SharePoint Workflow Automation | AgilePoint & SharePoint Integration

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

Document Approval Workflows

Employee Lifecycle Management (Onboarding/Offboarding)

Purchase Requests & Order Management

Financial Process Automation & Expense Management

IT Helpdesk Ticketing

Policy and Compliance Management

Project Status Reporting

Customer Account Management

Asset Management

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.

Maximize the Resilience of Your SharePoint Workflows

Augment Large Workflows

Create Immersive Experiences

Future-Proof Your Assets

Simplify Portfolio Management

Reform Document Governance

Minimize Development Time

Ensure Secure Access Anywhere

Support A Remote Team

Future-Proof Your SharePoint Investment from Endless Updates

An Everyday Use Case:

01

Microsoft Update Resilience:

02

Extensive Process Activities:

03

Enhanced Forms with SharePoint Data:

04

Hybrid Platform Support:

05

Multiple Authentication Providers:

06

Flexible Data Source Integration:

07

Live Process Version Control:

08

Unified Task Management:

1. Common Use Cases for SharePoint Automation

2. See AgilePoint + SharePoint in Action

3. Beyond SharePoint, On the Path to Agentic

Webinar On-Demand

Future-Proof Your SharePoint Workflows Before the 2026 Deadline

Accelerated Migration with GenAI

Expedite Your Move to AgilePoint's Future-Proof Platform

Ready to Reinvent Your SharePoint Experience?

SharePoint + AgilePoint

Maximize the Resilience of Your SharePoint Workflows

Augment Large Workflows

Create Immersive Experiences

Future-Proof Your Assets

Simplify Portfolio Management

Reform Document Governance

Minimize Development Time

Ensure Secure Access Anywhere

Support A Remote Team

Future-Proof Your SharePoint Investment from Endless Updates

An Everyday Use Case:

01

Microsoft Update Resilience:

02

Extensive Process Activities:

03

Enhanced Forms with SharePoint Data:

04

Hybrid Platform Support:

05

Multiple Authentication Providers:

06

Flexible Data Source Integration:

07

Live Process Version Control:

08

Unified Task Management:

1. Common Use Cases for SharePoint Automation

2. See AgilePoint + SharePoint in Action

3. Beyond SharePoint, On the Path to Agentic

Webinar On-Demand

Future-Proof Your SharePoint Workflows Before the 2026 Deadline

Accelerated Migration with GenAI

Expedite Your Move to AgilePoint's Future-Proof Platform

Ready to Reinvent Your SharePoint Experience?