How to Integrate Applications

2024/08/07

How to integrate Microsoft SharePoint and Microsoft Teams to upload files received via email to Microsoft SharePoint and notify in Microsoft Teams

r.suzuki

In recent years, using apps for business operations has become common. Many companies might be using Microsoft tools, which are easy to implement as internal tools. Microsoft SharePoint and Microsoft Teams are very convenient tools for facilitating information sharing and communication within a company, but haven't you ever thought it would be great if they could be integrated? This time, we will introduce a method to integrate Microsoft SharePoint and Microsoft Teams without any code, to automatically notify you of uploaded content. It's easy to integrate without programming, so please take a look!

Benefits of Integrating Microsoft SharePoint and Microsoft Teams

Benefit 1: Streamlining Project Management

By integrating the two apps, you will automatically receive notifications in Teams when files are uploaded to SharePoint. For example, when project files or documents are uploaded, notifications are automatically sent, allowing all team members to immediately grasp the latest project information. By being able to grasp the latest information, communication errors and delays are reduced, and smooth project progress can be expected. Real-time information sharing is particularly important for companies engaged in remote work or multi-location operations.

Benefit 2: Centralized Document Management

With documents uploaded to SharePoint being automatically notified in Teams, document management can be consolidated. This saves the trouble of checking which document is the latest and allows quick access to the necessary information. For companies or projects dealing with a large number of documents, this centralization can significantly improve operational efficiency.

Integrating Microsoft SharePoint and Microsoft Teams with Yoom

But don't you feel that app integration is a bit of a hurdle? Normally, integrating two apps like Microsoft SharePoint and Microsoft Teams requires initial setup and system familiarity, which often takes time for setup and troubleshooting. However, with Yoom, you can easily integrate apps without any code! What are the benefits of Yoom that differ from traditional integration?

・Easy Setup

Yoom has an intuitive design, so you can easily set it up without programming knowledge. Therefore, even non-engineers can easily try app integration.

・Flexible Customization

Yoom offers a variety of templates. By copying a template, you don't have to create it from scratch, so even beginners can easily create flows. Moreover, flows can be flexibly customized to meet user needs. With many apps available for integration, you can create the best app integration for your business flow!

How to Create an Integration Flow for Microsoft SharePoint and Microsoft Teams

Step 1: Register/Login to Yoom and Register Apps

First, access the official Yoom website and create an account. You can start with a free plan. If you already have an account, please log in. Yoom Account Issuance Page
※Please refer here for basic Yoom operations.
First Time with Yoom

Once you have logged into your Yoom account, register the apps you will use.
1) Click "Register My Apps" and select "Create New".
2) Select the app you want to register (in this case, Microsoft SharePoint and Microsoft Teams) and log in with the account you will use.


Once Microsoft SharePoint is registered, click "Create New" again to register Microsoft Teams.
Please refer to this for detailed setup instructions for Microsoft SharePoint and Microsoft Teams.
My App Registration Procedure and Precautions in Microsoft365 Services | Yoom Help Center (intercom.help)
3) Once registered, icons will appear in My Apps.
Please check if the icons for Microsoft SharePoint and Microsoft Teams are displayed.

Step 2: Select a Template

This time, we will create a flow called [Upload files received by email to Microsoft SharePoint and notify Microsoft Teams].
By integrating tools such as Email, SharePoint, and Microsoft Teams, your work environment can be unified, and work efficiency is expected to improve.
Additionally, it can reduce information scattering and task duplication, leading to increased productivity.

How to Create a Flow for Integrating Microsoft SharePoint and Microsoft Teams

Step 3: Setting Up Integration Between Microsoft SharePoint and Microsoft Teams

1) Copy the template and open it from My Projects.
Click the icon of the template introduced earlier to copy it.
By copying the template, you don't need to build from scratch, making it easy to create a flow.
2) Click "Edit" in the upper right corner.
The title is filled in to make the flow content easy to understand.
Details can also be changed.
Modify it to make it easier to use.


3) Click "Email Trigger - When an Email Arrives".


4) Set any receiving address and click "Next".


5) Send an email that meets the conditions to the address set earlier.
After sending, click "Test", and if the test is successful, click "Save".


6)
Return to the flow and click the icon "Integrate with Apps - Upload File".

7) Select the action "Upload File" and click "Next".


8) Enter the items.
You can select the Site ID and Drive ID from the previously linked options.
For the destination folder name, search for the "Item ID of the destination folder" options.
If the target folder is not found, changing the value to part of the folder name may help in the search.
Enter the destination folder name for the Item ID of the destination folder, and select the target folder from the displayed options.
You can also select the file name from the previously linked options.
Click "Test", and if the test is successful, click "Save".

__wf_reserved_inherit


9)
Return to the flow and click the icon "Integrate with Apps - Notify Microsoft Teams".


10) Select the action "Send a Message to a Channel" and click "Next".



11)
You can select the Team ID and Channel ID from the options.
You can input the message while embedding the previously linked output information.
Once input is complete, click "Save".




9) This completes the flow for [Uploading Files Received by Email to Microsoft SharePoint and Notifying Microsoft Teams].

Step 4: Testing and Verification

10) Finally, switch the trigger to "ON", start the flow bot, and check if it operates correctly once.

The template used this time is here

Summary

By integrating Microsoft SharePoint and Microsoft Teams, you can expect a significant increase in efficiency in project and document management, as it reduces information transmission errors and delays caused by human workflows.
Normally challenging app integrations can be easily achieved without code by using Yoom.
As introduced in this blog, even beginners can easily attempt app integration by copying templates and creating flows!
In addition to the integration of Microsoft SharePoint and Microsoft Teams introduced here, feel free to explore app integrations that suit your work needs!
Let's work together to enhance the efficiency of various tasks!

The person who wrote this article
r.suzuki
I came across Yoom when I was searching for ways to improve work efficiency on a daily basis at a small and medium-sized enterprise in a region where human resources are limited. I was casually thinking that it would be nice if this were the case, and by introducing Yoom, we can make it so much more efficient! I'm moved. Even though I have no knowledge or experience with systems or programming, my work has changed drastically, so I'm writing that I hope I can share it with many people who feel the same way.
Tags
Automation
Integration
Microsoft SharePoint
Microsoft Teams
App integration
No items found.
What is Yoom hyperautomation?
Conventional RPA can only automate simple repetitive tasks, and the setup process was very complicated.
With “hyperautomation,” which combines various technologies such as AI, API, RPA, and OCR, it is possible to automate many tasks that could not be realized until now more easily than before.
Don't Just Connect Apps—Automate Everything
Most tools simply connect one app to another, leaving the complex tasks to you. Yoom goes much further: From document creation and browser automation to OCR and generative AI, Yoom handles it all seamlessly in one platform.

Why settle for basic integrations? Streamline your entire workflow with Yoom’s powerful hyperautomation.
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