Purchase order Detail in google sheet

[DME Moti Packaging]

I want to get my zoho purchase order details in google sheet using pabbly

 

[Preeti Paryani]

Hello

Can you please confirm the application you are planning to use to get the purchase order details from Zoho? This would help us to better assist you.

 

[DME Moti Packaging]

pabbly

Hello

Can you please confirm the application you are planning to use to get the purchase order details from Zoho? This would help us to better assist you

 

[Preeti Paryani]

Hello @DME Moti Packaging

It seems there is some confusion, Pabbly will be used to create the automation. To better assist you in setting up a solution, could you please specify the application you’d like to use as the trigger to receive details from Zoho whenever a purchase order is made? This information will help us guide you more effectively.

 

[DME Moti Packaging]

Just like in this video, Zoho Bill is brought to Google Sheet using pabbly, similarly I want to bring Zoho Purchase Order details to Google Sheet using pabbly

 

[Preeti Paryani]

Hello @DME Moti Packaging

Currently, we do not have a trigger in place to receive purchase orders in Zoho Books. I kindly ask you to submit your request directly to the board. We will also escalate the trigger request to our integration team, and if feasible, they will add it.

Please send us your request for the required trigger related to an existing integration using the following link: https://pabbly.hellonext.co/b/Update-Existing-Application

 

[Preeti Paryani]

Hello @DME Moti Packaging

You can achieve your use case using the Webhook by Pabbly. Follow the steps below to set up the webhook:

• Log in to your Zoho Books account.
• Click on "Settings", go to "Automation", and click on "Workflow Rules".
• Click on "New Workflow Rule", enter the "Workflow Rule Name", and choose the module.
• Choose the values for the "Workflow Type" and "When Purchase Orders Bill is" fields, and click on "Next".
• Select the "Immediate Action Type" as the Webhook and "Immediate Action Name" as the name of your webhook.
• Click on the "Add New Webhook" button. Enter the Webhook Name, and Select "Purchase Orders" as Module. Copy the above URL and paste it into the "URL to notify" field and set "Post" as Method.
• Remove the Custom Parameter and save.
• Click the "Capture Webhook Response" button below and perform a test record to ensure the webhook response is captured here.

Please try set up the workflow using webhook and let us know if it works for you.

 

[DME Moti Packaging]

Hello @DME Moti Packaging

You can achieve your use case using the Webhook by Pabbly. Follow the steps below to set up the webhook:

• Log in to your Zoho Books account.
• Click on "Settings", go to "Automation", and click on "Workflow Rules".
• Click on "New Workflow Rule", enter the "Workflow Rule Name", and choose the module.
• Choose the values for the "Workflow Type" and "When Purchase Orders Bill is" fields, and click on "Next".
• Select the "Immediate Action Type" as the Webhook and "Immediate Action Name" as the name of your webhook.
• Click on the "Add New Webhook" button. Enter the Webhook Name, and Select "Purchase Orders" as Module. Copy the above URL and paste it into the "URL to notify" field and set "Post" as Method.
• Remove the Custom Parameter and save.
• Click the "Capture Webhook Response" button below and perform a test record to ensure the webhook response is captured here.

Please try set up the workflow using webhook and let us know if it works for you.

But there is no purchase order option in pabbly's workflow

 

[Preeti Paryani]

Hello @DME Moti Packaging,

You will need to use Webhook by Pabbly as the trigger application. Please refer to the attached screenshot for more details. After that, you can add the webhook to your Zoho Books account by following the instructions provided.

• Log in to your Zoho Books account.
• Click on "Settings", go to "Automation", and click on "Workflow Rules".
• Click on "New Workflow Rule", enter the "Workflow Rule Name", and choose the module.
• Choose the values for the "Workflow Type" and "When Purchase Orders Bill is" fields, and click on "Next".
• Select the "Immediate Action Type" as the Webhook and "Immediate Action Name" as the name of your webhook.
• Click on the "Add New Webhook" button. Enter the Webhook Name, and Select "Purchase Orders" as Module. Copy the above URL and paste it into the "URL to notify" field and set "Post" as Method.
• Remove the Custom Parameter and save.
• Click the "Capture Webhook Response" button below and perform a test record to ensure the webhook response is captured here.