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Integrate Financial Cents with Microsoft SharePoint to automate your work

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1. Choose a Trigger

An event that starts an automation

2. Choose an Action

The event an automation performs after it's triggered

Endless possibilities

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

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

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

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

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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

Set up your first integration

Quickly connect Financial Cents to Microsoft SharePoint with a Zapier template.

Our most popular template

Create folders in Microsoft Sharepoint for new clients created in Financial Cents
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Details
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Financial Cents + Microsoft SharePoint
Create new Microsoft SharePoint folders for new clients in Financial Cents
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Financial Cents + Microsoft SharePoint

Create folders in Microsoft Sharepoint for new clients created in Financial Cents

Premium

Financial Cents + Microsoft SharePoint

Create new Microsoft SharePoint folders for new clients in Financial Cents

Premium

Financial Cents + Microsoft SharePoint

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.

Illustration of AI enhancing Zapier workflows with automation and app integrations.

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.

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

With Zapier's 7,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger

Start here

Start here

Choose an Action

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
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
- Title
  Required
Action
Search

- Contact Name
  Required
- Client ID
  Required
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
- Notes
Action
Search or write
- Site
Trigger
Scheduled
Try It

- Site
- List
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Info
- Site
- Filter
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
- Contact Name
  Required
Action
Write
- Site
- Template
- Contact Name
  Required
- Description
Action
Write
- Site
  Required
- Page
  Required
Action
Write
- Site
- Folder
  Required
- Contact Name
  Required
- Overwrite
- New File
  Required
Action
Write
- Site
- Folder
  Required
- Contact Name
  Required
Action
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
- Contact Name
  Required
- Display Name
  Required
- Contact Name
- Contact Email
- Contact Phone
- Contact Mobile
- Contact Address
Action
Search or write
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
- Folder
  Required
Trigger
Scheduled
Try It
- Site
  Required
- List
  Required
Trigger
Scheduled
Try It
- Site
- List
  Required
- Id
  Required
- ETag
Action
Write
- Site
- List
  Required
Action
Write
- Info
- File
  Required
- Folder
  Required
- Overwrite
Action
Write
- Site
- List
  Required
- Id
  Required
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Site
- List
  Required
Action
Search

About Financial Cents

Financial Cents is a project and customer management software for bookkeepers and accountants

Learn more Help

Related categories

Project Management

About Microsoft SharePoint

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

Related categories

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

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