Integrate Salesforce with OneDrive

Send information between Salesforce and OneDrive automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions

All Triggers - A trigger kickstarts the flow

Contact created

Triggers when a new contact is created

Event updated

Triggers when an event is updated

Account created

Triggers when a new account is created

Campaign added

Triggers when a new campaign is added

Task created

Triggers when a new task is created

Order created

Triggers when a new order is created

Account updated

Triggers when an account is updated

Module entry updated

Triggers when a record is updated in the selected module

Product updated

Triggers when an product is updated

Solution updated

Triggers when an solution is updated

Lead created

Triggers when a new lead is created

Opportunity added

Triggers when a new opportunity is added

Note created

Triggers when a new note is created

Case updated

Triggers when a case is updated

Task updated

Triggers when a task is updated

Note updated

Triggers when a note is updated

Solution added

Triggers when a new solution is added

Module entry added

Trigger when a new entry is added to the selected module

Lead updated

Triggers when a lead is updated

Case created

Triggers when a new case is created

Product added

Triggers when a new product is added

Order updated

Triggers when an order is updated

Contact updated

Triggers when a contact is updated

Campaign updated

Triggers when a new campaign is updated

Event created

Triggers when a new event is created

Opportunity updated

Triggers when an opportunity is updated

File updated

Triggers when an existing file is updated

New folder

Triggers when a new folder is created

New file

Triggers when a new file is created

All Actions - Actions are the automated tasks

Create product

Creates a new product

Create task

Creates a new task

Create order

Creates a new order

Create lead

Creates a new lead

Create event

Creates a new event

Create case

Creates a new case

Create campaign

Creates a new campaign

Create account

Creates a new account

Create note

Creates a new note

Create contact

Creates a new contact

Create solution

Creates a new solution

Create custom module entry

Creates a new entry in the selected module

Create opportunity

Creates a new opportunity

Update lead

Updates the details of an existing lead

Update note

Updates the details of an existing note

Update order

Updates the details of an existing order

Update event

Updates the details of an existing event

Update solution

Updates the details of an existing solution

Update opportunity

Updates the details of an existing opportunity

Update contact

Updates the details of an existing contact

Update product

Updates the details of an existing product

Update custom module entry

Updates the details of entry in the selected module

Update task

Updates the details of an existing task

Update campaign

Updates the details of an existing campaign

Update case

Updates the details of an existing case

Update account

Updates the details of an existing account

Fetch account

Fetches the details of an existing account by name or ID

Fetch opportunity

Fetches the details of an existing opportunity by name or ID

Fetch solution

Fetches the details of an existing solution by name or ID

Fetch custom module entry

Fetches the details of an entry in the selected module by name or ID

Fetch contract

Fetches the details of an existing contract by number or ID

Fetch event

Fetches the details of an existing event by subject or ID

Fetch user

Fetches the details of an existing user by email, name or ID

Fetch contact

Fetches the details of an existing contact by name or email address or ID

Fetch module entry

Fetches the details of a module record entry based on the specified value

Fetch company

Fetches the details of an existing D&B company by name or ID

Fetch note

Fetches the details of an existing note by title or ID

Fetch asset

Fetches the details of an existing asset by name or ID

Fetch campaign

Fetches the details of an existing campaign by name or ID

Fetch case

Fetches the details of an existing case by subject or ID

Fetch order

Fetches the details of an existing order by number or ID

Fetch group

Fetches the details of an existing group by name or ID

Fetch lead

Fetches the details of an existing lead by name or ID

Fetch product

Fetches the details of an existing product by name or ID

Create folder

Creates a new folder

Copy file or folder

Creates a copy of an existing file or folder

Create text file

Creates a new text file

Fetch file

Fetches the details of an existing file by name

Fetch folder

Fetches the details of an existing folder by name

What is Salesforce?

Salesforce is CRM software that lets you manage sales, deliver personalized messages, and predict outcomes with AI-powered analytics.

CRM Popular

What is OneDrive?

OneDrive is file management software that allows you to share folders and files, access files offline, and set expiration date for links to files you've shared.

Files Microsoft

Bulid comprehensive workflows using

Webhook triggers

Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.

Learn more >

Logic

Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.

Learn more >

Custom functions

Write simple scripting functions to format data, call web APIs, send emails, and more.

Learn more >

We started using both from the beginning, but since swapping [to Zoho], we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Know more

Owain ap Rees

Sales Director, Artico

We use Zoho Flow to connect Zoho Subscriptions with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Subscriptions and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!

Josh Lucas

Head of Operations, AAA Band Rentals

Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Know more

Harnoor Abroll

Technical and Operations Head, TruAct

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