Will it create tasks for quotes already at that stage?

No. A workflow rule runs when a record is created or edited in the way the rule describes. Quotes already at Delivered get no task unless they are moved to that stage again.

Who gets the task, and when is it due?

The owner of the quote or deal that triggered the rule. The assistant cannot assign it to a fixed user or a manager; change that in Zoho CRM Setup if you need it. The task is due a set number of days after the rule runs, such as 3 days after the quote moves to Delivered.

Which triggers and actions Zoho allows on the module, its fields and stage values, and the existing workflow rules and task actions, so it does not build a second rule that does the same thing. It does not read or change quote or deal records.

It can pick a stage value or trigger you did not mean, for example running on every edit instead of only when the stage changes. The approval shows the trigger, the condition and the task, so check them. Because the rule is active once created, a wrong rule starts creating tasks right away.

Will it work on my Zoho CRM edition?

It needs a Zoho CRM edition and user profile with API access, and it can only do what your profile is allowed to do. Which triggers and actions a module allows depends on your edition, and the assistant reads that first. This use case has not been checked edition by edition yet, so write to us if you want to check yours first.

Want to ask something?

Write to the team at hello@zsetup.com.

Create a follow-up task when a quote is sent in Zoho CRM

The Zoho CRM AI Assistant creates a workflow rule that adds a follow-up task for the record owner when a quote, or a deal, reaches the stage you name, due a set number of days later. It shows the rule first and creates it once you approve.

Add to Chrome

Zoho CRM AI Assistant is a Chrome extension that opens beside Zoho CRM. Tell it what you want to do in plain language, and it works with your CRM for you. Try Plus free for 14 days, then stay on Free forever.

the problem

The quote goes out and the follow-up depends on memory

A rep sends a quote and means to call in three days. Some do, some forget, and the quote expires with no reply. Everyone agrees there should be a reminder every time, but setting up the rule means working through triggers, criteria and task actions in Setup.

the solution

Name the stage, the task and the delay, approve

Say which module, which stage starts it, what the task says and when it is due:

When a quote's Quote Stage changes to Delivered, create a task for the quote owner called "Follow up on quote", due 3 days later.

The same works for deals: "When a deal's Stage changes to Proposal/Price Quote, create a follow-up task due in 2 days."

It first reads which triggers and actions Zoho allows for that module, then checks for existing rules and task actions that already do this. It shows the trigger, the condition and the task: its subject, its due date and that it goes to the record owner. When you approve, it creates the task action and the rule.

Reads the module's workflow options, its existing workflow rules and task actions, and its fields.
Writes one task action and one workflow rule, only after you approve.
Zoho creates workflow rules active, so the rule runs from the moment it is created. Ask it to switch the rule off if you want to wait.
The task goes to the owner of the record that triggered the rule. The assistant cannot set a different assignee.

Try it on your CRM More use cases

This is an example CRM.Connect your own Zoho.

What would you like to do?

Ask about your CRM or describe a change you want to make.

pricing

Start with 14 days of Plus. Stay on Free after that.

Every new account gets 14 days of Plus free — no card, nothing to claim — and then settles onto Free, which is permanent. In the side panel every plan has the same safety controls and supported actions, and they differ in how much you can ask for each week. The MCP connector is included in every paid plan (Plus, Pro and Max) and in the 14-day Plus trial, with the same 10,000 tool calls a month on each.

Plus

For reps who use the assistant every day.

5x the Free usage

$23/ month

Try Plus

14-day free trial, then billed monthly

5x the Free usage
All supported CRM actions
Approval controls
Includes the MCP connector

Pro

For heavy daily CRM work.

25x the Free usage

$94/ month

Get Pro

Billed at signup, then monthly

25x the Free usage
5x the usage of Plus
All supported CRM actions
Approval controls
Includes the MCP connector

Max

For the heaviest CRM workloads.

125x the Free usage

$500/ month

Get Max

Billed at signup, then monthly

125x the Free usage
5x the usage of Pro
All supported CRM actions
Approval controls
Includes the MCP connector

Free

$0No card, and permanent

Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.

Start free

By hand

Without the assistant

Not ready to install? Here is how to do the same thing in Zoho CRM yourself, step by step.

See the steps

Need more than Max? Contact sales

without the assistant

How to do it by hand in Zoho CRM

You can do this in Zoho CRM yourself. Here are the steps.

Open Zoho CRM Setup and go to Workflow Rules.
Create a rule on Quotes that runs when a quote is edited.
Add the condition: Quote Stage is Delivered.
Add an instant action that creates a task, with its subject and due date.
Save the rule.

One rule is manageable. It gets slow when each module and stage needs its own rule and you first have to check which rules and task actions already exist.

Add to Chrome

questions

Frequently Asked Questions

No. It creates a workflow rule and a task action. Once the rule is active, it creates tasks on records that reach the stage from then on. Quotes and deals themselves are not edited.

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