InsertChat + Microsoft SharePoint integrations
Create Microsoft SharePoint text files from new InsertChat knowledge sources
InsertChat captures useful visitor context that should not stay buried in the chat inbox. Once active, this Zapier integration uploads new InsertChat knowledge sources to Microsoft SharePoint as files so the next team can review, route, and act on it in the system they already use.
- When this happens...

Knowledge Source AddedTriggers when an InsertChat knowledge source is created.TriggerPolling - automatically do this!

Create Text FileCreate a new text file with custom content.ActionWrite
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More things you can do with InsertChat and Microsoft SharePoint
Discover other triggers and actions you can use with InsertChat and Microsoft SharePoint
Updated AgentTriggers when an InsertChat agent is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- AgentRequired
- File URLRequired
- FilenameRequired
- Language
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- URLRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FeedbackRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LabelRequired
- PurposeRequired
- System PromptRequired
- Model
- Website
- Auto Setup Website
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- Chat
- Message UID
- User Message
- AI MessageRequired
- SentimentRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- Chat
- SubjectRequired
- DescriptionRequired
- StatusRequired
- PriorityRequired
- SourceRequired
- Requester Email
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Knowledge SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
- AgentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- LabelRequired
- VoiceRequired
- Purpose
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChatRequired
- Agent
- Model
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
- AgentRequired
- Subject
- Description
- Status
- Priority
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search
- Agent
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search
- Agent
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search
- AgentRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Source SiteRequired
- Source Document LibraryRequired
- File or Folder IDRequired
- Destination SiteRequired
- Destination Document LibraryRequired
- Destination Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site
- List NameRequired
- Description
- List Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- TitleRequired
- URL Name
- Description
- Page Layout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File or Folder to ShareRequired
- Permission
- Who Can Access
- Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- Document LibraryRequired
- Folder
- File or Folder IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- Document LibraryRequired
- ItemRequired
- Folder
- New name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File or FolderRequired
- Email Address
- Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- ListRequired
- List Item IDRequired
- ETag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- ListRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Monitor URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- SiteRequired
- Document LibraryRequired
- FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SiteRequired
- ListRequired
- List Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Site
ActionThis is an event a Zap performs.SearchFind existing data in your app
New AgentTriggers when an InsertChat agent is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- AgentRequired
- TextRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- ChatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- TicketRequired
- AgentRequired
- StatusRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- ModelRequired
- Label
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- Chat
- Email
- Phone
- First Name
- Last Name
- Company
- Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- FeedbackRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Knowledge SourceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- Chat
- Input TextRequired
- Thinking Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- AgentRequired
- ModelRequired
- Thinking Level
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- LeadRequired
- Agent
- Email
- Phone
- First Name
- Last Name
- Company
- Message
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Search
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search
- Agent
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search
- Agent
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search
ActionThis is an event a Zap performs.SearchFind existing data in your app- Site
- Document Library
- Folder
- Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File or FolderRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Folder
- File nameRequired
- Text contentRequired
- If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- Site
- ListRequired
- List Item IDRequired
- ETag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- Document LibraryRequired
- Folder
- FileRequired
- Export formatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File to ReplaceRequired
- FileRequired
- New Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site
- Document Library
- Folder
- FileRequired
- File name
- If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- Site
- Document Library
- Search For
- Match By
- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- Site
- Document Library
- File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SiteRequired
- Document LibraryRequired
- File or FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SiteRequired
- Page IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
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