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EXPLORE ALL PRODUCTS

Sales

 
CRM

Comprehensive CRM platform for customer-facing teams.

CRM
 
Bigin

Simple CRM for small businesses moving from spreadsheets.

Bigin
 
Forms

Build online forms for every business need.

Forms
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Sign

Digital signature app for businesses.

Sign
 
RouteIQ

Comprehensive sales map visualization and optimal route planning solution.

RouteIQ
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
Suites
CRM Plus

Unified platform to deliver top-notch customer experience.

CRM Plus

Marketing

 
Social

All-in-one social media management software.

Social
 
Campaigns

Create, send, and track targeted email campaigns that drive sales.

Campaigns
 
Forms

Build online forms for every business need.

Forms
 
Survey

Design surveys to reach and interact with your audience.

Survey
 
Sites

Online website builder with extensive customisation options.

Sites
 
PageSense

Website conversion optimization and personalisation platform.

PageSense
 
Backstage

End-to-end event management software.

Backstage
 
Webinar

Webinar platform for webcasting online webinars.

Webinar
 
Marketing Automation

All-in-one marketing automation software.

Marketing Automation
 
LandingPage

Smart landing page builder to increase conversion rates

LandingPage
 
Publish

Manage all your local business listings on a single platform.

Publish
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Sign

Digital signature app for businesses.

Sign
 
Thrive

Complete loyalty and affiliate management platform.

Thrive
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
LeadChain

Sync, manage, and convert leads across channels seamlessly.

LeadChain
 
NEW
CommunitySpaces

Online community platform for individuals and businesses to grow their network and brand.

CommunitySpaces
 
Suites
Marketing Plus

Unified marketing platform for marketing teams.

Marketing Plus

Commerce and POS

 
Commerce

eCommerce platform to manage and market your online store.

Commerce

Service

 
Desk

Helpdesk software to deliver great customer support.

Desk
 
Assist

Remote support and unattended remote access software.

Assist
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
FSM

End-to-end field service management platform for service businesses.

FSM
 
SalesIQ

Live chat app to engage and convert website visitors.

SalesIQ
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
Suites
Service Plus

Unified platform for customer service and support teams.

Service Plus

Finance

 
Books

Powerful accounting platform for growing businesses.

Books
 
FREE
Invoice

100% Free invoicing solution.

Invoice
 
Expense

Effortless expense reporting platform.

Expense
 
Inventory

Powerful stock management and inventory control software.

Inventory
 
Billing

End-to-end billing solution for your business.

Billing
 
Checkout

Collect payments online with custom branded pages.

Checkout
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo
 
Practice

Practice management software for accounting firms.

Practice
 
Sign

Digital signature app for businesses.

Sign
 
Commerce

eCommerce platform to manage and market your online store.

Commerce
 
Suites
Finance Plus

All-in-one suite to manage your operations and finances.

Finance Plus

Email and Collaboration

 
Mail

Secure email service for teams of all sizes.

Mail
 
Meeting

Online meeting software for all your video conferencing & webinar needs.

Meeting
 
Writer

Word processor for focused writing and discussions.

Writer
 
Sheet

Spreadsheet software for collaborative teams.

Sheet
 
Show

Create, edit, and share slides with a sleek presentation app.

Show
 
Notebook

Beautiful home for all your notes.

Notebook
 
Cliq

Stay in touch with teams no matter where you are.

Cliq
 
Connect

Employee experience platform to communicate, engage, and build positive employee relations.

Connect
 
Bookings

Appointment scheduling app for consultations with customers.

Bookings
 
TeamInbox

Shared inboxes for teams.

TeamInbox
 
WorkDrive

Online file management for teams.

WorkDrive
 
Sign

Digital signature app for businesses.

Sign
 
Office Suite

Powerful collaborative work platform for teams.

Office Suite
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
Calendar

Online business calendar to manage events and schedule appointments.

Calendar
 
Learn

Knowledge and learning management platform.

Learn
 
Voice

Cloud Contact Center Software for businesses.

Voice
 
ToDo

Collaborative task management for individuals and teams.

ToDo
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
FREE
PDF Editor

Collaborative online PDF editing tool.

PDF Editor
 
Suites
Workplace

Application suite built to improve team productivity and collaboration.

Workplace

Human Resources

 
People

Organize, automate, and simplify your HR processes.

People
 
Recruit

Intuitive recruiting platform built to provide hiring solutions.

Recruit
 
Expense

Effortless expense reporting platform.

Expense
 
Workerly

Manage temporary staffing with an employee scheduling solution.

Workerly
 
NEW
Payroll

Payroll software with automated tax payments and filing.

Payroll
 
Shifts

Employee scheduling and time tracking app.

Shifts
 
Sign

Digital signature app for businesses.

Sign
 
Suites
People Plus

Comprehensive HR platform for seamless employee experiences.

People Plus

Security and IT Management

 
Creator

Build custom apps to simplify business processes.

Creator
 
Directory

Workforce identity and access management solution for cloud businesses.

Directory
 
FREE
OneAuth

Secure multi-factor authenticator (MFA) for all your online accounts.

OneAuth
 
Vault

Online password manager for teams.

Vault
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Toolkit

Complete resource for any admin-related lookup queries.

Toolkit
 
Lens

Interactive remote assistance software with augmented reality.

Lens
 
Assist

Remote support and unattended remote access software.

Assist
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA

BI and Analytics

 
Analytics

Modern self-service BI and analytics platform.

Analytics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep
 
NEW
IoT

Harnessing IoT analytics for real-time operational intelligence.

IoT

Project Management

 
Projects

Manage, track, and collaborate on projects with teams.

Projects
 
Sprints

Planning and tracking tool for scrum teams.

Sprints
 
BugTracker

Automatic bug tracking software for managing bugs.

BugTracker
 
NEW
Solo

The all-in-one toolkit for solopreneurs.

Solo

Developer Platforms

 
Creator

Build custom apps to simplify business processes.

Creator
 
Flow

Automate business workflows by creating smart integrations.

Flow
 
Catalyst

Pro-code platform to build and deploy your apps.

Catalyst
 
Office Integrator

Built in document editors for web apps.

Office Integrator
 
ZeptoMail

Secure and reliable transactional email sending service.

ZeptoMail
 
QEngine

Test automation software to build, manage, execute, and report testcases.

QEngine
 
Tables

Work management tool to connect people, processes, and information.

Tables
 
NEW
RPA

Automate manual, tedious, and repetitive tasks easily.

RPA
 
NEW
Apptics

Application analytics for all apps.

Apptics
 
Embedded BI

Embedded analytics and white label BI solutions, tailored for your needs.

Embedded BI
 
NEW
IoT

Build, deploy, and scale IoT solutions for connected businesses.

IoT
 
DataPrep

AI-powered data preparation service for your data-driven organization.

DataPrep

IoT

 
NEW
IoT

Low-code IoT platform and solutions for connected businesses.

IoT
 
CRM Plus

Unified platform to deliver top-notch customer experience.

Try now
CRM Plus
 
Service Plus

Unified platform for customer service and support teams.

Try now
Service Plus
 
Finance Plus

All-in-one suite to manage your operations and finances.

Try now
Finance Plus
 
People Plus

Comprehensive HR platform for seamless employee experiences.

Try now
People Plus
 
Workplace

Application suite built to improve team productivity and collaboration.

Try now
Workplace
 
Marketing Plus

Unified marketing platform for marketing teams.

Try now
Marketing Plus
 
All-in-one suite

Zoho One

The Operating System for Business

Run your entire business on Zoho with our unified cloud software, designed to help you break down silos between departments and increase organizational efficiency.

TRY ZOHO ONE
Zoho One
Zoho Marketplace

With over 2000 ready-to-use extensions across 40+ categories, connect your favorite business tools with the Zoho products you already use.

EXPLORE MARKETPLACE
Marketplace
   

Integrate Zoho WorkDrive with 1000+ apps

Create business workflows for Zoho WorkDrive without writing code, using Zoho Flow. Automate your routine tasks and make more time for what you do best.

Popular Zoho WorkDrive workflows

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Add new folder created in Zoho WorkDrive to OneDrive

Zoho WorkDrive + OneDrive

Easily organize your files in multiple online cloud storage apps without performing the same actions in each app. This flow adds new folders created in Zoho WorkDrive to OneDrive.

How it works
1) A new folder is created in Zoho WorkDrive.
2) Zoho Flow adds the foder to OneDrive.
+

Create a module entry in Zoho CRM when a signed document is uploaded to Zoho Workdrive

Zoho WorkDrive + Zoho CRM

Create a new entry in your CRM whenever a signed document is uploaded to your document management application. This flow creates a new module entry in Zoho CRM every time a signed document is uploaded to Zoho WorkDrive.

How it works
1. A signed document is uploaded to Zoho WorkDrive.
2. Zoho Flow creates a new entry in CRM for the document.
+

Send Slack messages for new files in Zoho WorkDrive

Zoho WorkDrive + Slack

Each time a new file is added in Zoho WorkDrive, the flow automatically sends a message in Slack so you can begin to collaborate on your new documents right away.

How it works

1. A new file is added in Zoho WorkDrive.

2. Zoho Flow sends a message in Slack.

+

Send Zoho Cliq messages for new folders in Zoho WorkDrive

Zoho WorkDrive + Zoho Cliq

When your team is working on multiple projects, organizing all your files in the right folders can be tough. This flow helps by automatically sending a message via Zoho Cliq for every new folder added in Zoho WorkDrive so your colleagues always know the suitable place for a document.

How it works

1. A new folder is added in Zoho WorkDrive.

2. Zoho Flow sends a message in a Zoho Cliq channel.

+

Send Zoho Mail emails for new folders in Zoho WorkDrive

Zoho WorkDrive + Zoho Mail

Need to alert specific teammates as soon as you create a new folder to work on? This flow automatically sends your colleagues an email via Zoho Mail whenever a new folder is added in Zoho WorkDrive.

How it works

1. A new folder is added in Zoho WorkDrive.

2. Zoho Flow sends an email via Zoho Mail.

+

Send email notifications for new files in Zoho WorkDrive.

Zoho WorkDrive + Zoho WorkDrive

Each time a new file is added in Zoho WorkDrive, Zoho Flow sends an email automatically. That way, your teammates are promptly informed of new documents you are working on.

How it works

1. A new file is added in Zoho WorkDrive. 

2. Zoho Flow sends an email notification.

+

Create Zoho WorkDrive folders for new order in EZRentOut

EZRentOut + Zoho WorkDrive

Use this flow if you want to create a separate folder in your document management app for every new order. Every time an order is created in EZRentOut, a folder is automatically created in Zoho WorkDrive.

How it works
1. A new order created in EZRentOut.
2. Zoho Flow creates a folder in Zoho WorkDrive for the order.
+

Create Zoho WorkDrive folders for new confirmed orders in Zoho Commerce

Zoho Commerce + Zoho WorkDrive

Create a folder for every ecommerce order automatically. Use this flow to create a folder in Zoho Workdrive for every order received in Zoho Commerce.

How it works
1. An order is confirmed in Zoho Commerce.
2. Zoho Flow creates a folder in Zoho WorkDrive for the new order.
+

New folder structure in Zoho WorkDrive for new Zoho CRM leads

Zoho CRM + Zoho WorkDrive

This flow creates a folder and a subfolder in Zoho Workdrive every time a new lead is created in Zoho CRM. This is useful when you want to have specific documents for leads that are organized and readily accessible.

How it works
1. A new lead is captured in Zoho CRM.
2. Zoho Flow automatically creates a new folder structure for the lead.
+

Create Zoho WorkDrive folders for new bookings in Beds24

Beds24 + Zoho WorkDrive

Use this flow if you want to create a separate folder in your document management app for every new booking. Every time a booking is recorded in Beds24, a folder is automatically created in Zoho WorkDrive.

How it works
1. A new booking is recorded in Beds24.
2. Zoho Flow creates a folder in Zoho Workdrive for the booking.

Build your own Zoho WorkDrive integrations

Connect Zoho WorkDrive with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements

Supported triggers and actions

Build your Zoho WorkDrive workflows using the below triggers and actions

All Triggers - A trigger kickstarts the flow

File updated

Triggers when the details of an existing file are updated

Team folder created

Triggers when a new team folder is created

File event occurred

Triggers when a new file event has occurred

File created

Triggers when a new file is created

File downloaded

Triggers when a file is downloaded

Folder renamed

Triggers when a folder is renamed

Folder event occurred

Triggers when a new folder event has occurred

File moved

Triggers when a file is moved from a folder

File renamed

Triggers when a file is renamed

Folder downloaded

Triggers when a folder is downloaded

Folder moved

Triggers when a folder is moved

Folder created

Triggers when a new folder is created

All Actions - Actions are the automated tasks

Add label

Adds a new label to the specified resource

Create embed code

Creates an embed code for the specified file or folder

Move file or folder to trash

Moves the specified file or folder to trash

Share file or folder

Shares a file or folder within your organization or external users

Create folder

Creates a new folder in the selected path

Create team folder

Creates a new team folder

Create blank file

Creates a file in the specified folder

Add member to team folder

Adds a member to the specified team folder

Create external share link

Creates a customized external share link

Create download link

Creates a customized download link for the specified file or folder

Add group to team folder

Adds a group to the specified team folder

Create collection link

Creates a new collection link

Create comment

Creates a new comment in the specified file

Associate data template

Associates an existing data template with the selected file

Rename file or folder

Renames the specified file or folder

Unfollow file or folder

Unfollows the specified file or folder

Copy file or folder

Creates a copy of the specified file or folder

Update external share link

Updates the customized external share link

Follow file or folder

Follows the specified file or folder for new updates

Update file or folder share permission

Updates the share permission for the specified file or folder

Move file or folder

Moves the specified file or folder

Fetch file - By keyword

Fetches the details of a file by keyword in the name or content

Fetch file - By name

Fetches the details of a file by name

Fetch folder

Fetches the details of a folder by name

Fetch file or folder by ID

Fetches the details of an existing file or folder by ID

Fetch data template

Fetches the details of an existing data template

Remove label

Removes an existing label from the specified resource

Remove share link

Removes the specified share link

What is Zoho WorkDrive?

Zoho WorkDrive is an online file management platform for teams. You can share files with teams and stakeholders, keep track of usage reports, and secure folders with restricted access.

Zoho Popular Files

Build comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more

Owain ap Rees

Sales Director, Artico

Watch Zoho Flow in action

Endless integrations. End to manual work.

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