Create a folder in OneDrive when a deal is created in Bitrix24

■Overview

Do you manually link deal information managed in Bitrix24 with related documents stored in OneDrive? Creating a new folder every time a deal arises is time-consuming and can easily lead to mistakes such as missed folder creation. This workflow automatically creates a related folder in OneDrive when a new deal is created in Bitrix24. By automating the integration between Bitrix24 and OneDrive, it streamlines the initial stages of deal management.

■Who This Template Is For

• Sales representatives who manually create folders in OneDrive after creating deals in Bitrix24
• Those looking to integrate Bitrix24 with OneDrive and streamline deal management
• Team leaders who want to prevent missed folder creation and naming errors caused by manual work

■Benefits of Using This Template

• Automatically creates a folder in OneDrive whenever a deal is created in Bitrix24, reducing the time spent on repetitive manual tasks.
• Prevents human errors such as missed folder creation and inconsistencies between deal names and folder names, helping standardize your management process.

■Workflow Overview

1. First, connect Bitrix24 and OneDrive to Yoom.
2. Next, select Bitrix24 as the trigger and set the action to “When a new deal is created.”
3. Then, set the OneDrive “Create a folder” action as an operation to create a folder based on the deal information.
4. Finally, set the Bitrix24 “Update a deal” action as an operation to add the URL of the created OneDrive folder and other information to the deal.

※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger runs.

■Customization Options

• For the OneDrive folder creation action, set the parent folder where you want to create the folder.
• You can automatically link deals with their folders by naming the folder using Bitrix24 deal information obtained by the trigger, such as the deal name.

■Notes

• ‍‍Connect both Bitrix24 and OneDrive to Yoom.
• You can select a trigger interval of 5, 10, 15, 30, or 60 minutes.
• Note that the shortest available trigger interval varies by plan.
• Microsoft 365 (formerly Office 365) offers home and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.