Integrate Salesforce with Zoho Writer
Send information between Salesforce and Zoho Writer automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Salesforce and Zoho Writer using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Opportunity updated
Triggers when an opportunity is updated
Lead updated
Triggers when a lead is updated
Solution added
Triggers when a new solution is added
Module entry added
Triggers when a new entry is added to the selected module
Order updated
Triggers when an order is updated
Contact updated
Triggers when a contact is updated
Case created
Triggers when a new case is created
Product added
Triggers when a new product is added
Lead created
Triggers when a new lead is created
Opportunity added
Triggers when a new opportunity is added
Product updated
Triggers when an product is updated
Solution updated
Triggers when an solution is updated
Task updated
Triggers when a task is updated
Note updated
Triggers when a note is updated
Note created
Triggers when a new note is created
Case updated
Triggers when a case is updated
Account created
Triggers when a new account is created
Campaign added
Triggers when a new campaign is added
Contact created
Triggers when a new contact is created
Event updated
Triggers when an event is updated
Account updated
Triggers when an account is updated
Module entry updated
Triggers when a record is updated in the selected module
Task created
Triggers when a new task is created
Order created
Triggers when a new order is created
Campaign updated
Triggers when a new campaign is updated
Event created
Triggers when a new event is created
Document created in Zoho Docs
Triggers when a new document is created in Zoho Docs
Document edited
Triggers when an existing document is edited
Document created and moved to folder
Triggers when a new document is created and moved to the selected folder
Document created in WorkDrive
Triggers when a new document is created in the selected WorkDrive
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create note
Creates a new note
Create case
Creates a new case
Create campaign
Creates a new campaign
Create custom module entry
Creates a new entry in the selected module
Create opportunity
Creates a new opportunity
Create contact
Creates a new contact
Create solution
Creates a new solution
Create order
Creates a new order
Create lead
Creates a new lead
Create product
Creates a new product
Create task
Creates a new task
Create event
Creates a new event
Update opportunity
Updates the details of an existing opportunity
Update contact
Updates the details of an existing contact
Update case
Updates the details of an existing case
Update account
Updates the details of an existing account
Update task
Updates the details of an existing task
Update campaign
Updates the details of an existing campaign
Update event
Updates the details of an existing event
Update solution
Updates the details of an existing solution
Update order
Updates the details of an existing order
Update lead
Updates the details of an existing lead
Update note
Updates the details of an existing note
Update product
Updates the details of an existing product
Update custom module entry
Updates the details of entry in the selected module
Fetch campaign
Fetches the details of an existing campaign by name or ID
Fetch case
Fetches the details of an existing case by subject or ID
Fetch lead
Fetches the details of an existing lead by name or ID
Fetch product
Fetches the details of an existing product by name or ID
Fetch order
Fetches the details of an existing order by number or ID
Fetch group
Fetches the details of an existing group by name or ID
Fetch user
Fetches the details of an existing user by email, name or ID
Fetch contact
Fetches the details of an existing contact by name or email address or ID
Fetch contract
Fetches the details of an existing contract by number or ID
Fetch event
Fetches the details of an existing event by subject or ID
Fetch note
Fetches the details of an existing note by title or ID
Fetch asset
Fetches the details of an existing asset by name or ID
Fetch module entry
Fetches the details of a module record entry based on the specified value
Fetch company
Fetches the details of an existing D&B company by name or ID
Fetch solution
Fetches the details of an existing solution by name or ID
Fetch custom module entry
Fetches the details of an entry in the selected module by name or ID
Fetch account
Fetches the details of an existing account by name or ID
Fetch opportunity
Fetches the details of an existing opportunity by name or ID
Create document
Creates a new document with the given text
Merge and email document
Creates a merged document with the selected template and sends it through email
Merge and sign document
Creates a merged document with the selected template and signs it
Upload document
Uploads the selected document and optionally to the selected folder
Merge document and invoke function
Creates a merge document with the selected template and invokes the function associated with it
Merge and store document - WorkDrive
Creates a merged document with selected template and stores it in WorkDrive
Merge and store document
Creates a merged document with the selected template and stores it
Send document for signature
Sends the specified document for electronic signature
Merge and email document - WorkDrive
Creates a merged documents with the selected template and sends it through email
Lock or unlock document
Locks or unlocks the specified document
Mark or unmark final status
Marks or unmarks the status of the specified document as final
Mark file as completed
Marks the specified document as completed
Mark or unmark favorite
Marks or unmarks the specified document as favorite
What is Zoho Writer?
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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