How to create a folder in Microsoft SharePoint when a client is registered in Notion

Click on "Page in database is created or updated" in the app trigger.

‍

‍

(2) From the "Select integration account and action" screen in Notion, check if there are any errors in the account information linked with Notion, keep the trigger action as "When a page in a specific database 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 trigger intervals of 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."

‍

‍

(4)Next, click "Operate Database".

‍

‍

(5)Here, we will set up record retrieval by ID.Enter your account information and the database ID from "Options", then click "Next".

‍

‍

(6)This will retrieve one record that matches the specified conditions from the table selected in Notion.Enter search conditions and run a test.This time, we will set the output to be the "Object ID" obtained in the previous step.
Once the entry is complete, click "Test," and if no errors occur, click "Save."

‍

‍

Step 3: Integration with Microsoft SharePoint

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

‍

‍

(2) From the "Select integration account and action" screen in Microsoft SharePoint, check if there are any 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 the following information.
・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 on the trigger."

‍

‍

This completes the flowbot for "Creating 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 there's something that interests you, please give it a try!

Automation Examples Integrating Notion and Microsoft SharePoint

You can create a folder in Microsoft SharePoint when the status is updated in Notion, or add file information to Notion when a file is stored in Microsoft SharePoint.
Additionally, it is possible to integrate by performing OCR on files stored in Microsoft SharePoint and adding them to Notion.

Automation Example 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 to Google Forms and other forms in Microsoft SharePoint.

Store Email Attachments Received 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.

Additionally, if you 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 every time you add a record.
This eliminates the need to manually create folders each time, which should lead to improved work efficiency!
For example, if you manage tasks in Notion, creating a folder every time you add a task might not leave you with enough time.
With this integration, you can also reflect Notion information in the folder names, making folder management easier.

Benefit 2: Prevention of Folder Creation Oversights

Integrating Notion and Microsoft SharePoint can prevent oversights in folder creation.
When creating folders manually, isn't it easy to miss some?
For instance, urgent tasks might arise just when you add a record.
Some of you might have experienced intending to create a folder later and then forgetting about it.
This integration helps prevent such oversights in folder creation, making it convenient.

Conclusion

The integration of Notion and Microsoft SharePoint seems promising for improving work efficiency and the accuracy of information management!
If folder creation associated with record registration is automated, work speed may increase, and errors may decrease.
As a result, the productivity of the entire team might improve, and operations could 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 their company or make work progress more smoothly.
If you're interested, please refer to this article and give it a try!