Yes. Krokul CRM integrates with OneDrive and SharePoint. Each deal gets a folder in the document library you choose. Every invoice, quote or contract issued in Krokul is saved there as a PDF, and files your team adds to the folder appear in the deal as links. The flows run through the Krokul app in Zapier, Make, n8n or Albato, or through Microsoft Graph with the Krokul API and webhooks.
Automation platformsZapierMaken8nAlbato
When a deal is created, the connector creates a folder named after its number and client in the document library of the sales site, with an organisation sharing link. The folder link sits in the attachments, and Krokul stores the folder id with the deal, so a rename keeps the link.
An invoice or contract issued in Krokul is rendered to PDF and uploaded to the deal folder with the document number in the file name. A new version of the document adds a new file, so the library keeps the full history of what the client received.
An engineer saves a drawing into the deal folder from the SharePoint site or a synced OneDrive folder. Microsoft Graph notifies Krokul about the change in the drive, and the new file appears in the deal attachments with its name and author.
Accounting keeps a client list in SharePoint. With the Krokul app in Zapier, the trigger Company Created and the SharePoint action Create List Item add each new client company with its tax number and manager, without giving accounting a CRM seat.
| OneDrive and SharePoint | Direction | Krokul | When |
|---|---|---|---|
| Folder and sharing link (driveItem) | Krokul → SharePoint or OneDrive | Deal; link in the attachments | A deal is created |
| PDF file in the deal folder | Krokul → SharePoint or OneDrive | Issued document and its versions | A document is issued or gets a new version |
| New or changed file in the deal folder | SharePoint or OneDrive → Krokul | File link on the deal | Graph change notification on the drive |
| List item | Krokul → SharePoint | Client company | Krokul app trigger Company Created |
| New List Item | SharePoint → Krokul | Deal | SharePoint trigger with the Krokul action Create Deal |
Yes. Krokul integrates with SharePoint and OneDrive through the Krokul app in Zapier, Make, n8n and Albato, and through its API and webhooks.
No. Krokul keeps a link to each file and folder. The file stays in SharePoint or OneDrive with its own permissions.
Yes. You choose a site and a document library for the deal folders, so the folders belong to the team.
Krokul shows the link only to people who can see the deal. Opening the folder is decided by SharePoint sharing and site membership.
Files stay in SharePoint and OneDrive with their own permissions. Krokul stores links to them. Who can open a folder is decided by SharePoint sharing and site membership.
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OneDrive and SharePoint are trademarks of Microsoft Corporation. Krokul is not affiliated with Microsoft.