Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM

Extension pointers for integrating Zoho CRM with Zoho products #8: Upload and manage Zoho Workdrive folders and files from within Zoho CRM

Keeping records on your customers and business prospects is essential for tracking data, conducting follow-ups, and running a business smoothly. When you use two separate applications, and store relevant data in each, checking and tracking data becomes more difficult.
 
Integrating applications that contain customer data is an effective solution for easily synchronizing and managing data across both applications. In this post, we'll look at how to integrate Zoho CRM with Zoho Workdrive in order to synchronize and manage Workdrive files and folders associated with a CRM contact across both applications.
 
Consider the following scenario: You've converted a lead to a contact in Zoho CRM. Now, you must associate files with that contact, such as legal documents or proofs. To do this, you can create a team folder where every team member can access and manage the contact's folders and files. 
 
In order to store contact-specific files, you can create a new folder (within the team folder) for each WorkDrive contact by clicking a button within their CRM record. You can even create a widget for uploading files to the contact's Workdrive folder from within CRM. 
 
Create a connector for Zoho Workdrive and add connector APIs
  • Create a new connector in your Zoho Workdrive extension using the Connectors feature under Utilities in the left-side panel of the Zoho Developer console. 
Note: Zoho Workdrive follows OAuth 2.0 protocols for authentication. You can learn how to register Zoho products and retrieve your client credentials here.
 
                                                
 
The connector details for the above example are as follows:

Request Token URL
https://accounts.zoho.com/oauth/v2/auth?scope=,WorkDrive.users.READ,WorkDrive.files.CREATE,
WorkDrive.teamfolders.CREATE&access_type=offline
Access Token URLhttps://accounts.zoho.com/oauth/v2/token
Refresh Token URLhttps://accounts.zoho.com/oauth/v2/token
Scopes
WorkDrive.users.READ,WorkDrive.files.CREATE,
WorkDrive.teamfolders.CREATE
                                                 
 
The Zoho Workdrive REST APIs we added for our example are as follows:
 
Connector API NameMethod typeURL
Get ZUIDGEThttps://www.zohoapis.com/workdrive/api/v1/users/me
Get all teams of a userGEThttps://www.zohoapis.com/workdrive/api/v1/users/${zuid}/teams
Create team folderPOSThttps://www.zohoapis.com/workdrive/api/v1/teamfolders
Create new folderPOSThttps://www.zohoapis.com/workdrive/api/v1/files
File uploadPOSThttps://www.zohoapis.com/workdrive/api/v1/upload?filename=${file_name}&parent_id=${file_parent_id}&override-name-exist=true
 
Note: You can refer to this post to see the detailed steps involved in creating a connector, adding the connector APIs, and associating them with the extension.
 
Create a settings widget to build team folder and assign them to Workdrive teams 
  • Create a settings widget to select a team to manage a contact's folders and files.
  • We'll also create a CRM variable called "Team Folder ID" to store the assigned team's ID information for future operations.


Settings widget.js code snippet
Util={};
var teamidvalue;
 
   //Subscribe to the EmbeddedApp onPageLoad event before initializing the widget 
   ZOHO.embeddedApp.on("PageLoad",function(data)
  {
var data =  {
    }
 
//Invoking the 'Get ZUID' API to retrieve the user's ZUID
ZOHO.CRM.CONNECTOR.invokeAPI("xxx.workdrive.getzuid",data)
.then(function(dataa){
    console.log(dataa);
    response = dataa.response
    responsejson=JSON.parse(response);
    zuiddata=responsejson.data;
    zuid=zuiddata.id;
 
    var data =  {
          "zuid" : zuid
    }
//Invoking the 'Get all teams of a user' API to fetch all the teams of a user
ZOHO.CRM.CONNECTOR.invokeAPI("xxx.workdrive.getallteamsofauser",data)
.then(function(dataa){
    console.log(dataa);
    response = dataa.response;
    responsejson=JSON.parse(response);
    teamdata=responsejson.data;
 
  for (i = 0; i < teamdata.length; i++) 
    {
 
      teamid=teamdata[i].id;
      attributes=teamdata[i].attributes;
      teamname=attributes.name;
      var teamlist = document.getElementById("teamlist");
      var option = document.createElement("OPTION");
      option.innerHTML = teamname;
      option.value = teamid;
      teamlist.appendChild(option);
    }
    })
})  
})
    Util.getvalues=function()
    {
//Retrieving the value chosen in the teamlist
      teamidvalue=document.getElementById("teamlist").value;
/*Constructing data and passing to 'Create team folder' API to create a team folder called "CRM Contacts test"*/
var data =  {
 
          "extension_team_folder_name" : "CRM Contacts test",
          "parent_id":teamidvalue
    }
ZOHO.CRM.CONNECTOR.invokeAPI("xxx.workdrive.createteamfolder",data)
.then(function(dataa){
    console.log(dataa);
    response = dataa.response;
    responsejson=JSON.parse(response);
    teamfolderdata=responsejson.data;
    teamfolderid=teamfolderdata.id;
 
//Set the ID of the team selected in the teamlist to the "Team Folder ID" CRM variable
          var variableMap = { "apiname": "xxx__Team_Folder_ID", "value": teamfolderid};
ZOHO.CRM.CONNECTOR.invokeAPI("crm.set", variableMap);
 
ZOHO.CRM.API.getOrgVariable("xxx__Team_Folder_ID").then(function(data){
  console.log(data);
});
});
    }

 
Create a button in the Contacts module to make a new Workdrive folder for a contact
  • Create a button called "Create a new workdrive Folder" using the Links & Buttons feature available in the Components section of the Zoho Developer console. Then, write a function to perform the desired action.
  • For our use case, since we're creating a new folder specific to a contact inside a WorkDrive team folder, we'll create the folder with the Full Name of the Zoho CRM contact.
  • We'll also create a custom field in the Contacts module called "Folder ID" to store the ID of the new Workdrive folder to perform future operations.
Create a new Workdrive folder: Function code snippet

//Fetching the current contact details and retrieving the Full Name and custom field folder ID of the contact
response = zoho.crm.getRecordById("Contacts",contact.get("Contacts.ID").toLong());
Fullname = response.get("Full_Name");
contactfolderid = response.get("xxx__Folder_ID");
if(contactfolderid == null)
{
/*Invoking the 'Create new folder' API to get create a folder in Workdrive for the Zoho CRM contact with the name as their Full Name*/
parentfolderid = zoho.crm.getOrgVariable("xxx__Team_Folder_ID");
dynamic_map = Map();
dynamic_map.put("name",Fullname);
dynamic_map.put("folder_parent_id",parentfolderid);
 
newfolderresp = zoho.crm.invokeConnector("xxx.workdrive.createnewfolder",dynamic_map);
newfolderresponse = newfolderresp.get("response");
newfolderdata = newfolderresponse.get("data");
newfolderid = newfolderdata.get("id");
contactinfo = {"xxx__Folder_ID":newfolderid};
/* Updating the 'Folder ID' custom field in contact's record with the new folder ID obtained from the response*/
folderresponse=zoho.crm.updateRecord("Contacts",contact.get("Contacts.ID").toLong(),contactinfo);
 
return "A new workdrive folder has been created with the ID - " + newfolderid;
}
else
{
return "Folder already present for contact in Workdrive";
}
  • The above code snippet fetches the record details for the current contact to retrieve the customer's Full Name. 
  • The Workdrive parent folder ID (set using the settings widget), where the new folder for the contact will be created, is then retrieved using the getOrgVariable deluge task . 
  • The parent folder ID and the contact's Full Name are delivered to the Create new workdrive folder API to create a new folder for the contact in Workdrive.
  • The ID of the new folder is then updated in the "Folder ID" custom field using updateRecord task. 
Create a button in the Contacts module to upload files to a contact's Workdrive folder and associate it with a widget
  • Create a button called "Upload file to Workdrive" using the Links & Buttons feature available in the Components section of the Zoho Developer console, then associate a widget to perform the desired action.
Upload file to workdrive - widget.html - Please find the attachment for the widget html code.
  • The code snippet fetches the record details of the current contact, from which the custom field 'Folder ID' value is retrieved. 
  • The input file selected is also checked for its file type and name.
  • The Folder ID and the file name are then constructed and passed as parameters to invoke the 'Upload File to Workdrive' API.
Sample output
  • After installing the extension, authorize the Zoho Workdrive connector.
  • Go to Settings on the extension configuration page.
  • Choose a team to manage the contact's folders and files. Click Save.
                                    
  • A new team folder, CRM Contacts test, is created in Zoho Workdrive for the chosen team.                                    
  • Go to the Contacts module. Click on the Create a new workdrive folder button on the record's view page.                                     
  • A new folder is created in workdrive with the name of your contact.                          
  • Once the folder is created, the custom field, Folder ID is also automatically updated with the new folder ID value.                         
  • Now, click on the Upload file to Workdrive button on the record's view page.                    
 
  • The widget appears. Choose a file and click the Upload file to Workdrive button. The file will be uploaded to Workdrive.
                                     
Using this method, you can integrate Zoho CRM with Zoho Workdrive through an extension to perform necessaryfunctionalities for your business. We hope you find this information helpful! 
 
In our next post, we will show you how to track, view, and access these Workdrive files within Zoho CRM. Keep following this space for more advice!


SEE ALSO


    Access your files securely from anywhere







                          Zoho Developer Community






                                                • Desk Community Learning Series


                                                • Digest


                                                • Functions


                                                • Meetups


                                                • Kbase


                                                • Resources


                                                • Glossary


                                                • Desk Marketplace


                                                • MVP Corner


                                                • Word of the Day


                                                • Ask the Experts



                                                          • Sticky Posts

                                                          • Kaizen #197: Frequently Asked Questions on GraphQL APIs

                                                            🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                          • Kaizen #198: Using Client Script for Custom Validation in Blueprint

                                                            Nearing 200th Kaizen Post – 1 More to the Big Two-Oh-Oh! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                          • Celebrating 200 posts of Kaizen! Share your ideas for the milestone post

                                                            Hello Developers, We launched the Kaizen series in 2019 to share helpful content to support your Zoho CRM development journey. Staying true to its spirit—Kaizen Series: Continuous Improvement for Developer Experience—we've shared everything from FAQs
                                                          • Kaizen #193: Creating different fields in Zoho CRM through API

                                                            🎊 Nearing 200th Kaizen Post – We want to hear from you! Do you have any questions, suggestions, or topics you would like us to cover in future posts? Your insights and suggestions help us shape future content and make this series better for everyone.
                                                          • Client Script | Update - Introducing Commands in Client Script!

                                                            Have you ever wished you could trigger Client Script from contexts other than just the supported pages and events? Have you ever wanted to leverage the advantage of Client Script at your finger tip? Discover the power of Client Script - Commands! Commands


                                                          Manage your brands on social media



                                                                Zoho TeamInbox Resources



                                                                    Zoho CRM Plus Resources

                                                                      Zoho Books Resources


                                                                        Zoho Subscriptions Resources

                                                                          Zoho Projects Resources


                                                                            Zoho Sprints Resources


                                                                              Qntrl Resources


                                                                                Zoho Creator Resources



                                                                                    Zoho CRM Resources

                                                                                    • CRM Community Learning Series

                                                                                      CRM Community Learning Series


                                                                                    • Kaizen

                                                                                      Kaizen

                                                                                    • Functions

                                                                                      Functions

                                                                                    • Meetups

                                                                                      Meetups

                                                                                    • Kbase

                                                                                      Kbase

                                                                                    • Resources

                                                                                      Resources

                                                                                    • Digest

                                                                                      Digest

                                                                                    • CRM Marketplace

                                                                                      CRM Marketplace

                                                                                    • MVP Corner

                                                                                      MVP Corner







                                                                                        Design. Discuss. Deliver.

                                                                                        Create visually engaging stories with Zoho Show.

                                                                                        Get Started Now


                                                                                          Zoho Show Resources


                                                                                            Zoho Writer Writer

                                                                                            Get Started. Write Away!

                                                                                            Writer is a powerful online word processor, designed for collaborative work.

                                                                                              Zoho CRM コンテンツ





                                                                                                Nederlandse Hulpbronnen


                                                                                                    ご検討中の方




                                                                                                          • Recent Topics

                                                                                                          • Filtering repport for portal users

                                                                                                            Salut, I have a weird problem that I just cannot figure out : When I enter information as administrator on behalf of a "supplier" portal user (in his "inventory" in a shared inventory system), I can see it, "customer" portal users can see it, but the
                                                                                                          • Zoho Sheet for Desktop

                                                                                                            Does Zoho plans to develop a Desktop version of Sheet that installs on the computer like was done with Writer?
                                                                                                          • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                            Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                          • BUTTONS SHOWN AS AN ICON ON A REPORT

                                                                                                            Hi Is there any way to create an action button but show it as an icon on a report please? As per the attached example? So if the user clicks the icon, it triggers an action?
                                                                                                          • ZOHO Creator subform link

                                                                                                            Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked
                                                                                                          • Dropshipping Address - Does Not Show on Invoice Correctly

                                                                                                            When a dropshipping address is used for a customer, the correct ship-to address does not seem to show on the Invoice. It shows correctly on the Sales Order, Shipment Order, and Package, just not the Invoice. This is a problem, because the company being
                                                                                                          • RFQ MODEL

                                                                                                            A Request for quotation model is used for Purchase Inquiries to multiple vendors. The Item is Created and then selected to send it to various vendors , once the Prices are received , a comparative chart is made for the user. this will help Zoho books
                                                                                                          • Will zoho thrive be integrated with Zoho Books?

                                                                                                            title
                                                                                                          • Product Updates in Zoho Workplace applications | August 2025

                                                                                                            Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this August. Zoho Mail Delegate Email Alias Now you can let other users send emails on your behalf—not just from your primary
                                                                                                          • Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked

                                                                                                            Hi, I sent few emails and got this: Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked And now I have few days since I cant send any email. Is there something wrong I did? Also can someone fix this please
                                                                                                          • Want to use Zoho Books in Switzerland. CHF support planned?

                                                                                                            Hi, We're a Swiss company using other Zoho suite software and I discovered Zoho Books and other accounting SaaS when looking for an accounting tool. Do you intend to cover Switzerland and CHF based accounting anytime soon? Roy
                                                                                                          • Zoho sheet desktop version

                                                                                                            Hi Zoho team Where can I access desktop version of zoho sheets? It is important as web version is slow and requires one to be online all the time to do even basic work. If it is available, please guide me to the same.
                                                                                                          • Weekly Tips : Teamwork made easy with Multiple Assignees

                                                                                                            Let's say you are working on a big project where different parts of a single task need attention from several people at the same time—like reviewing a proposal that requires input from sales, legal, and finance teams. Instead of sending separate reminders
                                                                                                          • Integración Books para cumplir la ley Crea y Crece y Ley Antifraude (VeriFactu)

                                                                                                            Hola: En principio, en julio de 2025, entra en vigor la ley Crea y Crece y Ley Antifraude (VeriFactu). ¿Sabéis si Zoho va a cumplir con la ley para cumplir con la facturación electrónica conectada a Hacienda? Gracias
                                                                                                          • Celebrating Connections with Zoho Desk

                                                                                                            September 27 is a special day marking two great occasions: World Tourism Day and Google’s birthday. What do these two events have in common (besides the date)? It's something that Zoho Desk celebrates, too: making connections. The connect through tourism
                                                                                                          • What is Resolution Time in Business Hours

                                                                                                            HI, What is the formula used to find the total time spent by an agent on a particular ticket? How is Resolution Time in Business Hours calculated in Zohodesk? As we need to find out the time spent on the ticket's solution by an agent we seek your assistance
                                                                                                          • Upload API

                                                                                                            I'm trying to use the Upload API to upload some images and attach them to comments (https://desk.zoho.com/DeskAPIDocument#Uploads#Uploads_Uploadfile) - however I can only ever get a 401 or bad request back. I'm using an OAuth token with the Desk.tickets.ALL
                                                                                                          • Zoho Desk KB article embedded on another site.

                                                                                                            We embed KB articles from Zoho Desk on another site (our application). When opening the article in a new tab, there is no issue, but if we choose lightbox, we are getting an error "To protect your security, help.ourdomain.com will not allow Firefox to
                                                                                                          • Is Zoho Sheet available for Linux ?

                                                                                                            Is Zoho Sheet available for Linux ?
                                                                                                          • Adding Overlays to Live Stream

                                                                                                            Hello folks, The company I work for will host an online event through Zoho Webinar. I want to add an overlay (an image) at the bottom of the screen with all the sponsors' logos. Is it possible to add an image as an overlay during the live stream? If so,
                                                                                                          • Email Sending Failed - SMTP Error: data not accepted. - WHMCS Not sending emails due to this error

                                                                                                            I have been trying to figure out a fix for about a week now and I haven't found one on my own so I am going to ask for help on here.  After checking all the settings and even resetting my password for the email used for WHMCS it still says: Email Sending Failed - SMTP Error: data not accepted.  I have no clue how to fix it at this point. Any insight would be lovely. 
                                                                                                          • FSM setup

                                                                                                            So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.
                                                                                                          • Does Zoho Learn integrate with Zoho Connect,People,Workdrive,Project,Desk?

                                                                                                            Can we propose Zoho LEarn as a centralised Knowledge Portal tool that can get synched with the other Zoho products and serve as a central Knowledge repository?
                                                                                                          • Zoho Flow - Update record in Trackvia

                                                                                                            Hello, I have a Flow that executes correctly but I only want it to execute once when a particular field on a record is updated in TrackVia. I have the trigger filters setup correctly and I want to add an "update record" action at the end of the flow to
                                                                                                          • Add Comprehensive Accessibility Features to Zoho Desk Help Center for End Users

                                                                                                            Hello Zoho Desk Team, We hope you're doing well. We’d like to submit a feature request to enhance the client-facing Help Center in Zoho Desk with comprehensive accessibility features, similar to those already available on the agent interface. 🎯 Current
                                                                                                          • How to add application logo

                                                                                                            I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing
                                                                                                          • Zoho Projects - Q2 Updates | 2025

                                                                                                            Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth
                                                                                                          • Rename Record Summary PDF in SendMail task

                                                                                                            So I've been tasked with renaming a record summary PDF to be sent as part of a sendmail task. Normally I would offer the manual solution, a user exports the PDF and uploads it to a file upload field, however this is not acceptable to the client in this
                                                                                                          • Option to Empty Entire Mailbox or Folder in Zoho Mail

                                                                                                            Hello Zoho Mail Team, How are you? We would like to request an enhancement to Zoho Mail that would allow administrators and users to quickly clear out entire folders or mailboxes, including shared mailboxes. Current Limitation: At present, Zoho Mail only
                                                                                                          • Create new Account with contact

                                                                                                            Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?
                                                                                                          • in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Q

                                                                                                            in zoho creator Sales Returns form has sub form Line Items return quantity when i upate the or enter any values in the sub form that want to reflect in the Sales Order form item deail sub form field Quantity Returned\ pls check the recording fetch_salesorder
                                                                                                          • Estimates with options and sub-totals

                                                                                                            Hi It seems it would be great to be able to show multiple options in an estimate. For instance I have a core product to which I can add options, and maybe sub-options... It would be great to have subtotals and isolate the core from the not compulsory items. Thanks
                                                                                                          • Rate Limiting in Zoho Flow (OpenAI API)

                                                                                                            Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a
                                                                                                          • Optional Items Estimate

                                                                                                            How do you handle optional items within an estimate? In our case we have only options to choose with. (Like your software pricing, ...standard, professional, enterprise) How can we disable the total price? Working with Qty = 0 is unprofessional....
                                                                                                          • Important Update : Zendesk Sell announced End of Life

                                                                                                            Hello Zendesk users, Zendesk has officially announced that Zendesk Sell will reach its End of Life (EOL) on August 31, 2027 (Learn more). In line with this deprecation, Zoho Analytics will retire its native Zendesk Sell connector effective October 1,
                                                                                                          • Zoho Sheets

                                                                                                            Hi, I am trying to transition into Zoho sheets, I have attached the issues encountered. Server issues, file trying to upload for more than 30 mins, even once uploaded my data aren't loaded. Simple calculations are not working I have attached the sample.
                                                                                                          • Zoho CRM + Zoho FSM : alignez vos équipes commerciales et techniques

                                                                                                            La vente est finalisée, mais le parcours client ne fait que commencer ! Dans les entreprises orientées service, conclure une vente représente seulement la première étape. Ce qui suit — installation, réparation ou maintenance régulière — influence grandement
                                                                                                          • Top Bar Shifting issue still not fixed yet

                                                                                                            I mentioned in a previous ticket that on Android, the top bar shifts up when you view collections or when you're in the settings. That issue still hasn't been fixed yet. I don't wanna have to reinstall the app as I've noticed for some reason, reinstalling
                                                                                                          • Power of Automation:: Automate the process of updating project status based on a specific task status.

                                                                                                            Hello Everyone, Today, I am pleased to showcase the capabilities of a custom function that is available in our Gallery. To explore the custom functions within the Gallery, please follow the steps below. Click Setup in the top right corner > Developer
                                                                                                          • ZOHO SHEETS

                                                                                                            Where can I access desktop version of zoho sheets? It is important to do basic work If it is available, please guide me to the same
                                                                                                          • Next Page