Connect Egnyte and Zoho CRM

Both apps 31Egnyte 16Zoho CRM 15

• Trigger
  List Folders

  Triggers when a new subfolder appears inside the Egnyte folder you choose.

• Trigger
  New File in Folder

  Triggers when a new file is added to the chosen Egnyte folder.

• Action
  Add comment

  Adds a comment to a file or folder in Egnyte.

• Action
  Add link

  Creates a shareable link to a file or folder in Egnyte, with optional access, expiry and email settings.

• Action
  Add user

  Creates a new user in your Egnyte domain.

• Action
  Copy file or folder

  Copies a file or folder in Egnyte to a destination path, optionally renaming it.

• Action
  Create Folder

  Creates a new folder at the given path in Egnyte.

• Action
  Delete file or folder

  Deletes a file or folder in Egnyte by its path, or a single version of a file. Returns the path of the parent folder.

• Action
  Delete link

  Deletes an Egnyte shared link so it can no longer be used.

• Action
  Download File

  Downloads the contents of a file stored in Egnyte, optionally a specific earlier version.

• Action
  Find files by keyword

  Searches Egnyte files and folders by keyword across names, content, comments and metadata, and returns the matching items.

• Action
  Get file or folder

  Returns the details of a file or folder at a given path, optionally including the folder's contents, permissions, locks and custom metadata.

• Action
  Get user

  Returns the details of one Egnyte user, including name, email, role, status and group memberships.

• Action
  Move file or folder

  Moves a file or folder in Egnyte to a new location, optionally renaming it.

• Action
  Update user

  Updates an existing Egnyte user's details such as name, email, status, role, user type and language. Only the values you fill in are changed.

• Action
  Upload File

  Uploads a file to a path in Egnyte, creating it or overwriting an existing file at that path (up to 100 MB).

• Trigger
  New or updated record

  Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.

• Trigger
  New record

  Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.

• Action
  Add note

  Adds a note to a record in any supported Zoho CRM module.

• Action
  Add or update record (upsert)

  Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.

• Action
  Add tag to record

  Add one or more tags (comma-separated names) to a record in the specified module.

• Action
  Convert lead

  Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.

• Action
  Create record

  Create a new record in the specified Zoho CRM module.

• Action
  Delete record

  Delete a record by ID from the specified Zoho CRM module.

• Action
  Find records

  Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.

• Action
  Get record

  Retrieve a single record by ID from the specified Zoho CRM module.

• Action
  List notes

  Lists notes across all records in Zoho CRM (requires an administrator profile).

• Action
  List users

  Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.

• Action
  Query records (COQL)

  Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.

• Action
  Remove tag from record

  Remove one or more tags (comma-separated names) from a record in the specified module.

• Action
  Update record

  Update an existing record by ID in the specified Zoho CRM module.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.