Using Microsoft OneDrive actions in action flows

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Summary: ◀▼

You can connect OneDrive to action flows to automate file and folder management tasks like searching and creating items. Use a dedicated service account for connections and authorize necessary permissions. Available actions include searching files or folders and creating files or folders, with options to specify names, content, and locations. This integration helps streamline collaboration and workflow automation across platforms.

By connecting the action builder to external systems, such as Microsoft OneDrive, admins can integrate Zendesk with external systems in automated workflows, improving collaboration and maintaining a seamless experience across multiple platforms.

Note: The steps associated with external systems in action flows are referred to collectively as external actions.

This article contains the following topics:

Connecting OneDrive to action builder
Using OneDrive actions in action flows

Connecting OneDrive to action builder

Before you can include external actions in your action flows, you must connect the action builder to the external system.

When connecting to external systems for use in action flows, the following best practices are recommended:

All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it's a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.
All integrations request access to necessary scopes. However, it's important that you review and validate the scopes before authorizing the connection to the external system.
When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.

To connect action builder to OneDrive

In Admin Center, click Apps and integrations in the sidebar, then select Actions > Action flows.
Create or edit an action flow.
Open the step sidebar.
Under External actions, click OneDrive.
Click Connect.
Follow OneDrive's prompts to authenticate and complete the connection.
The https://graph.microsoft.com/Files.ReadWrite scope must be authorized during the connection process.

Note: All external actions performed by an action flow are attributed to the user who connected the external system. Therefore, it is a best practice to use a dedicated service account rather than personal credentials when connecting to each external system.

After you've connected to the system, you'll see an indicator that it's connected and details about the instance you're connected to, as well as the actions available for OneDrive.

Using OneDrive actions in action flows

OneDrive action steps can be used to create and search files and folders.

The following OneDrive actions are available:

Search file
Search folder
Create file
Create folder

Searching files

Use the Search file action to search files.

This action has the following inputs and outputs:

	Variables
Inputs	Required: `File name` Optional: `Match type`, `Custom query`, `Parent folder ID`
Output	File metadata

Searching folders

Use the Search folder action to search folders.

This action has the following inputs and outputs:

	Variables
Inputs	Required: `File name` Optional: `Match type`, `Custom query`, `Parent folder ID`
Output	Folder metadata

Creating files

Use the Create file action to create files.

This action has the following inputs and outputs:

	Variables
Inputs	Required: `File name`, `File content` Optional: `Overwrite`, `Parent folder ID`
Output	File metadata

Creating folders

Use the Create folder action to create folders.

This action has the following inputs and outputs:

	Variables
Inputs	Required: `Folder name` Optional: `Parent folder ID`, `Rename` (if it exists)
Output	Folder metadata