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The integration of Notion and Microsoft SharePoint can automate folder creation and reduce unnecessary work.
For example, when you register a client in Notion, a folder is automatically created in Microsoft SharePoint, streamlining operations and preventing any oversights in folder creation.
This article clearly explains how to integrate Notion and Microsoft SharePoint without any coding, so be sure to give it a try!
This article introduces the integration method using the no-code tool "Yoom".
No complicated settings or operations are required, making it easy for non-engineers to implement.
You can also start immediately using the template below, so be sure to give it a try!
[About Yoom]
Let's create a flow together using a template that "creates a folder in Microsoft SharePoint when a client is registered in Notion"!
If you don't have a Yoom account, please issue one from the "Yoom Account Issuance Page" below.
For basic operations of Yoom, please check "Getting Started with Yoom".
Let's get started!
(1) After logging into Yoom, select "My Apps" from the left column and click "+ Add".
(2) Search for Notion.
(3) The following content will appear, so click "Select a page".
(4) Check the pages you want to allow and click "Select a page".
(5) Next, integrate Microsoft SharePoint. Similarly, click Microsoft SharePoint from the list of new connections in 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.
(6) A sign-in screen will appear. Enter your account and click "Next".
Once the integration is complete, Notion and Microsoft SharePoint will be registered in Yoom's My Apps.
This completes the My Apps registration.
Next, let's set up the trigger using a template!
(1) We will use the template introduced earlier. Click "Try it" on the banner below.
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."
(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."
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!
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.
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.
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
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.
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.
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!
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