Integrate Wealthbox CRM with Zoho WorkDrive
Send information between Wealthbox CRM and Zoho WorkDrive automatically, without writing any code, using Zoho Flow.
Build your own integrations between Wealthbox CRM and Zoho WorkDrive
Connect Wealthbox CRM 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 Wealthbox CRM and Zoho WorkDrive using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New task
Triggers when a new task is created
New comment
Triggers when a new comment is created
New contact
Triggers when a new contact is created
New opportunity
Triggers when a new opportunity is created
New workflow
Triggers when a new workflow is created
New project
Triggers when a new project is created
Completed task
Triggers when a task is completed
New note
Triggers when a new note is created
New event
Triggers when a new event is created
Team folder created
Triggers when a new team folder is created
File updated
Triggers when the details of an existing file are updated
File event occurred
Triggers when a new file event has occurred
Folder moved
Triggers when a folder is moved
Folder downloaded
Triggers when a folder is downloaded
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
File downloaded
Triggers when a file is downloaded
File created
Triggers when a new file is created
Folder created
Triggers when a new folder is created
Folder renamed
Triggers when a folder is renamed
All Actions - Actions are the automated tasks
Create project
Creates a new project
Create task
Creates a new task
Create contact
Creates a new contact
Create note
Creates a new note
Create event
Creates a new event
Create opportunity
Creates a new opportunity
Fetch contact
Fetches a contact by email
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 collection link
Creates a new collection link
Add group to team folder
Adds a group to the specified team folder
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 folder
Creates a new folder in the selected path
Create external share link
Creates a customized external share link
Add member to team folder
Adds a member to the specified team folder
Create team folder
Creates a new team folder
Create download link
Creates a customized download link for the specified file or folder
Update external share link
Updates the customized external share link
Update file or folder share permission
Updates the share permission for the specified file or folder
Follow file or folder
Follows the specified file or folder for new updates
Rename file or folder
Renames the specified file or folder
Move file or folder
Moves the specified file or folder
Copy file or folder
Creates a copy of the specified file or folder
Unfollow file or folder
Unfollows 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 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
Fetch data template
Fetches the details of an existing data template
Remove share link
Removes the specified share link
Remove label
Removes an existing label from the specified resource
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 >Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow had eliminated the most routine and repetitive tasks that were creating a huge burden on our employees, leading to many unnecessary delays and mistakes. Now, we have better data integrity and we serve our customers faster. It is on a totally different level. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has revolutionized our integration process, allowing us to transfer data seamlessly across multiple platforms without the need for coding. It has eliminated tedious and time-consuming tasks, making our workflow more efficient and saving us valuable time and effort. Zoho Flow is a game-changer for us, and I highly recommend it to anyone looking to streamline their business processes. Learn more
Toto
Technical Engineer, Master Liveaboards
