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Choose a Trigger

Choose an Action

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Zapier makes it easy to integrate Microsoft SharePoint with Vision6 - no code necessary. See how you can get setup in minutes.

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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 "New File in Folder" from Microsoft SharePoint.

Add your action

An action happens after the trigger—such as "Add a Contact" in Vision6.

You’re connected!

Zapier seamlessly connects Microsoft SharePoint and Vision6, automating your workflow.

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.

- 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
- Info
- File or folder
  Required
- Destination site
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write

- Site
- SharePoint URL
  Required
- Allow editing
Action
Write
- Site
- Parent folder
  Required
- Folder name
  Required
Action
Write

- Site
- Template
- List's name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- File's name
  Required
- Should we overwrite the file?
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Name
  Required
Action
Search
- Site
- Folder
  Required
- Include detailed metadata
Action
Search
- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List
  Required
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
Action
Write

- Site
Trigger
Polling
Try It
- Site
- List
  Required
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- Filter
  Required
Trigger
Polling
Try It
- Info
- File or folder
  Required
- Destination folder path
  Required
- Overwrite if exists
Action
Write
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Item 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
- Site
Action
Search
- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List Id
  Required
Trigger
Instant
Try It
- List
  Required
- GDPR Consent Type
- GDPR Consent Text
- Approved Preferences
- Declined Preferences
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
- Add the Contact if Not Found
  Required
- Trigger a Profile Update
  Required
Action
Write
- List
  Required
- Field to Match Contacts On
  Required
Action
Write

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Customers who say using Zapier has made them better at their job

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

Connect Microsoft SharePoint and Vision6 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.

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.

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.

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.

Automate your way to actionable, up-to-date data

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.

Resolve incidents faster with automation

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.

Make work flow with AI

Level up your Microsoft SharePoint to Vision6 integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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

About Vision6

Grow your business with powerful email and SMS marketing by using Vision6. Trusted by thousands of small to large businesses, agencies, government and financial institutions, and nonprofit organizations.

Learn moreLearn moreHelpHelp

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