Create Sales Order in ZOHO

Create a sales order in the ZOHO application

Top Benefits

  • Quick and seamless Integration with Zoho

This bot is designed to login into ZOHO, go in the sales order tab, and create a sales order with following details: account name, contact name, deal name, product details, purchase order, quantity, quote name, subject.

All fields are mandatory .extract the zip and copy to 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

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In your Control Room, use the ‘Import’ button to load the downloaded file into your Automations.

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Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
102
Vendor
Automation Type
Bot
Last Updated
January 29, 2021
First Published
May 25, 2018
Platform
11.x
Support

Bot Security

Level 1
  • All bots on Bot Store have passed a malware scan.

Bot Security Program

Automation Anywhere Bot Security is the RPA industry’s first of its kind bot security framework. In partnership with cyber security experts, Bot Security encompasses four (4) progressive levels of security designation. All bots including those built in-house or procured from Bot Store, can now be deployed reliably with secure bot development practices in alignment with prevailing Confidentiality, Integrity, and Availability (CIA) cybersecurity principles and best practices. View full Bot Security details.

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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 Product process and all this bots should be place in a specific folder.
  • Inputs: Account Name, Contact Name, Deal Name, Product Details, Purchase Order, Quantity, Quote Name, Subject, ZOHO Application URL, ZOHO Credentials

About Bot Store

Automation Anywhere's Bot Store accelerates your robotic process automation initiatives by offering pre-built automations and plug-and-play integrations, so that complex business processes can be automated in days.

Bot Store