They constantly order phones from different vendors. owns a chain of stores that sells mobile phones. Immediate Action: Update Sales person field to “XYZ” Rule Criteria: When Sales Person is “ABC” and Total and Total Amount is greater than $10,000. A workflow automates the process of re-assigning the task to another person by setting up the following parameters to execute the directive. According to his newly issued directive, the sales person should be changed to “XYZ” as soon as the sales person “ABC” has landed the sale i.e when an invoice for a Total Amount greater than $10,000 has been created or edited. Scenarios for Field UpdatesĪndrew is the Head of Marketing of SolarSync, a solar panel manufacturing company. Time Based Action: Email alert to the travel agent upon creating a bill for the air tickets. Rule Criteria: Company Name is ABC Travel Agency and Status is Open. So, whenever Adrian books a flight ticket for his colleagues through their travel agent, he wishes to send an acknowledgement mail to the agent that they have received the bill and would make the payment before the due date. Adrian’s job is to make sure their air tickets are booked and paid for by the company on time. Their engineers keep travelling across the globe to do business with major petroleum companies. Time Based Action: Email alert to the packing section upon raising an invoice.Īdrian is the head of the travel department at Fossil Petrocorp, a company that specializes in finding efficient ways to use non-renewable sources of energy. The Email Alerts feature allows him to accomplish this by creating a workflow rule with the following parameters. Joseph, the CTO of, an online bookstore wants to implement a system wherein an alert message should be triggered to the packing section, upon raising an invoice for an order placed by the customer. Immediate Action: Email alert to the VP of Sales/ Finance team. Rule Criteria: Total amount due is greater than $10,000. In that case, a workflow can be designed to automatically trigger email alerts when the following conditions are met. This will help them offer their best services. The VP of sales wants to receive email alerts when an employee raises a estimate for an amount greater than $10,000 for one of their top customers.
Following are some of the scenarios where workflows come into play.ĭillion Inc. Workflows can come in handy if you wish to get things done automatically in Zoho Books.
Record Transactions For Customers/Vendors.