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Salesforce + Sharepoint Integrations

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Connect Salesforce to Sharepoint
Example screenshots
Example workflows
Triggers and actions
Salesforce + your other apps
Sharepoint + your other apps
FAQ

Salesforce + Sharepoint integrations

Salesforce > Sharepoint

Trigger

Last triggered

Opportunity stage reached

Move drive item to folder

Overview

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

Check below for example workflows using Salesforce 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

Screenshots of Salesforce and Sharepoint integrations in Relay.app

Use Relay.app's Salesforce integrations to trigger actions across your apps

Preview of Use any of these Salesfoce actions in your Relay.app workflows.

Use Relay.app's Salesforce integrations to trigger actions across your apps

Use any of these Salesfoce actions in your Relay.app workflows.

Example Salesforce + Sharepoint workflows

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Automatically move drive item to folder in Sharepoint for each opportunity stage reached in Salesforce

Try it

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Create record automatically in Salesforce for each list item added in Sharepoint

Try it

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Copy drive item automatically in Sharepoint for each opportunity stage changed in Salesforce

Try it

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Automatically update record in Salesforce for each drive item added in Sharepoint

Try it

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Upload drive item automatically in Sharepoint for each record added in Salesforce

Try it

Salesforce Triggers

Opportunity

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Opportunity stage changed

edit_square

Opportunity stage reached

Record

add

New record added

edit

Record changed

target

Record first meets conditions

Sharepoint Actions

Document library

Find document library(ies)

Drive item

content_copy

Copy drive item

Find drive item(s)

move_up

Move drive item to folder

edit

Rename drive item

edit

Update drive item

upload_file

Upload drive item

Folder

add

Create folder

Find folder(s)

move_up

Move folder to folder

edit

Rename 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

Salesforce Actions

Record

attach_file

Attach file to record

add

Create or update record

add

Create record

delete

Delete record

Find record(s)

edit

Update record

Create your own Salesforce + Sharepoint integration

Select a trigger in Salesforce

Select an action in Sharepoint

Create your workflow

Or automate Sharepoint + Salesforce

Select a trigger in Sharepoint

Select an action in Salesforce

Create your workflow

Connect Salesforce to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

Or connect Sharepoint to your other apps

WhatsApp notifications

WooCommerce

Wordpress.com

WordPress (Self-Hosted)

FAQ

What is Relay.app?
link
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 Salesforce to Sharepoint with Relay.app?
link
1. Create a free Relay.app account
2. Set a trigger in Salesforce or Sharepoint to kick off new workflow runs
3. Add one or more actions to run in your workflow
4. Authorize Salesforce 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 Make.com alternative for connecting Salesforce to Sharepoint?
link
Yes. Make is a powerful automation platform with a visual scenario editor. But if you’re looking for a way to connect Salesforce to Sharepoint that combines ease of use with the ability to integrate AI and human decision making seamlessly into your workflow, along with exceptional support, Relay.app is the go-to automation tool for your business.
For more info check out our article comparing Relay.app to Make or our comparison of Make alternatives.
Of course we're biased, but we believe Relay.app is the best way to connect and automate Salesforce and Sharepoint—give it a try and let us know what you think.

See why people love Relay.app

Salama💯

@SalamaErgossum

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I wanted to send newsletters from Outlook to Notion, and it was so easy I almost cried—after struggling and giving up with other tools like Make.

Huge thanks to @relay for empowering non-tech folks like me!

Marco Elizalde

@marcoETmx

I discovered @relay and it is incredible

Peter Jauhal

via email

Relay is a fantastic app. I keep finding new uses for it everyday. I am not a programmer but I can make some really complicated work flows work pretty quickly.

Lucas Grey

@ImLucasGrey

Falling in love with @relay. Tried make and zapier and this uiux worked the simplest. It gets the job done.

Automated our waitlist collection and replying process.
Used gpt in the workflow to parse the replies to our waitlist email qtns & saved them into our notion database.

Rafa

@rafanocode

I truly appreciate how @relay presents testing info. You can easily see what you are testing, and the messages are very clear if there's an error.

They are definitely creating a fantastic tool!

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

Duke Dao

@dummy_coder

.@relay is just straight out awesome. Give it a try

Benjamin Borowski👨‍🚒

@typeoneerror

Relay's "human in the loop" model is super effective for teams. Not only is this the best designed UI for automation building on the market, they've really thought about how not everything can be automated. Fantastic for building operationalized SOPs.

Notion Coach

@NotionCoach

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Maayan

Co-Founder at Elementary

You saved me thousands of dollars in engineering work.

Eva (Ziki) Zivanovic

@ZikiDoesNotion

If you’re never heard of @relay you’re missing out BIG TIME.

Relay.app is an automation app that has been getting a lot of traction lately.
And for good reason.

What makes them unique on the market is their Human-In-The-Loop functionality.

This functionality basically allows your company to add intermediate manual steps that can add unique judgment, context, and perspective.

Client onboarding workflow screenshot in Relay.app

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Salesforce + Sharepoint integrations

Screenshots of Salesforce and Sharepoint integrations in Relay.app

Example Salesforce + Sharepoint workflows

Automatically move drive item to folder in Sharepoint for each opportunity stage reached in Salesforce

Create record automatically in Salesforce for each list item added in Sharepoint

Copy drive item automatically in Sharepoint for each opportunity stage changed in Salesforce

Automatically update record in Salesforce for each drive item added in Sharepoint

Upload drive item automatically in Sharepoint for each record added in Salesforce

Create your own Salesforce + Sharepoint integration

Or automate Sharepoint + Salesforce

Connect Salesforce to your other apps

Or connect Sharepoint to your other apps

FAQ

What is Relay.app?

How do I connect Salesforce to Sharepoint with Relay.app?

Is Relay.app a Make.com alternative for connecting Salesforce to Sharepoint?

See why people love Relay.app

New to Relay.app? Learn how to automate your first workflow

What will you automate?