Using Microsoft OneDrive actions in action flows

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<p id="docs-hc-snippet" style="display: none;">Before you can include external actions in your action flows, you must connect the action builder to the external system.</p>
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<p id="docs-ai-summary-toggle">Summary: <span id="up-triangle">◀</span><span id="down-triangle">▼</span></p>
<p id="docs-ai-summary-content">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.</p>
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<div class="p">By connecting the <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855513857306" target="_blank">action builder</a> 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.<div class="note" id="zug_action_flow_external_OneDrive__note_i2z_jtz_v3c">
<span class="notetitle">Note:</span> The steps associated with external systems in
action flows are referred to collectively as <em class="ph i">external actions</em>.</div>
</div>
<div class="p">This article contains the following topics:<ul class="ul" id="zug_action_flow_external_OneDrive__ul_ysp_sn4_zgc">
<li class="li"><a class="xref" href="#topic_fcs_gtn_g3c">Connecting OneDrive to action builder</a></li>
<li class="li"><a class="xref" href="#topic_z1q_htn_g3c">Using OneDrive actions in action flows</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title2" class="topic nested1" id="topic_fcs_gtn_g3c">
<h2 class="title topictitle2" id="ariaid-title2">Connecting OneDrive to action builder</h2>
<div class="body">
<p class="p">Before you can include external actions in your action flows, you must connect the
action builder to the external system.</p>
<div class="p">When connecting to external systems for use in action flows, the following best practices are recommended:<ul class="ul" id="topic_fcs_gtn_g3c__d8e13">
<li class="li">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.</li>
<li class="li">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.</li>
<li class="li">When managing credentials for API key-based tools, such as OpenAI, it's best to store keys in a secure vault or credential manager.</li>
</ul>
</div>
<div class="p">
<strong class="ph b">To connect action builder to OneDrive</strong><ol class="ol" id="topic_fcs_gtn_g3c__ol_psh_lk4_zgc">
<li class="li"><span class="ph">In <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/4581766374554#topic_hfg_dyz_1hb" target="_blank">Admin Center</a>, click <img class="image" src="https://zen-marketing-documentation.s3.amazonaws.com/docs/en/ac_apps_integrations_icon.png">
<strong class="ph b">Apps and integrations</strong> in the sidebar, then select <strong class="ph b">Actions &gt; Action
flows</strong>.</span></li>
<li class="li">
<a class="xref" href="https://support.zendesk.com/hc/en-us/articles/8855601898266" target="_blank">Create</a> or <a class="xref" href="https://support.zendesk.com/hc/en-us/articles/9052312956570" target="_blank">edit</a> an action flow.</li>
<li class="li">Open the step sidebar.</li>
<li class="li">Under <strong class="ph b">External actions</strong>, click <strong class="ph b">OneDrive</strong>.</li>
<li class="li">Click <strong class="ph b">Connect</strong>.</li>
<li class="li">Follow OneDrive's prompts to authenticate and complete the connection.<p class="p">The
<code class="ph codeph">https://graph.microsoft.com/Files.ReadWrite</code> scope
must be authorized during the connection process.</p>
<div class="note" id="topic_fcs_gtn_g3c__note_ilr_mtz_v3c">
<span class="notetitle">Note:</span> 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.</div>
</li>
</ol>
</div>
<p class="p">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.</p>
</div>
</div>
<div aria-labelledby="ariaid-title3" class="topic nested1" id="topic_z1q_htn_g3c">
<h2 class="title topictitle2" id="ariaid-title3">Using OneDrive actions in action flows</h2>
<div class="body">
<p class="p">OneDrive action steps can be used to create and search files and folders.</p>
<div class="p">The following OneDrive actions are available:<ul class="ul" id="topic_z1q_htn_g3c__ul_jby_q44_zgc">
<li class="li"><a class="xref" href="#topic_lck_r44_zgc">Search file</a></li>
<li class="li"><a class="xref" href="#topic_fdn_25z_v3c">Search folder</a></li>
<li class="li"><a class="xref" href="#topic_epg_35z_v3c">Create file</a></li>
<li class="li"><a class="xref" href="#topic_vmc_h5z_v3c">Create folder</a></li>
</ul>
</div>
</div>
<div aria-labelledby="ariaid-title4" class="topic nested2" id="topic_lck_r44_zgc">
<h3 class="title topictitle3" id="ariaid-title4">Searching files</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search file</em> action to search files.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_lck_r44_zgc__table_dgb_n11_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e206" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e208" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e206" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e208" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">File name</code><p class="p">Optional:
<code class="ph codeph">Match type</code>, <code class="ph codeph">Custom
query</code>, <code class="ph codeph">Parent folder
ID</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e206" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e208" style="text-align:left;vertical-align:top;">File metadata</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title5" class="topic nested2" id="topic_fdn_25z_v3c">
<h3 class="title topictitle3" id="ariaid-title5">Searching folders</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Search folder</em> action to search folders.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_fdn_25z_v3c__table_alq_bb1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e281" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e283" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e281" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e283" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">File name</code><p class="p">Optional:
<code class="ph codeph">Match type</code>, <code class="ph codeph">Custom
query</code>, <code class="ph codeph">Parent folder
ID</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e281" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e283" style="text-align:left;vertical-align:top;">Folder metadata</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title6" class="topic nested2" id="topic_epg_35z_v3c">
<h3 class="title topictitle3" id="ariaid-title6">Creating files</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create file</em> action to create files.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_epg_35z_v3c__table_v3p_db1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e356" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e358" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e356" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e358" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">File name</code>, <code class="ph codeph">File
content</code><p class="p">Optional: <code class="ph codeph">Overwrite</code>,
<code class="ph codeph">Parent folder ID</code></p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e356" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e358" style="text-align:left;vertical-align:top;">File metadata</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
<div aria-labelledby="ariaid-title7" class="topic nested2" id="topic_vmc_h5z_v3c">
<h3 class="title topictitle3" id="ariaid-title7">Creating folders</h3>
<div class="body">
<p class="p">Use the <em class="ph i">Create folder</em> action to create folders.</p>
<p class="p">This action has the following inputs and outputs:</p>
<div class="p">
<div class="tablenoborder">
<table border="1" cellpadding="4" cellspacing="0" class="table" frame="border" id="topic_vmc_h5z_v3c__table_qq5_fb1_w3c" rules="all" summary="">
<colgroup>
<col>
<col>
</colgroup>
<thead class="thead" style="text-align:left;">
<tr class="row">
<th class="entry cellrowborder" id="d89e432" style="text-align:left;vertical-align:top;"> </th>
<th class="entry cellrowborder" id="d89e434" style="text-align:left;vertical-align:top;">Variables</th>
</tr>
</thead>
<tbody class="tbody">
<tr class="row">
<td class="entry cellrowborder" headers="d89e432" style="text-align:left;vertical-align:top;">Inputs</td>
<td class="entry cellrowborder" headers="d89e434" style="text-align:left;vertical-align:top;">Required: <code class="ph codeph">Folder name</code><p class="p">Optional:
<code class="ph codeph">Parent folder ID</code>,
<code class="ph codeph">Rename</code> (if it exists)</p>
</td>
</tr>
<tr class="row">
<td class="entry cellrowborder" headers="d89e432" style="text-align:left;vertical-align:top;">Output</td>
<td class="entry cellrowborder" headers="d89e434" style="text-align:left;vertical-align:top;">Folder metadata</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
</div>
</div>
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