I'm currently working with both Zoho CRM & Zoho Docs to handle users & their documents.
Once a user is created in Zoho CRM and its documents are uploaded to Zoho Docs, I'm doing the following steps manually:
1. find a document related to that user in Zoho Docs and create a shareable link to this document
2. add the shareable link to this user inside Zoho CRM
3. send an email to this user that contains the link to the shareable document in Zoho Docs, so he can open this link as simple url, NOT inside Zoho CRM or Zoho Docs
I want to simplify this process and skip the manual steps of creating shareable link for each document and setting this link in Zoho CRM.
I thought to use Documents inside Zoho CRM instead of Zoho Docs so it will be easier to attach a document to a user inside Zoho CRM, however I'm not sure if I can then generate shareable link that will be available outside Zoho CRM.
Alternatively, maybe it's possible to automate these manual steps using Zoho CRM and\or Zoho Docs SDK\APIs ?