Use Microsoft OneDrive with Titan Flow

Business Background

Organizations that use Microsoft 365 often store working documents in OneDrive. When Titan Flow generates or collects files, teams need a reliable way to place those files into the correct OneDrive folders without manual uploads. The OneDrive node provides this by sending documents directly to an existing OneDrive folder structure during the flow.

Titan Solution

With the OneDrive integration in Titan Flow, you can upload files to a specific folder path in OneDrive and return the file URL for later steps in your automation. The node supports both static and dynamic folder paths, multiple file uploads, and saving the returned URL to a project variable for use in Salesforce or other actions.

Using the OneDrive integration, you will be able to do the following:

• Select the folder path on your OneDrive where the files will be stored, using either a static or dynamic path.
• Select the files you want to upload. You can upload single or multiple files.
• Get the URL from your stored files in OneDrive. You will then be able to save it to Salesforce, send it by email, and do many other actions on your Titan Flow. 

Prerequisites

Before configuring the OneDrive node, ensure the following:

• Microsoft 365 authentication is completed under Titan Integrations
• The OneDrive account contains the folders you plan to use
• Folder names and paths match exactly, as Titan cannot create new folders

How to Guide

Learn more about Titan’s integration with Microsoft Word and Excel.

1. Click the + sign. The Add Node screen opens.

2. Click the Integrations option.
3. Click the OneDrive option.
4. Click the Next button. The Add Node/OneDrive screen opens.

5. Click the Path to folder drop-down list. This can be a new folder or an existing folder on your OneDrive. The options are:
   • Static. Type in your folder name or path.
   • Field. Select your project variable containing the folder name or path. (To see how to create a project variable, click here: Create a variable.)

Folder Path Requirements:
The OneDrive path must follow this structure:
folder_name/sub_folder_name/sub_folder_name

• All folders must already exist in OneDrive.
• Titan will not create missing folders.
• Ensure static values and dynamic variables match your exact folder structure.

Examples:

• Contracts
• Contracts/2025/Renewals
• Variable example: ClientDocs/ACME/Invoices

6. Click the Files to upload from the drop-down list.
   These are the document generation templates you configured in Configure documents to upload.
7. Click a file option to select it.
8. Click the Store link to drop-down list. This is the project variable to which the file URL will be returned (To see how to create a project variable, click here: Create a variable.)
9. Click an option to select it.
10. Click the Next button. The Add Mode/OneDrive screen opens.

11. Change the tag in the field, if necessary. This tag will show on the map.
12. Click the Insert button. 

OneDrive is integrated with Titan Flow.

Common Errors

Folder not found
Your folder path does not exist in OneDrive. Confirm spelling and nested structure.

Authentication failed
Reauthenticate Microsoft 365 under Platform → Integrations.

File not uploaded
Check file type, file size, or OneDrive storage availability.