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Quickly connect Personio to Microsoft SharePoint with a Zapier template.

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Update Microsoft SharePoint list items when employees are updated in Personio
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Personio + Microsoft SharePoint

Update Microsoft SharePoint list items when employees are updated in Personio

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Personio + Microsoft SharePoint

How Zapier works

Zapier makes it easy to integrate Personio with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

Select a trigger from Personio

A trigger is an event that starts your Zap and runs the workflow. For example, with Personio, a trigger could be "New Absence."

A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft SharePoint

An action is what takes place after the automation is triggered. For example, with Microsoft SharePoint, the action could be "Delete List Item."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Personio to Microsoft SharePoint

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Triggers and actions are the main components of every automated workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Personio to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Frequently Asked Questions about Personio + Microsoft SharePoint integrations

New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Personio and Microsoft SharePoint

What triggers are available when integrating Personio with SharePoint?

When integrating Personio with SharePoint, available triggers include new employee entry, updates to employee records, and changes in leave status. These triggers can be set to initiate specific actions within your SharePoint environment, ensuring seamless data flow between the platforms.

Can we automate the sync of employee data from Personio to SharePoint?

Yes, you can automate the sync of employee data from Personio to SharePoint by setting up scheduled workflows. This ensures that any addition or update in Personio is reflected in your SharePoint database without manual intervention.

What actions can be performed in SharePoint using data from Personio?

Using data from Personio, actions that can be performed in SharePoint include creating or updating lists and documents, generating reports based on HR metrics, and updating team boards with current staff availability.

Is it possible to receive notifications on SharePoint when an employee's leave request is approved in Personio?

Yes, it is possible to set up notifications on SharePoint whenever an employee's leave request is approved in Personio. By configuring appropriate triggers and corresponding actions, your team will always stay informed about changes.

How do we handle authentication between Personio and SharePoint for integration purposes?

The integration between Personio and SharePoint for authentication typically involves OAuth2 protocols. It ensures secure exchange of information by requiring both accounts' credentials during the initial setup phase.

Can custom fields from Personio be transferred to our document library in SharePoint?

Yes, custom fields created in Personio can be mapped and transferred to your document library in SharePoint. This allows you to maintain consistency of information across both systems according to your organizational needs.

Are there limitations on the amount of data we can transfer from Personio to SharePoint?

While there aren't explicit limitations imposed by our integration service, performance might vary based on the volume of data being transferred at any given time. It's important to ensure both systems are optimized for large-scale operations if needed.

Connect Personio and Microsoft SharePoint to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Absence
Triggers when a new absence is created.
Trigger
Scheduled
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- Person ID
- Legal Entity ID
Trigger
Scheduled
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New Employee
Triggers when a new employee is created.
Trigger
Scheduled
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New Employment Created
Triggers when one or more Employment details of a Person are created
Trigger
Instant
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Employment Updated
Triggers when one or more Employment details of a Person are updated
Trigger
Instant
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Updated Attendance
Triggers when an attendace record is updated.
Trigger
Scheduled
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- Employee
  Required
- Absence type
  Required
- Start date
  Required
- End date
  Required
- Half-day Off Start Date
  Required
- Half-day Off End Date
  Required
- Comment
- Skip_approval
Action
Write

- File
- File Title
- Category ID
- Comment
Action
Write
- File
- File Title
- Category ID
- Comment
Action
Write
- Employee ID
  Required
Action
Search
- Owner ID
  Required
- Document Name
- Document Type
- Category ID
- Created On or After
- Created Before
Action
Search
- Employee ID
  Required
- Employee
  Required
- Absence type
  Required
- Start date
  Required
- End date
  Required
- Half-day Off Start Date
  Required
- Half-day Off End Date
  Required
- Comment
- Skip_approval
Action
Search or write
- Email
  Required
- File
- File Title
- Category ID
- Comment
Action
Search or write
- Site
Trigger
Scheduled
Try It
- Site
- List
  Required
Trigger
Scheduled
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- Site
- Folder
  Required
Trigger
Scheduled
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- Info
- Site
- Filter
  Required
Trigger
Scheduled
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- Site
- Folder
  Required
- Folder name
  Required
Action
Write
- Site
- Template
- Folder name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- Folder name
  Required
- Overwrite
- File
Action
Write
- Site
- Folder
  Required
- Folder name
  Required
Action
Search

New Attendance
Triggers when an employee or manager logs an attendance record for the day.
Trigger
Scheduled
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- Owner ID
  Required
- Category ID
- Created On or After
- Created Before
Trigger
Scheduled
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Employee Updated
Triggers when an employee is updated.
Trigger
Scheduled
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Employment Terminated
Triggers when an existing employment is terminated.
Trigger
Instant
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New Open Position
Triggers when a new open position is created.
Trigger
Scheduled
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- Job Position
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Gender
- Phone
- Location
- Salary Expectations
- Available From
- Message
- Birthday
- Recruiting Channel ID
- File
- Desired File Name
- File Category
Action
Write
- Project ID
- Employee
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
  Required
- Comment
Action
Write
- Attendance ID
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
  Required
- Comment
Action
Write
- Employee
  Required
- Category ID
- File
- File Title
- Comment
Action
Write
- Employee ID
  Required
- Include Pending
Action
Search
- Email
  Required
Action
Search
- Employee ID
  Required
- Include Pending
- Project ID
- Employee
  Required
- Date
  Required
- Start_time
  Required
- End_time
  Required
- Break
  Required
- Comment
Action
Search or write
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
  Required
- List
  Required
Trigger
Scheduled
Try It
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Site
- List
  Required
Action
Search