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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How Knit builds this workflow
The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.
MiniCRM Explore MiniCRM →
TriggersFires when a new lead or contact is created in MiniCRM.
Fires when a deal moves to a new stage in MiniCRM.
Fires when a deal is marked won in MiniCRM.
Fires when a field on a contact changes in MiniCRM.
Creates or updates a contact in MiniCRM.
Creates a new deal in MiniCRM.
Moves a deal to a new stage in MiniCRM.
Logs a call, email, or note against a record in MiniCRM.
OneDrive Explore OneDrive →
TriggersFires when a new file is uploaded to OneDrive.
Fires when a file in OneDrive is shared with someone new.
Fires when a folder's contents change in OneDrive.
Uploads a file to OneDrive.
Creates a new folder in OneDrive.
Shares a file from OneDrive with a link or user.
More MiniCRM + OneDrive workflows
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.
See details
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.
See details
See all MiniCRM + OneDrive integrations → · Browse the full workflow library →
Common questions
Can Knit build “Store signed proposals when deals are won” between MiniCRM and OneDrive?
Yes — describe it in the box above and Knit's Integrations Agent researches MiniCRM and OneDrive's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.
How long does it take to build?
Minutes to 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.