HelpSpot + Microsoft SharePoint

HelpSpot + Microsoft SharePoint integrations

Create new Microsoft SharePoint lists from new HelpSpot requests

Streamline your customer service process with this efficient workflow. Whenever a new request is made in HelpSpot, it immediately creates a corresponding list in Microsoft SharePoint. This seamless integration ensures every request is promptly tracked and managed, enhancing your team's productivity and customer satisfaction. Stay organized and up-to-date, without any manual entry required.

When this happens...
New RequestTriggers when a new request is created.
TriggerInstant
automatically do this!
ActionWrite

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More things you can do with HelpSpot and Microsoft SharePoint

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

New Request
Triggers when a new request is created.
Trigger
Instant
Try It
- Category
- Status
- Open/Closed
- Customer ID
- First Name
- Last Name
- Email
- Phone
- Search String
Trigger
Polling
Try It
- xRequest
  Required
- Subject
- Note Body
- Category
- Note Type
- HTML Note
- Customer Id
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Status
- Open
Action
Write
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It

- Site
  Required
- List
  Required
Trigger
Polling
Try It
- 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

Update
Triggers when a request is updated.
Trigger
Instant
Try It
- Subject
- Note Body
  Required
- Category
- Note Type
- HTML Note
- Customer Id
- First Name
- Last Name
- Email
- Phone
- Urgent
- Mailbox
- Opened Via
- Email CC
- Email BCC
- Email Staff
- Open
- Status
Action
Write
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
Trigger
Polling
Try It
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- Site
  Required
Trigger
Polling
Try It
- 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

About HelpSpot

HelpSpot is a web based help desk software tool, making it easy for teams of all sizes to provide amazing customer support.

HelpHelp

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About Microsoft SharePoint

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

Learn moreLearn moreHelpHelp

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Microsoft

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