Are you finding it time-consuming to share information even though you manage it with Microsoft SharePoint and communicate via Slack?
Manually updating information is inefficient, and without proper integration, you might miss important data. By integrating Microsoft SharePoint with Slack, you can automatically notify everyone of the latest updates. For example, when a list is updated in Microsoft SharePoint, a quick notification is sent to Slack, allowing you to share important changes immediately.
Why not try a method that eliminates unnecessary hassle and streamlines your workflow right away?
For those who want to try it as soon as possible
By using Yoom, you can easily integrate Microsoft SharePoint and Slack without any coding. Yoom provides templates for integrating Microsoft SharePoint and Slack, so you can achieve integration immediately just by signing up, even without API knowledge.
Notify Slack when an item is added or updated in a Microsoft SharePoint list.
■Overview The "Notify Slack When an Item is Added or Updated in a Microsoft SharePoint List" flow is a business workflow designed to streamline team information sharing. By integrating data management in Microsoft SharePoint with communication in Slack, you can communicate the latest information to the entire team in real-time. This prevents information update omissions and sharing delays, enabling efficient business operations.
■Who is this template recommended for? - Those who use Microsoft SharePoint for information management but find sharing with the team a hassle - Team leaders who communicate frequently via Slack and want to share the latest information instantly - IT personnel looking to automate notification tasks for information updates and improve business efficiency - Project managers whose team members need to grasp the latest Microsoft SharePoint data in real time
■Notes - Please integrate both Microsoft SharePoint and Slack with Yoom. - Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail.
What You Can Do by Integrating Microsoft SharePoint and Slack
By integrating the APIs of Microsoft SharePoint and Slack, you can automatically transfer data from Microsoft SharePoint to Slack! For example, you can automatically execute data transfers like the ones below without any manual intervention.
Simply click "Try it out" on the automation example you're interested in and register an account to immediately experience the integration between Microsoft SharePoint and Slack. Registration takes just 30 seconds, so feel free to give it a try!
Notify Slack When an Item is Added or Updated in a Microsoft SharePoint List
By linking data management in Microsoft SharePoint with communication in Slack, you can convey the latest information to the entire team. This flow is recommended for those who use Microsoft SharePoint for information management but find sharing with the team cumbersome.
Notify Slack when an item is added or updated in a Microsoft SharePoint list.
■Overview The "Notify Slack When an Item is Added or Updated in a Microsoft SharePoint List" flow is a business workflow designed to streamline team information sharing. By integrating data management in Microsoft SharePoint with communication in Slack, you can communicate the latest information to the entire team in real-time. This prevents information update omissions and sharing delays, enabling efficient business operations.
■Who is this template recommended for? - Those who use Microsoft SharePoint for information management but find sharing with the team a hassle - Team leaders who communicate frequently via Slack and want to share the latest information instantly - IT personnel looking to automate notification tasks for information updates and improve business efficiency - Project managers whose team members need to grasp the latest Microsoft SharePoint data in real time
■Notes - Please integrate both Microsoft SharePoint and Slack with Yoom. - Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail.
Store Meeting Minutes Data Attached to Form in Microsoft SharePoint and Notify on Slack
Meeting minutes attached to the form are automatically saved to SharePoint, reducing the effort required for file management. Additionally, a notification is sent to Slack after storage. This flow is recommended for those who manage meeting minutes manually and wish to improve efficiency.
Store the minutes data attached to the form in Microsoft SharePoint and notify via Slack.
■Overview The flow 'Store the minutes data attached to the form in Microsoft SharePoint and notify Slack' is a business workflow that streamlines the management and sharing of minutes. It enables seamless delivery of the latest minutes information to the entire team.
■Recommended for ・Those who manually manage minutes and want to improve efficiency ・Team leaders who manage documents using Microsoft SharePoint ・Those who want to improve team communication through information sharing on Slack ・Persons in charge of collecting minutes data using forms
■Notes ・Please integrate Yoom with both Microsoft SharePoint and Slack. ・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.
Let's Create a Microsoft SharePoint and Slack Integration Flow
Now, let's create a flow that integrates Microsoft SharePoint with Slack! We'll proceed with the integration using Yoom without any coding, so if you don't have a Yoom account yet, please create one using this registration form.
[What is Yoom]
This time, we'll create a flow bot that sends notifications to Slack when an item is added or updated in a Microsoft SharePoint list! The creation process is broadly divided into the following steps:
Integrate Microsoft SharePoint and Slack with My Apps
Copy the template
Set up triggers in Microsoft SharePoint and actions in Slack
Turn on the trigger to complete the flow setup
Notify Slack when an item is added or updated in a Microsoft SharePoint list.
■Overview The "Notify Slack When an Item is Added or Updated in a Microsoft SharePoint List" flow is a business workflow designed to streamline team information sharing. By integrating data management in Microsoft SharePoint with communication in Slack, you can communicate the latest information to the entire team in real-time. This prevents information update omissions and sharing delays, enabling efficient business operations.
■Who is this template recommended for? - Those who use Microsoft SharePoint for information management but find sharing with the team a hassle - Team leaders who communicate frequently via Slack and want to share the latest information instantly - IT personnel looking to automate notification tasks for information updates and improve business efficiency - Project managers whose team members need to grasp the latest Microsoft SharePoint data in real time
■Notes - Please integrate both Microsoft SharePoint and Slack with Yoom. - Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail.
Here, we will integrate Yoom with each app to enable operations. First, log in to Yoom, then press "My Apps" in the left menu and click the "Add" button on the right.
Integrate Microsoft SharePoint
1. Search Enter Microsoft SharePoint in the search box and click the Microsoft SharePoint icon.
2. Select an Account The screen will transition, so please select the account you want to sign in with.
Return to the Yoom screen, and if the following display appears, the integration is complete!
[Note] There are personal and business plans (Microsoft 365 Business) for "Microsoft 365 (formerly Office 365)." If you do not have a business plan, authentication from Yoom may not work properly, so please be careful.
Integrate Slack
1. Search Enter Slack in the search box and click the Slack icon.
2. Sign In Enter the workspace URL and click "Continue." The screen will transition, so please sign in with your registered email address.
3. Allow Integration Integrate Yoom with Slack. After making the following settings, click the "Allow" button.
From the dropdown at the top right of the screen, select the Slack workspace to integrate.
From the dropdown at the bottom of the screen, set the channel to post to.
4. Add Yoom App to Channel On the Slack service, open the Slack channel where you want to send messages from Yoom, and set up as shown in the diagram below, steps ① to ③ in order. * Administrator approval may be required. For details, please refer to the official help.
Finally, the screen will transition, so click "Add" to add the Yoom app.
Return to the Yoom screen, and if the following display appears, the integration is complete! * For more details on registering Slack's My Apps, please see this help page.
Step 2: Copy Template
Next, please copy the template to be used this time from below.
Notify Slack when an item is added or updated in a Microsoft SharePoint list.
■Overview The "Notify Slack When an Item is Added or Updated in a Microsoft SharePoint List" flow is a business workflow designed to streamline team information sharing. By integrating data management in Microsoft SharePoint with communication in Slack, you can communicate the latest information to the entire team in real-time. This prevents information update omissions and sharing delays, enabling efficient business operations.
■Who is this template recommended for? - Those who use Microsoft SharePoint for information management but find sharing with the team a hassle - Team leaders who communicate frequently via Slack and want to share the latest information instantly - IT personnel looking to automate notification tasks for information updates and improve business efficiency - Project managers whose team members need to grasp the latest Microsoft SharePoint data in real time
■Notes - Please integrate both Microsoft SharePoint and Slack with Yoom. - Microsoft365 (formerly Office365) has both home plans and general business plans (Microsoft365 Business), and if you are not subscribed to a general business plan, authentication may fail.
1. Click "View Details" on the banner above 2. When the screen changes, click "Try this template" 3. If you haven't registered with Yoom yet, please register ※ If you have already registered, the login screen will be displayed, so please log in. 4. The template will be copied to your Yoom management screen as shown below, so press OK to proceed with the settings.
Step 3: Setting the App Trigger
1. Click "When an item is added or updated in a list" in the red frame The screen will transition, and the content you entered in Step 1 will be reflected. If no corrections are needed for the title, click "Next" as is.
2. API Connection Settings for the App Trigger
Set which Microsoft SharePoint list should trigger the addition or update. If you haven't created a site and list in Microsoft SharePoint yet, please do so at this time. For this example, we created a site and list as shown below.
Return to the Yoom screen and enter the Site ID and List ID.
Site ID: Click the input field to display suggestions. Select the Microsoft SharePoint site you just created.
List ID: Similarly, click the input field to display suggestions. Select the Microsoft SharePoint list where you want to detect additions or updates.
Once the input is complete, click "Test". If the test is successful, press "Next" to proceed.
3. API Connection Settings for the App Trigger Before performing the test operation, you need to execute the event that triggers it. Add a file to the Microsoft SharePoint list you just created. For this example, we created a Microsoft Word document as shown below and added it to the Microsoft SharePoint list.
Return to the Yoom screen and press "Test". If the test is successful, the retrieved values will be displayed as shown below. Confirm that the Microsoft SharePoint data is reflected in the retrieved value and click "Save".
Step 4: Setting Up Slack App Integration
1. Click "Send message to channel" in the red frame The screen will transition, and the content you entered in Step 1 will be reflected. If no corrections are needed for the title, click "Next" as is.
2. API Connection Settings Set up the Slack channel you want to notify. If you haven't created the target channel yet, please do so at this time.
Return to the Yoom screen and enter as follows.
Destination Channel ID: Click the input field to display candidates. Select the Slack channel you just created.
Message: Similarly, click the input field and select the Microsoft SharePoint resource ID from the retrieved values. You can customize the notification message by changing the text or adding retrieved values. Set it as you like.
※ For more details about the retrieved value, please refer to here ※ For more details on how to obtain additional retrieved value, please refer to here
Once the input is complete, press "Test". If the test is successful, the retrieved value will be displayed as shown below.
Once the retrieved value is displayed, a message will be sent to Slack, so let's check it. If a message indicating that a list item has been added to Microsoft SharePoint is included, it's complete!
Finally, return to the Yoom screen and click "Save".
Step 5: Turn ON the Trigger and Verify Operation
Now that the setup is complete, turn the trigger "ON" and verify the operation.
That's how to "Automatically integrate Microsoft SharePoint data with Slack"!
If you want to integrate Slack data with Microsoft SharePoint
This time, we introduced how to integrate data from Microsoft SharePoint to Slack, but if you want to integrate data from Slack to Microsoft SharePoint, please also use the template below.
Upload files posted in Slack channels to Microsoft SharePoint
This is a business workflow that automatically saves files shared within a Slack team to SharePoint. It's recommended for those who frequently share files and use Slack on a daily basis.
Upload files posted in a Slack channel to Microsoft SharePoint.
■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.
Create a folder in Microsoft SharePoint when a message with specific conditions is posted on Slack
When a specific keyword signaling the start of a project is posted on Slack, a related folder is automatically created on SharePoint. This flow is recommended for those who find project management and document organization cumbersome.
When a message with specific conditions is posted on Slack, create a folder in Microsoft SharePoint.
■Overview The 'Create a folder in Microsoft SharePoint when a message with specific conditions is posted on Slack' flow is a business workflow that streamlines team communication and document management. For example, when a specific keyword that signals the start of a project is posted on Slack, a related folder is automatically generated on SharePoint. This eliminates the need to manually create folders and achieves centralized information management.
■Recommended for - Team leaders who regularly use Slack and Microsoft SharePoint - IT personnel who find project management and document organization cumbersome - Companies looking to centralize team communication and information management
■Notes - Please integrate Yoom with both Slack and Microsoft SharePoint. - You can select the trigger interval from 5, 10, 15, 30, or 60 minutes. - Note that the minimum trigger interval may vary depending on your plan. - Microsoft365 (formerly Office365) includes household and general business plans (Microsoft365 Business). If you are not enrolled in a general business plan, authentication may fail.
Other Automation Examples Using Microsoft SharePoint and Slack APIs
In addition to integration with Slack, it is possible to automate various tasks using the Microsoft SharePoint API. If you find something interesting, please feel free to try it out!
Automation Examples Using Microsoft SharePoint
You can upload received files or create folders for each client.
Create a folder in Microsoft SharePoint when a client is registered in Notion.
■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.
This flow uploads received attachments in Outlook to Microsoft SharePoint.
■Notes ・Please connect Yoom with both Outlook and Microsoft SharePoint. ・There are personal and business plans in Microsoft365 (formerly Office365), and if you're not subscribed to the business plan, the authentication may fail. ・Branching is a feature (operation) available in Mini Plan or above. If you are on the Free Plan, the flow bot operations set will return an error, so please be careful. ・Paid plans such as Mini Plan offer a 2-week free trial. During the free trial, you can use apps and features (operations) that are subject to restrictions.
■Overview The "Notify Slack when a ticket reaches a specific status in Zendesk" workflow contributes to the acceleration of information dissemination. It automatically notifies important information, preventing any oversight in information awareness.
■Recommended for ・Those who use Zendesk for customer support operations ・Teams using Zendesk who often miss changes in ticket status ・Those who want to quickly grasp ticket status and efficiently proceed with support operations ・Those using Slack as a communication tool ・Those who use Slack daily and want to immediately understand the status of customer interactions ・Customer support managers who want to grasp the response status of team members at a glance
■Notes ・Please integrate both Zendesk and Slack with Yoom. ・Triggers can be set to activate at intervals of 5, 10, 15, 30, or 60 minutes. ・Please note that the shortest activation interval varies depending on the plan. ・Zendesk is an app available only on the Team Plan and Success Plan. For Free Plan and Mini Plan, the operations and data connections set in the flow bot will result in errors, so please be careful. ・Paid plans such as Team Plan and Success Plan offer a 2-week free trial. During the free trial, you can use apps that are subject to restrictions.
■Overview The "Notify Slack when an event is created in Google Calendar" flow is a business workflow that streamlines schedule management and team communication.
■Recommended for ・Teams that use Google Calendar and Slack on a daily basis ・Business professionals who want to automate schedule sharing and notifications ・Managers and team leaders who want to improve the efficiency of information sharing ・Anyone spending time on manual notification tasks
■Notes ・Please connect Yoom with both Google Calendar and Slack. ・You can choose a trigger interval of 5, 10, 15, 30, or 60 minutes. ・Please note that the minimum trigger interval varies by plan.
Overview Are you manually sending notifications to Slack every time you update information managed in Google Sheets? Such routine reporting tasks not only require effort but can also lead to errors such as delayed or missed notifications. By using this workflow, you can use row additions in Google Sheets as a trigger to automatically send a message to a specified Slack channel, streamlining information sharing.
Who this template is recommended for - Those who report each update made in Google Sheets to their team on Slack - Those who want to prevent human errors such as notification time lags and missed reports caused by manual work - Those who want to automate information-sharing processes within a team or department and improve operational efficiency
Notes - Please connect Yoom with both Google Sheets and Slack. - For the trigger, you can choose a run interval of 5, 10, 15, 30, or 60 minutes. - Please note that the minimum run interval varies by plan.
■ Overview While simple, notifying stakeholders on Slack whenever a new file is uploaded to OneDrive is an important task. However, manual notifications are time-consuming and prone to delays or missed communications. By using this workflow, it detects file uploads to a specific OneDrive folder and automatically sends a notification to Slack immediately, smoothly resolving these issues.
■ Who we recommend this template for ・Those who want to integrate OneDrive and Slack to automate notifications related to file sharing ・Those who find manual notifications burdensome and want to prevent human errors such as missed communications ・Those who want to build a rapid information-sharing structure within the team and increase productivity
■ Notes ・Please connect both OneDrive and Slack with Yoom. ・Microsoft 365 (formerly Office 365) has consumer plans and general business plans (Microsoft 365 Business). If you are not subscribed to a business plan, authentication may fail. ・Due to app specifications, the file creation date and last updated date may not be the same, which may cause branching not to work correctly. ・For triggers, you can select an activation interval of 5, 10, 15, 30, or 60 minutes. ・The minimum activation interval varies by plan. ・Branching is a feature (operation) available on the Mini plan or higher. On the Free plan, the Flowbot operations you configure will result in errors. ・Paid plans such as the Mini plan are available with a two-week free trial. During the free trial, you can use apps and features (operations) that are otherwise restricted.
By integrating Microsoft SharePoint and Slack, you can eliminate the hassle of manually transferring information, significantly improving work efficiency. For example, when a list is updated in Microsoft SharePoint, an automatic notification is sent to Slack, ensuring that the entire team is always up-to-date. Additionally, attachments such as meeting minutes are automatically saved to Microsoft SharePoint, reducing the burden of file management. This allows you to reduce duplicate tasks and shorten the time spent on information sharing.
If you want to handle your busy daily tasks more efficiently, make use of these automation flows to lighten your workload.
With Yoom, you can easily build the kind of collaboration described here without programming knowledge.
I have approximately eight years of experience in sales and administration at an insurance agency. While handling customer interactions, I have coordinated operations across various branches, striving for efficiency and standardization. In addition to my primary responsibilities, I will continue to disseminate various content using company-designated tools to contribute to the operational efficiency of all stakeholders.
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