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Zoho integration

Self-Hosted Integrations
Updated March 5, 2024
asked on March 5, 2024

Hi, we are looking at integrating Self-hosted Laserfiche with Zoho.  Has anyone done this?  Can you give any advice on effort required etc.?  Thanks! 

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Replies

replied on March 5, 2024

Chris, that is kind of a loaded question. Do you have specifics as to what you are wanting to accomplish with the integration?

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replied on March 5, 2024

Hi Blake that's a fair point!  In the first instance, we would like Laserfiche to be the DMS with files accessible from Zoho through the integration.  Any files added in Zoho would be added in Laserfiche.  Any files added in Laserfiche would be visible in Zoho's document store.

Longer term we are interested in process automation, but DMS is the priority for now.

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replied on March 5, 2024

For DMS integration I think we need something similar to SharePoint for Zoho: https://help.zoho.com/portal/en/kb/crm/extensions/marketing/articles/sharepoint-for-zoho-crm#Installing_the_extension

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