Insightly + Microsoft SharePoint
Create new Microsoft SharePoint folders for each new record in Insightly
With this efficient workflow, you can keep your record management streamlined. When a new record is made in Insightly, a matching folder is instantly created in Microsoft SharePoint. This process ensures your data across both platforms stays organized and easily accessible, simplifying record tracking and saving you valuable time. This seamless communication between Insightly and SharePoint is an asset for smooth business operations.
With this efficient workflow, you can keep your record management streamlined. When a new record is made in Insightly, a matching folder is instantly created in Microsoft SharePoint. This process ensures your data across both platforms stays organized and easily accessible, simplifying record tracking and saving you valuable time. This seamless communication between Insightly and SharePoint is an asset for smooth business operations.
- When this happens...New Record
Triggers when a new record is created.
- automatically do this!Create Folder
List all folders on a site
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