SharePoint integration for Creatio

SharePoint integration for Creatio is designed to facilitate the upload, download and deletion of files directly from Creatio UI.

Use cases:

The connector can be used by organizations that use/ intend to use SharePoint Office 365 as a Document Repository for Creatio.

Key features:

• Configure OOTB and custom sections to integrate with SharePoint.
• Configure directories and sub-directories for each section.
• Create directories to which files uploaded from ‘Attachments Detail’ in each section must be sent via REST API.
• Upload files to specific folders in SharePoint Document Repository through Creatio via SharePoint REST API.
• Download files from folders from the Document Repository via SharePoint REST API.
• Delete an existing file from a folder in SharePoint via REST API.
• Email files after fetching from SharePoint.
• View where the attachment is stored currently (SharePoint or Creatio database).

Notes:

1. The SharePoint plugin leverages the SharePoint Add-in model, which uses the https://accounts.accesscontrol.windows.net hostname to authenticate and subsequently use REST APIs with bearer tokens to perform Folder Creation, File Upload, Download, and Delete operations.
2. The connector supports SharePoint 2013/2016/2019/Online versions.
3. The connector requires an active SharePoint Subscription.