When a record saves and meets all Workflow Rule conditions, all immediate actions within that rule run before the save completes. This means the user sees the result of the immediate actions – such as an updated field value – as soon as the record is saved.
Common immediate action types include Field Update, Email Notification, Create Task, Webhook, and Custom Function.
A Scheduled Action runs at a set time relative to the trigger – for example, 2 days after a deal moves to the Negotiation stage. Immediate actions are for instant responses; scheduled actions are for follow-ups over time. Both can co-exist within the same Workflow Rule.
An Immediate Action in a Zoho CRM Workflow Rule is an action that executes the instant the workflow trigger fires, without any delay. Field updates, email notifications, task creation, and webhooks can all be configured as immediate actions.
An Immediate Action runs the moment the workflow trigger fires. A Scheduled Action runs at a specified future time – such as 1 day after the trigger, or on a specific date. Both types can exist within the same workflow rule.
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