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Add a new OneDrive connection
Add a new OneDrive connection

Add a OneDrive connection to your GoFormz account to take advantage of the available OneDrive Workflows.

GoFormz Support avatar
Written by GoFormz Support
Updated over a week ago

Use the GoFormz-OneDrive connection to upload submitted PDFs to your existing OneDrive account.

Before you begin, verify that you have access to an OneDrive account. GoFormz recommends creating a 'GoFormz Connection' OneDrive account used only for this connection. This account will display as the user who completes any actions.

Note: You must re-authenticate this connection each time you change your OneDrive account password.

This connection gives GoFormz access to your OneDrive account to read and write files, but GoFormz will not have management access for any of your OneDrive settings.

You have two options for adding your connection: while setting up your Workflow recipe, or via the Connected Apps page.

While setting up your Workflow

If you want to add a connection while setting up your Workflow recipe, you’ll select a recipe in the Workflow Recipes Library. When choosing your action configuration details, click the Connection drop-down menu and select “+ Add Connection”.

Screenshot displaying the location of the “+ Add Connection” option in the Workflow Recipe Builder of the GoFormz web app.

If you want to connect OneDrive to your GoFormz without setting up a Workflow, add your connection on the Connected Apps page.

On the Connected Apps page

Follow the steps below to create your new OneDrive connection in the GoFormz web app.

  1. Access the More drop-down menu.
    Click Connected Apps.

    Screenshot image of the GoFormz web app with the "More" tab opened. The "Connected Apps" option is highlighted.



    You'll navigate to the App Connections screen.

  2. Select the OneDrive connection.

    Screenshot displaying the App Connections page in the GoFormz web app.



    You'll navigate to the OneDrive connection management page.

  3. Click Add Connection.

    Screenshot displaying the location of the Add Connection button on the Connection Management page of the GoFormz web app.



    The Start a new connection modal will appear.

  4. Enter your Microsoft 365 username and password.

    or

    If you're already logged into your account, then skip to step 4.

  5. Click Accept.

    Screenshot displaying the Microsoft authorization window in the GoFormz web app.



    Note: GoFormz recommends renaming your connection to aid in connection management. Best practice is to include your OneDrive username as part of the connection name.

Want to verify your new connection?

In the GoFormz web app open the More drop-down menu and click Connected Apps to access the Connected Apps page.

Screenshot displaying the location of Connect Apps option in the More drop-down menu of the GoFormz web app.

Here, you'll click the card for the app connection you want to verify.

Screenshot displaying the App Connections page in the GoFormz web app.

You'll navigate to the app's connections list where you'll see your existing connections for your selected app. Locate your connection in this list to verify a successful connection.

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