Integrating SharePoint with monday.com by AI Agents and Assistants

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About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About monday.com

Monday.com legally Monday.com Ltd., is a Cloud-based platform that allows companies to create their own applications and work management software.

Integrations for monday.com
Connect SharePoint + monday.com in easier way

It's easy to connect SharePoint + monday.com without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • Updated List Item

    Triggers whenever exiting item updated in the list.

  • Column Value Changed in Board

    Triggers when a column value change in a specified Column.

  • New Board

    Triggers when a new board is created.

  • New Item in Board

    Triggers when a new item is created in board.

  • New Update in Board

    Triggers when a new update is posted on a board.

  • New User

    Triggers when a new user is created.

  • Specific Column Value Changed in Board

    Triggers when a specific column value changes in board.

  • Specific Column Value Changed in Board with row data

    Triggers when a specific column value changes in board and return row data also.

  • Actions
  • Create Item List

    Create a new item created in the list

  • Update Item List

    Update a item in the list.

  • Archive Board

    Archives a board.

  • Archive Item

    Archive an item.

  • Change Multiple Columns Value

    Change multiple columns value of an item and create.

  • Create Board

    Creates a board.

  • Create Column

    Create a new column in board.

  • Create Group

    Create a new group in board.

  • Create Item

    Create a new item in board.

  • Create Update

    Create a new update.

  • Delete Group

    Delete a specific group from a board.

  • Delete Item

    Delete an item from the board.

  • Upload File to Specific Column

    Upload File to Specific Column

How SharePoint & monday.com Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and authenticate it on Appy Pie Automate.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick monday.com as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from SharePoint to monday.com.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and monday.com

Table of Content

  1. SharePoint and monday.com Integration with Appy Pie Connect
  2. Why Integrate SharePoint with monday.com?
  3. Use Cases for SharePoint and monday.com Integration
  4. Automating Workflows with SharePoint and monday.com
  5. Syncing SharePoint Lists with monday.com Boards
  6. Streamlining Project Management with SharePoint and monday.com
  7. How to Create Custom Fields for SharePoint Lists in monday.com
  8. How to Monitor SharePoint Lists with monday.com Notifications
  9. How to Create SharePoint Tasks from monday.com Items
  10. Tips for Getting the Most Out of Your SharePoint and monday.com Integration

SharePoint and monday.com Integration with Appy Pie Connect

SharePoint and monday.com are two powerful tools that can help businesses streamline their workflows, manage their data, and collaborate more effectively. By integrating these two tools with Appy Pie Connect, businesses can automate various tasks and workflows, saving time and increasing productivity.

With the SharePoint and monday.com integration, businesses can automate the process of creating and updating items in monday.com when new files or folders are added to SharePoint. For example, businesses can automatically create a new task in monday.com when a new file is uploaded to a specific folder in SharePoint.

Furthermore, businesses can also automatically update SharePoint lists and libraries when tasks are created or updated in monday.com. For instance, businesses can automatically update a SharePoint document library with the latest version of a file when a task is marked as completed in monday.com.

This integration can also help businesses automate their approval workflows. For example, businesses can set up a flow that automatically sends a notification to the appropriate team members when a document in SharePoint is updated or uploaded. The team members can then review and approve the changes directly from within monday.com.

Another benefit of this integration is the ability to create custom workflows that are tailored to specific business needs. With Appy Pie Connect, businesses can easily create custom workflows that automate various tasks and processes, such as creating new SharePoint items when new monday.com items are added or updating monday.com items when SharePoint items are updated.

Why Integrate SharePoint with monday.com?

SharePoint and monday.com are two powerful tools that are widely used by businesses for different purposes. SharePoint is a document management and collaboration platform, while monday.com is a project management and team collaboration platform. By integrating these two tools, businesses can achieve better collaboration and efficiency in their workflows.

Here are some reasons why you should consider integrating SharePoint with monday.com:

  1. Streamline Workflows: SharePoint and monday.com have different features that can be used to streamline workflows. SharePoint allows you to store, manage, and share documents and data, while monday.com helps you to manage tasks, deadlines, and team communication. By integrating these tools, you can easily create tasks, assign them to team members, and track their progress, all from a single platform.
  2. Centralize Information: SharePoint is a great platform for storing and organizing information, and monday.com is a great platform for visualizing and managing that information. By integrating these tools, you can centralize your information and create a single source of truth for your team. This can help to reduce confusion and errors, and improve the accuracy and reliability of your data.
  3. Enhance Collaboration: SharePoint and monday.com are both designed to enhance collaboration and communication among team members. By integrating these tools, you can improve the flow of information and communication among team members, and ensure that everyone is on the same page. This can help to reduce miscommunications and misunderstandings, and increase productivity and efficiency.
  4. Save Time and Effort: Integrating SharePoint and monday.com can save your team time and effort by eliminating the need to switch between different platforms. Instead of managing information and tasks in separate platforms, you can manage them all from a single platform, which can save time and effort and reduce the risk of errors.
  5. Increased visibility: With SharePoint and monday.com integration, teams can gain increased visibility into project progress and task status. SharePoint provides real-time updates on document edits and version history, while monday.com provides a visual overview of task progress. This helps teams stay informed and make informed decisions.

  6. Enhanced reporting: SharePoint and monday.com integration can help provide enhanced reporting capabilities. For example, by integrating the two tools, you can automatically generate reports on project progress, task completion rates, and more. This helps teams track performance and identify areas for improvement.
  7. Better task management: By integrating SharePoint with monday.com, teams can improve their task management processes. SharePoint provides a centralized location for document management, while monday.com provides a visual task management tool. Together, these tools can help teams manage tasks more efficiently and stay on top of deadlines.
  8. Increased Productivity: By automating tasks and streamlining workflows, your team can save time and focus on more important tasks. With SharePoint and monday.com integration, you can improve productivity by eliminating manual data entry, reducing the need for email communication, and providing a centralized location for all project-related information.
  9. Customizable integrations: Appy Pie Connect offers customizable SharePoint and monday.com integrations that can be tailored to meet the unique needs of your organization. This means you can set up automations that are specific to your business processes, helping you streamline your workflows and improve your overall efficiency.
  10. Enhanced Data Accuracy: With the integration, data can be automatically synced and updated between the two platforms, reducing the risk of human error and ensuring accurate data.

Use Cases for SharePoint and monday.com Integration

SharePoint and monday.com are powerful tools that can help businesses streamline their workflows, improve collaboration, and boost productivity. When these tools are integrated, the possibilities for improving business processes are virtually limitless. Here are some use cases for SharePoint and monday.com integration:

  1. Project Management: SharePoint and monday.com integration can be used to manage projects from start to finish. SharePoint can be used to store project files, while monday.com can be used to create project plans, assign tasks, and track progress.
  2. Sales Management: By integrating SharePoint with monday.com, businesses can create a centralized platform for managing sales activities. Sales teams can use monday.com to manage leads and deals, while SharePoint can be used to store customer data, contracts, and other important documents.
  3. HR Management: SharePoint and monday.com integration can be used to manage HR activities such as recruiting, onboarding, and employee engagement. SharePoint can be used to store resumes, job postings, and other important HR documents, while monday.com can be used to track the progress of job applications and manage employee tasks.
  4. Customer Support: By integrating SharePoint with monday.com, businesses can create a platform for managing customer support tickets. SharePoint can be used to store customer data, while monday.com can be used to manage customer support requests and track their progress.
  5. IT Management: SharePoint and monday.com integration can be used to manage IT assets and tasks. SharePoint can be used to store IT-related documents, while monday.com can be used to manage IT tasks such as software updates and hardware repairs.
  6. Event Planning: By integrating SharePoint with monday.com, businesses can create a platform for planning and managing events. SharePoint can be used to store event-related documents and contracts, while monday.com can be used to manage event tasks and track progress.
  7. Marketing Management: SharePoint and monday.com integration can be used to manage marketing activities such as content creation and social media management. SharePoint can be used to store marketing-related documents and files, while monday.com can be used to create marketing plans, assign tasks, and track progress.
  8. Supply Chain Management: By integrating SharePoint with monday.com, businesses can create a platform for managing their supply chain activities. SharePoint can be used to store supplier information, purchase orders, and other important documents, while monday.com can be used to track inventory levels and manage supplier relationships.
  9. Finance Management: SharePoint and monday.com integration can be used to manage finance-related activities such as budgeting and forecasting. SharePoint can be used to store financial documents and files, while monday.com can be used to create financial plans and track progress.
  10. Research and Development: By integrating SharePoint with monday.com, businesses can create a platform for managing their research and development activities. SharePoint can be used to store research-related documents and files, while monday.com can be used to manage R&D tasks, assign team members, and track progress.

Automating Workflows with SharePoint and monday.com

Integrating SharePoint with monday.com can streamline your workflows and help you automate many tasks that would otherwise be time-consuming. By automating workflows, you can save time, reduce errors, and ensure that processes are consistent and efficient. Here are some ways you can automate your workflows with SharePoint and monday.com:

  1. Automated task creation: You can create a workflow that automatically creates a new task in monday.com whenever a new item is added to a SharePoint list. This can help ensure that new tasks are immediately added to your project management system and assigned to the appropriate team member.
  2. Automated notifications: You can set up workflows to send notifications to team members when a task is assigned to them or when a task is due. This can help ensure that everyone is aware of their tasks and deadlines, and can help prevent tasks from falling through the cracks.
  3. Automated status updates: You can create workflows that automatically update the status of a task in monday.com when certain conditions are met. For example, you could automatically update the status of a task to "completed" when a specific field in SharePoint is updated.
  4. Automated file management: You can create workflows that automatically move files from SharePoint to monday.com or vice versa based on certain criteria. This can help ensure that files are always in the right place and that team members have access to the latest versions.
  5. Automated approvals: You can create workflows that automatically send tasks for approval to certain team members or groups. This can help ensure that all tasks are reviewed and approved before moving to the next stage of the project.
  6. Automated data syncing: You can create workflows that automatically sync data between SharePoint and monday.com based on certain criteria. For example, you could automatically update a task in monday.com when a specific field in SharePoint is updated.
  7. Automated reminders: You can set up workflows to send reminders to team members when a task is approaching its due date. This can help ensure that tasks are completed on time and can help prevent delays.
  8. Automated reporting: You can create workflows that automatically generate reports based on data in SharePoint and monday.com. This can help you track progress, identify trends, and make data-driven decisions.
  9. Automated archiving: You can create workflows that automatically archive completed tasks or projects. This can help keep your project management system organized and make it easier to find active tasks.
  10. Automated project creation: You can create workflows that automatically create a new project in monday.com when a certain event occurs in SharePoint. For example, you could automatically create a new project when a new client is added to your SharePoint CRM.

Syncing SharePoint Lists with monday.com Boards

Integrating SharePoint lists with monday.com boards can help streamline your workflow by syncing data between the two platforms. This integration allows you to easily manage and track data across both platforms, enabling teams to work more efficiently.

Here are some benefits of syncing SharePoint lists with monday.com boards:

  1. Centralized Data Management: By syncing SharePoint lists with monday.com boards, you can ensure that all data is centralized and accessible in one place. This makes it easier for teams to find and use the information they need.
  2. Real-Time Data Sync: The integration between SharePoint and monday.com ensures that data is synced in real-time, which means that any changes made in one platform are reflected in the other.
  3. Automate Data Entry: With the integration, you can automate data entry between the two platforms. This means that you can save time by eliminating the need to manually enter data into both platforms.
  4. Increased Collaboration: By syncing data between the two platforms, you can increase collaboration between teams. This allows team members to work together more efficiently, even if they are using different tools.
  5. Enhanced Visibility: The integration allows you to gain a better understanding of your data by providing enhanced visibility across both platforms. This enables you to track the progress of tasks and projects in real-time, making it easier to identify areas that need attention.
  6. Customizable Integration: The integration between SharePoint and monday.com is highly customizable, which means that you can tailor it to meet the unique needs of your organization. This allows you to set up workflows and data syncs that work best for your team.

Streamlining Project Management with SharePoint and monday.com

SharePoint and monday.com are two powerful tools that can help businesses streamline project management and collaboration. When integrated, they can provide a comprehensive solution for managing tasks, projects, and workflows.

Here are some ways SharePoint and monday.com can help streamline project management:

  1. Centralized Collaboration: Integrating SharePoint with monday.com can provide a central platform for team members to collaborate on projects. By syncing SharePoint lists with monday.com boards, team members can easily access and update project information.
  2. Real-Time Updates: With the integration, updates made in SharePoint can be automatically synced with monday.com. This helps team members stay up-to-date on project progress and changes in real-time.
  3. Improved Task Management: By combining SharePoint's powerful task management features with monday.com's intuitive project management tools, teams can create and manage tasks more efficiently. This includes assigning tasks, setting deadlines, and tracking progress.
  4. Automated Workflows: Integrating SharePoint with monday.com can help automate workflows and streamline repetitive tasks. For example, when a new task is created in SharePoint, it can automatically be added to a monday.com board, eliminating the need for manual data entry.
  5. Enhanced Reporting: By syncing SharePoint lists with monday.com boards, teams can create comprehensive reports on project progress and performance. This can help identify areas that require improvement and optimize project management processes.
  6. Access Control: Integrating SharePoint with monday.com can help manage access control for sensitive data. SharePoint provides robust access control features that can be used to ensure that only authorized team members have access to critical project information.

How to Create Custom Fields for SharePoint Lists in monday.com

SharePoint and monday.com are two powerful tools that can be integrated to streamline your workflow and increase productivity. One of the benefits of this integration is the ability to create custom fields for SharePoint lists in monday.com. This allows you to track and manage your data more efficiently and effectively.

Here are the steps to create custom fields for SharePoint lists in monday.com:

  1. Start by logging in to your monday.com account and selecting the board that you want to connect to your SharePoint list.
  2. Next, click on the "Settings" button located on the top right corner of the board.
  3. From the dropdown menu, select "Integrations" and then choose "SharePoint".
  4. Enter your SharePoint site URL and select the list that you want to connect to the board.
  5. Once the list is connected, you can now create custom fields by clicking on the "Add Column" button on the board.
  6. Select the "Column Type" as "SharePoint column" and choose the SharePoint column that you want to display on the board.
  7. You can also choose to add a formula to the custom field to perform calculations or automate actions.
  8. Customize the appearance of the field by changing the color, font, or adding icons.
  9. Once you have created your custom field, you can now use it to track and manage your data in monday.com.

How to Monitor SharePoint Lists with monday.com Notifications

SharePoint and monday.com integration allows for seamless collaboration between teams and improved project management. One of the key benefits of this integration is the ability to monitor SharePoint lists with monday.com notifications. With this feature, you can stay up-to-date on changes made to your SharePoint lists, and take immediate action when necessary.

Here are some steps to help you set up SharePoint list monitoring with monday.com notifications:

  1. Start by opening your monday.com account and selecting the board you want to add the SharePoint list to.
  2. Click on the "Add column" button on the right side of the screen, and select "Integration" from the list of options.
  3. In the integration menu, search for "SharePoint" and select it.
  4. Next, you'll need to connect your SharePoint account to monday.com. Enter your SharePoint URL and credentials, and authorize the integration.
  5. Once you've authorized the integration, you'll be prompted to select the SharePoint list you want to monitor. Choose the list you want to connect to your monday.com board.
  6. Once you've selected the SharePoint list, you'll see a list of fields that you can monitor. Choose the fields you want to monitor by selecting the checkbox next to each field.
  7. Finally, choose the notification settings you want to apply. You can choose to receive notifications when a new item is added, when an item is modified, or when an item is deleted.

How to Create SharePoint Tasks from monday.com Items

Integrating SharePoint and monday.com can greatly enhance your project management process by automating tasks and workflows. One of the key features of this integration is the ability to create SharePoint tasks directly from monday.com items, allowing for seamless collaboration between the two platforms. Here's how you can do it:

  1. Choose your trigger: To get started, you'll need to select the trigger that will start the automation. In this case, the trigger will be a new item in a monday.com board.
  2. Connect your monday.com account: You'll need to connect your monday.com account to Appy Pie Connect so that the automation can run properly. Follow the on-screen instructions to log in to your account.
  3. Choose your action: The action is the task that you want to automate in SharePoint. In this case, you want to create a new task in a SharePoint list.
  4. Connect your SharePoint account: Connect your SharePoint account to Appy Pie Connect by logging in and following the on-screen instructions.
  5. Map your fields: You'll need to map the fields from your monday.com board to your SharePoint list so that the automation knows which data to transfer over.
  6. Test your automation: Once you've set up the automation, test it to make sure it's working properly. You can do this by adding a new item to your monday.com board and checking to see if a new task is created in your SharePoint list.

Tips for Getting the Most Out of Your SharePoint and monday.com Integration

Integrating SharePoint with monday.com can bring about numerous benefits for your organization. Here are some tips to help you get the most out of this integration:

  1. Define your workflows: Before you start integrating SharePoint with monday.com, make sure you have clearly defined your workflows. This will help you identify which data and processes should be integrated between the two platforms.

  2. Identify the right fields: It’s essential to identify the right fields to be synced between SharePoint and monday.com. This will help ensure that you have the right data available in both platforms and avoid data discrepancies.

  3. Keep your data clean: Ensure that you have a system in place to keep your data clean and up-to-date. This will help avoid errors and discrepancies in your integrated data.
  4. Automate where possible: Automating your workflows wherever possible can save time and reduce manual errors. Use tools like Appy Pie Connect to set up automated workflows between SharePoint and monday.com.
  5. Train your team: Make sure that your team members are trained in using both SharePoint and monday.com effectively. This will help them take full advantage of the integration and improve productivity.
  6. Monitor your data regularly: Regularly monitoring your data is essential to identify any discrepancies or errors and fix them promptly.
  7. Utilize dashboards: Dashboards can help you get a quick overview of your data and identify any trends or patterns. Use dashboards in both SharePoint and monday.com to monitor your data.
  8. Use templates: If your organization frequently uses similar workflows, use templates to streamline the integration process. This can save time and reduce errors.
  9. Document your integration: Documenting your integration process can help you identify any issues or errors and resolve them quickly. It can also serve as a reference for future integrations.
  10. Seek help if needed: If you encounter any issues with your integration, don't hesitate to seek help from Appy Pie Connect support or other resources.
Page reviewed by Abhinav Girdhar  | Last Updated on July 21, 2024, 2:42 pm
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