How can I filter documents by project type?

DryMerge allows you to filter documents based on project type. Specify the criteria for project types, and DryMerge will handle the rest.

Can I use this with Basecamp instead of OneDrive?

Yes, you can use this with Basecamp instead of OneDrive. Describe the necessary changes, and DryMerge will configure the automation to fit your needs.

Which people use this automation? What do they use it for?

This automation is used by sales managers who need to ensure sales activities are aligned with the latest project documents.

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Microsoft OneDrive + Pipedrive

Create Pipedrive Activities from Documents in OneDrive Folders

Keep your sales team updated by creating new Pipedrive activities based on documents added to specific OneDrive folders. This ensures sales activities are tied to the latest documents.

Document Added

Triggers when a document is added to a specific OneDrive folder.

Create Activity

Creates a new activity based on the document in Pipedrive.

See more Microsoft OneDrive to Pipedrive integrations or use AI to customize your automation.

or pick a common variation below

Create Pipedrive Notes from OneDrive Documents

Microsoft OneDrive + Pipedrive

Create Pipedrive Deals from OneDrive Forms

Microsoft OneDrive + Pipedrive

Create Pipedrive Leads from OneDrive Forms

Microsoft OneDrive + Pipedrive

How to use DryMerge

Ask for what you want.

Tell DryMerge what you want to automate using plain English. For example, "Create Pipedrive activities from documents in OneDrive folders"

Create Pipedrive activities from documents in OneDrive folders

DryMerge figures out the details.

Based on your description, DryMerge identifies the apps involved, determines the appropriate triggers and actions, and creates the automation for you.

Sure! Connecting

Your workflow is ready to go!

Once DryMerge has created your automation, it will run automatically whenever the trigger event occurs, saving you time and effort.

Frequently Asked Questions

Our Capabilities

See what DryMerge can do with Microsoft OneDrive + Pipedrive.

Create Folder

Creates a new folder in OneDrive

List Folders

Lists folders in OneDrive

Upload File

Uploads a file to OneDrive

List Files

Lists files in OneDrive

New OneDrive File

Triggers when a new file is added to OneDrive

New OneDrive Folder

Triggers when a new folder is created in OneDrive

Create Activity

Creates a new activity in Pipedrive

Update Activity

Updates an existing activity in Pipedrive

Delete Activity

Deletes an activity in Pipedrive

Create Deal

Creates a new deal in Pipedrive

Update Deal

Updates an existing deal in Pipedrive

Delete Deal

Deletes a deal in Pipedrive

App details

Microsoft OneDrive

OneDrive is a cloud storage service from Microsoft. Store, access, and share your files from anywhere, sync across devices, and integrate with other Microsoft tools for seamless collaboration.