Automate your workflow with Microsoft SharePoint & Yoom
Yoom allows integration with SharePoint's API without code, enabling the automation of various tasks related to SharePoint. For example, you can create folders within SharePoint and automatically upload any files to those folders, or freely duplicate files within SharePoint. It can be used in various use cases, such as automatically storing email attachments in SharePoint or integrating with CRM to automatically create customer-specific folders within SharePoint.
Microsoft SharePoint
Microsoft SharePoint
Flowbot Templates
Recommended
Microsoft SharePoint Microsoft Teams
Upload the file received by email to Microsoft SharePoint and notify Microsoft Teams.
This is a flow to upload files received by email to Microsoft SharePoint and notify Microsoft Teams. It eliminates the hassle of manually uploading files and sending notifications, significantly improving work efficiency.
Microsoft SharePoint Microsoft Outlook
When the form is answered, download the document template from Microsoft SharePoint and send it in Outlook.
This flow involves downloading a specific file from Microsoft SharePoint along with form responses and sending it via Outlook. By integrating Yoom Form with Microsoft SharePoint and Outlook, you can eliminate the need to operate individual apps or repeatedly input data, allowing for smoother business operations. Files are automatically downloaded from Microsoft SharePoint and sent via Outlook, reducing the risk of missing or overlooked information in information management.‍
Microsoft SharePoint
Automatically store form attachments in Microsoft SharePoint
The business workflow automatically stores files attached to the form in Microsoft SharePoint. It eliminates the need for manual work, streamlining business efficiency and centralizing data management.
Microsoft SharePoint
Convert the responses from Google Forms into a PDF and save it to Microsoft SharePoint.
This is a business workflow that converts Google Form responses into PDFs and automatically saves them to Microsoft SharePoint. It eliminates manual organization and enables efficient data management.
Microsoft SharePoint
Download a CSV from a specific website at the scheduled time and upload it to Microsoft SharePoint.
This is a flow that downloads a CSV from a specific website according to a specified schedule and uploads it to Microsoft SharePoint. This allows the person in charge to focus on their primary tasks and improves data accuracy and reliability by preventing human errors.
Microsoft SharePoint Microsoft Teams
Notify Microsoft Teams after an item is added to a list in Microsoft SharePoint.
When a new item is added in Microsoft SharePoint, this business workflow automatically notifies Microsoft Teams. It streamlines information sharing within the team and enables real-time responses.
Microsoft SharePoint Slack
Notify Slack when an item is added or updated in a Microsoft SharePoint list.
When a new item is added or updated in a Microsoft SharePoint list, this workflow automatically sends a notification to Slack. This allows you to share the latest information with your team in real-time and prevents delays in information sharing.
Microsoft SharePoint Notion
OCR files stored in Microsoft SharePoint and add them to Notion.
Files saved in Microsoft SharePoint are automatically added to Notion through Yoom's API integration and OCR functionality in this business workflow. It reduces manual input and supports efficient document management.
Microsoft SharePoint Salesforce
OCR files stored in Microsoft SharePoint and add them to Salesforce.
The business workflow involves reading files stored in Microsoft SharePoint using OCR and adding them to Salesforce. This helps reduce manual work, improve data accuracy, and support the efficiency of sales activities.
Microsoft SharePoint Slack
Read files uploaded to Microsoft SharePoint using OCR and notify on Slack.
When you upload a file to Microsoft SharePoint, it is automatically analyzed by OCR and a notification is sent to Slack. This streamlines information sharing within the team and reduces the need for manual verification tasks.
Microsoft SharePoint Notion
Once a file is stored in Microsoft SharePoint, add the file information to Notion.
When a file is added to Microsoft SharePoint, this workflow automatically shares the information with Notion. It prevents manual input and information duplication, thereby improving business efficiency.
Microsoft SharePoint Salesforce
Once the file is stored in Microsoft SharePoint, add the file information to Salesforce.
When a file is added to Microsoft SharePoint, this business workflow automatically synchronizes the information with Salesforce. It helps prevent manual entry and duplicate data management, supporting operational efficiency.
Microsoft SharePoint DocuSign
Request a DocuSign signature for a file uploaded to Microsoft SharePoint.
When you upload a file to Microsoft SharePoint, a signature request is automatically sent via DocuSign. Automation reduces human errors such as missing or misdirected signature requests.
Microsoft SharePoint Notion
Store form attachments in Microsoft SharePoint and add file information to Notion.
The flow stores form attachments in Microsoft SharePoint and adds file information to Notion. By using this flow, you can efficiently store form attachments in SharePoint and automatically add file information to Notion, thereby improving work efficiency.
Microsoft SharePoint Salesforce
Store form attachments in Microsoft SharePoint and add file information to Salesforce.
The flow stores form attachments in Microsoft SharePoint and adds file information to Salesforce. By using this flow, you can automatically save form attachments to Microsoft SharePoint and add information to Salesforce, thereby improving the efficiency and accuracy of daily operations.
Microsoft SharePoint Salesforce
When an account is registered in Salesforce, create a folder in Microsoft SharePoint.
When an account is registered in Salesforce, this flow creates a folder in Microsoft SharePoint. This frees you from the hassle of creating folders, allowing you to focus on more important tasks such as customer support and sales activities.
Microsoft SharePoint
Upload the file received by email to SharePoint, and then copy the file to another site.
This is a flow to upload a file received by email to SharePoint and then copy it to another SharePoint site.‍
Microsoft SharePoint Microsoft Outlook
Upload attachments received in Outlook to Microsoft SharePoint
This is a flow to upload attachments received in Outlook to Microsoft SharePoint. By aggregating the received attachments in Microsoft SharePoint, it allows for smooth file review and search.
Microsoft SharePoint Google Forms Google Drive
Upload the file submitted via Google Forms to Microsoft SharePoint.
This is a flow for uploading files submitted through Google Forms to Microsoft SharePoint. Timely file transfers to Microsoft SharePoint facilitate smooth information sharing and management tasks.
Microsoft SharePoint
Upload the received attachment to Microsoft SharePoint
The flow uploads received attachments to Microsoft SharePoint. By making file sharing timely, team members can always access the latest files, thereby improving work efficiency.
Microsoft SharePoint HubSpot
When a company is registered in HubSpot, automatically create a folder for each company in Microsoft SharePoint.
When a company is registered in HubSpot, this flow automatically creates a folder for each company in Microsoft SharePoint. By using this flow, the effort required for folder creation is reduced, thereby streamlining administrative tasks. It is recommended for sales administrators who want to improve productivity.
Microsoft SharePoint Microsoft OneDrive
When a file is created in Microsoft SharePoint, upload the file to OneDrive.
When a file is created in Microsoft SharePoint, this business workflow automatically uploads it to OneDrive. This streamlines file management and supports improved team productivity.
Microsoft SharePoint Google Sheets
When a row is added in Google Sheets, create a folder in Microsoft SharePoint.
This is a flow that creates a folder in Microsoft SharePoint when a row is added in Google Sheets. It helps reduce manual work and prevents human errors during folder creation. The storage location for documents and forms is unified, leading to more efficient file management.
Microsoft SharePoint Box
When a new file is created in Microsoft SharePoint, add it to Box as well.
This is a business workflow that automatically syncs new files added to SharePoint with Box. Files are automatically synchronized between both platforms, ensuring that the latest information is always reflected.
Microsoft SharePoint Google Workspace
When an employee is registered in Google Workspace, create a folder for each employee in Microsoft SharePoint.
When an employee is registered in Google Workspace, this flow creates a folder for each employee in Microsoft SharePoint. By using this flow, you can reduce the effort required for folder creation. It is recommended for those who want to streamline administrative tasks and improve productivity.
Microsoft SharePoint Microsoft Outlook
When an item in a list is updated in Microsoft SharePoint, notify in Outlook.
This is a business workflow where you automatically receive notifications in Outlook when an item in a list is updated in Microsoft SharePoint. It prevents missing information and enables quick information sharing within the team.
Microsoft SharePoint Discord
When an item is added to a Microsoft SharePoint list, notify on Discord.
When a new item is added to Microsoft SharePoint, this workflow automatically sends a notification to Discord. It facilitates smooth project management through rapid information sharing.
Microsoft SharePoint Microsoft Teams
Automatically create a folder in Microsoft SharePoint every month and notify in Microsoft Teams.
Every month, this business workflow automatically creates folders in Microsoft SharePoint and notifies Microsoft Teams. It reduces the burden of folder management and facilitates smooth information sharing within the team.
Microsoft SharePoint Google Drive
Store files uploaded to Google Drive in Microsoft SharePoint.
The workflow automatically stores files uploaded to Google Drive into Microsoft SharePoint. This reduces the effort of file management and allows the entire team to share the latest information.
Microsoft SharePoint
Automatically create a folder in Microsoft SharePoint every month.
This is a business workflow that automatically creates folders in Microsoft SharePoint every month. By reducing manual work and preventing errors, it improves the team's operational efficiency.
No-Code API Actions
Automation operations
    Upload file
    Create folder
    Search folders/files
    Copy file
    Set values in document custom columns
    Get item details
    Download file
    Create folder in drive root
    Get list details
    Get item access count and unique users (all time)
    Get item access count and unique users (last 7 days)
    Delete File / Folder
    Move File to Another Folder
    Add Item to List
    Update List Item
    Update List Item (Multiple Choice)
    Get folders and files in a specific folder
    Get the initial delta link for a list
    Get incremental changes for list items
    Search folders and files (for next page)
Automation triggers
    When Item is Added or Updated in List
    When a file is created or updated in a specified folder within the site
    When a folder is created or updated in a specified folder within the site
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