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Zap to Add Row in Excel Spreadsheet located on Group OneDrive or Sharepoint online

  • March 11, 2021
  • 29 replies
  • 2091 views

I am trying to set up a Zap which pulls data from Clio into an Excel Spreadsheet which is located in a Business Group OneDrive or Sharepoint online.   I have no issue pulling the data from Clio and can push it into a Google Sheet or an Excel spreadsheet on a personal (not shared) onedrive.  But I don’t seem to find the way to access the group onedrive folders to be able to push there.  Any help appreciated.

Best answer by SamB

Hi folks! 👋

Sorry we missed your messages here previously, @Online, @Joseph Esposito and @Syndesus_Stacey! Just popping by with a quick update to confirm that this feature request has been implemented. 😁🎉

In case you missed the recent email notification that went out, here’s what you need to know:

“We have now added support for this, via several new features:

We added a new trigger, New Shared Item, which triggers any time a file or folder is directly shared with you. Please note that this will not fire if a file or folder is only created within a folder that is shared with you. If you wish to trigger on such files and folders, you need to explicitly select the folder you wish to monitor in the trigger via the Folder input field.

For searches and actions, we have added a "Shared Folder" input field to Find Folder, Find File, Create New Text File, Upload File, and Create Folder. Generally, you can only choose one folder, either a folder within your drive (set via the "Folder" input field) or a folder shared with you (set via the "Shared Folder" input field). If you select both, the step will immediately error, as we can only use one at a time.”


Please do give those new trigger and actions a try and get in touch if you run into any issues on that at all. In the meantime, happy Zapping! ⚡

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

29 replies

  • New
  • April 18, 2024

 

For searches and actions, we have added a "Shared Folder" input field to Find Folder, Find File, Create New Text File, Upload File, and Create Folder...

 

Hi SamB, 
Thanks for your reply which seems to say we can now create a Spreadsheet or add a row to an Excel sheet in a shared Sharepoint site / team.  Is that correct?  I can’t seem to find this “Shared Folder” input field - which app is it in?  In the Microsoft Excel app I still see the message for Storage Source saying “If Sharepoint is picked, subsequent folders that would be listed are ONLY folders in the default Sharepoint site. Other custom Sharepoint sites are currently not supported.”

 

This is a much needed feature for me.  Thanks!


SamB
Community Manager
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  • Community Manager
  • Answer
  • December 13, 2023

Hi folks! 👋

Sorry we missed your messages here previously, @Online, @Joseph Esposito and @Syndesus_Stacey! Just popping by with a quick update to confirm that this feature request has been implemented. 😁🎉

In case you missed the recent email notification that went out, here’s what you need to know:

“We have now added support for this, via several new features:

We added a new trigger, New Shared Item, which triggers any time a file or folder is directly shared with you. Please note that this will not fire if a file or folder is only created within a folder that is shared with you. If you wish to trigger on such files and folders, you need to explicitly select the folder you wish to monitor in the trigger via the Folder input field.

For searches and actions, we have added a "Shared Folder" input field to Find Folder, Find File, Create New Text File, Upload File, and Create Folder. Generally, you can only choose one folder, either a folder within your drive (set via the "Folder" input field) or a folder shared with you (set via the "Shared Folder" input field). If you select both, the step will immediately error, as we can only use one at a time.”


Please do give those new trigger and actions a try and get in touch if you run into any issues on that at all. In the meantime, happy Zapping! ⚡


Syndesus_Stacey

Hello! I would share a workaround that one of our customers was able to use successfully to get around this limitation, in case it’s helpful for you all.
They used Microsoft's Power Automate's template to copy a shared file to their own account. Here is a screenshot of how they configured the template: 

This copies the file from Sharepoint locally, but does it go the other way?


Syndesus_Stacey

Another vote for this capability.

We use Teams extensively and having access to the

<TEAM>/Documents/Folder would be extremely beneficial.

for sure we can work around it by sharing a folder in a personal OneDrive directory but that isn’t optimal.


Joseph Esposito

@christina.d  Has this bug been fixed? this identified issue has been outstanding for what seems to be two years. May you also add me to the recipient list?


Online
  • New
  • April 28, 2023

Hello, I have created a Zap that if an Article is added to any feedly board, create a row in excel file which is located on onedrive. Now, the problem is that the Zap is successful but there is no entry in the excel file. It is still empty. Could you please enlighten what can be the problem?


christina.d
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  • Zapier Staff
  • April 11, 2023

Thanks - I’ve got you added, @JTHOM6. Also replied to your other topic as well. 🙂


JTHOM6
  • Beginner
  • April 11, 2023

Add me too please. @JTHOM6 


NadiaW
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  • Zapier Staff
  • March 10, 2023

Hello! I would share a workaround that one of our customers was able to use successfully to get around this limitation, in case it’s helpful for you all.
They used Microsoft's Power Automate's template to copy a shared file to their own account. Here is a screenshot of how they configured the template: 


christina.d
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  • Zapier Staff
  • January 11, 2022

Thanks for reaching out. I’ve got your vote added to that feature request, @Wolfgang H.!


  • New
  • January 10, 2022

Hi @jgillman,

 

Andrew is correct, the OneDrive integration won’t work yet with shared/group folders. I’ve added your email address to the feature request for that, so you’ll be notified if/when it is available!

Please Add me as well!!!


christina.d
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  • Zapier Staff
  • December 21, 2021

You got it, @ericg! I’ve got your vote added and we’ll be sure to keep you in the loop as soon as we know more. 🙂


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  • Tinkerer
  • December 20, 2021

Take my vote please!


christina.d
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  • Zapier Staff
  • October 27, 2021

Thanks for reaching out, @kaiarter! I’ve got your vote added and you’re all set. 🙂We’ll be sure to send an email and update this thread once we know more! 


  • New
  • October 27, 2021

Please add a vote from and add me to the email list to inform me once implemented.  This would be a huge help to me.


SamB
Community Manager
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  • Community Manager
  • September 23, 2021

Welcome to the Community, @marysavage! :)

Happy to confirm that your vote has been added to the list. You’ll get notified by email when that feature has been added! 


  • New
  • September 22, 2021

Please add me to the list be notified once this feature is implemented.


SamB
Community Manager
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  • Community Manager
  • September 17, 2021

Hey @andy.h

We’ve added your vote and can confirm that you’ll receive an email notification from us as soon this feature request has been implemented. :)


  • New
  • September 17, 2021

Please add a vote from and add me to the email list to inform me once implemented


SamB
Community Manager
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  • Community Manager
  • September 9, 2021

Welcome @Harris Karatzetzos! :)

I’ve added your vote for this feature request as well. We’ll be in touch by email once it’s been implemented! 


Id also like to be added to the vote for this level of integration. Indeed ive been invited to another companies sharepoint, as they would like me to live update rows in a sheet in a shared folder.


christina.d
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  • Zapier Staff
  • August 20, 2021

Hi there @aims2020. We don’t currently have a solution for this in place but I’ve gone and added your vote to the feature request as well! 🙂


  • New
  • August 20, 2021

Hi, @Danvers! Is this still the case? 

If so, are there any workarounds to use Zapier to access files in a shared OneDrive/Sharepoint? Maybe through Web Hooks?

 

Thank you!


Danvers
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  • Zapier Staff
  • July 14, 2021

Thanks for your reply, @Joydancer81, I’ve added you to that feature request 🙂


@Matt_Boyden Add us as well, please, to be notified if/when this is available. Thank you!

Please add me, too! :) Thanks in advance!