OneDrive + Salesboard

OneDrive + Salesboard integrations

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.

When this happens...
TriggerPolling
automatically do this!
ActionWrite

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More things you can do with Salesboard and OneDrive

Discover other triggers and actions you can use with Salesboard and OneDrive

Appointment Created
Triggers when a appointment is created.
Trigger
Instant
Try It
Result Code Updated
Triggers when a result code has changed.
Trigger
Instant
Try It
- 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

Document Received
Triggers when a document is successfully received at Salesboard servers.
Trigger
Instant
Try It
Write a Audience Record
Write a Audience Record.
Action
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

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.

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Related categories

File Management & Storage

Microsoft

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

Box

File Management & Storage

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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Related categories

Sales & CRM