Automation

Automation

Automation is an efficiency multiplier, and an increasing proportion of end users are coming to expect it from their corporate software solutions. Numerous everyday activites benefit from automation. For example, sales managers often assign leads to their sales reps based on a set of predefined criteria and sales executives often send pre- and post- sales follow up emails to customers at scheduled intervals. Automating these activities can save time and effort that can be better spent interacting directly with customers.

Zoho Developer Console allows you to automate your application workflow and preset replies, alerts, and notifications. By pairing workflow rules with particular alerts, tasks, and field updates, you can provide your end users with a highly customized tool for business management. Whatever rules you set while building your application will be saved as the default automation settings for your customers.

Workflow Rules 

Define set of condition that, when met, trigger certain actions (alerts, tasks and field updates)

Workflow Alerts 

Create an email template to alert a specific person or group of people, when a particular workflow rule is triggered.

Workflow Tasks 

Assign tasks to users when a workflow rule is triggered.

Workflow Field Updates 

Automatically update the values in a specific field, when a workflow rule is triggered.

Webhooks 

Enable instant communication with third-party applications by sending a web notification every time an event occurs in your application.

Custom Functions 

Update the data in related modules or third-party applications by executing easy to program scripts.

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