Integrate Zoho WorkDrive with Zoho CRM
Send information between Zoho WorkDrive and Zoho CRM automatically, without writing any code, using Zoho Flow.
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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
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Supported triggers and actions
Integrate Zoho WorkDrive and Zoho CRM using the below triggers and actions
All Triggers - A trigger kickstarts the flow
File renamed
Triggers when a file is renamed
File moved
Triggers when a file is moved from a folder
Folder event occurred
Triggers when a new folder event has occurred
Folder moved
Triggers when a folder is moved
Folder downloaded
Triggers when a folder is downloaded
File event occurred
Triggers when a new file event has occurred
Team folder created
Triggers when a new team folder is created
File updated
Triggers when the details of an existing file are updated
Folder created
Triggers when a new folder is created
Folder renamed
Triggers when a folder is renamed
File downloaded
Triggers when a file is downloaded
File created
Triggers when a new file is created
New contact
Triggers when a new contact is created
Updated module entry
Triggers when an entry is updated in the selected module
New lead
Triggers when a new lead is created
New user
Triggers when a new user 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
New module
Triggers when a new module is created
Entry created or updated
Triggers when a record entry is created or updated
New note
Triggers when a new note is added
User created or updated
Triggers when the details of an existing user are created or updated
All Actions - Actions are the automated tasks
Create blank file
Creates a file in the specified folder
Create team folder
Creates a new team folder
Add group to team folder
Adds a group to the specified team 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
Add member to team folder
Adds a member to the specified team folder
Add label
Adds a new label to the specified resource
Associate data template
Associates an existing data template with the selected file
Create comment
Creates a new comment in the specified file
Create collection link
Creates a new collection link
Share file or folder
Shares a file or folder within your organization or external users
Create folder
Creates a new folder in the selected path
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
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
Follow file or folder
Follows the specified file or folder for new updates
Update external share link
Updates the customized external share link
Copy file or folder
Creates a copy of the specified file or folder
Unfollow file or folder
Unfollows the specified file or folder
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
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 folder
Fetches the details of a folder by name
Remove label
Removes an existing label from the specified resource
Remove share link
Removes the specified share link
Send email template
Sends an email to the specified users
Convert lead to contact
Converts a lead to a contact
Add user
Adds a new user
Add tags
Adds tags to the specified record
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
Create module entry
Creates a new module entry (eg., Leads, Deals, etc)
Send mail merge
Sends a mail merge with details of the selected record
Draft email template
Drafts an email based on the selected template
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.
Remove tags
Removes tags from the specified record
Raise signal
Raises a signal to Zoho CRM
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
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
Fetch lead
Fetches a lead by email address or unique ID
Fetch account
Fetches an account by its name or unique ID
Fetch user
Fetches the details of an existing user by name or email address
Clone module entry
Clones an existing module entry
Fetch inventory template
Fetches an inventory template using ID
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
Cancel call
Cancels a event
Delete module entry
Deletes the specified entry
Fetch product
Fetches a product by its name or unique ID
Fetch module entry
Fetches a module entry by the specified values
What is Zoho WorkDrive?
Similar apps
What is Zoho CRM?
Zoho CRM is an on-demand customer relationship management application. You can customize your workflows and information, predict sales with detailed reports, and even monitor trends on social media to discover leads.
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.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Zoho Flow is an easy-to-use, very intuitive, and comprehensive integration platform. It helped us integrate Zoho Workplace with WordPress without writing a single line of code. Now, we do not miss Slack anymore, thanks to Zoho Flow and Zoho Workplace. Learn more
Rahul Roushan
CEO, OpIndia
Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
