Connect ClickUp and OneDrive integrations
Connect ClickUp and OneDrive with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like ClickUp and OneDrive to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.


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Build your ClickUp and OneDrive integrations.
Create custom ClickUp and OneDrive workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds tag to a task.
Adds time tracked to a task.
Adds a dependency to a task.
Copies a file into new folder location.
Adds new checklist to a specific task.
Creates an item in a checklist.
Creates new folder for specific space.
Creates a folderless list.
Creates new workspace goal.
Popular ClickUp and OneDrive workflows.
Looking to get more out of ClickUp and OneDrive? With Make you can visually integrate ClickUp and OneDrive into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Extract data from documents in OneDrive and download CSV/XLSX
Monitor a OneDrive folder for new PDF or image files, and automatically send them to Koncile’s OCR engine for data extraction. Select the specific fields you want to extract in your Koncile template (e.g. invoice number, dates, client info, contract clauses). Documents are processed in real time or at scheduled intervals. This template is ideal for automating workflows in finance (invoice OCR), HR (payslips, contracts), legal, or compliance (KYC). Once processed, the data extracted can be exported in structured formats (CSV, Excel, JSON), used in dashboards, or sent to tools like Google Sheets, Airtable or Notion. ⚡ This is a predefined template that simplifies the setup of your scenario. You can customize it as needed to match your exact use case.
TRY IT ->Monitor Microsoft email messages, download attachments, and upload files to OneDrive
Automatically monitor Microsoft email messages, download attachments, and upload files to OneDrive for streamlined file management and organization.
TRY IT ->Create a task in ClickUp from a Plumsail form submission
Automatically create a task in ClickUp from new Plumsail form submissions. The task is populated with the submission data.
TRY IT ->Create ClickUp tasks from new Google Sheets spreadsheet rows
Automatically create new tasks in ClickUp every time there is a new row in Google Sheets. Use this [example spreadsheet](https://bit.ly/2JqTH7q) for a quick and simple setup.
TRY IT ->Create Excel and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Excel and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->Create Word and PDF documents with Plumsail from Jotform data
Automate the generation of documents in your company: create DOCX and PDF files from a template using Plumsail Documents. The scenario is started when a form is submitted in Jotform. Files will be saved in OneDrive. This works equally well with SharePoint, Dropbox, Google Drive, and other storage platforms. You can use it to create applications, orders, invoices, etc.
TRY IT ->Create Word and PDF documents with Plumsail and send them in Outlook
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through Outlook.
TRY IT ->Protect new PDF files in OneDrive using Plumsail Documents
When a new PDF file is added to OneDrive, secure it with a password, enable or disable printing, modification, extracting data, annotations, and store a copy in another OneDrive folder.
TRY IT ->Create Word and PDF documents with Plumsail and send them in SendGrid
Run this scenario manually to create Word and PDF files with Plumsail Documents. It uses a template stored in OneDrive and sends an email with the documents through SendGrid.
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