Save approved invoice files to OneDrive
Save approved invoice files to OneDrive
Launch this workflow to connect
Microsoft OneDrive
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■Overview
Manually storing invoices on a file server after approval is time-consuming and prone to errors, such as missed uploads and incorrect file names. Automating these routine yet important tasks helps improve both efficiency and accuracy. With this workflow, invoice files approved through a Yoom form are automatically stored in OneDrive, streamlining the entire invoice management process.
■Recommended for
- Accounting teams who spend too much time manually handling invoices from approval through storage
- Teams looking to prevent missed uploads of approved invoices to OneDrive and file-naming errors
- Back-office leaders considering ways to improve efficiency and standardize invoice management operations
■Benefits of this template
- Once an invoice is approved through the form, the file is automatically stored in OneDrive, reducing the time spent on manual uploads.
- By eliminating manual file handling, this workflow helps prevent human errors such as selecting the wrong destination folder or entering an incorrect file name.
■Workflow
- First, connect OneDrive to Yoom.
- Next, select Form as the trigger and set the action to “When a response is submitted.” This assumes that an invoice file will be attached to the form and submitted for approval.
- Then, set up “Request action from assignee” as the operation to ask the approver to review and approve the details.
- Finally, once approval is complete, use OneDrive’s “Upload file” action to store the invoice file in the specified folder.
※“Trigger”: An action that starts the workflow. “Operation”: An action that processes data within the workflow after the trigger starts.
■Customization options
■Customization options
- In the trigger form, add any fields needed for management, such as the business partner name, invoice amount, and notes.
- For the operation that requests action from an assignee, you can specify the person responsible for approval and customize the request message to match your actual workflow.
- When uploading files to OneDrive, you can specify the destination folder and file name. For example, you can include the business partner name or billing month entered in the form in the file name.
■Notes
- Connect OneDrive to Yoom.
- Microsoft 365 (formerly Office 365) offers plans for home users and businesses (Microsoft 365 Business). Authentication may fail if you are not subscribed to a business plan.
- The maximum downloadable file size is 300 MB. Depending on the app specifications, the limit may be lower than 300 MB.
- For details on the file size limits supported by triggers and individual operations, see File size limits.
- The Form feature is available on the Mini plan and above. On the Free and Personal plans, operations and Data Connects configured in the workflow may result in errors.
- Paid plans, including the Personal, Mini, Team, and Success plans, offer a two-week free trial. During the free trial, you can use apps that are otherwise subject to plan restrictions.
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About the Apps
Templates using
Microsoft OneDrive
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About the apps you use
Microsoft OneDrive
Yoom allows you to utilize OneDrive's API without any coding. For example, you can automatically upload attachments received via email to OneDrive and send notifications to Slack or Chatwork.
see detailsTemplates
Using Yoom's Chrome extension, you can create a OneDrive folder with a single click from any page on a Notion database and store the URL of the created folder in any property of Notion. You can create folder names using the information from the properties of the Notion database, allowing you to automatically create folders for each customer or employee. By storing the OneDrive folder URL in the Notion database, you can easily access the created folder directly from the Notion database.
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No-Code API Actions
Executable API actions
Flowbot triggers
When a File Is Created or Updated in a Specific Folder
When a Folder Is Created or Updated in a Specific Folder
Flowbot operations
Search Folders and Files
Get a List of Files in a Specific Folder
Create Folder
Download File
Upload File
Copy a File
Create Excel File
Grant Permissions to Folder or File
Change Folder or File Name
Create Sharing Link
Delete File/Folder
Move File to Another Folder
Download File as PDF
Get Top-level Folder List
Get Subfolders of a Specific Folder
Flowbot triggers
When a File Is Created or Updated in a Specific FolderWhen a Folder Is Created or Updated in a Specific Folder
Flowbot operations
Search Folders and FilesGet a List of Files in a Specific FolderCreate FolderDownload FileUpload FileCopy a FileCreate Excel FileGrant Permissions to Folder or FileChange Folder or File NameCreate Sharing LinkDelete File/FolderMove File to Another FolderDownload File as PDFGet Top-level Folder ListGet Subfolders of a Specific FolderMore inspiration for you
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