Connect monday.com and Microsoft SharePoint to unlock the power of automation
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Set up your first integration
Quickly connect monday.com to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate monday.com with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "Any Column Value Changed in Board" from monday.com.
Add your action
An action happens after the trigger—such as "Delete List Item" in Microsoft SharePoint.
You’re connected!
Zapier seamlessly connects monday.com 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.
- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Group Names to trigger on
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant- Board IDRequired
- Column IDRequired
Try ItTriggerInstant
- Item_created_in_board_copy
- Board IDRequired
Try ItTriggerInstant- New Board
Triggers when a new board is created.
Try ItTriggerPolling - Board IDRequired
- Column IDsRequired
Try ItTriggerInstant- Board IDRequired
Try ItTriggerInstant
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Practical ways you can use monday.com and Microsoft SharePoint
Centralize data for new SharePoint files.
When a new file is added to SharePoint, Zapier uploads its details to a monday.com board. This keeps your business files organized and ensures your team can track documents and their status efficiently, improving collaboration and operational visibility.
Business OwnerTrack marketing files in monday.com.
When a new file is added to a marketing-related folder in SharePoint, Zapier automates the creation of a new item in monday.com. This helps marketing teams stay aware of new assets, manage campaigns better, and maintain a clear workflow.
Marketing & Marketing OpsSync monday.com items with SharePoint lists.
Keep project data organized and in sync. When a new item is created in a monday.com board, Zapier automatically adds it to a SharePoint list. This ensures all teams have up-to-date access to key project details, reducing miscommunication and manual updates.
Project ManagementLearn how to automate monday.com on the Zapier blog
Frequently Asked Questions about monday.com + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with monday.com and Microsoft SharePoint
How can I set up a trigger to move items from monday.com to Microsoft SharePoint?
You can set up a trigger by selecting an action in monday.com that will automatically create or update an item in Microsoft SharePoint. For example, when a task status changes in monday.com, it can trigger the creation of a corresponding file or list item in SharePoint.
Can I sync data between monday.com and Microsoft SharePoint bi-directionally?
Currently, our integration allows for one-way syncing from monday.com to Microsoft SharePoint. However, you can manage multiple automations to ensure updates on both platforms.
What types of actions can be automated with this integration?
Our integration supports actions such as creating new items, updating existing items, and moving lists between monday.com and SharePoint based on specific triggers like status changes or due date updates.
Are there any limitations with the monday.com and SharePoint integration?
There are some limitations regarding complex workflows. The integration may not support advanced custom scripting directly within the platforms, so some specific customization might require manual intervention.
How often does the data update between the platforms?
Data syncing occurs based on the triggers you set. Actions are executed almost instantaneously once their conditions are met in monday.com.
Is it possible to automate document management tasks with this setup?
Yes, document management tasks such as uploading files from monday.com updates into specific SharePoint folders can be automated through our integration services.
What should I do if my automation stops working?
If an automation stops working, first check if there were any recent changes to permissions or access rights in either platform. We recommend ensuring all necessary permissions are granted and then testing the trigger and actions again.
