The Workdrive for Zoho CRM enables CRM Users to View/Create/Update/Rename/Delete/Share all the files, folders and nested sub-folders associated with records through Widget and workflow for all Standard and Custom Modules. Attachments from your respective CRM records can be synced and stored into your associated Workdrive Folder.
By integrating Workdrive with ZOHO CRM, you can perform day to day operations inside ZOHO CRM without going to Workdrive. Folders are created using workflow trigger and can add Multiple Folders Structure based on specific requirements. It enables you to have most of the related features of Workdrive inside ZOHO CRM. You do not need to Create Folders on Record Create, you can set up workflow and define how Folders and Created and Where to save the ID for further use.
To sync attachments to the Workdrive folder, follow these steps:
Using the WorkDrive for Zoho CRM extension with a custom module requires the following steps:
1. Define Root Folder ID and Share URL Fields
Before creating the workflow, you must define where the root folder ID will be saved in the module. Additionally, if you want to create a folder share URL, create a single-line field for the root folder ID and a URL field for the folder share URL.
2. Create a Workflow
3. View WorkDrive Folders Inside CRM Record Using Widget
To view WorkDrive folders inside the CRM record using the widget:
The first time you use the widget, it will ask where the root folder ID has been saved. You need to select the root folder ID. This is only a one-time process.
To create a subfolder conditionally using a workflow, follow these steps:
To delete a folder based on a condition using a workflow rule, follow these steps:
Now, whenever the condition is met, the folder associated with the account record will be deleted.