When an account is registered in Zoho CRM, create a folder for each account in OneDrive.
When an account is registered in Zoho CRM, create a folder for each account in OneDrive.
Launch this workflow to connect
Microsoft OneDrive &
Zoho CRM
!
■Overview
This is a flow that creates a folder for each account in OneDrive when an account is registered in Zoho CRM.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who manage customers with Zoho CRM and manage customer information and related files with OneDrive
・Those who want to improve work efficiency by automating the process of manually creating folders in OneDrive
2. Those who manage files with OneDrive
・Those who store documents for each account in OneDrive for centralized management
・Those who feel it is a hassle to create folders every time a new account is added
■Benefits of using this template
Many people create folders for each account in OneDrive to manage documents.
However, having to create a folder every time a new account is registered is a time-consuming and labor-intensive task.
By utilizing the flow [Create a folder for each account in OneDrive when an account is registered in Zoho CRM], you can streamline the management of customer information and make sales activities smoother.
You can use the extra time for other tasks, thereby improving productivity.
■Notes
・Please connect both Zoho CRM and OneDrive with Yoom.
・Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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About the Apps
Templates using
Microsoft OneDrive
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Zoho CRM
Templates using
Zoho CRM
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About the apps you use
Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
see detailsTemplates
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This is a flow that automatically uploads attachments received via email to OneDrive and notifies Microsoft Teams. The files are securely stored in OneDrive, ensuring data consistency and accuracy, facilitating smooth file management and information sharing.
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Zoho CRM
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No-Code API Actions
Executable API actions
Flowbot triggers
When a File Is Created or Updated in a Specific Folder
When a Folder Is Created or Updated in a Specific Folder
When a New Lead Is Created
When a New Account Is Created
When an Account Is Created or Updated
When a Lead Is Created or Updated
When a Lead Is Created (Webhook)
When Lead Is Updated (Webhook)
When Account Is Created (Webhook)
When Account Is Updated (Webhook)
When Contact Is Created (Webhook)
When Contact Is Updated (Webhook)
Deal Created (Webhook)
Deal Updated (Webhook)
Task Created (Webhook)
Task Updated (Webhook)
Specific Field in Deal Updated (Webhook)
When a Specific Lead Field Is Updated (Webhook)
Flowbot operations
Search Folders and Files
Get a List of Files in a Specific Folder
Create Folder
Download File
Upload File
Copy a File
Create Excel File
Grant Permissions to Folder or File
Change Folder or File Name
Create Sharing Link
Delete File/Folder
Move File to Another Folder
Download File as PDF
Get Top-level Folder List
Get Subfolders of a Specific Folder
Get Lead ID List
Get Lead Details
Create Lead
Flowbot triggers
When a File Is Created or Updated in a Specific FolderWhen a Folder Is Created or Updated in a Specific Folder
Flowbot operations
Search Folders and FilesGet a List of Files in a Specific FolderCreate FolderDownload FileUpload FileCopy a FileCreate Excel FileGrant Permissions to Folder or FileChange Folder or File NameCreate Sharing LinkDelete File/FolderMove File to Another FolderDownload File as PDFGet Top-level Folder ListGet Subfolders of a Specific Folder
Flowbot triggers
When a New Lead Is CreatedWhen a New Account Is CreatedWhen an Account Is Created or UpdatedWhen a Lead Is Created or UpdatedWhen a Lead Is Created (Webhook)When Lead Is Updated (Webhook)When Account Is Created (Webhook)When Account Is Updated (Webhook)When Contact Is Created (Webhook)When Contact Is Updated (Webhook)Deal Created (Webhook)Deal Updated (Webhook)Task Created (Webhook)Task Updated (Webhook)Specific Field in Deal Updated (Webhook)When a Specific Lead Field Is Updated (Webhook)When a Specific Account Field Is Updated (Webhook)When a Specific Contact Field Is Updated (Webhook)When a Specific Task Field Is Updated (Webhook)When an Event Is Created (Webhook)When an Event Is Updated (Webhook)When a Specific Field of an Event Is Updated (Webhook)When a Call Is Created (Webhook)When a Call Is Updated (Webhook)When a Contact Is Created (Polling Trigger)When a Contact Is Updated (Polling Trigger)
Flowbot operations
Get Lead ID ListGet Lead DetailsCreate LeadUpdate Lead InformationSearch LeadsGet Account ID ListGet Account DetailsCreate AccountUpdate Account InformationSearch AccountsUpdate Lead Custom FieldsUpdate Account Custom FieldsGet Deal ID ListGet Deal DetailsCreate DealUpdate Deal InformationSearch DealsAttach File to LeadAttach File to AccountAttach File to DealGet Lead Attachment InformationDownload Lead AttachmentsGet Account Attachment InformationDownload Account AttachmentGet Deal Attachment InformationDownload Deal AttachmentGet Contact DetailsCreate ContactUpdate ContactSearch ContactsAttach File to ContactGet Contact Attachment DetailsDownload Contact AttachmentCreate TaskGet TaskSearch TasksCreate EventGet EventSearch EventsUpdate Deal Custom FieldsGet CallGet Fields of a Specific TabCreate Record in Custom ModuleSearch Custom Module RecordsUpdate Record in Custom ModuleDelete Custom Module RecordGet Specific Custom Module RecordAssociate Lead with CampaignSearch CallsGet Call DetailsSearch WebhooksGet Contact ID ListUpdate Lead Custom Field (Multi-Select)Update Account Custom Field (Multi-Select)Update Deal Custom Field (Multi-Select)Get Records via COQL QueryMore inspiration for you
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