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.
Configure file upload
- Site (required): Select the SharePoint site where files will be uploaded. The dropdown is populated based on the Microsoft account used during connection setup.
- Drive (required): Select the document library within the chosen site.
- Folder (optional): Browse and select a destination folder within the drive. If left empty, files upload to the root of the drive.
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Custom subfolder path (optional): Type or map a subfolder path below the selected folder. Separate segments with
/to create nested subfolders (e.g.,Region/Country/City). This field supports workflow data mappings, so you can dynamically route files based on form data or other step outputs. Note: long mapped values may exceed SharePoint folder name limits and block the upload. - File(s) to upload: Select source file(s) from earlier workflow steps and define a file name. By default, a uniqueness stamp is appended to prevent naming conflicts. You can add multiple file rows, each with a different source and naming pattern.
💡 Tip: You can add multiple file upload rows within a single SharePoint step. Each row can pull from a different source file and use a different naming pattern.
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.
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