Plus
For reps who use the assistant every day.
5x the Free usage
$23/ month
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- 5x the Free usage
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Find out why a Zoho CRM workflow rule did not run
The Zoho CRM AI Assistant reads a workflow rule's trigger and criteria, its usage counts and the record's history, and explains the likely reasons it did not fire. It only reads, and changes nothing.
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 rule should have fired, and nothing happened
A deal was won and the task the rule creates never appeared. Someone asks whether the rule is broken, switched off, or just did not apply to that deal. Finding out means opening the rule, reading its conditions, checking the deal's history and comparing the two by hand.
the solution
Name the rule and the record, read the explanation
Name the rule, or the module and what it should do, and the record where it did not run:
The workflow "Deal won notice" did not create a task on the deal Warehouse renewal last week. Why might it not have run?
It finds the rule and reads its trigger, its criteria and its actions, and whether it is active. It reads the rule's usage for a date window of up to 90 days: how many times it was triggered, how often its conditions matched, and how its actions succeeded or failed. Then it reads the record's timeline, who changed which field and when, and through which source.
It puts these side by side and lists the likely reasons, such as a trigger that only fires on create, a condition the record did not meet at the time, or a rule that was inactive.
- Reads the workflow rule, its usage counts and the record's timeline.
- Writes nothing. It cannot rerun a rule.
- Usage counts are totals for the rule, not per record. Zero triggers does not prove a record did not match.
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pricing
Start with 14 days of Plus. Stay on Free after that.
Start free without a card. Choose a paid plan to continue to checkout, with the same CRM actions and safety controls.
Pro
For heavy daily CRM work.
25x the Free usage
$94/ month
Get ProBilled 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 MaxBilled at signup, then monthly
- 125x the Free usage
- 5x the usage of Pro
- All supported CRM actions
- Approval controls
- Includes the MCP connector
Free
Limited weekly usage, with the same supported CRM actions and approval controls. It is where your account settles after the 14-day Plus trial.
No card, and permanent
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use cases
Explore use cases
Create a follow-up task when a quote is sent in Zoho CRM
“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.”
Create a lead assignment rule by country in Zoho CRM
“Create a lead assignment rule called "Europe leads". Country is France goes to Lena Ortiz, Germany goes to Sam Patel and Mia Clarke in turn, everything else to Alex Reed.”
- Current use case
Find out why a Zoho CRM workflow rule did not run
“The workflow "Deal won notice" did not create a task on the deal Warehouse renewal last week. Why might it not have run?”
Turn off an old workflow rule in Zoho CRM
“Find the old reminder workflow on Deals that emails owners about closing dates. Show what it does, then switch it off. Do not delete it.”
faq
Frequently Asked Questions
Will it change the rule or the record?
No. This request only reads. To fix the rule or switch it off, ask for that separately, and it shows the change for approval.
Can it run the rule again?
No. It cannot rerun a workflow rule. If the action should have happened, you can ask it to create the missing task or update the record as a separate request.
What does it read?
The rule's trigger, criteria, actions and whether it is active; its usage counts for the window you choose, up to 90 days; and the record's audit timeline. It also reads the record's current field values.
Can it be wrong?
Yes. Usage counts are totals for the rule, so they cannot say whether one particular record was evaluated or skipped, and editing a rule's trigger or conditions can reset the counts. The explanation lists likely reasons, not a proven cause. Check the record's timeline and the rule in Zoho before changing anything.
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. Reading workflow usage needs a profile with access to automation settings. 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.