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Choose a Trigger

Choose an Action

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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 "Task Completed" from DottedSign.

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 DottedSign 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.

Task Completed
Triggers when a task is completed.
Trigger
Polling
Try It
- Template Name
  Required
- File Name
  Required
Action
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

Task My Turn
Triggers when it is my turn to sign a task.
Trigger
Polling
Try It
- Template Name
  Required
- File Name
  Required
Action
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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Customers who say using Zapier has made them better at their job

25m

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

Connect DottedSign 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

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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.

Make work flow with AI

Level up your DottedSign 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

About DottedSign

DottedSign is an E-Signature service that enables you to sign documents, assign signing tasks to multiple signers, and track signing status directly on your smartphone, tablet, and web browser.

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Related categories

Signatures

About Microsoft SharePoint

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

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