An automated workflow using zapier
Connects GoCanvas + OneDrive
Save your GoCanvas PDFs in OneDrive
About this workflow template
This automation scenario allows you to connect GoCanvas and OneDrive
It can be build using Zapier, a no-code workflow automation tool. Zapier allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
GoCanvas and OneDrive can also be integrated using automation tools other than zapier:
Diagram
How it works?
When this trigger fires in GoCanvas
New Submission in GoCanvas
Triggers when a new submission is uploaded to GoCanvas for the specified app.You should have a submission to get the dynamic fields.
Then this action happens in OneDrive
Upload File in OneDrive
Upload an existing file or attachment not bigger than 60 MB.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Save your GoCanvas PDFs in OneDrive.
Part I
Configure Applications
First, we need to connect GoCanvas and OneDrive to Zapier.
Create Zapier account.
Create Zapier account if you don't have one.
Connect GoCanvas to Zapier.
Give Zapier access to your GoCanvas account, using GoCanvas credentials.
Connect OneDrive to Zapier.
Give Zapier access to your OneDrive account, using OneDrive credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Zapier.
Set up a Trigger action for GoCanvas
Choose the following trigger: New Submission (Triggers when a new submission is uploaded to GoCanvas for the specified app.You should have a submission to get the dynamic fields.).
Then set up an Action for OneDrive
Choose this action: Upload File (Upload an existing file or attachment not bigger than 60 MB.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between GoCanvas and OneDrive.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Save your GoCanvas PDFs in OneDrive!
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triggerbyiftttNew file matching search in folder
This trigger fires every time a new file whose filename or file contents contains the words you specify is added to the folder you specify
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Create dispatch
Creates a GoCanvas Dispatch. Make sure Dispatch is enabled for your GoCanvas App.
actionbyzapierSync reference data with google sheets
Sync the selected Reference Data file with Google Sheets
actionbyzapierDelete dispatch
Deletes an existing Dispatch. You must know the "Description" of the Dispatch you want to delete.
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Creates a new dispatch.
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Deletes a dispatch.
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Retrieves an existing dispatch.
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Apps you need
OneDrive, Microsoft's file sync app, offers seamless access to your files across devices. Store, edit, and manage your important documents, photos, and videos securely in the cloud.
Zapier simplifies busy people's lives by automating web app data transfers, reducing tedious tasks, and allowing teams to collaborate effortlessly. With over 5,000 popular apps connected, it's never been easier to streamline your workflow.
