Process Street + Sharepoint Integration

Integrate Process Street to Sharepoint in one click, or tell Integrately AI how you want each workflow run handled. Create folders, upload files, organise data, alert your team, and track every process automatically.

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Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Process Street
    Task is ready in Process Street Instant
  • Process Street
    Data Set record is created in Process Street Instant
  • Process Street
    Data Set record is updated in Process Street Instant
  • Process Street
    Data Set record is deleted in Process Street Instant
  • Process Street
    Workflow run is created in Process Street Instant
  • Process Street
    Workflow run is completed in Process Street Instant
  • Process Street
    Task is checked/unchecked in Process Street Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
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2.

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Ready WorkflowsReady Workflows   for Process Street + Sharepoint Integration

Create folders from workflow runs, upload important files, organise lists, track updates, and share documents, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
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Connect more apps to your Process Street + Sharepoint flow

Route completed processes into your team chat, project trackers, and document stores. Pick a combination and activate it in one click.

Process Street
Sharepoint
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Microsoft TeamsMicrosoft Teams (6)
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SlackSlack (6)
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OutlookOutlook (6)
+
OneDriveOneDrive (6)
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AsanaAsana (6)
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Jira Software CloudJira Software Cloud (6)
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Create a Sharepoint folder when a Process Street workflow run starts, and notify your team on Microsoft Teams
New Process Street workflow runs create matching Sharepoint folders instantly while Microsoft Teams alerts your channel, keeping all project files organised from day one.
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Upload a file to Sharepoint when a Process Street task is ready, and post an update in Microsoft Teams
Important attachments from Process Street tasks land directly in Sharepoint while Microsoft Teams updates your staff, removing manual file transfers.
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Create a Sharepoint list item when a Process Street workflow run finishes, and notify Microsoft Teams
Completed Process Street workflows automatically update your Sharepoint lists and notify Microsoft Teams for seamless handover.
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Search for a file in Sharepoint when a Process Street data set record is created, and alert Microsoft Teams
New Process Street records trigger instant Sharepoint file lookups and notify your team on Microsoft Teams.
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Use Claude to summarise Process Street workflow data, create a Sharepoint list item, and alert Microsoft Teams
AI analyses Process Street workflow notes before saving structured summaries to Sharepoint and notifying Microsoft Teams.
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When a Process Street task is checked, update Sharepoint records and announce the milestone in Microsoft Teams
Progress updates in Process Street reflect in Sharepoint instantly while Microsoft Teams celebrates milestones with your crew.

Supported triggers and actions for Process Street and Sharepoint

Mix and match to build the exact automation you need

Process Street
Process Street Triggers & Actions
Instant
Task is ready in Process Street
Triggers the automation when a task is ready
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Instant
Data Set record is created in Process Street
Triggers the automation when a new record is created in a data set
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Instant
Data Set record is updated in Process Street
Triggers the automation when a data set record is updated
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Instant
Data Set record is deleted in Process Street
Triggers the automation when a data set record is deleted
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Instant
Workflow run is created in Process Street
Triggers the automation when a Workflow run is created
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Instant
Workflow run is completed in Process Street
Triggers the automation when a Workflow run is completed
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Instant
Task is checked/unchecked in Process Street
Triggers the automation when a task is checked or unchecked
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Approve or Reject Task in Process Street
Approve or reject a task approval step.
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Delete Data Set Record in Process Street
Delete a data set record by ID.
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Create Data Set Record in Process Street
Create a new record in a data set.
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Delete Comment in Process Street
Delete an existing comment.
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Update Comment in Process Street
Update an existing comment.
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Create Task Comment in Process Street
Create a new comment on a task.
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List Comments in Process Street
Retrieve comments for a task or run workflow context.
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Update Task in Process Street
Update task fields and status.
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List Run Workflow Approvals in Process Street
Retrieve approvals in a run workflow.
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List Task Assignees in Process Street
Retrieve all assignees for a task.
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Unassign Task from User in Process Street
Remove a user assignment from a task.
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List Tasks in Process Street
Retrieve tasks for a workflow or run workflow.
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Assign User to Run Workflow in Process Street
Assign a user to a run workflow.
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List Run Workflow Assignees in Process Street
Retrieve all users assigned to a run workflow.
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Unassign User from Run Workflow in Process Street
Remove a user assignment from a run workflow.
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Search Run Workflows in Process Street
Search run workflows using filters and query parameters.
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Update Run workflow in Process Street
Update details of an existing run workflow.
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Assign Task to User in Process Street
Assign a user to a task.
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Run workflow in Process Street
Runs a workflow
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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 Process Street + Sharepoint?

Streamline your document management and workflow tracking by connecting Process Street triggers to Sharepoint actions.

What you can automate?
📁
Create Sharepoint folders from new workflow runs
Automatically generate a structured Sharepoint folder the moment a new workflow run is created in Process Street. Keep your project documentation organized from day one without manual folder creation.
📎
Upload task attachments to Sharepoint instantly
Map files and attachments from ready Process Street tasks straight into your Sharepoint directory. Eliminate manual downloading and re-uploading of important documents.
🔔
Notify your team when workflow steps finish
Trigger instant alerts in your communication channels whenever a workflow run is completed in Process Street or a Sharepoint list item is created.
🔀
Route records based on submitted workflow fields
Create different Sharepoint list items or folders depending on the specific criteria selected in your Process Street workflow runs.
🔄
Keep Sharepoint databases updated as tasks progress
Update existing Sharepoint list items automatically whenever a Process Street task is checked or a workflow run is modified.
🔍
Search and link existing Sharepoint files
Perform automated file searches in Sharepoint whenever a new Process Street data set record is created, linking relevant resources immediately.
📝
Log completed workflow summaries in lists
Record structured summaries of finished workflow runs as new list items in Sharepoint to maintain complete operational histories.
💬
Extend workflows into team messaging apps
Combine your core Process Street and Sharepoint automation with Microsoft Teams or Slack to keep stakeholders informed of every milestone.
And much more...

Who is Process Street + Sharepoint integration for?

Connect Process Street and Sharepoint to automate file organisation, eliminate manual data entry, and keep operational records perfectly synchronized across your team.

Operations managers
Operations managers
Project coordinators
Project coordinators
Client success teams
Client success teams
Process engineers
Process engineers
Team leads
Team leads
Compliance officers
Compliance officers
📈
Operations managers
You manage complex workflows in Process Street but rely on Sharepoint for document archiving, and manual updates mean your tracking sheets are always hours behind — this integration means every new workflow run creates its required folder instantly and your records stay current.
Project coordinators
You need to act fast when tasks are ready in Process Street, but finding files in Sharepoint by hand causes frustrating delays — automating both apps means task attachments upload directly to the correct folders and you can respond immediately.
🤝
Client success teams
You answer to external stakeholders who expect organized project documentation, but manual file sorting leads to missing records — connecting these apps means every completed workflow run logs its summary and files automatically so clients always see accurate progress.
📊
Process engineers
The volume of completed workflow runs is too high for anyone to log by hand, resulting in incomplete audit trails — with this integration, every finished run records its data in Sharepoint lists instantly without manual data entry.
📋
Team leads
You depend on upstream teammates to hand over task documentation before you can begin work, but manual handoffs get lost in chat — automating both apps means files and folders appear in Sharepoint the moment a task is ready.
🗂️
Compliance officers
You need a reliable history of every operational workflow and keep finding gaps caused by manual archiving errors — this integration means every record and task update syncs to Sharepoint securely and without exception.
Our team

Ready Workflows Did you know?

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

Tell us what type of automation you want to make?

Why choose Integrately to automate Process Street + Sharepoint

Build and manage your Process Street + 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 Process Street + 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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in $19.99
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2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Process Street to Sharepoint?
Frequently Asked Questions
You can connect Process Street to Sharepoint in one click using pre-built workflows on Integrately, or ask Integrately AI to build your automation. You can also connect Microsoft Teams, Slack, Outlook, and 1,500+ other apps.
Can I automatically create Sharepoint folders when a Process Street workflow starts?
Frequently Asked Questions
Can I connect Process Street, Sharepoint, and Microsoft Teams?
Frequently Asked Questions
What is a good Zapier alternative for Process Street and Sharepoint?
Frequently Asked Questions
How do Process Street task attachments get sent to Sharepoint?
Frequently Asked Questions
Can completed Process Street workflows update Sharepoint lists?
Frequently Asked Questions
Do I need coding skills to automate Process Street and Sharepoint?
Frequently Asked Questions
Is the Process Street and Sharepoint integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Process Street or Sharepoint With 1500+ Other Apps

Process Street
Popular Process Street Integrations
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Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with document editors, cloud storage, and reporting tools to keep enterprise data organized.