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
Flowbot Templates
Recommended
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
No-Code API Actions
Automation operations
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Upload file
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Create folder
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Search folders/files
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Copy file
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Set values in document custom columns
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Get item details
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Download file
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Create folder in drive root
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Get list details
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Get item access count and unique users (all time)
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Get item access count and unique users (last 7 days)
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Delete File / Folder
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Move File to Another Folder
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Add Item to List
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Update List Item
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Update List Item (Multiple Choice)
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Get folders and files in a specific folder
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Get the initial delta link for a list
Automation triggers
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When Item is Added or Updated in List
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When a file is created or updated in a specified folder within the site
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When a folder is created or updated in a specified folder within the site
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