Description
Zoho Quote represents a formal sales document issued to a customer, detailing the proposed prices for products or services. Quotes are typically generated in response to customer inquiries and include information such as product details, pricing, terms, taxes, and validity dates
The Zoho Quote activity enables workflows to interact with the Quotes module of Zoho CRM. Quotes are formal price proposals sent to customers, often based on deals or sales opportunities. This activity supports retrieval, creation, update, and deletion of quote records — either individually or in bulk.
Use this activity to:
- Get – Retrieve a single quote by ID
- Get All – Retrieve all quotes
- Create – Add a new quote
- Create Many – Add multiple quotes using field mappings
- Update – Modify an existing quote
- Delete – Delete a quote by ID
Use case:
When a new lead is qualified, workflows can generate a quote using ZohoQuote. Prices, taxes, and discounts can be prefilled using Fill Columns or Static Lookup. The quote can be formatted and emailed using Send Email, while versions or approvals can be tracked using Extract Date Component.
- Data – Required only for
Create Many and Update operations.
Output
| Output Type | Format | Description |
|---|
| Data | JSON | Zoho quote record(s) as 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 Quote ID. |
| Fields | Used in Create and Update. Define fields like Subject, Quote Stage, Account Name, Grand Total, etc. |
| Fields Mapping | Used in Create Many. Maps fields from input data to Zoho Quote fields. |
| Operation | Required Fields | Example Input |
|---|
| Get | Id | |
| Get All | None | (No input required) |
| Create | Quote fields | | Subject | Quote #Q001 | | Quote Stage | Delivered |
|
| Update | Id, Fields | | Id | 1234567000000404011 | | Quote Stage | Accepted |
|
| Delete | Id | |
| Create Many | Field Mapping | | Subject | [QuoteTitle] | | Quote Stage | [Stage] |
|
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-crm-quotes |
connection.name | Zoho Quote Automation |
operation | CreateMany |
fieldsMapping | - Subject → QuoteTitle
- Quote Stage → Stage
- Account Name → Client
|
Sample Output
| Id | Subject | Quote Stage | Account Name | Grand Total | Created Time |
|---|
| 1234111 | Quote #Q001 | Delivered | Acme Corp | 1200.00 | 2024-05-12T11:15:00Z |
| 1234112 | Quote #Q002 | Accepted | Globex Inc. | 899.99 | 2024-05-13T08:45:00Z |
