SharePoint integration
Connect SharePoint so documents your team stores in SharePoint can be imported into Joymore transaction files and go through compliance review like any other document.
What Joymore does
Brokerages on Microsoft 365 often keep transaction documents in SharePoint sites and libraries. Joymore can import documents straight from SharePoint into transaction files, where they go through compliance review like any other document. Clean files clear, and the exceptions that need judgment go to your team.
Once SharePoint is connected, Joymore automations can react to new files and new or updated list items, and run SharePoint actions, like uploading a file or updating a list item. Joy can also work in SharePoint when someone on your team asks her to.
What you can do
- Import new documents for review. When a new file is created in SharePoint, an automation can import it into Joymore, where it goes through compliance review like any other document.
- Store copies where your team works. An automation can upload files to a SharePoint folder you choose, so transaction documents also sit where your team already looks.
- Keep a tracking list current. Automations can create or update SharePoint list items, and react when a list item is added or updated.
- Find a file on request. Joy can search SharePoint sites and files when someone on your team asks her to, for example to locate a document for a transaction.
Available once connected
What automations can use in SharePoint.
Events Joymore can react to
- File Updated or Deleted (Instant)
- New File Created
- New Folder Created
- New List Item
- Updated List Item
Actions Joymore can run
- Create Folder
- Create Item
- Create Link
- Create List
- Download File
- Download Files
- Find File by Name
- Find Files in List with Metadata
- Get Current User
- Get Excel Table
- Get File by ID
- Get File Contents
- Get Site
- List Drives
- List Files in Folder
- List Items
- List Lists
- List Sites
- and 7 more
Joymore is transaction management software for real estate brokerages. It reads every file on arrival and runs compliance review with no work required from agents.
SharePoint and Joymore questions
How do I connect SharePoint to Joymore?
Sign in to Joymore, open Settings, and connect your SharePoint account. You can connect it for your whole brokerage or for a single user.
Do agents have to change how they use SharePoint?
No. Your team keeps storing documents in SharePoint as it does today, with no extra steps for agents.
Does Joymore review documents imported from SharePoint?
Yes. Documents imported from SharePoint go through compliance review like any other document. Clean files clear, and the exceptions that need judgment go to your team.
What can automations react to in SharePoint?
New files, new folders, files that are updated or deleted, and new or updated list items.
