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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 "Idea Created" from PPM Express.

Add your action

An action happens after the trigger—such as "Delete List Item" in Microsoft SharePoint.

You’re connected!

Zapier seamlessly connects PPM Express and Microsoft SharePoint, automating your workflow.

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25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

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

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Connect PPM Express 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.

Integration categories

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.

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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.

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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.

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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.

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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.

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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.

triggers, actions, or triggers and actions

Idea Created
Triggers when a Idea is created.
Trigger
Instant
Try It
Idea Updated
Triggers when a Idea is updated.
Trigger
Instant
Try It
Key Date Deleted
Triggers when a Key Date is deleted.
Trigger
Instant
Try It
Project Created
Triggers when a Project is created.
Trigger
Instant
Try It
Project Updated
Triggers when a Project is updated.
Trigger
Instant
Try It
Task Deleted
Triggers when a Task is deleted.
Trigger
Instant
Try It
- Name
  Required
- challenge Id
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
Action
Write
- Id
  Required
Action
Write
- Project Id
  Required
- Task Id
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Search
- Project Id
  Required
- Task Id
  Required
Action
Search
- Site
Trigger
Polling
Try It
- Site
- List
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Info
- Site
- Filter
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
- Folder name
  Required
Action
Write
- Site
- Template
- Folder name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- Folder name
  Required
- Overwrite
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Folder name
  Required
Action
Search

Idea Deleted
Triggers when a Idea is deleted.
Trigger
Instant
Try It
Key Date Created
Triggers when a Key Date is created.
Trigger
Instant
Try It
Key Date Updated
Triggers when a Key Date is updated.
Trigger
Instant
Try It
Project Deleted
Triggers when a Project is deleted.
Trigger
Instant
Try It
Task Created
Triggers when a Task is created.
Trigger
Instant
Try It
Task Updated
Triggers when a Task is updated.
Trigger
Instant
Try It
- Name
  Required
Action
Write
- Name
  Required
- Project Id
  Required
Action
Write
- Id
  Required
- Stage
  Required
Action
Write
- Project Id
  Required
- KeyDate Id
  Required
Action
Write
- Id
  Required
Action
Search
- Id
  Required
Action
Search
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
- Folder
  Required
Trigger
Polling
Try It
- Site
  Required
- List
  Required
Trigger
Polling
Try It
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Id
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- List
  Required
Action
Search

About PPM Express

PPM Express is Product Portfolio Management platform to easily integrate and orchestrate your existing projects in Microsoft Planner, Azure DevOps, Jira Software, Monday.com, and Microsoft Project Online to get a big picture view of your projects and product portfolio.

Related categories

Product Management

About Microsoft SharePoint

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

Related categories

Microsoft Team Collaboration

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