Zoho CRM + Zoho WorkDrive

Manage new files in Zoho WorkDrive by adding attachments in Zoho CRM

Streamline your workflow with this simple solution that connects Zoho WorkDrive and Zoho CRM. When a new file is added to your chosen folder in Zoho WorkDrive, it attaches the file to a record in Zoho CRM immediately. This automation not only saves time but also ensures that your CRM data is always up-to-date with the latest documents. A perfect tool for enhancing efficiency and productivity in your daily tasks.

When this happens...
New File in Folder
Triggers when a new file is added to a folder.
TriggerScheduled
automatically do this!
Add Attachment
Add attachment to the selected Module entry
ActionWrite

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Supported triggers and actions

What does this mean?

- Team
- Team FolderRequired
- Folder
Trigger
Scheduled
Try It
- TeamRequired
Trigger
Scheduled
Try It
- Team
- Team FolderRequired
- Folder
- Folder NameRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- FileRequired
- File Name
- Overwrite File?Required
Action
Write
- OrganizationRequired
- Search TermRequired
- Team
- Team Folder
- File Type
- File Creation Date Range
Action
Search

- OrganizationRequired
- Team
- Team Folder
- Folder NameRequired
- Folder Creation Date Range
Action
Search
- OrganizationRequired
- Team
- Team FolderRequired
- Folder NameRequired
- Folder Creation Date Range
- Folder
Action
Search or write

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.
Trigger
Scheduled
Try It
New 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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search

- Team
- Team FolderRequired
- Folder
Trigger
Scheduled
Try It
- Team
- Team FolderRequired
- Folder
- File NameRequired
- File ContentRequired
- Overwrite File?Required
Action
Write
- TeamRequired
- NameRequired
- Is Public ?Required
- Description
Action
Write
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- OrganizationRequired
- File NameRequired
Action
Search
- TeamRequired
- Team FolderRequired
- Folder NameRequired
- Folder Creation Date Range
- Folder
Action
Search or write
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
New 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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

Help

Related categories

Similar apps

About Zoho WorkDrive

Zoho WorkDrive is an online team file manager. It gives you a secure, shared workspace, new ways to share files, and simplifies team management.

Learn more Help

Related categories

Related Zap Templates

Create folders in Zoho WorkDrive for new module entries in Zoho CRM

Create folders in Zoho WorkDrive for new or updated module entries in Zoho CRM

Zoho CRM + Zoho WorkDrive

Manage new files in Zoho WorkDrive by adding attachments in Zoho CRM

New File in Folder

Team

Folder

New Team Folder

Create Folder

Team

Folder

Upload File

Team

Folder

File Name

Find File by Keyword

Team

Team Folder

File Type

File Creation Date Range

Find Folder

Team

Team Folder

Folder Creation Date Range

Find or Create Folder

Team

Folder Creation Date Range

Folder

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Trigger

Update Related Module Entry

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find Module Entries

Optional Copy

Field name 2

Value 2

New Folder

Team

Folder

Create File From Text

Team

Folder

Create Team Folder

Description

API Request (Beta)

Query String Parameters

Headers

Additional Request Headers

Body

Find File by Name

Find or Create Folder

Folder Creation Date Range

Folder

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

File name

Convert Lead

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

Trigger

Create/Update Module Entry

Trigger

duplicate check fields

Find Module Entry

Optional Copy