"Can't we share information within the team more smoothly...?" "Even though we've organized everything in Confluence, it's a hassle to manually transfer it to Microsoft SharePoint..."
Are you facing such issues? By integrating Confluence with Microsoft SharePoint, you can eliminate manual work and significantly improve operational efficiency! For example, by setting it up so that a new page created in Confluence automatically creates a folder in Microsoft SharePoint, you can prevent duplicate management and transcription errors, allowing the entire team to smoothly utilize the data.
This article specifically introduces the automation flow that can be achieved by integrating Confluence and Microsoft SharePoint. If you're considering improving operational efficiency, be sure to check it out!
For those who want to try it out quickly
Yoom offers templates for integrating Confluence and Microsoft SharePoint! If you want to try it right away, click the banner below to get started!
Once a page is created in Confluence, create a folder in Microsoft SharePoint.
■Overview The "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
What You Can Do by Integrating Confluence and Microsoft SharePoint
By integrating the APIs of Confluence and Microsoft SharePoint, you can automatically link Confluence data to Microsoft SharePoint! For example, you can automatically perform data integration like the following without human intervention.
By clicking "Try it out" on the automation example you're interested in and registering an account, you can immediately experience the integration of Confluence and Microsoft SharePoint. Registration takes only 30 seconds, so feel free to give it a try!
Create a Folder in Microsoft SharePoint When a Page is Created in Confluence
This flow is recommended for those who want to manage meeting minutes and project documents in Confluence while also organizing the created page files on SharePoint.
Once a page is created in Confluence, create a folder in Microsoft SharePoint.
■Overview The "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
Let's Create a Slack and Google Workspace Integration Flow
Let's dive right in and create a flow that integrates Slack with Google Workspace! This time, we'll use Yoom to proceed with the integration of Slack and Google Workspace without any coding.
If you haven't used Yoom yet, please register for free here. If you are already using Yoom, please log in!
[What is Yoom]
This time, we will create a flowbot that adds members to a Google Workspace group based on content posted in Slack! The creation process is broadly divided into the following steps.
Register Slack and Google Workspace as My Apps
Copy the template
Set the Slack trigger that initiates the flow and the subsequent Google Workspace action
Turn on the trigger button and verify the operation
Let's Create a Confluence and Microsoft SharePoint Integration Flow!
Now, let's create an actual integration flow between Confluence and Microsoft SharePoint! This time, we'll use Yoom to proceed with the integration of Confluence and Microsoft SharePoint without any coding. If you don't have a Yoom account yet, please issue one from the registration form here.
[What is Yoom]
The integration flow will be created through the following main processes.
Integrate Confluence and Microsoft SharePoint with My Apps
Copy the template
Set triggers in Confluence and actions in Microsoft SharePoint
Test and verify
Once a page is created in Confluence, create a folder in Microsoft SharePoint.
■Overview The "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
Step 1: Integration of My Apps with Confluence and Microsoft SharePoint
First, log in to your Yoom account. If you are new to Yoom, please check out Getting Started with Yoom.
1. Click on My Apps, then click on Add.
2. You can search by app name from the input field.
Registering Confluence as My App
Let's register Confluence as My App! Enter "Confluence" in the input field, and the Confluence icon will appear. Click on the Confluence icon. 1. A login screen like the one below will appear. Log in with the account you want to register as My App. Once logged in, the registration of Confluence as My App is complete.
Registering Microsoft SharePoint as My App
Microsoft365 (formerly Office365) has plans for home use and general business use (Microsoft365 Business). If you are not subscribed to the general business plan, authentication may fail. Please be careful.
Search for Microsoft SharePoint in the same way and click on the icon.
If the registration of My Apps is successful, the following screen will be displayed. Check if the icons for Confluence and Microsoft SharePoint are displayed on the My Apps screen.
For more detailed information about Yoom, please check the Yoom Help Center.
Step 2: Copy the Template
Click "Try it" from the link below.
Once a page is created in Confluence, create a folder in Microsoft SharePoint.
■Overview The "Create a folder in Microsoft SharePoint when a page is created in Confluence" workflow is a business workflow that facilitates smooth information sharing and file management for teams. Each time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making information centralized and organized easy. This enables team members to quickly access necessary materials and information, enhancing work efficiency. ■Who we recommend this template for Team leaders who utilize both Confluence and Microsoft SharePoint IT personnel who want to automate information sharing and file management processes Project managers aiming for efficient document management across multiple projects Business executives who feel wasting time with manual folder creation
■Notes ・Please link both Confluence and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has plans for home and general business (Microsoft365 Business), and authentication may fail if you do not subscribe to the general business plan.
If the following display appears, the template copy was successful. The copied template will be stored in My Projects.
Step 3: Setting the Trigger to Activate When a Page is Created in Confluence
1. First, click the icon at the top labeled "When a page is created".
2. Set up the account information to integrate with Confluence. Select "When a page is created" as the trigger. Once the setup is complete, click "Next".
3. Set the Trigger Activation Interval and Cloud ID. You can select the trigger activation interval by clicking the dropdown menu, choosing from 5, 10, 15, 30, or 60 minutes. The shortest interval you can set depends on your plan, so please check in advance! Also, when you click the input field for Cloud ID, candidates will be displayed as shown in the screen below, so please select from them. Once the setup is complete, click "Test" and if there are no issues, click "Next".
Step 4: Setting Up Folder Creation in Microsoft SharePoint
1. Finally, click the "Create Folder" icon.
2. Set up the account information to integrate with Microsoft SharePoint. Select "Create Folder" as the action. Once the setup is complete, click "Next".
3. Enter the details for each item. Site ID, Drive ID, Parent Folder Item ID will display candidates when you click the input field, so please select from them.
When entering Parent Folder Name and Folder Name, click the input field → When a page is created in that order, and the information obtained from Confluence will be displayed as shown in the image below. For more details, please refer to the link below. About Output Once the setup is complete, click "Test" and if there are no issues, click "Save".
With this, the flow of [Creating a folder in Microsoft SharePoint when a page is created in Confluence] is complete.
Step 5: Testing and Confirmation
Once the setup is complete, the following screen will be displayed. Click the "Turn on Trigger" button to activate the flow bot.
This concludes the method for creating a folder in Microsoft SharePoint when a page is created in Confluence!
Other Automation Examples Using Confluence and Microsoft SharePoint APIs
By leveraging the APIs of Confluence and Microsoft SharePoint, various automations can be achieved.
Automation Examples Using Confluence
You can automatically invite employees to Confluence when they are registered in Notion, or automatically notify Slack when a page is created in Confluence.
Invite to Confluence when an employee is registered in Notion
■Overview The "When a page is created in Confluence, add an Issue to GitHub" flow is a business workflow that utilizes the integration of Confluence and GitHub. When a new page is created in Confluence, a corresponding task is automatically generated in GitHub via Yoom. This enhances information sharing and task management efficiency, contributing to the productivity improvement of the team.
■Recommended for those who ・Project managers who routinely use Confluence and GitHub ・Team leaders who want to link document updates with task management ・Developers who want to automate the process of manually adding tasks to improve work efficiency ・IT personnel of companies who aim to unify information management and visualize tasks
■Notes ・Please link each of Confluence and GitHub with Yoom.
■Overview The "When a page is created in Confluence, create a card in Trello" flow is a business workflow that automatically adds a corresponding card in Trello when a new page is created in Confluence. This seamlessly links document updates with task management and improves team efficiency.
■Recommended for ・Team leaders who use Confluence and Trello on a daily basis ・Project managers who want to automate the linkage between document creation and task management ・Operations staff who do not want to spend time on manual data entry ・Corporate IT personnel who want to centralize information sharing and task management within the team
■Notes ・Please connect Yoom with both Confluence and Trello.
It is possible to automatically upload files posted in Slack channels to Microsoft SharePoint and to automatically create folders in Microsoft SharePoint every month.
Automatically create a folder in Microsoft SharePoint every month.
■Overview The "Automatically create a folder in Microsoft SharePoint monthly" flow is a business workflow that streamlines regular folder management. By utilizing this workflow, you can automatically create folders in Microsoft SharePoint on a set schedule, ensuring smooth progress for your team's tasks.
■Recommended for ・Administrators who need to create folders in SharePoint at a set time every month ・Team leaders spending too much time on manual folder creation tasks ・Those who want to automate folder management in Microsoft SharePoint and improve business efficiency ・Managers looking to standardize regular business flows and reduce work errors
■Notes ・Please link Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) includes home plans and general corporate plans (Microsoft365 Business), and authentication may fail if not subscribed to the general corporate plan.
■Overview Are you manually uploading attachments such as invoices and reports received in Gmail to Microsoft SharePoint? As the number of items increases, this work becomes a heavy burden and also carries the risk of missed saves. By leveraging this workflow, you can use email receipt in Gmail as a trigger to automatically upload attachments to Microsoft SharePoint, freeing you from such routine tasks and helping improve operational accuracy.
■Recommended for ・Those who manually save attachments received in Gmail to Microsoft SharePoint ・Those in departments that handle important files such as invoices and want to prevent missed saves due to manual work ・Those who want to automate routine file management tasks and focus on more important work
■Notes ・Please connect Yoom with both Gmail and Microsoft SharePoint. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, operations configured in Flow Bots will result in errors, so please be careful. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). ・For triggers, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please note. ・The maximum downloadable file size is 300MB. Depending on the app specifications, it may be less than 300MB, so please be aware. ・For details on the file sizes that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924
■Overview The workflow 'When transcription of a recording on Zoom is completed, store the summary file in Microsoft SharePoint' automates the management and sharing of meeting content. Once the transcription of a recorded video meeting on Zoom is completed, AI is used to summarize key points, which can then be shared on Microsoft SharePoint.
■Recommended for ・Business people who frequently hold video meetings on Zoom and spend time managing recorded content ・Those who manually summarize after meeting transcriptions and want to improve efficiency ・Team leaders who use Microsoft SharePoint for information sharing but face challenges in organizing files ・Managers who want to share important meeting content using video highlights ・IT personnel who want to automate workflows by integrating multiple SaaS applications to reduce workload
■Notes ・Please integrate Zoom and Microsoft SharePoint with Yoom. ・Microsoft365 (formerly Office365) has both home and business plans (Microsoft365 Business), and if you are not subscribed to the business plan, authentication may fail. ・OCR or AI operations for transcribing audio are features available only in the Team Plan and Success Plan. If you are on the Free Plan or Mini Plan, the operations set in the Flowbot will result in an error, so please be careful. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). ・Please note that depending on the Zoom plan, some actions may be available and others may not. ・Currently, the following actions are only available on Zoom's paid plans: ・When the meeting ends ・Get meeting recording information (only recordings existing in the cloud can be obtained) ・For details, please refer here.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational workflow that automatically saves files shared within a team to SharePoint. This eliminates the need for manual file management, achieving centralized information and efficiency, and supporting smooth file sharing.
■Recommended Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
How was it? By integrating Confluence and Microsoft SharePoint, you can easily solve issues such as "wanting to centralize information without duplicate management," "wanting to eliminate manual data migration for efficiency," and "wanting to manage files smoothly without errors."
With the no-code tool Yoom, you can easily integrate Confluence and Microsoft SharePoint without any programming knowledge! If you're interested, start by creating a free account and see how it works for yourself. Registration takes just 30 seconds! You can experience automatic integration immediately.
In today's era where the number of tools is constantly increasing, it can often be confusing to decide which ones to use. We aim to provide clear and useful information to make your work a little easier!
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