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 Workdrive for Zoho CRM Extension the Team folder will be Zoho CRM or Zoho CRM - Workdrive. You would then click into the Account folder to have the correct URL
If you want to use a Team Folder as your Parent Folder (example "Clients") you would click on the team folder to have the correct URL.
If you want to use your own folder within a Team Folder (ex. Team Folder - "Clients" > Folder - "Active") you would click into the "Active" Folder to have the URL. (This also applies to if you have a sub folder in the Account folder that is specifically for Customer facing documents.
Team ID for Zoho Workdrive
To get the Team ID in Zoho Workdrive go to https://workdrive.zoho.com and grab the value after the end slash (/) of "home" and the start slash (/) of either privatespace or teams.
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 ...
Configure Zoho Workdrive without Zoho CRM extension
Configure with Zoho Workdrive Requirements: 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 ...
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 ...
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 ...