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Submitted URL: https://docs.workato.com/connectors/sharepoint.html#how-to-connect-to-sharepoint-on-workato
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Effective URL: https://docs.workato.com/connectors/sharepoint.html
Submission Tags: falconsandbox
Submission: On April 22 via api from US — Scanned from DE
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/ docs Product UpdatesStatus PageAutomation Institute ▼ 日本語 / docs * Product Updates * Status Page * Automation Institute * Getting Started * Recipe Design * Connectors * App Connectors * Active Directory * Adobe Commerce Magento * Adobe Experience Manager * ADP Workforce Now * AI by Workato * Airtable * Analytics Cloud (Wave Analytics) * Amazon S3 * Amazon SES * Amazon SNS * Amazon SQS * Anaplan * Apache Kafka * Asana * AWS Lambda * Azure Active Directory * Azure Blob Storage * Azure Monitor * Azure OpenAI * Bamboo HR * BIM 360 * Box * Bynder * Celonis * Confluence * Coupa * Databricks * Deputy * Dialogflow * DocuSign * Dropbox * Egnyte * Eloqua * Email by Workato * Excel * Eventbrite * Facebook Lead Ads * Freshdesk * FTP * Github * Gmail * Gong * Google BigQuery * Google Calendar * Google Cloud Storage * Google Drive * Google Sheets * Google Speech-to-Text * Google Text-to-Speech * Google Translate * Google Workspace * Google Vision * Greenhouse * gRPC * HubSpot * IBM Db2 * Intacct * Iterable * JavaScript * JDBC * Jira * Jira Service Desk * Java messaging service * JWT by Workato * LaunchDarkly * LinkedIn * MailChimp * Marketo * Mapper by Workato * Microsoft Dynamics 365 * MongoDB Atlas * MySQL * Namely * NetSuite SOAP * NetSuite REST * Okta * On-prem command-line scripts * On-prem files * OneDrive * OpenAI * Oracle * Oracle EBS * Oracle Fusion Cloud * Outlook * Outreach * OutSystems * PagerDuty * Percolate * PlanGrid * PostgreSQL * Python * Quick Base * QuickBooks Online * Recipe Functions by Workato * RecipeOps by Workato * Redshift * Replicon * Salesforce * SAP RFC * SAP OData * SAP Concur * Segment * SendGrid * ServiceNow * Sendoso * SFTP * SharePoint * Connection setup * Sharepoint FAQs * Shopify * Slack * Smartsheet * SMS by Workato * Snowflake * Splunk * SQL Server * Stripe * SuccessFactors * SurveyMonkey * Syslog * Tango Card * Twilio * Webhooks * WordPress * Workday * Workday REST * Workfront * Wrike * Wufoo * Zendesk * Zoom * ZoomInfo * Zuora * Universal Connectors * Contributed Connectors * Accessing On-prem * API Platform * Workflow apps * Insights * Workbot * Event streams * Troubleshooting * Organization and Workspaces * Data and Security * Lifecycle and Operations * Connector SDK * Developer API * Embedded * Embedded API * Accelerators Connectors App Connectors # SHAREPOINT SharePoint (opens new window) is a web-based collaboration, document management and storage system integrated with Microsoft Office. Workato's SharePoint connector enables you to build integrations and automations around SharePoint and other third-party applications. # API The SharePoint connector uses the SharePoint REST API (opens new window). # HOW TO CONNECT TO SHAREPOINT ON WORKATO You must have an Azure account to connect to SharePoint and use it within Workato. # REGISTER THE WORKATO APP IN SHAREPOINT 1 Log in to https://portal.azure.com/ (opens new window) 2 Select Microsoft Entra ID > App registrations > New registration, under Azure services. 3 Enter a unique name for the application and select a supported account type. 4 Select Web from the Select a platform drop-down. 5 Enter https://www.workato.com/oauth/callback as the Redirect URI and select Register. 6 Select API Permissions > Add a permission from the left-hand menu. 7 Select the SharePoint option, under Commonly used Microsoft APIs. 8 Select the Delegated permissions option. 9 Expand AllSites within the Select permissions options and select the AllSites.Write checkbox. 10 Select Certificates & secrets > New client secret from the left-hand menu. 11 Enter a description for the client secret and set an expiration date for the secret using the Expires drop-down. 12 Select Add to create the client secret. 13 Select the Copy to clipboard icon beside the secret Value after you create the secret. This is your client secret. Save the value in a secrets vault. 14 Select Overview from the left-hand menu and copy the Application (client) ID value. You can now configure your SharePoint connection in Workato, using the API permissions you set up in the Azure Portal. # CONFIGURE SHAREPOINT CONNECTION IN WORKATO Once you have saved the Application (client) ID and the Value, you can now create a connection to your SharePoint Online environment in Workato. 1 Navigate to a pre-existing project in Workato and select Create > Connection. 2 Search for and select Microsoft Sharepoint in the Search for an app bar. Configuration for SharePoint connector 3 Enter the required fields. Use the Application (client) ID from the Azure portal as the Client ID and the Value from the Azure Portal as the Client Secret. Entering the client ID and secret for the SharePoint connector 4 Select Link your account to connect to SharePoint. Enter your username and password in the pop-up window. Linking account to SharePoint After following the previous steps, the SharePoint connection is established in Workato as shown in the following image. Connecting SharePoint to Workato ← Upload file Sharepoint FAQs → Last updated: 12/18/2023, 6:55:52 PM On this page * API * How to connect to SharePoint on Workato Product How it works Pricing What's New Recipes Security Documentation Product blog Solutions HR Sales Marketing Finance Support IT Product (Embed) Higher Ed Revenue Operations Resources Docs Customer Success Content Library Systematic Community Workato for Slack Workato for Microsoft Teams Use cases Product Led Sales Order to Cash Employee Onboarding Embedded Integrations Enterprise iPaaS IT Help Desk All use cases > Applications Salesforce Slack Marketo NetSuite ServiceNow Workday All Apps > Company About us Customers Blog Press Careers Partners Events © Workato 2024 Privacy Legal Sitemap Contact: (844) 469-6752 The trademarks WORKATO®, WORKBOT® and WORK JAM® are registered in U.S. Patent & Trademark Office to Workato, Inc.