We're thrilled to announce that REFRACT PDF now integrates natively with SharePoint Online — no extra Power Automate steps, no custom connectors, no SharePoint API credential management on your end.
What's New
Starting today you can configure a SharePoint Delivery Target directly inside the REFRACT PDF portal. Once configured, every PDF generated using that template is automatically deposited into your chosen document library with the file name and folder path you specify.
How It Works
- Connect your tenant — Grant REFRACT PDF the
Sites.Selectedpermission via an admin-consent URL. REFRACT PDF only gets access to the specific site you choose. - Configure Delivery — In the template settings, set
deliveryTargettosharepointand fill in your site URL, library, and path template. - Generate as normal — Your Power Automate flow calls REFRACT PDF exactly as before. The PDF lands in SharePoint and the API returns the SharePoint item URL in the response.
{
"deliveryTarget": {
"type": "sharepoint",
"siteUrl": "https://contoso.sharepoint.com/sites/Finance",
"library": "Invoices",
"path": "{{year}}/{{month}}/Invoice_{{order.number}}.pdf"
}
}
↳A complete section blueprint: heading, paragraph, important note, and a two-column signature block — four blocks, enough for a fully rendered document section.
Why This Matters
Previously, teams needed a three-step flow: call REFRACT PDF, receive base64 PDF, upload to SharePoint. The upload step alone added latency and required storing temporary data in flow variables.
With native delivery:
- Reduced flow complexity — Remove the SharePoint upload step entirely
- Better performance — Server-to-server transfer is faster than routing base64 through Power Automate
- Consistent naming — Path templates are evaluated server-side against the same payload data used for the PDF, so file names always match document content
- Audit trail included — Every delivery is logged in the REFRACT PDF audit table with the SharePoint item URL
Getting Started
The SharePoint integration is available on the Professional and Enterprise plans. Head to your dashboard, open any template's settings, and look for the new Delivery tab.
Read the full setup guide in the SharePoint Storage Architecture docs.