OneDrive + Sera Systems

Create new OneDrive folders when appointments are created in Sera Systems

Streamline your document organization process with this workflow. Whenever a new appointment is made in Sera Systems, a corresponding folder is created in OneDrive. This ensures all your appointment-specific documents are stored in one place, enhancing organization and ease of access. This automation not only saves valuable time but also promotes efficient information management.

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

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Supported triggers and actions

Appointment Cancelled
Triggers when a new appointment is cancelled.
Trigger
Instant
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Appointment Created
Triggers when a new appointment is created.
Trigger
Instant
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Technician Started Trip
Triggers when a technician hits "Start Trip" in the Technician App.
Trigger
Instant
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Invoice Accepted
Triggers when invoice is accepted.
Trigger
Instant
Try It
Membership Created
Triggers when a new membership is created.
Trigger
Instant
Try It

Quote Accepted
Triggers when a quote is accepted.
Trigger
Instant
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Quote Draft
Triggers when a quote is set to draft.
Trigger
Instant
Try It

- Folder
- Include Shared Files
Trigger
Polling
Try It
- File or Folder to Copy
- Destination Folder
- New Name
- Conflict Behavior
- Copy Children Only
- Include Version History
Action
Write
- Folder
- Folder NameRequired
Action
Write
- Item IDRequired
- Link TypeRequired
- Link Scope
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Search QueryRequired
- Include Shared Files
Action
Search
- Search QueryRequired
- Include Shared Files
Action
Search

Appointment Completed
Triggers when a new appointment is completed.
Trigger
Instant
Try It
Appointment Rescheduled
Triggers when a new appointment is rescheduled.
Trigger
Instant
Try It
Customer Created
Triggers when a new customer is created.
Trigger
Instant
Try It
Job Status Updated
Triggers when a job status changes.
Trigger
Instant
Try It
Membership Updated
Triggers when a new membership is updated.
Trigger
Instant
Try It
Quote Denied
Triggers when a quote is denied.
Trigger
Instant
Try It
Quote Proposed
Triggers when a quote is proposed.
Trigger
Instant
Try It
- Folder
- Include Shared Files
Trigger
Polling
Try It
- Folder
- FileRequired
- File Name
Action
Write
- Item IDRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Folder
- File NameRequired
- Text ContentRequired
Action
Write
- Drive IDRequired
Action
Search
- File IDRequired
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.

Learn more

Related categories

Similar apps

About Sera Systems

Sera is the new era of field services software that includes automated dispatch scheduling, improved efficiency while providing a delightful experience to business owners, technicians and customers service teams.

Learn more

Related categories

Productivity

OneDrive + Sera Systems

Create new OneDrive folders when appointments are created in Sera Systems

Supported triggers and actions

Appointment Cancelled

Appointment Created

Technician Started Trip

Invoice Accepted

Membership Created

Quote Accepted

Quote Draft

New File

Copy File or Folder

Create Folder

Create Sharing Link

API Request (Beta)

Find File

Find Folder

Appointment Completed

Appointment Rescheduled

Customer Created

Job Status Updated

Membership Updated

Quote Denied

Quote Proposed

New Folder

Upload File

Create Sharing Invitation

Create Text File

Find Drive by ID

Find File or Folder by ID

About OneDrive

Related categories

Similar apps

Dropbox

Google Drive

Box

About Sera Systems

Related categories