Zoho CRM + Zoho WorkDrive
Manage new files in Zoho WorkDrive by adding attachments in Zoho CRM
Streamline your workflow with this simple solution that connects Zoho WorkDrive and Zoho CRM. When a new file is added to your chosen folder in Zoho WorkDrive, it attaches the file to a record in Zoho CRM immediately. This automation not only saves time but also ensures that your CRM data is always up-to-date with the latest documents. A perfect tool for enhancing efficiency and productivity in your daily tasks.
Streamline your workflow with this simple solution that connects Zoho WorkDrive and Zoho CRM. When a new file is added to your chosen folder in Zoho WorkDrive, it attaches the file to a record in Zoho CRM immediately. This automation not only saves time but also ensures that your CRM data is always up-to-date with the latest documents. A perfect tool for enhancing efficiency and productivity in your daily tasks.
- When this happens...New File in Folder
Triggers when a new file is added to a folder.
- automatically do this!Add Attachment
Add attachment to the selected Module entry
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Team
Team FolderRequired
Folder
Try ItTeamRequired
Try ItTeam
Team FolderRequired
Folder
Folder NameRequired
Team
Team FolderRequired
Folder
FileRequired
File Name
Overwrite File?Required
Team
Team FolderRequired
Folder
Try ItTeam
Team FolderRequired
Folder
File NameRequired
File ContentRequired
Overwrite File?Required
TeamRequired
NameRequired
Is Public ?Required
Description
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
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