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

Get Bot

Free

Bot Security Program
Level 1
Applications
Business Process
Category
Downloads
100
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 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