Zoho CRM + Zoho Recruit

Add attachments in Zoho CRM for new records in Zoho Recruit

Ensure seamless data flow between your Zoho apps with this efficient workflow. When a new record is added in Zoho Recruit, the workflow immediately rolls into action, attaching the necessary documents onto relevant entities in Zoho CRM. Not only does this save precious time, but it also eliminates manual errors and ensures all your information is in the right place at the right time. Enjoy immediate access to all pertinent data in a smoother, streamlined operational process.

When this happens...
New Record
Triggers when a new record is created in a specified module.
TriggerInstant
automatically do this!
Add Attachment
Add attachment to the selected Module entry
ActionWrite

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Supported triggers and actions

What does this mean?

- ModuleRequired
- Custom viewRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- LayoutRequired
- Trigger
- Record IDRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search

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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It

New 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.
Trigger
Scheduled
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Scheduled
Try It
- ModuleRequired
- Entry IDRequired
- File name
- Attchment FileRequired
Action
Write
- LeadRequired
- Notify lead owner
- Notify new entity owner
- Account ID
- Overwrite
- Contact ID
- Assign to
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
Action
Search
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write

- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Record IDRequired
- StatusRequired
- Comments
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write
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.
Trigger
Scheduled
Try It
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.
Trigger
Scheduled
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
Trigger
Instant
Try It
- ModuleRequired
- Entry IDRequired
- TagsRequired
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
Action
Write
- ModuleRequired
- Entry IDRequired
- Related ModuleRequired
- Related Entry IDRequired
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- E-mailRequired
- LayoutRequired
- Trigger Workflow?
Action
Search or write
- ModuleRequired
- Field nameRequired
- ValueRequired
- LayoutRequired
- Trigger
Action
Search or write

About Zoho CRM

Zoho CRM is a web-based CRM designed to attract, retain, and satisfy customers to grow your business.

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Zoho Recruit

The all-in-one applicant tracking system for the modern recruiter. Share your job openings with the world! Publish job openings to your company's website and the most popular job boards to increase exposure and start sourcing top talent.

Learn more Help

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CAPABILITIES

By team

Zoho CRM + Zoho Recruit

Add attachments in Zoho CRM for new records in Zoho Recruit

New or Updated Record in View

Custom viewRequired

Updated Record

ModuleRequired

Update Record

ModuleRequired

LayoutRequired

Trigger

Record IDRequired

Create/Update Record

ModuleRequired

LayoutRequired

Trigger

Search Record

ModuleRequired

Field nameRequired

ValueRequired

New Contact

New Module Entry

ModuleRequired

New or Updated Lead

New User

Add Attachment

ModuleRequired

Entry IDRequired

File name

Attchment FileRequired

Convert Lead

LeadRequired

Notify lead owner

Notify new entity owner

Account ID

Overwrite

Contact ID

Assign to

Update Module Entry

ModuleRequired

LayoutRequired

Entry IDRequired

Trigger

Create/Update Module Entry

ModuleRequired

LayoutRequired

Trigger

duplicate check fields

Find Module Entry

ModuleRequired

Field nameRequired

ValueRequired

Find or Create Lead

E-mailRequired

LayoutRequired

Trigger Workflow?

New Record

ModuleRequired

Create Record

ModuleRequired

LayoutRequired

Trigger

Update Record Status

ModuleRequired

Record IDRequired

StatusRequired

Comments

API Request (Beta)

Api Docs Info

HTTP MethodRequired

URLRequired

Query String Parameters

Headers

Additional Request Headers

Body

Create Record

ModuleRequired

Field nameRequired