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"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!
Yoom offers templates for integrating Confluence and Microsoft SharePoint! If you want to try it right away, click the banner below to get started!
■Overview
The flow "Create a folder in Microsoft SharePoint when a page is created in Confluence" is a business workflow that facilitates smooth information sharing and file management for teams. Every time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making centralized management and organization of information easier. This allows team members to quickly access the necessary materials and information, improving work efficiency.
■Recommended for
■Benefits of using this template
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!
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.
■Overview
The flow "Create a folder in Microsoft SharePoint when a page is created in Confluence" is a business workflow that facilitates smooth information sharing and file management for teams. Every time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making centralized management and organization of information easier. This allows team members to quickly access the necessary materials and information, improving work efficiency.
■Recommended for
■Benefits of using this template
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.
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.
■Overview
The flow "Create a folder in Microsoft SharePoint when a page is created in Confluence" is a business workflow that facilitates smooth information sharing and file management for teams. Every time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making centralized management and organization of information easier. This allows team members to quickly access the necessary materials and information, improving work efficiency.
■Recommended for
■Benefits of using this template
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.
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.
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.
1. The Microsoft login screen will appear.
Sign in with the account you want to integrate.
For detailed instructions on registering My Apps, please refer to the following link.
Instructions and Precautions for Registering My Apps in Microsoft365 Services
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.
Click "Try it" from the link below.
■Overview
The flow "Create a folder in Microsoft SharePoint when a page is created in Confluence" is a business workflow that facilitates smooth information sharing and file management for teams. Every time a new page is created in Confluence, a corresponding folder is automatically created in SharePoint, making centralized management and organization of information easier. This allows team members to quickly access the necessary materials and information, improving work efficiency.
■Recommended for
■Benefits of using this template
If the following display appears, the template copy was successful.
The copied template will be stored in My Projects.
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".
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.
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!
By leveraging the APIs of Confluence and Microsoft SharePoint, various automations can be achieved.
You can automatically invite employees to Confluence when they are registered in Notion, or automatically notify Slack when a page is created in Confluence.
■Overview
This is a flow to invite employees to Confluence when they are registered in Notion.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who manage information using Notion
・Those who want to automatically invite to Confluence based on employee information in Notion
2. Companies using Confluence as an internal tool
・Those who find it cumbersome to invite users every time a new employee joins
■Benefits of using this template
By implementing a flow that automatically invites to Confluence when employees are registered in Notion, you can eliminate the complexity of manual work.
This automation allows you to streamline regularly occurring tasks and reduce working time.
Additionally, by preventing manual invitation errors, you can achieve quick and accurate information sharing.
For employees, they can start using Confluence early, leading to a speedy start-up of their tasks.
■Notes
・Please connect Yoom with both Notion and Confluence.
・You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
■Overview
The flow of "Adding an Issue to GitHub when a page is created in Confluence" is a business workflow that leverages the integration between Confluence and GitHub.
When a new page is created in Confluence, a corresponding task is automatically generated in GitHub through Yoom.
This streamlines information sharing and task management, contributing to improved team productivity.
■Recommended for
■Benefits of using this template
Generating an Issue in GitHub in conjunction with page creation in Confluence imposes a burden on employees.
By utilizing this flow, the content in Confluence can be automatically synchronized with GitHub, eliminating the need for manual data entry.
Furthermore, it prevents human errors when adding tasks, enabling accurate task management.
Since information sharing and task management are conducted in a consistent flow through automation, the entire team's business processes are standardized.
■Overview
This is a flow that notifies Slack when a page is created in Confluence.
By using Yoom, you can easily connect apps without programming.
■Recommended for
1. Those who share information on Confluence and communicate with their team on Slack
・Those who want to streamline information sharing and improve the efficiency of information transmission to team members
2. Those who do not want to miss updates on Confluence
・Those who want to quickly grasp the creation of Confluence pages on Slack to prevent missing important information and enable prompt responses
3. Those who want to strengthen teamwork by linking Confluence and Slack
・Those who want to promote information sharing, communication, and collaboration to enhance the overall coordination of the team
■Benefits of using this template
For teams sharing knowledge on Confluence, it is important to notify all members when a new page is created.
However, checking for updates on Confluence each time can be cumbersome and there is a risk of missing them.
By utilizing the [Notify Slack when a page is created in Confluence] flow, you can improve work efficiency by eliminating the need to access Confluence to confirm page creation.
Additionally, smoother coordination among team members can lead to more efficient collaboration.
■Notes
・Please connect both Confluence and Slack with Yoom.
■Overview
This is a flow that adds a page created in Confluence to Microsoft Excel.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between applications.
■Recommended for
1. Those who use Confluence for business
・Project or sales teams that create pages for each project, customer, or case
・Those who create manuals or guideline pages in Confluence
2. Those who use Microsoft Excel for business
・Those who want to consolidate information from other tools into Microsoft Excel for management and analysis
・Those aiming to improve the efficiency of information sharing
■Benefits of using this template
By implementing this flow, information from pages created in Confluence will be automatically reflected in Microsoft Excel.
You can check the creation status of pages such as projects, customers, and cases, as well as manuals and guidelines, in a list, which helps in checking for duplicates, omissions, and understanding usage status.
Additionally, since manual transcription is not required, it reduces human errors such as registration omissions or input mistakes of page information.
■Notes
・Please integrate both Confluence and Microsoft Excel with Yoom.
・Microsoft365 (formerly Office365) has a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・You can select the trigger interval from 5, 10, 15, 30, or 60 minutes.
・Please note that the shortest trigger interval varies depending on the plan.
・For the operation settings to manipulate the Microsoft Excel database, please refer to here.
■Overview
The flow "Create a card in Trello when a page is created in Confluence" is a business workflow that automatically adds a corresponding card to Trello when a new page is created in Confluence.
This allows for seamless integration of document updates and task management, improving team efficiency.
■Recommended for
■Benefits of using this template
By utilizing this flow, a card is automatically added to Trello every time a page is created in Confluence, eliminating the need for manual input and saving time through automation.
Additionally, by linking documents and tasks, it prevents discrepancies and omissions in information, ensuring consistency.
The update status of Confluence can be seen at a glance on Trello, making it easier to manage the progress of the entire team and leading to increased operational efficiency.
It is possible to automatically upload files posted in Slack channels to Microsoft SharePoint and to automatically create folders in Microsoft SharePoint every month.
■Overview
The "Automatically Create Folders in Microsoft SharePoint Every Month" 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, allowing your team to proceed with their tasks smoothly.
■Recommended for
■Benefits of Using This Template
Monthly folder creation tasks can be cumbersome and prone to errors.
By automating the folder creation that was previously done manually, you can significantly reduce the time spent on manual tasks. Furthermore, automating regular folder creation helps prevent human errors associated with manual tasks. With automation, folders are created based on consistent rules, enabling unified management across the entire team.
■ Overview
The "Store summary files in Microsoft SharePoint once transcription of Zoom recordings is complete" workflow is a business workflow that automates the management and sharing of meeting content.
Once the transcription of a video conference recorded on Zoom is complete, AI is used to summarize key points, which can then be shared on Microsoft SharePoint.
■ Recommended for
■ Benefits of using this template
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business 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 for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
■Overview
This is a flow that creates a folder in Microsoft SharePoint when a row is added in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Sales representatives who want to centrally manage customer information in Google Sheets and reduce the effort of storing proposal documents and contracts for each customer
・Sales team leaders who manage projects on a per-project basis and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
2. Those who use Microsoft SharePoint for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in Microsoft SharePoint based on the information added to Google Sheets.
It reduces the effort of manual work and prevents human errors such as typos in folder names or forgetting to create folders.
The storage locations for various documents and forms are unified, helping to improve the efficiency of file management.
■Notes
・Please integrate Yoom with both Google Sheets and Microsoft SharePoint.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Triggers can be set to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes.
・Please note that the shortest activation interval varies depending on the plan.
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.
Why not utilize the appropriate integration flow to create an environment where you can make effective use of your time?
