Integrate OneDrive with FYI to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

How Zapier works

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

Select a trigger from OneDrive

A trigger is an event that starts your Zap and runs the workflow. For example, with OneDrive, a trigger could be "New File."

A trigger is the event that kicks off your automated workflow.

Setup an action from FYI

An action is what takes place after the automation is triggered. For example, with FYI, the action could be "Create or Update Client."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected OneDrive to FYI

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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

Make work flow with AI

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

Learn about AI automation

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Connect OneDrive and FYI to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Connect OneDrive and FYI to unlock the power of automation

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Choose an Action

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.

- Info_1
- Folder
- Include file object?
Trigger
Scheduled
Try It
- Info_1
- Folder
- Folder
- Allow External Drives
Trigger
Scheduled
Try It
- Info_1
- Folder
- Folder
- File Name
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Folder
- File Name
- Search all files, including files shared with you?
Action
Search

- Folder
- File Name
- Search all files, including files shared with you?
- Info_1
- Folder
Action
Search or write
- File Name
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
- File
  Required
Action
Write

- File Name
- Create client if it doesn’t exist yet
  Required
- Job Type
- Description
- Export Code
- Partner Email
- Manager Email
- Start Date
- Due Date
Action
Write
- File Name
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write

- Folder
Trigger
Scheduled
Try It
- Info_1
- Folder
- Folder
- File
  Required
- File Name
Action
Write
- Info_1
- Folder
- Folder
- File
  Required
- File Name
Action
Write
- Folder
- File Name
- Include file object?
- Search all files, including files shared with you?
Action
Search
- Folder
- File Name
- Include file object?
- Search all files, including files shared with you?
- Info_1
- Folder
- File
  Required
Action
Search or write
- File Name
- Client Email
  Required
- Create client if it doesn’t exist yet
  Required
- Export to xero if connected
  Required
- Export Code
- Group Name
- Phone Number
- Mobile Number
- Partner Email
- Manager Email
Action
Write
- File Name
- Create client if it doesn’t exist yet
  Required
Action
Write
- File Name
- Web Link
  Required
- Source
- Client Email
- User Email
- Client Code
- Export Code
- XPM ID
Action
Write
- Subject
  Required
- Start Date
- Due Date
- Create client if it doesn’t exist yet
  Required
- Client Email
- Client Name
- Export Code
- Assignee Email
- Delegator Email
- Message
Action
Write

Learn how to automate OneDrive on the Zapier blog

Learn how to automate FYI on the Zapier blog

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 Help

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About FYI

FYI is a document management service for professionals

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Accounting

Integrate OneDrive with FYI to automate your work

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