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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.
■Overview
The workflow "Add file information to Notion when a file is stored in Microsoft SharePoint" contributes to the efficiency of information management.
Information is automatically added simultaneously with the addition of files, reducing the risk of omissions.
■Recommended for
■Benefits of using this template
By linking Microsoft SharePoint and Notion, it becomes possible to quickly organize and share file information.
This smoothens information management and improves team work efficiency.
Additionally, as file information is quickly reflected in Notion, it allows for prompt responses, making it effective for tasks that require speedy handling.
As information sharing in Notion becomes faster, communication among members improves, and teamwork is strengthened.
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.
■Overview
The workflow "Add file information to Notion when a file is stored in Microsoft SharePoint" contributes to the efficiency of information management.
Information is automatically added simultaneously with the addition of files, reducing the risk of omissions.
■Recommended for
■Benefits of using this template
By linking Microsoft SharePoint and Notion, it becomes possible to quickly organize and share file information.
This smoothens information management and improves team work efficiency.
Additionally, as file information is quickly reflected in Notion, it allows for prompt responses, making it effective for tasks that require speedy handling.
As information sharing in Notion becomes faster, communication among members improves, and teamwork is strengthened.
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.
■Overview
The workflow "Store form attachments in Microsoft SharePoint and add file information to Notion" streamlines the tasks of storing files and adding information.
It contributes to increased productivity by reducing working time.
■Recommended for
■Benefits of using this template
By storing form attachments in Microsoft SharePoint and adding file information to Notion, you can improve work efficiency.
Specifically, since attachments are automatically managed, manual effort is reduced.
This makes the workflow smoother and saves time.
Additionally, since file information is centrally managed in Notion, information sharing becomes easier, enhancing team collaboration.
With quick file management, you can proceed with work efficiently without overlooking important information.
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.
■Overview
The workflow "OCR files stored in Microsoft SharePoint and add them to Notion" streamlines the management of file information.
By automatically reading the contents of documents with OCR and adding file information, work efficiency is improved.
■Recommended for
■Benefits of using this template
By utilizing this flow, you can quickly OCR process files stored in Microsoft SharePoint and smoothly add them to Notion.
This allows you to rapidly digitize file contents and make them searchable.
As a result, information can be organized and shared efficiently, improving the overall efficiency of operations.
Furthermore, since manual data entry is no longer necessary, it reduces effort and lowers the risk of human error.
This enhances accuracy and makes management more reliable.
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:
■Overview
The workflow "Add file information to Notion when a file is stored in Microsoft SharePoint" contributes to the efficiency of information management.
Information is automatically added simultaneously with the addition of files, reducing the risk of omissions.
■Recommended for
■Benefits of using this template
By linking Microsoft SharePoint and Notion, it becomes possible to quickly organize and share file information.
This smoothens information management and improves team work efficiency.
Additionally, as file information is quickly reflected in Notion, it allows for prompt responses, making it effective for tasks that require speedy handling.
As information sharing in Notion becomes faster, communication among members improves, and teamwork is strengthened.
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.
■Overview
The workflow "Add file information to Notion when a file is stored in Microsoft SharePoint" contributes to the efficiency of information management.
Information is automatically added simultaneously with the addition of files, reducing the risk of omissions.
■Recommended for
■Benefits of using this template
By linking Microsoft SharePoint and Notion, it becomes possible to quickly organize and share file information.
This smoothens information management and improves team work efficiency.
Additionally, as file information is quickly reflected in Notion, it allows for prompt responses, making it effective for tasks that require speedy handling.
As information sharing in Notion becomes faster, communication among members improves, and teamwork is strengthened.
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.
■Overview
This is a flow that creates a folder in Microsoft SharePoint when a client is registered in Notion.
■Recommended for
1. Sales representatives who primarily use Notion
・Those who want to smoothly share information with clients by utilizing Microsoft SharePoint's file sharing features
・Those who want to manage more detailed information by linking client information in Notion with Microsoft SharePoint
2. Back-office staff who primarily use Microsoft SharePoint
・Those who want to automatically grasp client information registered in Notion through Microsoft SharePoint
・Those who want to improve the efficiency of customer management by linking Notion and Microsoft SharePoint
■Benefits of using this template
Notion is a convenient tool for customer management and information sharing, but manually creating a folder in Microsoft SharePoint every time a client is registered can be time-consuming and cumbersome, potentially leading to complicated information management and missed folder creation.
By utilizing this flow, when a client is registered in Notion, the necessary folder is created in Microsoft SharePoint, allowing for more efficient file management and enabling you to quickly find the information you need.
■Notes
・Please link both Notion and Microsoft SharePoint with Yoom.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
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.
■Overview
The workflow "Create a folder in Microsoft SharePoint when the status is updated in Notion" contributes to reducing the burden of clerical work.
Since work time is shortened, it will lead to improved business efficiency.
■Recommended for
■Benefits of using this template
By linking Notion and Microsoft SharePoint, there is the benefit of automatically creating folders when the status is updated.
Introducing this flow improves efficiency in task management and project progress.
Since related materials can be organized smoothly, it becomes easier to search and share information, leading to faster work.
Additionally, since the hassle of manually creating folders is eliminated, more time can be allocated to other important tasks.
This efficiency improvement enhances the productivity of the entire team and ensures smooth project progress.
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!
◼️Overview
When a record is registered in the Salesforce Account object, a new folder with the account name is created in SharePoint, and the URL of the created folder is registered in Salesforce using a flow bot.
This flow bot allows you to automatically create a folder when an account is registered in Salesforce, enabling you to manage files related to the account in SharePoint.
Feel free to modify the settings as you like.
■Recommended for
・Those who use both Salesforce and SharePoint and frequently switch between the two applications.
・Those who store information according to customer status in both Salesforce and SharePoint.
■Benefits of using this template
By using this flow bot, you can create any folder in SharePoint according to events in Salesforce.
This is particularly beneficial for workflows where sales status is managed in Salesforce and legal/accounting management is done in SharePoint.
◼️Notes
・Please use it by linking your SharePoint and Salesforce accounts with Yoom.
・Available with Yoom's team plan or higher.
・The flow bot will activate 5 to 15 minutes after registering an account in Salesforce.
・Salesforce is an application available only with the team plan and success plan. If you are on a free plan or mini plan, the operations and data connections of the configured flow bot will result in errors, so please be careful.
・Paid plans such as team plans and success plans offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
・Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business). If you are not subscribed to a general business plan, authentication may fail.
■Overview
The "Upload files posted in Slack channels to Microsoft SharePoint" flow is a business 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 for
■Benefits of using this template
Files posted in Slack channels are automatically uploaded to Microsoft SharePoint, eliminating the hassle of manual file management.
With files consolidated in Microsoft SharePoint, you can quickly check and share the necessary information.
Automatic integration prevents human errors in file management, enabling accurate information management.
■Overview
The flow "Upload files to Microsoft SharePoint when a file is created in OneDrive" is a business workflow that automates the integration between OneDrive and Microsoft SharePoint.
This facilitates smooth file management and sharing, supporting improved team productivity.
■Recommended for
■Benefits of using this template
■Overview
This is a flow that creates a folder in Microsoft SharePoint when a row is added in Google Sheets.
With Yoom, you can easily achieve this flow without any programming, as it allows for integration between apps.
■Recommended for
1. Those who use Google Sheets for business
・Sales representatives who want to centrally manage customer information in Google Sheets and reduce the effort of storing proposal documents and contracts for each customer
・Sales team leaders who manage projects on a per-project basis and aim to improve the efficiency of managing related documents
・Marketing personnel who want to individually save planning documents and statistical data for each campaign
2. Those who use Microsoft SharePoint for business
・Those who want to reduce the effort of creating folders and prevent omissions
・Those who aim to unify file management and improve transparency
■Benefits of using this template
With this flow, you can automatically create folders in Microsoft SharePoint based on the information added to Google Sheets.
It reduces the effort of manual work and prevents human errors such as typos in folder names or forgetting to create folders.
The storage locations for various documents and forms are unified, helping to improve the efficiency of file management.
■Notes
・Please integrate Yoom with both Google Sheets and Microsoft SharePoint.
・Microsoft365 (formerly Office365) has both a home plan and a general business plan (Microsoft365 Business), and if you are not subscribed to the general business plan, authentication may fail.
・Triggers 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.
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!
■Overview
The flow of "Adding a pull request created on GitHub to Notion" is a business workflow that streamlines the work of development teams.
When a new pull request occurs on GitHub, the information is automatically recorded on a specified page in Notion.
■Recommended for
■Benefits of using this template
When managing the same information on both GitHub and Notion, manual synchronization carries the risk of human error.
By incorporating this automation, you can quickly reflect the status of pull requests in Notion.
This allows for centralized management of project progress and issues, facilitating smooth information sharing across the team.
It reduces manual data entry, saving time and effort, while enhancing the transparency of the development process.
■Overview
The workflow of "Updating Notion records based on Discord posts" helps reduce the hassle of data updating tasks.
Since data updates are completed with operations only on chat, there is no need to access Notion directly.
■Recommended for
■Benefits of using this template
By linking Discord and Notion, you can improve work efficiency.
Information shared on Discord is directly reflected in Notion, achieving centralized information management.
Additionally, manual data entry becomes unnecessary, reducing the risk of input errors.
With quicker responses, project progress becomes smoother, and the overall team performance improves.
■Overview
This is a flow that creates a page in Notion when there is a response to a Google Form.
■Recommended for
1. Those who want to centrally manage information in Notion
・For those who want to automatically create and manage various information collected via Google Forms, such as customer information, survey results, and event participant information, as individual pages in Notion
・For those who want to use Notion pages as a place to aggregate information and share it with team members
2. Those who want to streamline operations by linking Google Forms and Notion
・For those who want to eliminate manual data entry and save time
・For those who want to create tasks in Notion or link related information based on response content
3. Marketing personnel, sales personnel, HR personnel, project managers, etc.
・For those who collect information using Google Forms and manage and utilize it in Notion
■Benefits of using this template
・It saves the effort of manually transferring Google Form responses to the Notion database, leading to significant time savings.
・By linking with Notion's database function, you can database the created pages and analyze the response data or utilize it in business operations.
■Notes
・Please link both Google Forms and Notion with Yoom.
・Refer to the following for how to obtain response content when using Google Forms as a trigger.
■Overview
The workflow "Add customer information to Hubspot when it is added to Notion" is a business workflow that achieves efficiency in customer management.
By automatically registering the same information in Hubspot when customer information is added to Notion, the workflow achieves automation while maintaining data consistency.
■Recommended for
■Benefits of using this template
By simply entering customer information into Notion, it is automatically reflected in Hubspot, eliminating the need for duplicate entry.
Additionally, by automating the manual data migration process, you can make effective use of your time and focus on other important tasks.
This reduces human error and improves the accuracy of information management.
It may also help prevent potential business opportunities from being lost due to input errors.
■Overview
The flow of "Posting content on X (Twitter) when the content status in Notion is changed" is a business workflow that streamlines the process of content dissemination.
It allows you to maintain the frequency of information dissemination while reducing effort.
■Recommended for
■Benefits of using this template
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!
