Update module entries in Zoho CRM when new info request plans are completed in SideDrawer
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Google Docs
Documents, Google
Google Docs
Documents, Google
Google Docs
Documents, Google
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Tenant IDRequired
- SideDrawer ID
- Folder (Record) ID
Try ItTriggerInstant- Tenant IDRequired
- SideDrawer ID
Try ItTriggerInstant- SideDrawerRequired
- Collaborator EmailRequired
- Collaborator First Name
- Collaborator Last Name
- SideDrawer RoleRequired
- Professional RelationshipRequired
ActionWrite- Tenant IDRequired
- SideDrawer IDRequired
- External ID NameRequired
- External IDRequired
- Skip duplicate external IDs?Required
ActionWrite
- Tenant IDRequired
- SideDrawer ID
- Days since sentRequired
- Minimum completion %Required
Try ItTriggerInstant- Plan Request Item FilterRequired
Try ItTriggerInstant- Tenant
- SideDrawer RoleRequired
- Professional RelationshipRequired
ActionWrite- SideDrawerRequired
ActionWrite
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Example actions on this page
Works with
Claude · ChatGPT · Cursor · Any MCP-compatible AI
Code
Open the SDK docsWork in code with the Zapier SDK
Expose SideDrawer actions from backend services, scripts, or agent code. Zapier handles the OAuth and scoped permissions. Access 9,000+ apps, plus thousands more with .fetch().
Install
npm install @zapier/zapier-sdk npm install -D @zapier/zapier-sdk-cli zapier-sdk login # create a SideDrawer connection @ https://zapier.com/app/assets/connections
Run an action
// Typescript
import { createZapierSdk } from "@zapier/zapier-sdk";
const zapier = createZapierSdk();
const { data: connection } = await zapier.findFirstConnection({ app: "sidedrawer", owner: "me" });
await zapier.runAction({
app: 'sidedrawer',
action: 'add_collaborator_sd',
connection: connection.id,
input: {
{inputKeyValuePairs}
},
});Direct API calls to raw endpoints through fetch are not yet subject to org-level app and action restrictions.
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