Apizeal + OneDrive

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.

When this happens...
Policy Created
Triggers when a policy is created in Apizeal
TriggerInstant
automatically do this!
Upload File
Triggers when a new file is created in OneDrive.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created in Apizeal
Trigger
Instant
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Lead Created
Triggers when a new lead is created in Apizeal
Trigger
Instant
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Quote Created
Triggers when a quote is created in Apizeal
Trigger
Instant
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User Created
Triggers when a user is created in Apizeal
Trigger
Instant
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Task Created
Triggers when a new task is created in Apizeal
Trigger
Instant
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Task Status Updated
Triggers when a task status is updated in Apizeal
Trigger
Instant
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- TitleRequired
- Description
- StartRequired
- EndRequired
- Link (URL)
- Location
- Attendees emails
- Color
- All day
- Source (Integration Name)
- Event ID in your Calendar
Action
Write

- Product TypeRequired
- Effective DateRequired
- Household Income
- Number of Members
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- First NameRequired
- Middle Name
- Last NameRequired
- 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 AddressRequired
- Phone Number
- Gender
- Date of Birth
- National Producer Number (NPN)
- Address Line #1
- Address Line #2
- City
- State / Region
- Zip Code
- Access RoleRequired
- Source (Integration Name)
Action
Write
- Policy IDRequired
- Status IDRequired
Action
Write
- Last NameRequired
- Email addressRequired
- PhoneRequired
- Date of BirthRequired
- Search in Contacts, Leads, or both
Action
Search
- Last NameRequired
- Date of BirthRequired
- Zip CodeRequired
- Product Type
Action
Search
- Folder
- Include Shared Files
Trigger
Polling
Try It
- Folder
- FileRequired
- File Name
Action
Write
- Item IDRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File NameRequired
- Text ContentRequired
Action
Write
- Drive IDRequired
Action
Search
- File IDRequired
Action
Search

Calendar Event Created
Triggers when a calendar event is created in Apizeal
Trigger
Instant
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Policy Created
Triggers when a policy is created in Apizeal
Trigger
Instant
Try It
SMS Received
Triggers when a new SMS is received in Apizeal
Trigger
Instant
Try It
Form Signed
Triggers when a form is signed in Apizeal
Trigger
Instant
Try It
Policy Status Updated
Triggers when a policy status is updated in Apizeal
Trigger
Instant
Try It
- 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
- TitleRequired
- Description
- Priority
- Due Date
- Contact ID
- Policy ID
- Assigned Contact ID
- Assigned User ID
- Source (Integration Name)
Action
Write
- Phone NumberRequired
- DescriptionRequired
- Source (Integration Name)
Action
Write
- Task IDRequired
- Status IDRequired
Action
Write
- Contact IDRequired
- Product Type
Action
Search
- Folder
- Include Shared Files
Trigger
Polling
Try It
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Folder
- Folder NameRequired
Action
Write
- Item IDRequired
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search QueryRequired
- Include Shared Files
Action
Search
- Search QueryRequired
- Include Shared Files
Action
Search

About Apizeal

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

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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.

Learn more

Apizeal + OneDrive

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

Contact Created

Lead Created

Quote Created

User Created

Task Created

Task Status Updated

Create Calendar Event

Create Policy

Create/Update User

Update Policy Status

Get Contact by Personal Information

Get Policy by Date of Birth, Zip Code and Last Name

New Folder

Upload File

Create Sharing Invitation

Create Text File

Find Drive by ID

Find File or Folder by ID

Calendar Event Created

Policy Created

SMS Received

Form Signed

Policy Status Updated

Create/Update Contact

Create/Update Lead

Create Task

Send SMS

Update Task Status

Get Last Policy by Contact ID

New File

Copy File or Folder

Create Folder

Create Sharing Link

API Request (Beta)

Find File

Find Folder

About Apizeal

Related categories

Similar apps

Zapier Interfaces

About OneDrive

Related categories

Similar apps

Dropbox

Google Drive

Box