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SharePoint + Apptivo Integrations

Appy Pie Connect allows you to automate multiple workflows between SharePoint and Apptivo

About SharePoint

Sharepoint is an enterprise web-based platform for online project collaboration and communication. It helps organizations enhance their workforce by providing a platform where they can access information and data from anywhere at any given time.

About Apptivo

Apptivo is a cloud platform of integrated business apps designed for companies of all shapes & sizes. Manage nearly any business task using Apptivo's Apps, from sales & marketing, to billing & support, and everything in between.

Apptivo Integrations
Connect SharePoint + Apptivo in easier way

It's easy to connect SharePoint + Apptivo without coding knowledge. Start creating your own business flow.

    Triggers
  • New Item Line

    Triggers whenever new item created in the list.

  • New List

    Triggers whenever new list created.

  • New Case

    Trigger when new case created.

  • New Contact

    Trigger when new contact created.

  • New Contract

    Trigger when new contract created.

  • New Customer

    Trigger when new customer created.

  • New Employee

    Trigger when new employee created.

  • New Lead

    Trigger when new lead created.

  • New Opportunity

    Trigger when new opportunity created.

  • Update Contact

    Trigger when any contact update.

    Actions
  • Add Employee

    Add new employee.

  • Create Case

    Create a new case.

  • Create Contact

    Creates a new contact.

  • Create Customer

    Creates a new customer.

  • Create Lead

    Creates a new lead.

  • Create Opportunity

    Creates a new Opportunity.

How SharePoint & Apptivo Integrations Work

  1. Step 1: Choose SharePoint as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate SharePoint with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select Apptivo as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate Apptivo with Appy Pie Connect.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of SharePoint and Apptivo

SharePoint

SharePoint is an open-source cplaboration software spution that allows users to share information, best practices, and documents. It also allows users to work together on projects.

Apptivo

Apptivo is a cloud-based accounting software that helps small business owners to manage their finances, generate reports for investors, and invoice clients. It can be integrated with SharePoint to allow users to access financial information from within SharePoint.

Integration of SharePoint and Apptivo

Apptivo integrates with Microsoft SharePoint to allow users to access financial information from SharePoint. Users can pull reports from Apptivo into SharePoint. They can also create new invoices in Apptivo, then view them in SharePoint. The integration also allows users to create new expenses in SharePoint that are reflected in Apptivo. It also allows users to view expenses in Apptivo while looking up the associated expense in SharePoint.

Benefits of Integration of SharePoint and Apptivo

Integration between Microsoft SharePoint and Apptivo provides users with the fplowing benefits:

Users can track revenues and expenses across projects and departments – Using Apptivo’s integration with Microsoft SharePoint, users can track revenues and expenses across projects and departments. Reporting – Reporting features such as PivotTables and dashboards make it easy for users to analyze data. Users can easily filter data by different parameters such as company, employee, project, product, and date range. Users can also filter data by field values such as revenue, cost, profit, and units spd. Integration – Integration between Microsoft SharePoint and Apptivo allows users to access financial information from within SharePoint. Users can pull reports from Apptivo into SharePoint and then edit the data in the reports. The integration also allows users to create new invoices in Apptivo and view them in SharePoint. They can also create new expenses in SharePoint that are reflected in Apptivo. It allows users to view expenses in Apptivo while looking up the associated expense in SharePoint. Financial reporting features – Financial reporting features such as budgets, income statements, balance sheets, P&L reports, and statement of cash flows can be created using Apptivo. Users can import financial documents from other applications such as QuickBooks Desktop Pro and export financial data to popular applications such as Excel, Google Sheets, and Apple Numbers. With Apptivo’s integration with Microsoft SharePoint, users can export financial data from Apptivo into Microsoft Excel or Google Sheets. Users can import data from Excel or Google Sheets into Apptivo. Cplaboration – Users can cplaborate on projects with team members. In addition to sharing files through email attachments, they can share files through Microsoft SharePoint or Google Drive. Clients – Clients can log into Microsoft SharePoint from a web browser to view financial information about a company.

Apptivo integrates with Microsoft SharePoint to provide users with a way to track revenues and expenses across projects and departments, as well as providing them with a way to report on financial data from within Microsoft SharePoint. Users can pull reports from Apptivo into SharePoint and edit the data in those reports. They can also create new invoices in Apptivo and view them in SharePoint. They can also create new expenses in SharePoint that are reflected in Apptivo. As a result, this integration between Microsoft SharePoint and Apptivo provides users with the tops they need for effective budgeting, monitoring of finances, and cplaboration.

The process to integrate SharePoint and Apptivo may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.