Microsoft SharePoint WorkflowMax

Microsoft SharePoint + WorkflowMax Integrations

Put Microsoft SharePoint + WorkflowMax to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Microsoft SharePoint and WorkflowMax below — describe the exact one you want above and the Agent builds it on demand.

Microsoft SharePoint + WorkflowMax When a new job category is created in WorkflowMax, create a matching folder in Microsoft SharePoint.
Post team updates when major tasks are completed When a task is completed in WorkflowMax, automatically publish a status update in Microsoft SharePoint to share progress with the broader team. See details
Turn discussion posts into project management tasks When a team member shares a post or update in Microsoft SharePoint, automatically create a new task in WorkflowMax to track follow-up work. See details
Share project files when deadlines approach When a task due date is approaching in WorkflowMax, automatically share associated project files in Microsoft SharePoint to alert assigned team members. See details

Browse the full workflow library →

Looking to achieve something else with Microsoft SharePoint and WorkflowMax?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for Microsoft SharePoint and WorkflowMax

Everything Microsoft SharePoint and WorkflowMax can do inside a workflow — the triggers that start one and the actions that run when it fires.

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.

Knit's Integrations Agent builds Microsoft SharePoint's triggers and actions on demand — describe the automation in plain English and it writes and runs real code against Microsoft SharePoint's API.

WorkflowMax Explore WorkflowMax →

A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.

Triggers
Job Category Created

Triggers when a job category is created in job settings.

Job Cost Added

Triggers when a cost is added to a job.

Job Document Added

Triggers when a document is added to a job.

Job Task Added

Triggers when a task is added to a job.

Job Task Completed

Triggers when a job task is completed.

Job Updated

Triggers when a job is updated.

Actions
Create Client

Creates a new client.

Create Cost Admin

Creates a cost in cost admin.

Create Job

Creates a new job.

Create Job Cost

Creates a cost on a job using either the job number or the job uuid.

Create Job Task

Creates a task on a job using either the job number or the job uuid.

Create Lead

Creates a new lead.

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Customer Stories

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Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
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Huynh H
Developer, Multiplier
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.
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Jayesh
Co-Founder, Scrut
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
P
Poorvi
Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
A
Aditya
Product Lead, RazorpayXPayroll
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.
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Microsoft SharePoint + WorkflowMax

Is there a pre-built Microsoft SharePoint + WorkflowMax automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches Microsoft SharePoint and WorkflowMax's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built Microsoft SharePoint or WorkflowMax connector?

No. The Agent works whether or not Microsoft SharePoint or WorkflowMax 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.

Can discussion posts turn into actionable project tasks?

Yes, sharing a new post or update in Microsoft SharePoint can automatically create a corresponding task in WorkflowMax to ensure action items are completed.

How do completed project tasks notify team channels?

When a task is completed in WorkflowMax, an update post can automatically be published to a channel or space in Microsoft SharePoint to keep everyone informed.

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