Microsoft SharePoint connector

What is Microsoft SharePoint?

Microsoft SharePoint offers a solution to share and manage content, knowledge, and applications to empower teamwork and seamlessly collaborate across the organization in a secure manner.

About Kissflow's Microsoft SharePoint integration

The Microsoft SharePoint connector of Kissflow Integration enables you to connect and synchronize your Microsoft SharePoint folders and files with popular Kissflow apps. You must have a valid Microsoft account and be a paid Kissflow customer to integrate with Microsoft SharePoint.

Use the Microsoft SharePoint connector to receive data from other flows or apps to perform specific actions. The connector for Microsoft SharePoint does not support any trigger events yet.

For example, after completing a Kissflow Project task, you can set up an integration with the Microsoft SharePoint connector to save attachments or files to a specific document library in your Microsoft SharePoint account.

Actions in Microsoft SharePoint connector

Microsoft SharePoint connector as an action step

1. Inside your Kissflow account, click your profile picture on the top right corner of the screen and click Integrations from the dropdown. Next, click the New integration button to provide a name and description for your integration.

2. Once inside your editor, set up a trigger step, for example, a Kissflow Project trigger event, When an item is completed.
3. After setting up your trigger step above, click the Add button () next to set up your action step. Search for Microsoft SharePoint and select the desired action.

   

    
4. After choosing your action event, authenticate the connector. Click +Add an account and sign in using your Microsoft account. Kissflow uses Microsoft's OAuth for authentication.
5. After authenticating with your Microsoft account, add relevant values against the Microsoft SharePoint form fields. You can hit Refresh fields to view all the updated fields in the selected Microsoft SharePoint form.
   You can also map Microsoft SharePoint fields from your trigger step or fields from your previous action steps. These values will be automatically added to item fields after the action is executed.
6. Click Next.

   

    

    

7. After a successful configuration, test whether your Microsoft SharePoint action step is set up correctly by clicking the Test button. The connector will pull field data from your selected Microsoft account and display it as a JSON output. Similar to the trigger step, errors are notified to you right away. Fix them before retesting the action step.

Setting up a Microsoft SharePoint connector

After creating a custom workflow with your Microsoft SharePoint connector's action steps, switch ON the toggle button to activate the integration run. Once a trigger event occurs, Microsoft SharePoint actions are activated.