Google Docs + Zoho CRM
Update Zoho CRM module entries when new documents are added to a Google Docs folder
Easily keep your CRM data up-to-date with this efficient workflow. When a new document is added to a specific Google Docs folder, this automation will update the corresponding module entry in Zoho CRM. Enjoy seamless organization and improved accuracy without the need for manual updates.
Easily keep your CRM data up-to-date with this efficient workflow. When a new document is added to a specific Google Docs folder, this automation will update the corresponding module entry in Zoho CRM. Enjoy seamless organization and improved accuracy without the need for manual updates.
- When this happens...New Document in Folder
Triggers when a new document is added to a specific folder (but not its subfolders).
- automatically do this!Update Module Entry
Update existing entry in the selected module
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New Document
Triggers when a new document is added (inside any folder).
Try ItDrive
Folder
Document NameRequired
Text to AppendRequired
Append Text on New Line?
FileRequired
Specify Document Name
Drive
Folder
Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
Drive
Folder
Try ItDrive containing the template document
Folder containing the template document
Template DocumentRequired
New Document NameRequired
Drive
Folder for new Document
Sharing Preference
Unused Fields Preference
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Document NameRequired
Document ContentRequired
Drive
Folder
Export Formats
Insert Inline Image (Image URL)
Image location (Segment ID)
Image location (Index)
Image location (tabId)
Drive
Folder
Document NameRequired
