Main components of Zapier integration process

1. Trigger: A trigger is an event that initiates a Zap.
   
   Zoho WorkDrive has three possible Zap triggers:
   
1. New folder: When a new folder is created in Zoho WorkDrive, certain actions can be triggered in another app.
2. New team folder: When a new team folder is created in Zoho WorkDrive, certain actions can be triggered in another app.
3. New file in folder: When a new file is added to a folder in Zoho WorkDrive, certain actions can be triggered in another app.
   
   For example, if you want to automate sending a text message every time a new file is added to a specific folder, then New File in Folder is the setup trigger for WorkDrive.
   
   
2. Action: An action is a task performed by an application in response to a trigger. 
   
   Note: You can also trigger actions in multiple apps using a single Zap, based on your Zapier account subscription.
   
   Zoho WorkDrive has four possible actions when using Zaps:
1. Upload file: Because of a trigger in another app, a file gets uploaded to Zoho WorkDrive in the folder you specify.
2. Create folder: Because of a trigger in another app, a folder gets created in Zoho WorkDrive in the folder you specify.
3. Create file from text: Because of a trigger in another app, a text file gets created in Zoho WorkDrive in the folder you specify.
4. Create team folder: Because of a trigger in another app, a team folder gets created in Zoho WorkDrive.
   
   For example, if you want to save attachments every time you receive an email, then Upload file is the action to be chosen for WorkDrive.
   
   
3. Supported searches: To make it easier for you to set up actions in Zoho WorkDrive, we've provided the following search options:
1. Find file by keyword: Search file names and content in a folder for a word or phrase.
2. Find folder: Search folder names for a word or phrase.
3. Find file by name: Search file names in a folder for a word or phrase.
   
   
4. Zap: A combination of a trigger and one or more actions. It defines the workflow and automation between different apps. You can create a Zap by selecting a trigger app, specifying the trigger event, then choosing the action app and defining the action to be performed.
   
   

Set up an integration with Zapier

Note: Support for multi-step Zap is only available in the paid Zapier plans. Every Zap has at least two steps: a trigger and an action. Zaps with more than one action are multi-step Zaps.

Create a Zap

1. Sign in to your Zapier account
2. Select your trigger app and configure the trigger event
3. Select the action app and configure the action event
4. Test and activate your Zap

1. Visit www.zapier.com and sign in using your Zapier credentials. The Zapier Dashboard window will appear.
   
   
   
   
2. Click + Create button in the top-left corner and choose Zaps option from the drop-down menu.
   This will open the Create New Zap window.
   
   
   
   
3. Set-up your trigger
1. Search for and select the Trigger app that suits your needs.
   
   
   
   
2. Choose the specific trigger event for the chosen app.
3. Connect your trigger app with Zapier by clicking the Sign-in button and following the authentication process.
4. Click Continue and configure the necessary details for your designated trigger location.
5. Test the trigger by clicking the Test Trigger button to ensure it works correctly.
6. Click Continue. This confirms that the trigger for your Zap has been configured successfully, and you will be directed to the action dialog to set up the desired action for your Zap.
   
   
4. Configure your action
1. Search for and choose the Action app based on your need.
   
   
   
   
2. Choose the Action event for the chosen app.
3. Connect your Action app with Zapier by clicking the Sign-in button and following the authentication process.
4. Click Continue and set up the required details for your designated action event location.
5. Test the action by clicking the Test Action button to verify that it is configured properly.
   This confirms whether the action for your Zap has been configured successfully or not.
6. Click Publish.
   
   
   
   
5. By following the above steps, you can create a Zap in Zapier to automate tasks between different apps based on triggers and actions.
   
   

View and manage your Zaps

The Zaps tab in the left pane lets you view and manage all your Zaps. You can turn them on or off, edit their configurations, monitor their activity and performance, and more.