

Integrate Zoho WorkDrive with Zoho CRM
Send information between Zoho WorkDrive and Zoho CRM automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started


Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive
How it works


Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive
Zoho WorkDrive + Zoho CRM

Build your own integrations between Zoho WorkDrive and Zoho CRM
Connect Zoho WorkDrive and Zoho CRM with over 850+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Zoho WorkDrive and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow

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 downloaded
Triggers when a folder is downloaded

Folder event occurred
Triggers when a new folder event has occurred

File moved
Triggers when a file is moved from a folder

File renamed
Triggers when a file is renamed

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

New user
Triggers when a new user is created

User created or updated
Triggers when the details of an existing user are created or updated

New module
Triggers when a new module is created

New note
Triggers when a new note is added

Entry created or updated
Triggers when a record entry is created or updated

Updated module entry
Triggers when an entry is updated in the selected module

New contact
Triggers when a new contact is created

New lead
Triggers when a new lead is created

New module entry
Triggers when a new entry is made in the selected module (eg., Leads, Deals, etc)

Updated deal
Triggers when an existing deal is updated
All Actions - Actions are the automated tasks

Add label
Adds a new label to the specified resource

Create collection link
Creates a new collection link

Share file or folder
Shares a file or folder within your organization or external users

Associate data template
Associates an existing data template with the selected file

Create comment
Creates a new comment in the specified file

Create blank file
Creates a file in the specified folder

Create team folder
Creates a new team folder

Move file or folder to trash
Moves the specified file or folder to trash

Create embed code
Creates an embed code for the specified file or 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 folder
Creates a new folder in the selected path

Add group to team folder
Adds a group to the specified team folder

Add member to team folder
Adds a member to the specified team folder

Update external share link
Updates the customized external share link

Copy file or folder
Creates a copy of the specified file or folder

Follow file or folder
Follows the specified file or folder for new updates

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

Unfollow file or folder
Unfollows the specified file or folder

Move file or folder
Moves the specified file or folder

Fetch folder
Fetches the details of a folder by name

Fetch file - By name
Fetches the details of a file by name

Fetch data template
Fetches the details of an existing data template

Fetch file or folder by ID
Fetches the details of an existing file or folder by ID

Fetch file - By keyword
Fetches the details of a file by keyword in the name or content

Remove share link
Removes the specified share link

Remove label
Removes an existing label from the specified resource

Create module entry
Creates a new module entry (eg., Leads, Deals, etc)

Send email template
Sends an email to the specified users

Create or update lead
Creates a new lead. Updates the lead details if the email already exists.

Update related module entry
Relates an entry in this module with an entry in another module

Update module entry
Updates the specified module entry

Create or update contact
Creates a new contact. Updates the contact details if the email already exists.

Send mail merge
Sends a mail merge with details of the selected record

Draft email template
Drafts an email based on the selected template

Add user
Adds a new user

Add tags
Adds tags to the specified record

Convert lead to contact
Converts a lead to a contact

Add note
Adds a note to the selected module

Create or update module entry
Creates a new module entry. Updates the module entry if it already exists

Remove tags
Removes tags from the specified record

Raise signal
Raises a signal to Zoho CRM

Update user
Updates the details of an existing user based on user ID

Fetch email template
Fetches an email template by name

Fetch contact
Fetches a contact by email address, unique ID, or name

Clone module entry
Clones an existing module entry

Fetch inventory template
Fetches an inventory template using ID

Fetch user
Fetches the details of an existing user by name or email address

Fetch deal
Fetches a deal if at least one of the following is filled: Account name, Contact name, Stage

Fetch event
Fetches an event by its title or unique ID

Fetch lead
Fetches a lead by email address or unique ID

Fetch account
Fetches an account by its name or unique ID

Delete module entry
Deletes the specified entry

Cancel call
Cancels a event

Fetch module entry
Fetches a module entry by the specified values

Fetch product
Fetches a product by its name or unique ID
What is Zoho WorkDrive?
Similar apps
What is Zoho CRM?
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 >