Using the SharePoint Integration in Streamline

This article explains how to add the SharePoint integration and how to include it as a step in your workflow. With SharePoint, you can upload files directly into your organization’s Microsoft enterprise content management platform, keeping documents secure and accessible.

Section 1: Connect the SharePoint Integration

Go to the Integrations tab

• Navigate to the Integrations tab on the left-hand side of your screen.
  

Click New Connection

• Select New Connection to view the list of available integrations.

• Use the search bar or browse the list to locate SharePoint.

💡 Tip: Use the category filter on the left to narrow down by integration type, in this case it would be "Event".

Name your connection

• Add a clear, identifiable name and description for this integration. Example: “SharePoint – HR Document Library” or “SharePoint – Marketing Files.”

Authenticate the integration

• You’ll be prompted to log in with your Microsoft account and authorize access to SharePoint.

• It's important to note the account you authenticate with will determine what shows up in the upcoming select sIte section. It's possible you may already be logged into your target SharePoint account via OAuth. 

Choose Site

• After authentication, you'll be asked to close the window. Click next on the original page and choose your SharePoint site. 

Complete setup

• Once finished with your settings, click Finish.

• The integration will appear on the Integrations homepage along with its connection status.

💡 Tip: You can rename or update the connection description at any time. Click the ⋮ (three dots) and select Edit details.

Section 2: Add the SharePoint Step to a Workflow

Open your workflow

• Navigate to your workflow and click the plus (+) button to add a new step.

• Select SharePoint as the option.

💡 Tip: Be sure to add this step after a file upload step (e.g., from a Form).

Name and configure the step

• Enter a name, then click to configure the step.

Select your SharePoint connection

• Choose the SharePoint integration you previously set up as your connection.

Choose the action type

• Select Upload file as the action type.

Set folder and file naming options

• Choose the destination drive and folder in your SharePoint account.

• Define a file name or prefix to help identify uploaded files.

💡 Tip: You can create multiple upload configurations using different naming patterns or folders.

Save and close

• Click the X in the upper-right corner to exit the step configuration.

• The SharePoint step is now added to your workflow.

Summary

That’s it! You’ve successfully:

• Connected the SharePoint integration

• Added a SharePoint upload step to your workflow

If you have questions or need help troubleshooting, reach out to your admin or contact support.