SideDrawer + Zoho CRM

Update module entries in Zoho CRM when new info request plans are completed in SideDrawer

This workflow instantaneously updates your Zoho CRM module entry as soon as your Info Request Plan is completed in the SideDrawer app. It makes your information management more efficient by eliminating the need for manual data entry. It enables you to focus more on nurturing your leads and achieving your sales targets. Stay organized, save time, and enhance your productivity with this seamless integration.

When this happens...
Info Request Plan Complete
Triggers when an Info Request Plan is complete.
TriggerInstant
automatically do this!
Update Module Entry
Update existing entry in the selected module
ActionWrite

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Supported triggers and actions

- Tenant IDRequired
- SideDrawer ID
- Folder (Record) ID
Trigger
Instant
Try It
- Tenant IDRequired
- SideDrawer ID
Trigger
Instant
Try It
- SideDrawerRequired
- Collaborator EmailRequired
- Collaborator First Name
- Collaborator Last Name
- SideDrawer RoleRequired
- Professional RelationshipRequired
Action
Write
- Tenant IDRequired
- SideDrawer IDRequired
- External ID NameRequired
- External IDRequired
- Skip duplicate external IDs?Required
Action
Write
- SideDrawer IdRequired
- Reminder nameRequired
- Who should receive this Reminder?Required
- Custom message for recipientRequired
- When do you want to send this Reminder?Required
- Add a recurrence to your reminder
Action
Write

- TenantRequired
Action
Write
- TenantRequired
Action
Write

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

- Tenant IDRequired
- SideDrawer ID
- Days since sentRequired
- Minimum completion %Required
Trigger
Instant
Try It
- Plan Request Item FilterRequired
Trigger
Instant
Try It
- Tenant
- SideDrawer RoleRequired
- Professional RelationshipRequired
Action
Write
- SideDrawerRequired
Action
Write
- SideDrawer IDRequired
- Select the Tile (Organizational Category) for this fileRequired
- Record name
- Who should receive this Request?Required
- Custom message for recipient
- When do you want to send this Simple File Request?Required
- Add a recurrence to your reminder?
Action
Write
- TenantRequired
Action
Write
- SideDrawerRequired
- File NameRequired
- FileRequired
Action
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

About SideDrawer

SideDrawer is a collaborative digital vault platform designed for efficiency & privacy.

Related categories

File Management & Storage

About Zoho CRM

Zoho CRM is an AI-powered sales CRM that empowers teams to work together better and close more deals.

Learn more

SideDrawer + Zoho CRM

Update module entries in Zoho CRM when new info request plans are completed in SideDrawer

Simple File Request Complete

Info Request Plan Complete

Add a Collaborator to a SideDrawer

Associate External ID to SideDrawer

Create a Reminder

Create a SideDrawer

Send a Content Package

New Contact

New Module Entry

New or Updated Lead

New User

Add Attachment

Convert Lead

Update Module Entry

Create/Update Module Entry

Find Module Entry

Create Module Entry

Info Request Sent X Days Ago and N Percent Complete

Updated Info Request Plan Item

Add a Team to Collaborate With a SideDrawer

Create a Record

Create a Simple File Request

Send an Info Request to a SideDrawer

Upload a File to a Record

New Lead

New or Updated Contact

New/Updated Module Entry

Updated Module Entry

Add Tag

Create Module Entry

Update Related Module Entry

API Request (Beta)

Find Module Entries

About SideDrawer

Related categories

About Zoho CRM

Related categories

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Zapier Interfaces