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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Senta and Microsoft SharePoint together. Build enterprise-grade automation in minutes.

Our most popular template

Create new folders in Microsoft SharePoint when new clients are added to Senta
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Senta + Microsoft SharePoint

Create new folders in Microsoft SharePoint when new clients are added to Senta

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Senta + Microsoft SharePoint

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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 Added" from Senta.

Add your action

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

You’re connected!

Zapier seamlessly connects Senta 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 Added
Triggers when a new client is added in Senta.
Trigger
Instant
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Job Cancelled
Triggers when a job is cancelled in Senta.
Trigger
Instant
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Job Created
Triggers when a job is created in Senta.
Trigger
Instant
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Job Becomes Ready
Triggers when a job becomes ready in Senta.
Trigger
Instant
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Time Record Created
Triggers when a time record is created in Senta.
Trigger
Instant
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- ClientName
  Required
- ProposalId
  Required
- ContactName
  Required
- ContactEmail
  Required
- ServiceName
- ServicePrice
- ProposalValue
- ProposalTags
- ProposalName
Action
Write
- Client Id
  Required
- Note
  Required
Action
Write

- Keywords
  Required
Action
Search
- Site
- Folder
  Required
Trigger
Polling
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- Site
- Folder
  Required
Trigger
Polling
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- Site
- Folder
  Required
Trigger
Polling
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- Site
  Required
- List
  Required
Trigger
Polling
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- 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

Client Updated in Senta
Triggers when a client is updated in Senta.
Trigger
Instant
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Job Completed
Triggers when a job is completed in Senta.
Trigger
Instant
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Job Becomes Overdue
Triggers when a job becomes overdue in Senta.
Trigger
Instant
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Job Updated
Triggers when a job is updated in Senta.
Trigger
Instant
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Time Record Updated
Triggers when a time record is updated in Senta.
Trigger
Instant
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Create a New Client
Create a new client in Senta
Action
Write
- Client Id
  Required
Action
Write
- Keywords
  Required
Action
Search or write
- Site
Trigger
Polling
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- 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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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

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

Learn about AI automation

About Senta

Senta is a cloud practice management software including marketing, workflow, email automation, secure documents and insights for accountants and bookkeepers.

Learn moreLearn moreHelpHelp

Related categories

Accounting

About Microsoft SharePoint

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

Learn moreLearn moreHelpHelp

Related categories

Microsoft Team Collaboration

Connect Senta and Microsoft SharePoint to power AI-driven automation

Launch your first automated workflow

Create new folders in Microsoft SharePoint when new clients are added to Senta

Create new folders in Microsoft SharePoint when new clients are added to Senta

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

Connect Senta and Microsoft SharePoint to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

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

Resolve incidents faster with automation

Make work flow with AI

Connect Senta to Microsoft SharePoint on the world's largest no-code automation platform