Konnectify
SharePoint + Konnectify

SharePoint Integration

Automate your document libraries, team sites, and custom lists by connecting SharePoint to your daily business workflows.

Files Folders List Items Sites 8 Triggers 17 Actions

What is SharePoint?

Microsoft SharePoint serves as your organization's secure collaborative hub for storing, organizing, and tracking critical business assets. By integrating SharePoint with Konnectify, you can automatically bridge the gap between your document libraries, team sites, custom lists, and the rest of your business applications.

New to SharePoint?

Set up your Microsoft 365 organization site to begin storing company files and managing lists.

Visit SharePoint →

New to Konnectify?

Create your free Konnectify account to start building automated workflows in minutes.

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What You Can Automate

Sync newly created SharePoint files directly to cloud storage or CRM platforms.
Create custom SharePoint list items automatically when CRM deals close.
Trigger real-time team notifications when files in specific folders are updated.
Provision new SharePoint sites dynamically for organized project onboarding.
Upload customer contracts and project assets automatically to designated directories.
Retrieve and distribute structural list data across your finance and marketing systems.

API & Authentication

Secure OAuth 2.0 Integration via Microsoft Entra ID

SharePoint connects securely to Konnectify using an OAuth 2.0 authorization flow powered by your custom Microsoft Entra ID (formerly Azure AD) App Registration. You will provide your own Client ID and Client Secret to grant Konnectify scoped, permissioned access to your sites and files without exposing your master Microsoft password.

The integration requests the following access scopes to ensure seamless document management and list updates:

  • Sites.ReadWrite.All: Allows Konnectify to create sites, read site metadata, and update custom SharePoint lists.
  • Files.ReadWrite.All: Enables file uploads, folder creations, and file modification tracking in your document libraries.
  • offline_access: Keeps your integration running in the background without prompting you to re-authenticate.
Administrative Access Required

To authorize this connection, you must have administrative access to your Microsoft Entra ID tenant to register an application and generate the Client ID and Client Secret.

For deep technical details on endpoint scopes and structural limits, consult the official Microsoft Graph SharePoint API Documentation.

How to Connect

Prerequisites:
  • A Microsoft Entra ID administrative account.
  • A registered application in Microsoft Entra ID with the Redirect URI set to Konnectify.
  • Your generated Client ID and Client Secret.
1

Add SharePoint to a Workflow

  1. Log in to your Konnectify Dashboard.
  2. Create a new workflow or select an existing draft.
  3. Click Add App and search for SharePoint.
2

Authorize Connection

  1. Paste your Entra ID Client ID and Client Secret into the credentials prompt.
  2. Click Authorize to open the secure Microsoft login window.
  3. Grant permissions for the requested scopes to securely link your SharePoint account.
3

Configure the Trigger or Action

  1. Select your target SharePoint Site URL and Document Library.
  2. Map fields from previous workflow steps (e.g., document name, destination folder).
Configuration Tip Always ensure the target Document Library or Custom List exists in SharePoint before attempting to map fields in Konnectify.
4

Test the Workflow

  1. Click Test Step to fetch sample files or send mock list items to SharePoint.
  2. Verify that the test execution succeeded in your Konnectify activity logs.
5

Activate the Workflow

  1. Switch the workflow toggle to Active.
  2. Konnectify will now run this integration automatically based on your trigger schedules.

Triggers 8 Triggers Available

Triggers track events in SharePoint, prompting Konnectify to run your workflows automatically. Note that SharePoint triggers use polling, meaning Konnectify checks your sites for updates at regular intervals to execute your active steps.

Files 4 triggers ▾
New File Created

Triggers when a new file is created anywhere in your SharePoint document library.

Updated File

Triggers when an existing file is modified or saved with changes in SharePoint.

New File In Folder

Triggers when a new file is created inside a specific, designated folder.

Updated File In Folder

Triggers when a file is modified inside a specific SharePoint folder.

Folders 2 triggers ▾
New Folder

Triggers when a new folder is created in your SharePoint document library.

Updated Folder

Triggers when an existing folder is modified or moved in SharePoint.

List Items 2 triggers ▾
New Item In List

Triggers when a new item is added to a designated custom SharePoint list.

Updated Item In List

Triggers when an existing row or item is modified inside a SharePoint list.

Actions 17 Actions Available

Actions allow Konnectify to create, update, retrieve, or delete assets directly in your SharePoint environments on behalf of other apps.

Files 6 actions ▾
Copy File

Copies a file to another folder, document library, or SharePoint site.

Delete File

Deletes a specified file from your SharePoint document library.

Get File

Retrieves details and metadata of a specific file from SharePoint.

Move File

Moves a file to another folder within the same SharePoint document library.

Update File

Updates the existing file content or attributes in SharePoint.

Upload File

Uploads a new file directly into a specified SharePoint directory.

Folders 4 actions ▾
Copy Folder

Copies a folder and its contents to another directory or site.

Create Folder

Creates a new folder inside a designated SharePoint document library.

Get Folder

Retrieves metadata and information for a specific folder.

Delete Folder

Deletes a specified folder and its files from SharePoint.

List Items 5 actions ▾
Create Item In List

Adds a new row or item with custom field values to a SharePoint list.

Delete Item In List

Removes a specific item or row from a custom SharePoint list.

Get Item In List

Retrieves field data for a specific item inside a SharePoint list.

Update Item In List

Updates one or more fields on an existing list item in SharePoint.

Get Items In List

Retrieves multiple items from a SharePoint list with optional OData filtering.

Sites 2 actions ▾
Get Site Details

Retrieves configurations, metadata, and details of a specific SharePoint site.

Create Site

Creates a new SharePoint site via automated Microsoft 365 group provisioning.

Popular Automations

Combine SharePoint triggers and actions with your other applications to build powerful, automated workflows.

Backup Important Files Automatically

Sync every newly created file in your SharePoint document libraries directly to a secondary backup cloud storage platform.

New File Created → Upload File (External Storage)

Auto-Populate Project Tracking Lists

When a deal closes in your CRM, instantly add a row in your SharePoint master tracking list to notify operations.

Deal Closed (CRM) → Create Item In List

Real-Time File Collaboration Alerts

Alert your project channels in Slack or Teams the exact second a team member updates a file in a shared folder.

Updated File In Folder → Send Channel Message (Chat)

Dynamic Client Onboarding Directories

Whenever a new client contract is signed, dynamically provision a dedicated folder structure inside your primary SharePoint library.

Contract Signed (E-Signature) → Create Folder

Frequently Asked Questions

How does Konnectify authenticate with my SharePoint account? ▾
Konnectify uses secure Microsoft Entra ID (Azure AD) OAuth 2.0. By registering an app in your Entra ID tenant and providing the Client ID and Client Secret, you grant Konnectify scoped API access to your documents and lists. Konnectify never sees or stores your master Microsoft account credentials.
Which Microsoft 365 or SharePoint plans are supported? ▾
Any Microsoft 365 plan that includes SharePoint Online and grants administrative access to Microsoft Entra ID (Azure AD) is fully supported. On-premise SharePoint Server installations are not compatible with this cloud-based integration.
Are SharePoint triggers instant or do they check on a schedule? ▾
SharePoint triggers are polling-based. This means Konnectify queries your SharePoint document libraries or custom lists at regular intervals (depending on your active Konnectify plan tier) to fetch new files or updates and run your workflows.
Does this integration prevent duplicate list items? ▾
Yes. You can use the "Get Items In List" action with custom OData filters to check if an item with a unique identifier already exists before running a "Create Item In List" action, preventing redundant rows in your tracking sheets.
How does the integration handle Microsoft API rate limits? ▾
Microsoft Graph enforces rate limits based on your tenant's size and activity. If these limits are exceeded, Konnectify automatically handles standard HTTP 429 retries, pausing executions briefly and resuming them safely once Microsoft's threshold resets.
Can I connect multiple SharePoint sites or Microsoft accounts? ▾
Yes, you can authorize multiple distinct SharePoint credentials within Konnectify. During trigger or action configuration, simply select the specific authorized account and target site URL required for that unique workflow step.
Can I automate updates for SharePoint lists containing complex column types? ▾
Yes. Standard text, numbers, dates, and choice columns are supported out-of-the-box. For complex columns like "Person or Group" or "Lookup", ensure you pass the correct structural ID or email address during field mapping in Konnectify.

Ready to automate your SharePoint workflows?

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