The third use case in the ZohoCRM Zoho CRM business scenario is managing orders. This page describes the related tasks and the operations you use in the ZohoCRM Zoho CRM connector and the other ESB connectors.
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The flow for managing orders is illustrated in the following diagram. The ESB connectors for ZohoCRM Zoho CRM and QuickBooks will be used to connect to each service.
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- Retrieve vendors from QuickBooks using the query operation, and then create vendors in ZohoCRM Zoho CRM using insertRecords.
- Retrieve items from QuickBooks using the query operation, and then create products in ZohoCRM Zoho CRM using the insertRecords operation.
- Create purchase orders for the vendors and products in ZohoCRM Zoho CRM using insertRecords, and then create them in QuickBooks using createPurchaseOrder. Use the getRecordsById operation to retrieve the details of the purchase orders. You can associate these purchase orders with relevant contacts in ZohoCRMZoho CRM.
ZohoCRM Zoho CRM operations
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