RYSA Technologies and Services - Blog , Microservices

Managing PDF documents Using Zoho Creator

Fri, 24 Mar 2023 16:07:18 +0530

“There’s no shortage of remarkable ideas, what’s missing is the will to execute them.” – Seth Godin

Introduction

In today's digital age, PDF documents have become a ubiquitous file format for sharing information. However, it's not uncommon to find yourself with multiple PDF files that need to be merged into one for easier organization or sharing. That's where PDF merge applications come in handy.So, whether you're a student, professional, or anyone who works with PDF documents regularly, this blog will provide you with valuable insights on how to merge PDF files quickly and easily.

Use Case

Let's say you have a company where you send life insurance quotation to client based on the need and also merge a catalogue along with all the other product details for reference to the client.

Here's how it could work:

The life insurance agent or broker gathers multiple life insurance quotes from various insurance providers.

Each quote is saved as a separate PDF file.

Using a PDF merge tool, the agent can combine all of the PDF files into a single document.

The agent can then add a cover letter or introduction to the merged PDF document that explains the various options and highlights any particular benefits of each plan.

The merged PDF document can then be sent to the client's business via email or a secure file-sharing platform.

By using a PDF merge tool, agent can save time and effort by combining all of the necessary information into a single document. This can make it easier for the client's business to review and compare the various life insurance options, and can help to streamline the overall process of selecting and purchasing life insurance coverage.

How Zoho Suite Helps in Automating this?

Zoho offers a suite of productivity tools that can be used to create and manage PDF files, including PDF merge.By using the Zoho suite of products in conjunction with the PDF merge, you can create, manage, and merge PDF files with ease, all from one platform namely a Zoho Creator Application which covers both your business process workflow and digitalized documents share/sign/email.

Conclusion

So if you find yourself struggling to manage multiple PDF files, consider using a PDF merge Integration with your existing application to simplify the process and streamline your workflow. In addition, you can leverage the digital signing platforms viz Zoho Sign to get the documents signed digitally as part of compliance.

Supply Chain Automation and Microservices with Zoho Platform

Thu, 17 Mar 2022 16:05:13 +0530

“When services are loosely coupled, a change to one service should not require a change to another.”

― Sam Newman

Introduction

Microservices architecture enables an organization to evolve its technology stack.The goal is that teams can bring their services to live independent of each other. Microservices reduces all types of dependencies and the complexities around it.

Zoho Creator, a low code platform for custom application development leverages the microservices architecture which allows you to prepare independently deployable components owned by a small team. Any issues in the services can be easy to identify/fix and easy to redeploy as the processes can be very agile.

Use Case

Let us say you have a SME dealing with confectionery. In your business you will have to deal with different services like Shipping items between Multiple warehouses, Inventory management, Accounts/Books Keeping.

Let's assume you have a centralized/primary warehouse where all the stock will be received which acts as a hub for all the other warehouses. The items will be moved from the main warehouse to other warehouses according to the stock availability and the needs of the other warehouses. This will be managed by the logistics team.

Once the items are transferred to the respective warehouses, the stock in each warehouse has to be managed using an inventory management team. This team keeps track of the stock in each warehouse and makes sure that the inventory is always ready for supply and also notifies if the stock is less for a particular item and helps in configuring reorder.

After the inventory is accurately captured, relevant staff can manage the inventory management effectively. Next, the Accounts/Books keeping of the finance team comes into action. This team does all the accounting work like generating invoice, keeping track of the invoice payments, tax filing, and due payments.

All the above teams are separate microservices which work independent of each other. The data can be shared between each team if required. This makes each team independent and makes sure the dependencies are reduced between the services.

Solution Using Zoho Products

This entire process of shipping items from/to the warehouse, Stock keeping/Management, Accounting and Financing can be done by using a simple integration via APIs of supported products. For the specific use case here, below Zoho products are considered:

1.Zoho Creator can take care of the front end of the app interaction with the customer as well as the workflow of the production line in the back end of the application. The app is also mobile/tab/web friendly so that the user can work on the move without any issues.

2.Zoho Inventory takes care of all the materials that are kept in the inventory. This also enables you to manage the stocks in the multiple warehouses, shifting of goods from one warehouse to other, etc.

3.Zoho Books takes care of all the accounting part of the application such as Invoice processing, sale order management, vendor/customers data capture, Tax filing and reports of Balance Sheets/Cash Flow and others.

By combining/integrating these three products together, you will be able to build a microservice that can take care of the business in an efficient and productive way.

The data can also be organized and maintained securely.

Conclusion

Microservice architecture improves productivity by breaking down the application into smaller autonomous fragments. Thus it is making it easier to build and maintain. Continuous integration and continuous delivery are key which gives an agile approach that allows cross-functional teams to work together.Based on the needs of each component, customization will be simple and quick which helps you to improve business operations as well.

Building Business Centric Microservices Using Zoho Creator

Fri, 25 Feb 2022 16:13:50 +0530

“The ability to observe without evaluating is the highest form of intelligence.”
― J. Krishnamurti

Introduction

Microservices provide both a business centric and technology/architecture centric approach for developing software applications. They allow you to decouple or loosely couple the components/services connected using API services framework.

Zoho Creator a low code platform for custom application development leverages the microservices architecture which makes you to prepare independently deployable components owned by a small team. Any issues in the services can be easy to identify/fix and easy to redeploy as the processes can be very agile.

Use Case

Let us say you have to process the Insurance claims submitted by the customer which require to be screened, validated and finally processed by the teams of different skill set.

A customer portal for the customers to login and submit the claims, the operations team to validate the submitted claims and pass them to the Finance Team for processing and finally settlement of the claim amount to the customer. At the high level, we have UI component/Login Page in the portal, Zoho Creator workflows/business logic code, the e-Signing of documents where needed, the invoice generation and payment gateway to settle the claimed amount online.

Taking the specific use case here, the suite of products in the flow are, Zoho Creator customer portal (self service portal), Zoho Creator App for processing, Zoho Sign for e-Signature, Zoho Books for generating invoice, a third party payment gateway integration like PayPal, Razorpay etc. All these products can be integrated via API with proper security access tokens/API Keys. Also, you can make the supplementary components like Invoicing, E-Sign, Payment gateway integration as independent reusable components. This helps in reusability across multiple business processes or applications as well. This reduces the cost of developing again separately for different requirements.

Advantages of Zoho Creator

Zoho Creator helps in preparing the relevant forms/reports/workflows for the application to interact with customers and internal staff. In addition, with the OAUTH based authentication between the other Zoho suite of products via API help in smooth integration. In this case, you can completely prepare the relevant set of forms for Zoho Invoice to generate an invoice, prepare the templates or documents to be used for electronic Signature in Zoho Sign, the in built payment workflow helps in configuring the payment gateway like PayPal or Razorpay (India). In case of any other third party API to be used for any of these operations can be integrated to Zoho Creator via API with limited coding and in a highly secured manner.

Conclusion

Microservices a framework or architecture will help any business to make applications as loosely coupled components. This helps them in a long term to maintain and enhance the features quite easily with very little turnaround time. The choice of the Integration via API helps in choosing different products to evaluate and manage your cost/productivity in an efficient manner.