Automating CRM with UiPath
Automating your CRM can aid your Business place it at the forefront of your sales goals. In this tutorial, we will see how to place orders automatically during stock depletion using two robots.
We’ll be automating some part of an open-source CRM called dolibarr. It will be an inventory management system that orders the product if the stock depletes.
We’ll employ two robots, one to check the inventory and if the product’s in-stock value is lesser than the min stock, we’ll create a price request from the CRM and send the emails to the vendors. The other one will download the CSV from google sheets that have the product delivery quotation submitted by the vendors. The app filters the data and places the order with the lowest bidder.
The first robot will work seamlessly on checking the inventory for product items. The sheet will have the product name, in stock value and the min stock value. I’ve used ReFramework to implement the Robot One where every transaction item will be data row from the product inventory list.
- The robot first reads the excel sheet and filter based on the in-stock and min stock value of each product.
- Then, the robot opens the Dolibarr CRM and logs into the application automatically with the admin credentials.
- After logging in, the robot navigates to the commercial section and creates a new price request.
- After creating the price request, emails will be sent to all the vendors.
After this process is complete, the vendors create estimations and the order will be placed to the lowest bidder which is taken care of Robot Two.
In this process, we will be downloading the responses from google forms, then convert CSV file to xlsx file format and pick the company which has the least deliverable product price among the responses and fills that company details in the dollibar page.
First, add a sequence to the flowchart. In this sequence, we will navigate to the responses of google forms page and download the responses. We can do that by using open browser activity. Specify the URL path in the URL field in the open browser activity, then by using click activity indicate the element in the google form. Indicate the response tab. By using the same process, then click on 3 buttons and click on download as CSV option. The file will be downloaded after clicking on the ok button.
Next, add another sequence in the flowchart here we will convert the CSV into an excel file so that we can process the file easily. Inside the sequence add start process activity and specify the file path. Use click activity and navigate to save as button and click on the drop-down box, and select excel format.
Click on the ok button. This sequence will look like below image:
From the above processes, we can maintain the inventory system more easily and efficiently.
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