Automate Zoho Inventory with Simply and PAB Integration: A Complete Guide

Learn how to automate Zoho Inventory using Simply and PAB. This step-by-step guide covers integrations with WhatsApp, Google Sheets, and more. Implement the precise methodologies leading organizations use to automate repetitive tasks, illustrated with practical examples designed for immediate application. with Pabbly Connect.

Watch Step By Step Video Tutorial Below

1. Introduction to Simply and The Happening Integration

Simply is a powerful tool that helps automate various tasks, including integrating with The Happening. This tutorial will guide you through automating Zoho Inventory using Simply and PAB. using Pabbly Connect

Integrating Simply with The Happening allows you to streamline inventory management. By following this guide, you will connect Zoho Inventory to various applications like WhatsApp and Google Sheets.

2. Setting Up Your Simply Account

To begin, you need to set up your Simply account. Start by visiting the Simply homepage and signing in or creating a new account. using Pabbly Connect

Once logged in, you will access the dashboard where you can create workflows. Here are the steps to create your workflow:

• Click on ‘Create Workflow’.
• Name your workflow for easy identification.
• Select a folder to organize your workflows.

After creating your workflow, you will see options for triggers and actions. This is where you will connect Zoho Inventory with Simply.

3. Connecting Zoho Inventory with Simply

To connect Zoho Inventory with Simply, you need to set a trigger. The trigger will initiate the workflow based on specific actions in Zoho Inventory. using Pabbly Connect

For this example, we will set the trigger to activate when a new customer is added in Zoho Inventory. Follow these steps:

• Select Zoho Inventory as the trigger application.
• Choose the trigger event, such as ‘Create Customer’.
• Follow the prompts to connect the applications.

Once the connection is established, you will receive a test response confirming the setup. This means your Simply account is now integrated with Zoho Inventory.

4. Automating Notifications via WhatsApp

Now that Zoho Inventory is connected, you can automate notifications to customers via WhatsApp. This enhances communication and customer experience. using Pabbly Connect

To set up WhatsApp notifications, add it as an action in your workflow. Here’s how:

Select WhatsApp as the action application. Choose the action event, such as ‘Send Message’. Map the customer details from Zoho Inventory to WhatsApp.

With this setup, every time a new customer is added, they will receive a WhatsApp message automatically, enhancing engagement.

5. Finalizing Your Workflow and Testing

After setting up your trigger and action, it’s crucial to test your workflow. This ensures that everything functions correctly before going live. using Pabbly Connect

To test, create a new customer in Zoho Inventory and check if the WhatsApp message is sent. Here’s how to finalize your workflow:

Click on ‘Save and Test’ in your workflow. Monitor the response to ensure it’s successful. Adjust any settings if necessary.

Once confirmed, your automation is ready to streamline operations between Simply, Zoho Inventory, and WhatsApp.

Conclusion

In this tutorial, we explored how to integrate Simply with Zoho Inventory and automate tasks using PAB. This setup enhances efficiency and improves customer communication through WhatsApp notifications.