Link Zoho Docs file to CRM Module via Flow/Deluge/API?
Hi,
I'm trying to gather user requirements trough Zoho Forms, which is working quite nicely. In order to process these requirements I want to link the output to a Account, Deal and Project in Zoho Projects.
I can easily to this by going to Zoho CRM, into the deal and selecting Attachments > Attach > Zoho Docs. But is there any way to do this in Zoho Flow, via the API or using Deluge (in Zoho Flow)? This is my flow thus far:
Now I need a next action to link this newly created file to the modules without creating a duplicate.
Is this possible?