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
How It Works
- Log in to Zapier
- Access your Zapier dashboard
- Create a new Zap
- Click “Make a Zap”
- Set Cognito Forms as the trigger
- Choose “Cognito Forms” → “New Entry”
- Add SharePoint as the action
- Select “Microsoft SharePoint” → “Create List Item” or “Upload File"
- Connect your SharePoint account and pick the target site
- Map fields to SharePoint columns
- Link form fields to the corresponding SharePoint list fields
- Test the Zap
- Submit a test entry and confirm list item creation or file attachment
- Activate the Zap
- Turn on the Zap for ongoing data syncing
Still need help? Check out our Zapier support article.
- Log in to Make
- Access your Make dashboard
- Create a new scenario
- Click “Create a new scenario”
- Set Cognito Forms as the trigger
- Add “Watch New Entries” module for Cognito Forms
- Use the Create a Webhook / Choose a hook
- Connect your account and select the form
- Add SharePoint as the action
- Add “Create List Item” or “Upload a File” module for Microsoft SharePoint
- Connect your SharePoint site and select the list or library
- Map fields to SharePoint
- Align form fields with corresponding SharePoint fields
- Test the scenario
- Run once and submit a test entry to verify list item creation or file upload
- Activate the scenario
- Save and enable continuous automation
Still need help? Check out our Make support article.
- Log in to Power Automate
- Access your Power Automate dashboard
- Create an automated flow
- Click “Create → Automated cloud flow”
- Set Cognito Forms as the trigger
- Choose “When a new entry is submitted” in Cognito Forms
- Add SharePoint as the action
- Select “Create item” for lists or “Create file” for libraries
- Sign in to SharePoint and choose the site, list, or library
- Map fields to SharePoint fields
- Match Cognito Forms data to SharePoint columns or file metadata
- Test the flow
- Submit a form entry and verify the SharePoint list item or file upload
- Activate the flow
- Save and turn on the flow
Still need help? Check out our Microsoft Power Automate support article.