FYI + Microsoft SharePoint Integrations, Built by an AI Agent
Put FYI + Microsoft SharePoint to work with AI and enterprise-grade automation
4.9/5 on G2·
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Workflows you can build between FYI and Microsoft SharePoint
See the kind of workflows teams build with FYI and Microsoft SharePoint below — describe the exact one you want above and the Agent builds it on demand.
Create a task when a document is sent for signature
When a contract or agreement is sent for signature in FYI, automatically create a tracking task in Microsoft SharePoint.
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Log team project updates in a central document
Whenever a new post or status update is shared in Microsoft SharePoint, automatically append the details to an ongoing summary note in FYI.
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Generate a document template when a task is assigned
When a team member is assigned a new task in Microsoft SharePoint, automatically generate a kickoff document from a pre-set template in FYI.
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Browse the full workflow library →
Looking to achieve something else with FYI and Microsoft SharePoint?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for FYI and Microsoft SharePoint
Everything FYI and Microsoft SharePoint can do inside a workflow — the triggers that start one and the actions that run when it fires.
FYI Explore FYI →
A document management and workflow automation platform specifically designed for accounting and professional service firms.
ActionsCreate or Update a Client in FYI.
Create a Document.
Create or Update a Group for Clients in FYI.
Create or Update a Job in FYI.
Create a Web Link.
Create a File Note.
Microsoft SharePoint Explore Microsoft SharePoint →
Microsoft SharePoint is a web-based collaboration platform that enables organizations to store, share, organize, and manage documents across enterprise teams.
TriggersTriggers when a new file is created in the selected folder (excludes subfolders).
Triggers when a new file is added to any first-level subfolder of the selected folder. Files added directly to the selected folder do not trigger.
Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.
Triggers when a new list is created.
Triggers when a new item is created in a list.
Triggers when a file is created or updated in the selected folder (excludes subfolders).
Copies a file or folder within or across sites.
Create new folder in selected document library.
Creates a new list in a site.
Creates a new item in a list.
Creates a new site page in SharePoint.
Send a sharing invitation to specific recipients for a file or folder.
Other Documents & Notes apps on Knit
Explore more Documents & Notes integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
AIDA
AIDA is a document management tool designed to help businesses process, organize, and store digital records and documents efficiently.
Arvo
Arvo is a visual documentation tool that helps businesses create, organize, and share visual operating procedures and playbooks.
Attach
Attach is a document sharing and tracking platform that helps sales teams track when prospects view sent documents and presentations.
AudioPen
AudioPen is an AI-powered voice note app that converts spoken audio recordings into structured, clearly written text summaries.
AuditCase
AuditCase is a cloud-based document management and practice administration software system designed specifically for accounting and auditing practices.
Better Proposals
Better Proposals is a proposal creation platform that helps businesses build, send, track, and accept online proposals and contracts.
Bidsketch
Bidsketch is a proposal management software that helps freelancers and agencies create, send, and track client proposals.
Buildin.AI
Buildin.AI is an AI-powered collaborative workspace platform for note-taking, document creation, and task management.
Other Team Collaboration apps on Knit
Explore more Team Collaboration integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Approval Studio
An online artwork proofing and design review tool that streamlines document approval workflows for creative teams.
Approveit
Approveit is an operations approval workflow platform that automates internal requests and compliance approvals directly within messaging channels.
Assembly
Assembly is a workplace engagement and recognition platform designed to reward employees and foster team collaboration.
Atarim
Atarim is a visual feedback and workflow management platform designed for web agencies, developers, and clients to collaborate on websites.
Beekeeper
Beekeeper is a team collaboration and mobile communication platform designed to connect frontline employees with operational news and workplace tools.
beSlick
A process and task management tool that helps teams document standard procedures and track daily operational workflows.
Blink
Blink is an employee app and frontline collaboration platform that connects workforce teams through newsfeeds, messaging, and access to documents.
BlogIn
BlogIn is an internal company blog software that acts as an internal knowledge base and team news sharing tool.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about FYI + Microsoft SharePoint
Is there a pre-built FYI + Microsoft SharePoint automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches FYI and Microsoft SharePoint's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built FYI or Microsoft SharePoint connector?
No. The Agent works whether or not FYI or Microsoft SharePoint already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
How does connecting FYI and Microsoft SharePoint help manage document signatures?
When a document is sent for signature in FYI, you can automatically create a follow-up task or update in Microsoft SharePoint to keep your team informed.
Can new updates in Microsoft SharePoint automatically record notes in FYI?
Yes, you can log key project updates from Microsoft SharePoint directly into meeting notes or records within FYI.