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Set up your first integration
Quickly connect Personio to Microsoft SharePoint with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Personio 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 "New Absence" from Personio.
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 Personio 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.
- New Absence
Triggers when a new absence is created.
Try ItTriggerPolling - New Candidate
Triggers when a new Candidate is created.
Try ItTriggerPolling - Owner IDRequired
- Category ID
- Created On or After
- Created Before
Try ItTriggerPolling- Employee Updated
Triggers when an employee is updated.
Try ItTriggerPolling
- New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Try ItTriggerPolling - Person ID
- Legal Entity ID
Try ItTriggerPolling- New Employee
Triggers when a new employee is created.
Try ItTriggerPolling - New Employment Created
Triggers when one or more Employment details of a Person are created
Try ItTriggerInstant
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Frequently Asked Questions about Personio + Microsoft SharePoint integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Personio and Microsoft SharePoint
What triggers are available when integrating Personio with SharePoint?
When integrating Personio with SharePoint, available triggers include new employee entry, updates to employee records, and changes in leave status. These triggers can be set to initiate specific actions within your SharePoint environment, ensuring seamless data flow between the platforms.
Can we automate the sync of employee data from Personio to SharePoint?
Yes, you can automate the sync of employee data from Personio to SharePoint by setting up scheduled workflows. This ensures that any addition or update in Personio is reflected in your SharePoint database without manual intervention.
What actions can be performed in SharePoint using data from Personio?
Using data from Personio, actions that can be performed in SharePoint include creating or updating lists and documents, generating reports based on HR metrics, and updating team boards with current staff availability.
Is it possible to receive notifications on SharePoint when an employee's leave request is approved in Personio?
Yes, it is possible to set up notifications on SharePoint whenever an employee's leave request is approved in Personio. By configuring appropriate triggers and corresponding actions, your team will always stay informed about changes.
How do we handle authentication between Personio and SharePoint for integration purposes?
The integration between Personio and SharePoint for authentication typically involves OAuth2 protocols. It ensures secure exchange of information by requiring both accounts' credentials during the initial setup phase.
Can custom fields from Personio be transferred to our document library in SharePoint?
Yes, custom fields created in Personio can be mapped and transferred to your document library in SharePoint. This allows you to maintain consistency of information across both systems according to your organizational needs.
Are there limitations on the amount of data we can transfer from Personio to SharePoint?
While there aren't explicit limitations imposed by our integration service, performance might vary based on the volume of data being transferred at any given time. It's important to ensure both systems are optimized for large-scale operations if needed.