Ask the Experts - Zoho Inventory #20: 6 hours of live discussion about Automation in Zoho Inventory

Ask the Experts - Zoho Inventory #20: 6 hours of live discussion about Automation in Zoho Inventory







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


    • Sticky Posts

    • Ask the Experts - Zoho Inventory #15: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Desk

      Hello all! Customer experience lies at the heart of business success. In this week's 'Ask the Experts - Zoho Inventory', let's discuss integrating Zoho Inventory and Zoho Desk for better customer experience. Zoho Inventory integrates with Zoho Desk to bring you the speediest communication with your customers. This integration helps you make sure that your customer service representatives and your sales team are always connected to your back office so they can immediately respond to order-related
    • Ask the Experts - Zoho Inventory #13: 7 hours of live discussion on the integration between Zoho Inventory and Zoho Sign

      Hello all! We are back with an important topic for discussion today on 'Ask the Experts - Zoho Inventory.' Let's discuss the integration between Zoho Inventory and Zoho Sign for e-sign capabilities for your organization.   We're seeing a tremendous increase in e-signature requirements with most of our customers currently working from home. At the moment, the only workflow available in Zoho Inventory to handle this is to create an Invoice and get it signed digitally by your customers. Here are some
      • Recent Topics

      • My email is blocked from sending

        I get this message when I try to send any message .. > Unable to send message, Reason 554 5.1.8 Email Outgoing Blocked We have urgent emails to send and the issue continues to persist from yesterday. Please help us with this issue as soon as possibl
      • [WEBINAR] Smooth year-end closure with Zoho Books (KENYA)

        Hello there, This webinar is for all Kenyan businesses looking to wrap up their financial year smoothly! Join our free session to learn how Zoho Books can simplify your year-end process. What to expect from this webinar: - All the latest updates in Zoho
      • cannot recieve or send emails

        we are not recieving or cannot send emails.Shows sysytem error
      • Zoho Sites - contact us form

        I have added a contact us form to my website. I wanted to change the layout so I deleted the section of Contact Us form. When I again try to add the section of Contact Us form, it shows error that "This form already exists on this page."  I am unable
      • switching from POP3 to IMAPI do I need to change settings in Web email?

        hi so I am using Outlook with My Zoho mail, also have Verizon email /AOL. they no longer support POP3 and said imapi is much better, so I want to switch my ZoHo to imapai. I googled and it said i need to change it in my account....i looked at my account
      • What functionality is new in the Z025 Spaces UI dashboard compared to the previous Zoho One dashboard?

        My company is interested in creating a revamped dashboard this coming year, and are trying to weigh different platform options. The new Spaces UI is said to be a more "feature-rich" dashboard experience than the previous. Could a developer please explain
      • Collections Management: #5 Convenience on Offer, using Self-Checkout

        "Is this the right page? Oh, now, it wants my address again. Why am I being redirected?" These were the exact thoughts running through Karan's mind as he tried to subscribe to an application he genuinely liked. He clicked "Buy Now", expecting a quick
      • Tip #50- A Closer Look at the Unattended Access Dashboard- 'Insider Insights'

        Having complete visibility and quick access to everything you need certainly makes managing multiple remote devices a lot easier, and that is precisely what the Unattended Access Dashboard in Zoho Assist is designed to offer. Once you go to the Unattended
      • How to update custom multi-user field in Zoho Projects?

        I'm trying to update custom multi-user fields in Zoho Projects via a Deluge function in CRM. The code I have so far is below. It works for updating standard project fields and single-line custom fields, but it does not work to update multi-user fields.
      • Tip of the Week #75– Manage your social media messages from a single shared inbox.

        Are you tired of jumping between apps or browser tabs to reply to your business's Facebook and Instagram DMs? Handling customer messages on social media might seem simple, but switching between multiple platforms can easily lead to lost messages, duplicate
      • Zoho Map integration tasks have changed - you need to "Locate all instances of Zoho Map integration tasks in your Deluge scripts by searching for the v1 marker... before 16 January 2026"

        The Zoho Map deluge integration task has been changed (as at 21 October 2025) to provide a more structured, JSON-like response. This change affects all three Zoho Map integration tasks (Geocode, Reverse Geocode, and Distance Between). More details can
      • Using files from Zoho CRM in Gemini/ChatGPT/Claude

        Hi all, I’ve got subscriptions to Gemini and a few other AI tools which I use for tasks like data enrichment, email composition, etc. In our workflow, we often receive various documents from clients — such as process workflows, BRDs/requirement documents
      • Zoho Analytics & Zoho Creator - Modified Time value

        I'm trying to use the Zoho Creator system field 'modified time' in Zoho Analytics, but it's consistently showing 12 hours 'out' In Zoho Creator In Zoho Analytics Is this a constant difference that I just need to correct with a timezone change - or is
      • Portal For Different Apps

        I found some older threads on this but didn't see anything very recent. I'm new to Zoho One so forgive me if my terminology is off a bit. I was hoping set up a single point of entry into Zoho One. So, many of the apps could be found in one single place
      • Calls undetected

        Zoho Voice records indicate my last call ended at 6:00 PM. All incoming and outgoing calls occurred between 6:00 PM and 7:00 PM.
      • Unable to Select Authenticated Domain as Sender

        We’ve already authenticated our domain, but it’s still not appearing in the sender list when we try to run a campaign. Could you please check what might be causing this issue?
      • Zoho Projects - Show Task List as dropdown field on Task records

        Hi Project's Team, I noticed today that there is no field on a task record related to the task list it belongs to. A dropdown would be helpful for quickly moving tasks between lists while in a task. I know that you can go to "Other Actions" and choose
      • My followed tickets extension is not working under the All departments view

        Hi. I've installed the My followed tickets extension. However, when I try to open the extension under the all departments view, I get the following message: 'Sorry, this extension is not supported in the All Departments view.' How can I solve this p
      • Ticket Time Entry to Timesheet

        The title just about sums it up. I have searched here and not found anything relevant, but If I overlooked, then please set me straight.  We have staff that do nothing but close tickets in desk all day long. These tickets represent their timesheet. Is there a way to have this information sync or for a tech to go into their timesheet themselves and sync it with their tickets of the same timeframe?? We waste a ton of time doing timesheets and the old "Clock in/Clock out" isnt detailed enough for us!!
      • Calls undetected.

        The call is not showing on the call log.
      • Calls undetected

        Zoho is not reading calls made.
      • Missing information data Zoho inventory

        there some missing data in Zoho inventory connection. pick list stock counts bin location we have requested it via mail and the support team doesn’t gove feedback. has anyone achieve to get these info or to ask other ya les
      • Calendar Events Issues

        Not able to view scheduled events on my calendar
      • Extensions 101 webinar series: Build, integrate, and monetize with extensions

        Attention developers! Are you ready to take your extension development skills to the next level? We're excited to bring back the Extensions 101 webinar series with an expanded lineup of Zoho products and an introduction to more platform features. Last
      • Where are recordings stored?

        I have hosted a couple of test meeting, used the "record" button to start and stop the recording but I am unable to find where are those recordings saved?  Can anybody help? Thanks
      • Zoho Desk's integration with Microsoft PowerBI delivers advanced analytics insights

        Hello everyone, Gaining advanced insights through reports and dashboards is one of the critical requirements of every business. In addition to key metrics tracked in Zoho Desk, such as agent performance, SLA adherence, and ticket lifecycle, businesses
      • IMAP error message in Zoho mail

        I cannot send emails today. Everything fine for years until today. Get a message: "You are yet to enable IMAP for your account. Please contact your administrator". Does anyone know how to correct this?
      • IMAP stopped working today

        Hello! I've been a paid customer for more than 10 years, IMAP was always working fine. But today this is the error I've got on my iPhone: I've tried toggling the IMAP for my account (Mail -> Settings -> Mail accounts) off and on again, but that did not
      • Multiple columns in a form

        I am evaluating Zoho Creator. However, I am seeing almost no layout control on a form.  Just a basic 1 or 2 column format that is then imposed on the entire form.  That's not going to work for many, many real world cases. We need multiple columns per line, and we need each line/section to occupy a single column or be able to span the columns.   Someone please tell me that I'm missing something and the capability is actually there.  
      • 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!
      • Any insights about API/v2? Having problem for a while.

        I don't know why it is throwing a 404 error, my report name is correct. Has someone had this issue and how you fix it?
      • Edit QR code with redirect to form

        Guten morgen, wir haben ein Formular Reklamation_erstellen. Dort soll ein QR Code erstellt werden, der im Lieferschein angezeigt wird. Beim Scannen auf dem soll das jeweilige Formular zum BEARBEITEN geöffnet werden. Leider bekomme ich es nur so hin, dass
      • Getting all the ingredients together for baking an app

        Good day everyone. After reading a lot of the help docs and watching videos, I now started on my app. To prevent hours and hours wasted on going down the wrong track, I would like some clarification on the following. But first some background: I have
      • Help Needed with Configuring ZC Microservice

        I'm attempting to create a simple microservice, but am running into problems with scope and auth. Using Custom API Builder, here's my setup: 1. Method: GET 2. Auth: OAuth2 3. User Scope: All users 4. Response: Standard 5. Function: A function that returns
      • Creator Simplified #10: Predefine Form Field Values and Make Them Read-Only for Users

        Hey Creators, Ready for this week's tip in the Creator Simplified series? Today, we will explore how to have read only fields in a form. Use Case: Assume a scenario where the default value for a Department field needs to be English Literature, but you
      • Zoho Mail : Email Outgoing Blocked

        I suddenly received the following message yesterday. I cannot send any mail. Please resolve as soon as possible, I cannot work without sending email. Dear User, We regret to inform you that your email outgoing has been blocked and you will not be able
      • Creator and Tables

        Good day. I am trying to create my first application. I have imported my data into Tables and am creating my app in Creator. I do not see my tables and cannot see how to write forms data to a table. Even the Workflow just uses the form. In one of the
      • customer Name and address details

        i created one application there is no customer details in that . how to add customer details and
      • Recalculate every row in the subform

        Hello, Can anyone help me with a script, please? I have an issue. Sometimes it happens, that in a multi row subform one of the rows show an incorrect row total value. Not really understand how it can happen, if I have a 20 row subform, 19 rows show correct
      • Creating Repeat Forms that remove redundancies

        I wanted to understand if you can make multi-layer forms that reduce the need for users to input information in again and again. We want a form that our suppliers fill out per ingredient they sell, and the end result should have the Ingredient (Section
      • Next Page