Upload documents to Google Docs from new or updated Zoho CRM module entries
Keep your documents up to date with this efficient workflow that connects Zoho CRM and Google Docs. Whenever there's a new or updated module entry in Zoho CRM, this automation will upload a document to Google Docs, ensuring your files are always current. Save time and stay organized by automating this process, so you can focus on more important tasks.
Keep your documents up to date with this efficient workflow that connects Zoho CRM and Google Docs. Whenever there's a new or updated module entry in Zoho CRM, this automation will upload a document to Google Docs, ensuring your files are always current. Save time and stay organized by automating this process, so you can focus on more important tasks.
- When this happens...New/Updated Module Entry
Triggers instantaneously when any entry is created or updated in the specified module.
- automatically do this!Upload Document
Triggers when a new document is added (inside any folder).
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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