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Infusionsoft

Infusionsoft and Microsoft SharePoint Integration

Manage documents and send notifications on new content automatically.Gather leads into Infusionsoft, automate marketing and sales process. Do much more by connecting Infusionsoft and Microsoft SharePoint.

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Popular Integrations

  • Infusionsoft - New Contact Microsoft SharePoint - Send Group Email

    Send Group Email in Microsoft SharePoint on a New Contact in Infusionsoft

  • Infusionsoft - New Opportunity Microsoft SharePoint - Send Group Email

    Send Group Email in Microsoft SharePoint on a New Opportunity in Infusionsoft

  • Infusionsoft - New Tag added to Contact Microsoft SharePoint - Send Group Email

    Send Group Email in Microsoft SharePoint on a New Tag added to Contact in Infusionsoft

  • Microsoft SharePoint - New Task Infusionsoft - Send an Email

    Send an Email in Infusionsoft on a New Task in Microsoft SharePoint

  • Infusionsoft - New Contact Action Microsoft SharePoint - Add a Task

    Add a Task in Microsoft SharePoint on a New Contact Action in Infusionsoft

  • Infusionsoft - New Contact Action Microsoft SharePoint - Send Group Email

    Send Group Email in Microsoft SharePoint on a New Contact Action in Infusionsoft

  • Infusionsoft - Opportunity Stage Changed Microsoft SharePoint - Send Group Email

    Send Group Email in Microsoft SharePoint on a Opportunity Stage Changed in Infusionsoft

  • Infusionsoft - New Contact Microsoft SharePoint - Add a Task

    Add a Task in Microsoft SharePoint on a New Contact in Infusionsoft

Looking for something else?

Create your own Integration

Connect Infusionsoft and Microsoft SharePoint the way you want. Start by selecting the trigger and action events listed here.

When This Happens

TRIGGERS
  • Infusionsoft - Modified Opportunity

    Modified Opportunity

    Triggers when a Opportunity is modified
  • Infusionsoft - New Opportunity

    New Opportunity

    Triggers when a Opportunity is created
  • Infusionsoft - New Order

    New Order

    Triggers when a Order is created
  • Infusionsoft - New Invoice

    New Invoice

    Triggers when a new Invoice is created
  • Infusionsoft - Contact Modified

    Contact Modified

    Triggers when a contact is modified
  • Infusionsoft - New Note

    New Note

    Triggers when a new Note is created
  • Infusionsoft - New Company

    New Company

    Triggers when a new company is created in infusionsoft account
  • Infusionsoft - New Contact Action

    New Contact Action

    Triggers when a new Contact Action (tasks,appointments or notes) is created
  • Infusionsoft - New Contact

    New Contact

    Triggers when a new Contact is created
  • Infusionsoft - New Product

    New Product

    Triggers when a new Product is created
  • Infusionsoft - Company Modified

    Company Modified

    Triggers when a company is modified
  • Infusionsoft - New Tag added to Contact

    New Tag added to Contact

    Triggers when a new Tag is added to a Contact
  • Infusionsoft - New Task

    New Task

    Triggers when a new Task is created
  • Infusionsoft - Opportunity Stage Changed

    Opportunity Stage Changed

    Triggers when an Opportunity enters a specified stage
  • Infusionsoft - New Payment

    New Payment

    Triggers when a new Payment is created
  • Infusionsoft - New Subscription

    New Subscription

    Triggers when a new subscription is created
  • Infusionsoft - New Invoice Line Item

    New Invoice Line Item

    Triggers when there is a Invoice, for each line item. If there is an invoice with 5 line items, the Bot will run 5 times, each time with details of one line item.
  • Microsoft SharePoint - New Document

    New Document

    Triggers when a new Document is added to the selected Site's Document Library
  • Microsoft SharePoint - New Task

    New Task

    Triggers when a new Task is added to a particular Plan. Requires Admin Consent
  • Microsoft SharePoint - New Calendar Event for Group

    New Calendar Event for Group

    Triggers when a new Event is added to the Group Calendar. Requires Admin Consent
  • Microsoft SharePoint - New Group Email

    New Group Email

    Triggers when a new group email is received. Requires Admin Consent

Do this

ACTIONS
  • Microsoft SharePoint - Add a Task

    Add a Task

    Add a Task to a Bucket in Plan. Requires Admin Consent
  • Microsoft SharePoint - Send Group Email

    Send Group Email

    Send an email to a group for a site. Requires Admin Consent
  • Microsoft SharePoint - Add an Event to Group Calendar

    Add an Event to Group Calendar

    Add an Event to the selected Group Calendar. Requires Admin Consent
  • Microsoft SharePoint - Move a Task

    Move a Task

    Move a Task to the specified Bucket in a Plan. Requires Admin Consent
  • Microsoft SharePoint - Search Documents

    Search Documents

    Search Documents based on the Document ID or Document Name. Searches on Document Name look for case insensitive exact matches
  • Microsoft SharePoint - Search Sites

    Search Sites

    Search Sites based on the Site ID or Site Name. Searches on Site Name look for case insensitive exact matches
  • Infusionsoft - Add Or Update Contact (New)

    Add Or Update Contact (New)

    Create a new contact or update an existing one
  • Infusionsoft - Search an Invoice

    Search an Invoice

    Searches for invoices based on Contact Id or Invoice Id
  • Infusionsoft - Send an Email

    Send an Email

    Send an Email
  • Infusionsoft - Add or Update an Opportunity

    Add or Update an Opportunity

    Creates a new Opportunity or updates an existing one
  • Infusionsoft - Search a Contact

    Search a Contact

    Search for a contact based on Email Address
  • Infusionsoft - Search a Tag

    Search a Tag

    Searches for tags based on Tag Id or Tag name
  • Infusionsoft - Search a Product

    Search a Product

    Searches for products based on product Id or name
  • Infusionsoft - Add a Company

    Add a Company

    Creates a new Company
  • Infusionsoft - Add or Update a Product

    Add or Update a Product

    Creates a new Product or updates an existing one
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add an Order

    Add an Order

    Creates a new Order
  • Infusionsoft - Add a Note

    Add a Note

    Creates a new Note
  • Infusionsoft - Tag a Contact

    Tag a Contact

    Tags a Contact
  • Infusionsoft - Send Email From Template

    Send Email From Template

    Send email using templates in infusionsoft

Let's Integrate

Create your custom integration by selecting the Trigger event and Action to be performed.

Run Workflows

Typeform
Facebook Lead Ads
Wufoo

Forms

Infusionsoft Workflow
Microsoft SharePoint Workflow
Twitter
Facebook
Facebook Pages

Social

Connect Infusionsoft and Microsoft SharePoint with your other apps and run workflows across them. Trigger workflows automatically when things happen in any of the apps.

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