Create Quote in ZOHO
Create Quote in ZOHO application.
Top Benefits
- Quick and seamless Integration with Zoho
- Easy to use and integrate in new or existing tasks without any technical supervision.
This bot is designed to login into ZOHO, Go in Quotes tab, and create a Quote with 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 Bot Store folder inside extracted folder in "My Task" and any metabot if applicable in "My Metabots" on your local Automation Anywhere repository.
Free
- Bot Security Program
-
Level 1 - Applications
-
- Business Process
- Sales
- Category
- Horizontal
- Downloads
- 77
- Vendor
-
- Automation Type
- Bot
- Last Updated
- July 24, 2020
- First Published
- May 25, 2018
- Support
-
- Community Support Only
- A-People Community Forums
- Bot Store FAQs
See the Bot in Action
Setup Process
Install
Download the Bot and follow the instructions to install it in your AAE Control Room.
Configure
Open the Bot to configure your username and other settings the Bot will need (see the Installation Guide or ReadMe for details.)
Run
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