The Banza OneDrive connector for Creatio extends the platform’s file management functions by enabling seamless integration with external storage systems, including OneDrive or SharePoint. It allows users to store and access documents directly from Creatio while keeping data organized and synced with their company’s cloud infrastructure.

Use cases:

• Users can upload files from Creatio directly to OneDrive/Sharepoint, keeping Creatio lightweight while storing large volumes of documents in external cloud storage.

• Sales managers can save signed contracts or commercial offers from opportunity records in Creatio straight to designated OneDrive folders.

• Marketing teams can export campaign reports or creative materials from Creatio and store them in structured OneDrive directories for cross-team access.

• Customer service agents can archive case attachments from Creatio to OneDrive for long-term storage and compliance purposes.

• Organizations can centralize document management by automatically transferring files generated or attached in Creatio to shared OneDrive folders accessible across departments.

Notes:

The connector can also be used by organizations that use/intend to use SharePoint Office 365 as a Document Repository for Creatio.