Create folders in ShareFile for new or updated contacts in Zoho CRM
Effortlessly organize your contacts with this Zoho CRM to ShareFile automation. Whenever a new or updated contact is added in Zoho CRM, this workflow will create a corresponding folder in ShareFile, making it easier to store and access contact-specific files and documents. Stay organized and improve your efficiency by streamlining your contact management process.
Effortlessly organize your contacts with this Zoho CRM to ShareFile automation. Whenever a new or updated contact is added in Zoho CRM, this workflow will create a corresponding folder in ShareFile, making it easier to store and access contact-specific files and documents. Stay organized and improve your efficiency by streamlining your contact management process.
- When this happens...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.
- automatically do this!Create Folder
Creates a folder in the chosen folder. If home is chosen will create a folder in the home directory.
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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