This article covers the topics:
This integration between Pipeliner Cloud and MS Office365 Sharepoint allows you to:
Access files from MS Office365 Sharepoint within Pipeliner
In order to use this integration, you will need to have a Pipeliner Cloud subscription and a MS Office365 account or have signed up for MS Sharepoint Online.
The Sharepoint integration is a paid-for add-on to Pipeliner. Please contact your Account Manager directly to discuss how it can streamline your business or email firstname.lastname@example.org and we will ask your Account Manager to contact you.
How to activate the Sharepoint integration in the Pipeliner Automation Hub
NOTE: If it's not already running, your Pipeliner Admin will need to request activation of the integration.
From the Admin Module, click on the "Automation Hub" Menu Item.
Find the "MS Sharepoint" integration and click on the MS Sharepoint card and then “Request” ⤵
In the Automation Hub, the integration will now show as Status “Add Pending”. A member of our team will approve and then the integration will be running ⤵
Activating the Integration from User Settings in the Pipeliner Web App
Once the integration is running, each user will need to activate it within their User Settings. Click on the user’s avatar in the top right and then the "Settings" button ⤵
All our Microsoft Office 365 integrations are visible in the Apps tab ⤵
Click on "Activate" and sign in to your Office 365 account.
The Integration will then show as "Activated" ⤵
Attaching links to Sharepoint files from Pipeliner
Wherever you are able to attach a file to a record, you’ll now be able to choose to select that file from MS Sharepoint.
From a "QuickView" ⤵
From the "Compact View" ⤵
From an open record on the "Documents" tab ⤵
You’ll now be able to select "MS Sharepoint" as the source of the file ⤵
Select your file and attach it. You’ll then be able to see and access the file from the Documents tab of the record that you linked it to ⤵
From the Documents section in the "Compact View" ⤵
Or even from the "Feeds" ⤵