[Free Webinar Series] Get to Know Zoho RPA: Optimize, accelerate, and transform your automation journey
Hello Everyone!
Hope everyone is doing good.
Gear up for the upcoming webinar series on Zoho RPA.
Manual, repetitive tasks—like filling out forms, copying information from one place to another, data extraction, or organizing files—not only drain your time but also make you less efficient, making it harder to focus on the work that truly matters.
This is where Zoho RPA comes in.
Zoho RPA is a robotic process automation platform that helps automate manual, repetitive tasks that follow specific rules while streamlining processes, reducing errors, and increasing efficiency. It's best suited for tasks with a clear sequence of steps—ones that are simple, consistent, and repeatable—and tasks prone to human error. Some examples include opening and closing applications, filling out forms, creating invoices, copying and moving files, doing calculations, and extracting data.
It can be used to automate a wide range of business processes in a variety of industries, including retail, healthcare, finance, and manufacturing, to improve efficiency, reduce costs, and improve customer satisfaction.
Introducing the Zoho RPA Get to Know series
When we introduced Zoho RPA, our goal was to ensure that every user could leverage the full power of this innovative tool and experience its benefits to the fullest. We believe that the key to maximizing the impact of Zoho RPA lies in understanding its capabilities and applying them effectively in your daily operations.
To align with this goal, we’ve launched a series called Get to Know Zoho RPA, designed to equip you with the knowledge and skills needed to make the most of Zoho RPA. Each edition of the Get to Know series will span three days, with each day featuring three one-hour session options to accommodate various time zones, including APAC/ANZ, EMEA, and the Americas.
This series will guide you through the purpose of the platform, RPA as an industry, a platform overview, its features and configuration steps, and real-time examples with live demonstrations showing how Zoho RPA allows users to create bots that can mimic human actions, such as data entry, form filling, and data extraction, as well as how it makes automation accessible to users without extensive technical knowledge.
Session agenda
Day 1: Introduction to RPA & a Zoho RPA platform overview
Day 2: Agent setup and automating interactions with Windows-based applications using Windows-based actions, MS Excel, and RPA's different types of triggers
Day 3: Automating interactions with web-based applications using web automation actions, file & folder actions, and the different types of RPA triggers, plus managing settings in Zoho RPA
On Day 3, we'll also have our product panel available to take live questions about Zoho RPA!
Schedule
Dates: September 10-12, 2024
Register using the links below:
Block your calendar for September 10-12, 2024—we're looking forward to meeting you all in the session. Register now and leave with a leg up on the competition! :)
With regards,
Zoho RPA Team
Access your files securely from anywhere
Centralize Knowledge. Transform Learning.
All-in-one knowledge management and training platform for your employees and customers.
New to Zoho Recruit?
Zoho Developer Community
New to Zoho LandingPage?
Zoho LandingPage Resources
New to Zoho Survey?
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Bigin?
Topic Participants
Manikandaraj Karpagavinayagam
New to Zoho TeamInbox?
Zoho TeamInbox Resources
Zoho CRM Plus Resources
Zoho Books Resources
Zoho Subscriptions Resources
Zoho Projects Resources
Zoho Sprints Resources
Qntrl Resources
Zoho Creator Resources
Zoho CRM Resources
Design. Discuss. Deliver.
Zoho Show Resources
Get Started. Write Away!
Writer is a powerful online word processor, designed for collaborative work.
Zoho CRM コンテンツ
-
オンラインヘルプ
-
Webセミナー
-
機能活用動画
-
よくある質問
-
Ebook
-
-
Zoho Campaigns
- Zoho サービスのWebセミナー
その他のサービス コンテンツ
Nederlandse Hulpbronnen
ご検討中の方
Recent Topics
Zoho Desk Android and iOS app update: Odia Language
Hello everyone! We have now brought in support to access the Zoho Desk app in Odia language. Please update the app to the latest version directly from the Play Store/ App Store or using the links below: Zoho Desk - Play Store Zoho Desk - App Store OnceHow to check Leads with no Task (open activity)
Hi everyone, I was wondering if there’s a way to view leads that don’t have any tasks assigned or open activities linked to them.How do I migrate from Office 365 to Zoho Mail?
Check out Advik Email Migration Wizard, this software is specially developed to move mailboxes from Office 365 to Zoho Webmail. In addition you can migrate from Gmail, Yahoo, Rediffmail and 80+ webmail servers to ZOHO MAIL. Isn't it amazing? This is an all in one email migration solution. Steps to export emails from Office 365 to Zoho Webmail are as follows; Run Advik Email Migration Tool in your system. Select Office 365 as source and enter its login credentials. Select mailbox folders and chooseFeature Request: Include Creator-applicable Deluge updates in the Creator Release Notes
I'd like to put forward a suggestion about how Deluge updates are surfaced to Zoho Creator developers, and I'm hoping the Creator team will consider it. Zoho Creator is built on Deluge. Every workflow, custom function, validation and schedule we writeBridging the gap between incident management and project delivery
As an organization, you can have structured backup plans to handle issues that arise during project execution. Despite best efforts, even efficient processes can fall into an escalation trap where a red flag travels up the tiers but no real action follows.Update on default settings for AI features in Cliq
Hello all, We'd like to provide clarity on a recent change to AI feature defaults in Cliq. As part of our regular review of AI features conducted in April 2026, we re-evaluated how these features are enabled by default. We've decided that the AI featuresAssociate Zoho Billing Invoices with multiple Zoho FSM Work Orders
Hello Latha, We are writing a custom Deluge automation script in Zoho FSM to handle monthly consolidated billing. The script successfully compiles line items from multiple completed Work Orders, interfaces with the Zoho Billing API, and generates a singleHow do I delete all my leads so I can start again?
How do I delete all my leads at one time so I can start again?Le cauchemar de PEPPOL avec Zoho Books
Après de longues hésitations — car je défends toujours les produits Zoho malgré leurs imperfections —, je me suis décidé à poster cet avis sur ce forum. En effet, depuis plus de 5 mois, les nombreux soucis relatifs à la facturation par PEPPOL semblentWhat is a realistic turnaround time for account review for ZeptoMail?
On signing up it said 2-3 business days. I am on business-day 6 and have had zero contact of any kind. No follow-up questions, no approval or decline. Attempts to "leave a message" or use the "Contact Us" form have just vanished without a trace. It stillnumber auto generate
There is a basic need for a function to auto generate numbers. Presently the help pages layout several confusing and non-working ideas. You will not get my subscription without a simple auto number function.Mailbox delegation - A secure way to enable collaboration
Admins often encounter scenarios where a user needs another team member to access and manage their mailbox during extended leave, role transitions, or while handling high email volumes. In such situations, ensuring business continuity without sharingService currently unavailable
The Zoho Mail Webmail is working, the Mail Admin Console is not: "Our service is temporarily unavailable, please try after sometime." How long must I wait to retry? edit: To add to this, the Webmail is not working 100% - I can open mail in the inbox,Email Opt Out Question
Has the problem where if a customer is emailed opt out prevents you sending standard emails? For me this feature is simply to stop any email marketing and should not block people from receiving emails via Zoho mobile, which makes no sense.Rich-text fields in Zoho CRM
Moderation Update: During the initial release of Rich Text fields, it was supported only in the Enterprise and Ultimate editions. We have gradually extended Rich Text fields to all the paid editions of Zoho CRM. Hello everyone, We're thrilled to announceincoming mails not received
incoming mails not receivedPower up your Kiosk Studio with Real-Time Data Capture, Client Scripts & More!
Hello Everyone, We’re thrilled to announce a powerful set of enhancements to Kiosk Studio in Zoho CRM. These new updates give you more flexibility, faster record handling, and real-time data capture, making your Kiosk flows smarter and more efficientFSM- are we getting there
We have now tried the FSM a couple of times. We have been defeated on the offline access. As you can imagine the enginner needs to know the customers details, the job and the equipment. This needs to be cache. Is it yet? Plus Our engineers do multipleAgents in Homepage
Hello all, Your agents do useful work. They find things like important leads, deals, and updates for you. But until now, you could not see any of this on your Home page. To check what an agent had found, you had to open the agent on its own, away fromHow can I get quantity number for each item from collection ?
How can I get quantity from sub form in another form when I fetch data get it in collection Cliq iOS can't see shared screen
Hello, I had this morning a video call with a colleague. She is using Cliq Desktop MacOS and wanted to share her screen with me. I'm on iPad. I noticed, while she shared her screen, I could only see her video, but not the shared screen... Does Cliq iOS is able to display shared screen, or is it somewhere else to be found ? RegardsUpdates on Report Panel Selection Customization
Zoho Dev Team, I would like to check if we have updates on Search Panel selection list. And if we can finally select a few instead of going to the list.Global search
Hi! I think it would be great to have a global search that would give you results from all records of a database, no only for a single field of a single form as we have now. Thanks!Related List Expanded View in Zoho CRM: see more related records at a glance, filter and take bulk actions
Hello everyone! Related lists show you the records connected to what you're working on: contacts under an account, activities tied to a deal, products linked to a quote. But until now, you could only see 10 records at a time. If you needed to filter resultsLightbox Pop-up form
I would like to embed my form using the lightbox pop up. I don't want it to load automatically. I want it to load when some clicks the button. I can see this option, however when I use the "show pop-up launch button" on the website, the button automaticallyFormat print pos
can anyone help me create a format to print in thermal pos format as epson t20ii printerGetting the Record ID of a form once it is submitted - so that form can be edited later
In Zoho Forms, where can I access the record ID of a form once the form is submitted? - Record ID is not available in webhook payloads - It is not available to form fields, including in formulas - It is not available as a parameter in a thankyou pageTip#51: Use Nested Picklists for cleaner forms
Are you looking for a dropdown field that branches out with multiple child options? Zoho Sprints supports Nested Picklist where you can create a parent-child relationship to navigate the users seamlessly with the required options. This ensures that the#19 The Easier It is to Pay, the Faster You Get Paid
In our previous post, we looked at recording offline payments to keep your books accurate. But what if you could eliminate that manual step altogether? Imagine sending an invoice where your customer doesn't have to copy your bank details, switch betweenAll new Address Field in Zoho CRM: maintain structured and accurate address inputs
Availability Update: 29 September 2025: It's currently available for all new sign-ups and for existing Zoho CRM orgs which are in the Professional edition exclusively for IN DC users. 2 March 2026: Available to users in all DCs except US and EU DC. 24Mass Email: Individual or Bulk?
Can anyone confirm that the mass email feature sends as an individual email or as bulk? I'm curious to know what a mass email header looks like.How do I add our corporate fonts to campaign template?
We have developed a custom campaign template in Zoho Campaigns. Unfortunately there is such a small option of fonts by Zoho default. We need to add our 2 corporate fonts so that our campaigns are in line with our brand. How do we do this?Export current view on timesheet bug?
When you export current view on timesheet, which is a welcome change, it states: Only the current view with its visible columns will be exported from Zoho Books in CSV or XLS format.". However when this is done, the current view is not fully exported.What's New in Zoho Invoice | April – June 2026
Hello everyone! We're back with the latest updates and enhancements we've rolled out in Zoho Invoice from April to June 2026. Here's what's new this quarter: Connect Zoho Invoice to AI Using Zoho MCP Customize Accessibility Preferences Attach AnnexureMarketing Tip #38: Increase order value with free shipping thresholds
Free shipping is one of the easiest ways to nudge customers to spend a little more. Instead of offering free shipping on every order, set a minimum order value customers need to reach. This encourages shoppers to add one more item to their cart, whichIntegration between Zoho Creator & Zoho Projects?
Hie , Integration between Zoho Creator & Zoho Projects? Is that possible if yes then How??Zoho CRM's Old User Interface is set for EOL - Deadline and What to Expect
Hello Everyone, We are nearing the completion of enabling the Next Gen UI for users as announced in this post. The Next Gen UI introduces CRM For everyone with an improved workspace experience housing features like Teamspaces, Team Modules, enhanced views,Error AS101 when adding new email alias
Hi, I am trying to add apple@(mydomain).com The error AS101 is shown while I try to add the alias.Improved Email Management: More control over outgoing email delivery in Zoho Creator
Hello everyone, Managing how your Zoho Creator applications send emails just got a whole lot more powerful. We've completely revamped the Email Management feature to give you greater flexibility, better deliverability, and deeper control over your outgoingSend a converted Contact or Deal back to Leads using the Restore Lead extension for Zoho CRM
Hello everyone, This comes up more than people expect: a Lead gets converted into a Contact, and sometimes a Deal along with it, because at the time it looked ready. Then the situation changes the opportunity turns out to be much further off than expected,Next Page