Zoho Purchase Order

Description

The Zoho Purchase Order activity allows users to manage purchase orders in Zoho CRM by performing operations like retrieval, creation, update, and deletion. It supports both single-record and bulk operations, making it ideal for procurement automation and vendor data syncing.

Use this activity to:

• Get – Retrieve a single purchase order by ID
• Get All – Retrieve all purchase orders
• Create – Add a new purchase order record
• Create Many – Add multiple purchase orders using field mappings
• Update – Modify an existing purchase order
• Delete – Delete a purchase order by ID

Use case: Inventory monitoring workflows can trigger purchase order creation via ZohoPurchaseOrder when stock levels drop. Vendor and product details can be mapped using StaticLookup and Fill Columns. Approvals can be requested via Notification, and vendor updates can be sent through Send Email Attachment.

Input

• Data – Required only for Create Many and Update operations.

Output

Output Type	Format	Description
Data	JSON	Zoho purchase order record(s) output

Configuration Fields

Field Name	Description
Connection	Select a Zoho connection (OAuth). Required for authentication.
Operation	Select one of the supported operations: Get Get All Create Create Many Update Delete
Id	Used in Get, Update, and Delete. Provide the Zoho Purchase Order ID.
Fields	Used in Create and Update. Define key-value pairs for product, vendor, and delivery details.
Fields Mapping	Used in Create Many. Maps fields from input data to Zoho Purchase Order fields.

Sample Input

Operation	Required Fields	Example Input
Get	Id	Id 1234567000000303011
Get All	None	(No input required)
Create	PO fields	Subject PO-001 Vendor Name ABC Ltd
Update	Id, Fields	Id 1234567000000303011 Status Delivered
Delete	Id	Id 1234567000000303011
Create Many	Field Mapping	Subject [PONumber] Vendor Name [Supplier]

Input fields for Create Many operation are mapped from data output by the previous activity in the workflow.

Sample Configuration

Field	Value
connection.id	zoho-prod-004
connection.name	Zoho Purchase Orders
operation	CreateMany
fieldsMapping	Subject → PONumber Vendor Name → Supplier Status → POStatus

Sample Output

Id	Subject	Vendor Name	Status	Created Time
12345670000000021	PO-001	ABC Ltd	Approved	2024-05-10T14:30:00Z
12345670000000022	PO-002	XYZ Pvt Ltd	Delivered	2024-05-11T09:45:00Z