Workflow Rules
Workflow rules (or automation rules) automatically execute actions in Zoho CRM when an event occurs on a record. They are displayed in read-only mode in Zepiq.
Accessing the page
Go to Automation → Workflow Rules (?tab=workflow-rules).
Structure of a workflow rule
| Element | Description |
|---|---|
| Trigger | The event that activates the rule (create, edit, delete, date) |
| Conditions | Criteria the record must meet to trigger the rule |
| Actions | What is executed: email, task, field update, webhook… |
Trigger types
- Record creation — activates when a new record is created
- Record modification — activates when a specific field is changed
- Creation or modification — activates in both cases
- Date-based — activates X days before or after a date (e.g., deal closing date)
Available action types
- Send an automatic email
- Create a task or reminder
- Update a record field
- Call a webhook (notify an external system)
- Trigger a Zoho custom function
Displayed columns
| Column | Description |
|---|---|
| Name | Rule label |
| Module | Module concerned (Contacts, Leads, Deals…) |
| Status | Active (running) or Inactive (disabled) |
| Trigger | Type of triggering event |
| Last run | Date of last rule activation |
Available filters
- Filter by CRM module
- Filter by status (active / inactive)
- Search by rule name
What's the difference with cadences?
Workflows react to one-time events (creation, modification). Cadences are time-scheduled sequences (Day 1, Day 3, Day 7…) for nurturing or commercial follow-up.
Frequently asked questions
An active rule is not triggering: check that the conditions are met and the module is correct. Review execution logs directly in Zoho CRM.
How do I enable or disable a rule? Rules are managed directly in Zoho CRM. Zepiq displays their state in read-only mode — status updates on the next cache reload.
The count of active rules seems wrong: click Refresh to resynchronize the cache from Zoho CRM.
Can I create a rule from Zepiq? No. Creation and editing must be done in Zoho CRM. Zepiq provides a consolidated view to monitor and audit your existing rules.