We’re thrilled to announce major updates to Zoho RPA, now supercharged and more accessible than ever before. Whether you’re on Windows, macOS, or Linux, your automation toolkit just got a serious upgrade. Let's take a look:
Zoho RPA is now part of Zoho One
With Zoho RPA now included in the Zoho One suite, businesses can record and automate workflows across Zoho apps, all from a single platform.
From processing sales orders in Zoho CRM to archiving attachments in Zoho WorkDrive or Zoho Mail, Zoho RPA gives you the power to automate the repetitive and focus on the strategic.
What this means for you:
Seamless automation when apps like Zoho CRM, Books, Mail, or WorkDrive interact with legacy systems or software that don't offer APIs
An easy-to-use recorder to capture user actions without writing code
A central place to manage, monitor, and scale your automation bots
Windows users: Enhanced OCR + PDF support
For Windows users, Zoho RPA just got a major upgrade with built-in OCR (optical character recognition) and PDF automation capabilities.
New features include:
Reading and extracting data from scanned invoices, receipts, or forms
Automating document approval, classification, and archiving workflows
Converting scanned text into actionable data with ease
This is a game-changer for industries like finance, healthcare, and logistics, where document handling is a daily chore. Let's look at this with an example:
Automated invoice processing with OCR
Problem statement: A retail business is receiving hundreds of scanned invoices each month and manually entering data into Zoho Books.
Solution:
The Zoho RPA bot watches a folder for new scanned PDFs.
When it identifies a new file, it uses OCR to extract the invoice number, date, and amount.
It then cross-checks against open purchase orders in Zoho Books.
Finally, it uploads the invoice to Zoho WorkDrive and updates the record in Zoho Books.
Mac & Linux users: Web automation is here!
Mac and Linux users can now enjoy full web automation support in Zoho RPA.
Key highlights:
Automate browser-based tasks like form submissions, data scraping, and web testing.
Utilize cross-browser compatibility with support for Ulaa, Chrome, Edge, and Firefox.
Build bots that work seamlessly across your browser sessions.
No matter your OS, you can now bring your browser-based workflows to life—without switching platforms or tools. Let's look at another example use case:
Automated lead capture from web portals
Problem statement: A B2B SaaS sales team manually copies leads from a third-party platform into Zoho CRM.
Solution:
The web automation bot logs in to the partner portal daily.
First, it extracts new leads and form submissions.
Then it automatically creates new leads in Zoho CRM and notifies the sales team via Zoho Cliq.
These updates mark a major milestone in Zoho’s vision to make enterprise-grade automation accessible to everyone.
Ready to explore what’s possible?
Visit zoho.com/rpa to get started or access it directly from your Zoho One dashboard!
Comments