Integrate Salesforce with Zoho WorkDrive
Send information between Salesforce and Zoho WorkDrive automatically, without writing any code, using Zoho Flow.
Build your own integrations between Salesforce and Zoho WorkDrive
Connect Salesforce and Zoho WorkDrive with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Salesforce and Zoho WorkDrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when an opportunity is updated
Lead updated
Triggers when a lead is updated
Module entry added
Triggers when a new entry is added to the selected module
Solution added
Triggers when a new solution is added
Contact updated
Triggers when a contact is updated
Order updated
Triggers when an order is updated
Product added
Triggers when a new product is added
Case created
Triggers when a new case is created
Opportunity added
Triggers when a new opportunity is added
Lead created
Triggers when a new lead is created
Solution updated
Triggers when an solution is updated
Product updated
Triggers when an product is updated
Note updated
Triggers when a note is updated
Task updated
Triggers when a task is updated
Case updated
Triggers when a case is updated
Note created
Triggers when a new note is created
Campaign added
Triggers when a new campaign is added
Account created
Triggers when a new account is created
Event updated
Triggers when an event is updated
Contact created
Triggers when a new contact is created
Module entry updated
Triggers when a record is updated in the selected module
Account updated
Triggers when an account is updated
Order created
Triggers when a new order is created
Task created
Triggers when a new task is created
Event created
Triggers when a new event is created
Campaign updated
Triggers when a new campaign is updated
Folder moved
Triggers when a folder is moved
File updated
Triggers when the details of an existing file are updated
Folder created
Triggers when a new folder is created
File event occurred
Triggers when a new file event has occurred
Team folder created
Triggers when a new team folder is created
File downloaded
Triggers when a file is downloaded
File created
Triggers when a new file is created
Folder renamed
Triggers when a folder is renamed
Folder event occurred
Triggers when a new folder event has occurred
File renamed
Triggers when a file is renamed
File moved
Triggers when a file is moved from a folder
Folder downloaded
Triggers when a folder is downloaded
All Actions - Actions are the automated tasks
Create note
Creates a new note
Create account
Creates a new account
Create campaign
Creates a new campaign
Create case
Creates a new case
Create opportunity
Creates a new opportunity
Create custom module entry
Creates a new entry in the selected module
Create solution
Creates a new solution
Create contact
Creates a new contact
Create lead
Creates a new lead
Create order
Creates a new order
Create task
Creates a new task
Create product
Creates a new product
Create event
Creates a new event
Update order
Updates the details of an existing order
Update note
Updates the details of an existing note
Update lead
Updates the details of an existing lead
Update custom module entry
Updates the details of entry in the selected module
Update product
Updates the details of an existing product
Update contact
Updates the details of an existing contact
Update opportunity
Updates the details of an existing opportunity
Update account
Updates the details of an existing account
Update case
Updates the details of an existing case
Update campaign
Updates the details of an existing campaign
Update task
Updates the details of an existing task
Update solution
Updates the details of an existing solution
Update event
Updates the details of an existing event
Fetch case
Fetches the details of an existing case by subject or ID
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Associate data template
Associates an existing data template with the selected file
Create comment
Creates a new comment in the specified file
Create embed code
Creates an embed code for the specified file or folder
Add label
Adds a new label to the specified resource
Share file or folder
Shares a file or folder within your organization or external users
Move file or folder to trash
Moves the specified file or folder to trash
Create folder
Creates a new folder in the selected path
Create team folder
Creates a new team folder
Add member to team folder
Adds a member to the specified team folder
Create blank file
Creates a file in the specified folder
Create download link
Creates a customized download link for the specified file or folder
Create external share link
Creates a customized external share link
Create collection link
Creates a new collection link
Add group to team folder
Adds a group to the specified team folder
Copy file or folder
Creates a copy of the specified file or folder
Unfollow file or folder
Unfollows the specified file or folder
Follow file or folder
Follows the specified file or folder for new updates
Update external share link
Updates the customized external share link
Move file or folder
Moves the specified file or folder
Update file or folder share permission
Updates the share permission for the specified file or folder
Rename file or folder
Renames the specified file or folder
Fetch file or folder by ID
Fetches the details of an existing file or folder by ID
Fetch folder
Fetches the details of a folder by name
Fetch data template
Fetches the details of an existing data template
Fetch file - By name
Fetches the details of a file by name
Fetch file - By keyword
Fetches the details of a file by keyword in the name or content
Remove label
Removes an existing label from the specified resource
Remove share link
Removes the specified share link
What is Salesforce?
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >
Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >
Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >It is amazing what processes can be automated with Zoho Flow. It can be difficult to visualize what can be done. Ask the experts at Zoho Flow, they can tell you straight away and if it needs customization they will help you build it! Learn more
Owain ap Rees
Sales Director, Artico
All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
