David Simpson Apps

Microsoft 365 SharePoint integration for monday.com vs Zapier (2026)

Microsoft 365 SharePoint app for monday.com vs Zapier: feature matrix, pricing, and a clear verdict for teams choosing between them.
Microsoft 365 SharePoint integration for monday.com vs Zapier (2026)

Microsoft 365 SharePoint integration for monday.com

Access, edit and automate your SharePoint files from inside monday.com. Free for up to 2 seats.

Try it free

Disclosure: this comparison is written by David Simpson Apps, developer of the Microsoft 365 SharePoint integration for monday.com.

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/monthVaries 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 timeMinutes (OAuth)Hours (Zap builder)
Pricing modelPer seat, predictablePer task, variable
monday.com Partner of the Year✅ 2025
Installs (monday marketplace)✅ 25,000+
Works in monday.com mobile apps✅ iOS & Android
Sidekick AI Skills
Multi-step Workflows (enterprise/pro)

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 — unlike Zapier, it adds SharePoint directly inside monday.com rather than connecting the two platforms through an external automation layer. Browse SharePoint files in item sidebars, generate Word and PDF documents from board data in one click, and display live Excel charts in dashboards — all without leaving monday.com. 40,000+ marketplace installs; built by David Simpson Apps, monday.com's Community Partner of the Year 2025, whose enterprise clients include AT&T, IBM, and Netflix. Full feature list →

Hosted on monday.com's SOC 2 Type II, ISO 27001, GDPR, and HIPAA certified infrastructure — your file content is handled exclusively within monday.com and Microsoft infrastructure, never passing through external servers, and often flowing directly from Microsoft to your browser.

Requires Microsoft 365 Business, Enterprise, or Education.

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 (or both in a single action), HTML emails, and Excel spreadsheets from monday.com item data using SharePoint-hosted templates. Generated files are saved to any SharePoint subfolder. 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

SeatsMonthly
Free (up to 2)$0
Teams (up to 5–100)$10 – $120
Enterprise (200–1,000+)$200 – $1,400

All paid plans include unlimited automations. Full seat-by-seat pricing →

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 runsTasks consumed (3-step Zap)Estimated cost
100 runs300 tasksFree tier
500 runs1,500 tasksPaid tier required
2,000 runs6,000 tasksMid-tier
10,000 runs30,000 tasksHigher 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 Microsoft 365 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 about the Microsoft 365 integration for monday.com

"Love this app. It has saved us so much manual input. I would highly recommend this app for anyone who uses SharePoint for file storage." – Steve Estabrooks, Managing Director, Byond Group

 

When to choose the Microsoft 365 integration for monday.com

Choose the Microsoft 365 SharePoint integration by David Simpson Apps 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 team works on mobile – the integration works on iOS and Android monday.com apps
  • You want AI assistance with your Microsoft 365 content – Sidekick AI Skills let you query Excel, Word, and Outlook content from monday.com boards
  • 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
  • You need enterprise/pro Workflows – authenticate as multiple Microsoft 365 users within the same monday.com account, and run any trigger with any action (not fixed recipe pairs)

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

  1. Find the app in the monday.com Marketplace
  2. Click Install
  3. Authorise with your Microsoft 365 account (OAuth – no passwords shared)
  4. Add the Microsoft 365 column or widget to your board
  5. Done – SharePoint files appear inside monday.com

Typical setup time: Under 5 minutes.

Zapier

  1. Create a Zapier account
  2. Choose monday.com as trigger app, authorise
  3. Choose SharePoint as action app, authorise
  4. Select trigger event (e.g., "New Item in Board")
  5. Map monday.com fields to SharePoint fields
  6. Test the Zap
  7. 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.

Try for free → Book a demo →

 

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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.