Use Zoho Flow to integrate Zoho CRM with Zoho WorkDrive, in atleast 585 different ways, without writing code. Automate any tasks that keep you away from what you do best.

CONNECT

Connect your apps and move data seamlessly

Connect

AUTOMATE

Automate redundant manual tasks and save your precious time and effort

Automate

ORCHESTRATE

Orchestrate your business process by integrating the apps you use efficiently

Orchestrate

Explore prebuilt integration flows to get started

New folder structure in Zoho WorkDrive for new Zoho CRM leads

Use this flow

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

Use this flow
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All Triggers - A trigger kickstarts the flow

New user

Triggers when a new user is created

New contact

Triggers when a new contact is created

Updated deal

Triggers when an existing deal is updated

Entry created or updated

Triggers when a record entry is created or updated

New module

Triggers when a new module 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 note

Triggers when a new note is added

New module entry

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

File created

Triggers when a new file is created

Folder created

Triggers when a new folder is created

Folder moved

Triggers when a folder is moved

File event occurred

Triggers when a new file event has occurred

Team folder created

Triggers when a new team folder is created

Folder renamed

Triggers when a folder is renamed

File updated

Triggers when the details of an existing file are updated

Folder event occurred

Triggers when a new folder event has occurred

Folder downloaded

Triggers when a folder is downloaded

File moved

Triggers when a file is moved from a folder

File downloaded

Triggers when a file is downloaded

File renamed

Triggers when a file is renamed

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All Actions - Action are the automated tasks

Update related module entry

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

Raise signal

Raises a signal to Zoho CRM

Add user

Adds a new user

Update module entry

Updates the specified module entry

Create or update lead

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

Create or update module entry

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

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

Add note

Adds a note to the selected module

Remove tags

Removes tags from the specified record

Add tags

Adds tags to the specified record

Convert lead to contact

Converts a lead to a contact

Create or update contact

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

Send email template

Sends an email to the specified users

Update user

Updates the details of an existing user based on user ID

Fetch deal

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

Fetch contact

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

Fetch user

Fetches a user by name or email address

Fetch inventory template

Fetches an inventory template using ID

Fetch event

Fetches an event by its title or unique ID

Fetch account

Fetches an account by its name or unique ID

Fetch email template

Fetches an email template by name

Fetch lead

Fetches a lead by email address or unique ID

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

Share file or folder

Shares a file or folder within your organization or external users

Create blank file

Creates a file in the specified folder

Create team folder

Creates a new 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 external share link

Creates a customized external share link

Add member to team folder

Adds a member to the specified team folder

Move file or folder to trash

Moves the specified file or folder to trash

Create folder

Creates a new folder in the selected path

Add label

Adds a new label to the specified resource

Copy file or folder

Creates a copy of the specified file or folder

Rename file or folder

Renames the specified file or folder

Update file or folder share permission

Updates the share permission for the specified file or folder

Update external share link

Updates the customized external share link

Follow file or folder

Follows the specified file or folder for new updates

Unfollow file or folder

Unfollows the specified file or folder

Move file or folder

Moves the specified file or folder

Fetch file - By keyword

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

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

Fetch file - By name

Fetches the details of a file by name

Remove share link

Removes the specified share link

Remove label

Removes an existing label from the specified resource

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What is Zoho Flow?

Zoho Flow is an integration platform that helps you connect your apps without any code. Automate complex business workflows within minutes. Set a trigger, add actions, use Delays and Decisions to create your entire workflow on an easy to use builder.

Testimonial

Louis CastellanoCEO, Lakeside CNC Group

“All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data input” Know more

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