< All Bots

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.

Get Bot

Free

Applications
Business Process
Category
Security
Passed third-party anti-virus scan conducted by Automation Anywhere.
Downloads
71
Vendor
Automation Type
Bot
Last Updated
March 19, 2019
First Published
May 25, 2018
Support

See the Bot in Action

PREV NEXT

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