Capsule CRM + OneDrive

Capsule CRM + OneDrive integrations

Organize new or updated Capsule CRM contacts by creating folders in OneDrive

Stay organized and streamline your contact management with this Capsule CRM and OneDrive workflow. Whenever a new or updated contact is detected in Capsule CRM, a dedicated folder will be created in your OneDrive. Save time and ensure relevant client documents are easily accessible in one central location.

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TriggerPolling
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ActionWrite

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More things you can do with Capsule CRM and OneDrive

Discover other triggers and actions you can use with Capsule CRM and OneDrive

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Write
- Entity Type
  Required
Action
Write
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Update Opportunity
This action updates an existing Opportunity in Capsule CRM. You can choose which fields to update from the editor. The Opportunity ID is selected from a dropdown list populated by the listOpportunities endpoint. The milestoneName field is a string input f
Action
Write

- Pipeline
  Required
- Name
  Required
Action
Search
- Search using
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Name
  Required
- Board
- Description
- Expected Close Date
- Track
- Opportunity
- Owner
- Tags
- Status
Action
Search or write
- Search using
  Required
- Type
  Required
- About
- Email Address
- Street Address
- City
- State
- Zip Code
- Country
- Phone Number
- Website
- Tags
Action
Search or write
- Folder
Trigger
Polling
Try It
- 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

- Action
  Required
Trigger
Instant
Try It
- Action
  Required
Trigger
Instant
Try It
- Entity Type
  Required
- Activity Type
- Note
  Required
Action
Write
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Write
- Description
  Required
- Due Date
  Required
- Detail
- Category
- Owner
- Entity Type
Action
Write
Update Contact
Update an existing Contact
Action
Write
- Search using
  Required
Action
Search
- Search using
  Required
Action
Search
- Board
  Required
- Name
  Required
Action
Search
- Search using
  Required
- Contact
  Required
- Pipeline
  Required
- Name
  Required
- Description
- Expected Close Date
- Actual Close Date
- Currency
- Duration Basis
- Owner
- Track
- Tags
Action
Search or write
- Folder
Trigger
Polling
Try It
- Copy
- Folder
Trigger
Polling
Try It
- 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

About Capsule CRM

Capsule is an online CRM for managing contacts, tasks and sales opportunities. Add tasks, track communication logs, and close deals in your pipeline faster with Capsule.

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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.

Learn moreLearn moreHelpHelp

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File Management & Storage

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Related Zap Templates

Create folders in OneDrive for new or updated opportunities in Capsule CRM

Related Zap Templates

Create folders in OneDrive for new or updated opportunities in Capsule CRM