It integrates all channels through which customers reach out to your business, such as email, phone, chat, messenger, and social media, and records client communication as tickets to be resolved. Select Link your account to connect Sharepoint and enter username and password in pop-up window.Zendesk is an omnichannel customer service solution that's easy to use and scale. Use Application ID from Step 13 as Client ID and Client Secret from Step 12 as Client Secret

Go to App Connections tab -> Create a new connection -> select the Sharepoint ConnectorĮnter the required fields. Login to Workato to create SharePoint connection. Once you have the client ID and client secret saved somewhere, you can now create a connection to your Sharepoint Online environment in ACC Connect. # Configure SharePoint connection in Workato Once the secret has been generated, click the Copy to clipboard icon and save the client secret somewhere secure.Ĭlick back to the Overview screen and copy the Application (client) ID value. Click Save.Ĭlick API Permissions on the left hand menu and then click Add a permissionĮxpand AllSites and select AllSites.Write then click Add permission.įrom the left hand menu, select Certificates & secrets, then click New client secret under Client secrets.Įnter a description for the client secret and select the Expires value then click Add. Under Redirect URIs, add a new URI: (opens new window). If you have not added a Workato redirect URI in the previous step, select the Overview for the newly created app registration, click the link beside Redirect URIs. Give a unique name for the application, select the Application type as Web, redirect URL as, select an Account type, then select Register. Select Azure Active Directory -> App Registrations -> New Application Registration # How to connect to SharePoint on Workato # Register Workato app in SharePoint The SharePoint connector uses SharePoint REST API (opens new window). Workato's SharePoint connector enables you to build even more integrations and automations around Sharepoint and other third-party applications. SharePoint (opens new window) is a web-based collaboration, document management and storage system integrated with Microsoft Office.

Workfront sharepoint integration