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OneDrive + Salesboard

Upload new Salesboard documents to OneDrive

Do you want to have the documents created by agents to be automatically uploaded to your OneDrive account? With this template now you can! These documents may contain crucial sales data, so it's helpful to have them easily accessible.

Do you want to have the documents created by agents to be automatically uploaded to your OneDrive account? With this template now you can! These documents may contain crucial sales data, so it's helpful to have them easily accessible.

  1. When this happens...
    SalesboardSalesboard
    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    TriggerInstant
  2. automatically do this!
    OneDriveOneDrive
    Upload File

    Upload an existing file or attachment not bigger than 60 MB.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesboard triggers, actions, and search

    Appointment Created

    Triggers when a appointment is created.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search

    Result Code Updated

    Triggers when a result code has changed.

    Trigger
    Instant
    Try It
    • Info 1

    • Folder

    • Include file object?

    Trigger
    Scheduled
    Try It
    • Info 1

    • Folder

    • Include Folders

    • Allow External Drives

    Trigger
    Scheduled
    Try It
  • Salesboard triggers, actions, and search

    Document Received

    Triggers when a document is successfully received at Salesboard servers.

    Trigger
    Instant
    Try It
  • Salesboard triggers, actions, and search

    Write a Audience Record

    Write a Audience Record.

    Action
    Write
    • Info 1

    • Folder

    • Shared Folder

    • FileRequired

    • File Name

    Action
    Write
onedrive logo
onedrive logo

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 moreHelp

Related categories

  • File Management & Storage
  • Microsoft

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salesboard logo

About Salesboard

Salesboard is a field sales tool. Equip your reps with your sales deck and prospect data to close deals and generate data from every prospect interaction.

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