Do everything in one place
Customize your Microsoft Sharepoint and Zoho CRM integration with the following
triggers and actions.
Triggers
When this happens…
Microsoft Sharepoint
- New row in sharepoint listNew row in Sharepoint list
- New/updated file in folder hierarchyNew/updated file in Microsoft Sharepoint folder hierarchy
- New or updated fileNew or updated file in Microsoft Sharepoint folder
- New/updated row in Sharepoint listNew/updated row in Sharepoint list
Any other trigger you can think up
Zoho CRM
- New accountNew account in Zoho CRM
- New callNew call in Zoho CRM
- New caseNew case in Zoho CRM
- New contactNew contact in Zoho CRM
- New invoiceNew invoice in Zoho CRM
- New custom objectNew custom object in Zoho CRM
- New standard objectNew standard object in Zoho CRM
- New dealNew deal in Zoho CRM
- New vendorNew vendor in Zoho CRM
- New/updated custom objectNew/updated custom object in Zoho CRM
- New/updated standard objectNew/updated standard object in Zoho CRM
- New or updated accountNew or updated account in Zoho CRM
- New or updated callNew or updated call in Zoho CRM
- New or updated caseNew or updated case in Zoho CRM
- New or updated contactNew or updated contact in Zoho CRM
- New or updated leadNew or updated lead in Zoho CRM
- New or updated dealNew or updated deal in Zoho CRM
Any other trigger you can think up
Actions
Do this…
Microsoft Sharepoint
- Custom actionCustom action in Microsoft Sharepoint (Custom)
- Add row in sharepoint listAdd row in Sharepoint list
- Copy fileCopy a file in Sharepoint
- Create folderCreate folder in Sharepoint library
- Create rows BatchCreate rows in Sharepoint list
- Delete file or folder from libraryDelete a file or a folder from Microsoft Sharepoint library
- Delete rowDeletes a row in Sharepoint list
- Download attachmentDownload attachment in Sharepoint list
- Download file from libraryDownload file from Microsoft Sharepoint library
- Get file and folder detailsGet details of a file or folder in Sharepoint
- Get file or folder permissions BatchGet permission details of a file or a folder in Microsoft Sharepoint
- List files and folders within a folder BatchList files and folders within a folder in Microsoft Sharepoint
- Move fileMove a file in Sharepoint
- Rename file or folderRename a file or a folder in Sharepoint
- Search file by name BatchSearch file in Sharepoint library
- Search list items BatchSearch item in Microsoft Sharepoint list
- Search users BatchSearch users in Microsoft Sharepoint library
- Update file using file contentsUpdate file in Microsoft Sharepoint library
- Update file metadataUpdate file metadata in Sharepoint library
- Update rowUpdates a row in Sharepoint list
- Update rows BatchUpdate rows in Sharepoint list
- Upload attachmentUpload attachment in Sharepoint list
- Upload file in libraryUpload file into a folder in Sharepoint library
Any other action you can think up
Zoho CRM
- Custom actionCustom action in Zoho CRM (Custom)
- Relate a member to campaignRelate a member to campaign in Zoho CRM
- Batch create custom objects BatchBatch create custom objects in Zoho CRM
- Batch create standard objects BatchBatch create standard objects in Zoho CRM
- Batch update custom objects BatchBatch update custom objects in Zoho CRM
- Batch update standard objects BatchBatch update standard objects in Zoho CRM
- Batch upsert custom objects BatchBatch upsert custom objects in Zoho CRM
- Batch upsert standard objects BatchBatch upsert standard objects in Zoho CRM
- Bulk create custom objectsBulk create custom objects in Zoho CRM
- Bulk create standard objectsBulk create standard objects in Zoho CRM
- Bulk update custom objectsBulk update custom objects in Zoho CRM
- Bulk update standard objectsBulk update standard objects in Zoho CRM
- Bulk upsert custom objectsBulk upsert custom objects in Zoho CRM
- Bulk upsert standard objectsBulk upsert standard objects in Zoho CRM
- Search records using COQL querySearch records using COQL query in Zoho CRM
- Create accountCreate account in Zoho CRM
- Create campaignCreate campaign in Zoho CRM
- Create contactCreate contact in Zoho CRM
- Create invoiceCreate invoice in Zoho CRM
- Create leadCreate lead in Zoho CRM
- Create dealCreate deal in Zoho CRM
- Create vendorCreate vendor in Zoho CRM
- Delete custom objectDelete custom object in Zoho CRM
- Delete standard objectDelete standard object in Zoho CRM
- Get lead by IDGet lead by ID in Zoho CRM
- Get object by IDGet object by ID in Zoho CRM
- Search accounts BatchSearch accounts in Zoho CRM
- Search campaigns BatchSearch campaigns in Zoho CRM
- Search contacts BatchSearch contacts in Zoho CRM
- Search invoiceSearch invoice in Zoho CRM
- Search leads BatchSearch leads in Zoho CRM
- Search custom objectsSearch custom objects in Zoho CRM
- Search standard objectsSearch standard objects in Zoho CRM
- Search deals BatchSearch deals in Zoho CRM
- Search products BatchSearch products in Zoho CRM
- Search vendors BatchSearch vendors in Zoho CRM
- Update accountUpdate account in Zoho CRM
- Update campaignUpdate campaign in Zoho CRM
- Update contactUpdate contact in Zoho CRM
- Update invoiceUpdate invoice in Zoho CRM
- Update leadUpdate lead in Zoho CRM
- Update dealUpdate deal in Zoho CRM
- Update vendorUpdate vendor in Zoho CRM
- Upsert custom objectUpsert custom object in Zoho CRM
- Upsert standard objectUpsert standard object in Zoho CRM
Any other action you can think up
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