Create folders in Zoho WorkDrive for new or updated module entries in Zoho CRM
Keep your Zoho CRM and Zoho WorkDrive seamlessly connected. With this workflow, every time you create or update a module entry in Zoho CRM, a corresponding folder is created in Zoho WorkDrive. This not only organizes your data but also saves time and reduces manual work. Stay organized and boost your productivity with this simple yet effective automation.
Keep your Zoho CRM and Zoho WorkDrive seamlessly connected. With this workflow, every time you create or update a module entry in Zoho CRM, a corresponding folder is created in Zoho WorkDrive. This not only organizes your data but also saves time and reduces manual work. Stay organized and boost your productivity with this simple yet effective automation.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Create Folder
Creates a new folder at the path you specify.
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New Contact
Triggers when a new contact is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItNew or Updated Lead
Triggers when a new lead is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItNew User
Triggers when a new active user is added to your Zoho CRM account.
Try It
New Lead
Triggers when a new lead is created. If you are on a paid plan for the Zoho CRM then it is advisable to use New Module Entry (Instant) trigger.
Try ItNew or Updated Contact
Triggers when a new contact is added or modified in Zoho. If you are on a paid plan for the Zoho CRM then it is advisable to use New/Updated Module Entry (Instant) trigger.
Try ItModuleRequired
Try ItModuleRequired
Try It