Microsoft SharePoint + Yoobi
Create folders in Microsoft Sharepoint for new relations in Yoobi CRM
For everyone who wants a Sharepoint folder structure with named customer folders, this Zap is the answer. Set it up to automatically generate a folder in Microsoft Sharepoint for each new relation in Yoobi CRM, no added clicks or keystrokes needed.
For everyone who wants a Sharepoint folder structure with named customer folders, this Zap is the answer. Set it up to automatically generate a folder in Microsoft Sharepoint for each new relation in Yoobi CRM, no added clicks or keystrokes needed.
- When this happens...
New CustomerTriggers when a new customer is created.
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
ActionWriteCreate a new record or update an existing record in your app.
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Changed Since dateRequired
Primary ContactRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free plan
New CRM Sale
Triggers when a new CRM sale record is created
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Department
Triggers when a new department is created.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Relation
Triggers when a New Relationship Record is created in Yoobi through selection atm. this is not good
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer ID
Customer Code
CRM Task Type
Subject
Task Description
Planned Date
Planned Time
Planned End Date
Planned End Time
Executed Date
Executed Time
Priority
Username
Resourcegroup
Contact First Name
Contact Last Name
Contact Email
Contact Phone
Person ID
Contact Info ID
Notification Moment
Notification User ID
Notification Date Offset
Project ID
CRM Sale ID
Taskreport
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Dossierfile ObjectRequired
Objectid of the objectRequired
Name of the dossierfileRequired
Type of fileRequired
FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
Code
State
Start Date
End Date
Label
Classification
Customer Code
Department Name
Ledger Account
Cost Center
Cost Unit
Currency
Main Project Code
External Approval Email
External Approval Report Comment
External Approval Weekly
External Approval Reminder Days
External Approval Language Code
First Name
Last Name
Infix
Project Role Name
Employee Number
Name
Start Date
Description
End Date
State
Exclude Approval
Type
Is Billable
Ledger Account
Cost Center
Cost Unit
Activity Specify
Note Required
Link Project Employee
Show Custom Fields
Budget Type
auto Selfbilling
Allow Overtime
Contract Hours
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NumberRequired
Day of RegistrationsRequired
Month of RegistrationsRequired
Year of RegistrationsRequired
Project code or ID
State of periodeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.VersionRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice Number or Invoice IDRequired
AmountRequired
Fully PaidRequired
Currency
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Primary ContactRequired
Customer Name
Contact Name
Keyword
ActionThis is an event a Zap performs.SearchFind existing data in your appCRM Sale Code
Customer of Relation Code
ActionThis is an event a Zap performs.SearchFind existing data in your appCoC Number
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number or Invoice IDRequired
PDF toevoegen
ActionThis is an event a Zap performs.SearchFind existing data in your appProject Code or Project IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCRM Sale code
Customer CodeRequired
CRM Sale Name
CRM Sale SchemeRequired
CRM Sales Scheme PhaseRequired
CRM Sale source
Product Group
Employee number
First name
Infix
Last Name
Percentage of this sale
Value of this saleRequired
CurrencyRequired
Expected sale dateRequired
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundCoC Number
NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundE-mailRequired
NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundSite
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 appSearch QueryRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
Site
Document Library
File or Folder IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
Document LibraryRequired
File or FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
Page IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your app
Include Activities
Include Budget
Include Description
Status
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCustomer CodeRequired
CRM Sale code
CRM Sale Name
CRM Sale SchemeRequired
CRM Sales Scheme PhaseRequired
CRM Sale source
Product Group
Employee number
First name
Infix
Last Name
Percentage of this sale
Value of this saleRequired
CurrencyRequired
Expected sale dateRequired
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Initials
Middle Name
Last NameRequired
Gender
Date of Birth
Employee NumberRequired
BSN
Employee Abbreviation
Job Name
Start Registration Date
Start Date
End Date
Cost Center
Cost Unit
Allow Overtime
Department
Resource Group
State
Contract Start Date
Contract End Date
Contract FTE
User State
Username
User Email
User Language
Show Custom fields
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Employee NumberRequired
Registration DateRequired
Project NameRequired
Activity NameRequired
Type of RegistrationRequired
Cost Registration
Time RegistrationRequired
Number Registration
Registration Remarks
openPeriodOnlyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Start Date period for invoicingRequired
End Date period for invoicingRequired
Department name or code
Ordertype
Ordernumber
Projectcode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Invoice DateRequired
Department name or code
Order number
ProjectCode
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Project IDRequired
Project CodeRequired
Project NameRequired
State
End Date
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Type
Email or PhoneRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCustomer Name or IDRequired
Level of detail
ActionThis is an event a Zap performs.SearchFind existing data in your appVAT Number
ActionThis is an event a Zap performs.SearchFind existing data in your appEmployee number or Employee IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder numberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appVersionRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCodeRequired
Level of detail
NameRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundVAT Number
NameRequired
CodeRequired
Customer Category
Keywords
Description
KvK
KvK City
VAT/BTW
Invoice Salutation
Invoice Expiration Days
IBAN
Mobile Phone
Fax
Website
Phone
E-mail
Billing E-mail
Ledger Account
Ledger Account Turnover
Cost Center
Cost Unit
StatusRequired
Visiting Address
Visiting Address City
Visiting Address Country
Visiting Address Postalcode
Visiting Address Note
Billing Address
Billing Address City
Billing Address Country
Billing Address Postcode
Billing Address Note
Mailing Address
Mailing Address City
Mailing Address Country
Mailing Address Postalcode
Mailing Address Note
Initials
Fist Name
Infix
Last Name
E-mailaddress
Phone
Gender
Title
Function
Department
Note
Employee Number
Show Custom Fields
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProject Code or Project IDRequired
Name
Code
State
Start Date
End Date
Label
Classification
Customer Code
Department Name
Ledger Account
Cost Center
Cost Unit
Currency
Main Project Code
External Approval Email
External Approval Report Comment
External Approval Weekly
External Approval Reminder Days
External Approval Language Code
First Name
Last Name
Infix
Project Role Name
Employee Number
Name
Start Date
Description
End Date
State
Exclude Approval
Type
Is Billable
Ledger Account
Cost Center
Cost Unit
Activity Specify
Note Required
Link Project Employee
Show Custom Fields
Budget Type
auto Selfbilling
Allow Overtime
Contract Hours
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundInfo
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 appInfo
Monitor URLRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCopy
SiteRequired
Document LibraryRequired
FolderRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSiteRequired
ListRequired
List Item IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
ActionThis is an event a Zap performs.SearchFind existing data in your app
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