bexio + Microsoft SharePoint
Upload new Microsoft SharePoint folder files to bexio inbox
Streamline your file management process between Microsoft SharePoint and bexio. With this workflow, whenever a new file is added to your designated folder in SharePoint, it will instantly be uploaded to your Inbox in bexio. This smooth communication between the two platforms saves you time and reduces manual data entry. Increase efficiency and ensure all your important files are accessible where you need them.
Streamline your file management process between Microsoft SharePoint and bexio. With this workflow, whenever a new file is added to your designated folder in SharePoint, it will instantly be uploaded to your Inbox in bexio. This smooth communication between the two platforms saves you time and reduces manual data entry. Increase efficiency and ensure all your important files are accessible where you need them.
- When this happens...
New File in FolderTriggers when a new file is created or added to an individual folder (no subfolders supported).
TriggerPollingZapier checks for new data every 15 min on the Free plan - automatically do this!
Upload File to InboxUploads a file to Inbox.
ActionWriteCreate a new record or update an existing record in your app.
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Info
File or folderRequired
Destination siteRequired
Destination folder pathRequired
Overwrite if exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
SharePoint URLRequired
Allow editing
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Parent folderRequired
Folder nameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
Template
List's nameRequired
Description
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.Site
FolderRequired
File's nameRequired
Should we overwrite the file?
New FileRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
FolderRequired
NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appSite
FolderRequired
Include detailed metadata
ActionThis is an event a Zap performs.SearchFind existing data in your app
New/Updated Company
Triggers when a company is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Order
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew Product
Triggers new Products.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planStatus of Quote
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCompany NameRequired
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Phone second
Mobile
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing PeopleRequired
Person Id
Last Name
First Name
Number
Birthday (Format yyyy-mm-dd)
E-Mail
Second E-Mail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Invoice Date
Payment Due Date
API Reference
Invoice Title
Invoice Status
VAT included in the total
Currency
Bank Account
Project
Line Item Product Key
Line Item Name/Id/CodeRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
Recipient MailRequired
SubjectRequired
MessageRequired
Mark as pending
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Product TypeRequired
NameRequired
Description
CodeRequired
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Project TypeRequired
Project StateRequired
Company or PersonRequired
Company Contact Person
Start Date
End Date
Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BillableRequired
Business ActivityRequired
Company or Person
Company Contact Person
Project
Status
TypeRequired
Date
Duration
Start Time
End Time
Text
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Account NumberRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
ISO 3166
ActionThis is an event a Zap performs.SearchFind existing data in your appOrder Number
API Reference
Include Order PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appName
Code
ActionThis is an event a Zap performs.SearchFind existing data in your appQuote Number
API Reference
Include Quote PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast NameRequired
First NameRequired
EMail
Number
Phone
Mobile
Birthday
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Second Phone
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
Info
File or folderRequired
Destination folder pathRequired
Overwrite if exists
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
IdRequired
E Tag
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Info
FileRequired
FolderRequired
Overwrite
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Site
ListRequired
Item IDRequired
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.Site
ListRequired
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 appStatus of Invoice
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planNew/Updated Person
Triggers when a person is added or updated.
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planState of Project
Trigger each status changeRequired
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planCombined EntryRequired
Automatic Reference Number
Date (line item support)Required
Reference Number (line item support)
CurrencyRequired
Debit Account Numbers (line item support)Required
Credit Account Numbers (line item support)Required
Vat (line item support)
VAT Account
Description (line item support)
Amount (line item support)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Last NameRequired
First NameRequired
Number
Birthday
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Salutation Form
Salutation Id
Title Id
Company Id
Position
Url
Contact Person
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.File to uploadRequired
FilenameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.InvoiceRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Order Date
API Reference
Order Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.CodeRequired
Name
Description
Remarks
Sales Price
Currency
Vat
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company or PersonRequired
Company Contact Person
Quote Date
API Reference
quote Title
VAT included in the total
Project
Line Item Name/IdRequired
Line Item QuantityRequired
Line Item PriceRequired
Line Item Text
Line Item Discount in %
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Identifier For Existing CompanyRequired
Company Id
Name
Department
Number
EMail
Second EMail
Address
Zip
City
Country
Correspondence Type
Group Ids
Phone
Second Phone
Mobile
Fax
Skype Name
Language Id
Remarks
Number of staff
Tax Nr
Trade Register Number
Url
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appInvoice Number
API Reference
Include Invoice PositionsRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appLast Name
First Name
E-Mail
Number
Phone
Mobile
ActionThis is an event a Zap performs.SearchFind existing data in your appProject NameRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany NameRequired
EMail
Number
Phone
Mobile
Department
Second EMail
Address
Zip
City
Country
Correspondence Type
Categories
Sectors
Phone second
Fax
Skype Name
Language Id
Remarks
Number of Staff
Tax Nr
Trade Register Number
Url
Contact Person
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNameRequired
CodeRequired
Product TypeRequired
Description
Remarks
UnitRequired
Sales PriceRequired
CurrencyRequired
Vat
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
About bexio
Related categories
About Microsoft SharePoint
Related categories
Related Zap Templates
- Create new sharepoint items when new projects are started in bexio
- Create sharepoint list items for new bexio orders
- Create new bexio products from new Microsoft SharePoint list items
- Create folders in Microsoft SharePoint for new projects in bexio
- Create list items in Microsoft SharePoint for new or updated companies in bexio