Beacon + Microsoft SharePoint

Create records in Beacon for each new list item in Microsoft SharePoint

Simplify your work with this workflow that connects Microsoft SharePoint and Beacon. Whenever a new list item is added in SharePoint, a record will be instantly created in Beacon. This automation reduces manual data entry, ensuring that your Beacon records remain up-to-date with your SharePoint activity. Streamline your tasks and increase productivity with this efficient workflow.

When this happens...
New List Item
Triggers when a new item is created in a list.
TriggerPolling
automatically do this!
Create Record
Creates a new record (of any kind) in Beacon.
ActionWrite

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Supported triggers and actions

- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- Site
- FolderRequired
Trigger
Polling
Try It
- SiteRequired
- ListRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination siteRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write

- Site
- SharePoint URLRequired
- Allow editing
Action
Write
- Site
- Parent folderRequired
- Folder nameRequired
Action
Write

- Site
- Template
- List's nameRequired
- Description
Action
Write
- SiteRequired
- PageRequired
Action
Write
- Site
- FolderRequired
- File's nameRequired
- Should we overwrite the file?
- New FileRequired
Action
Write
- Site
- FolderRequired
- NameRequired
Action
Search
- Site
- FolderRequired
- Include detailed metadata
Action
Search
- WorkflowRequired
Trigger
Instant
Try It
- Record typeRequired
- Record IDRequired
Action
Write
- Email or IDRequired
Action
Search

- Site
Trigger
Polling
Try It
- Site
- ListRequired
Trigger
Polling
Try It
- Site
- Folder
Trigger
Polling
Try It
- Info
- Site
- FilterRequired
Trigger
Polling
Try It
- Info
- File or folderRequired
- Destination folder pathRequired
- Overwrite if exists
Action
Write
- Site
- ListRequired
- IdRequired
- E Tag
Action
Write
- Site
- ListRequired
Action
Write
- Info
- FileRequired
- FolderRequired
- Overwrite
Action
Write
- Site
- ListRequired
- Item IDRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Site
- ListRequired
Action
Search
- Site
Action
Search
- Record typeRequired
Action
Write
- Record typeRequired
Action
Search
- Record typeRequired
Action
Search or write

About Beacon

Beacon is the modern CRM for charities. It's easy to use, cloud-based, and flexible enough for anything.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About Microsoft SharePoint

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

Beacon + Microsoft SharePoint

Create records in Beacon for each new list item in Microsoft SharePoint

Supported triggers and actions

New File in Folder

New File in Subfolders

New or Updated File

Updated List Item

Copy File or Folder (Across Sites)

Create Anonymous Sharing Link

Create Folder

Create a list

Publish Page

Upload a File

Find File

Get Folder Contents

Workflow Action

Update Record

Find User

New List

New List Item

New or Updated Folder

New or Updated List

Copy File or Folder (Within Site)

Delete List Item

Create List Item

Move File

Update List Item

API Request (Beta)

Find List Item

Get Site Information

Create Record

Find Record

Find or Create Record

About Beacon

Related categories

Similar apps

Zapier Interfaces

About Microsoft SharePoint

Related categories