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
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 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