Create new items in Microsoft SharePoint when new clients are created in WorkflowMax
Effortlessly enhance your customer management process with this seamless connection between WorkflowMax and Microsoft SharePoint. Every time a new client is added in WorkflowMax, a corresponding item is created on your chosen SharePoint list. This efficient workflow saves time, eliminates manual data entry, and ensures your SharePoint lists are always up-to-date with your latest client information.
- When this happens...

New Client CreatedTriggers when a new client is created.TriggerPolling - automatically do this!

Create List ItemCreates a new item in a list.ActionWrite
- Free forever for core features
- 14 day trial for premium features & apps
More things you can do with WorkflowMax and Microsoft SharePoint
Discover other triggers and actions you can use with WorkflowMax and Microsoft SharePoint
Job Category CreatedTriggers when a job category is created in job settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Cost CreatedTriggers when a new cost is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Job StatusTriggers when a new job status is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New PO Stock Receipt CreatedTriggers when a new purchase order stock receipt is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Quote IssuedTriggers when a quote is issued.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Task CreatedTriggers when a new task is created in organisation settings.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New PO Bill CreatedTriggers when a new purchase order bill is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- NameRequired
- First Name
- Last Name
- Other Name
- Client Manager Reference
- Job Manager Reference
- Business Structure Reference
- Client Type Reference
- Favorite
- Email
- Phone
- Fax
- Website
- Referral Source
- Type
- Default
- Address
- City
- State
- Postal Code
- Country
- TFN
- ABN/WPN
- Branch/CAC/ICA #
- ACN
- Vat Number
- Company Number
- Ird Number
- NZBN
- Tax Number
- Year End Date
- Balance Date
- Zero Rated Tax Reference
- Billing Client Reference
- Task Reference
- Billable Rate
- Markup
- Custom Payment Day
- Custom Payment Term
- Client Group Reference
- Contact Reference
- Position
- Primary
- Included In Email
- Related Client Reference
- Type
- Start Date
- End Date
- Number of Shares
- Percentage
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client ReferenceRequired
- Job NameRequired
- Job StatusRequired
- Start DateRequired
- Due DateRequired
- PriorityRequired
- Job Number
- Contact Reference
- Job Manager
- Client Manager
- Job Category
- Budget
- Description
- Exclude from Estimated Billings
- Staff Assigned
- Job Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Task ReferenceRequired
- Estimated Minutes
- Phase Reference
- Task Label
- Description
- Billable
- Start Date
- End Date
- Staff Reference
- Allocated Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Supplier ReferenceRequired
- StatusRequired
- Description
- Delivery Address
- Job Cost Identifier
- Cost Identifier
- Cost Name
- Type
- Note
- Quantity
- Unit Cost
- Cost Code
- Tax1 Identifier
- Tax2 Identifier
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- Job Task ReferenceRequired
- Staff ReferenceRequired
- DateRequired
- Minutes
- Start Time
- End Time
- Note
- Billable
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
- Cost ReferenceRequired
- Include Additional Data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Staff ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Client ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Status ReferenceRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Source SiteRequired
- Source Document LibraryRequired
- File or Folder IDRequired
- Destination SiteRequired
- Destination Document LibraryRequired
- Destination Folder
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site
- List NameRequired
- Description
- List Template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- TitleRequired
- URL Name
- Description
- Page Layout
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File or Folder to ShareRequired
- Permission
- Who Can Access
- Expiration Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- Document LibraryRequired
- Folder
- File or Folder IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- Document LibraryRequired
- ItemRequired
- Folder
- New name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File or FolderRequired
- Email Address
- Permission ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- ListRequired
- List Item IDRequired
- ETag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- ListRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Info
- Monitor URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- SiteRequired
- Document LibraryRequired
- FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SiteRequired
- ListRequired
- List Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Site
ActionThis is an event a Zap performs.SearchFind existing data in your app
- Job Reference
- Include Additional Data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
Job UpdatedTriggers when a job is updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Client CreatedTriggers when a new client is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Custom Field CreatedTriggers when a new custom field is added.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Purchase Order CreatedTriggers when a new purchase order is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Timesheet CreatedTriggers when a new timesheet is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New Quote AcceptedTriggers when a quote is accepted.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Job Reference
- Include Additional Data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan- Cost NameRequired
- Unit CostRequired
- Unit PriceRequired
- Cost TypeRequired
- BillableRequired
- Supplier Reference
- Cost Code
- Cost Note
- Sales Tax Reference 1
- Sales Tax Reference 2
- Purchase Tax Reference 1
- Purchase Tax Reference 2
- Income Account Reference
- Cost of Sale Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Job ReferenceRequired
- DateRequired
- Cost Reference
- Cost Name
- Unit Cost
- Unit Price
- QuantityRequired
- ActualRequired
- Phase Reference
- Supplier Reference
- Cost Code
- Type
- Billable
- Note
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Client ReferenceRequired
- Contact Reference
- NameRequired
- Estimated ValueRequired
- Lead Template Reference
- Lead DateRequired
- Details
- Lead Category Reference
- Lead Owner Reference
- Estimated Job Start Date
- Estimated Duration (weeks)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Task NameRequired
- Base RateRequired
- Billable RateRequired
- Description
- Tax Reference 1
- Tax Reference 2
- Export Code
- Income Account Reference
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Account CodeRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job Task ReferenceRequired
- Job Reference
- Include Additional Data
ActionThis is an event a Zap performs.SearchFind existing data in your app- Tax NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Job ReferenceRequired
- Job Data to Include
ActionThis is an event a Zap performs.SearchFind existing data in your app- Site
- Document Library
- Folder
- Folder NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File or FolderRequired
- RecipientsRequired
- Permission LevelRequired
- Message
- Require Sign In
- Send Email Invitation
- Expiration Date
- Retain Inherited Permissions
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Folder
- File nameRequired
- Text contentRequired
- If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- Site
- ListRequired
- List Item IDRequired
- ETag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- SiteRequired
- Document LibraryRequired
- Folder
- FileRequired
- Export formatRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- PageRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- SiteRequired
- Document LibraryRequired
- Browse to Folder
- File to ReplaceRequired
- FileRequired
- New Name
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Site
- Document Library
- Folder
- FileRequired
- File name
- If file name exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Copy
- Site
- Document Library
- Search For
- Match By
- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Search QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- Copy
- Site
- Document Library
- File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SiteRequired
- Document LibraryRequired
- File or FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app- SiteRequired
- Page IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app

