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Microsoft SharePoint + Survey Booker

Set up new folders in Microsoft SharePoint when inspection dates are updated in Survey Booker

Easily organize your inspection data within Microsoft SharePoint whenever a new inspection date is set in Survey Booker. This workflow swiftly creates a dedicated folder in SharePoint, helping you maintain a clutter-free and organized data system. Effortlessly streamline your data management process and focus more on the analysis instead of manual data sorting.

Easily organize your inspection data within Microsoft SharePoint whenever a new inspection date is set in Survey Booker. This workflow swiftly creates a dedicated folder in SharePoint, helping you maintain a clutter-free and organized data system. Effortlessly streamline your data management process and focus more on the analysis instead of manual data sorting.

  1. When this happens...
    Survey BookerSurvey Booker
    Inspection Date Set

    Triggers when the inspection date is set on Survey Booker. Get survey details when inspection date is set.

    TriggerScheduled
  2. automatically do this!
    Microsoft SharePointMicrosoft SharePoint
    Create Folder

    List all folders on a site

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Survey Booker triggers, actions, and search

    Customer Resubscribes to Marketing Email

    Triggers when a customer opts back in to marketing emails.

    Trigger
    Scheduled
    Try It
  • Survey Booker triggers, actions, and search

    Estimated Report Date Rescheduled

    Triggers when the estimated report date is rescheduled on Survey Booker.

    Trigger
    Scheduled
    Try It
  • Survey Booker triggers, actions, and search

    Inspection Date Rescheduled

    Triggers when the inspection date has been rescheduled on Survey Booker.

    Trigger
    Scheduled
    Try It
  • Survey Booker triggers, actions, and search

    New Customer

    Triggers when a new unique customer is added to Survey Booker. Add new customer details to other apps.

    Trigger
    Scheduled
    Try It
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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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Related categories

  • Microsoft
  • Team Collaboration
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About Survey Booker

Survey Booker is the CRM system for Surveyors to help you grow sales, save time and manage your customers.

Related categories