MiniCRM + OneDrive Integrations
Put MiniCRM + OneDrive to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between MiniCRM and OneDrive
See the kind of workflows teams build with MiniCRM and OneDrive below — describe the exact one you want above and the Agent builds it on demand.
MiniCRM + OneDrive
When a contact is updated in MiniCRM, sync the contact records or files to OneDrive.
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Build dedicated customer folders for new deals
When a deal reaches a new stage in MiniCRM, automatically create a dedicated folder in OneDrive to organize contracts, briefs, and client collateral.
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Log client file updates directly to pipeline activities
When a client uploads a new document in OneDrive, automatically log an activity note on the matching account in MiniCRM so account managers stay informed.
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Store signed proposals when deals are won
When a sales representative marks a deal won in MiniCRM, automatically share the corresponding onboarding folder in OneDrive with the customer success team.
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Browse the full workflow library →
Looking to achieve something else with MiniCRM and OneDrive?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for MiniCRM and OneDrive
Everything MiniCRM and OneDrive can do inside a workflow — the triggers that start one and the actions that run when it fires.
MiniCRM Explore MiniCRM →
A customer relationship management system that helps small and medium businesses organize leads, sales, and customer communications.
TriggersTriggers when a new card (e.g. customer, invoice or project) is created in the selected module.
Triggers when a new contact is created in MiniCRM.
Triggers when a card in the selected module is updated, including status changes and supported card field changes.
Triggers when a contact is updated.
Creates a new card in the selected Module
Creates a new contact
Updates a card's status in MiniCRM
Updates a single data field in the selected card.
Updates a contact in MiniCRM
OneDrive Explore OneDrive →
OneDrive is a cloud storage service by Microsoft that allows users to store, back up, and share files across devices.
TriggersTriggers when a new file is created in the personal drive.
Triggers when a new folder is created in the personal drive.
Triggers when a file is created or modified in the selected folder.
Copy a file or folder to a new location.
Deletes a file or folder, moving it to the Recycle Bin.
Exports a file to PDF or HTML format.
Upload a file.
Create a new folder.
Moves a file or folder to a different location. Optionally rename the item.
Other CRM apps on Knit
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1CRM
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ABC GymSales
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Act!
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Actionstep
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Active Knocker
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Other Files & Storage apps on Knit
Explore more Files & Storage integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Acquia DAM
Acquia DAM is a cloud-based digital asset management platform for storing, organizing, and distributing brand and media assets.
Adobe Creative Cloud Libraries
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Air
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Amazon S3
Amazon S3 is a cloud object storage service that offers scalable data storage, retrieval, and backup infrastructure for applications.
Artworker
Artworker is an artwork management and file proofing tool for print production teams to upload, review, and approve print-ready files.
Aryeo
Aryeo is a content delivery and order management platform built specifically for real estate photographers and media companies.
Box
Box is a cloud content management and secure file sharing platform built for enterprise content management and team collaboration.
Brandfolder
Brandfolder is a digital asset management platform that enables organizations to store, organize, and share brand media assets.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about MiniCRM + OneDrive
Is there a pre-built MiniCRM + OneDrive automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches MiniCRM and OneDrive's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built MiniCRM or OneDrive connector?
No. The Agent works whether or not MiniCRM 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 does integrating OneDrive with MiniCRM streamline our sales process?
It automatically creates shared folders and attaches important proposals or assets in OneDrive directly to deal records in MiniCRM, saving reps time and keeping files organized.
Can changes in customer details in MiniCRM update our file storage in OneDrive?
Yes, when deal stages change or leads are created in MiniCRM, project folders can be created or updated automatically in OneDrive.