Pipefy + Sharepoint Integration

Integrate Pipefy to Sharepoint in one click, or tell Integrately AI how you want each card handled. Create folders, upload files, update card fields, and organize your documents automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Pipefy
    Card is created in Pipefy Instant
  • Pipefy
    Card is moved in Pipefy Instant
  • Pipefy
    Card field is updated in Pipefy Instant
  • Pipefy
    Card is completed in Pipefy Instant
  • Pipefy
    Card gets late in Pipefy Instant
  • Pipefy
    Card is expired in Pipefy Instant
  • Pipefy
    Card becomes overdue in Pipefy Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • Pipefy
    Update card field in Pipefy
  • Pipefy
    Create card in Pipefy
  • Pipefy
    Search card in Pipefy
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready Workflows Ready Workflows for Pipefy + Sharepoint Integration

Create folders when cards are created, upload files when folders appear, update card fields, and notify your team, all in just one click.

Most popular automationmost-popular-automations
Pipefy + Sharepoint Integration

Create Sharepoint folder for new Pipefy card

If you're using Pipefy to manage your projects, you may want to create a separate folder in Sharepoint for each card to keep all of your related files organized. This way, you can easily access and share any of the files associated with your project without having to search through your entire Sharepoint account.

But managing all of these folder in Sharepoint can be a pain, and creating them manually is extremely impractical. Hence, this Pipefy - Sharepoint integration. It makes it easy to add folders in Sharepoint when you create new Pipefy cards so that your files stay organized and you never lose track of important documents again.
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Sharepoint + Pipefy Integration

Create Pipefy card for new Sharepoint file

Have you ever wished that there was an easier way to keep track of all the files you have created in Sharepoint? Well, using this Sharepoint - Sharepoint integration, you can create a card for each file in Pipefy and never lose track of a thing.

You can even color code your card to help organize them even further. This is a great way to stay on top of your projects, and it'll help you be more productive. Plus, this automation makes collaboration a breeze because it lets everyone know exactly where each file is stored.
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Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Pipefy + Sharepoint flow

Connect your core workflows to messaging tools, spreadsheets, and CRMs to keep your entire team aligned. Pick a combination and activate it in one click.

Pipefy
Sharepoint
+
Microsoft TeamsMicrosoft Teams (4)
+
OutlookOutlook (4)
+
SlackSlack (4)
+
ExcelExcel (4)
+
SalesforceSalesforce (4)
+
DocuSignDocuSign (4)
P
S
M
Create a Sharepoint folder when a card is created in Pipefy, and notify your team on Microsoft Teams
New Pipefy cards instantly generate a Sharepoint folder and post an alert to Microsoft Teams, keeping files organised and teams aligned.
S
P
M
Update your Pipefy card field when a file is created in Sharepoint, and alert your team on Microsoft Teams
Sharepoint file uploads automatically update your Pipefy card fields and notify Microsoft Teams users without manual status checks.
P
S
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When a card is moved in Pipefy, upload the attached file to Sharepoint and announce it in Microsoft Teams
Moved Pipefy cards trigger file uploads in Sharepoint and instant team announcements in Microsoft Teams.
P
S
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Use ChatGPT to summarize new Pipefy card details, create a Sharepoint list item, and post the brief in Microsoft Teams
ChatGPT summarizes Pipefy card data before storing it in Sharepoint and briefing your Microsoft Teams channel.

Supported triggers and actions for Pipefy and Sharepoint

Mix and match to build the exact automation you need

Pipefy
Pipefy Triggers & Actions
Instant
Card is created in Pipefy
Triggers the automation when a card is archived
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Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
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Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
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Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
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Instant
Card gets late in Pipefy
Triggers the automation when a card gets late
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Instant
Card is expired in Pipefy
Triggers the automation when a card expires
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Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
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Update card field in Pipefy
Updates fields on a card with new information
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Create card in Pipefy
Generates a new card for a task
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Search card in Pipefy
Searches for a card
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Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
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Search site in Sharepoint
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Create list item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
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Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
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Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
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What can you automate with Pipefy + Sharepoint?

Streamline your document management by connecting operational workflows directly to secure cloud storage.

What you can automate?
📁
Create Sharepoint folders from new Pipefy cards
Automatically set up dedicated project directories in Sharepoint the moment a new card is created in Pipefy. Eliminate manual folder creation and keep your document storage organized from day one.
📋
Capture every submitted card field in storage
Map all available Pipefy card fields and metadata into Sharepoint list items instead of just basic titles. Your storage repositories become comprehensive sources for review and auditing.
🔔
Notify the right team as soon as files arrive
Trigger instant team alerts whenever new files appear in your Sharepoint folders or Pipefy cards are updated. Ensure stakeholders never miss critical document handoffs.
🔀
Route actions based on submitted card fields
Execute different storage operations depending on specific values selected in your Pipefy cards. Send urgent requests to priority folders while standard items route to general archives.
🔄
Keep card statuses updated when files change
Automatically update corresponding Pipefy card fields whenever new files are created in Sharepoint folders. Keep operational boards synchronized with your actual document repository.
🔍
Search and update instead of creating duplicates
Check for existing records and folders before creating new items across your apps. Maintain clean directories and prevent clutter from duplicate file creation.
🏁
Handle later status changes and completions
Trigger archiving operations and folder restructuring when cards are completed in Pipefy. Ensure finished projects transition smoothly into long-term storage.
🔌
Extend your workflow to messaging and CRM tools
Connect your core Pipefy and Sharepoint flow to Microsoft Teams, Slack, or Salesforce for multi-step execution. Keep sales pipelines and communication channels fully aligned.
And much more...

Who is Pipefy + Sharepoint integration for?

Operations managers, project leads, and administrative teams connect Pipefy and Sharepoint to eliminate manual file management and keep workflows synchronized.

Operations managers
Operations managers
Project leads
Project leads
Client success teams
Client success teams
Administrative coordinators
Administrative coordinators
Handoff coordinators
Handoff coordinators
Compliance officers
Compliance officers
📈
Operations managers
You review operational pipeline metrics across multiple dashboards, but your document records only update when someone manually exports files, so your status counts are always hours behind — with this integration, every new card creates its folder instantly and your records stay current.
Project leads
You need to track team deliverables in real-time, but documents get misplaced in scattered storage before anyone notices — connecting these apps means every file upload updates your task status automatically and keeps deliverables visible.
🤝
Client success teams
You answer to stakeholders who expect up-to-date project repositories, but manual file organization leads to gaps and misplaced records — automating both apps means client folders generate on demand and project archives stay pristine.
📊
Administrative coordinators
The volume of incoming operational cards is too high for anyone to keep up with by hand, leading to missed folders and untracked assets — this integration means every submission triggers automated folder creation and list logging without manual effort.
🔄
Handoff coordinators
You own the execution stage and depend on upstream team members to hand over documents, but files remain trapped in closed chats — connecting these apps means every stage movement transfers assets to Sharepoint instantly.
🛡️
Compliance officers
You need a reliable audit history for every operational process, but manual record-keeping keeps missing critical files — automating both apps means every completed card and uploaded file is logged securely and consistently.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Pipefy + Sharepoint

Build and manage your Pipefy + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Pipefy + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Pipefy to Sharepoint?
Frequently Asked Questions
You can connect Pipefy to Sharepoint in 1 click using ready templates on Integrately, or ask Integrately AI to build your automation. It takes seconds to link your accounts along with Microsoft Teams, Outlook, Slack, and 1,500+ other apps.
Can I automatically create Sharepoint folders when new Pipefy cards are created?
Frequently Asked Questions
Can I connect Pipefy, Sharepoint, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for Pipefy and Sharepoint?
Frequently Asked Questions
How does Pipefy data handle field updates in Sharepoint?
Frequently Asked Questions
Can Sharepoint trigger updates back to Pipefy cards?
Frequently Asked Questions
Do I need coding skills to automate Pipefy and Sharepoint?
Frequently Asked Questions
Is the Pipefy and Sharepoint integration free?
Frequently Asked Questions
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You Can Also Connect Pipefy or Sharepoint With 1500+ Other Apps

Pipefy
Popular Pipefy Integrations
Connect Pipefy with project management, CRM, and team chat tools to manage operational workflows across your stack.
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Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with document signing, cloud storage, and productivity apps to keep your files working everywhere.