Update Zoho CRM module entries when new documents are added to a Google Docs folder
Easily keep your CRM data up-to-date with this efficient workflow. When a new document is added to a specific Google Docs folder, this automation will update the corresponding module entry in Zoho CRM. Enjoy seamless organization and improved accuracy without the need for manual updates.
Easily keep your CRM data up-to-date with this efficient workflow. When a new document is added to a specific Google Docs folder, this automation will update the corresponding module entry in Zoho CRM. Enjoy seamless organization and improved accuracy without the need for manual updates.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Update Module Entry
Update existing entry in the selected module
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New Document
Triggers when a new document is added (inside any folder).
Try ItFolder
Document NameRequired
Text to AppendRequired
FileRequired
Specify Document Name
Folder
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Folder
Try ItTemplate DocumentRequired
New Document NameRequired
Folder for new Document
Sharing Preference
Unused Fields Preference
Document NameRequired
Document ContentRequired
Folder
Folder
Document NameRequired