Abort Workflow for a File/Folder
Abort an active workflow instance permanently after exact-ID confirmation; an aborted instance cannot be resumed.
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Integrate Zoho WorkDrive
with your AI CRM
Zoho WorkDrive is a cloud file management and team collaboration platform for organizing, sharing, searching, and governing business content.
Explore Triggers and Actions
Add a File to the Index View
Set a WorkDrive Writer file as its folder's default Index View.
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Add File to Template Category
Associate one Zoho-format template file with a template category.
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Add Folder Customization
Enable customization for an existing WorkDrive folder.
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Add Group to Team Folder
Add one WorkDrive group to a team folder with a selected access role.
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Add Label to File or Folder
Apply a WorkDrive label to a file or folder.
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Add Member to Group
Add one Zoho user to a WorkDrive group with a specified group role.
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Add Member to Team Folder
Add one WorkDrive user to a team folder with a selected access role.
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Allow Viewer to Download
Allow or prevent viewer-level users from downloading team-folder files.
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Archive Team Folder
Archive a team folder while preserving its data, roles, and sharing permissions.
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Assign or Remove Template Admin Role
Assign or remove organization template-admin privileges for a WorkDrive team member.
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Associate File/Folder to Data Template
Associate one file or folder with a data template and field values.
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Associate Multiple Files/Folders to Data Template
Associate multiple files or folders with data templates in one request.
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Change Data Template Description
Change the description of an existing data template.
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Change Label Color
Change only the color of an existing WorkDrive label.
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Change Preferred Team
Set a WorkDrive team as the authenticated user's preferred team, which becomes the default team shown after login.
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Change Team Description
Change or clear a WorkDrive team's description. The connected user must be a team administrator.
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Change Team Folder Description
Change the description of an existing WorkDrive team folder.
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Change Team Folder Name
Change the name of an existing WorkDrive team folder.
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Change Team Member Role
Change a WorkDrive team member's permissions to Member, Admin, or Super Admin. Super Admin grants the highest team authority and a team can have only one. The official API does not document sending a notification.
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Change Team Name
Change the display name of a WorkDrive team. The connected user must be a team administrator.
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Change Template Library View Preference
Update the connected user's sort, filter, or layout preference for a template library.
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Check in File
Check in a WorkDrive file so team members can edit and view changes.
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Check out File
Check out a WorkDrive file to restrict other users from editing it.
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Commit Session (Normal Upload)
Commit a completed chunk upload session and create or update its file.
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Commit Session for Revision Upload
Commit a completed chunk upload session as the top version of an existing WorkDrive file.
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Convert File to Zoho Format
Convert a supported WorkDrive file into a native Zoho Office file.
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Copy File or Folder
Copy one WorkDrive file or folder into a destination folder.
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Copy Multiple Files or Folders
Copy multiple WorkDrive files or folders into one destination folder.
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Create Comment
Create a new top-level comment on a WorkDrive file.
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Create Custom Field
Create a custom field within an existing data template.
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Create Customized Folder
Create a WorkDrive folder with folder customization enabled.
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Create Data Template
Create a new data template in a specified WorkDrive team.
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Create Download Link
Create an externally usable URL that exposes a WorkDrive file or folder for direct download. The link does not collect visitor identity and remains usable until its optional expiry, download limit, provider policy, or explicit revocation stops access.
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Create External Collection
Create a collection link that accepts files from people outside the WorkDrive team.
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Create Folder
Create an ordinary folder inside a folder or team folder.
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Create Group
Create a new WorkDrive group in a specified team or organization.
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Create Internal Collection
Create a collection link restricted to signed-in members of the WorkDrive team.
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Create Label
Create a WorkDrive label for a specific team member.
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Create Link File
Create a WorkDrive link file that opens a specified web URL.
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Create Native Zoho File
Create an empty Zoho Writer, Sheet, or Show file in WorkDrive.
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Create Reply
Create a reply to an existing WorkDrive comment.
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Create Session (Normal Upload)
Create a WorkDrive chunk upload session for a new file.
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Create Session for Revision Upload
Create a chunk upload session for a new top version of an existing WorkDrive file.
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Create Share Link
Create an externally usable URL that exposes a WorkDrive file or folder with viewer, comment, editor, or upload access. Depending on settings, visitors may download content, submit personal information, or access without a password or expiry; the exposure persists until expiry or revocation.
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Create Team Folder
Create a public or private team folder in a WorkDrive team.
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Create Template Category
Create a category in a My Templates or Org Templates library.
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Create ZIP File
Create a ZIP file in WorkDrive from selected files and folders.
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Create ZIP Progress
Fetch ZIP creation progress using the WMS progress key.
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Delete Category
Marks the specified template category deleted using WorkDrive status 61.
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Delete Collection
Permanently delete a WorkDrive file collection after exact-ID confirmation.
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Delete Comment
Permanently delete one WorkDrive comment or reply. This cannot be undone and requires the exact comment ID twice.
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Delete Custom Field
Permanently delete a custom field after exact-ID confirmation.
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Delete Data Template
Permanently delete a data template after exact-ID confirmation.
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Delete File Version
Permanently delete one historical WorkDrive file version. This cannot delete the current top version, cannot be undone, and requires the exact version ID twice.
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Delete Group
Permanently delete a WorkDrive group and remove all of its memberships after exact-ID confirmation.
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Delete Label
Permanently delete a WorkDrive label after exact-ID confirmation.
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Delete Member from Team Folder
Remove one user or group from a WorkDrive team folder after exact-ID confirmation.
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Delete Shared Link
Permanently revoke one external WorkDrive share link so its URL no longer grants access. This does not delete the linked file or folder.
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Delete Team Folder
Permanently delete a WorkDrive team folder after exact-ID confirmation.
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Delete Team Member
Remove a member from a WorkDrive team. This is destructive: the member loses team access. All My Folders content transfers to ownership_transfer_id, only Team Folder Admin roles transfer, other Team Folder roles do not, and existing share permissions are retained. The official API does not document sending a notification.
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Disable Collection
Stop an active WorkDrive file collection from accepting submissions.
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Disassociate Files/Folders from Data Template
Remove a file/folder and data-template association after exact-ID confirmation.
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Download File
Download the binary content of a WorkDrive file or a specific version.
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Edit Comment
Replace the content of an existing WorkDrive comment.
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Empty My Folders Trash
Permanently delete every item in one My Folders trash. This has no restore or dry-run operation and requires the exact My Folders ID twice.
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Empty Team Folder Trash
Permanently delete every item in one team folder's trash. This has no restore or dry-run operation and requires the exact team-folder ID twice.
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Enable Collection
Reactivate a completed WorkDrive file collection.
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Enable Editing for File
Re-enable editing on a WorkDrive file that was marked as final.
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Enable External Sharing
Enable or disable external sharing for a team folder.
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Enable My Folders File Conversion
Enable or disable automatic document conversion for a member's My Folders space.
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Enable Team Folder File Conversion
Enable or disable automatic document conversion for a team folder.
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Enable/Disable Data Template
Enable or disable an existing data template.
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External To Internal
Restrict an external WorkDrive collection to signed-in team users.
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Follow Files or Folders
Follow one or more WorkDrive files or folders. Email and bell notifications are both enabled by default; set either notification option false to disable it.
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Generate Embed Code for a File or Folder
Publish a WorkDrive file or folder with view-only access for embedding. This creates persistent publish access that may expose the resource outside its current collaborators until revoked.
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Generate File Summary
Ask WorkDrive to generate an AI summary of a specified file.
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Get Actions for a Transition
Fetch the during or after actions configured for a workflow transition.
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Get All Labels of the User
Retrieve all labels associated with a WorkDrive team member.
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Get all Templates from a Template Library
Retrieves one provider page of template files from the specified template library.
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Get all Templates in a Template Category
Retrieves one provider page of template files under the specified template category.
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Get Associated Data Templates
Fetch data-template metadata associated with a WorkDrive file or folder.
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Get Category Info
Retrieves information for a specific template category using the category ID.
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Get Collection Info
Retrieve the settings and current state of a WorkDrive file collection.
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Get Comment Info
Retrieve detailed information about a specific WorkDrive comment.
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Get Current Team Member
Return the authenticated user's membership details for a specific WorkDrive team.
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Get Current User
Return the authenticated WorkDrive user's identity and account capabilities for ID and team discovery.
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Get During Actions for an Instance Transition
Retrieve the during-actions configured for a transition in a workflow instance.
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Get Favorited Files
Return one offset page of files favorited by a WorkDrive team member.
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Get File Comments
Fetch the comments and replies returned for a WorkDrive file.
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Get File Query
Ask Zia a question about a WorkDrive file and inspect indexing status.
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Get File Summary
Retrieve a WorkDrive file summary or its current generation status.
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Get File Thumbnail URL
Fetch file details and the provider-hosted thumbnail URL when available.
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Get File Versions
Retrieve the version record returned for a WorkDrive file.
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Get File/Folder Breadcrumbs
Fetch the location and folder hierarchy of a WorkDrive file or folder.
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Get File/Folder Collaboration Info
Retrieve the audience, role, status, and expiration details for one existing WorkDrive file or folder collaboration permission.
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Get File/Folder External Share Links
Fetch external share links for a WorkDrive file or folder.
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Get File/Folder Resource Property
Fetch storage, retention, DLP, and additional properties for a resource.
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Get File/Folder Statistics
Fetch view, download, upload, and link activity for a WorkDrive resource.
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Get Files in My Folders
Return one cursor or offset page of files from a My Folders space.
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Get Files in Shared with Me
Return one offset page of files shared with a WorkDrive team member.
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Get Folders in My Folders
Return one offset page of folders from a My Folders space.
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Get Folders in Shared with Me
Return one offset page of folders shared with a WorkDrive team member.
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Get Group Info
Retrieve detailed information about a specific WorkDrive group.
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Get Group Member Info
Retrieve detailed information about one WorkDrive group member.
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Get Groups in a Team
Return one offset-based page of groups belonging to a WorkDrive team, optionally filtered by group type.
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Get Label
Retrieve the details of a specific WorkDrive label.
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Get Labeled Files
Return one offset page of labeled files for a WorkDrive team member.
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Get Link Info
Return the exposure and access settings for one external WorkDrive share link.
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Get List Of All Collection Links
List all file collection links available in a WorkDrive team.
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Get List Of All Collection Submissions
List one offset-based page of submissions received through a collection.
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Get List Of All The Submitted Files
List the files uploaded in a specific WorkDrive collection submission.
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Get list of Categories
Retrieves one provider page of template categories in a specified template library.
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Get List of Custom Fields
Retrieve the custom fields configured for a data template.
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Get List of Data Templates in a Team
Return the data templates available in a specific WorkDrive team.
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Get List of Group Members
Retrieve the members of a specific WorkDrive group.
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Get List of Recent Changes
Return one page of recent file and folder changes from a WorkDrive start or continuation token.
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Get List of Sub Folders
Return one offset page of subfolders in a WorkDrive team folder.
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Get List of Workflows in a Team
Retrieve the workflows configured for a WorkDrive team.
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Get My Folders ID
Return the My Folders private-space ID for a WorkDrive team member.
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Get My Folders Links
Return shared links for a My Folders resource.
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Get My Templates Library ID
Retrieves one provider page of template library details for the specified team member.
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Get Org Templates Library ID
Retrieves one provider page of template library details for the specified team.
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Get Preview Metadata
Retrieve preview URLs, status, and size metadata for a WorkDrive file.
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Get Public Templates Library ID
Retrieves one provider page of public template libraries.
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Get Recent Files
Return one offset page of files recently accessed by a WorkDrive team member.
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Get Resource
Return metadata for one WorkDrive file or folder by resource ID.
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Get Start Token
Create a start token for monitoring changes under My Folders, a team folder, or a subfolder from a point within the last 31 days.
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Get Suggested Files
List file suggestions for a WorkDrive team member, optionally filtered by suggestion source.
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Get Team Folder Info
Retrieve metadata and access capabilities for one WorkDrive team folder.
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Get Team Folder Links
Retrieve one offset page of custom or download links for a team folder.
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Get Team Folder Members
Retrieve members and roles shared on a WorkDrive team folder.
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Get Team Folder MyDraft Files
Return one offset page of the connected user's drafts in a team folder.
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Get Team Folder Settings
Retrieve sharing, conversion, download, and retention settings for a team folder.
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Get Team Folder Trashed Files
Return one offset page of trashed resources from a WorkDrive team folder.
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Get Team Folder Unread Files
Return unread resources in a WorkDrive team folder, optionally filtered by type.
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Get Team Info
Return profile and configuration details for a WorkDrive team, including its name, description, member counts, and current-user permissions.
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Get Team Member Collaborators
Return users and groups with whom a WorkDrive team member has shared files or folders.
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Get Team Member Info
Retrieve profile, status, and role information for one WorkDrive team member.
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Get Team Member's Groups
Return the WorkDrive groups to which a specified team member belongs.
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Get Team Members
Return members of a WorkDrive team, optionally selecting member ZUIDs or searching by keyword.
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Get Team Settings
Retrieve administrator-level sharing, storage, retention, and feature settings for a WorkDrive team. Requires a team administrator role.
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Get Template Library Info
Retrieves the details of a specific template library using its library ID.
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Get Template Library Permissions
Retrieves one provider page of sharing permissions for a template library.
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Get Trashed Files in My Folders
Return one offset page of trashed resources from a My Folders space.
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Get Users for an Instance Transition
List pending or completed assignees and approvers for a workflow-instance transition.
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Get Workflow Instance
Retrieve one workflow instance with its state, transitions, and metadata.
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Get Workflow Instances for a File/Folder
List workflow instances associated with a specific WorkDrive file or folder.
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Get Workflow Instances for a User
List workflow instances created by or assigned to a WorkDrive team member.
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Get Workflow Instances for a Workflow
List instances created from a specific workflow, with status, state, and time filters.
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Internal To External
Open an internal WorkDrive collection to external uploaders and configure requested uploader data.
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Invite New Member to Team
Invite one email address to a WorkDrive team with a Member, Admin, or Super Admin role. This creates an invitation addressed to the supplied email; the official API does not expose a notification toggle. The request can consume a licensed user seat.
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List Folder Items
List direct child files and folders inside an ordinary WorkDrive folder.
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List My Teams
Return WorkDrive teams available to the authenticated user without requiring a user ID.
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List Resource Collaborators
List people and permission records that currently have access to a WorkDrive file or folder.
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List Team Folder Items
List one page of files and folders at the root of a WorkDrive team folder, with optional resource type, extension, projection, cursor, and sort controls. The connected account's WorkDrive plan must support this API.
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List Team Folders
List the team folders in a WorkDrive team, optionally filtering by membership type.
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Mark File as Final
Mark a WorkDrive file as final so it can no longer be edited.
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Mark File as Ready
Mark a newly created WorkDrive file as ready for use.
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Mark File/Folder as Favorites
Mark one WorkDrive file or folder as a favorite.
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Mark Multiple Files or Folders as Favorites
Mark one or more WorkDrive files or folders as favorites.
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Move Multiple Files or Folders
Move one or more WorkDrive files or folders to one destination folder.
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Move Multiple Files or Folders to Trash
Move one or more WorkDrive files or folders to Trash.
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Move Resource
Move one WorkDrive file or folder to a different parent folder within an allowed space.
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Multi Download Progress
Check whether a WorkDrive multi-download ZIP is complete or still processing.
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Perform Transition for a Workflow Instance
Perform a valid transition for a workflow instance, supplying any configured mandatory during-action values.
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Permanent Delete File/Folder
Permanently delete one WorkDrive file or folder from trash.
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Permanently Delete Multiple Files or Folders
Permanently delete one or more WorkDrive resources that are in Trash.
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Pin Team Folder
Pin a WorkDrive team folder for quick access.
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Prepare Multiple Files for Download
Start WorkDrive ZIP packaging for multiple resources and return the provider's tracking metadata; this action does not return ZIP bytes.
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Remove a File from the Index View
Remove a WorkDrive Writer file as its folder's Index View.
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Remove File/Folder from Favorites
Remove one WorkDrive file or folder from favorites.
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Remove Folder Customization
Remove custom attributes and settings from a WorkDrive folder.
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Remove Group Member
Remove one existing member from a WorkDrive group after exact-ID confirmation.
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Remove Label from File or Folder
Remove a WorkDrive label from a file or folder after exact-ID confirmation.
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Remove Multiple Files or Folders from Favorites
Remove one or more WorkDrive files or folders from favorites.
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Remove Resource Access
Revoke one collaborator permission from a WorkDrive file or folder without deleting the resource.
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Remove Template Category
Removes a specified template file from a template category after exact-ID confirmation.
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Rename Category
Renames the specified template category.
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Rename Data Template
Rename an existing data template.
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Rename Group
Change the name of an existing WorkDrive group.
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Rename Label
Change only the name of an existing WorkDrive label.
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Rename Resource
Rename one WorkDrive file or folder without moving it.
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Reopen Comment
Reopen a previously resolved parent WorkDrive comment thread.
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Resolve Comment
Mark a parent WorkDrive comment thread as resolved.
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Restore File Version
Restore one historical WorkDrive file version as the latest top version. This changes the file's current content but preserves its version history.
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Restore Multiple Files or Folders
Restore one or more WorkDrive files or folders from Trash.
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Restore Resource
Restore one trashed WorkDrive file or folder to its original location.
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Save File as Template
Save a Zoho-format WorkDrive file as a reusable template in a template library.
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Search Based on Data Template
Search one WorkDrive team for files and folders associated with a data template, optionally narrowing by typed custom-field criteria.
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Search Resources
Search file names or contents across a team, My Folders, one team folder, one folder, or items shared with a user.
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Share File or Folder with Everyone on the Internet
Create persistent public view access to a WorkDrive file or folder for anyone on the internet. This broad exposure remains until the permission is revoked.
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Share File or Folder with Group Members
Grant every member of one WorkDrive group access to a file or folder. Group membership changes can alter the effective audience while this permission remains active.
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Share Resource
Grant one person access to a WorkDrive file or folder. Zoho sends an irreversible notification email by default unless send_notification_email is false; organization policy may allow an external recipient.
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Share Team Folder with Entire Team
Grant every member of the WorkDrive team a selected role on one team folder. This is broad organization-wide exposure and remains active until revoked.
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Start Workflow for a File/Folder
Start an active workflow on a WorkDrive file or folder, including configured initial during-action values.
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Suspend Team Member
Temporarily suspend a WorkDrive team member. Access to the team and synced files is lost immediately, created content remains active, and the user license is canceled for reuse or reimbursement. Reactivation restores access. The official API does not document sending a notification.
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Trash Resource
Move one WorkDrive file or folder to Trash. An already-trashed resource is reported as a successful idempotent outcome.
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UnArchive Team Folder
Reactivate an archived team folder with its data, roles, and sharing intact.
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Unfollow Files or Folders
Stop following one or more WorkDrive files or folders.
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Unpin Team Folder
Remove a team folder from the connected user's pinned team-folder list.
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Unzip File
Extract all content from a WorkDrive ZIP file into a destination folder without merging names.
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Update Collection Settings
Update the name, expiration, upload limit, or uploader-folder behavior of an active collection.
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Update Custom Field
Update an existing custom field's name, required flag, or choices.
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Update File/Folder Share Expiration
Change when an existing WorkDrive file or folder collaboration expires. Omitting expiration_date leaves that access active without a documented expiry.
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Update File/Folder Share Permissions
Replace the role on one existing WorkDrive collaboration. This can broaden the recipient's access; Zoho rejects roles above the connected user's authority.
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Update Group Description
Update the description of an existing WorkDrive group.
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Update Group Member Role
Change an existing WorkDrive group member to Group Admin or Group Member.
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Update Link Download Setting
Allow or restrict downloads through an existing external WorkDrive share link.
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Update Link Expiry Setting
Set when an existing external WorkDrive share link will stop granting access.
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Update Link file
Replace the web URL associated with a WorkDrive Link file.
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Update Link Password Setting
Enable, replace, or remove password protection on an external WorkDrive share link.
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Update Team Folder Member Role
Change the access role of one existing WorkDrive team-folder membership.
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Update Values of Associated Files/Folders
Replace custom field values on an existing data-template association.
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Upload File
Upload actual file content to a WorkDrive folder using the provider's multipart endpoint.
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Upload File Chunk
Upload one sequential chunk to an existing WorkDrive upload session through the connection's regional stream endpoint.
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Upload Large File
Upload a file through WorkDrive's regional stream endpoint for files larger than 250 MB.
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Upload New File Version
Upload replacement content as the top version of an existing WorkDrive file. The existing file is selected by its containing folder and matching filename; the operation always enables WorkDrive's overwrite-as-version behavior.
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Upload Progress
Check the progress or error state of a WorkDrive stream upload.
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Upload Session Progress
Return progress details for an ongoing WorkDrive chunk upload session.
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How the Zoho WorkDrive integration works
The Zoho WorkDrive integration connects your Dench AI CRM directly to Zoho WorkDrive, so agents can read and act on your Zoho WorkDrive data as part of everyday work — answering questions in chat, keeping your CRM in sync, and running automations without anyone copying data between tools.
220 actions are available for agents to invoke on your behalf. Every call runs through Zoho WorkDrive's own authorization, scoped to the account you connect.
Set up Zoho WorkDrive in Dench
- 1
Sign in to your Dench workspace and open Integrations.
- 2
Find Zoho WorkDrive and click Connect — you'll authorize access through Zoho WorkDrive's own sign-in flow. No API keys or code required.
- 3
Ask an agent to use Zoho WorkDrive in chat, or call it from an automation.
- 4
Manage or disconnect the connection any time from workspace settings.
Frequently asked questions
How does the Zoho WorkDrive integration work with Dench?
The Dench Zoho WorkDrive integration connects your AI CRM to Zoho WorkDrive, so AI agents can work with your Zoho WorkDrive data as part of chats, automations, and CRM workflows. You connect your account once, and every agent in your workspace can use it — governed by your workspace permissions.
What actions can AI agents perform with Zoho WorkDrive via Dench?
The Zoho WorkDrive integration currently exposes 220 actions, including Abort Workflow for a File/Folder, Add a File to the Index View, Add File to Template Category, Add Folder Customization, Add Group to Team Folder, and Add Label to File or Folder. Agents invoke them on your behalf from chat or from automations.
Do I need to write code to connect Zoho WorkDrive to Dench?
No. You connect Zoho WorkDrive from your Dench workspace using Zoho WorkDrive's own sign-in and authorization flow — no API keys to copy, no glue code to maintain.
Is the Zoho WorkDrive integration secure?
Connections are authorized through Zoho WorkDrive's own authentication flow, and Dench stores only the authorization needed to act on your behalf. You can review and disconnect the Zoho WorkDrive connection from your workspace settings at any time.