📘 SharePoint Integration Manual with AUTOMY

Knowledge Center — Integrations

By Lily Dominguez Guerra · 2025-04-04

This manual guides you step by step to integrate Microsoft SharePoint with AUTOMY through the registration of an application in Azure Active Directory.

At the end, you'll find the necessary data you need to request from the client to complete the connection. 🎯 What is this integration for? ✅ Automates processes that require reading or writing data in SharePoint ✅ Allows access to libraries, sites, and files from within AUTOMY flows ✅ Facilitates secure connection with Microsoft 365 services 🛠️ Steps to configure the integration 1️⃣ Sign in to Azure Go to the Azure portal: https://portal.azure.com Sign in with your corporate Microsoft account 2️⃣ Register a new application Go to Azure Active Directory In the left-hand menu, select App registrations Click on New registration 3️⃣ Configure the application details Name : Use a descriptive name, such as SharePoint Integration Supported account types : Select Accounts in this organizational directory only Redirect URI (optional) : Use only if you plan to use token-based authentication Click Register 4️⃣ Get the app identifiers Once the app is created, go to the Overview tab and copy the following: Field Description Client ID Application Identifier Tenant ID Directory Identifier Save both values — you’ll need them when configuring the integration in AUTOMY. 5️⃣ Create a client secret Go to Certificates & secrets Under Client secrets , click New client secret Provide a description and set an expiration period Click Add ⚠️ Important : Copy the client secret value immediately.

It will be shown only once. 6️⃣ Add API permissions Go to API permissions Click on Add a permission Select Microsoft Graph or SharePoint Add the following permissions as needed: Permission Description Sites.Read.All Read access to all SharePoint sites Sites.ReadWrite.All Read and write access to all sites Click Add permissions 7️⃣ Grant admin consent (if required) Some permissions require administrator approval.

In the API permissions section, click on: Grant admin consent for [Your Tenant Name] 🔑 Information required for configuration in AUTOMY Once the app is registered, you must request the following data from the client in order to complete the configuration in AUTOMY: Required Field Description Name Descriptive name of the connection (e.g., "SharePoint Integration") Client ID Copied from Azure Active Directory Client Secret Secret generated in Azure Username Microsoft account with SharePoint access Password Password of the account above SharePoint URL Example: https://company.sharepoint.com Authority URL Example: https://login.microsoftonline.com/ 🧪 Example configuration yaml CopiarEditar Name: SharePoint Integration Client ID: 12345678-aaaa-bbbb-cccc-123456789abc Client Secret: kjh87h23k2h3k2h3k2h3k2 Username: name@company.com Password: ******** SharePoint URL: https://company.sharepoint.com Authority URL: https://login.microsoftonline.com/abcdefg-1234-hijk-5678-lmnopqrstuv 🎉 Integration Ready! Once you’ve completed these steps, you’ll be able to use SharePoint inside your AUTOMY processes to: ✅ Read documents or list data ✅ Write into folders or update files ✅ Connect forms to SharePoint content libraries