Streamlining Work Order Automation with Zoho Projects, Writer & WorkDrive

Hello Community,

Here is the first post in 'Integration & Automation' Series.

Use Case :: Create, Merge, Sign & Store Documents in Zoho WorkDrive.

Scenario :: You have a standard Work Order template created in Zoho Writer. When a task status is chosen as 'eSign the WorkOrder' in Zoho Projects, data from that task will automatically populate the Work Order document. This document will then be sent to a specific user for e-signature. Once signed, the final document is saved to a designated Team folder in Zoho WorkDrive.

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Check the below video for a detailed explanation

Stay Tuned for more such videos on Business Use cases.

• Topic Participants

• Harshini Dara

  

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