Follow Up Boss + Microsoft OneDrive integrations

Connect Follow Up Boss to Microsoft OneDrive in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Follow Up Boss, Microsoft OneDrive, and many other popular SaaS applications.
Check below for example workflows using Follow Up Boss and Microsoft OneDrive, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.
Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

Example Follow Up Boss + Microsoft OneDrive workflows

Follow Up Boss iconarrow_forwardMicrosoft OneDrive icon

Automatically copy file in Microsoft OneDrive for each person added in Follow Up Boss

Microsoft OneDrive iconarrow_forwardFollow Up Boss icon

Create person automatically in Follow Up Boss for each file added in Microsoft OneDrive

Microsoft OneDrive iconarrow_forwardFollow Up Boss icon

Automatically update person in Follow Up Boss for each file added in Microsoft OneDrive

Follow Up Boss iconarrow_forwardMicrosoft OneDrive icon

Move file automatically in Microsoft OneDrive for each person added in Follow Up Boss

Follow Up Boss iconarrow_forwardMicrosoft OneDrive icon

Move file to Recycle Bin automatically in Microsoft OneDrive for each person added in Follow Up Boss

Follow Up Boss Triggers
Person
Follow Up Boss logo
add
New person added
Follow Up Boss logo
edit
Person changed
Follow Up Boss logo
target
Person first meets conditions
Other
Follow Up Boss logo
Microsoft OneDrive Actions
Drive
Microsoft OneDrive logo
search
Find drive(s)
File
Microsoft OneDrive logo
file_copy
Copy file
Microsoft OneDrive logo
link
Create sharing link
Microsoft OneDrive logo
download
Download file
Microsoft OneDrive logo
picture_as_pdf
Export file as PDF
Microsoft OneDrive logo
search
Find file(s)
Microsoft OneDrive logo
drive_file_move
Move file
Microsoft OneDrive logo
delete
Move file to Recycle Bin
Microsoft OneDrive logo
edit
Rename file
Microsoft OneDrive logo
upload_file
Upload file
Folder
Microsoft OneDrive logo
create_new_folder
Create folder
Microsoft OneDrive logo
search
Find folder(s)
Microsoft OneDrive logo
drive_file_move
Move folder
Microsoft OneDrive logo
edit
Rename folder
Microsoft OneDrive Triggers
Files
Microsoft OneDrive logo
place_item
File added to folder
Microsoft OneDrive logo
update
File changed in folder
Follow Up Boss Actions
Action plan
Follow Up Boss logo
add_box
Apply action plan to person
Follow Up Boss logo
search
Find action plan(s)
Appointment
Follow Up Boss logo
add
Create appointment
Follow Up Boss logo
search
Find appointment(s)
Follow Up Boss logo
edit
Update appointment
Appointment outcome
Follow Up Boss logo
search
Find appointment outcome(s)
Appointment type
Follow Up Boss logo
search
Find appointment type(s)
Deal
Follow Up Boss logo
add
Create deal
Follow Up Boss logo
search
Find deal(s)
Follow Up Boss logo
edit
Update deal
Deal pipeline
Follow Up Boss logo
search
Find deal pipeline(s)
Lead
Follow Up Boss logo
new_label
New lead, inquiry, or website activity
Note
Follow Up Boss logo
add
Create note
Follow Up Boss logo
edit
Update note
Person
Follow Up Boss logo
new_label
Add tag to person
Follow Up Boss logo
add
Create person
Follow Up Boss logo
search
Find person / people
Follow Up Boss logo
label_off
Remove tag from person
Follow Up Boss logo
edit
Update person
Person stage
Follow Up Boss logo
search
Find person stage(s)
Task
Follow Up Boss logo
add
Create task
Follow Up Boss logo
search
Find task(s)
Follow Up Boss logo
edit
Update task

Create your own Follow Up Boss + Microsoft OneDrive integration

Select a trigger in Follow Up Boss
Select an action in Microsoft OneDrive
Create your workflow

Or automate Microsoft OneDrive + Follow Up Boss

Select a trigger in Microsoft OneDrive
Select an action in Follow Up Boss
Create your workflow

FAQ

  • What is Relay.app?

    Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.

  • How do I connect Follow Up Boss to Microsoft OneDrive with Relay.app?

    1. Create a free Relay.app account
    2. Set a trigger in Follow Up Boss or Microsoft OneDrive to kick off new workflow runs
    3. Add one or more actions to run in your workflow
    4. Authorize Follow Up Boss and Microsoft OneDrive to connect to Relay.app
    5. Turn on your workflow and start getting more done with less manual work

    Check above for some example workflows, or visit our help center for more details on how to get started.

  • Is Relay.app a Zapier alternative for connecting Follow Up Boss to Microsoft OneDrive?

    Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.

    Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.

    For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.

    Of course we're biased, but we believe Relay.app is the best way to connect and automate Follow Up Boss and Microsoft OneDrive—give it a try and let us know what you think.

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