OneDrive + Samdock

Organize new Samdock leads / deals by creating corresponding folders in OneDrive

Every time a new lead or deal is added in Samdock, this workflow creates a corresponding folder in OneDrive. By doing so, it helps to streamline your lead management process, ensuring all relevant documents are organized and easily accessible for each deal in your pipeline. Enjoy an efficient, seamless integration between your CRM and storage tool, enhancing your productivity and business organization.

When this happens...
New Lead / Deal
Triggers when a new lead or a new deal is created.
TriggerPolling
automatically do this!
Create Folder
Creates a new folder.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

Deal Status Changed
Triggers when the status of a deal gets changed.
Trigger
Instant
Try It
New Organization
Triggers when a new organization is created.
Trigger
Polling
Try It
New Request
Triggers when a new request is created.
Trigger
Polling
Try It
- Name
- Please select Pipeline
- Please select Stage
- Customer Requirement
- Estimated value (~)
- Is Archived
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write

- NameRequired
- Street
- Street Number
- Postcode
- City
- Country
- E-Mail
- Phone Number
- Fax Number
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- VAT Identification Number
- Website
- Logo
Action
Write
- First Name
- Last NameRequired
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
- Organization NameRequired
- Status
- Organization Phone Number
- Organization Website
- Organization E-Mail
- Street
- Street Nr.
- Postcode
- City
- Country
- VAT Identification Number
- Fax Number
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write

- NameRequired
- Description
- Priority
- Start Date
- Due Date
Action
Write
- Info 1
- Folder
- Include file object?
Trigger
Polling
Try It
- Info 1
- Folder
- Include Folders
- Allow External Drives
Trigger
Polling
Try It
- Info 1
- Folder
- Shared Folder
- NameRequired
Action
Write
- Api Docs Info
- Apply standard error handling?Required
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Additional Request Headers
- Body
Action
Write
- Folder
- NameRequired
- Search all files, including files shared with you?
Action
Search
- Folder
- NameRequired
- Search all files, including files shared with you?
- Info 1
- Shared Folder
Action
Search or write

- Lead/Deal SelectionRequired
Trigger
Polling
Try It
New Person
Triggers when a new person is created.
Trigger
Polling
Try It
New Task
Triggers when a new task is created.
Trigger
Polling
Try It
- Name
- Customer Requirement
- Lead Status
Action
Write
- Activities will be added for:
- To:
- From:
- CC:
- BCC:
- Subject:
- Plain text of the email:
- Html of the email:
- Date of the message:
Action
Write
- First NameRequired
- Last NameRequired
- Salutation
- E-Mail
- Birthday
- Name Prefix
- Name Suffix
- Mobile Number
- Phone Number
- Office Number
- Home Number
- Private Number
- Fax Number
- Website
- LinkedIn
- Xing
- Twitter
- Facebook
- Instagram
- Street
- Street Number
- Postcode
- City
- Country
Action
Write
- Please select InboundSource
Action
Write
- Persons _idRequired
- First Name
- Last Name
- E-Mail
- Birthday
- Phone Number
- Mobile Number
- Street
- Street Number
- Postcode
- City
- Country
- Salutation
- Office Number
- Private Number
- Home Number
- Fax Number
- Website
- LinkedIn
- Xing
- Facebook
- Twitter
- Instagram
Action
Write
- Folder
Trigger
Polling
Try It
- Info 1
- Folder
- Shared Folder
- FileRequired
- File Name
Action
Write
- Info 1
- Folder
- Shared Folder
- FileRequired
- Name of New FileRequired
Action
Write
- Folder
- NameRequired
- Include file object?
- Search all files, including files shared with you?
Action
Search
- Folder
- File NameRequired
- Include file object?
- Search all files, including files shared with you?
- Info 1
- Shared Folder
- FileRequired
Action
Search or write

About OneDrive

OneDrive, Microsoft's file sync app formerly known as SkyDrive, lets you store your files online, edit Office documents in the free Office Web Apps, and easily access your online files from your PC.

Learn more