Microsoft SharePoint

Cognito Forms can automatically send files uploaded through your forms directly to SharePoint via OneDrive–no third-party tools required. Once connected, any file submitted through a File Upload field is synced to your SharePoint account when an entry is created or updated.

1. Open your form’s Build page and select a File Upload field.
2. In the field settings, enable Sync Files to Cloud Storage.
3. Select OneDrive as your storage provider and authorize access.
4. Configure the file integration:
   1. Connected Folder – The folder in your SharePoint account where synced files will be sent.
   2. Folder Path – The subfolder structure within the connected folder. Click Insert Field to build a dynamic path using tokens like the form name or field name.
   3. File Name – The name applied to synced files. Use tokens to generate a dynamic file name, or leave as the default to use the original file name.
   4. Fields to Sync – The File Upload fields on this form that will sync files to SharePoint.
5. Save the field settings.

Once saved, the integration is available across your organization and can be connected to other forms without re-authenticating. You can check the status of synced files at any time in the entry activity log.

Still need help? Check out our Sync Files to Cloud Storage support article.

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.

1. Log in to Make
   1. Access your Make dashboard
2. Create a new scenario
   1. Click “Create a new scenario”
3. Set Cognito Forms as the trigger
   1. Add “Watch New Entries” module for Cognito Forms
   2. Use the Create a Webhook / Choose a hook
   3. Connect your account and select the form
4. Add SharePoint as the action
   1. Add “Create List Item” or “Upload a File” module for Microsoft SharePoint
   2. Connect your SharePoint site and select the list or library
5. Map fields to SharePoint
   1. Align form fields with corresponding SharePoint fields
6. Test the scenario
   1. Run once and submit a test entry to verify list item creation or file upload
7. Activate the scenario
   1. Save and enable continuous automation

Still need help? Check out our Make support article.

1. Log in to Power Automate
   1. Access your Power Automate dashboard
2. Create an automated flow
   1. Click “Create → Automated cloud flow”
3. Set Cognito Forms as the trigger
   1. Choose “When a new entry is submitted” in Cognito Forms
4. Add SharePoint as the action
   1. Select “Create item” for lists or “Create file” for libraries
   2. Sign in to SharePoint and choose the site, list, or library
5. Map fields to SharePoint fields
   1. Match Cognito Forms data to SharePoint columns or file metadata
6. Test the flow
   1. Submit a form entry and verify the SharePoint list item or file upload
7. Activate the flow
   1. Save and turn on the flow

Still need help? Check out our Microsoft Power Automate support article.