Apizeal + OneDrive

Apizeal + OneDrive integrations

Create and upload files in OneDrive for every new policy in Apizeal

Easily manage your documentation process whenever a new policy is created in Apizeal. This streamlined workflow swiftly takes your newly generated policies straight from Apizeal and securely stores them in OneDrive. With this automation, you ensure that you have a reliable and up-to-date back-up of your important policy documents, saving you time and reducing manual data entry.

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TriggerPolling
automatically do this!
ActionWrite

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More things you can do with Apizeal and OneDrive

Discover other triggers and actions you can use with Apizeal and OneDrive

Medical Appointment Confirmed
Triggers when a medical appointment is confirmed in Apizeal.
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Calendar Event Created
Triggers when a calendar event is created in Apizeal.
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Instant
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Policy Created
Triggers when a policy is created in Apizeal.
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Instant
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SMS Received
Triggers when a new SMS is received in Apizeal.
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Form Signed
Triggers when a form is signed in Apizeal.
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Policy Document Status Updated
Triggers when a policy document status is updated in Apizeal.
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Policy Status Updated
Triggers when a policy status is updated in Apizeal.
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- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- First Name
- Middle Name
- Last Name
- Second Last Name
- Full Name
- Email Address
- Phone Number
- Gender
- Date of Birth
- Annual Income
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Source (Integration Name)
Action
Write
- Product Type
  Required
- Effective Date
  Required
- Household Income
- Number of Members
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- First Name
  Required
- Middle Name
- Last Name
  Required
- Second Last Name
- Email
- Phone
- Preferred Language
- Date of Birth
- Age
- Gender
- Pregnant
- Tobacco User
- Is Applicant
- Start Index
- Source (Integration Name)
Action
Write
- First Name
- Last Name
- Full Name
- Email Address
  Required
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access Role
  Required
- Source (Integration Name)
Action
Write
- Policy
  Required
- Status ID
  Required
Action
Write
- Email
- Phone
- Last Name
- Date of Birth
- Search in Contacts, Leads, or both
Action
Search
- Last Name
  Required
- Date of Birth
  Required
- Zip Code
  Required
- Product Type
Action
Search
- Folder
Trigger
Polling
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- Copy
- Folder
Trigger
Polling
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- Copy
- File or Folder
  Required
Action
Write
- SharedNote
- Folder
- File
  Required
- File Name
Action
Write
- Copy
- File or Folder
- Destination Folder
- New Name
Action
Write
- Copy
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- File or Folder
- Link Type
  Required
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Copy
- Search Query
  Required
Action
Search
- KQL Query
  Required
Action
Search
- File or Folder
  Required
Action
Search

Contact Created
Triggers when a new contact is created in Apizeal.
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Lead Created
Triggers when a new lead is created in Apizeal.
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Quote Created
Triggers when a quote is created in Apizeal.
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Instant
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User Created
Triggers when a user is created in Apizeal.
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Instant
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Task Created
Triggers when a new task is created in Apizeal.
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Instant
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Policy Payment Status Updated
Triggers when a policy payment status is updated in Apizeal.
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Instant
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Task Status Updated
Triggers when a task status is updated in Apizeal.
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- Title
  Required
- Description
- Start
  Required
- End
  Required
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write
- Contact
  Required
- Reason
  Required
- Status
- Provider Name
- CMS Provider ID
- Provider Phone
- Specialty
- Appointment Date & Time
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Notes
- Client Instructions
- Medical Order Code
- Source (Integration Name)
Action
Write
- Title
  Required
- Description
- Priority
- Due Date
- Contact
- Policy
- Assigned Contact
- Assigned User ID
- Source (Integration Name)
Action
Write
- Phone Number
  Required
- Description
  Required
- Source (Integration Name)
Action
Write
- Task
  Required
- Status ID
  Required
Action
Write
- Contact
  Required
- Product Type
Action
Search
- Search Text
- Contact
- Assigned User ID
- Hide Completed
Action
Search
- Folder
Trigger
Polling
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- Copy
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Copy
- SharedNote
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Copy
- Folder
- Folder Name
  Required
Action
Write
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- File or Folder
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- SharedNote
- Folder
- File Name
  Required
- Text Content
  Required
Action
Write
- Drive ID
  Required
Action
Search
- File ID
  Required
Action
Search
- Copy
- Search Query
  Required
Action
Search

About Apizeal

Apizeal is the Insurance Management System that helps you keep insurance policies, commissions, and clients organized.

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Related categories

CRM (Customer Relationship Management)

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About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

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File Management & Storage

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