Automate Purchase Orders and Draft Payments with Zoho Inventory Alerts

Automatically generate a purchase order and create a Revolut draft payment when Zoho Inventory levels drop below a specified threshold. This workflow streamlines procurement and payment processes, ensuring timely restocking and efficient financial management.

This workflow monitors Zoho Inventory for items with stock levels below a defined threshold. When such an item is detected, it searches Airtable for supplier details, generates a purchase order using a Google Docs template, and exports it as a PDF. The PDF is then emailed to the supplier. Simultaneously, a draft payment is created in Revolut, ensuring that financial transactions are prepared in advance. This automation reduces manual intervention, speeds up procurement, and ensures that payments
Platform
Make
Category
Business Operations & ERPs
Price
$4.99
Creator
Divya Sjoberg

How to import this workflow into Make

  1. 1Purchase or download the workflow to get the Make blueprint JSON file.
  2. 2In Make, create a new scenario, click the three-dots menu, and choose "Import Blueprint".
  3. 3Reconnect each module to your own app connections when prompted.
  4. 4Run the scenario once to verify it, then set your schedule and turn it on.

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