Integrate with OneDrive
Upload files to Drive and create new folders straight from the Next Matter workflow.
Before you begin
- Make sure you first connect OneDrive in your Next Matter portal.
In your Next Matter portal, go to Automations library, and click Connect for Microsoft OneDrive.
- Get your OneDrive drive ID. You'll need it in the step configuration. To get the ID:
- Sign in to https://developer.microsoft.com/graph/graph-explorer.
- Select GET as the method, and provide the following URL:
GET https://graph.microsoft.com/v1.0/users/{user-id}/drives
Alternative endpoints
GET /groups/{groupId}/drives //To fetch the drives within a group
GET /sites/{siteId}/drives //To fetch drives for a particular site
GET /me/drives //To list the current user's drive
For information on how to find site ID, see Create a list in Sharepoint.
- View the JSON response for the value of the id parameter.
- It might also happen that a placeholder can be replaced by a data reference of the data provided in one of the previous steps. That's why it's a good idea to learn more about Data references.
Good to know: Check out our ready-made templates available when you add a step and select Templates > 3rd party templates. You can use the templates to create a set of pre-configured steps.
Need a specific template? Click the Contact us button in the top right of the page and let us know.
Upload a file to OneDrive
- In your Next Matter workflow, click +Add step and select Integration > Custom integration.
- Click Settings to configure the step.
- Select Microsoft OneDrive in Authorization.
- Enter the following details:
- Method: PUT
- URL:
https://graph.microsoft.com/v1.0/drives/DRIVE_ID/items/PARENT_ID:/FILE_NAME:/content
The
PARENT_ID
is the name of the parent (folder) directory that the file will be inserted to. - Body type: Binary
- In the Body enter the data reference to the file you want to upload.
- Save your changes.
Create a new folder in OneDrive
-
In your Next Matter , click +Add step and select Integration > Custom integration.
-
Click Settings to configure the step.
-
Select Microsoft OneDrive in Authorization.
-
Enter the following details:
- Method: PUT
- URL:
https://graph.microsoft.com/v1.0/drives/DRIVE_ID/items/PARENT_FOLDER_ID/children
You can find the info on how to find the DRIVE_ID in the Before you begin section. The PARENT_FOLDER_ID is the name of the parent folder. It might also beroot
. - Headers: Content-Type: application/json
- In the Body enter the name of the folder to create. For example:
{ "name": "FOLDER_NAME",//replace the placeholder with the name of your folder "folder": {} }
-
Add a folder ID variable with the value of
$.id
. -
Save your changes.
Copy a file from one folder to the next
-
In your Next Matter workflow, click +Add step and select Integration > Custom integration.
-
Click Settings to configure the step.
-
Select Microsoft OneDrive in Authorization.
-
Enter the following details:
- Method: POST
- URL:
https://graph.microsoft.com/v1.0/me/drive/items/SOURCE_FOLDER_NAME/FILE_NAME:/copy
- Headers: Content-Type: application/json
- In the Body enter the name of the folder to create. For example:
{
"parentReference": {
"path": "drive/root:/DESTINATION_FOLDER_ID"/ you can find the ID by using Search File or Folder in Microsoft
},
"name": "NEW_FILE_NAME"//enter a new name for the copied file
}
- Save your changes.
Updated 2 months ago