This bot is designed to login into ZOHO, go in the quotes tab, and create a quote with the following details: billing city, billing code, billing country, billing street, contact name, deal name, product name, product quantity, shipping city, shipping code, shipping country, shipping state, shipping street, subject, team.
All fields are mandatory .extract the zip and copy the Bot Store folder inside the extracted folder in "My Task" and any MetaBot if applicable in "My MetaBots" on your local Automation Anywhere repository.
See the Bot in Action
Download the Bot and follow the instructions to install it in your AAE Control Room.
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
That's it - now the Bot is ready to get going!
Requirements and Inputs
- Required access of ZOHO application, Required Automation run-time client installed, Required all Bots for Create Quote process and all this bots should be place in a specific folder.
- Inputs: Billing City, Billing Code, Billing Country, Billing Street, Contact Name, Deal Name, Product Name, Product Quantity, Shipping City, Shipping Code, Shipping Country, Shipping State, Shipping Street, Subject, Team., ZOHO Application URL, ZOHO Credentials