It's common to manually transfer data to Notion while checking folders and files added to Microsoft SharePoint. Have you ever experienced going back and forth between multiple folders and files, mistakenly transferring data, or making typing errors?
In such cases, it's recommended to integrate Microsoft SharePoint with Notion! By utilizing API-based app integration, you can automatically transfer data from Microsoft SharePoint to Notion!
Hearing about API integration might sound difficult, but with Yoom, which allows app integration without programming, you don't need specialized knowledge! We provide a step-by-step guide with images on how anyone can easily integrate apps, so take this opportunity to experience automation!
For those who want to try it quickly
By using Yoom, you can easily integrate Microsoft SharePoint and Notion with no code. Yoom offers templates for integrating Microsoft SharePoint and Notion, so you can achieve integration immediately just by signing up, even without API knowledge.
Once a file is stored in Microsoft SharePoint, add the file information to Notion.
■Notes ・Please connect both Microsoft SharePoint and Notion with Yoom. ・Microsoft 365 (formerly Office 365) offers Home plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Due to application specifications, the file's creation date and last modified date may not match, and branching may not work correctly; please be aware. ・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum execution interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in the flow bot will result in an error, so please be aware. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
What You Can Do by Integrating Microsoft SharePoint and Notion
By integrating the APIs of Microsoft SharePoint and Notion, you can automatically transfer data from Microsoft SharePoint to Notion! For example, you can automatically perform data transfers like the ones below without human intervention.
Add File Information to Notion When a File is Stored in Microsoft SharePoint
This flow automatically adds file information to Notion when a file is stored in Microsoft SharePoint. It centralizes document management and is expected to enhance smooth information sharing and task management within the team.
Once a file is stored in Microsoft SharePoint, add the file information to Notion.
■Notes ・Please connect both Microsoft SharePoint and Notion with Yoom. ・Microsoft 365 (formerly Office 365) offers Home plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Due to application specifications, the file's creation date and last modified date may not match, and branching may not work correctly; please be aware. ・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum execution interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in the flow bot will result in an error, so please be aware. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
Store Form Attachments in Microsoft SharePoint and Add File Information to Notion
This flow automatically saves attachments submitted through forms to Microsoft SharePoint and adds the file information to Notion. It is expected to improve document management efficiency and facilitate smooth information sharing and task management within the team.
Store form attachments in Microsoft SharePoint and add file information to Notion.
■Overview The workflow 'Store form attachments in Microsoft SharePoint and add file information to Notion' streamlines the process of storing files and adding information. It contributes to increased productivity by reducing working time.
■Recommended for ・Those who use Microsoft SharePoint for file management and sharing ・Those who manage files with a team using Microsoft SharePoint but find manual file uploads cumbersome ・Those who want to quickly upload files to Microsoft SharePoint and reflect that information in Notion ・Those who use Notion regularly and want to centrally manage file information ・Project managers who want to smoothly grasp the information of files uploaded by team members
■Notes ・Please link Yoom with both Notion and Microsoft SharePoint. ・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.
Add OCR-Processed Files Stored in Microsoft SharePoint to Notion
This flow automatically analyzes files stored in Microsoft SharePoint using OCR and adds the extracted text to Notion. It allows you to manage the contents of images and PDFs as digital data, improving searchability and enhancing the efficiency of information utilization.
OCR files stored in Microsoft SharePoint and add them to Notion.
■Overview The "OCR files stored in Microsoft SharePoint and add them to Notion" workflow streamlines the management of file information. By using OCR to read document contents and automatically add file information, it improves operational efficiency.
■Recommended for ・Those who manage files using Microsoft SharePoint ・Those who work with files on Microsoft SharePoint but find it tedious to manually copy required information to another platform ・Those who want to OCR documents in Microsoft SharePoint and automatically add data to Notion ・Those who use Notion to centralize information management ・Those aiming to improve operational efficiency and automate file OCR and information sharing
■Notes ・Please connect Yoom with both Microsoft SharePoint and Notion. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・The minimum trigger interval varies by plan. ・AI operations for OCR or transcribing audio are available only on the Team Plan and Success Plan. On the Free Plan and Mini Plan, the configured Flowbot operations will result in errors. ・Paid plans such as the Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use restricted apps and AI features (operations). ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail.
Let's Create a Microsoft SharePoint and Notion Integration Flow
Let's get started by creating a flow that integrates Microsoft SharePoint and Notion!
This time, we will proceed with the integration of Microsoft SharePoint and Notion using Yoom without any code. If you do not have a Yoom account yet, please create one from this registration form.
[What is Yoom]
This time, we will create a flow bot that adds file information to Notion when a file is stored in Microsoft SharePoint!
The creation process is broadly divided as follows:
Integrate Microsoft SharePoint and Notion with My Apps
Copy the template
Set triggers in Microsoft SharePoint and actions in Notion
Set the trigger to ON and complete the preparation for flow operation
Once a file is stored in Microsoft SharePoint, add the file information to Notion.
■Notes ・Please connect both Microsoft SharePoint and Notion with Yoom. ・Microsoft 365 (formerly Office 365) offers Home plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Due to application specifications, the file's creation date and last modified date may not match, and branching may not work correctly; please be aware. ・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum execution interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in the flow bot will result in an error, so please be aware. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
Step 1: Connect Microsoft SharePoint and Notion with My Apps
1) After logging into your Yoom account, register the apps you will use next. Click "My Apps" and select "+ Add".
2) A list of apps that can be connected with Yoom will be displayed, and you can search for each app one by one from the search window.
[For Microsoft SharePoint]
Once you can select Microsoft SharePoint, log in with the account you will use. Note that Microsoft 365 (formerly Office 365) has personal and business plans (Microsoft 365 Business). If you do not have a business plan, authentication from Yoom may not work properly, so please be careful. For more details, please check here. My App Registration Procedure and Precautions in Microsoft365 Services | Yoom Help Center
[For Notion]
Once you can select Notion, log in with the target account and click "Select Page".
Select the page you want to use and click "Allow Access".
3) Once registration is complete, an icon will be displayed in My Apps. Check if the icon of the registered app is displayed.
Step 2: Copy the Template
Now, let's explain using a template.
Once a file is stored in Microsoft SharePoint, add the file information to Notion.
■Notes ・Please connect both Microsoft SharePoint and Notion with Yoom. ・Microsoft 365 (formerly Office 365) offers Home plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Due to application specifications, the file's creation date and last modified date may not match, and branching may not work correctly; please be aware. ・For the trigger, you can choose an execution interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum execution interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, operations configured in the flow bot will result in an error, so please be aware. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
2) The following confirmation screen will appear, click "OK".
Once displayed as below, the template has been copied.
Titles and details can be edited by clicking on them. Also, the copied template is saved in My Projects, so you can open it from there as well.
Step 3: Set a trigger to activate when a file is created or updated in a specified folder in Microsoft SharePoint
Click on the icons with "!" displayed on the right in order from the top and set the operations. 1) First, let's click on "When a file is created or updated in a specified folder in the site"!
2) Ensure that the action "When a file is created or updated in a specified folder in the site" is selected, then click "Next".
When you click on the site ID box, the linked site IDs will be displayed, so select the site ID you want to use. Also, the folder ID can be selected by setting the site ID. Select the site ID and folder ID you want to use.
If the test is successful, click "Save".
Step 4: Set an action to add a record to Notion
1) Return to the flow and click on the "Operate the Database" icon.
2) Ensure that the action "Add a record" is selected and click "Next".
For entering the values of the records to be added, you can select the output from Microsoft SharePoint obtained earlier. Select the relevant item from the output. About output | Yoom Help Center
Once the input is complete, click "Test", and after the test is complete, click "Save".
This completes the flow of 【Adding file information to Notion when a file is stored in Microsoft SharePoint】.
Step 5: Test and Verify
Once the setup is complete, the following display will appear, click "Turn on Trigger". Start the flow bot and verify that it works correctly.
If you want to link Notion information to Microsoft SharePoint
This time, we introduced how to register inquiries from Microsoft SharePoint to Notion, but if you want to link Notion information to Microsoft SharePoint, please also use the following template.
Create a folder in Microsoft SharePoint when a client is registered in Notion
This flow automatically creates a corresponding folder in Microsoft SharePoint when a new client is registered in Notion. You can centrally manage materials for each client, expect smooth information sharing within the team, and improve work efficiency.
Create a folder in Microsoft SharePoint when a client is registered in Notion.
Create a folder in Microsoft SharePoint when the status is updated in Notion
This flow automatically creates a corresponding folder in Microsoft SharePoint when the status is updated in Notion. It helps organize documents according to the progress of projects or tasks, improving information sharing and work management within the team.
When the status is updated in Notion, create a folder in Microsoft SharePoint.
■Overview The "Create a folder in Microsoft SharePoint when status is updated in Notion" workflow contributes to reducing the burden of administrative work. It leads to improved business efficiency by reducing working hours.
■Recommended for those who ・Use Notion for project and task management ・Want to manage related files swiftly when status changes ・Wish to build a smooth workflow by linking multiple platforms ・Want to centrally manage information using Microsoft SharePoint ・Wish to quickly create necessary folders and manage them efficiently synchronously at status update
■Notes ・Please link with Yoom for both Notion and Microsoft SharePoint. ・The trigger interval can be set to 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please be aware that the shortest trigger interval varies depending on the plan. ・Branches are features (operations) available in plans above the mini plan. In the case of a free plan, operations set up for the flowbot will result in an error, so please be mindful. ・Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use apps and features (operations) that are usually restricted. ・Microsoft365 (formerly Office365) has home plans and general business plans (Microsoft365 Business). If you are not subscribed to a general business plan, there is a possibility of authentication failure.
Other Automation Examples Using Microsoft SharePoint and Notion APIs
By leveraging the APIs of Microsoft SharePoint and Notion, various automations can be achieved! How about the following automations?
Automation Examples Using Microsoft SharePoint
You can automatically organize and share documents, or notify the team of specific updates. By integrating with other tools, you can automate approval workflows or classify and save files based on specific conditions!
■Overview Are you manually uploading attachments such as invoices and reports received in Gmail to Microsoft SharePoint? As the number of items increases, this work becomes a heavy burden and also carries the risk of missed saves. By leveraging this workflow, you can use email receipt in Gmail as a trigger to automatically upload attachments to Microsoft SharePoint, freeing you from such routine tasks and helping improve operational accuracy.
■Recommended for ・Those who manually save attachments received in Gmail to Microsoft SharePoint ・Those in departments that handle important files such as invoices and want to prevent missed saves due to manual work ・Those who want to automate routine file management tasks and focus on more important work
■Notes ・Please connect Yoom with both Gmail and Microsoft SharePoint. ・Microsoft 365 (formerly Office 365) has consumer plans and commercial plans (Microsoft 365 Business). If you are not subscribed to a commercial plan, authentication may fail. ・Branching is a feature (operation) available on the Mini plan and above. On the Free plan, operations configured in Flow Bots will result in errors, so please be careful. ・Paid plans such as the Mini plan offer a two-week free trial. During the free trial, you can use restricted apps and features (operations). ・For triggers, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. ・The minimum run interval varies by plan, so please note. ・The maximum downloadable file size is 300MB. Depending on the app specifications, it may be less than 300MB, so please be aware. ・For details on the file sizes that can be handled by triggers and each operation, please refer to the following. https://intercom.help/yoom/en/articles/9413924
When a record is registered in the Salesforce account object, a folder is automatically created in SharePoint, and the folder's URL is registered in Salesforce.
■Summary The "Upload files posted to Slack channel to Microsoft SharePoint" flow is an operational 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 Users for this Template ・Teams that frequently use Slack and share files regularly ・IT personnel looking to streamline file management with Microsoft SharePoint ・Business leaders who spend time manually uploading files and want to improve operational efficiency ・Those aiming for centralized information management and looking to enhance integration between different platforms
■Notes ・Please connect both Slack and Microsoft SharePoint with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, and 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Microsoft365 (formerly Office365) offers household and general corporate (Microsoft365 Business) plans. If you are not subscribed to the corporate plan, authentication may fail.
■Overview The "Upload files to Microsoft SharePoint when a file is created in OneDrive" flow is a business workflow that automates the integration between OneDrive and Microsoft SharePoint. This facilitates smooth file management and sharing, supporting increased team productivity.
■Recommended for - IT personnel of teams or companies that use OneDrive and Microsoft SharePoint on a daily basis - Business users who spend time on manual file transfers - Project leaders who want to improve file management efficiency - Executives who want to promote business automation by utilizing multiple SaaS applications
■Notes - Please integrate each of OneDrive and Microsoft SharePoint with Yoom. - The trigger 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. - Microsoft365 (formerly Office365) has a home plan and a general corporate plan (Microsoft365 Business), and authentication may fail if you are not subscribed to the general corporate plan. - Branching is a feature (operation) available in plans above the mini plan. In the case of the free plan, the operation of the flow bot set will result in an error, so please be careful. - Paid plans such as the mini plan can be tried for free for two weeks. During the free trial, you can use restricted apps and features (operations). - Due to the specifications of the app, there may be cases where the creation date and the last updated date of the file are not the same, and it may not branch correctly, so please understand.
It is possible to automate tasks such as sending regular emails based on customer information, posting on chat tools, adding or updating records when data is created in other apps, and adding customer information to other apps!
When a pull request is created on GitHub, add it to Notion as well.
■Overview The "When a pull request is created on GitHub, also add it to Notion" workflow is a business workflow aimed at streamlining the work of development teams. When a new pull request occurs on GitHub, that information is automatically recorded on a specified Notion page.
■Who We Recommend This Template For ・Leaders of development teams who regularly use GitHub and Notion ・Engineers who want to streamline project progress management ・Team members who spend time managing pull requests manually ・Those who want to automate information sharing and improve the overall productivity of the team ・Project managers who want to strengthen collaborations between different tools and optimize workflows
■Notes ・Please integrate both GitHub and Notion with Yoom.
■Overview The "Update Notion records based on Discord post content" workflow reduces the hassle of data update tasks. Data updates are completed with just operations on chat, eliminating the need to access Notion directly.
■Recommended for ・Those who use Notion for organizing information and project management in their work ・Those who want to efficiently reflect information posted on Discord into Notion ・Those who want to save the trouble of manually updating information ・Those who want to quickly update information and improve the work efficiency of the entire team ・Teams who share information using Notion but are facing issues with delayed updates ・Those who want to enhance internal information sharing smoothly
■Notes ・Please connect both Discord and Notion with Yoom. ・The trigger can be selected to activate at intervals of 5 minutes, 10 minutes, 15 minutes, 30 minutes, or 60 minutes. ・Please note that the shortest activation interval differs depending on the plan.
■Overview The "Workflow to add customer information to Hubspot when it is added to Notion" is a business workflow that enhances the efficiency of customer management. By automatically registering the same information in Hubspot when customer information is added to Notion, automation of work is achieved while maintaining data consistency.
■Recommended for ・Business owners primarily using Notion for customer management ・Sales personnel who want to automate data integration with Hubspot ・IT personnel in companies using multiple customer management tools and wishing to reduce the effort of data entry ・Marketing teams seeking to streamline workflows while maintaining customer information consistency
■Notes ・Please integrate each of Notion and Hubspot with Yoom. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval differs depending on the plan.
■Overview The "Automatically post to Twitter when a specific database page is created in Notion" flow streamlines the content dissemination workflow. It allows you to maintain the frequency of information dissemination while reducing effort.
■Recommended For ・Those who manage content using Notion and wish to disseminate information on Twitter ・Freelancers or individual entrepreneurs who are spending time on manual Twitter posts ・Companies using Notion as a team, aiming for efficient information sharing ・Marketing personnel who want to automate regular updates and manage social media smoothly
■Notes ・Please connect both Notion and X (Twitter) with Yoom. ・Branches are features (operations) available with plans above the mini plan. Operations set in free plans will result in errors, so please be aware. ・Paid plans like the mini plan offer a 2-week free trial. During the trial, you can use restricted apps and features (operations). ・Triggers can be set at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest trigger interval varies depending on the plan.
By integrating Microsoft SharePoint data with Notion, not only will managing and creating files and folders become smoother, but it will also enable automatic data transcription using AI! This eliminates the need to manually enter data while checking Microsoft SharePoint file data, which should improve work speed and prevent creation errors. If tasks that used to take a lot of time can be completed quickly, it might reduce workload and lead to business improvement.
The key point of this integration is that it can be achieved without programming knowledge! With Yoom, such app integration becomes easy. Therefore, even beginners in app integration can easily implement it and quickly try automation in their spare time at work!
While exploring ways to improve operational efficiency in a small to medium-sized enterprise in a region with limited human resources, we discovered Yoom. I was amazed at how much efficiency could be achieved by implementing Yoom, something I had casually wished for. Even without any knowledge or experience in systems or programming, our operations have significantly transformed, and I am writing to share this experience with many others who might feel the same way.
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