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Customize your Deal Cloud and Microsoft Sharepoint integration with the following
triggers and actions.
Triggers
When this happens…
Deal Cloud
- New/updated record (Batch)New or updated record in DealCloud (Batch)
Any other trigger you can think up
Microsoft Sharepoint
- New row in sharepoint listNew row in Sharepoint list
- New/updated file in folder hierarchyNew/updated file in Microsoft Sharepoint folder hierarchy
- New or updated fileNew or updated file in Microsoft Sharepoint folder
- New/updated row in Sharepoint listNew/updated row in Sharepoint list
Any other trigger you can think up
Actions
Do this…
Deal Cloud
- Search records (Advanced)Search records (Advanced) in DealCloud
- Create recordCreate record in DealCloud
- Create record (Bulk)Create record in DealCloud (Bulk)
- Custom actionCustom action in DealCloud
- Delete recordDelete record in DealCloud
- Get record details by IDGet record details by ID in DealCloud
- Search recordsSearch records in DealCloud
- Update recordUpdate record in DealCloud
- Update record (Bulk)Update record in DealCloud (Bulk)
Any other action you can think up
Microsoft Sharepoint
- Custom actionCustom action in Microsoft Sharepoint (Custom)
- Add row in sharepoint listAdd row in Sharepoint list
- Copy fileCopy a file in Sharepoint
- Create folderCreate folder in Sharepoint library
- Create rows BatchCreate rows in Sharepoint list
- Delete file or folder from libraryDelete a file or a folder from Microsoft Sharepoint library
- Delete rowDeletes a row in Sharepoint list
- Download attachmentDownload attachment in Sharepoint list
- Download file from libraryDownload file from Microsoft Sharepoint library
- Get file and folder detailsGet details of a file or folder in Sharepoint
- Get file or folder permissions BatchGet permission details of a file or a folder in Microsoft Sharepoint
- List files and folders within a folder BatchList files and folders within a folder in Microsoft Sharepoint
- Move fileMove a file in Sharepoint
- Rename file or folderRename a file or a folder in Sharepoint
- Search file by name BatchSearch file in Sharepoint library
- Search list items BatchSearch item in Microsoft Sharepoint list
- Search users BatchSearch users in Microsoft Sharepoint library
- Update file using file contentsUpdate file in Microsoft Sharepoint library
- Update file metadataUpdate file metadata in Sharepoint library
- Update rowUpdates a row in Sharepoint list
- Update rows BatchUpdate rows in Sharepoint list
- Upload attachmentUpload attachment in Sharepoint list
- Upload file in libraryUpload file into a folder in Sharepoint library
Any other action you can think up
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