When the edge starts failing, say so in chat before the complaints arrive.
Get more done with Tidio and Microsoft OneDrive integration
Send and receive files through Microsoft OneDrive without leaving a Tidio conversation.
No credit card required
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Integration availability depends on your Tidio plan.
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Category
API
Integration availability depends on your Tidio plan.
Compare plans
Use cases
What you can do with Tidio and Microsoft OneDrive
Send documents that stay current
A Microsoft OneDrive link means the customer opens the latest version, not last quarter's PDF.
Collect files from customers
A photo or a form sent in chat is filed into the right Microsoft OneDrive folder.
Keep sharing under control
Access follows the file's permissions rather than an attachment that travels anywhere.
Find it again afterwards
Documents from conversations live in storage, so they are searchable next quarter.
Overview
Microsoft OneDrive is where the file already is: the invoice, the manual, the signed form. Conversations need those files in both directions, and attachments that exist only in a chat thread are files nobody finds later. Connecting Microsoft OneDrive to Tidio lets an agent share a link to the current document and file what a customer sends into the right folder, so the conversation and the storage stay in step.
Key features
- Share the current file A link from Microsoft OneDrive, not an outdated attachment.
- Filed where it belongs What a customer sends lands in the right folder.
- Permissions unchanged Existing sharing rules still decide who can open it.
- Searchable later Documents stay findable after the conversation closes.
Microsoft OneDrive
API
Tags
Custom Integration
Workflow Automation
How it works
Connect Microsoft OneDrive in minutes
1
Connect Microsoft OneDrive and Tidio
Zapier, Integrately or Make can move files, or the Tidio API can pass attachments both ways.
2
Agree the folder structure
One folder per customer or per topic, so nothing lands in a general dumping ground.
3
Let sharing rules apply
Microsoft OneDrive decides who can open a link. The chat only sends it.
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Turn an alarm into a message to customers, and conversation volume into a metric.
Start the chat with the signed-in user already identified, and act on their account safely.
Stream conversation events into the pipeline the rest of your data already flows through.
Run your own code on a conversation and send the answer back into the chat.
Keep transcripts and the files customers send where the rest of your data lives.
Looking for customer service automation that fits your business?
We build custom API integrations to streamline your most important workflows.
Frequently asked questions
Common questions about the Microsoft OneDrive integration
Are chat attachments safe to store this way?
Safer than leaving them in a thread. A file in Microsoft OneDrive gets the retention, permissions and audit trail your organization already agreed on, while an attachment in a conversation has whatever the chat tool provides. Agree the folder and the access before you connect it.
Can a customer open a shared link?
Only if the permissions allow it, which is the point and also the thing that surprises people: an internal file will not open for someone outside the tenant. Keep a Microsoft OneDrive folder for customer-facing documents with sharing set accordingly.
Is the Microsoft OneDrive integration available on my plan?
Availability depends on the Tidio plan you are on. Compare plans to see which plan covers the Microsoft OneDrive integration.