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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Folder
Triggers when a new folder is created.
New Record
runs when new record is created
record is created or updated
runs when record is created or updated
Do thisActions
Action is the task that follows automatically within your Zoho WorkDrive integrations.
Upload File
Uploads a file to a specified folder.
Create Folder
Creates a New Folder.
Find Folder
Find a folder by name.
Find File By Name
Find a specific file by its name.
Create Team Folder
Creates a new Team Folder.
Create new lead
Create a new lead in OneHash CRM
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Frequently Asked Questions
To start, connect both your Zoho WorkDrive and OneHash CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in OneHash CRM (or vice versa).
Absolutely. You can customize how Zoho WorkDrive data is recorded in OneHash CRM. This includes choosing which data fields go into which fields of OneHash CRM, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho WorkDrive and OneHash CRM 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 OneHash CRM. 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.
About Zoho WorkDrive
Zoho WorkDrive is a secure file management and collaboration platform designed for teams to store, share, and manage their files efficiently.
Learn MoreAbout OneHash CRM
OneHash CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses interact with their customers. It offers a suite of tools to manage customer data, track interactions, and automate sales processes, making it easier for businesses to build and maintain strong customer relationships.
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