Many organizations use Microsoft SharePoint as a secure place to store, organize, share, and access information from any device.
With the GoFormz-SharePoint connection, automate the uploading of completed Form PDFs to folders in your SharePoint account. Additionally, use this connection to Upsert Rows into an Excel Table.
🗒️ Note: The GoFormz-SharePoint connection uses Microsoft Graph API. Managed metadata - like taxonomy fields - are not supported by Graph API.
The GoFormz-SharePoint connection is available for Advanced and Enterprise tier accounts.
You’ll need to add a GoFormz-SharePoint connection to leverage this integration. To add this connection, you’ll need admin access through both SharePoint and Microsoft Office.
🗒️ Note: SharePoint admin access through Office requires that an Office Global Admin assign SharePoint admin access in the Office portal. You may need to wait 5-10 minutes before you see full access once it’s granted by a Global Admin.
If you have a SharePoint connection added before your SharePoint and Office permissions were applied, you’ll need to reconnect the connection in GoFormz once you have the proper permissions.
SharePoint Workflow actions
Leverage the available SharePoint Workflow actions in your Workflows.
With the Upload to SharePoint action, you can send Forms or images submitted by your Form Users directly to your SharePoint account.
Update or add rows to your SharePoint account’s Excel workbooks with the Upsert Row in Excel Table Workflow action.
These actions are available for use in custom Workflows, and in the available premade SharePoint Workflow recipes.
SharePoint premade Workflow recipes
In the Workflow Recipe Library you’ll find premade Workflows that you can leverage with your SharePoint connection. These include:
Send PDF versions of your Forms directly to your SharePoint account upon receipt with the “Upsert to SharePoint Using a Completed Form” recipe.
The “Upload submitted Public Form to SharePoint” gives prompt access to your submitted Public Forms for anybody who needs it.
Access and store Forms or images submitted by your Form Users with the “SharePoint File Upload” recipe.
Related topics
Learn the fundamental ideas behind setting up any kind of Workflow recipe.
Review how App Connections work with GoFormz.
Incorporate incoming data into your business processes upon receipt with Workflow variables.