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Connect Financial Cents and Microsoft SharePoint to unlock the power of automation

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How Zapier works

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

Select a trigger from Financial Cents

A trigger is an event that starts your Zap and runs the workflow. For example, with Financial Cents, a trigger could be "New Client."
A trigger is the event that kicks off your automated workflow.

Setup an action from Microsoft SharePoint

An action is what takes place after the automation is triggered. For example, with Microsoft SharePoint, the action could be "Delete List Item."
An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Financial Cents to Microsoft SharePoint

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Triggers and actions are the main components of every automated workflow.

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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

Make work flow with AI

Level up your Financial Cents 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
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Connect Financial Cents 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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

  • Financial Cents triggers, actions, and search
    New Client

    Triggers when a new client is created.

    Trigger
    Instant
    Try It
    • Display Name
      Required
    • Contact Name
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    Action
    Write
    • Template
      Required
    • Client ID
      Required
    • Zapier Date
    Action
    Write
    • Contact Name
      Required
    Action
    Search
  • Financial Cents triggers, actions, and search
    New Contact

    Triggers when a new contact is created.

    Trigger
    Instant
    Try It
    • Client ID
      Required
    • Contact Name
      Required
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    • Notes
    Action
    Write
    • Contact ID
      Required
    • Contact Name
      Required
    • Contact Email
    • Contact Phone
    • Contact Mobile
    • Contact Address
    • Notes
    Action
    Write
    • Contact Name
      Required
    Action
    Search

Learn how to automate Financial Cents on the Zapier blog

Learn how to automate Microsoft SharePoint on the Zapier blog

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financial-cents logo
About Financial Cents
Financial Cents is a project and customer management software for bookkeepers and accountants
Learn more
Related categories
  • Project Management
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sharepoint logo
About Microsoft SharePoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
Help
Related categories
  • Microsoft
  • Team Collaboration

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

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