate through the CRM. Other than pre-planned data migrations what are the options for Zoho Users to transfer data between the accounts. For instance, could I create a webhook that is sent from our CRM and then is picked up in the partner's Flow?

    • Search function not working anymore

      Hi! The search function is not working anymore. How can we solve this problem?

    • When converting a lead to an account, the custom mandatory fields in the account are not treated by zoho as mandatory

      In my Account module I have a number of custom fields that I have set as mandatory. When I enter a new customer as a new account they work, I can't save the record without populating them. However when I convert a lead, my CRM users are able to save the

    • Expand Zia's Language Support and AI Capabilities

      Dear Zoho Desk Support, I would like to submit a feature request to improve Zia, the AI-driven support assistant in Zoho Desk. Currently, Zia only supports the English language, while other AI agents such as Gemini, ChatGPT, and Claude can work with a

    • get gettting the days number between two dates with deluge

      I am trying to calculate the days number between 2 specific dates but its not working. PLease help me.

    • Limit excceding issue in zoho creator

      I am transferring data from Zoho Books to Zoho Creator using a Deluge script. However, I am frequently encountering a "limit exceeding error," which seems to be related to the Deluge statements limit. I reached out to Zoho Support, and they informed me

    • How do I add more schedules to Zoho Creator?

      At the moment, the number of schedule calls we have in Zoho Creator are 1800 per month and I was wondering if it was possible to upgrade that amount to something higher. I'd like to know my options as well as the pricing.

    • Conexion CREATOR x CRM

      Buenas tardes, Tengo un problema con un código que crea un registro en CRM. Revisé el CRM para eliminar los campos obligatorios, pero cuando ejecuto el programa, aparece el siguiente mensaje de error: {"code":"MANDATORY_NOT_FOUND","details":{"api_name":"data"},"message":"required

    • Invoices with billable time and expenses

      I cannot seem to get a straight answer. We are looking to create an invoice to send to our clients, but it needs to have the following on it: 1. Billable hours for each employee. All hours for the pay period on one line, by employee. 2. Expenses for each

    • Search Bar Improvement for Zoho Commerce

      Hey everyone, I've been using Zoho Commerce for a bit now, and I think the search bar could really use an upgrade. Right now, it doesn't show products in a dropdown as you type, which would make finding items a lot faster. On Shopify, for example, you

    • Send Whatsapp with API including custom placeholders

      Is is possible to initiate a session on whatsapp IM channel with a template that includes params (placeholders) that are passed on the API call? This is very usefull to send a Utility message for a transactional notification including an order number

    • Can't get form response to populate custom PDF template

      I've created a template and set it to default but can't figure out how to get the response to populate that template. It keeps giving me the default summary.

    • Zoho Sheets not compatible with Excel/Google Sheets

      In order to share a copy of a Zoho sheet with someone that does not use Zoho, it must be downloaded as MS Excel format and then added to an email.  This is a labor intensive, and frankly confusing process.  I have forgotten to do this before, only to

    • Zoho One not working

      I'm having several issues accessing Zoho One. Some pages don't load (for example, Zoho Directory) and the labels are all messed-up (oz.account.directory.display.shorname, oz.settings...., etc.)

    • Add Ability to Designate Decision Branches as "Error Branches"

      Zoho Flow gives the ability to track down, troubleshoot, and fix errors with the Status and Filter dropdowns in the History tab. This works well for when a "normal" Flow action registers with an error. However, there are other times where it would be

    • Visitors sending message via Whatsapp are not saving on contacts

      Visitors who sends me messages from Whatsapp when i finish the chat do not populate on contacts, how can I add them as contacts?

    • ChatGPT only summarize in English

      Hello i' v enabled chatgpt in salesIQ, it works great inside conversation (revise, Rephrase etc) add tags works well with another language than English. But when I want to summarize it render only in English, despite sales IQ is set to another language.

    • Brand with multiple facebooks pages

      HI, We are a small publisher that has different FaceBook pages for each of our product lines. All are within the same FB account.   Is it possible to add all of these pages to our one brand in zoho social so I orchestrate the posts between the different products?    Cheers, Joe

    • Next Page