Quick verdict: The Microsoft 365 integration for monday.com, by David Simpson Apps lives inside monday.com — files, documents, and Excel data are embedded directly in your boards. Zapier sits outside monday.com and moves data between it and SharePoint via triggers and actions. They solve different problems. If you spend your day in monday.com, the native app will save more time. If you're connecting monday.com to five other tools in one workflow, Zapier earns its place.
At a Glance
| Microsoft 365 integration for monday.com | Zapier | |
|---|---|---|
| Lives inside monday.com | ✅ Native marketplace app | ❌ External platform |
| Free tier | ✅ Up to 2 seats | ✅ 100 tasks/month |
| Paid plans from | $10/month | Varies by task volume |
| SharePoint file browser in monday | ✅ | ❌ |
| Embed Excel charts in dashboards | ✅ | ❌ |
| Generate Word/PDF/HTML from monday data | ✅ | ❌ |
| Trigger-based automation | ✅ | ✅ |
| Connect monday to 7,000+ other apps | ❌ | ✅ |
| GDPR compliant | ✅ | ✅ |
| HIPAA compliant | ✅ | ❌ (Business+ only) |
| Hosted by monday.com | ✅ | ❌ Zapier servers |
| Setup time | Minutes (OAuth) | Hours (Zap builder) |
| Pricing model | Per seat, predictable | Per task, variable |
| monday.com Partner of the Year | ✅ 2025 | — |
Pricing as of May 2026. Verify current Zapier task-based pricing at zapier.com/pricing.
What Each Tool Actually Does
Microsoft 365 SharePoint Integration for monday.com
The Microsoft 365 integration for monday.com is a native monday.com marketplace app built by David Simpson Apps. It installs directly into your monday.com account and adds Microsoft 365 capabilities inside your boards and dashboards — you never leave monday.com to access your SharePoint files.
What it does:
- Browse and embed SharePoint files and folders directly inside monday.com item views. Click a file, edit it in Office Online, save — all without switching tabs.
- Generate documents from monday.com data — create Word documents, PDFs, HTML emails, and Excel spreadsheets templated from monday.com column values. One click turns a project board into a branded proposal.
- Embed live Excel charts and cells into monday.com dashboards. Your finance team's Excel model displays as a live widget alongside your project boards.
- Import and export Excel spreadsheets to and from monday.com with column mapping.
- Automate SharePoint workflows triggered by monday.com events — folder creation, file organisation, document generation — without writing a single line of code.
Used by 40 million+ users across 240 countries, including NBCUniversal, AT&T, IBM, and Roche. Hosted by monday.com's own infrastructure. SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified.
Zapier
Zapier is a general-purpose automation platform that connects 7,000+ apps via trigger-action workflows called Zaps. For monday.com + SharePoint, Zapier can watch for events on one platform and perform actions on the other.
What it does between monday.com and SharePoint:
- Create SharePoint folders when new monday.com items appear
- Upload SharePoint files to monday.com columns
- Create SharePoint list items from monday.com board entries
- Update SharePoint records when monday.com column values change
- Create monday.com items from new SharePoint list items
Key limitation: Zapier's monday.com ↔ SharePoint integration currently supports one-way syncing from monday.com to SharePoint. Two-way sync and advanced custom scripting are not supported within the integration.
Zapier workflows run on Zapier's own servers. You build them in Zapier's UI, not inside monday.com. Each automation consumes "tasks" — one task per action step per Zap run — which directly affects your monthly cost.
Feature Comparison: Where Each Tool Wins
Embedded monday.com experience
Winner: Microsoft 365 integration for monday.com
The Microsoft 365 integration for monday.com is designed to feel like a native part of monday.com. SharePoint files appear in item sidebars. Excel charts render inside dashboards. Document generation runs as a monday.com column action. Your team never needs to know a separate app is involved.
Zapier, by design, operates as a background service. It moves data between platforms but does not add new capabilities to the monday.com interface itself. A monday.com user will not see Zapier; they'll only see its effects.
If your team's primary environment is monday.com and you want Microsoft 365 data visible within that environment, the native app is the right choice.
Automation flexibility
Winner: Zapier (for multi-tool workflows)
Zapier connects 7,000+ apps. If your workflow involves monday.com, SharePoint, Salesforce, Slack, and a Google Sheet in a single automation chain, Zapier handles that. The Microsoft 365 app works within monday.com and Microsoft 365 — it is not a general-purpose automation platform.
If your automation is specifically monday.com ↔ Microsoft 365 with no other tools involved, the Microsoft 365 integration for monday.com's built-in automations handle it natively. If you need monday.com connected to five other systems simultaneously, Zapier (or Make) is the better fit.
Document generation
Winner: Microsoft 365 integration for monday.com (Zapier cannot do this)
The Microsoft 365 integration for monday.com generates formatted Word documents, PDFs, HTML emails, and Excel spreadsheets from monday.com item data using templates. A project manager can turn a monday.com project board into a client-ready PDF report in one click.
Zapier has no document generation capability. It can move a file from one location to another, but it cannot create a new Word document populated with monday.com column values.
Pricing predictability
Winner: Microsoft 365 app
The Microsoft 365 app charges per seat per month. A 20-person team pays $40/month, always. No surprises.
Zapier charges per task — one action step in one Zap run is one task. A workflow that creates a SharePoint folder, uploads a file, and sends a notification consumes 3 tasks per run. Run it 1,000 times a month and you've used 3,000 tasks. For high-volume teams, task-based pricing can scale unexpectedly.
For teams with predictable seat counts and frequent monday.com activity, per-seat pricing is easier to budget.
Pricing comparison
Microsoft 365 Integration for monday.com
| Seats | Monthly | Annual |
|---|---|---|
| Up to 2 | $0 | $0 |
| Up to 5 | $10 | $108 |
| Up to 10 | $20 | $216 |
| Up to 20 | $40 | $432 |
| Up to 50 | $80 | $864 |
| Up to 100 | $120 | $1,296 |
| Up to 200 | $200 | $2,160 |
| Up to 400 | $400 | $4,320 |
| Up to 600 | $600 | $6,480 |
| Up to 800 | $800 | $8,640 |
| Up to 1,000 | $1,000 | $10,800 |
| 1,000+ | $1,400 | $15,120 |
All paid plans include unlimited automations.
Zapier
Zapier uses task-based pricing. The free plan includes 100 tasks/month. Paid plans vary by task volume — see zapier.com/pricing for current rates.
Estimated monthly cost by team activity (Zapier):
| Monthly Zap runs | Tasks consumed (3-step Zap) | Estimated cost |
|---|---|---|
| 100 runs | 300 tasks | Free tier |
| 500 runs | 1,500 tasks | Paid tier required |
| 2,000 runs | 6,000 tasks | Mid-tier |
| 10,000 runs | 30,000 tasks | Higher tier |
These are estimates. Actual cost depends on Zap complexity (steps per Zap) and run frequency. Task-based pricing can be difficult to predict for high-volume teams.
Bottom line on pricing: For teams of 5–100 where the primary need is Microsoft 365 integration inside monday.com, the DSApps app is almost always cheaper. For teams already paying for Zapier to connect many tools, adding the monday.com ↔ SharePoint automation may cost little incremental.
What customers say bbout the Microsoft 365 integration for monday.com
"50% reduction in administrative workload." — Christopher Thompson, Managing Director, Chadley Group
"Ease of implementation and responsive service from the David Simpson Apps team made this a seamless addition to our environment." — Katherine Ferranti-Cholich, NBCUniversal
"It has created a significant improvement in information management." — Gilles Fischer, IT Director, HaCo-MPU
When to choose the Microsoft 365 integration for monday.com
Choose the DSApps Microsoft 365 SharePoint integration for monday.com if:
- Your team works inside monday.com and wants Microsoft 365 files visible without switching apps
- You generate documents — proposals, reports, emails, invoices — from monday.com data
- You use Excel for reporting and want charts or data embedded in monday.com dashboards
- Your organisation has compliance requirements (SOC 2, ISO 27001, HIPAA, GDPR) and needs certified infrastructure
- You want predictable pricing that doesn't vary with automation volume
- You're a monday.com-first organisation looking to deepen the platform rather than connect it to external systems
When Zapier may fit better
Zapier is worth considering if:
- You need monday.com connected to many tools — Salesforce, HubSpot, Slack, Google Sheets, and SharePoint in one chain
- You already pay for Zapier and have available tasks to use for monday.com ↔ SharePoint workflows
- Your automation is simple and low-volume — a handful of Zaps running occasionally
- You do not need files embedded in monday.com — you just need data moved between platforms
Quick comparison: Setup experience
Microsoft 365 integration for monday.com
- Find the app in the monday.com Marketplace
- Click Install
- Authorise with your Microsoft 365 account (OAuth — no passwords shared)
- Add the Microsoft 365 column or widget to your board
- Done — SharePoint files appear inside monday.com
Typical setup time: Under 5 minutes.
Zapier
- Create a Zapier account
- Choose monday.com as trigger app, authorise
- Choose SharePoint as action app, authorise
- Select trigger event (e.g., "New Item in Board")
- Map monday.com fields to SharePoint fields
- Test the Zap
- Turn on — repeat for each automation needed
Typical setup time per Zap: 30–60 minutes. Complex multi-step Zaps take longer. Each new workflow requires a new Zap.
The verdict
For teams that live in monday.com and work daily with Microsoft 365 files, the Microsoft 365 integration for monday.com is the stronger choice. It adds capabilities to monday.com rather than connecting it to an external service. Document generation, Excel embedding, and bidirectional file access are not available through Zapier at any price.
Zapier is the right choice when the monday.com ↔ SharePoint automation is one piece of a larger multi-tool workflow — particularly if you're already a Zapier subscriber.
The two tools are complementary, not mutually exclusive. Some teams use both: the Microsoft 365 integration for monday.com for the "in-monday.com file experience", and Zapier to connect monday.com to their CRM or support ticketing system in the same workflow.
Try the Microsoft 365 integration for monday.com free
The Microsoft 365 SharePoint integration for monday.com includes a free plan for teams up to 2 seats — no credit card required.
Related comparisons
- Best Microsoft 365 Integrations for monday.com in 2026
- Microsoft 365 integration for monday.com vs Power Automate
- All monday.com apps by David Simpson Apps
David Simpson Apps is the publisher of the Microsoft 365 SharePoint integration for monday.com. This comparison is written from our perspective as the app developer. Zapier feature information sourced from zapier.com. Pricing verified May 2026 — check each vendor's website for current rates.