Template: Convert new OneDrive PDF files into Oneflow contracts and email them via Microsoft Outlook (Zapier)

This Zap creates Oneflow contracts whenever a file is uploaded to a folder in OneDrive.

1. Trigger: New file in OneDrive

The Zap triggers whenever a new file is uploaded to a folder in the connected OneDrive account.

App & event

• Select OneDrive as the app.
• Event: Select New File in Folder.

Choose account

• OneDrive account: Select your connected OneDrive account.
  • The dropdown displays connected Microsoft accounts.
  • If the required account isn't listed, click + Connect a new account.

Set up trigger

• Folder: Select the folder in OneDrive to monitor for file uploads.
  • Navigate through the folder tree using the dropdown next to each folder name.
• Include file contents: Set this to No if your file size exceeds 100MB.

2. Filter: Filter files by type

This step filters files according to specific conditions.

You can customize the default filters or click Continue to proceed to the next action.

• Only continue if...
  • Name (text ends with): .pdf (default)
  • The Zap continues only if the uploaded file is a PDF.
  • You can modify these filters to use different criteria.

3. Action: Create contract in Oneflow

This step creates a new contract in Oneflow using the uploaded file from OneDrive.

App & event

• Select Oneflow as the app.
• Event: Select Create Contract.

Choose account

• Oneflow account: Select your connected Oneflow account.
  • If your account isn't listed, click + Connect a new account. Learn more: Connecting to Oneflow accounts.

Set up action

• Create contract as: Select the Oneflow user who will create the contract. The available Templates and Workspace options depend on the selected account.
• Contract name: Defaults to the uploaded document name with the prefix "Contract". You can customize this field.
• Workspace: Select the workspace where this contract will be created.
• Template: Select a template from your Oneflow account.

Data fields (optional)

• How many data fields to map: Enter the number of data fields you would like to configure (1–3).
  • The corresponding fields will appear below.
• Custom ID of field n: Select the Oneflow data field from the dropdown (lists all data fields from the selected template).
• Value of field n: Enter or map the value for the data field.

4. Action: Add attachment or expanded PDF in Oneflow

This step attaches the PDF from OneDrive to the Oneflow contract created in the previous step.

App & event

• Select Oneflow as the app.
• Event: Select Add Attachment or Expanded PDF.

Choose account

• Oneflow account: Select your connected Oneflow account.

Set up action

• Add attachments or expanded PDF as: Choose who performs this action.
  • Contract creator (default): Adds the attachment as the contract creator.
  • Another Oneflow user: Adds the attachment as another Oneflow user.
• File name: Defaults to the OneDrive file name. You can customize this field.
• File: Select the OneDrive file from the dropdown, or paste the public link to the OneDrive file.
  • File size must not exceed 20MB.
  • Supported file types: ASICE, KEY, RTF, BMP, NUMBERS, TIF, CSV, ODS, TIFF, DOC, PAGES, TXT, DOCX, PDF, XLS, DOTX, PNG, XLSB, GIF, PPSX, XLSM, JPEG, PPT, XLSX, JPG, PPTX, XML.
• Contract ID: Automatically populated from the previous step (step 3).
• Upload as: The PDF can be uploaded as an Attachment (default) or as an Expanded PDF section.

5. Action: Add participant in Oneflow

This step adds a participant to the contract.

App & event

• Select Oneflow as the app.
• Event: Select Add Participant.

Choose account

• Oneflow account: Select your connected Oneflow account.

Set up action

• Add new participant to contract as: Choose who performs this action.
  • Contract creator (default): Adds the participant as the contract creator.
  • Another Oneflow user: Adds the participant as another Oneflow user.
• Contract ID: Automatically populated from the previous step (step 3).
• Participant type: Choose the type of participant.
  • Individual (default): Adds an individual as a counterparty.
  • Colleague/Participant: Adds an owner-side party.
  • Company: Adds a company as a counterparty.

• Party ID (if participant type is colleague): Enter a unique identifier for the legal entity to which the participant belongs.
• Company name (if participant type is company): Enter the company name.
• Participant name: Enter the participant's name.
• Participant email: Enter the participant's email address.
• Role in contract:
  • Signatory (default): The participant must sign the contract.
  • Viewer: The participant can only view the contract.

6. Action: Send email in Microsoft Outlook

This step sends an automated email notification with a link to the contract.

App & event

• Select Microsoft Outlook as the app.
• Event: Select Send Email.

Choose account

• Microsoft Outlook account: Select your connected Microsoft Outlook account.

Set up action

• To: Enter up to five email addresses separated by commas.
• Subject: The email subject line. A default subject is provided. You can customize this field.
• Body (HTML or Plain): The email message content. A default template includes a link to the Oneflow contract.