Create integrations between Zoho CRM and Filestage
Search a record in Zoho-crm when New Project is Created in Filestage
Update a lead in Zoho-crm when New Project is Created in Filestage
Create a Note in Zoho-crm when New Project is Created in Filestage
Create a lead in Zoho-crm when New Project is Created in Filestage
Search a record in Zoho-crm when Project is Archived in Filestage
Update a lead in Zoho-crm when Project is Archived in Filestage
Create a Note in Zoho-crm when Project is Archived in Filestage
Create a lead in Zoho-crm when Project is Archived in Filestage
Search a record in Zoho-crm when Project is Deleted in Filestage
Update a lead in Zoho-crm when Project is Deleted in Filestage
Actions and Triggers
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.
Archive/Unarchive Project
Archives/Unarchives a chosen project.
Add Reviewers to Reviewers Group
Adds reviewers to a chosen reviewer group.
Create Review Comment
Creates a general comment for a provided version.
Get Reviewer Groups by Project
List all reviewer groups of a specific project.
Get Review by ID
Get a specific review by its Id.
Get Project by ID
Returns project by providing its ID.
Get projects
Lists all projects of the team.
Get folders
Lists all folders of the team.
Get folder by ID
Lists a folder by providing its ID.
Get comments by review
List all comments of a chosen review.
Download file version
Downloads the contents of the original file that was initially uploaded to Filestage.
Get File By ID
Get information of a chosen file.
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.
Reviewer is Invited to a Reviewer Group
Triggers when a reviewer is invited to a reviewer group.
File Is Deleted
Triggers when a file and all its versions are removed.
New Comment is Created
Triggers when a collaborator or a reviewer creates a comment.
Comment Reply Is Created
Triggers when a collaborator or a reviewer creates a comment reply.
File Due Date Is Changed
Triggers when a file due date is set or updated.
File Review Status is Changed
Triggers when a file review status is changed.
Review Decision is Submitted
Triggers when a reviewer submits a review decision by clicking either 'Request changes' or 'Approve'.
Upload a file
Uploads a file to a specific project by its URL.
New File is Added to a Project
Triggers when a new file is added to a project.
Upload a file with a file Object
Uploads a file to a specific project.
When a Review Due Date Has Arrived
Triggers when the review due date has arrived.
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Frequently Asked Questions
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.
Learn MoreAbout 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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