Setting up a SharePoint connection within Automate365 Automations opens up powerful possibilities for leveraging your existing data. This integration allows you to fully automate the creation of Microsoft 365 workspaces directly from information stored in SharePoint lists or files, using that data as dynamic input for the provisioning process.
Set up a SharePoint connection
Go to the BindTuning App.
Navigate to Automate365 > Connections.
Click the "Create connection +" button, and select "SharePoint".
A pop-up will open to configure the SharePoint connection.
SharePoint authentication
This connection type allows Automate365 to securely access SharePoint on a user's behalf without storing any of their credentials.
In the screenshot above, click "Continue" and sign in with your Microsoft 365 credentials.
About authentication tokens' expiration and renewal
OAuth tokens typically expire after 90 days. Automate365 manages this by automatically refreshing tokens before they expire, ensuring continuous connectivity and eliminating the need for manual intervention.
If the system cannot renew an OAuth token (maybe due to revoked permissions or changed credentials), you'll be notified immediately. This lets you fix the issue fast and keep your workflows running smoothly.
Once you've configured the connection, simply check your connections list to confirm its status is "Connected."
Note: For other types of connections, refer to the full list of connection types.