Zoho CRM

CRM (Customer Relationship Management)

Filestage

Project Management

Integrations Zoho CRM Filestage

Create integrations between Zoho CRM and Filestage

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Search a record in Zoho-crm when New Project is Created in Filestage

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Update a lead in Zoho-crm when New Project is Created in Filestage

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Create a Note in Zoho-crm when New Project is Created in Filestage

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Create a lead in Zoho-crm when New Project is Created in Filestage

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Search a record in Zoho-crm when Project is Archived in Filestage

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Update a lead in Zoho-crm when Project is Archived in Filestage

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Create a Note in Zoho-crm when Project is Archived in Filestage

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Create a lead in Zoho-crm when Project is Archived in Filestage

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Search a record in Zoho-crm when Project is Deleted in Filestage

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Update a lead in Zoho-crm when Project is Deleted in Filestage

Actions and Triggers

Triggers

New Project is Created

Triggers When a new project is created

Project is Archived

Triggers when a project is archived.

Project is Deleted

Triggers when a project is removed.

New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

File Version is Deleted

Triggers when a file version is removed.

New Folder is Created

Triggers when a new folder is created.

Actions

Search a record

Search a record in a module

Update a lead

Update an existing lead by its id

Create a Note

Create a note in the selected module

Create a lead

Creates a new lead

Create Folder

Creates a folder.

Create Project

Creates a project in the specific folder.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Zoho CRM

Zoho CRM is a robust, cloud-based customer relationship management (CRM) software designed to help businesses manage their sales, marketing, and customer support activities effectively. It provides a comprehensive suite of features aimed at improving customer interactions, streamlining processes, and enhancing overall productivity.

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About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

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