Can I schedule automations in Zoho (e.g., send reminders or reports at a specific time)?

Can I schedule automations in Zoho (e.g., send reminders or reports at a specific time)?


Info

Yes, Zoho supports scheduled automations through multiple features:

  • Zoho CRM – Scheduled Workflows: You can create time-based workflows to send emails or update fields hours or days after a date field (like deal closing date).

  • Zoho Flow – Scheduler Triggers: Set flows to run daily, weekly, or monthly to execute custom logic or send reports.

  • Zoho Creator – Scheduled Deluge Functions: Use schedule tasks to run functions periodically (e.g., nightly batch updates).

  • Zoho Analytics – Report Schedules: Automate report delivery to users at specified intervals.

  • Zoho Books – Payment Reminders: Schedule reminders for due invoices, recurring bills, etc.

Scheduled automation helps reduce manual follow-ups, ensures timely communication, and improves operational discipline.