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Choose a Trigger

Choose an Action

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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 Client" from Aerion.

Add your action

An action happens after the trigger—such as "Copy File or Folder (Across Sites)" in Microsoft SharePoint.

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Zapier seamlessly connects Aerion and Microsoft SharePoint, 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.

New Client
Triggers when a new client is created.
Trigger
Polling
Try It
- UserId
- Tracking Type
Trigger
Polling
Try It
Updated Project
Triggers when a project is updated or created.
Trigger
Polling
Try It
- Absence Id
- Absence Type Id
  Required
- User Id
  Required
- External Id
- Range Type
  Required
- Start Date
  Required
- End Date
  Required
- Subtract one day from End Date
Action
Write
- Contact Id
- Client Id
  Required
- Email
  Required
- Title
- First Name
  Required
- Last Name
  Required
- Position
- Department
- Street
- Post Code
- City
- Country
- Address Addon
- Phone
- Mobile Phone
- Fax
- Note
Action
Write

- Absence Id
- External Id
Action
Search
- Name
- ClientId
- ExternalId
Action
Search

- Name
- ProjectId
- Code
- ExternalId
Action
Search
- 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

New Project
Triggers when a new project is created.
Trigger
Polling
Try It
Updated Client
Triggers when a client is updated or created.
Trigger
Polling
Try It
- UserId
- Tracking Type
Trigger
Polling
Try It
- Name
  Required
- Short Code
- Client Id
- Status
  Required
- Notes
- Hourly Rate
- Website
- External Id
- External Billing Provider Id
Action
Write
- Name
  Required
- Short Code
- Project Id
- External Id
- Status
  Required
- Client Id
  Required
- Contact Id
- Start Date
- End Date
- Project State
- Hourly Rate
- Billing Mode
- Budget Mode
- Budget
- Budget Hours
- Notes
- Is Super Project?
- Parent Project
- Project Manager User Ids
- Project Manager User Names
- Assigned User Ids
- Assigned user names
- Task Ids
- Task names
- Tag Id
- Tag Names
Action
Write
- Absence Type Id
- Label
Action
Search
- Full Name
- First Name
- Last Name
- Contact Id
- Client Id
Action
Search
- Email
- Full Name
- First Name
- Last Name
- User Id
Action
Search
- 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

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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.

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Make work flow with AI

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Learn about AI automation

About Aerion

Aerion is an extension for your product management software that supercharges your workflow with budget, cost- and team capacity management and billing.

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Related categories

Time Tracking Software

About Microsoft SharePoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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