Anchor + Microsoft SharePoint

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.

When this happens...
Proposal Sent
Triggers when a proposal is sent.
TriggerInstant
automatically do this!
Create List Item
Creates a new item on a list.
ActionWrite

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Supported triggers and actions

Agreement Amended
Triggers when an agreement is amended.
Trigger
Instant
Try It
Agreement Terminated
Triggers when an agreement is terminated.
Trigger
Instant
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Invoice Payment Failed
Triggers when an invoice's payment fails.
Trigger
Instant
Try It
Invoice Status Change
Triggers when an invoice's status changes.
Trigger
Instant
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Proposal Approved
Triggers when a proposal is approved (turns into an agreement).
Trigger
Instant
Try It

Proposal Sent
Triggers when a proposal is sent.
Trigger
Instant
Try It
- Site
- FolderRequired
Trigger
Polling
Try It

- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- SiteRequired
- ListRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination siteRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- SharePoint URLRequired
- Allow editing
Action
Write
- Site
- Parent folderRequired
- Folder nameRequired
Action
Write
- Site
- Template
- List's nameRequired
- Description
Action
Write
- SiteRequired
- PageRequired
Action
Write
- Site
- FolderRequired
- File's nameRequired
- Should we overwrite the file?
- New FileRequired
Action
Write
- Site
- FolderRequired
- NameRequired
Action
Search
- Site
- FolderRequired
- Include detailed metadata
Action
Search

Agreement Amendments Approved
Triggers when amendments are approved.
Trigger
Instant
Try It
Invoice Paid
Triggers when an invoice is paid.
Trigger
Instant
Try It
Invoice Issued
Triggers when an invoice is issued.
Trigger
Instant
Try It
Payout Received
Triggers when a payout is received.
Trigger
Instant
Try It
Proposal Canceled
Triggers when a proposal is canceled.
Trigger
Instant
Try It
Proposal Status Changed
Triggers when the status of a proposal changes.
Trigger
Instant
Try It
- Site
Trigger
Polling
Try It
- Site
- ListRequired
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- FilterRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- FolderRequired
- Overwrite
Action
Write
- Site
- ListRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- ListRequired
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.

Learn more

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 more

Related categories

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

Anchor + Microsoft SharePoint

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

Agreement Amended

Agreement Terminated

Invoice Payment Failed

Invoice Status Change

Proposal Approved

Proposal Sent

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Copy File or Folder (Across Sites)

Create Anonymous Sharing Link

Create Folder

Create a list

Publish Page

Upload a File

Find File

Get Folder Contents

Agreement Amendments Approved

Invoice Paid

Invoice Issued

Payout Received

Proposal Canceled

Proposal Status Changed

New List

New List Item

New or Updated Folder

New or Updated List

Copy File or Folder (Within Site)

Delete List Item

Create List Item

Move File

Update List Item

API Request (Beta)

Find List Item

Get Site Information

About Anchor

Related categories

About Microsoft SharePoint

Related categories

Related Zap Templates

Related Zap Templates