Connect Financial Cents and Microsoft SharePoint to unlock the power of automation

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Quickly connect Financial Cents to Microsoft SharePoint with a Zapier template.

Our most popular template

Create folders in Microsoft Sharepoint for new clients created in Financial Cents
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Financial Cents + Microsoft SharePoint
Create new Microsoft SharePoint folders for new clients in Financial Cents
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Financial Cents + Microsoft SharePoint

Create folders in Microsoft Sharepoint for new clients created in Financial Cents

Details

Try it

Financial Cents + Microsoft SharePoint

Create new Microsoft SharePoint folders for new clients in Financial Cents

Details

Try it

Financial Cents + Microsoft SharePoint

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Financial Cents with Microsoft SharePoint - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Client" from Financial Cents.

Add your action

An action happens after the trigger—such as "Delete List Item" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects Financial Cents and Microsoft SharePoint, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Client
Triggers when a new client is created.
Trigger
Instant
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- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Write
- Template
  Required
- Client ID
  Required
- Zapier Date
Action
Write
- Contact Name
  Required
Action
Search
- Title
  Required
Action
Search

- Contact Name
  Required
- Client ID
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write
- Site
Trigger
Polling
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- Site
- List
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Info
- Site
- Filter
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
- Contact Name
  Required
Action
Write
- Site
- Template
- Contact Name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- Contact Name
  Required
- Overwrite
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Contact Name
  Required
Action
Search

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
- Client ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact ID
  Required
- Contact Name
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Write
- Contact Name
  Required
Action
Search
- Contact Name
  Required
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Id
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- List
  Required
Action
Search

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Connect Financial Cents and Microsoft SharePoint to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Financial Cents to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

Learn moreLearn moreHelpHelp

Related categories

Project Management

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

HelpHelp

Related categories

Microsoft Team Collaboration

Connect Financial Cents and Microsoft SharePoint to unlock the power of automation

Set up your first integration

Create folders in Microsoft Sharepoint for new clients created in Financial Cents

Create new Microsoft SharePoint folders for new clients in Financial Cents

Create folders in Microsoft Sharepoint for new clients created in Financial Cents

Create new Microsoft SharePoint folders for new clients in Financial Cents

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Financial Cents and Microsoft SharePoint to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Financial Cents to Microsoft SharePoint on the world's largest no-code automation platform