Connect CustomGPT and Microsoft SharePoint to power AI-driven automation

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Start with a template that brings CustomGPT and Microsoft SharePoint together. Build enterprise-grade automation in minutes.

Our most popular template

Upload new or updated Microsoft SharePoint files to CustomGPT
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Microsoft SharePoint + CustomGPT

Upload new or updated Microsoft SharePoint files to CustomGPT

Details

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Microsoft SharePoint + CustomGPT

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

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

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

Add your action

An action happens after the trigger—such as "Copy File or Folder (Across Sites)" in Microsoft SharePoint.

You’re connected!

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

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.

- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
- Conversation Name
Trigger
Instant
Try It
- Agent Name
  Required
Action
Write
- Agent Name
  Required
- Conversation Name
  Required
- Language
  Required
- Message Text
  Required
- External ID
Action
Write
- Agent Name
  Required
- The chat bot avatar
- The background image for widget
- Default prompt
- Questions shown to guide the bot users
- Response source
- Chat bot message language
- Color of the chatbot in hex format
- Persona instructions
- Label for citations
- Label for sources
- Waiting answer message
- "Siesta" message
- Show animated loading indicator
- Show citations
- How citations are shown
- "No answer" message
- Ending message
- Remove branding
- Chat bot GPT model
- Allow conversation sharing
- Allow conversation export
- Allow agent to mention sources
Action
Write

- Agent Name
  Required
- Conversation Name
  Required
Action
Search
- Agent Name
  Required
- Conversation Name
  Required
Action
Search or write

- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Info
- File or folder
  Required
- Destination site
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write
- Site
- SharePoint URL
  Required
- Allow editing
Action
Write
- Site
- Parent folder
  Required
- Folder name
  Required
Action
Write
- Site
- Template
- List's name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- File's name
  Required
- Should we overwrite the file?
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Name
  Required
Action
Search
- Site
- Folder
  Required
- Include detailed metadata
Action
Search

- Agent Name
  Required
Trigger
Instant
Try It
- Agent Name
  Required
- Conversation Name
  Required
Action
Write
- Agent Name
  Required
Action
Write
- Choose Name
  Required
- Agent Name
- Agent is shared
Action
Write
- Agent Name
  Required
- Data Retention
  Required
- Filename For Storing File
  Required
- File For Processing
  Required
Action
Write
- Agent Name
  Required
Action
Search
- Agent Name
  Required
Action
Search or write
- Site
Trigger
Polling
Try It
- Site
- List
  Required
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- Filter
  Required
Trigger
Polling
Try It
- Info
- File or folder
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Item ID
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- List
  Required
Action
Search
- Site
Action
Search

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25m

Customers have created over 25 million Zaps on the platform

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

Connect CustomGPT and Microsoft SharePoint to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate CustomGPT on the Zapier blog

Make work flow with AI

Level up your CustomGPT to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

Frequently Asked Questions about CustomGPT + Microsoft SharePoint integrations

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

How can I integrate CustomGPT with Microsoft SharePoint?

You can integrate CustomGPT with Microsoft SharePoint using our platform, which allows you to set up automated workflows. You can create triggers in SharePoint that prompt actions in CustomGPT.

What types of triggers are available when integrating CustomGPT with SharePoint?

When integrating, you can use triggers such as 'New File' or 'Updated Item' in a SharePoint list or library to initiate actions within CustomGPT.

Can I use SharePoint metadata in CustomGPT workflows?

Yes, you can map metadata fields from your SharePoint items and use them within your CustomGPT actions, like generating content based on specific metadata values.

Is it possible to automatically generate documents in SharePoint using data processed by CustomGPT?

Absolutely! Actions within our platform allow processed data from CustomGPT to automatically create or update documents in your SharePoint library."

How does the authentication work for integrating these services?

We use OAuth 2.0 for secure authentication between CustomGPT and Microsoft SharePoint. You'll authenticate each service individually through our integration interface.

Can I trigger an email alert from SharePoint based on actions performed by CustomGPT?

Yes, after processing data through CustomGPT, you can set up an action that sends email notifications using information stored in or generated from your SharePoint site.

What is the role of webhooks in the integration process?

Webhooks play a crucial role by allowing real-time data transfer between Microsoft SharePoint and our platform, enabling immediate action execution by CustomGPT upon specific events.

About CustomGPT

CustomGPT builds your own AI-powered chatbot with your business content. Easy, no-code platform used by total beginners as well as advanced developers.

Learn moreLearn moreHelpHelp

Related categories

AI Chatbots

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

Learn moreLearn moreHelpHelp

Related categories

Microsoft Team Collaboration

Connect CustomGPT and Microsoft SharePoint to power AI-driven automation

Launch your first automated workflow

Upload new or updated Microsoft SharePoint files to CustomGPT

Upload new or updated Microsoft SharePoint files to CustomGPT

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect CustomGPT and Microsoft SharePoint to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate CustomGPT on the Zapier blog

5 ways to automate CustomGPT

Make work flow with AI

Frequently Asked Questions about CustomGPT + Microsoft SharePoint integrations

Connect CustomGPT to Microsoft SharePoint on the world's largest no-code automation platform