Connect Freshservice and Microsoft SharePoint to unlock the power of automation

To set up Freshservice with Microsoft SharePoint integration, you will need access to both your Freshservice account and your SharePoint site. Make sure you have administrative permissions in both platforms. Then, connect them through the integration platform by authenticating at each step.

In our integration, triggers allow certain events in Freshservice, such as ticket creation or updates, to automatically perform actions in SharePoint like creating a list item or uploading a document.

Yes, you can automate document handling by setting up workflows where attaching a file in a Freshservice ticket automatically uploads it to a predefined document library in SharePoint.

You can trigger actions such as ticket updates or new ticket creation in Freshservice when specific changes occur on your SharePoint lists or libraries, like when an item is added or modified.

We use secure API connections to authenticate both accounts. You must authorize the integration before any data exchange occurs. Each platform will prompt for login details during initial setup.

We recommend using templates that match common workflows such as helpdesk ticket management synced with document revisions, which commonly align well with available triggers and actions.

Yes, our integration supports conditional logic allowing you to define rules within workflows - for example, triggering different actions based on specific criteria like ticket priority levels or document metadata changes.