Salesforce + OneDrive Integrations

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Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip
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OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive
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OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more
Create folders in OneDrive for new Salesforce records
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Salesforce + OneDrive

Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip

Premium

Details

Try it

OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive

Premium

Details

Try it

OneDrive + Filter by Zapier + CandidateZip Resume/Job Parser + 1 more

Create folders in OneDrive for new Salesforce records

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Details

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Salesforce + OneDrive

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Do Even More with Salesforce + OneDrive

With Zapier, you can do more than just connect 2 apps—you can automate entire processes from beginning to end! Here are some popular ways users make their Salesforce + OneDrive workflows do more for them.

Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip
Premium
Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip
Try it
CandidateZip Resume/Job Parser + Filter by Zapier + OneDrive + 1 more
Zapier users love adding CandidateZip Resume/Job Parser to their workflows
Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive
Premium
Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive
Try it
CandidateZip Resume/Job Parser + Filter by Zapier + OneDrive + 1 more

Supported triggers and actions

What does this mean?

New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
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- Disclaimer
  This trigger works on Salesforce objects with less than 104,000 records. If the "Field Updated to" is specified, the limit applies to only the records with the value specified. Check how many records you have in your account by following the steps under Viewing Storage Usage. You can also setup a Zap with the New Outbound Message trigger to workaround this limit.
- Salesforce ObjectRequired
  Pick which type of object you want to watch for changes on.
Trigger
Scheduled
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- CampaignRequired
  Select which campaign to add contact. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- ContactRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
- CampaignRequired
  Select which campaign to add lead. If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
- LeadRequired
  If using the Search for this field, click "Refresh Fields" below to make sure all fields are available to you.
Action
Write
Create Contact
Creates a new contact in Salesforce.
Action
Write

Create Lead
Creates a new lead in Salesforce.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write

- Lead to UpdateRequired
  Search for or select the lead you'd like to update. Use Custom Value to select a lead from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- Search ValueRequired
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to search for.
- WHERE ClauseRequired
  Enter a SOQL WHERE clause. See our help docs for Tips and Examples.
Action
Search
- Folder
  Folder where to look for the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- Include file object?
  Note: File object greater than 100MB will cause an error. Set this to NO to exclude file object and avoid errors.
Trigger
Scheduled
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- Folder
  Folder where to place the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- FileRequired
  Must be a file object from another service (or some text or URL).
- File Name
  By default, we use the same name and extension as the original file.
Action
Write
- Folder
  Folder where to place the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- FileRequired
  Plain text content to put inside the new text file.
- Name of New FileRequired
  Specify the name of this file. ".txt" will always be appended.
Action
Write
- Folder
  Folder where to look for the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- NameRequired
- Include file object?
  Note: File object greater than 100MB will cause an error. Set this to NO to exclude file object and avoid errors.
Action
Search
- Folder
  Folder where to place the file. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- File NameRequired
  By default, we use the same name and extension as the original file.
- Include file object?
  Note: File object greater than 100MB will cause an error. Set this to NO to exclude file object and avoid errors.
- FileRequired
  Must be a file object from another service (or some text or URL).
Action
Search or write

- Salesforce ObjectsRequired
  Pick which type of object you want to watch for new items of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
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- Salesforce ObjectRequired
  Pick which type of object you want to watch for updated records of (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Trigger
Scheduled
Try It
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to LinkRequired
- FileRequired
  The Content Document ID of a file that has been uploaded to a library in Salesforce CRM Content or Salesforce Files
- VisibilityRequired
  Specifies whether this file is available to all users, internal users, or shared users.
Action
Write
- FileRequired
- Salesforce ObjectRequired
  Pick the type of object you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
- Description
- Is Private
  Defaults to false if left blank.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
  Pick the type of object if you want to attach the file to (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly).
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
Action
Write
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to update (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Record to UpdateRequired
  Search for or select the record you'd like to update. Use Custom Value to select a record from a previous step. If using the Search, click "Refresh Fields" below to update the available input fields.
Action
Write
- Api Docs Info
  API docs for Salesforce are located here https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/resources_list.htm
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Salesforce ObjectRequired
  Pick which type of object you want to search for. You can only search for multiple records which are all the same object type.
- Search Results
  Select the format of search results to be returned. If multiple search values are provided, the choice will be applied to each search value.
Action
Search
- Salesforce ObjectRequired
  Pick which type of object you want to create (Note: we do our best to support all objects, but due to their complex nature, some may not work flawlessly)
- Search ValueRequired
Action
Search or write
- Folder
  Folder where to look for the folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
Trigger
Scheduled
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- Folder
  Folder where to create the folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- NameRequired
Action
Write
- Api Docs Info
  API docs for OneDrive are located here https://docs.microsoft.com/en-us/onedrive/developer/rest-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write
- Folder
  Folder where to look for the folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- NameRequired
Action
Search
- Folder
  Folder where to create the folder. Keep clicking the dropdown to go inside folders. Defaults to the top-level folder if left blank.
- NameRequired
Action
Search or write

How to connect Salesforce + OneDrive

Step 1: Authenticate Salesforce and OneDrive.
30 seconds
Step 2: Pick one of the apps as a trigger, which will kick off your automation.
15 seconds
Step 3: Choose a resulting action from the other app.
15 seconds
Step 4: Select the data you want to send from one app to the other.
2 minutes
That’s it! More time to work on other things.

Connect apps

Connect Salesforce + OneDrive

Salesforce Tutorials

About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship 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

Related categories

Similar apps

Dropbox

File Management & Storage

Google Drive

File Management & Storage, Google

Box

File Management & Storage

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Salesforce + OneDrive Integrations

Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip

Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive

Create folders in OneDrive for new Salesforce records

Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip

Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive

Create folders in OneDrive for new Salesforce records

Connect your apps and automate workflows

Do Even More with Salesforce + OneDrive

Add contacts to campaign in Salesforce with resume info in OneDrive using CandidateZip

Add contacts to campaigns in Salesforce using CandidateZip to extract data from new resume files in OneDrive

New Outbound Message

Updated Field on Record

Disclaimer

Salesforce ObjectRequired

Add Contact to Campaign

CampaignRequired

ContactRequired

Add Lead to Campaign

CampaignRequired

LeadRequired

Create Contact

Create Lead

Create Record (UTC)

Salesforce ObjectRequired

Update Lead

Lead to UpdateRequired

Update Record (UTC)

Salesforce ObjectRequired

Record to UpdateRequired

Find Record

Salesforce ObjectRequired

Search ValueRequired

Find Record by Query

Salesforce ObjectRequired

WHERE ClauseRequired

New File

Folder

Include file object?

Upload File

Folder

FileRequired

File Name

Create New Text File

Folder

FileRequired

Name of New FileRequired

Find File

Folder

NameRequired

Include file object?

Find or Create File

Folder

File NameRequired

Include file object?

FileRequired

New Record

Salesforce ObjectsRequired

Updated Record

Salesforce ObjectRequired

Add File to Record

Salesforce ObjectRequired

Record to LinkRequired

FileRequired

VisibilityRequired

Create Attachment

FileRequired

Salesforce ObjectRequired

Description

Is Private

Create File

FileRequired

Title

Description

Salesforce Object

Create Record

Salesforce ObjectRequired

Update Contact

Record to UpdateRequired

Update Record