Create Vendor
AutomatR.Zoho.Activities.CreateVendor
The "Create Vendor" activity in AutomatR is part of the Zoho activities package, facilitating the creation of new vendors within the Zoho platform. This activity streamlines the process of adding vendor details, enhancing automation workflows in Zoho.
Properties
Name | Description |
---|---|
Input | |
Vendor Owner | Enter the user id of the vendor owner. |
Vendor Name | Enter the name of the vendor. This is a required field. |
Enter the email address of the vendor. If provided, it must be in a valid email format. | |
Phone | Enter the phone number of the vendor. |
GL Account | Select the GL account for the vendor. |
Website | Enter the website of the vendor. If provided, it must be in a valid format. |
Category | Enter the category of the vendor. |
Street | Enter the street address of the vendor. |
City | Enter the city where the vendor is located. |
State | Enter the state where the vendor is located. |
Zip Code | Enter the zip code of the vendor's location. |
Country | Enter the country where the vendor is located. |
Description Information | Enter additional information or a description about the vendor. |
Misc | |
Display Name | Provides a customizable name for the activity displayed in the workflow. The display name enhances clarity and organization within the automation project. String variables containing the desired display name. |
Optional | |
Delay | Enter the wait time in seconds (Example: 5 seconds, i.e., 5) to start the activity. |
Output | |
Result | Outputs the created vendor id of type string. |
Note:
- The "Vendor Name" field is mandatory, and either the "Email" or "Phone" field must be provided for contact purposes.
- If the "Email" field is provided, it must be in a valid email format.
- If the "Website" field is provided, it must be in a valid format.
How to Use
- Drag and drop the "Create Vendor" activity onto the workflow.
- Configure the properties by specifying the necessary details such as vendor name, email, phone, etc.
- Optionally, configure the delay and customize the display name.
- Execute the workflow to create the vendor in Zoho.
Example
Consider an example where the "Create Vendor" activity is used to add a new vendor named "ABC Corp" with the following details:
Create Vendor:
Vendor Name: "ABC Corp"
Email: "abc@example.com"
Phone: "+1234567890"
GL Account: "Accounts Payable"
Website: "https://www.abccorp.com"
Category: "Software"
Street: "123 Main Street"
City: "Cityville"
State: "Stateville"
Zip Code: "12345"
Country: "Countryland"
Description Information: "Supplier of software solutions."
Result: createdVendorID
In this example, the activity creates a new vendor in Zoho with the specified details, and the created vendor ID is stored in the variable "createdVendorID" for further use in the workflow.