Zoho RPA: Robotic Process Automation for Maximum Efficiency
Automate repetitive tasks and connect your applications, so your team can focus on growing the business, without manual effort.
With Zoho RPA, you automate repetitive and high-volume tasks using software robots that connect to your existing applications -- including legacy systems without APIs -- allowing your team to focus on strategic projects.
The no-code visual builder and built-in action recorder let you create automation workflows simply by performing the steps yourself, with no programming required.
Robots can operate in attended mode alongside employees or run unattended on scheduled triggers, processing data entry, report generation, screen scraping, and cross-application workflows around the clock.
Svennis Cloud Solutions, a certified Zoho partner, helps you implement and optimize Zoho RPA for your organization's needs.
This application from the Zoho suite is also included in the Zoho One license.
Why Choose Zoho RPA?
Smart and scalable automation
Zoho RPA provides you with all the tools needed to automate repetitive processes, from data entry and report generation to complex cross-application integrations, maximizing productivity while fully complying with GDPR requirements.
- The no-code bot builder with drag-and-drop interface and screen recording makes automation accessible to business users, not just developers.
- Robots can operate in both attended mode, where they assist employees in real time, and unattended mode, where they execute tasks on schedule or in response to triggers such as webhooks, file events, or keyboard shortcuts.
- Built-in screen scraping capabilities allow bots to extract data from any application interface, including legacy systems and web pages that lack APIs.
- Cross-application automation connects your CRM, ERP, accounting, and communication tools into seamless end-to-end workflows that run without human intervention.
- With OCR-powered document processing, robots can read invoices, forms, and scanned documents, converting them into structured data automatically.
Automated repetitive processes
Save time and resources by automating routine tasks and eliminating manual work that consumes hours of employee time each day.
- From data entry across multiple systems to report generation and file processing, software robots handle repetitive operations with consistent speed and accuracy, freeing your team for higher-value activities.
Accuracy and compliance
Software robots execute tasks without errors, ensuring process consistency and compliance with all regulations including GDPR.
- Every bot action is logged in a detailed audit trail, providing full transparency into automated operations.
- Data encryption at rest and in transit, combined with granular access controls, protects sensitive information throughout every automated workflow.
Scalability
The Zoho RPA platform scales with your business, from a few pilot automations to thousands of monthly executions, without losing efficiency.
- Start with a single bot handling one process and expand to an enterprise-level automation fleet as you identify more opportunities.
- The platform supports parallel execution of multiple robots, ensuring consistent performance even at high volumes.
5 key reasons to choose Zoho RPA
No-code automation
Define RPA workflows using the built-in action recorder and intuitive drag-and-drop interface, without writing a single line of code.
- Simply perform the steps on screen and the recorder captures every click, keystroke, and navigation action, turning your manual process into a reusable automated workflow that anyone on the team can create and maintain.
GDPR Compliance & Security
Protect sensitive data with encryption at rest and in transit, multi-factor authentication, and granular access controls for every robot and workflow.
- A detailed execution audit log tracks all bot activities, while GDPR compliance is built into the platform with EU data hosting, ensuring your automations meet European regulatory requirements.
Extensive integrations
Connect Zoho RPA with Zoho apps, ERP systems like SAP, and other external platforms used in your company.
- Robots can interact with any application through screen automation, while API connectors and webhooks enable deeper integration for applications that support them.
- This cross-application capability is what makes RPA uniquely powerful for bridging disparate systems.
Enterprise scalability
Scale automations to the enterprise level with the ability to simultaneously run hundreds of software robots without interruptions or performance loss.
- Automatic retry on errors and execution monitoring dashboards ensure high reliability, while flexible trigger options including schedules, webhooks, and keyboard shortcuts let you launch bots exactly when they are needed.
Local support from Svennis
Our certified team provides hands-on assistance with process analysis, robot design, and RPA best practices adapted to the specifics of the European market.
- From identifying the highest-value automation opportunities to building, testing, and optimizing your robots, Svennis guides you through every phase of your RPA journey.
Services offered by Svennis for Zoho RPA
Transform your business processes with our RPA expertise
Zoho RPA Consulting
We analyze your processes
We analyze existing business processes and identify repetitive tasks that can be handled by software robots.
We propose the RPA strategy
We set automation priorities and define the robot architecture, including how RPA will integrate with existing systems.
We plan the implementation
We create a detailed plan with well-defined stages, deadlines, and expected results.
RPA Implementation & Configuration
We configure the platform
We configure the Zoho RPA account and execution environment (agents, permissions), ensuring connection with your existing applications.
We build the RPA robots
We build RPA robots based on agreed scenarios, using the recorder and predefined actions to automatically reproduce manual steps.
We test and validate the workflows
We test and validate each RPA workflow to ensure it runs correctly, delivers the desired results, and meets security requirements.
Custom Integration & Development
We analyze existing systems
We identify the applications and systems (ERP, CRM, databases, etc.) that need to be integrated into RPA workflows.
We develop custom integrations
We build custom connectors and scripts (APIs, webhooks, Deluge functions) to extend Zoho RPA capabilities and connect robots with other systems.
We automate end-to-end processes
We synchronize data between platforms and completely eliminate manual interventions, ensuring a fully automated end-to-end workflow.
Training and Ongoing Support
We train the team
We organize hands-on sessions for your team, showing step by step how to create and manage Zoho RPA robots in daily operations.
We provide technical support
We provide fast assistance via email, phone, or the dedicated portal, promptly resolving any technical issues.
We continuously optimize
We monitor robot performance and propose periodic optimizations, so the RPA solution remains efficient long-term.
Zoho RPA Pricing
Flexible licensing for any level of automation
Standard
Suitable for companies looking to scale automation to the enterprise level, benefiting from all Zoho RPA features
Free CRM Audit: Already using a CRM? We'll audit your current setup and show you exactly what's costing you leads - free, no obligation.
Key Features of Zoho RPA
Discover the power of digital automation
Intuitive recorder
Simplify workflow creation with the built-in recorder that captures every action (click, keystroke, etc.) and turns it into an automated step.
- Visual drag-and-drop interface for building workflows.
- Automatically records user actions (clicks, keystrokes) directly from applications.
- Enables creating complex automations without programming knowledge.
Automation on any platform
Zoho RPA can automate actions on Windows, macOS, Linux, and in web applications – even where no API exists – perfectly mimicking a user's workflow.
- Run robots in legacy applications (without API) through direct interaction with their interface.
- Automate web actions: form filling, data extraction, and website navigation.
- Compatible with Windows, macOS, and Linux for RPA workflow execution.
Document Processing & OCR
Automatically extract data from invoices, forms, or scanned documents using OCR technology, eliminating manual data entry.
- Integrated OCR technology to read text from PDFs and images.
- Automatically process invoices, receipts, forms, and other printed documents.
- Reduce human errors and accelerate document-based workflows.
Security & Compliance
Protect data and monitor robot activity through detailed audit logs, maintaining security and compliance of automated processes.
- Data encryption at rest and in transit to protect sensitive information.
- Granular access control for robots and execution audit log.
- Multi-factor authentication and GDPR compliance built into the platform.
Zoho RPA Integrations
Connect with your favorite apps
Zoho RPA integrates seamlessly with Zoho applications and third-party platforms, providing a complete automation ecosystem. Through Zoho Flow, you can connect RPA robots to over 1,000 cloud applications, ensuring complete digitization of your business processes.
Zoho Marketing Automation
Automate marketing campaigns and nurture leads to maximize conversions.
Details
Zoho CRM
Automate CRM data updates and their synchronization with other systems, eliminating repetitive manual entry.
Details
Zoho Books
Automatically process invoices and payments – robots extract data from PDF invoices and record them in Zoho Books without errors.
Details
Zoho Analytics
Gather data from multiple sources through RPA and send it to Zoho Analytics for detailed reports and in-depth analysis.
Details
Zoho Desk
Automatically access and update tickets in Zoho Desk, synchronizing them with information from other systems for faster support.
Details
Zoho Creator
Integrate RPA workflows with custom applications built in Zoho Creator, automating your business-specific processes as well.
DetailsFrequently Asked Questions
Answers to the most common questions about Zoho RPA
Are you ready to automate repetitive processes in your company?
Contact us to discuss your needs and receive a personalized quote.