Connect Raynet CRM and OneDrive to Build Intelligent Automations

Choose a Trigger

Raynet CRM

When this happens...

Choose an Action

OneDrive

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Trigger Record

Trigger Record

Triggers when a record is updated , created or deleted

New File

New File

Triggers when a new file is added.

New Folder

New Folder

Trigger when new folder is added.

Request a new Trigger for Raynet CRM

Do thisActions

Action is the task that follows automatically within your Raynet CRM integrations.

Modifying Call

Modifying Call

Modifying call data

Modifying Event

Modifying Event

Modifying event data

Modifying Letter

Modifying Letter

Modifying letter data

Modifying Task

Modifying Task

Modifying task data

Modifying Deal

Modifying Deal

Modifying deal data

Modifying Price List

Modifying Price List

Modifying price list data

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Frequently Asked Questions

How do I start an integration between Raynet CRM and OneDrive?

To start, connect both your Raynet CRM and OneDrive accounts to viaSocket. Once connected, you can set up a workflow where an event in Raynet CRM triggers actions in OneDrive (or vice versa).

Can we customize how data from Raynet CRM is recorded in OneDrive?

Absolutely. You can customize how Raynet CRM data is recorded in OneDrive. This includes choosing which data fields go into which fields of OneDrive, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Raynet CRM and OneDrive?

The data sync between Raynet CRM and OneDrive typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Raynet CRM to OneDrive?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Raynet CRM and OneDrive?

Yes, you can set conditional logic to control the flow of data between Raynet CRM and OneDrive. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Raynet CRM

About Raynet CRM

Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.

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OneDrive

About OneDrive

Microsoft OneDrive is a file hosting service operated by Microsoft. First released in August 2007, it allows registered users to store, share and sync their files. OneDrive also works as the storage backend of the web version of Microsoft 365 / Office.

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