Configure Zoho Workdrive without Zoho CRM extension
Configure with Zoho Workdrive
- ZPortals with Zoho Workdrive connection authorized.
- Add 2 fields to the Account module (for Account Based) or Contact Module (for Contact Based) in your CRM
- Folder ID - Single Line Text Field - (You can name this whatever you choose)
- Folder URL - URL field - (You can name this whatever you choose)
- Zoho Workdrive Team Folder ID
- Zoho Workdrive Parent Folder ID
To automate folder creation for your Accounts/Contacts you can use a tool like Zoho Flow or a Workflow and Custom Function in Zoho CRM.
After you have completed the above requirements and gathered the appropriate IDs follow these steps:
Go to ZPortals > Customization > Zoho Workdrive and toggle "Show in user portal"
Enter in your Team ID and Parent Folder ID
Map your Workdrive Folder URL from CRM field to Workdrive Link
Map your Workdrive Folder ID from CRM field to Workdrive Folder ID
If you do not see these fields be sure to go to ZPortals>Profile>Layout and Sync New fields and then try again
Choose to show via Iframe or API
With Iframe views the user can preview and interact with the files in the folder as well as download.
With API views the user can only download
Configure Zoho Workdrive for Zoho CRM extension
Configure with Zoho Workdrive for Zoho CRM extension Requirements: ZPortals with Zoho Workdrive connection authorized. Zoho Workdrive for Zoho CRM Extension Zoho Workdrive Team Folder ID Zoho Workdrive Parent Folder ID This only applies to the ...
Getting Started with Zoho Workdrive
Use this integration for client document management. It gives Users the ability to view, download and upload documents to their specific Zoho Workdrive client folder. The Wordpress admin can also set up notifications and customize the email template ...
Parent ID for Zoho Workdrive
To get the Parent ID in Zoho Workdrive go to https://workdrive.zoho.com and go the parent folder where your individual folders will reside grab the value after the end slash (/) of "ws" and the start slash (/) of folders. If you are using the Zoho ...
Sending Notifications for Zoho Workdrive
You can now send out both Owner and User Notifications from ZPortals Workdrive integration. You can customize your email message and include custom fields to let you and your clients know about changes in the Workdrive folder. To setup follow the ...
Configure Zoho Sign
The Zoho Sign integration displays signed documents sent and processed to the User through Zoho Sign. Users will be able to view and download a PDF of the signed document that is related to them in Zoho CRM. Ensure that Zoho Sign’s extension has been ...