Overview

1. Automate repetitive file and folder management tasks
2. Synchronize documents across multiple applications
3. Create automated document processing workflows
4. Manage file sharing without manual intervention
5. Connect WorkDrive with productivity, communication, storage, and AI applications
6. Build custom workflows using WorkDrive APIs and n8n's workflow builder

Prerequisites

1. An active Zoho WorkDrive account
2. Access to an n8n Cloud or self-hosted instance.
3. Permission to create workflows in n8n.
4. You have the required access permissions for the files and folders you want to manage in WorkDrive.

Creating a Workflow

1. Triggers listen for events and automatically start workflows when selected activities occur in WorkDrive.
2. Actions perform operations in WorkDrive or other connected applications once a workflow is triggered.

Configure Actions

Supported Operations

File Operations

1. Copy: Copy a file to another folder.
2. Delete: Move a file to Trash.
3. Download: Download a file as binary data.
4. Get: Retrieve metadata for a file.
5. Move: Move a file to another folder.
6. Rename: Rename a file.
7. Upload: Upload a file to a folder.

Folder Operations

1. Copy: Copy a folder to another folder.
2. Create: Create a new folder.
3. Delete: Move a folder to Trash.
4. Get: Retrieve metadata for a folder.
5. List Contents: List the contents of a folder.
6. Move: Move a folder to another folder.
7. Rename: Rename a folder.

Share Operations

1. Create External Link: Create a public external share link.
2. Delete External Link: Revoke an external share link.
3. Get External Link: Retrieve information about an external share link.

Configure a WorkDrive Action

1. Sign in to your n8n instance.
   
   
   
   
2. On the Home page, open an existing workflow or click + -> Create Workflow in the top right corner. The workflow editor will appear.
   
   
   
3. In the workflow editor, click Add first step or click the + icon.
   
4. Search for and select Zoho WorkDrive and click Install to install the WorkDrive node.
   
   
   
   
5. Select a required Trigger or action event. A dialog box with configuration settings will appear.
   
   
   
   
6. Under Parameters, configure the following:
   
1. Credential to connect with - Select an existing WorkDrive credential or create a new credential.
2. Region - Select the WorkDrive data center associated with your account.
3. Resource - Choose the WorkDrive resource:
1. File
2. Folder
4. Operation - Select the operations you want to perform.
   
   
7. If this is your first time using the WorkDrive node:
1. Click Create New Credential.
2. Provide the following OAuth details:
1. OAuth Redirect URL
2. Authorization URL
3. Access Token URL
4. Client ID
5. Client Secret
   To obtain the Client ID and Client Secret, refer to this help documentation
   
   
   
   
8. Click Save and authorize n8n to access your WorkDrive account.
9. Select the required resource and operation.
10. Configure the operation-specific fields.
    Example:
    To retrieve metadata for a file:
1. Resource: File
   
2. Operation: Get
3. File ID: Enter the WorkDrive file ID
11. Click Execute Step to test the action.
12. Review the response in the Output panel.
13. Add additional nodes if required.
14. Save and activate the workflow.
    

Configure Trigger

Note: Trigger-based workflows are available only for Zoho WorkDrive Business plan users.

Configure a WorkDrive Trigger

Create a Workflow

1. Sign in to your n8n instance.
2. Open an existing workflow or click + Create Workflow.
3. Click Add first step or the + icon.
4. Search for and select Zoho WorkDrive Trigger.

Select the Trigger Event

1. Under Parameters, select the required Trigger Event.
2. Supported trigger categories include File, Folder, Team Folder, and Team events. Learn more about the supported trigger events in WorkDrive
3. Select the specific events you want to monitor.

Configure WorkDrive Credentials

1. Click Create New Credential.
2. Configure OAuth authentication using:
1. OAuth Redirect URL
2. Authorization URL
3. Access Token URL
4. Client ID
5. Client Secret
   To obtain the Client ID and Client Secret, refer to this help documentation
3. Save the credential.
4. Authorize n8n to access your WorkDrive account.
5. Select the saved credential.

Configure the Webhook Endpoint in WorkDrive

1. Copy the webhook URL generated by n8n.
2. Sign in to Zoho WorkDrive.
3. Navigate to Admin Console -> Apps page.
4. Create or edit a webhook.
5. Paste the n8n webhook URL into the Endpoint URL field.
6. Select the required webhook category:
1. File
2. Folder
3. Team Folder
4. Team
7. Select the events you want to monitor.
8. Save the webhook configuration.
9. Once configured, WorkDrive will send real-time event notifications to n8n whenever the selected events occur.

Test the Trigger

1. Return to the workflow editor.
2. Click Execute Workflow.
3. Perform the selected event in WorkDrive.
4. Verify that n8n receives the event payload.
5. Review the output to confirm successful configuration.

Important: After configuring the webhook in WorkDrive, return to n8n and click Execute Workflow to start listening for incoming events and validate the trigger configuration.

Add Workflow Actions

1. Add one or more action nodes.
2. Map the data received from the trigger event.
3. Configure the required business logic.

Activate the Workflow

1. Save the workflow.
2. Click Activate.

Sample Use Cases

Use Case 1: Automatically Upload Email Attachments to Zoho WorkDrive

1. Create a new workflow in n8n.
2. Add an email trigger (such as Zoho Mail, Gmail, or Outlook).
3. Configure the trigger to monitor incoming emails.
4. Add the Zoho WorkDrive node.
5. Select the following:
1. Resource: File
2. Operation: Upload
6. Select your WorkDrive credential.
7. Choose the destination folder.
8. Map the email attachment to the upload field.
9. Execute the workflow to test it.
10. Save and activate the workflow.

Use Case 2: Chat with Your WorkDrive Using AI

1. Sign in to your n8n instance and create a new workflow.
2. Add the On New Chat Event trigger.
3. Add the AI Agent node and connect it to the trigger.
   
   
   
   
4. Configure a Google Gemini Chat Model by adding your Gemini credentials and selecting a model.
5. Add a Zoho WorkDrive node and configure it as follows:
1. Resource: Folder
2. Operation: List Contents
3. Enable AI parameter mapping for the Folder ID field.
6. Add another Zoho WorkDrive node and configure it as follows:
1. Resource: Share
2. Operation: Create External Link
3. Enable AI parameter mapping for the Resource ID, Link Name, and Role fields.
7. Open the chat interface and enter a prompt such as:
   "List the contents of folder <folder-id> and create an external view-only share link for the first file."
8. Verify that the AI agent retrieves the folder contents, creates the share link, and returns the results.
9. Save and activate the workflow.
   
   
   

Use Case 3: Notify Your Team When a Document Is Viewed in Zoho WorkDrive

1. Create a new workflow in n8n.
2. Add the Zoho WorkDrive Trigger node.
3. Configure your WorkDrive credentials.
4. Select:
1. Trigger Category: File
2. Event: File Viewed
5. Select the file or folder you want to monitor.
6. Copy the webhook URL generated by n8n.
7. In WorkDrive, create a webhook using the copied URL.
8. Select the File Viewed event.
9. Return to n8n and click Execute Workflow.
10. Open the monitored document to trigger the event.
11. Verify that n8n receives the event.
12. Add a notification node for your preferred application, such as Slack, Microsoft Teams, Email, or another supported service.
13. Configure the notification using values from the WorkDrive trigger, such as:
1. File name
2. Viewer name
3. Viewer email
4. View time
5. File link (if available)
14. Save and activate the workflow.

1. WorkDrive API Documentation
2. n8n + Zoho WorkDrive official webpage
3. Setting up Webhooks in WorkDrive using Custom Apps