Zoho WorkDrive for your voice agent

Zoho WorkDrive is a cloud file management and team collaboration platform for business content. It helps teams organize, share, search, and govern files in one secure workspace.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Needs setup
Plan
Every plan, from Starter at A$49 a month
How it connects
With your own Zoho WorkDrive app. You register an app in Zoho WorkDrive's developer settings, paste its client ID and secret in Connected apps, then sign in.
What it reads
83 actions, such as allow Viewer to Download, multi Download Progress and download File.
What it changes
137 actions, such as abort Workflow for a File/Folder, create Comment and add Folder Customization.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 220. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Zoho WorkDrive actions

Reads 83

  • Allow Viewer to Download
  • Multi Download Progress
  • Download File
  • Get File Query
  • Get Actions for a Transition
  • Get File/Folder Collaboration Info
  • Get Collection Info
  • Get Comment Info
  • Get Current Team Member
  • Get Current User
  • Get Associated Data Templates
  • Get During Actions for an Instance Transition
  • Get Preview Metadata
  • Get File/Folder Statistics
  • Get File Summary
  • Get File Thumbnail URL
  • Get Group Info
  • Get Group Member Info
  • Get Label
  • Get Link Info
  • Get Team Member Info
  • Get My Folders ID
  • Get Resource
  • Get Start Token
59 more
  • Get Team Folder Settings
  • Get Team Folder Info
  • Get Team Info
  • Get Team Settings
  • Get Category Info
  • Get Template Library Info
  • Get File Versions
  • Get Workflow Instance
  • Get List Of All Collection Links
  • Get List Of All Collection Submissions
  • Get File Comments
  • Get List of Custom Fields
  • Get Favorited Files
  • List Folder Items
  • Get List of Group Members
  • Get Labeled Files
  • Get All Labels of the User
  • Get Team Folder MyDraft Files
  • Get Files in My Folders
  • Get My Folders Links
  • Get Folders in My Folders
  • Get Trashed Files in My Folders
  • List My Teams
  • Get Public Templates Library ID
  • Get List of Recent Changes
  • Get Recent Files
  • List Resource Collaborators
  • Get Workflow Instances for a File/Folder
  • Get File/Folder External Share Links
  • Get Files in Shared with Me
  • Get Folders in Shared with Me
  • Get List Of All The Submitted Files
  • Get Suggested Files
  • Get List of Data Templates in a Team
  • List Team Folder Items
  • Get Team Folder Links
  • Get Team Folder Members
  • List Team Folders
  • Get List of Sub Folders
  • Get Team Folder Trashed Files
  • Get Groups in a Team
  • Get Org Templates Library ID
  • Get Team Members
  • Get List of Workflows in a Team
  • Get all Templates in a Template Category
  • Get list of Categories
  • Get all Templates from a Template Library
  • Get Template Library Permissions
  • Get Team Folder Unread Files
  • Get Team Member Collaborators
  • Get Team Member's Groups
  • Get My Templates Library ID
  • Get Workflow Instances for a User
  • Get Workflow Instances for a Workflow
  • Get Users for an Instance Transition
  • Prepare Multiple Files for Download
  • Resolve Comment
  • Search Based on Data Template
  • Search Resources

Changes 108

  • Abort Workflow for a File/Folder
  • Create Comment
  • Add Folder Customization
  • Add Member to Group
  • Create Reply
  • Add Label to File or Folder
  • Enable Team Folder File Conversion
  • Enable External Sharing
  • Enable My Folders File Conversion
  • Associate File/Folder to Data Template
  • Associate Multiple Files/Folders to Data Template
  • Get File/Folder Breadcrumbs
  • Change Data Template Description
  • Change Label Color
  • Change Preferred Team
  • Check out File
  • Commit Session for Revision Upload
  • Create Session for Revision Upload
  • Commit Session (Normal Upload)
  • Create Session (Normal Upload)
  • Upload Session Progress
  • Copy File or Folder
  • Create Custom Field
  • Create Customized Folder
84 more
  • Create Data Template
  • Create Download Link
  • Create External Collection
  • Create Folder
  • Create Group
  • Create Internal Collection
  • Create Label
  • Create Link File
  • Create Native Zoho File
  • Create Share Link
  • Create Team Folder
  • Create Template Category
  • Create ZIP File
  • Disassociate Files/Folders from Data Template
  • Edit Comment
  • Enable Collection
  • Enable/Disable Data Template
  • External To Internal
  • Get File/Folder Resource Property
  • Follow Files or Folders
  • Generate Embed Code for a File or Folder
  • Generate File Summary
  • Convert File to Zoho Format
  • Internal To External
  • Invite New Member to Team
  • Mark File as Ready
  • Mark Multiple Files or Folders as Favorites
  • Mark File/Folder as Favorites
  • Mark File as Final
  • Add a File to the Index View
  • Move Resource
  • Copy Multiple Files or Folders
  • Move Multiple Files or Folders
  • Restore Multiple Files or Folders
  • Perform Transition for a Workflow Instance
  • Pin Team Folder
  • Rename Data Template
  • Rename Group
  • Rename Label
  • Rename Resource
  • Change Team Name
  • Rename Category
  • Reopen Comment
  • Restore Resource
  • Restore File Version
  • Save File as Template
  • Share File or Folder with Everyone on the Internet
  • Share File or Folder with Group Members
  • Add Group to Team Folder
  • Share Resource
  • Share Team Folder with Entire Team
  • Add Member to Team Folder
  • Start Workflow for a File/Folder
  • Suspend Team Member
  • Unfollow Files or Folders
  • Check in File
  • Remove a File from the Index View
  • Unpin Team Folder
  • Unzip File
  • Update Collection Settings
  • Update Custom Field
  • Change Team Description
  • Update File/Folder Share Expiration
  • Update Group Description
  • Change Template Library View Preference
  • Update Link Download Setting
  • Update Link Expiry Setting
  • Update Link file
  • Update Link Password Setting
  • Update Group Member Role
  • Assign or Remove Template Admin Role
  • Update File/Folder Share Permissions
  • Change Team Folder Description
  • Update Team Folder Member Role
  • Change Team Folder Name
  • Add File to Template Category
  • Change Team Member Role
  • Update Values of Associated Files/Folders
  • Upload File
  • Upload File Chunk
  • Upload Large File
  • Upload New File Version
  • Upload Progress
  • Create ZIP Progress

Deletes 29

  • Archive Team Folder
  • Delete Collection
  • Delete Comment
  • Delete Custom Field
  • Delete Data Template
  • Delete Group
  • Delete Label
  • Remove Group Member
  • Permanent Delete File/Folder
  • Delete Shared Link
  • Delete Team Folder
  • Delete Member from Team Folder
  • Delete Category
  • Delete Team Member
  • Delete File Version
  • Disable Collection
  • Empty My Folders Trash
  • Empty Team Folder Trash
  • Permanently Delete Multiple Files or Folders
  • Move Multiple Files or Folders to Trash
  • Remove Multiple Files or Folders from Favorites
  • Remove File/Folder from Favorites
  • Enable Editing for File
  • Remove Folder Customization
5 more
  • Remove Resource Access
  • Remove Label from File or Folder
  • Remove Template Category
  • Trash Resource
  • UnArchive Team Folder

Zoho WorkDrive setup

  1. Registering your Zoho WorkDrive app

    Create an app in Zoho WorkDrive's developer settings and copy its client ID and secret. Connected apps shows the redirect address to give it.

  2. Signing in to Zoho WorkDrive

    Paste the client ID and secret in Connected apps, then sign in and approve access.

  3. Choosing the actions

    Choose which of the 220 actions the agent may use. Start with lookups and add the ones that change Zoho WorkDrive when you're ready.

  4. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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