
When this happens...
New Folder
Automatically do this!
Create Contact List
Send SMS
List Tracking Numbers
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new folder is created.
Runs when a new call starts.
Runs when a call ends.
Action is the task that follows automatically within your Zoho WorkDrive integrations.
Uploads a file to a specified folder.
Creates a New Folder.
Find a folder by name.
Find a specific file by its name.
Creates a new Team Folder.
Creates a new contact list.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Zoho WorkDrive and CallTrackingMetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in CallTrackingMetrics (or vice versa).
Absolutely. You can customize how Zoho WorkDrive data is recorded in CallTrackingMetrics. This includes choosing which data fields go into which fields of CallTrackingMetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho WorkDrive and CallTrackingMetrics typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Zoho WorkDrive and CallTrackingMetrics. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
Learn MoreProvides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
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