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Connect Microsoft OneDrive to Pipedrive

Use 2 documented Microsoft OneDrive triggers to run 24 documented Pipedrive actions.

2 source triggers
24 target actions
Reverse direction supported

Why Connect Microsoft OneDrive & Pipedrive?

Start with a Microsoft OneDrive event

Choose from 2 documented triggers, including New File Created (Instant), New Folder Created (Instant).

Run a Pipedrive action

Send the event into one of 24 documented actions, such as Add Activity, Add Deal, Add Labels.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Microsoft OneDrive logo

Microsoft OneDrive

Triggers (2)

New File Created (Instant)

Emit new event when a new file is created in a OneDrive drive

webhook
New Folder Created (Instant)

Emit new event when a new folder is created in a OneDrive drive

webhook

Actions (11)

Create Folder

Create a new folder in a drive. See the documentation

Create Link

Create a sharing link for a DriveItem. See the documentation

Download File

Download a file stored in OneDrive. See the documentation

Find File by Name

Search for a file or folder by name. See the documentation

Get File by ID

Retrieves a file by ID. See the documentation

Get Table

Retrieve a table from an Excel spreadsheet stored in OneDrive See the documentation

List Files in Folder

Retrieves a list of the files and/or folders directly within a folder. See the documentation

List My Drives

Get the signed-in user's drives. Returns a list of all the drives the user has access to, including the personal OneDrive. See the documentation

List Shared Folder Reference Options

Retrieves available options for the Shared Folder Reference field.

Search Files

Search for files and folders in Microsoft OneDrive. See the documentation

Upload File

Upload a file to OneDrive. See the documentation

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Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

Integration Features

2 documented Microsoft OneDrive triggers
24 documented Pipedrive actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Pipedrive to Microsoft OneDrive direction

Capability Examples

Microsoft OneDrive trigger → Pipedrive action

Catalog example
Microsoft OneDriveMicrosoft OneDrive

New File Created (Instant)

PipedrivePipedrive

Add Activity

Pipedrive trigger → Microsoft OneDrive action

Reverse direction
PipedrivePipedrive

Deal Updated (Instant)

Microsoft OneDriveMicrosoft OneDrive

Create Folder

How It Works

1

Connect Apps

Authenticate your Microsoft OneDrive and Pipedrive accounts

2

Choose a Trigger

Select a documented Microsoft OneDrive event

3

Choose an Action

Select the documented Pipedrive operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 2 documented Microsoft OneDrive triggers.

Automated Actions

Run one of 24 documented Pipedrive actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Pipedrive to Microsoft OneDrive for bidirectional automation

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All Microsoft OneDrive Integrations

Explore all available Microsoft OneDrive connections

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All Pipedrive Integrations

Explore all available Pipedrive connections

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