FYI OneDrive

FYI + OneDrive Integrations, Built by an AI Agent

Put FYI + OneDrive to work with AI and enterprise-grade automation

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See the kind of workflows teams build with FYI and OneDrive below — describe the exact one you want above and the Agent builds it on demand.

Back up newly signed documents to cloud storage When a document is sent for signature in FYI, convert it to a PDF and automatically upload the file to OneDrive. See details
Generate document templates when new files are uploaded When a new file is uploaded to OneDrive, automatically create a document from a template in FYI to kick off review procedures. See details
Organize note archives into specific storage folders When a new note is created in FYI, automatically create a corresponding folder in OneDrive to store supporting project attachments. See details

Browse the full workflow library →

Looking to achieve something else with FYI and OneDrive?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for FYI and OneDrive

Everything FYI and OneDrive can do inside a workflow — the triggers that start one and the actions that run when it fires.

FYI Explore FYI →

A document management and workflow automation platform specifically designed for accounting and professional service firms.

Actions
Create or Update Client

Create or Update a Client in FYI.

Create Document

Create a Document.

Create or Update Client Group

Create or Update a Group for Clients in FYI.

Create or Update Job

Create or Update a Job in FYI.

Create Web Link

Create a Web Link.

Create File Note

Create a File Note.

OneDrive Explore OneDrive →

OneDrive is a cloud storage service by Microsoft that allows users to store, back up, and share files across devices.

Triggers
New File

Triggers when a new file is created in the personal drive.

New Folder

Triggers when a new folder is created in the personal drive.

New or Updated File

Triggers when a file is created or modified in the selected folder.

Actions
Copy File or Folder

Copy a file or folder to a new location.

Delete File or Folder

Deletes a file or folder, moving it to the Recycle Bin.

Export File

Exports a file to PDF or HTML format.

Upload File

Upload a file.

Create Folder

Create a new folder.

Move or Rename File or Folder

Moves a file or folder to a different location. Optionally rename the item.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
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Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

4.9 out of 5 stars on G2

G2 Leader, Spring 2026G2 Fastest Implementation, Spring 2026G2 High Performer, Spring 2026G2 Best Est. ROI, Spring 2026
FAQ

Common questions about FYI + OneDrive

Is there a pre-built FYI + OneDrive automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches FYI and OneDrive's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built FYI or OneDrive connector?

No. The Agent works whether or not FYI or OneDrive already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.

How do document signing workflows work with file storage?

When a document is sent for signature in FYI, a copy or converted file can automatically be uploaded into a dedicated folder in OneDrive.

Can uploading a file create notes or documents automatically?

Yes, whenever a new file is uploaded to OneDrive, you can automatically generate a document from a template or create a corresponding note in FYI.

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