Bigin by Zoho CRM + Zoho WorkDrive
Create pipeline records in Bigin by Zoho CRM for new files in Zoho WorkDrive folders
Whenever there's a new file in your Zoho WorkDrive folder, keep your sales pipeline updated in real-time with this automation workflow. It creates a new pipeline record in Bigin by Zoho CRM based on the file details, saving you manual data entry time. This way, you can maintain an accurate and up-to-date sales pipeline without any extra effort.
Whenever there's a new file in your Zoho WorkDrive folder, keep your sales pipeline updated in real-time with this automation workflow. It creates a new pipeline record in Bigin by Zoho CRM based on the file details, saving you manual data entry time. This way, you can maintain an accurate and up-to-date sales pipeline without any extra effort.
- When this happens...New File in Folder
Triggers when a new file is added to a folder.
- automatically do this!Create Pipeline Record
Creates a new pipeline record
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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
Api Docs Info
Stop on errorRequired
HTTP MethodRequired
URLRequired
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