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Zoho Resources and
Case Studies
Case Studies, Zoho Tutorials, and More


Streamlining Work Order Processes
Background This client was using numerous software stacks: Gravity forms for receiving work orders, Zoho as a CRM, YouCanBookMe for...
2 min read


What to Automate with Zoho?
Question Everything! We often get asked, “Where do I start with automation?”. Our answer is to “Take the time to assess your current...
1 min read


5 Automations Construction Companies Should Consider
Automation Essentials If you are in the construction industry, tracking tasks for projects and managing documents, crews, equipment, and...
2 min read


Working with User Stories
At Aether Automation, we take an agile approach to our development work. We do that by taking our client’s requirements and breaking them...
2 min read


Do I need a Zoho CRM implementation partner for my business?
Do I need a Zoho CRM implementation partner for my business? The decision of whether or not to use a Zoho CRM implementation partner for...
1 min read


How much should a Zoho CRM Implementation Cost?
Are you looking to get the most out of your business with a Zoho implementation? it can be difficult to gauge the cost of a Zoho...
2 min read


What to Look for When Selecting a Zoho CRM Consultant
When implementing a Zoho CRM, selecting the right consultant to handle the project is essential. With the right consultant, you can...
2 min read


Top 10 things to Automate with Zoho Deluge
As a business owner, it can be difficult to manage all the essential tasks that keep your business running. However, with Zoho Deluge,...
3 min read


Zoho Projects vs. Zoho Sprints
When it comes to project management, Zoho has two impressive tools—Zoho Sprints and Zoho Projects. Both offer features designed to help...
2 min read


How to read the Zoho CRM API documentation
If you are looking to use the Zoho CRM API, it is important to understand the documentation available and which version of the API you...
2 min read


Why you should use Zoho Deluge
Today, businesses are looking for ways to improve their operations and increase efficiency. Automation is a critical part of modern...
1 min read


Zoho Books or Quickbooks?
If you’re looking to manage your small business’s finances, you may have heard about both Zoho Books and QuickBooks Online. Both are...
2 min read


Case Study: Manufacturing Company Automation
Aether Automation recently worked with a manufacturing company specializing in cladding for buildings that was struggling to keep up with...
2 min read


How to Add and Sort Accounts in Zoho Creator
In this video, Andrew Simpson from Aether Automation takes us through the process of how to add and sort accounts in Zoho Creator. First,...
2 min read


How to add Quotes after filling out a Zoho Creator Form
The video describes a process for adding quotes to Zoho CRM after they have been submitted with a custom quoting tool. The speaker,...
2 min read


Case Study: Voice Enabled Zoho Creator
A logistics consulting company reached out to Aether Automation looking for help with one of their clients. The end client has a contract...
2 min read


eCommerce Sales Machine: Company’s CRM Success Story
The client is a technology reseller, who focuses on reselling a SaaS subscription product with their Vendors. When they reached out to...
2 min read


How to Create a Quoting tool in Zoho CRM and Zoho Creator
The video describes how to create a quoting tool in Zoho CRM and Zoho Creator for businesses that don't use products to sell. The...
2 min read


How to Dynamically update a Picklist in Zoho Creator
In this video, Angie Simpson from Aether Automation shows how to dynamically update a picklist in Zoho Creator by using a workflow to...
2 min read


How to Format Date Time Org Variables in Zoho CRM
The video describes a method for updating the date and time variables in Zoho CRM using a function in the Zoho CRM platform. The function...
2 min read
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