Integrate with SharePoint

You can create and populate a folder in Sharepoint.

Design Workflows Builder Toolbox Enterprise Automation

Before you begin

Prepare to connect to Microsoft

As part of the integration, you need to allowlist the Next Matter domain and create a service account. See if you’ve completed all the required steps.

I want to share folders or files, create folders, or upload files without any code

You can do it using SharePoint no-code steps. For details, see Connect to Sharepoint no-code

I want to use advanced integration to create a SharePoint list or add a list item

• Since you can replace placeholders with a data reference of the data provided in one of the previous steps, learn more about Data references.
• Get your SharePoint SITE ID. You’ll need it in the step configuration. To get the ID:

1. Sign in to https://developer.microsoft.com/graph/graph-explorer.
2. Select GET as the method, and provide the following URL: https://graph.microsoft.com/v1.0/sites/HOSTNAME.sharepoint.com:/sites/SITENAME. The hostname might be, for example, nextmatter.sharepoint.com. You can find the site name in Sharepoint by clicking the Settings gear and clicking Site Information.
3. View the JSON response for the value of the id parameter. The value is built up of 3 data bits: HOSTNAME, SITE_ID, WEB_ID. Copy the SITE_ID number string.

Create a list in SharePoint (spreadsheet)

1. In your Next Matter process, click +Add step and select Integration > Custom integration.
2. Click Settings to configure the step.
3. Enter the following details:

   • Authorization: Microsoft Sharepoint

   • Method: POST

   • URL: https://graph.microsoft.com/v1.0/sites/SITE_ID/lists

   • Headers: Content-Type: application/json

   • In the Body enter the list values. For example, the body might look like the following.

     {
              "displayName": "LIST_TITLE", //this is a placeholdder
              "columns": [
                {
                  "name": "COLUMN_A",//this is a placeholdder
                  "text": { }
                },
                {
                  "name": "COLUMN_B",//this is a placeholdder
                  "number": { }
                }
              ],
              "list": {
                "template": "genericList"
              }
            }
     

4. Create a variable for the list ID with the following value: $.id.
5. Save your changes.

Create a list item (row of data)

1. In your Next Matter workflow, click +Add step and select Integration > Custom integration.
2. Click Settings to configure the step.
3. Enter the following details:

   • Authorization: Microsoft Sharepoint

   • Method: POST

   • URL: https://graph.microsoft.com/v1.0/sites/SITE_ID/lists/LIST_ID/items

   • Headers: Content-Type: application/json

   • In the Body enter the list values. For example, the body might look like the following.

     {
       "fields": {
         "Title": "TEST",//this is a placeholdder
         "textfield1": "NEW_TEXT",//this is a placeholdder
         "numberfield1": 0
       }
     }
     

Find the list ID

1. Open the SharePoint list.
2. Click List Settings.
3. Go to the page URL and copy the text after List=

4. Save your changes.