Stop switching between platforms to find your files.
Keep everything synced automatically.
Save time
No manual file transfers or duplicate uploads.
Stay organised
Automatic folder structure that mirrors your workflow.
Work together
Leverage SharePoint collaboration while managing your workflow in WorkflowMAX.
Stay secure
Enterprise-grade security with SharePoint permissions.
Three simple steps to document syncing
Connect your SharePoint account
Open Integrations in WorkflowMAX settings, select SharePoint, and authenticate with your Microsoft 365 account. Secure OAuth authentication. Less than 3 minutes.
Configure your document library
Choose your SharePoint site, select your document library, and pick a root folder for your documents. Folders are created automatically for your Clients, Jobs, POs, Suppliers, Quotes, and Leads.
Start syncing documents
Upload a file in WorkflowMAX, it appears in SharePoint. Add a file to SharePoint, your team accesses it directly from WorkflowMAX. Bidirectional sync in real-time.
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Who benefits from SharePoint Integration?
Join hundreds of professional services firms streamlining their document workflows with WorkflowMAX integrations.
Professional services firms: Store client contracts, project deliverables, and compliance documents in SharePoint while managing your workflow in WorkflowMAX.
Creative agencies: Manage design files, client briefs, and approval documents across both platforms. Your team gets SharePoint's collaboration tools without leaving their workflow.
Consulting teams: Keep proposals, reports, and project documentation organised with automatic syncing and version control.
Teams already using Microsoft 365: If your business relies on SharePoint for document management, this integration brings your workflows and file storage together seamlessly.
Additional features
