Canopy + Microsoft SharePoint
Create list items in Microsoft SharePoint for new individual contacts in Canopy
Ensure your workflow stays up-to-date with this automation. With each new individual contact added in Canopy, a corresponding list item will be created in your Microsoft SharePoint. This saves you the manual work, keeping your lists accurate, and fostering efficient contact management.
Ensure your workflow stays up-to-date with this automation. With each new individual contact added in Canopy, a corresponding list item will be created in your Microsoft SharePoint. This saves you the manual work, keeping your lists accurate, and fostering efficient contact management.
- When this happens...
- automatically do this!Create List Item
Creates a new item on a list.
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About Canopy
Canopy provides a practice efficiency suite that simplifies your practice so you can help more clients. Each of our products automates busywork and connects your entire practice so you can focus on what’s important.
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About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.