Integrate with SharePoint
You can create and populate a folder in Sharepoint.
Before you begin
Prepare to connect to Microsoft
As part of the integration, you need to whitelist the Next Matter domain and create a service account. See if you've completed all the required steps.
I want to share folders or files, create folders, or upload files without any code
You can do it using SharePoint no-code steps. For details, see Connect to Sharepoint no-code
I want to use advanced integration to create a SharePoint list or add a list item
- Since you can replace placeholders with a data reference of the data provided in one of the previous steps, learn more about Data references.
- Get your SharePoint SITE ID. You'll need it in the step configuration. To get the ID:
- Sign in to https://developer.microsoft.com/graph/graph-explorer.
- Select GET as the method, and provide the following URL:
https://graph.microsoft.com/v1.0/sites/HOSTNAME.sharepoint.com:/sites/SITENAME
.
The hostname might be, for example,: nextmatter.sharepoint.com. You can find the site name in Sharepoint by clicking the Settings gear and clicking Site Information. - View the JSON response for the value of the id parameter. The value is built up of 3 data bits:
HOSTNAME, SITE_ID, WEB_ID
. Copy theSITE_ID
number string.
Good to know: Check out our ready-made templates available when you add a step and select Templates > 3rd party templates. You can use the templates to create a set of pre-configured steps.
Need a specific template? Click the Contact us button in the top right of the page and let us know.
Create a list in SharePoint (spreadsheet)
- In your Next Matter process, click +Add step and select Integration > Custom integration.
- Click Settings to configure the step.
- Enter the following details:
- Authorization: Microsoft Sharepoint
- Method: POST
- URL:
https://graph.microsoft.com/v1.0/sites/SITE_ID/lists
- Headers: Content-Type: application/json
- In the Body enter the list values. For example, the body might look like the following.
{ "displayName": "LIST_TITLE", //this is a placeholdder "columns": [ { "name": "COLUMN_A",//this is a placeholdder "text": { } }, { "name": "COLUMN_B",//this is a placeholdder "number": { } } ], "list": { "template": "genericList" } }
- Create a variable for the list ID with the following value:
$.id
. - Save your changes.
Create a list item (row of data)
- In your Next Matter workflow, click +Add step and select Integration > Custom integration.
- Click Settings to configure the step.
- Enter the following details:
- Authorization: Microsoft Sharepoint
- Method: POST
- URL:
<https://graph.microsoft.com/v1.0/sites/SITE_ID/lists/LIST_ID/items
- Headers: Content-Type: application/json
- In the Body enter the list values. For example, the body might look like the following.
{ "fields": { "Title": "TEST",//this is a placeholdder "textfield1": "NEW_TEXT",//this is a placeholdder "numberfield1": 0 } }
Find the list ID
-
Open the SharePoint list.
-
Click List Settings.
-
Go to the page URL and copy the text after
List=
Save your changes.
Updated 21 days ago