Anchor + Microsoft SharePoint

Anchor + Microsoft SharePoint integrations

Create list items in Microsoft SharePoint for every new proposal sent in Anchor

When a proposal is sent through your Anchor app, streamline your workflow by instantly creating a list item in Microsoft SharePoint. This efficient automation keeps your SharePoint lists in line with professional activities, reducing the time spent on manual updates. Boost productivity and keep your team informed about all sent proposals with real-time updates.

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ActionWrite

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More things you can do with Anchor and Microsoft SharePoint

Discover other triggers and actions you can use with Anchor and Microsoft SharePoint

Agreement Amended
Triggers when an agreement is amended.
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Instant
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Agreement Terminated
Triggers when an agreement is terminated.
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Instant
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Invoice Payment Collected
Triggers when payment for an invoice is collected (Anchor received the funds, before settlement).
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Instant
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Invoice Payment Failed
Triggers when payment for an invoice fails. Failure details are at detailedStatus.paymentFailed.
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Instant
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Invoice Payment Partially Refunded
Triggers when an invoice payment is partially refunded.
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Instant
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Invoice Payment Refund Failed
Triggers when refunding an invoice payment fails. Failure details are at detailedStatus.refundFailed (no message field by design).
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Instant
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New Invoice Issued
Triggers when a new invoice is issued.
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Instant
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Payout Deleted
Triggers when a payout is deleted.
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Instant
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Payout Paid
Triggers when funds are paid out to your bank.
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Instant
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Proposal Expired
Triggers when a proposal expires before being approved.
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Instant
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Proposal Reviewed
Triggers when a proposal is reviewed by the client.
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Instant
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- Agreement ID
  Required
- Credit Amount
  Required
- Service Template
  Required
- Note
Action
Write
- Proposal Template
  Required
- Contact ID
- Metadata
Action
Write
- Agreement ID
  Required
Action
Search
- Invoice ID
  Required
Action
Search
- Proposal ID
  Required
Action
Search
- Limit
Action
Search
- Limit
Action
Search
- Site
- Document Library
- Folder
Trigger
Polling
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- Site
Trigger
Polling
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- Site
- Document Library
- Folder
Trigger
Polling
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- Site
  Required
Trigger
Polling
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- Site
- Document Library
- Folder
- Folder Name
  Required
Action
Write
- Site
  Required
- List
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Recipients
  Required
- Permission Level
  Required
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
Action
Write
- Site
  Required
- Document Library
  Required
- Folder
- File name
  Required
- Text content
  Required
- If file name exists
Action
Write
- Copy
- Site
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File
  Required
- Export format
  Required
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File to Replace
  Required
- File
  Required
- New Name
Action
Write
- Site
- Document Library
- Folder
- File
  Required
- File name
- If file name exists
Action
Write
- Copy
- Site
- Document Library
- Search For
- Match By
- Search Query
  Required
Action
Search
- Search Query
  Required
Action
Search
- Copy
- Site
- Document Library
- File or Folder ID
  Required
Action
Search
- Site
  Required
- Document Library
  Required
- File or Folder
  Required
Action
Search
- Site
  Required
- Page ID
  Required
Action
Search

Agreement Amendments Approved
Triggers when amendments to an agreement are approved.
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Instant
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Invoice Paid
Triggers when an invoice is paid in full (either collected by Anchor or marked paid externally).
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Instant
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Invoice Payment Disputed
Triggers when an invoice payment is disputed by the client. Dispute details are at detailedStatus.paymentDisputed.
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Instant
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Invoice Payment Initiated
Triggers when payment for an invoice is initiated (a charge is in flight).
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Instant
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Invoice Payment Refunded
Triggers when an invoice payment is refunded in full.
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Instant
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Invoice Voided
Triggers when an invoice is voided. No void-reason field exists on the wire — only the timestamp.
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Instant
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New Proposal Sent
Triggers when a proposal is sent to a client.
Trigger
Instant
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Payout Failed
Triggers when a payout fails. Failure details are at status.failed.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved. The payload is the resulting agreement (a proposal becomes an agreement on approval).
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Instant
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Proposal Published
Triggers when a proposal is published.
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Instant
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Proposal Withdrawn
Triggers when a proposal is withdrawn by the service provider.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Email
  Required
- Company Name
  Required
- Phone
Action
Write
- Draft ID
  Required
- Notify Policy
- Source
Action
Write
- Contact ID
  Required
Action
Search
- Payout ID
  Required
Action
Search
- Limit
Action
Search
- Limit
- Status filter
- Agreement ID
Action
Search
- Limit
Action
Search
- Site
- Document Library
- Folder
Trigger
Polling
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- Site
  Required
- List
  Required
Trigger
Polling
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- Site
  Required
- List
  Required
Trigger
Polling
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- Info
- Source Site
  Required
- Source Document Library
  Required
- File or Folder ID
  Required
- Destination Site
  Required
- Destination Document Library
  Required
- Destination Folder
Action
Write
- Site
- List Name
  Required
- Description
- List Template
Action
Write
- Site
  Required
- Title
  Required
- URL Name
- Description
- Page Layout
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder to Share
  Required
- Permission
- Who Can Access
- Expiration Date
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Folder
- File or Folder ID
  Required
Action
Write
- Copy
- Site
  Required
- Page
  Required
Action
Write
- Copy
- Site
  Required
- Document Library
  Required
- Item
  Required
- Folder
- New name
Action
Write
- Site
  Required
- Document Library
  Required
- Browse to Folder
- File or Folder
  Required
- Email Address
- Permission ID
Action
Write
- Site
  Required
- List
  Required
- List Item ID
  Required
- ETag
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
  Required
- List
  Required
Action
Search
- Info
- Monitor URL
  Required
Action
Search
- Copy
- Site
  Required
- Document Library
  Required
- Folder
  Required
Action
Search
- Site
  Required
- List
  Required
- List Item ID
  Required
Action
Search
- Site
Action
Search

About Anchor

Get freedom from the burden of invoicing and collections. Anchor is a platform to make your billing cycle flow. Autonomously.

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Related categories

Proposal & Invoice Management

About Microsoft SharePoint

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

Learn moreLearn moreHelpHelp

Related categories

Microsoft

Premium

Team Collaboration

Related Zap Templates

Upload files to Microsoft SharePoint when new proposals are approved in Anchor

Related Zap Templates

Upload files to Microsoft SharePoint when new proposals are approved in Anchor