Microsoft OneDrive is Microsoft's cloud storage service for secure file hosting and collaboration. Connecting to Cognito Forms turns submissions into organized files and folders - naming items from fields, attaching uploads, and keeping folders current.
Keep entries in OneDrive to speed collaboration, protect files, and reduce busywork.
- Faster sharing in M365
- Versioned file recovery
- Central, secure storage
Use this integration to:
- Automatically sync uploaded files to OneDrive
- Organize files into dynamic folders built from form data
- Archive entries as documents
How It Works
Cognito Forms can automatically send files uploaded through your forms directly to OneDrive-no third-party tools required. Once connected, any file submitted through a File Upload field is synced to your OneDrive account when an entry is created or updated.
- Open your form’s Build page and select a File Upload field.
- In the field settings, enable Sync Files to Cloud Storage.
- Select OneDrive as your storage provider and authorize access.
- Configure the file integration:
- Connected Folder – The folder in your OneDrive account where synced files will be sent.
- Folder Path – The subfolder structure within the connected folder. Click Insert Field to build a dynamic path using tokens like the form name or field name.
- File Name – The name applied to synced files. Use tokens to generate a dynamic file name, or leave as the default to use the original file name.
- Fields to Sync – The File Upload fields on this form that will sync files to OneDrive.
- Save the field settings.
Once saved, the integration is available across your organization and can be connected to other forms without re-authenticating. You can check the status of synced files at any time in the entry activity log.
Still need help? Check out our Sync Files to Cloud Storage support article.
- Log in to Zapier
- Access your Zapier dashboard
- Create a new Zap
- Click “Make a Zap”
- Set Cognito Forms as the trigger
- Choose “Cognito Forms” and select “New Entry” or “New File”
- Add OneDrive as the action
- Select “Microsoft OneDrive” → “Upload File”
- Connect your OneDrive account and choose a folder
- Map fields and files
- Link Cognito Forms fields and attachments to OneDrive file paths
- Test the Zap
- Submit a sample form entry to verify file upload
- Activate the Zap
- Turn on the Zap to enable continuous syncing
Still need help? Check out our Zapier support article.
- Log in to Make
- Access your Make dashboard
- Create a new scenario
- Click “Create a new scenario”
- Set Cognito Forms as the trigger
- Add “Watch New Entries” or “Watch Files” module for Cognito Forms
- Use the Create a Webhook / Choose a hook
- Connect your account and select the form
- Add OneDrive as the action
- Add “Upload a File” module for Microsoft OneDrive
- Connect your OneDrive account and choose the folder
- Map fields and files
- Align Cognito Forms fields and file attachments to OneDrive file names or folder paths
- Test the scenario
- Run a test entry in Cognito Forms and verify file upload in OneDrive
- Activate the scenario
- Save and enable the scenario for continuous automation
Still need help? Check out our Make support article.
- Log in to Power Automate
- Access your Power Automate dashboard
- Create an automated flow
- Click “Create → Automated cloud flow”
- Set Cognito Forms as the trigger
- Choose “When a new entry is submitted” trigger in Cognito Forms connector
- Add OneDrive as the action
- Select “Create file” or “Upload file” for OneDrive
- Sign in to your OneDrive account and choose a folder
- Map fields and files
- Map form data and file attachments to OneDrive file content and file name
- Test the flow
- Submit a form entry to confirm file upload in OneDrive
- Activate the flow
- Save and turn on the flow
Still need help? Check out our Microsoft Power Automate support article.