Alfresco Content Services and Zoho CRM integrations and automations

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Customize your Alfresco Content Services and Zoho CRM integration with the following triggers and actions.

Triggers

When this happens…

Zoho CRM
  • New account
    New account in Zoho CRM
  • New call
    New call in Zoho CRM
  • New case
    New case in Zoho CRM
  • New contact
    New contact in Zoho CRM
  • New invoice
    New invoice in Zoho CRM
  • New custom object
    New custom object in Zoho CRM
  • New standard object
    New standard object in Zoho CRM
  • New deal
    New deal in Zoho CRM
  • New vendor
    New vendor in Zoho CRM
  • New/updated custom object
    New/updated custom object in Zoho CRM
  • New/updated standard object
    New/updated standard object in Zoho CRM
  • New or updated account
    New or updated account in Zoho CRM
  • New or updated call
    New or updated call in Zoho CRM
  • New or updated case
    New or updated case in Zoho CRM
  • New or updated contact
    New or updated contact in Zoho CRM
  • New or updated lead
    New or updated lead in Zoho CRM
  • New or updated deal
    New or updated deal in Zoho CRM

    • Any other trigger you can think up

Actions

Do this…

Alfresco Content Services
  • Copy file / folder
    Copy file / folder in Alfresco connector
  • Create folder
    Create folder in Alfresco connector
  • Create file / folder comment
    Create file / folder comment in Alfresco connector
  • Create file / folder shared links
    Create file / folder shared links in Alfresco connector
  • Create file / folder tags
    Create file / folder tags in Alfresco connector
  • Create zip file
    Create zip file in Alfresco connector
  • Delete file / folder
    Delete file / folder in Alfresco connector
  • Delete file / folder comment
    Delete file / folder comment in Alfresco connector
  • Delete file / folder shared links
    Delete file / folder shared links in Alfresco connector
  • Delete file / folder tag
    Delete file / folder tag in Alfresco connector
  • Download file
    Download file in Alfresco connector
  • Get file rendition
    Get file rendition in Alfresco connector
  • Get file renditions
    Get file renditions in Alfresco connector
  • Get file version
    Get file version in Alfresco connector
  • Get file versions
    Get file versions in Alfresco connector
  • Get group
    Get group in Alfresco connector
  • Get group members
    Get group members in Alfresco connector
  • Get groups
    Get groups in Alfresco connector
  • Get file / folder
    Get file / folder in Alfresco connector
  • Get site / folder children
    Get site / folder children in Alfresco connector
  • Get file / folder comments
    Get file / folder comments in Alfresco connector
  • Get file / folder properties
    Get file / folder properties in Alfresco connector
  • Get file / folder rating
    Get file / folder rating in Alfresco connector
  • Get file / folder Alfresco Share URI
    Get file / folder Alfresco Share URI in Alfresco connector
  • Get file / folder shared link
    Get file / folder shared link in Alfresco connector
  • Get file / folder shared links
    Get file / folder shared links in Alfresco connector
  • Get file / folder tags
    Get file / folder tags in Alfresco connector
  • Get repository tag
    Get repository tag in Alfresco connector
  • Get repository tags
    Get repository tags in Alfresco connector
  • Get site
    Get site in Alfresco connector
  • Get site groups
    Get site groups in Alfresco connector
  • Get site members
    Get site members in Alfresco connector
  • Get sites
    Get sites in Alfresco connector
  • Get user
    Get user in Alfresco connector
  • Get user groups
    Get user groups in Alfresco connector
  • Get users
    Get users in Alfresco connector
  • Get zip file
    Get zip file in Alfresco connector
  • Move file / folder
    Move file / folder in Alfresco connector
  • Rename file / folder
    Rename file / folder in Alfresco connector
  • Search
    Search in Alfresco connector
  • Update file
    Update file in Alfresco connector
  • Update file / folder comment
    Update file / folder comment in Alfresco connector
  • Update file / folder properties
    Update file / folder properties in Alfresco connector
  • Upload file
    Upload file in Alfresco connector

    • Any other action you can think up

Zoho CRM
  • Custom action
    Custom action in Zoho CRM (Custom)
  • Relate a member to campaign
    Relate a member to campaign in Zoho CRM
  • Batch create custom objects Batch
    Batch create custom objects in Zoho CRM
  • Batch create standard objects Batch
    Batch create standard objects in Zoho CRM
  • Batch update custom objects Batch
    Batch update custom objects in Zoho CRM
  • Batch update standard objects Batch
    Batch update standard objects in Zoho CRM
  • Batch upsert custom objects Batch
    Batch upsert custom objects in Zoho CRM
  • Batch upsert standard objects Batch
    Batch upsert standard objects in Zoho CRM
  • Bulk create custom objects
    Bulk create custom objects in Zoho CRM
  • Bulk create standard objects
    Bulk create standard objects in Zoho CRM
  • Bulk update custom objects
    Bulk update custom objects in Zoho CRM
  • Bulk update standard objects
    Bulk update standard objects in Zoho CRM
  • Bulk upsert custom objects
    Bulk upsert custom objects in Zoho CRM
  • Bulk upsert standard objects
    Bulk upsert standard objects in Zoho CRM
  • Search records using COQL query
    Search records using COQL query in Zoho CRM
  • Create account
    Create account in Zoho CRM
  • Create campaign
    Create campaign in Zoho CRM
  • Create contact
    Create contact in Zoho CRM
  • Create invoice
    Create invoice in Zoho CRM
  • Create lead
    Create lead in Zoho CRM
  • Create deal
    Create deal in Zoho CRM
  • Create vendor
    Create vendor in Zoho CRM
  • Delete custom object
    Delete custom object in Zoho CRM
  • Delete standard object
    Delete standard object in Zoho CRM
  • Get lead by ID
    Get lead by ID in Zoho CRM
  • Get object by ID
    Get object by ID in Zoho CRM
  • Search accounts Batch
    Search accounts in Zoho CRM
  • Search campaigns Batch
    Search campaigns in Zoho CRM
  • Search contacts Batch
    Search contacts in Zoho CRM
  • Search invoice
    Search invoice in Zoho CRM
  • Search leads Batch
    Search leads in Zoho CRM
  • Search custom objects
    Search custom objects in Zoho CRM
  • Search standard objects
    Search standard objects in Zoho CRM
  • Search deals Batch
    Search deals in Zoho CRM
  • Search products Batch
    Search products in Zoho CRM
  • Search vendors Batch
    Search vendors in Zoho CRM
  • Update account
    Update account in Zoho CRM
  • Update campaign
    Update campaign in Zoho CRM
  • Update contact
    Update contact in Zoho CRM
  • Update invoice
    Update invoice in Zoho CRM
  • Update lead
    Update lead in Zoho CRM
  • Update deal
    Update deal in Zoho CRM
  • Update vendor
    Update vendor in Zoho CRM
  • Upsert custom object
    Upsert custom object in Zoho CRM
  • Upsert standard object
    Upsert standard object in Zoho CRM

    • Any other action you can think up

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