Are you trying to manage files within Zoho CRM, but are having trouble organizing those files effectively?
In this video I'll show you how to set up a Zoho Workdrive Automation inside Zoho CRM so that you can save your files automatically
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Full article here: aetherautomation.com/blog/how...
Chapters:
00:00 Introduction
2:04 Creating a Workflow Automation
3:00 Architecture
6:26 Start Coding
9:51 Undocumented Deluge Function
10:30 Account Folder Found
16:20 Headers in Workdrive
18:27 Saving Folder to CRM Record
23:20 Account Folder Not Found
25:27 Creating the Deal folders
28:58 Show me Working Code
#zoho #zohoCRM #ZohoDeluge #zohoone #ZohoWorkflow #ZohoWorkdrive #zohotutorial
Негізгі бет How to Manage Files in Deluge for Zoho CRM and Zoho Workdrive
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