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OneDrive Integration

ApproveThis manages your OneDrive Integration approvals.

April 17, 2025

Integration Category: Files Microsoft

When Approval Meets Cloud Storage

Let's cut through the corporate speak: combining ApproveThis with OneDrive isn't about "synergy" or "digital transformation." It's about fixing the endless email chains where Janet from accounting loses invoice PDFs and Steve from legal forgets which contract version needs signing. For companies between 50-5,000 employees drowning in spreadsheets and shared drives, this integration through Zapier turns document approvals from reactive fire drills into a process that actually works.

Why This Combo Works for Grown-Up Companies

OneDrive (Microsoft's file hub) stores your stuff. ApproveThis tells people what to do with it. Together through Zapier, they handle the unsexy but critical work of:

  • Auto-routing new contracts/POs/invoices to the right approvers
  • Version controlling without the "FINAL_FINAL_v3" filename madness

Key differentiator? Approvers don't need OneDrive licenses. Huge for external partners or contractors who shouldn't have access to your entire Microsoft ecosystem just to sign off on a single SOW.

Real Workflows for Actual Humans

Use Case 1: The Paper Trail That Follows Itself

Zap: New OneDrive file → Create ApproveThis request

Marketing agencies: Imagine every new client creative brief uploaded to OneDrive automatically pings your creative director + account lead for approval. No more Slack pings asking "Did you get the updated brief?"

ApproveThis adds: Calculated fields to auto-flag budgets exceeding $10K, vacation delegation so absent approvers don't bottleneck the process.

Use Case 2: Approval-First, Storage-Second

Zap: New ApproveThis request → Create OneDrive folder with all related files

Manufacturing example: QA team approves a new component spec. Approved files auto-organize into OneDrive folders named "Approved_Suppliers/[Vendor Name]/2024" instead of living in someone's inbox.

Bonus: Approval thresholds auto-approve small change orders without committee meetings.

Use Case 3: Closing the Loop

Zap: ApproveThis decision → Update OneDrive file permissions

Legal teams: Denied contract? Automatically revoke external collaborator access in OneDrive. Approved? Grant edit rights to the executing parties. Makes NDAs actually enforceable.

Department-Specific Wins

HR & People Ops

New hire offer letters in OneDrive trigger ApproveThis workflows requiring sign-off from department head, compensation team, AND legal. All versions stored in candidate-specific folders. 70% faster onboarding than chasing VPs to check their email.

Finance Teams

AP clerks upload invoices to OneDrive → Auto-route based on amount. Under $5K? Auto-approved via thresholds. Over? Route to budget owner with real-time visibility into remaining department funds via calculated fields.

External Collaborations

Architecture firms: Clients upload spec changes to shared OneDrive. ApproveThis pings internal engineers + external partners. Decisions logged with timestamps and comments accessible via client portal. No more "I thought we agreed on that last week" disputes.

Setting This Up Without the Usual Hassle

Zapier's the glue here. If you can handle IKEA furniture assembly, you can handle this:

  1. Connect ApproveThis and OneDrive to your Zapier account
  2. Pick your trigger ("When X happens in App Y")
  3. Choose the resulting action ("Then do Z in App A")
  4. Test with real files/requests

Pro tip: Use ApproveThis' calculated fields to auto-classify OneDrive files by type (e.g., "Contract", "Invoice_2024") for smarter routing.

What You're Really Solving

This isn't about tech for tech's sake. It's about:

  • Killing the "Who has the latest version?" meeting
  • Making audit trails actually useful instead of spreadsheet theater
  • Letting approvers work in email if they want (no new logins)

The hidden benefit? When documents and approvals live in separate systems, you get natural checks/balances. Finance can't "accidentally" edit an approved budget doc after sign-off if permissions auto-update.

When Not to Use This

If your team lives in Google Workspace, maybe look elsewhere. This integration plays best with Microsoft-centric orgs. Also not magic—garbage approval processes in will still be garbage out. Fix your human workflows first.

Bottom Line for Decision Makers

ApproveThis + OneDrive via Zapier works because it answers two questions every manager has:

1. "Where's the document?"
2. "Who needs to sign off on it?"

For companies where critical files live in OneDrive but decisions happen elsewhere, this integration cuts approval cycle times by about 40% based on typical use cases. Not bad for something that takes an afternoon to set up.

Next Steps for the Chronically Busy

If you've got OneDrive filled with files that need human decisions, ApproveThis acts as the traffic cop. No more "I'll just Slack the link to Jim" workflows. Book a 15-minute demo or start a free trial. Worst case? You'll finally understand why accounting keeps "losing" those vendor contracts.

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Integrate with OneDrive Integration and get 90 days of ApproveThis for free.

After you create a Zapier integration, please email us at support@approve-this.com with your account name and we'll add 3 months of ApproveThis to your account. Limit one redemption per account.

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Best Approval Workflows for OneDrive

Suggested workflows (and their Zapier components) for OneDrive

Upload files to OneDrive for new approval requests in ApproveThis

Easily manage documentation linked to workflow requests by integrating OneDrive with ApproveThis. This automation uploads related files to OneDrive whenever a new approval request is initiated on ApproveThis, ensuring all relevant documents are organized and easily accessible.

Zapier Components

Trigger

New request

Triggers when a new approval request workflow is initiated.

OneDrive Logo

Action

Upload file

Upload an existing file or attachment not bigger than 60 MB.

Initiate ApproveThis requests for new files in OneDrive

Streamline your approval processes by automatically creating requests in ApproveThis for every new file added to OneDrive. This ensures that all new documents go through the necessary approval workflows, helping you maintain control and compliance.

Zapier Components

OneDrive Logo

Trigger

New file

Triggers when a new file is added in a folder.

Action

Create request

Creates a new request, probably with input from previous steps.

Create OneDrive folders for completed approval requests

Organize your project's files efficiently by creating a dedicated OneDrive folder each time a request in ApproveThis is approved or denied. This automation helps you keep track of documents related to finalized approvals.

Zapier Components

Trigger

A request is approved/denied

Triggers when a request is approved or denied.

OneDrive Logo

Action

Create folder

Creates a new folder.