Microsoft SharePoint
Slack
automateio

An automated workflow using automateio

Connects Microsoft SharePoint + Slack

Get Slack notifications for new tasks on Microsoft SharePoint

About this workflow template

This automation scenario allows you to connect Microsoft SharePoint and Slack

It can be build using Automateio, a no-code workflow automation tool. Automateio allows you to create automated scripts using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.

Microsoft SharePoint and Slack can also be integrated using automation tools other than automateio:

Diagram

Get Slack notifications for new tasks on Microsoft SharePoint
Workflow diagram: Microsoft SharePoint + Slack integration

How it works?

When this trigger fires in Microsoft SharePoint

Microsoft SharePoint

New Task in Microsoft SharePoint

Triggers when a new Task is added to a particular Plan. Requires Admin Consent

Then this action happens in Slack

Slack

Send a Direct Message in Slack

Send a message to specified User as Slackbot

How to set up this workflow

This guide contains information on how to set up an automatic workflow that allows to Get Slack notifications for new tasks on Microsoft SharePoint.

Part I

Configure Applications

First, we need to connect Microsoft SharePoint and Slack to Automateio.

  • Create Automateio account.

    Create Automateio account.

    Create Automateio account if you don't have one.

  • Connect Microsoft SharePoint to Automateio.

    Connect Microsoft SharePoint to Automateio.

    Give Automateio access to your Microsoft SharePoint account, using Microsoft SharePoint credentials.

  • Connect Slack to Automateio.

    Connect Slack to Automateio.

    Give Automateio access to your Slack account, using Slack credentials.

Part II

Build an integration workflow

Next, we need to create a workflow automation scenario using graphical no-code web interface of Automateio.

  • Set up a Trigger action for Microsoft SharePoint

    Set up a Trigger action for Microsoft SharePoint

    Choose the following trigger: New Task (Triggers when a new Task is added to a particular Plan. Requires Admin Consent).

  • Then set up an Action for Slack

    Then set up an Action for Slack

    Choose this action: Send a Direct Message (Send a message to specified User as Slackbot).

Part III

Test and Publish

Finally, we need to test this automation and publish it.

  • Customize data flow

    Customize data flow

    Configure the data that is exchanged between Microsoft SharePoint and Slack.

  • Test the workflow and turn it on for production use

    Test the workflow and turn it on for production use

    Test your scenario and publish to production. Now you have an automatic workflow, that will Get Slack notifications for new tasks on Microsoft SharePoint!

Supported triggers and actions

  • Slack

    New message in channels (instant)

    New message in channels (instant)

    pipedream
    triggerbypipedream
  • Slack

    New message posted to channel

    Triggers when a new message is posted to a specific #channel you choose.

    zapier
    triggerbyzapier
  • Slack

    New saved message

    Triggers when you save a message.

    zapier
    triggerbyzapier
  • Slack

    New pushed message

    Triggers when you click the "Push to Zapier" button from a message in Slack.

    zapier
    triggerbyzapier
  • Slack

    New user

    Triggers when a new Slack user is created / first joins your org.

    zapierpabbly-connectalbato
    triggerbyzapierpabbly-connectalbato
  • Slack

    New mention

    Triggers when a username or highlight word is mentioned in a public #channel.

    zapier
    triggerbyzapier
  • Microsoft SharePoint

    Upload a file

    Uploads a new file to a specified site.

    integromatzapier
    actionbyintegromatzapier
  • Microsoft SharePoint

    Create list item

    Creates a new item on a list.

    zapierintegrately
    actionbyzapierintegrately
  • Microsoft SharePoint

    Create folder

    Create folder

    integratelyzapier
    actionbyintegratelyzapier
  • Microsoft SharePoint

    Send group email

    Send an email to a group for a site. Requires Admin Consent

    automateio
    actionbyautomateio
  • Microsoft SharePoint

    Download a file

    Downloads a file from a specified site.

    integromat
    actionbyintegromat
  • Microsoft SharePoint

    Add a task

    Add a Task to a Bucket in Plan. Requires Admin Consent

    automateio
    actionbyautomateio

Apps you need

Slack

Slack

Team Chat

A cloud-based platform for team communication and collaboration

Slack is the go-to platform for modern teams seeking seamless communication and collaboration. With everything in one easily searchable place, including channels, integrations, and tools, Slack keeps your team aligned and productive.

Automateio

Automateio

Automation Platforms

Cloud automation platform which automates marketing, sales, and business workflows with no-code workflows

Automate.io was acquired by Notion in September 2021. Notion will be closing down the Automate product on October 31, 2022.