[Microsoft SharePoint API] A Comprehensive Guide to Integration Methods with Various Apps and Use Cases.

m.wadazumi

What You Can Do with Microsoft SharePoint API

By integrating the Microsoft SharePoint API with external app APIs, you can automate tasks such as folder creation and document saving and downloading.
For example, when you register a client in an external app, you can automatically create a dedicated folder in Microsoft SharePoint.
This automation helps reduce the risk of losing documents.

Additionally, once a document is finalized with GMO Sign or Cloud Sign, it can be automatically saved to Microsoft SharePoint, preventing errors or omissions during the saving process.
As such, the Microsoft SharePoint API is recommended for those looking to streamline folder and document management.

Who Should Use the Microsoft SharePoint API

Those who want to centralize client data management using Microsoft SharePoint
Those in sales or legal departments who want to automate contract storage and prevent human error
Those who want to integrate with email or chat tools for smooth project and data sharing

How to Use the Microsoft SharePoint API

This time, we'll use a service called Yoom to utilize the Microsoft SharePoint API without coding.

[What is Yoom]

If you haven't used Yoom yet, please register for free here.
If you are already using Yoom, please log in.

How to Connect Microsoft SharePoint with Yoom

Setting Up My App Integration

Register your app to connect it with Yoom.
Log in to Yoom and click "My Apps" → "New Connection" on the left side of the Yoom screen.

A list of apps that can be connected with Yoom will be displayed. Search for "Microsoft SharePoint" using the search box at the top.
Enter "Microsoft SharePoint" in the search box and click on Microsoft SharePoint.

The following screen will be displayed, so please log in to Microsoft SharePoint.

If Microsoft SharePoint is displayed in your My Apps section, the registration is complete.
By registering in My Apps, you can now use all the APIs provided by Microsoft SharePoint through Yoom!
*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.

From here, we will introduce templates that are actually prepared for each recommended job type and usage scene.

Examples of Automation Achievable with the Microsoft SharePoint API

1. Automatically Create Folders in Microsoft SharePoint

You can build a system where, when a client or record is registered in an external application via its API, a folder is automatically created in Microsoft SharePoint.
Utilizing the Microsoft SharePoint API can make data centralization and information sharing easier.

A specific use case is when a new client is registered in Salesforce, a corresponding company folder is automatically created in Microsoft SharePoint, where related documents such as contracts can be stored.
This automation allows the sales team to register new clients and save client materials in folders, potentially reducing the time spent on data searches.
Additionally, creating dedicated folders for each customer allows the customer team to save inquiry information and more.

Furthermore, when client information is registered in the database of an external application, a folder can be automatically created in Microsoft SharePoint.
For example, when company names or other client information are registered in Airtable or Notion, a folder using that company name can be automatically created.
Even if client information is registered in the database, folders can be easily created, making information sharing easier.

It is also possible to automatically create a folder in Microsoft SharePoint and send a notification to a chat tool at a specified date and time.
For example, you can automate the creation of a folder in Microsoft SharePoint at 9 AM on the 1st of every month and create a new group in Microsoft Teams to send a notification.
This allows you to notify only the members related to the project, so if you save the materials to be used in the project in advance, it will make it easier to proceed with the project.

2. Automatically Save to Microsoft SharePoint

By utilizing the Microsoft SharePoint API and the API of external applications, you can build a system that automatically saves data according to actions occurring in external applications.
For example, when a document is finalized in DocuSign, the file can be automatically saved to Microsoft SharePoint.
This eliminates the need to manually save important documents and reduces the risk of saving them in the wrong location.

This is particularly effective in departments like sales and legal.
For instance, sales representatives can prevent the loss of finalized documents, and legal personnel can have an environment where they can access necessary documents at any time.

Additionally, the process of uploading files attached to emails or files approved in workflows to Microsoft SharePoint can be streamlined using APIs.
For example, you can upload files attached to emails to Microsoft SharePoint and automatically notify Microsoft Teams, helping to prevent files from being overlooked.
Even if you are using Microsoft Teams as a communication tool within your team, you can easily share files attached to emails, reducing the need to switch between applications.

3. Automatically Download with Microsoft SharePoint

By utilizing the Microsoft SharePoint API and the API of external applications, data management and processing can be streamlined, reducing manual effort.
For example, when there is a response to a form in an external application, you can automatically download a pre-prepared quotation template based on the form content through the Microsoft SharePoint API and notify Slack or Outlook.

This eliminates the need to operate each application and the effort of data entry, allowing work to proceed smoothly.
By notifying Slack or Outlook of the quotation, you can prevent notification omissions or errors.

Summary

Automation using Microsoft SharePoint API and external application APIs prevents information oversight and manual errors.
By automating processes such as creating folders for each client and saving contracts, the burden on the person in charge can be reduced, allowing projects to proceed smoothly.
This may lead to improved data management accuracy as manual errors decrease.

Yoom's automation can be easily implemented by anyone without complicated code input.
Let's utilize the templates introduced this time to streamline daily operations.

The person who wrote this article

m.wadazumi

I've been working as a writer since my job in child welfare, and I'm currently writing a blog on Yoom. While being surprised by the work efficiency improvements that can be made with Yoom, I would like to share that excitement with everyone and contribute to society. I'll tell you about application integration and automation that even I, who has zero programming knowledge, can do.