WorkflowMax + Microsoft SharePoint Integrations
Put WorkflowMax + Microsoft SharePoint to work with AI and enterprise-grade automation
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Workflows you can build between WorkflowMax and Microsoft SharePoint
See the kind of workflows teams build with WorkflowMax and Microsoft SharePoint below — describe the exact one you want above and the Agent builds it on demand.
WorkflowMax + Microsoft SharePoint
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.
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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.
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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.
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Browse the full workflow library →
Looking to achieve something else with WorkflowMax 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 WorkflowMax and Microsoft SharePoint
Everything WorkflowMax and Microsoft SharePoint can do inside a workflow — the triggers that start one and the actions that run when it fires.
WorkflowMax Explore WorkflowMax →
A project management software tool that handles job costing, time tracking, invoicing, and reporting for service businesses.
TriggersTriggers when a job category is created in job settings.
Triggers when a cost is added to a job.
Triggers when a document is added to a job.
Triggers when a task is added to a job.
Triggers when a job task is completed.
Triggers when a job is updated.
Creates a new client.
Creates a cost in cost admin.
Creates a new job.
Creates a cost on a job using either the job number or the job uuid.
Creates a task on a job using either the job number or the job uuid.
Creates a new lead.
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.
Other Project Management apps on Knit
Explore more Project Management integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
10,000ft
A high-level resource management and project planning software designed to help businesses manage team capacity and project forecasts.
ActiveCollab
A project management and collaboration software that helps teams organize work tasks, track time, and invoice client work.
Acute
Acute is a product feedback management software that allows SaaS teams to collect feature requests, prioritize roadmaps, and engage users.
adam.ai
A meeting intelligence platform that helps teams organize meeting agendas, record key decisions, and manage actionable project tasks.
Agiled
An all-in-one business management platform offering project planning, client management, invoicing, time tracking, and HR management.
Aha!
A product roadmap and strategic planning software that helps product teams outline strategy, capture ideas, and manage feature releases.
airfocus
airfocus is product strategy and project management software that helps teams prioritize tasks and build visual product roadmaps.
Aisle Planner
Aisle Planner is an event management and design suite built specifically for wedding coordinators and event planning professionals.
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.
Beekeeper
Beekeeper is a team collaboration and mobile communication platform designed to connect frontline employees with operational news and workplace tools.
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.
Bonusly
An employee recognition and rewards platform that enables peers to celebrate achievements and exchange praise.
Brief
Brief is a productivity and team collaboration tool combining group messaging, video calling, task management, and file sharing.
Chatter
An enterprise social network built into Salesforce for internal team messaging, file sharing, and project updates.
Clinked
Clinked is a cloud-based client portal and collaboration platform for sharing files, managing projects, and communicating with clients.
Confluence Cloud
A cloud-hosted wiki and documentation workspace designed for teams to create, collaborate on, and store project knowledge.
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 WorkflowMax + Microsoft SharePoint
Is there a pre-built WorkflowMax + Microsoft SharePoint automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches WorkflowMax and Microsoft SharePoint's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built WorkflowMax or Microsoft SharePoint connector?
No. The Agent works whether or not WorkflowMax 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.
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.