Connect Recras and Microsoft Sharepoint to Build Intelligent Automations
Choose a Trigger
When this happens...
New Booking
New Contact
Invoice Sent
New Start Moment
New Attachment
New Company
Update Payment Method
Update Booking
New BookProcess
Update BookProcess
New Contact Form
Update Contact Form
New Customer
Update Customer
New Discount Code
Update Discount Code
New Qualification
Update Qualification
New Location
Update Location
New Material
Update Material
New PdfTemplate
Update PdfTemplate
New ProductGroup
Update ProductGroup
New Standard Attachment
Update Standard Attachment
New Start Moment Group
Update Start Moment Group
New Status reminder
New Voucher
New VoucherTemplate
Update VoucherTemplate
Choose an Action
Automatically do this!
Create a list
Create a List Item
Update List Item
Delete List Item
Find List Item
Ready to use Recras and Microsoft Sharepoint automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggers when a new booking is created.
New Contact
Triggers when a new contact is created.
Invoice Sent
Triggers when an invoice is (marked as) sent.
New Start Moment
Triggers when a new start moment is created.
New Attachment
Triggers when a new attachment is created.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your Recras integrations.
Create Start moment
Creates a start moment in recras.
Update Start moment
Updates a start moment in recras.
Create a list
Create a new list
Create a List Item
Creates a new List Item.
Update List Item
Update an existing list item.
Delete List Item
Delete an existing list item.
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Step by step guides to integrate Recras and Microsoft Sharepoint
Frequently Asked Questions
To start, connect both your Recras and Microsoft Sharepoint accounts to viaSocket. Once connected, you can set up a workflow where an event in Recras triggers actions in Microsoft Sharepoint (or vice versa).
Absolutely. You can customize how Recras data is recorded in Microsoft Sharepoint. This includes choosing which data fields go into which fields of Microsoft Sharepoint, setting up custom formats, and filtering out unwanted information.
The data sync between Recras and Microsoft Sharepoint typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Recras and Microsoft Sharepoint. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Microsoft Sharepoint
Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.
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