Connect Filevine and OneDrive to power AI-driven automation

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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Filevine with OneDrive - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Event" from Filevine.

Add your action

An action happens after the trigger—such as "Copy File or Folder" in OneDrive.

You’re connected!

Zapier seamlessly connects Filevine and OneDrive, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Event
  Required
- Load additional data?
Trigger
Instant
Try It
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Item ID
  Required
Action
Write

- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Field
  Required
Action
Search

- Project Type
  Required
- Name
  Required
- Project
Action
Search
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search or write
- Field
  Required
- Project Type
  Required
- ProjectName
  Required
- Contact
  Required
- IncidentDate
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

- Project
  Required
- Project Type
  Required
- Collection
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
Action
Write
- Project
  Required
- Project Type
  Required
- Project Name
- Incident Date
- Description
- Case Number
Action
Write
- Project
  Required
- Project Type
  Required
- Collection
  Required
- Search By
  Required
Action
Search
- Document ID
  Required
Action
Search
- Project Type
  Required
- Section Selector
  Required
- Project
Action
Search
- Project Type
  Required
- Search By
  Required
Action
Search
- Field
  Required
Action
Search
- Field
  Required
- FirstName
  Required
- LastName
- Phone Numbers
- Email Addresses
- Address line 1
- Address line 2
- City
- State
- Zip code
- Label
- Contact Types
  Required
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

For AI agents & developers

Use Filevine and OneDrive with AI agents and code

Beyond Zap workflows. Call Filevine and OneDrive actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Filevine and OneDrive actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Create Collection Item
Copy File or Folder

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Filevine and OneDrive actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* filevine / onedrive action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Practical ways you can use Filevine and OneDrive

Back up new Filevine projects to OneDrive

When a project is newly created in Filevine, Zapier automatically uploads the related files to an organized OneDrive folder for accessible cloud backup. This ensures important case files are securely stored online, reducing the risk of data loss.

Business Owner

Try it

Sync Filevine events to an organized folder in OneDrive

Whenever a new event is added in Filevine, Zapier automates the creation of a corresponding event folder in OneDrive. This keeps project files organized and simplifies file sharing and access for the team, improving collaboration efficiency.

Project Management

Try it

Learn how to automate OneDrive on the Zapier blog

Make work flow with AI

Level up your Filevine to OneDrive integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about Filevine + OneDrive integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Filevine and OneDrive

How do I integrate Filevine with OneDrive?

To integrate Filevine with OneDrive, you can use automated workflows that trigger specific actions. Initially, you'll need to set up a connection in our platform by selecting Filevine and OneDrive as the two apps you want to connect. Then, choose a trigger in Filevine, such as a new document being created or updated, and an action in OneDrive like 'Upload File' or 'Create Folder'.

What triggers are available for the Filevine and OneDrive integration?

For the Filevine and OneDrive integration, you can select triggers such as 'New Document Created', 'Document Updated', or 'New Task Added' in Filevine. These triggers can initiate actions within OneDrive like uploading documents or creating new folders.

Can I customize the actions performed in OneDrive when triggered by an event in Filevine?

Yes, you can customize actions performed in OneDrive by choosing from a variety of options such as uploading files, creating folders, or updating existing files based on triggers set in Filevine events.

Are there any limitations to integrating Filevine with OneDrive?

There might be limitations regarding specific actions dependent on your plan type and restrictions imposed by the applications themselves. It's important to review any potential restrictions within both platforms beforehand.

What should I do if my Filevine-OneDrive integration isn't working properly?

If your integration isn't functioning correctly, first verify that both accounts are authorized properly on our platform. Double-check that your triggers and actions are configured specifically as needed. For deeper issues, consult our support team for assistance.

Is it possible to automate file transfers between Filevine and specific folders in OneDrive?

Yes, you can automate file transfers so that documents from Filevine are automatically uploaded to specified folders within your OneDrive based on a set trigger event from your workflow setup.

How secure is my data when integrating through your platform?

We use industry-standard encryption protocols for data transfer and handle all credentials with stringent privacy controls. Our integrations between platforms like Filevine and OneDrive comply with legal data protection requirements.

About Filevine

Filevine is a modern case management system for law firms.

Learn moreLearn moreHelpHelp

Related categories

Project Management

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

Related categories

File Management & Storage

Microsoft

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Connect Filevine and OneDrive to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Filevine and OneDrive with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Practical ways you can use Filevine and OneDrive

Back up new Filevine projects to OneDrive

Sync Filevine events to an organized folder in OneDrive

Learn how to automate OneDrive on the Zapier blog

6 ways to automate OneDrive

Make work flow with AI

Frequently Asked Questions about Filevine + OneDrive integrations

Connect Filevine to OneDrive on the world's largest no-code automation platform