Microsoft Power Automate, which is known as Microsoft Flow, is one of the most powerful cloud-based platforms that is mainly designed to automate workflows across various applications and services. This is why its low-code interface allows users to create automated processes that don’t require extensive programming knowledge.
Here in this article, we will discuss in detail how Power Automate integrate with SharePoint. So if you are looking to become a Power Automate developer, then consider enrolling in the Power Automate Course. This course will help you understand how Power Automate can help in improving collaboration, streamlining document management, and automating business processes. So, let’s begin by understanding its key points of integration:
Key Integration Points: Triggers and Actions
Here, we have discussed the Key Integration Points of Triggers and Actions in detail. So if you have gained the Power Automate Certification, then you will be able to integrate these points in practice.
SharePoint Triggers:
These triggers start a Power Automate flow when specific things happen in SharePoint:
When a file is created or modified in a folder :
This trigger is used to automate tasks related to documents. For example, when a new contract is uploaded to a library, it can start an approval workflow. If an existing file is modified, it can trigger actions like updating data in another system or sending notifications.
When an item is created or modified in a list:
SharePoint lists are often used for tracking tasks or data. This trigger lets you automate processes when a new item is added or an existing one is updated. For example, when a new task is added to a project list, it can automatically assign it to a team member and send a notification.
When a file is created:
This trigger works when a file is created in a library, similar to the folder trigger but focused only on file creation.
When an item is created:
This is like the list trigger but specifically for when a new item is created in a list.
When a file is deleted:
This trigger can automate tasks like cleaning up files or sending notifications when files are deleted from a library.
When an item is deleted:
Automates actions when an item is deleted from a SharePoint list.
When a file is checked in or checked out:
This trigger can automate notifications or keep track of document check-ins and check-outs, ensuring proper version control.
When a list item is selected:
This allows users to manually start a flow for a specific item in a list, giving them control over automation.
For a selected file:
Similar to the list item selection, but for files in a document library.
When a column default value is changed in a list or library:
This automates processes when default values for columns are updated, helping manage metadata and content lifecycle.
SharePoint Actions:
After a SharePoint trigger starts a flow, various actions can be taken within SharePoint or in other connected systems:
Create file:
Automatically create documents in SharePoint using data from other sources like form submissions or database entries.
Update file properties:
Modify file metadata in SharePoint to ensure accurate tagging and organization, triggered by file creation or changes.
Get file properties:
Retrieve file metadata from SharePoint to use in further actions in the flow, like sorting or routing documents.
Get file content:
Access the content of a SharePoint file, useful for extracting data and sending it to another system.
Delete file:
Automatically delete files from SharePoint based on certain conditions.
Create item:
Add new items to a SharePoint list with data from the trigger or other actions in the flow.
Update item:
Modify existing items in a SharePoint list, making automated updates based on other events.
Get item:
Retrieve properties of an item from a SharePoint list for use in later flow actions.
Delete item:
Automatically delete items from a SharePoint list based on specific rules.
Send an email when a new file is added:
Notify people when new content is added to SharePoint.
Start an approval process:
Kick off an approval workflow in SharePoint, either using the built-in approval tools or custom workflows.
Check out file / Check in file:
Automate the process of checking documents in and out of SharePoint libraries.
Copy file / Move file:
Automatically copy or move documents within SharePoint based on certain events or conditions.
Create folder:
Automatically create folders in SharePoint libraries based on the flow data.
Apart from this, if you have completed the Blue Prism Course, then this may help automate repetitive tasks and processes similar to Power Automate. Also, gaining additional knowledge by taking such courses can add a credential to your portfolio.
Conclusion: How does Power Automate Integrate with SharePoint
From the above discussion, it can be said that the integration between Power Automate and SharePoint offers a powerful solution for organizations aiming to automate workflows, improve collaboration, and simplify document management within their Microsoft 365 environment. By understanding the various triggers and actions available in both Power Automate and SharePoint, users can design efficient automated processes that save valuable time, reduce the risk of errors, and boost overall productivity.
