How to Create a Folder in Microsoft SharePoint When a Client is Registered in Notion

Click on "When a specific database page is created or updated" in the app trigger.

(2) From the Notion "Select integration account and action" screen, check that there are no errors in the account information linked with Notion, keep the trigger action as "When a specific database page is created or updated," and click "Next."

(3) From the "App Trigger API Connection Settings" screen, select the trigger interval from the dropdown.
※ You can select the trigger interval from 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. The shortest trigger interval varies depending on the plan, but a shorter setting is generally recommended.

Enter the database ID.
Once the entry is complete, click "Test," and if no errors occur, click "Save."

Step 3: Integrate with Microsoft SharePoint

(1) Next, integrate with Microsoft SharePoint.
Click "Create Folder."

(2) From the Microsoft SharePoint "Select integration account and action" screen, check that there are no errors in the account information linked with Microsoft SharePoint, keep the action as "Create Folder," and click "Next."

(3) From the "API Connection Settings" screen, enter each item.
・Site ID: Select from candidates
・Drive ID: Select from candidates
・Parent Folder Name: Select from output
・Parent Folder Item ID: Select from candidates
・Folder Name: Select from output

Once the entry is complete, click "Test" at the bottom, and if no errors occur, click "Save."
(4) Finally, click "Turn Trigger ON."

This completes the flowbot "Create a folder in Microsoft SharePoint when a client is registered in Notion."

Other Automation Examples Using Notion and Microsoft SharePoint

In addition to the integrations introduced today, various automations can be achieved by utilizing the APIs of Notion and Microsoft SharePoint.

If you find something interesting, please give it a try!

Automation Examples Integrating Notion and Microsoft SharePoint

When a status is updated in Notion, you can create a folder in Microsoft SharePoint, or when a file is stored in Microsoft SharePoint, you can add the file information to Notion.
Additionally, it is possible to integrate OCR for files stored in Microsoft SharePoint and add them to Notion.

Examples of Automation Using Notion

Add meeting transcription data to Notion after a web meeting ends

Automatically add meeting transcription data to Notion after a meeting ends on Google Meet or Zoom.

Add to Notion when an event is created in the calendar

Automatically add events to Notion when they are registered in Google Calendar or Outlook Calendar.

Add the content registered in Notion to the database

Automatically add the content registered in Notion to databases such as Google Sheets or Microsoft Excel.

Automation Example Using Microsoft SharePoint

Store Form Attachments in Microsoft SharePoint

Automatically store files attached in Google Forms, etc., in Microsoft SharePoint.

Store Attachments Received by Email in Microsoft SharePoint

Automatically store attachments received in Outlook or Gmail in Microsoft SharePoint.

Notify Chat Tools When an Item is Added to a Microsoft SharePoint List

Automatically notify tools like Slack or Discord when an item is added to a Microsoft SharePoint list.

For those who want to check out templates using Notion and Microsoft SharePoint, please visit the following site.

List of Flowbot Templates Using Notion

List of Flowbot Templates Using Microsoft SharePoint

Benefits of Integrating Notion and Microsoft SharePoint

Benefit 1: Automatic Folder Creation

By integrating Notion and Microsoft SharePoint, you can automatically create folders each time you add a record.
This eliminates the need to manually create folders each time, which should lead to increased work efficiency!
For example, when managing tasks in Notion, creating a folder each time you add a task could be quite time-consuming.
With this integration, you can also reflect Notion information in the folder names, making folder management easier.

Benefit 2: Prevention of Missing Folder Creation

Integrating Notion and Microsoft SharePoint can prevent missing folder creation.
When creating folders manually, there might be instances where you miss creating one.
For example, an urgent task might arise just as you add a record.
In such cases, you might plan to create the folder later and then forget about it. Some of you might have experienced this.
This integration helps prevent such missing folder creation, making it convenient.

Summary

The integration of Notion and Microsoft SharePoint is expected to improve work efficiency and the accuracy of information management!
If folder creation associated with record registration is automated, work speed will increase, and errors will decrease.
As a result, the productivity of the entire team may improve, and operations may become smoother.
At Yoom, by integrating with various apps, you can unify scattered information into one.
It's a perfect tool for those who want to visualize the state of the company or make work proceed more smoothly.
If you're interested, please use this article as a reference and give it a try!