Hivelight + OneDrive
Create OneDrive folders for new Hivelight matters
When a new matter is created in Hivelight, a corresponding folder will be generated in OneDrive. A matter note will be added that contains the link to the new matter folder, so you can easily copy and paste it to 'Resources & Insights' and other areas of the matter for quick reference. The Zap also updates the matter data so that you can use {{matter.onedrive.id}} to get the link to the matter folder (and even add this to your workflows).
When a new matter is created in Hivelight, a corresponding folder will be generated in OneDrive. A matter note will be added that contains the link to the new matter folder, so you can easily copy and paste it to 'Resources & Insights' and other areas of the matter for quick reference. The Zap also updates the matter data so that you can use {{matter.onedrive.id}} to get the link to the matter folder (and even add this to your workflows).
- When this happens...Matter Created
Triggers when a new matter is created.
- automatically do this...Create Folder
Triggers when a new folder is created in OneDrive.
- then do this...Update Matter Details
Update the details of an existing matter, including its name, description, and external references.
- then do this...Find User by ID
Retrieves detailed information for a specific user based on their unique user ID.
- then do this!Create a Matter Note
Adds a text-based note to an existing matter.
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