Connect Microsoft SharePoint and Yousign to unlock the power of automation
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Set up your first integration
Quickly connect Microsoft SharePoint to Yousign with a Zapier template.
Our most popular template
How Zapier works
Zapier makes it easy to integrate Microsoft SharePoint with Yousign - no code necessary. See how you can get setup in minutes.
Choose a trigger
A trigger is the event that starts your Zap—like a "New File in Folder" from Microsoft SharePoint.
Add your action
An action happens after the trigger—such as "Create a Contact" in Yousign.
You’re connected!
Zapier seamlessly connects Microsoft SharePoint and Yousign, automating your workflow.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Site
- FolderRequired
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- FolderRequired
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- FolderRequired
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- ListRequired
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- Site
- ListRequired
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- FolderRequired
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- FilterRequired
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Connect Microsoft SharePoint and Yousign to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Frequently Asked Questions about Microsoft SharePoint + Yousign integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Microsoft SharePoint and Yousign
What is involved in integrating SharePoint with Yousign?
Integrating SharePoint with Yousign typically requires setting up triggers and actions where documents can be automatically routed from SharePoint to Yousign for electronic signatures. You'd need to configure settings that define specific document libraries and conditions under which documents should be sent.
Which triggers are available when connecting SharePoint with Yousign?
When integrating, you can use triggers such as 'New File' or 'File Updated' in a specific SharePoint folder, which will initiate the process of sending a document to Yousign for signature.
Can I automate the retrieval of signed documents back to SharePoint after using Yousign?
Yes, automation can be set up to retrieve signed documents back into SharePoint once the signing process in Yousign is completed. This usually involves defining an action that updates or creates a file in a designated folder within your SharePoint site.
Are there any prerequisites for setting up integration between SharePoint and Yousign?
You would need accounts with both Microsoft SharePoint and Yousign. Additionally, permissions to access the document libraries in SharePoint and sufficient privileges in Yousign are necessary for seamless integration.
How do I handle errors during the integration process between these platforms?
During integration, errors might occur due to incorrect file paths or permissions. We recommend reviewing error logs and ensuring all file paths are correct. Necessary permissions must also be granted on both platforms.
Is it possible to customize workflows for different document approvals through this integration?
Yes, customized workflows can be created where certain types of documents trigger different actions such as approval routing or signature requests based on predefined rules within your organization's workflow setup.
Does integrating with Yousign affect existing permissions on my SharePoint files?
No, integrating with Yousign does not alter existing permissions. Files retain their original permission settings on SharePoint even when they are processed through Yousign for signatures.
