Create Quote in ZOHO

Create a quote in the 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 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.

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
77
Vendor
Automation Type
Bot
Last Updated
January 29, 2021
First Published
May 25, 2018
Platform
11.x
Support

See the Bot in Action

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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