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.

When this happens...
New File in Folder
Triggers when a new file is added to a folder.
TriggerPolling
automatically do this!
Add Attachment
Add attachment to the selected Module entry
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Team
- Team FolderRequired
- Folder
Trigger
Polling
Try It
- TeamRequired
Trigger
Polling
Try It
- Team
- Team FolderRequired
- Folder
- Folder NameRequired
Action
Write
- Team
- Team FolderRequired
- Folder
- FileRequired
- File Name
- Overwrite File?Required
Action
Write
- OrganizationRequired
- Search TermRequired
- Team
- Team Folder
- File Type
- File Creation Date Range
Action
Search

- OrganizationRequired
- Team
- Team Folder
- Folder NameRequired
- Folder Creation Date Range
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
Polling
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
Polling
Try It
New User
Triggers when a new active user is added to your Zoho CRM account.
Trigger
Polling
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
- Move Attachments to
- Create a new deal
- Contact Tags
- Account Tags
- Deal Tags
Action
Write
- ModuleRequired
- LayoutRequired
- Entry IDRequired
- Trigger
Action
Write
- ModuleRequired
- LayoutRequired
- Trigger
- duplicate check fields
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
- LayoutRequired
- Trigger
Action
Search or write

- Team
- Team FolderRequired
- Folder
Trigger
Polling
Try It
- Team
- Team FolderRequired
- Folder
- File NameRequired
- File ContentRequired
- Overwrite File?Required
Action
Write
- TeamRequired
- NameRequired
- Is Public ?Required
- Description
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- OrganizationRequired
- File NameRequired
Action
Search
- OrganizationRequired
- Team
- Team FolderRequired
- Folder NameRequired
- Folder Creation Date Range
- Folder
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
Polling
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
Polling
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
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- ModuleRequired
- Field nameRequired
- ValueRequired
- Optional Copy
- Field name 2
- Value 2
Action
Search