
When this happens...
New Folder

Automatically do this!
Create Invoice
Update an Invoice
Create Customer
Update Customer
Find Invoice
Find Customer
Create New Item
Record Payment
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new folder is created.
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 invoice.

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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 Zoho Billing accounts to viaSocket. Once connected, you can set up a workflow where an event in Zoho WorkDrive triggers actions in Zoho Billing (or vice versa).
Absolutely. You can customize how Zoho WorkDrive data is recorded in Zoho Billing. This includes choosing which data fields go into which fields of Zoho Billing, setting up custom formats, and filtering out unwanted information.
The data sync between Zoho WorkDrive and Zoho Billing 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 Zoho Billing. 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 MoreZoho Billing is a recurring billing and subscription management app that helps manage the entire life cycle of your customers - from billing and charging to managing their subscriptions.
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