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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!
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.
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.
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.
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.
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.
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:
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.
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.
Now, let's explain using a template.
1) First, click on the "Try it" icon.
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.
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".
3) Select the trigger activation interval and enter your domain URL.
The trigger activation interval varies depending on the subscription plan.
We recommend the shortest time available for your plan.
For details on each plan, please refer to this.
List of feature restrictions and usage limits for each plan | Yoom Help Center (intercom.help)
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".
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".
When you click on the database ID box, the linked IDs will be displayed, so select the ID you want to use.
If an error occurs, please refer to the following link.
Common errors and verification methods related to each ID in Notion | Yoom Help Center
3) Enter the required fields.
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】.
Once the setup is complete, the following display will appear, click "Turn on Trigger".
Start the flow bot and verify that it works correctly.
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.
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.
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.
By leveraging the APIs of Microsoft SharePoint and Notion, various automations can be achieved!
How about the following automations?
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!
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!
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!
Take this opportunity to register with Yoom and implement automation!
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