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

■Overview

After registering a new contact in Bitrix24, do you manually create a folder in OneDrive to store related documents? This task is time-consuming and can easily lead to naming convention errors or missed folder creation. With this workflow, registering a contact in Bitrix24 automatically creates a related folder in OneDrive, helping you manage files more efficiently and accurately. Connect Bitrix24 and OneDrive seamlessly to eliminate manual work.

■Who should use this template

• Those who use Bitrix24 and OneDrive and manage customer information and related files separately
• Those who find it time-consuming to manually create OneDrive folders after registering contacts in Bitrix24
• Those responsible for preventing gaps in file management and standardizing business processes

■Benefits of using this template

• Automatically create a folder in OneDrive simply by adding a contact to Bitrix24. Save the time previously spent on manual work and focus on core tasks.
• Prevent missed folder creation and naming convention errors caused by manual work. Standardize file management quality and reduce the risk of human error.

■Flow bot steps

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

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

■Customization options

• For the OneDrive folder creation action, specify the folder’s location (parent folder) as needed.
• Set the folder name dynamically using the Bitrix24 contact name retrieved by the trigger, such as the company name, to ensure consistent management.
• For the Bitrix24 contact update action, specify which field should contain the URL of the created OneDrive folder.

■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 trigger interval varies by plan.
• Microsoft 365 (formerly Office 365) offers personal and business plans (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.