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Dovetail + Sharepoint Integrations

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Example workflows
Triggers and actions
Dovetail + your other apps
Sharepoint + your other apps
FAQ

Dovetail + Sharepoint integrations

Connect Dovetail to Sharepoint in just a few clicks, for free, with Relay.app. Relay.app provides seamless integration between Dovetail, Sharepoint, and many other popular SaaS applications.

Check below for example workflows using Dovetail and Sharepoint, as well as a list of the triggers and actions Relay.app supports today. Just let us know if we're missing anything you need.

Known for its combination of simplicity and power, Relay.app is a tool that people love for its deep & easy-to-use integrations, powerful AI features combined with human oversight, robust workflow essentials, and first-class customer support.

See all of Relay.app's features

Example Dovetail + Sharepoint workflows

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Automatically create note in Dovetail for each list item added in Sharepoint

Try it

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Update note automatically in Dovetail for each drive item added in Sharepoint

Try it

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Update note automatically in Dovetail for each list item added in Sharepoint

Try it

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Delete note automatically in Dovetail for each list item added in Sharepoint

Try it

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Automatically create insight in Dovetail for each list item added in Sharepoint

Try it

Dovetail Triggers

No Dovetail triggers yet

Request trigger

Sharepoint Actions

Document library

Find document library(ies)

Drive item

content_copy

Copy drive item

Find drive item(s)

Find file in folder

move_up

Move drive item to folder

edit

Update drive item

upload_file

Upload drive item

Folder

add

Create folder

Find folder(s)

move_up

Move folder to folder

List

add

Create list

Find list(s)

List item

add

Create list item

Find list item(s)

edit

Update list item

Site

Find site(s)

Sharepoint Triggers

Drive item

edit

Drive item changed

target

Drive item first meets conditions

add

New drive item added

List item

edit

List item changed

target

List item first meets conditions

add

New list item added

Dovetail Actions

Contact

add

Create contact

Insight

add

Create insight

Find insight(s)

edit

Update insight

Note

add

Create note

Find note(s)

edit

Update note

Other

delete

Delete insight

delete

Delete note

Create your own Sharepoint + Dovetail integration

Select a trigger in Sharepoint

Select an action in Dovetail

Create your workflow

Connect Dovetail to your other apps

Or connect Sharepoint to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
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Relay.app is a modern, easy-to-use automation tool. Build workflows that connect and automate actions across all the apps you already use. Relay.app has deep integrations, rich workflow tools, and human-in-the-loop steps for bringing human decisions, tasks, and approvals into automated workflows. Learn more about Relay.app's features.
How do I connect Dovetail to Sharepoint with Relay.app?
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1. Create a free Relay.app account
2. Set a trigger in Dovetail or Sharepoint to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Dovetail and Sharepoint to connect to Relay.app
5. Turn on your workflow and start getting more done with less manual work
Check above for some example workflows, or visit our help center for more details on how to get started.
Is Relay.app a Zapier alternative for connecting Dovetail to Sharepoint?
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Yes. Relay.app is a modern alternative to Zapier. Relay.app has deeper integrations, additional features, more flexibility, and better pricing.
Zapier is a better fit for some use cases, as a featureful workflow automation tool that has been around for a long time. For example, if you need an integration with a less commonly used app, Zapier may already have the one you need.
For a more detailed comparison, check out our article comparing Relay.app to Zapier or our comparison of Zapier alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Dovetail and Sharepoint—give it a try and let us know what you think.

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via email

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Screenshot showing how to test a step in an automated workflow in Relay.app

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