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Start with a template that brings OneDrive and TaxDome together. Build enterprise-grade automation in minutes.

Our most popular template

Create One Drive folders for new TaxDome contacts
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TaxDome + OneDrive

Create One Drive folders for new TaxDome contacts

Details

Try it

TaxDome + OneDrive

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

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Zapier makes it easy to integrate OneDrive with TaxDome - 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 File" from OneDrive.

Add your action

An action happens after the trigger—such as "Create Account" in TaxDome.

You’re connected!

Zapier seamlessly connects OneDrive and TaxDome, 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.

- Folder
- Include Shared Files
Trigger
Polling
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- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Folder
- Folder Name
  Required
Action
Write
- Item ID
  Required
- 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

- Search Query
  Required
- Include Shared Files
Action
Search
- Search Query
  Required
- Include Shared Files
Action
Search

Deleted Contact
Triggers when a contact is deleted.
Trigger
Instant
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New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
Updated Contact
Triggers when a contact is updated.
Trigger
Instant
Try It
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Id
  Required
- Contact Name
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Write
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
Action
Search
- Search
- Contact Name
- First Name
- Middle Name
- Last Name
- Phone Number
- Street Address
- City
- Province
- Zip
- Contact Name
  Required
- First Name
- Middle Name
- Last Name
- Email
- Phone Number
- Street Address
- City
- Province
- Zip
- Notes
- Company Name
- Country
- Tags
- Linked accounts
Action
Search or write

- Folder
- Include Shared Files
Trigger
Polling
Try It
- Folder
- File
  Required
- File Name
Action
Write
- Item ID
  Required
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File Name
  Required
- Text Content
  Required
Action
Write
- Drive ID
  Required
Action
Search
- File ID
  Required
Action
Search
Delete Account
Triggers when an account is deleted
Trigger
Instant
Try It
New Account
Triggers when a new account is created
Trigger
Instant
Try It
Update Account
Triggers when an account is updated
Trigger
Instant
Try It
Create Account
Creates an Account in TaxDome
Action
Write
- id
  Required
Action
Write
- Search
  Required
Action
Search
- Search
  Required
Action
Search or write

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

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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

Connect OneDrive and TaxDome 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.

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.

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.

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.

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.

Learn how to automate OneDrive on the Zapier blog

Make work flow with AI

Level up your OneDrive to TaxDome 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 OneDrive + TaxDome integrations

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

How can I connect OneDrive with TaxDome for file management?

Integrating OneDrive with TaxDome is streamlined through our platform. First, you'll need to set up a workflow automation to sync your files. You can use triggers such as 'New File' in OneDrive, and actions like 'Upload Document' in TaxDome. This ensures smooth transferring without manual intervention.

What are the common triggers when integrating OneDrive with TaxDome?

When integrating, common triggers include 'New File', 'Modified File', or 'Deleted File' in your OneDrive account. These triggers can prompt actions like automatically uploading or updating documents within your TaxDome account, ensuring your information is always current.

Are there any limitations on the types of files that can be transferred from OneDrive to TaxDome?

Generally, most common file formats are supported for transfer between OneDrive and TaxDome. However, it’s advisable to check for specific restrictions on file types or sizes within our integration guidelines to ensure seamless operation.

Can automatic folder syncing be set up between OneDrive and TaxDome?

With our integration capabilities, you can set up automatic folder syncing using certain triggers like a folder being created or modified in OneDrive. This synchronization reflects instantly on TaxDome through designated actions.

What should I do if files aren’t transferring properly between OneDrive and TaxDome?

If you encounter issues with file transfers not occurring correctly, ensure that all trigger and action configurations match across both platforms. Double-check permissions in your OneDrive and verify if all conditions set for automation meet their requirements.

How secure is the data transfer between OneDrive and TaxDome?

Data transferred between OneDrive and TaxDome utilizes encryption protocols safeguarding your information during the process. Our platform adheres strictly to security standards ensuring your data’s integrity at each stage of transfer.

Is there a way to track document updates from my team using this integration?

Yes, by setting up specific triggers like ‘Modified File’ in OneDrive and correlating them with alert actions in TaxDome, you can receive notifications on document changes made by team members directly within our system for efficient tracking.

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

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

Box

File Management & Storage

About TaxDome

TaxDome is an all-in-one solution for tax and accounting professionals to manage their business.

Learn moreLearn moreHelpHelp

Related categories

Accounting

Connect OneDrive and TaxDome to power AI-driven automation

Launch your first automated workflow

Create One Drive folders for new TaxDome contacts

Create One Drive folders for new TaxDome contacts

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

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

Connect OneDrive and TaxDome to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Learn how to automate OneDrive on the Zapier blog

6 ways to automate OneDrive

Make work flow with AI

Frequently Asked Questions about OneDrive + TaxDome integrations

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