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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Account Growth Project Archived" from Membrain.

Add your action

An action happens after the trigger—such as "Copy File or Folder" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects Membrain and Microsoft SharePoint, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Please select one or more Activity Types
Trigger
Polling
Try It
Content Hub Item Created
Triggers when a Content Hub Item Created.
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It

- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It

- Stage
  Required
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
- Process
  Required
- Name
  Required
- Company
  Required
- Owner
  Required
- Value
- Value Currency
- Potential
- Potential Currency
- Start Date
- End Date
Action
Write
- Activity Type
- Company
- From Date (UTC)
  Required
- To Date (UTC)
  Required
- Title
  Required
- Contents
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Company Name
  Required
Action
Write
- Type
  Required
- ContentType
  Required
- Name
- Link
- File
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Activity Type
- Company
- Deadline (UTC)
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Account Growth Project Id (GUID)
  Required
- Name
- Owner
- Value
- Value Currency
- Potential
- Potential Currency
- Start Date
- End Date
Action
Write
- Flow Id (GUID)
  Required
- Name
- Owner
- Start Date
- End Date
Action
Write
- Contact Id (GUID)
  Required
Action
Write
- Ticket Id (GUID)
  Required
- Name
- Owner
Action
Write
- Key (eg. AGP-123)
  Required
Action
Search
- External Identifier
  Required
Action
Search
- Name
  Required
Action
Search
- Key (F-123)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Email Address
  Required
Action
Search
- Id
  Required
Action
Search
- Key (eg. P-123)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- 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

- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
Company Created
Triggers when a new Company is created
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Stage
  Required
Trigger
Polling
Try It
Contact Created
Triggers when a new Contact is created
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Process
Trigger
Polling
Try It
- Activity Type
- Company Name
  Required
- Contents
  Required
- Prospect Name
- Sales Project Name
- Account Growth Project Name
- Ticket Name
- Flow Name
- Organizer Name
- Contact Name
Action
Write
- Activity Type
- Company
- Contents
  Required
- Related Prospect
- Related Sales Project
- Related Account Growth Project
- Related Ticket
- Related Flow
- Organizer
- Participant
Action
Write
- Company Name
  Required
- Contact Name
  Required
Action
Write
- Process
  Required
- Name
  Required
- Company
- Parent
- Start Date
- End Date
- Owner
Action
Write
- Process
  Required
- Prospect Name
- Company
  Required
- Owner Name
- Create Only If
Action
Write
- Process
  Required
- Opportunity Name
  Required
- Company
  Required
- Owner
  Required
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Process
  Required
- Name
  Required
- Company
  Required
- Owner
Action
Write
- Company Id (GUID)
  Required
Action
Write
- Sales Project Id (GUID)
  Required
- Name
- Owner
- Value
- Value Currency
- Estimated Closing Date
Action
Write
- Prospect Id (GUID)
  Required
- Name
- Owner
Action
Write
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Company Id (GUID)
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Key (eg. SP-123)
  Required
Action
Search
- Company
  Required
- Name
  Required
Action
Search
- External Identifier
  Required
Action
Search
- Id
  Required
Action
Search
- Name
  Required
- Process
- Status
Action
Search
- Key (eg. T-123)
  Required
Action
Search
- Site
- Document Library
- Folder
Trigger
Polling
Try It
- 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

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Connect Membrain and Microsoft SharePoint to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Membrain to Microsoft SharePoint integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Membrain

Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.

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About Microsoft SharePoint

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

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