Auto-Create OneDrive Folder Structure Upon Lead Creation

Auto-Create OneDrive Folder Structure Upon Lead Creation

Hello,

New to Zoho and looking for help on a critical process automation I'm looking to implement. My company currently utilizes OneDrive for file management and the folder structure is Proposals -> Client Name -> Address (where I need to initially create the new folder) -> [Documents Folder, Word Proposal Template, & Excel Template].

I'm hoping to somehow automate this process by uploading documents to Zoho (which would go into the documents folder) and auto-creating the word proposal template and excel template that I already utilize. I also need to have the naming structure to be dynamic based on the CRM data entry. We already have a system for naming, so I'm looking for a high-degree of customization. I already utilize a python script to accomplish this task outside of a CRM, but our company is large enough that I want to integrate a CRM without creating additional work for myself each time I need to make a new entry. I often create 10 new projects a day and I don't want to double-up on entering the same data. 

Background Info:
We're utilizing a shared OneDrive account. AKA the owner has a personal OneDrive folder he has shared with all of us to operate out of. Hoping to continue using this, as we do not have SharePoint. I will listen to SharePoint suggestions as well, as I believe I could upgrade to Microsoft Business if needed to accomplish this task.

Thank you
    • Sticky Posts

    • Free Webinar - Digital signatures for digital contract management with Zoho CRM

      Hi, Did you know you can seamlessly send and collect signatures on important business documents like business proposals, vendor agreements, sales contracts, invoices, and other inventory documents with Zoho Sign’s extension for Zoho CRM? Join our upcoming
    • New User Interface for your Email integration in Zoho CRM

      Hello folks,  As most of you may already know, Zoho Mail recently got a new user interface that's a lot better and easier to use. As a result, this change will affect your email integration with your Zoho CRM account**.  If you have your email integration in Zoho CRM set up through POP, your Emails UI in CRM will be moved to the new Zoho Mail UI. We hope that you like the new and improved Emails interface inside Zoho CRM. Feel free to share your feedback by commenting below.  **Please note that,
    • Fetching leads from Zoho CRM into Zoho Creator, automatically

      I'd like to pull new leads from the CRM system, into Creator, on a daily basis. Is this possible?   Yes, it is possible. Zoho Creator and Zoho CRM are integrated with each other, enabling you to synchronize data between them. This is done by fetching records from CRM into a Zoho Creator form. In order to achieve this, you'll have to configure a workflow alert in Zoho CRM.  For instance, you can maintain the lead details in CRM on a separate form in Zoho Creator by fetching the details automatically
      • Recent Topics

      • Post on behalf of employees as well as business socials

        Is there a way to give our sales team access to social to add their own LinkedIn accounts, so that when we schedule business posts, we can also post on behalf of them at the same time so they don't have to repost etc.
      • Alignment of Company Information Page Structure in Zoho One and Zoho Desk

        Hello Zoho One Support, We appreciate the continuous improvements across Zoho products. Recently, Zoho Desk restructured the Company Information page into three distinct sections: Company Profile – Includes Company Name, Logo, Alias, Description, Website,
      • Trying to setup a record to automatically create on a weekly basis

        Hello all, I need multiple records to be automatically created on a weekly basis. What I'm trying to accomplish is, I have a maintenance database where I track when I work on IT related systems. Every week on the same days I perform backups on systems
      • Effortlessly advance through your CRM blueprints by including optional fields in transitions

        Editions: Professional edition and above DCs: All Release plan: This enhancement is being released in a phased manner to customers. It will soon be available to all users. [Updated on 5 Sep 2024] This enhancement has been released to all users in all
      • ZOHO Reports - Filter Logic?

        Hi, I need a way to apply filter logics such as ((1 AND 2) OR 3). All I can see as of now is a way to enter different AND filters in the respective filter column. But how can I add an OR filter? Any advice would be highly appreciated. Mark
      • [Client Script] How to get selected related record Id

        Hi Zoho, I set an client script button in related record list. We would like to fetch the selected record id/field for further action. But I don't know how to get the selected id. If there is not possible to get related record info, then what does the
      • Google ads - zoho crm integration problem

        dear zoho team we were starting to use google ads integration with zoho crm years ago.  but till April there was an error. we can see GCLID in zoho crm but we couldn't get any information from google ads. (keywords campaign name etc) is there any problem
      • How to merge duplicate products?

        merge duplicate products
      • Rounding off rate in quote

        Hi team, Please help me to rounding of rate amount in quote
      • How can I delete duplicate transactions?

        I want to delete the duplicates not simply exclude them. I have duplicates, because I had automatic bank feeds turned on (had to make sure this critical functionality was working before migrating to Zoho). Now when I import my csv's exported from Wave,
      • Automate posting to job site boards via Deluge/ or Schedule

        Hi Zoho Recruit Community, I'm working on automating a recurring job posting for a long-standing labor hire role that we update monthly. Right now, I can automate the creation of the job opening using scheduled tasks and Deluge scripts. However, the challenge
      • Customer Statement Template

        Hi. how can i add order number "customer LPO number" in the customer statement. regards
      • Is it possible to select the methods of inserting a signature (Not provider)

        Hi, I tried to search through the help pages and application interface trying to find if there's a way to limit the assigned signees, for example, allowing only images or drawing, and disallowing the automatic signature creator as per their name. It'll
      • How To Sync 'Deals' data To The Related Contact In The 'Contacts' Module

        Hi there! I'm looking to be able to sync Deals and Contacts. Basically, when someone places an order we have it syncing the order data to Deals, complete with the customer's name and email. Is there any way to have that Deal synced to the matching contact in the Contacts module? Presumably matching by email address. I'm familiar with Workflows, however it doesn't seem that Workflows work across different modules. We're looking to be able to run reports based on what the customer bought, but can't
      • Zoho CRM Appointments and Services

        The Appointments and Services modules are nice but very limited. Is there any chance that Zoho will make these more customizable or expand the fuctionality? Appointments Allow "Appointment For" lookup to the Deals module. For us and I'm guessing others
      • How to separate Vendor custom fields from Customer custome fields

        Hi, Customer and Vendor form are separated in Books. We are synchronising them with (respectively) CRM Accounts and CRM Vendors. We add Customer Fields in Customer & Vendors Fields in Books as the CRM has some we need to synchronize. But Books shows Vendors
      • Auto scan receipt multiplies values by 1000 where decimal separator is comma

        This is a new problem as it worked properly in the past but not since Jan 2025. Where receipts use comma as the decimal separator values are multiplied by 1000 when auto scanning which means the user must go back and edit the expense.
      • Client Script | Update - Introducing Subform Events and Actions

        Are you making the most of your subforms in Zoho CRM? Do you wish you could automate subform interactions and enhance user experience effortlessly? What if you had Client APIs and events specifically designed for subforms? We are thrilled to introduce
      • Free webinar! The Zoho Sign Masterclass: The basics, latest features, and mobile apps

        Hi, Are you new to Zoho Sign or looking to brush up on its capabilities? This webinar will help you master Zoho Sign from the ground up, covering everything from the basics to the latest features. Whether you're an individual managing personal documents,
      • How to upload image from Creator field to CRM File Upload Field or Module Notes section

        Hello,  How can I upload an image from Creator Image Upload Field to CRM Module Image field (or Notes section).  The file upload field type would also work. I just cannot seem to find a way to upload the images from one application to another. Case: Field record requires images as part of the report. I would like the image from the field record form in Creator to be uploaded in the CRM as well as.  All of the other fields from the Creator Field Record Report work perfectly. Thank you very much for
      • Write-Off multiple invoices and tax calculation

        Good evening, I have many invoices which are long overdue and I do not expect them to be paid. I believe I should write them off. I did some tests and I have some questions:  - I cannot find a way to write off several invoices together. How can I do that,
      • Unable to pay bill from Prepaid Expense account

        Our transport vendor requires us to use their prepaid system.  We have paid R1150 upfront into the Prepaid Expenses account: As we use their services, we get billed.  These bills must obviously be settled by from our prepaid account.  I am unable to record
      • Whatsapp Integration not working

        Hello. My whatsapp integration does not seem to be working. I have created templates, but whatsapp messages do not go through. They keep telling me to use a templete, even though I do so.
      • Set Mandatory Lookup Fields in Ticket Layout

        I added a custom module called 'Site' in the desk. I also added a lookup field 'Site' in the ticket layout. Now, I want the 'Site' field to be mandatory in the blueprint transition. How can I do that?
      • Unable to import data into zoho analytics using the post man APIs of udemy for business

        Hi Can some one help me with the following Unable to import data into zoho analytics using the post man APIs of udemy for business through API beta feature, I have created the sample report in zoho analytics through the table structure but i am unable
      • errorCode":8504. What is wrong with my CONFIG?

        I can't determine what is wrong with my config. It worked properly until I added an additional field, but the additional field is just a number and shouldn't effect the config. I am attempting to do a bulk update add to an existing table based on this
      • Analytics report issue

        Hey, does anyone know why suddenly our Analytics report goes blank whenever we add a field from the contacts module? It shows when adding fields from all other modules. Thanks.
      • Send emails directly via Cases module

        Greetings all, The ability to send emails from the Cases module, which users have been eagerly anticipating, is now available, just like in the other modules. In Zoho CRM, Cases is a module specifically designed for managing support tickets. If your organization
      • Zoho CRM Calendar View

        Hello Zoho team, We need desperately a calendar view next to list, kandan and other views. I think it should be easy to implement as you already have the logic from Projects and also from Kanban View in CRM. In calendar view when we set it up - we choose
      • COST CENTER

        Hello, Is it possible to add cost centers.
      • High cpu load on client side by process sessionaudit.exe

        Hi, as stated above. This happens every time with different clients. Now, the first thing I have to do after making the connection is to go to taskmanager on client computer and kill the process 'sessionaudit.exe' If I don't their cpu is very high and
      • [Important announcement] Removal of Zoho Writer's DocuFiller Add-on

        Hi users, Effective 21st Feb. 2025, we will be removing the DocuFiller add-on for Zoho Writer's Fillable Templates. From that point on, the add-on's functionalities, such as sharing or publishing fillable forms for data collection and receiving submissions
      • Urgent - issue with VAT registration

        Im trying to enable VAT but it wont let me add my company VAT details. I'm getting this. Please disable Adjustments and Entity level discount before registering for VAT How do i do this as i cannot find answer. It would be nice if there was a help icon
      • No Updation of manual journals in case of Accrual basis of Accounting

        Hi Readers, Please help with a query of mine, Actually I am not able to see any of the transaction updated in the manual journals, if i view a the report(Balance Sheet) in Accrual format. Like the transactions which are to be there even in accrual basis
      • Re-emphasizing the importance of Domain Whitelisting in ASAP's JWT Authentication Mechanism

        The problem We discovered a security vulnerability related to using OAuth tokens in non-whitelisted domains and have reinforced our security measures. If you experience any request failures in the authorized domains, please verify that they are whitelisted
      • Excise Tax for Oman

        We are a long time user of Zoho for multiple businesses. We have now started a new business division which is trading of beverages. This product however has an import excise tax (50% of assessed excise value) and sales excise tax (50% of invoice value).
      • NEW TO ZOHO

        I am transferring from company accounts which are being recorded in written book keeping method. I have stocks which are purchased in cash some by credit from vendors. I have datas from pervious year like total sales and purchases etc In future i will
      • Multiple Selection/Select All for Approvals

        I have a suggestion from users regarding Approvals. In our environment, our Regional Managers can receive multiple requests for Approval or Rejection. They find it tedious to approve (or reject) each individual record. They would like to have a way to
      • Add tasklist from a template to Zoho Project using Deluge

        I have some tasklist templates that I want to be able to add to a project under certain circumstances. So if a project meets Condition A, add the tasklist from Template B to that project. If it meets condition C, add tasklist from Template D, and so on.
      • Member Portal with Subscriptions

        We are a subscription box business using Zoho One.  How do our members login to make changes to their subscriptions, contact details, etc.  Is there a portal?  If not, what should we do to create one?  Also, we must be able to customize the portal with tabs and custom fields.  Finally, we need form and survey information to show up in the portal with some items editable and others read only.  I really need this information soon.  Thank you! Paige
      • Next Page