Microsoft SharePoint Integrations

Connect Microsoft SharePoint with your favourite apps

Microsoft SharePoint allows you to manage and share content, applications, and knowledge to find information and seamlessly collaborate across the organization.

Popular Microsoft SharePoint Integrations

microsoft-sharepoint servicenow

Create ServiceNow records from new Microsoft SharePoint tasks

Looking to securely store all your Microsoft SharePoint data at one central place? With our easy to use integration template, you can now report and log every error in ServiceNow coming from Microsoft SharePoint; without any programming. The best part you can fix these errors from the ServiceNow platform itself. With this Microsoft SharePoint & ServiceNow integration template, whenever a new task is created in Microsoft SharePoint, a record is automatically created in ServiceNow for that task. Additionally, you can map Task percent complete, Task checklist item count, & Task due date to get a complete picture of the task and its progression. Just connect your Microsoft SharePoint & ServiceNow accounts in Automate.io, choose the data you want to map, activate the bot & you are done.

How it works

  • Step 1:

    This bot runs when a new task is created in Microsoft Sharepoint.

  • Step 2:

    Then, this bot will automatically add a record in ServiceNow from the data mapped from Microsoft SharePoint.

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servicenow microsoft-sharepoint

Create a task in Microsoft SharePoint on a new ServiceNow record

For an effective business process, task management among your teams is extremely crucial. But if you have multiple teams, it can be a boring manual chore, not to mention, very inefficient. Save yourself from that trouble with this readymade integration between ServiceNow & Microsoft Sharepoint. This integration will add a task in SharePoint whenever a new record is created in ServiceNow. You can easily map the relevant fields from your ServiceNow table to the appropriate Site, Plan, and Bucket in Sharepoint. Waste no more time and automate the efforts to keep your team updated on tasks and priorities. Just connect your ServiceNow and Microsoft Sharepoint accounts, activate this Bot, and let Automate.io do the work for you.

How it works

  • Step 1:

    This Bot runs whenever there is a new record in ServiceNow.

  • Step 2:

    A task gets created in Microsoft Sharepoint.

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jira microsoft-sharepoint

Send a group email using Microsoft SharePoint on a New Sprint in Jira

Keeping your team members informed about new Jira sprints is critical in software development. But it can be very inefficient if you manually send emails about every sprint. That’s where this readymade Jira to Microsoft SharePoint integration template comes in. With this, a group email is automatically sent to the recipient(s) of your choice on every new Jira sprint. And, you can tailor this integration based on what you want them to know about a sprint by mapping the fields you wish to from Jira to SharePoint. Save yourself valuable time and effort, and keep your development team informed about what’s going on without them having to look at Jira regularly.

How it works

  • Step 1:

    This Bot runs whenever there is a New Sprint in Jira.

  • Step 2:

    A group email will be sent via Microsoft SharePoint.

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salesforce microsoft-sharepoint

Send a group email using Microsoft SharePoint on new Salesforce contacts

New Salesforce contacts are a goldmine for your sales team. And, for the team to be as efficient as possible, they need to be notified of every new contact at the earliest. You can send an email for every new contact, but that takes forever and makes you lag in communication. Wouldn’t it be great if there is a better way to keep your sales team always on top of new contacts? This readymade Salesforce to Microsoft SharePoint integration template is your answer. Automate.io will send a group email to the recipient(s) of your choice instantly for every new contact on Salesforce. You can customize your email subject, body, and map any fields you need from Salesforce to SharePoint. So, connect your Salesforce and SharePoint accounts and turn on this integration. Your sales team will thank you for this.

How it works

  • Step 1:

    This Bot runs whenever there is a new contact in Salesforce.

  • Step 2:

    A group email will be sent via Microsoft SharePoint.

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microsoft-sharepoint slack

Get Slack notifications for new tasks on Microsoft SharePoint

The best way to keep your team members in the loop of new tasks is to update them where they spend most of their time. Slack is one such place. Of course, you can’t spend time manually notifying on new tasks. You can just let Automate.io do that for you with this readymade Microsoft SharePoint and Slack integration template. When you turn this integration on, Automate.io sends a direct message via Slack on every new Microsoft SharePoint task. You can even customize it to send a message either to a person or a channel. Just connect your SharePoint and Slack accounts, map the required fields, turn on the integration, and watch your productivity take a spike.

How it works

  • Step 1:

    This Bot runs whenever there is a new task on Microsoft SharePoint.

  • Step 2:

    A notification will be sent on Slack.

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github microsoft-sharepoint

Send a group email in Microsoft SharePoint on a new GitHub issue

Your team can’t always be hanging around GitHub. Yet it’s extremely crucial to stay alert about any new issues that may come up. Instead of constantly checking your GitHub, you can simply use this readymade Github to Microsoft SharePoint integration template for alerts. With this integration turned on, a group email will be sent in Microsoft SharePoint to the group of your choice every time a new issue arises in GitHub. You can even send details of the issue such as Issue title, Issue body, Issue state, Repository, etc. in the group email to give your team complete details. All you have to do is connect your GitHub and Microsoft SharePoint accounts to Automate.io and you’ll never be late in handling new issues.

How it works

  • Step 1:

    This Bot runs whenever there is a new issue in GitHub.

  • Step 2:

    A group email will be sent in your Microsoft SharePoint about that issue.

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trello microsoft-sharepoint

Create a task in Microsoft SharePoint on a new card in Trello

It’s always a chore to manually maintain multiple task lists, we know. If you’re using Trello and Microsoft SharePoint for that, consider this readymade integration template. When you turn on this integration, every time a new card is created on Trello, Automate.io will automatically create a task in Microsoft SharePoint. You can even easily map the relevant fields from your Trello card like Labels, Description, Due Date, Comments, etc. to the appropriate Site, Plan, and Bucket in Sharepoint. It hardly takes 2 minutes but saves you a lot of time and effort later on. Just connect your Trello and Microsoft SharePoint accounts to Automate.io, turn on the integration, and you’re done.

How it works

  • Step 1:

    This Bot runs whenever there is a new card in Trello.

  • Step 2:

    A new task will be created in your Microsoft SharePoint.

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microsoft-sharepoint google-sheets

Turn new tasks in Microsoft SharePoint to rows in Google Sheets

Sometimes you need to keep a running record of tasks to share with teammates who don’t have access to Microsoft SharePoint. Google Sheets can easily fill that void for you. But are you going to manually copy and paste each task from SharePoint to a Google spreadsheet? Not if you use this readymade Microsoft SharePoint to Google Sheets integration template. With this integration activated, every time there is a new task on SharePoint, a new row will be added to your Google spreadsheet with the task details. And, depending on the columns in your Google spreadsheet, you can map fields such as Task Title, Task Due Date, Task Priority, etc. to your sheet. Simply connect your Microsoft SharePoint and Google Sheets to Automate.io, map the fields you want and turn on the integration.

How it works

  • Step 1:

    This Bot runs whenever there is a new task in Microsoft SharePoint.

  • Step 2:

    Automate.io takes those task details and adds them to a new row on your Google spreadsheet.

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Things You Can Do With Microsoft SharePoint

Triggers

  • New Document

    Triggers when a new Document is added to the selected Site's Document Library
  • New Task

    Triggers when a new Task is added to a particular Plan. Requires Admin Consent
  • New Calendar Event for Group

    Triggers when a new Event is added to the Group Calendar. Requires Admin Consent
  • New Group Email

    Triggers when a new group email is received. Requires Admin Consent

Actions

  • Add a Task

    Add a Task to a Bucket in Plan. Requires Admin Consent
  • Send Group Email

    Send an email to a group for a site. Requires Admin Consent
  • Add an Event to Group Calendar

    Add an Event to the selected Group Calendar. Requires Admin Consent
  • Move a Task

    Move a Task to the specified Bucket in a Plan. Requires Admin Consent
  • Search Documents

    Search Documents based on the Document ID or Document Name. Searches on Document Name look for case insensitive exact matches
  • Search Sites

    Search Sites based on the Site ID or Site Name. Searches on Site Name look for case insensitive exact matches

Create Microsoft SharePoint Workflows

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Marketing

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