OneDrive integration with Trackado
How to Add contracts to Trackado for new OneDrive files
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Add contracts to Trackado for new OneDrive files" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Trackado integrations
Trackado actions
Nekton can use any feature that is available in Trackado API.
Using our advanced AI, you can easily create custom automations for Trackado.
Here are some typical actions you can do in your automated workflows.
Create Contract Draft
Creates a contract draft in the inbox.
Event Reminder Due or Overdue
Triggers when an event's reminder is due today or overdue.
About Trackado
Trackado is an easy-to-use contract management platform allowing you to sign, store and monitor your contracts.