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SharePoint Automatic Folder Creation

How NextStage automatically creates a matching SharePoint folder structure when a new opportunity is created, including setup, permissions, and troubleshooting.

Written by Matt Miller

Overview

Once enabled, NextStage creates a matching folder in a designated SharePoint site the moment a new opportunity record is saved, and automatically links that folder to the opportunity's Documents tab.

This feature builds on the existing SharePoint Integration. NextStage still does not store or synchronize file contents; it only creates the folder structure and stores the resulting Site ID and folder path against the opportunity, the same way manually linked folders are stored today.

Prerequisites

  • The SharePoint Integration must already be connected for your workspace.

  • A NextStage Admin role, to configure the feature under Admin > Integrations.

  • A SharePoint site (and, if applicable, a specific document library) designated as the parent location where new opportunity folders should be created.

  • Write access for the NextStage application to that site. Folder creation is a write operation, so Sites.Selected connections must be granted the Write role (not Read) for the target site. See Sharepoint Sites.Selected Permissions if your workspace restricts NextStage to specific sites.

Setup

  1. Log in to NextStage as an Admin and go to Admin > Integrations.

  2. Open the Microsoft SharePoint integration panel.

  3. Turn on Automatically create SharePoint folder for new opportunities.

  1. Select the parent SharePoint site and library where new opportunity folders should be created. This must be a site NextStage already has access to (see Prerequisites).

  2. Save your changes.

What Happens When a New Opportunity Is Created

  • When a user creates a new opportunity in Pipeline, NextStage automatically creates a new folder under the configured parent site/library. Folders will be created under a parent folder with the Pipeline Name and Pipeline ID. (ex: Main Pipeline_57)

  • Opportunity folders will be their nextstage ID (ex: nextstage_295585)

  • The new folder is automatically linked to the opportunity's Documents tab, the same as if a user had manually linked a SharePoint folder. No manual linking step is required.

  • Folder permissions inherit from the parent site/library. Access is still governed entirely by SharePoint's native permissions, as described in the SharePoint Integration article.

  • Only new opportunities trigger automatic folder creation. Existing opportunities created before this feature was enabled are not retroactively given a new folder; they must continue to be linked manually if needed.

For IT / SharePoint Administrators

  1. Confirm the NextStage Azure AD application already has access to the tenant, per the SharePoint Integration setup.

  2. If your tenant enforces Sites.Selected, grant the NextStage app Write (not Read) on the parent site that will hold new opportunity folders. Use the PowerShell or Graph API steps in Sites.Selected - PowerShell Instructions:

    Grant-PnPAzureADAppSitePermission `
      -AppId "<app-client-id>" `
      -DisplayName "<app-name>" `
      -Site "https://<tenant>.sharepoint.com/sites/<siteName>" `
      -Permissions Write

  3. If your tenant instead uses the broader Sites.ReadWriteAll scope, no per-site grant is needed; the app already has write access across the tenant.

  4. Add the parent site to Admin > Integrations > SharePoint in NextStage so it appears as a selectable option when configuring automatic folder creation (see Step 4 of Setup above).

Troubleshooting

  • No folder appears after creating an opportunity: confirm the feature toggle is on and a parent site is selected in Admin > Integrations. If using Sites.Selected, confirm the app was granted Write, not just Read, on that site.

  • Folder is created but the Documents tab shows no link: disable and re-enable the feature, or manually link the folder from the opportunity's Documents tab as a fallback.

  • Users can't see the new folder's contents: this is expected if they don't already have SharePoint permission to the parent site/library. NextStage does not grant SharePoint access; add the user to the site in SharePoint directly.

  • Subfolders aren't being created: confirm a subfolder template is configured in Admin > Integrations; without one, only the top-level opportunity folder is created.

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