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How Zapier works

Zapier makes it easy to integrate Jotform with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

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Jotform
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Jotform
1. Choose trigger event
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Microsoft SharePoint
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Microsoft SharePoint
2. Choose action
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1. Select the event
Setup
Test
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Jotform
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Submission" from Jotform.

Add your action

An action happens after the trigger—such as "Delete List Item" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects Jotform and Microsoft SharePoint, automating your workflow.

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Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

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Frequently Asked Questions about Jotform + Microsoft SharePoint integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Jotform and Microsoft SharePoint

How can I integrate Jotform with Microsoft SharePoint?

You can integrate Jotform with Microsoft SharePoint through automation platforms that allow creating workflows between the two applications. You'll typically set a trigger event like 'New Form Submission' in Jotform to start an action, such as 'Create File Item' in SharePoint.

What triggers are available when integrating Jotform with SharePoint?

When integrating Jotform with SharePoint, common triggers include 'New Form Submission' or 'Form Updated'. These triggers help initiate actions in SharePoint such as creating or updating a file, list item, or document.

Are there specific actions I can automate between Jotform and Microsoft SharePoint?

Yes, specific actions that you can automate include creating new list items, updating existing items in a list or library, and uploading documents directly to SharePoint libraries whenever there is a new submission on Jotform.

Is it possible to update an existing file in SharePoint when a form is resubmitted?

Yes, you can set an automation where if a form submission is edited or resubmitted on Jotform, the corresponding document or item can be updated directly on your connected SharePoint library or list to reflect these changes.

Do I need any special permissions to set up the integration between Jotform and Microsoft SharePoint?

Yes, you'll likely need administrative permissions in both Jotform and your target SharePoint site. This typically includes permission to access and modify content within your specified libraries and lists on SharePoint.

How do I handle authentication for the integration process between these two platforms?

You will usually authenticate each platform separately—it often involves logging into your accounts for both services during the setup of the integration—and granting necessary permissions for data flow from Jotform into SharePoint.

Can I restrict which form fields are shared with Microsoft SharePoint?

Certainly! During the setup of your integration workflow, you can select specific form fields from Jotform that you wish to map and transfer over to designated columns or fields within a SharePoint list or library.

Practical ways you can use Jotform and Microsoft SharePoint

Save signed documents directly to SharePoint.

Streamline document management by connecting Jotform and Microsoft SharePoint. When a signed document is received in Jotform, Zapier automatically uploads it to a folder in SharePoint, keeping all crucial files organized and easily retrievable. This reduces manual effort and ensures all documents are stored in one central location.

Business Owner
Sync form submissions to SharePoint lists.

Keep your SharePoint lists up-to-date without any manual work. When a new submission is added to a specific Jotform form, Zapier automatically creates a corresponding item in a SharePoint list. This ensures your team's information repository stays consistent and accessible, saving significant time and reducing errors.

IT
Organize project inputs in SharePoint.

Simplify project tracking by linking form inputs to SharePoint. When a new Jotform submission is added, Zapier creates or updates a corresponding list item in SharePoint. This keeps project-related data centralized, eliminating scattered information and improving collaboration among project stakeholders.

Project Management

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions
    • Form
      Required
    Trigger
    Instant
    Try It
    • Select a form
      Required
    • Asignee email
      Required
    • Invitation Message
    • Assignee Permission
    Action
    Write
    • Select a form
      Required
    Action
    Write
    • Site
    • Folder
      Required
    Trigger
    Polling
    Try It

Learn how to automate Jotform on the Zapier blog

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About Jotform
The newly redesigned Jotform lets you build forms faster than ever, with powerful widgets and a responsive editor that works offline—without even needing to sign up for an account.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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