Welcome to Portal

?Unknown\pull-down

Welcome to Zoho Cares

Bienvenido a Soporte de Zoho

Search our knowledge base, ask the community or submit a request.







Hello all!

Hope you are all staying safe, sound, and active. In this week's episode of 'Ask The Experts - Zoho Inventory'  we are discussing everything about the 'automation' feature for Zoho Inventory.

We've designed all of the features in Zoho Inventory to be helpful for businesses, such as the different customised data fields in your modules, emails, and transactional document templates. But with Zoho Inventory's automation feature, you have the freedom to create and automate numerous functions based on triggers so you can manage data flow between multiple modules, fields, and applications. This feature also helps you to push data to other apps using webhooks to update the required information. For example, you can trigger text messages from an online message sender service integration by creating a webhook. Here are some of the points that we will be covering during this session:
 
  • Setting up the right triggers for your custom functions
  • Creating a workflow rule
  • Updating fields within Zoho Inventory or a different application using webhooks
  • Easily writing scripts for custom functions
  • Configuring email alerts
  • Managing customized in-app notifications  
 
Post your questions, use cases, and suggestions on this topic below, and our experts will weigh in during the live session on August 13, 2020 from 11am to 6pm EDT, 5pm to 11pm IST, and 1pm to 7pm BST.

Don't forget to check out the previous episode of 'Ask the Experts'  session to learn about integrating Zoho Inventory with Canada Post for easy shipping in Canada.

Cheers,
The Zoho Inventory Team


3 Replies
Reply
  • 4 years ago

Hello, I am trying to understand the full capabilities of workflow rules.
Would it be possible to have a workflow rule that internal Purchase Orders could kick off actions within Zoho Project?

  • 4 years ago

Hi Nick,

Yes, using custom functions you will be able to script a deluge code which will create an action in Zoho Projects. In Zoho Inventory, you can create a workflow which triggers on the event of Purchase order creation. All you require is a script which points to the desired Zoho Project API endpoint. Please feel free to write to support.us@zohoinventory.com for more information on the same.

Thanks
Bijoy M B
Zoho Inventory

Hi,

I just want to know if this is possible with Automation:-

When I close a deal in CRM your integration will push that closure as an invoice into Zoho Inventory, but the invoice contains only the description of the item. it doesn't carry the actual item, which is pointless.

With Automation can I create an actual invoice in Zoho Inventory with the real item that can deduct the stock.
Maybe we can delete the description invoice and create a real one in its place !!!


Thanks,
Lesley

  • 4 years ago

Hi Nick,

The invoices created under Zoho Finance module in CRM will be directly synced into Zoho Inventory along with the item details. However sales orders created under the native CRM module will not be synced to Zoho Inventory. As you have mentioned, using custom functions you will be able to push the invoice/ sales orders to Zoho Inventory from CRM with actual items which will in turn reduce the stock quantities.

Please feel free to write to support.us@zohoinventory.com for more information on the same.


Thanks
Bijoy M B
Zoho Inventory

  • 4 years ago

Hi Lesley,

The invoices created under Zoho Finance module in CRM will be directly synced into Zoho Inventory along with the item details. However sales orders created under the native CRM module will not be synced to Zoho Inventory. As you have mentioned, using custom functions you will be able to push the invoice/ sales orders to Zoho Inventory from CRM with actual items which will in turn reduce the stock quantities.

Please feel free to write to support.us@zohoinventory.com for more information on the same.


Thanks
Bijoy M B
Zoho Inventory

Reply to Salman NazarA
/* */
  • 12
  • Insert
  • Plain text
Add Comment
(Up to 20 MB )