SharePoint is a web-based collaboration, document management and storage system integrated with Microsoft Office.
Workato's SharePoint connector enables you to build even more integrations and automations around Sharepoint and other third-party applications.
The SharePoint connector uses SharePoint REST API.
# How to connect to SharePoint on Workato
# Register Workato app in SharePoint
Login to https://portal.azure.com/
Azure Active Directory->
New Application Registration
Give a unique name for the application, select the Application type as
Web, redirect URL as
https://www.workato.com/oauth/callback, select an Account type, then click on
If you have not added a Workato redirect URI in the previous step, click on the
Overviewfor the newly created app registration, click the link beside
Redirect URIs, add a new URI: https://www.workato.com/oauth/callback. Click Save.
API Permissionson the left hand menu and then click
Add a permission
From the left hand menu, select
Certificates & secrets, then click
New client secretunder Client secrets.
Enter a description for the client secret and select the Expires value then click
Once the secret has been generated, click the Copy to clipboard icon and save the client secret somewhere secure.
Click back to the Overview screen and copy the Application (client) ID value.
# Configure SharePoint connection in Workato
Once you have the client ID and client secret saved somewhere, you can now create a connection to your Sharepoint Online environment in ACC Connect.
Login to Workato to create SharePoint connection. Go to
App Connectionstab ->
Create a new connection-> select the Sharepoint Connector
Enter the required fields. Use
Application IDfrom Step 13 as
Client Secretfrom Step 12 as
Link your accountto connect Sharepoint and enter username and password in pop-up window.
Connection should be established in Workato as shown below