Microsoft SharePoint

Sync form entries and uploaded files into SharePoint lists or document libraries.

Microsoft SharePoint is a collaborative document and content platform for teams across Microsoft 365. Connecting to Cognito Forms turns submissions into structured list items and files—mapping fields to columns, attaching documents, and keeping lists and libraries up to date.

Keep entries in SharePoint so teams share one place to review, track changes, and recover files.

  • Fewer manual updates
  • Faster status reporting
  • Easy recovery and audit

Use this integration to:

  • Create list items from forms
  • Upload files to libraries
  • Update columns, status, and owners

Use this integration when you

Use Microsoft SharePoint to log requests from forms, update status and owners, compile registrations, and roll up feedback into lists automatically.

Commonly used on:

How It Works

  1. Log in to Zapier
    1. Access your Zapier dashboard
  2. Create a new Zap
    1. Click “Make a Zap”
  3. Set Cognito Forms as the trigger
    1. Choose “Cognito Forms” → “New Entry”
  4. Add SharePoint as the action
    1. Select “Microsoft SharePoint” → “Create List Item” or “Upload File"
    2. Connect your SharePoint account and pick the target site
  5. Map fields to SharePoint columns
    1. Link form fields to the corresponding SharePoint list fields
  6. Test the Zap
    1. Submit a test entry and confirm list item creation or file attachment
  7. Activate the Zap
    1. Turn on the Zap for ongoing data syncing

Still need help? Check out our Zapier support article.