LaunchBay + OneDrive

Create folders in OneDrive for new or updated clients in LaunchBay

Maintain a streamlined work process with this efficient workflow. As you update or add new client information in LaunchBay, a new folder springs into existence in your OneDrive account. Serving as a simple solution for organized storage, this process seamlessly connects your client interactions with your storage management, saving you from repetitive manual tasks and boosting productivity.

When this happens...
Client Added or Updated
Triggers when a client in your client directory is added or updated.
TriggerInstant
automatically do this!
Create Folder
Triggers when a new folder is created in OneDrive.
ActionWrite

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Supported triggers and actions

Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting TitleRequired
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Meeting Transcript or SummaryRequired
- Generate a summary of this meeting using AIRequired
Action
Write

- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search againstRequired
- SearchRequired
- Exact MatchRequired
Action
Write

- 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

Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- FormRequired
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Portal Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project NameRequired
- Task TitleRequired
- Task Description
- Client Email
- Client Name
- StatusRequired
Action
Write
- 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 LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn more

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 more