Home > AgilePoint and SharePoint Capabilities

SharePoint + AgilePoint

Integrate powerful AgilePoint process automation to push your existing SharePoint workflows and InfoPath forms to the next level.

Maximize the Resilience of Your SharePoint Workflows

Create complex automated SharePoint workflows and content without worrying about endless SharePoint version updates and fixes.

Augment Large Workflows

Eliminate context switching by visually embedding AgilePoint into your existing SharePoint environment.

Create Immersive Experiences

Run all variants of your process automation across multiple platforms in parallel.

Future-Proof Your Assets

Run on any version of SharePoint and upgrade existing InfoPath forms and workflows directly to Microsoft 365.

Simplify Portfolio Management

Streamline the creation and maintenance of content across your organization.

Reform Document Governance

Optimize how your organization handles documents from creation to implementation.

Minimize Development Time

Simplify the creation and optimization of workflows that take advantage of all Microsoft products without code.

Ensure Secure Access Anywhere

Use enterprise-grade credential management controls to access your assets securely.

Support A Remote Team

Leverage your SharePoint automations both on-premise and in the cloud to support teams in your entire organization.

Future-Proof Your SharePoint Investment from Endless Updates

An Everyday Use Case:

An AgilePoint-enabled SharePoint 2010 workflow was made future-proof and inherently enabled to be agentic-ready.

01

Microsoft Update Resilience:

Maintain uninterrupted operations during Microsoft updates without the rebasing, rebuilding, or redeploying typically required by third-party applications.

02

Extensive Process Activities:

Leverage 70+ SharePoint-specific activities (within 120+ total integrations) for lists, documents, and permissions, all through no-code drag-and-drop configuration.

03

Enhanced Forms with SharePoint Data:

Connect SharePoint lists as real-time lookups in AgilePoint forms with automatic data synchronization, even when forms run on third-party systems.

04

Hybrid Platform Support:

AgilePoint's unique architecture allows the same workflows to function seamlessly across both SharePoint on-premises and SharePoint Online environments without duplication, perfect for organizations managing hybrid deployments.

05

Multiple Authentication Providers:

Run multiple authentication systems simultaneously (Oracle, CA, Microsoft), ideal for M&A scenarios without forcing standardization on a single provider.

06

Flexible Data Source Integration:

Use SharePoint as a primary data source for both process and form-based applications while easily connecting to secondary data sources through configurable tokens.

07

Live Process Version Control:

Uniquely migrate or downgrade running processes on-the-fly, upgrade to new versions or roll back if needed while processes remain active.

08

Unified Task Management:

Manage AgilePoint tasks directly within SharePoint, eliminating platform-switching while streamlining workflow management through embedded AgilePoint dashboard.

1. Common Use Cases for SharePoint Automation

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Document Approval Workflows
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Employee Lifecycle Management (Onboarding/Offboarding)
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Purchase Requests & Order Management
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Financial Process Automation & Expense Management
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IT Helpdesk Ticketing
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Policy and Compliance Management
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Project Status Reporting
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Customer Account Management
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Asset Management
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Risk and Issue Tracking

2. See AgilePoint + SharePoint in Action

3. Beyond SharePoint, On the Path to Agentic

When you future-proof SharePoint workflows with AgilePoint, you're also future-proofing your enterprise for the next evolution of business automation.

Our unified platform doesn't just solve today's SharePoint challenges, it positions your workflows as building blocks for intelligent, agentic systems that can autonomously adapt, learn, and optimize business processes across your organization without requiring rebuilds as technology evolves.

Automate SharePoint
Workflows with AgilePoint

Most teams using SharePoint eventually run into the same problem: workflows that look good on paper but fall apart in real use. AgilePoint changes that. You can automate document reviews, feedback loops, and approval chains without dealing with outdated tools like SharePoint Designer or rebuilding everything when Microsoft updates your system.

AgilePoint works across SharePoint Online and on-prem, and the best part? You don’t have to be technical to use it. If you’re stuck working around rigid processes or constantly tweaking things to make them work, AgilePoint gives you a better way to start fresh. It’s a low-code platform that’s simple to pick up and built to work with the systems you already have, no big overhaul needed.

Why Choose AgilePoint for SharePoint Automation?

AgilePoint not only provides for basic task automation, but also supports advanced logic, cross-system orchestration, and smart process design. It is designed for organizations that require more than just checkbox workflows. Whether you’re coordinating multi-stage approvals, triggering dynamic responses, or routing across business units, AgilePoint gives you control without complexity.

You can check on workflows without sending a bunch of emails or waiting for someone in IT to investigate a holdup. The workflow status pages are built-in, so it’s easy to check progress on your own. And if you’re using SharePoint in the cloud, on-prem, or a bit of both, AgilePoint keeps things consistent; you’re not left reconfiguring everything just because your environment changes.

Frequently Asked Questions

What is AgilePoint integration with SharePoint?

AgilePoint’s integration with SharePoint lets you connect workflows directly to lists, libraries, and documents, no coding needed. You get more than just basic automation.Ever feel bogged down by document sorting, task routing, or endless data updates? AgilePoint handles those time-consuming chores right out of the box. It makes the most challenging steps in your process run smoothly, without ever making things feel more complicated.

How does AgilePoint improve SharePoint workflow automation?

Most users will tell you that SharePoint Designer can be clunky, and Power Automate only takes you so far. If you’ve hit those walls, AgilePoint gives you more room to work. It’s low-code and comes with over 70 built-in SharePoint actions, so you can set up approvals, collect feedback, and move documents without overcomplicating things. And with built-in status tracking, it’s easy to see how things are moving without getting IT involved.

Is coding required to use AgilePoint with SharePoint?

No. AgilePoint is a no-code platform. You can move things around, drop in what you need, and the workflow starts to take shape. Most users figure it out on their own without having to wait on a developer every time something changes. And if things do get more complicated, there’s still plenty of flexibility to handle it.

Does AgilePoint support SharePoint Online and on-premises versions?

Yes, AgilePoint works across both SharePoint Online and on-prem environments. You can build workflows that touch both. A lot of teams run a mix, especially during a migration, and AgilePoint works with that. You don’t have to rip anything out or start over. It just keeps your workflows running, no matter where SharePoint lives.

Ready to Reinvent Your SharePoint Experience?

Combine the power of SharePoint and Microsoft Tools with AgilePoint’s digital process automation today!