Description
The Zoho Sales Order entity represents a formal confirmation of a customer’s order before goods or services are delivered. It includes details such as order items, quantities, prices, taxes, delivery schedules, and billing/shipping addresses.
Sales Orders are typically created after receiving a Purchase Order (PO) from a customer and are part of the order fulfillment process in Zoho CRM.
The Zoho Sales Order activity enables workflows to interact with the Sales Orders module in Zoho CRM. Sales orders are formal confirmations issued to customers before goods are delivered. They help track items, quantities, taxes, and delivery schedules.
This activity allows you to retrieve, create, update, or delete sales orders, either one at a time or in bulk, as part of your workflow automations.
Use this activity to:
- Get – Retrieve a single sales order by ID
- Get All – Retrieve all sales orders
- Create – Add a new sales order
- Create Many – Add multiple sales orders using field mappings
- Update – Modify an existing sales order
- Delete – Delete a sales order by ID
Use case:
Following invoice generation, a sales order can be created using ZohoSalesOrder. Shipping and billing fields can be auto-filled using FillEmptyCells, and inventory checks can be added using StaticLookup. Final order data can be uploaded to ERP systems using GoogleDriveUpload or emailed to logistics.
- Data – Required only for
Create Many and Update operations.
Output
| Output Type | Format | Description |
|---|
| Data | JSON | Zoho Sales Order record(s) output |
Configuration Fields
| Field Name | Description |
|---|
| Connection | Select a Zoho connection (OAuth). Required for authentication. |
| Operation | Choose from the supported operations: - Get
- Get All
- Create
- Create Many
- Update
- Delete
|
| Id | Used in Get, Update, and Delete. Provide the Zoho Sales Order ID. |
| Fields | Used in Create and Update. Define fields such as Subject, Account Name, Order Date, Status, etc. |
| Fields Mapping | Used in Create Many. Maps fields from input data to Zoho Sales Order fields. |
| Operation | Required Fields | Example Input |
|---|
| Get | Id | |
| Get All | None | (No input required) |
| Create | Sales Order fields | | Subject | SO #2024-01 | | Status | Confirmed |
|
| Update | Id, Fields | | Id | 1234567000000555011 | | Status | Delivered |
|
| Delete | Id | |
| Create Many | Field Mapping | | Field name | [Previous Activity data column] | | Subject | [OrderRef] | | Status | [OrderStatus] |
|
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-salesorders |
connection.name | Zoho Sales Order Sync |
operation | CreateMany |
fieldsMapping | - Subject → OrderRef
- Status → OrderStatus
- Account Name → CustomerName
|
Sample Output
| Id | Subject | Status | Account Name | Order Date |
|---|
| 12345670000001001 | SO #2024-01 | Confirmed | Acme Corp | 2024-06-01T10:00Z |
| 12345670000001002 | SO #2024-02 | Delivered | Beta Inc. | 2024-06-03T15:45Z |
