Service Provider Pro + Sharepoint Integration

Integrate Service Provider Pro to Sharepoint in one click, or tell Integrately AI how you want each order handled. Set up project spaces, organize client files, notify your team, and keep your records structured without manual data entry.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Service Provider Pro
    Order is created in Service Provider Pro Instant
  • Service Provider Pro
    Order status is changed in Service Provider Pro Instant
  • Service Provider Pro
    Tag is added to order in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is paid in Service Provider Pro Instant
  • Service Provider Pro
    Invoice is refunded in Service Provider Pro Instant
  • Service Provider Pro
    Account is created in Service Provider Pro Instant
  • Service Provider Pro
    Form is submitted in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is cancelled in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is paid in Service Provider Pro Instant
  • Service Provider Pro
    Subscription is failed in Service Provider Pro Instant
  • Service Provider Pro
    Message is posted in Service Provider Pro Instant
  • Service Provider Pro
    Ticket is created in Service Provider Pro Instant
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • Sharepoint
    Search site in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create folder in Sharepoint
  • Sharepoint
    Search folder by name in Sharepoint
  • Sharepoint
    Upload file in Sharepoint
  • Sharepoint
    Search file by name in Sharepoint
  • Sharepoint
    Download file in Sharepoint
  • Sharepoint
    Create a shareable link of the File/Folder in Sharepoint

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Ready WorkflowsReady Workflows   for Service Provider Pro + Sharepoint Integration

Create folders, organize documents, sync client orders, and update storage records, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Service Provider Pro + Sharepoint flow

Connect customer data to your CRM, alert your team on messaging apps, log payments, and manage downstream tasks. Pick a combination and activate it in one click.

Service Provider Pro
Sharepoint
+
StripeStripe (4)
+
SlackSlack (4)
+
HubSpotHubSpot (4)
+
GmailGmail (4)
+
QuickBooks OnlineQuickBooks Online (4)
+
AsanaAsana (4)
S
S
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When an invoice is paid in Service Provider Pro, create a Sharepoint folder and record the transaction in Stripe
Paid invoices trigger a new Sharepoint folder and update Stripe automatically, removing manual record keeping.
S
S
S
When a subscription is paid in Service Provider Pro, upload the receipt to Sharepoint and update Stripe
Subscription payments instantly upload files to Sharepoint and sync payment data in Stripe.
S
S
S
When a subscription fails in Service Provider Pro, log it in Sharepoint and update Stripe
Failed payments create a tracking list item in Sharepoint and flag the customer in Stripe.
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S
S
When an invoice is refunded in Service Provider Pro, search Sharepoint folders and issue a refund in Stripe
Refunded invoices locate the correct Sharepoint folder and process the refund in Stripe.

Supported triggers and actions for Service Provider Pro and Sharepoint

Mix and match to build the exact automation you need

Service Provider Pro
Service Provider Pro Triggers & Actions
Instant
Order is created in Service Provider Pro
Triggers the automation when a new order is created
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Instant
Order status is changed in Service Provider Pro
Triggers the automation when the order status changes
Try it →
Instant
Tag is added to order in Service Provider Pro
Triggers the automation when a tag is added
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Instant
Invoice is paid in Service Provider Pro
Triggers the automation when an invoice is marked as paid
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Instant
Invoice is refunded in Service Provider Pro
Triggers the automation when an invoice is refunded
Try it →
Instant
Account is created in Service Provider Pro
Triggers the automation when a new account is created
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Instant
Form is submitted in Service Provider Pro
Triggers the automation when a form is filled
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Instant
Subscription is cancelled in Service Provider Pro
Triggers the automation when a subscription is cancelled
Try it →
Instant
Subscription is paid in Service Provider Pro
Triggers the automation when a subscription fee is successfully paid
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Instant
Subscription is failed in Service Provider Pro
Triggers the automation when a subscription payment has failed
Try it →
Instant
Message is posted in Service Provider Pro
Triggers the automation when a message is posted
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Instant
Ticket is created in Service Provider Pro
Triggers the automation when a new ticket is created
Try it →
No action is available
Sharepoint
Sharepoint Triggers & Actions
File is created in folder in Sharepoint
Triggers the automation when a particular action in the workflow fails
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Folder is created in Sharepoint
Triggers the automation when a new folder is created
Try it →
Search site in Sharepoint
Try it →
Create list item in Sharepoint
Adds a new item to a list
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Create list in Sharepoint
Generates a new list
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Create folder in Sharepoint
Creates a new folder in the designated location
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Search folder by name in Sharepoint
Searches for a folder by its name
Try it →
Upload file in Sharepoint
Uploads a file to the particular location
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Search file by name in Sharepoint
Find files based on their names
Try it →
Download file in Sharepoint
Download files to a location
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Create a shareable link of the File/Folder in Sharepoint
Generates a shareable link for a file/folder
Try it →

What can you automate with Service Provider Pro + Sharepoint?

Streamline your client operations by connecting Service Provider Pro events directly to Sharepoint file management and list creation.

What you can automate?
📁
Create Sharepoint folders from new orders
Automatically generate a new folder in Sharepoint whenever an order is created in Service Provider Pro. Your document storage organizes client deliverables instantly.
📋
Capture every submitted form detail
Log custom form submissions from Service Provider Pro directly into Sharepoint list items. Keep all customer responses structured in a secure central database.
🔔
Notify teams upon ticket creation
Trigger instant Sharepoint record creation when a new support ticket is submitted in Service Provider Pro. Keep your support documentation accurate and up to date.
🔀
Route records based on order status
Perform different Sharepoint actions depending on whether an order status changes or a specific tag is added in Service Provider Pro. Tailor your workflows to exact business rules.
🔄
Keep storage updated as accounts change
Reflect account updates and subscription events from Service Provider Pro directly in your Sharepoint file directories. Maintain synchronized client records effortlessly.
🔍
Search and update existing folders
Locate folders by name in Sharepoint when subscription cancellations or invoice refunds occur in Service Provider Pro. Prevent duplicate folder creation and keep archives clean.
💳
Sync paid invoices with document storage
Create a secure shareable link in Sharepoint whenever an invoice is paid in Service Provider Pro. Provide clients and team members with instant file access.
💬
Extend flows to messaging apps
Combine Service Provider Pro and Sharepoint with Slack to notify your team the moment client documentation and folders are fully set up.
And much more...

Who is Service Provider Pro + Sharepoint integration for?

Agencies, operations managers, and client service teams looking to automate file organization and client record management across Service Provider Pro and Sharepoint.

Agency Owners
Agency Owners
Operations Managers
Operations Managers
Account Managers
Account Managers
Client Success Teams
Client Success Teams
Project Coordinators
Project Coordinators
Finance Administrators
Finance Administrators
📈
Agency Owners
You manage client orders in Service Provider Pro but client documents end up scattered across storage drives, so your team spends hours organizing files by hand — this integration means every new order automatically triggers a dedicated folder structure in Sharepoint and keeps your client data organized.
Operations Managers
You need to provision client storage the moment a payment clears, and manual setup delays project kickoffs — connecting these apps means every paid invoice instantly generates the required Sharepoint folders so project teams can begin work without delay.
🤝
Account Managers
You answer to clients who expect their files and deliverables organized promptly, and manual archiving causes bottlenecks — automating both apps means client submissions and orders update Sharepoint records instantly, keeping external stakeholders satisfied.
📊
Client Success Teams
The volume of new client accounts makes manual record keeping impossible to sustain, leading to missing storage links — this integration means every Service Provider Pro account creation populates Sharepoint lists automatically without manual effort.
⚙️
Project Coordinators
You depend on upstream order details to establish project repositories, and lags in communication stall your schedule — automating both apps means order data arrives in Sharepoint the second it is submitted, letting you start deliverables immediately.
🔍
Finance Administrators
You need reliable audit trails for every transaction and refund, but manual logging creates gaps in your records — connecting these apps means every refund or invoice payment updates Sharepoint files reliably, leaving a clear historical record.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

Tell us what type of automation you want to make?

Why choose Integrately to automate Service Provider Pro + Sharepoint

Build and manage your Service Provider Pro + Sharepoint automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Service Provider Pro + Sharepoint with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
Select Automation
Select a trigger from Google Sheets
2
Connect Accounts
Connect Accounts
That’s it! You just connected Google Sheets to Trello
3
Automation is ready
Setup an action from Trello
Price Comparison with Popular Alternatives
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😐
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in $19.99
Integrately
😍
2,000 Tasks
in $19.99

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Frequently Asked Questions

How do I connect Service Provider Pro to Sharepoint?
Frequently Asked Questions
You can connect Service Provider Pro to Sharepoint instantly using 1-click ready workflows or Integrately AI. Pair it with tools like Slack, HubSpot, and Gmail to streamline your agency operations.
Can I automatically create Sharepoint folders for every new Service Provider Pro order?
Frequently Asked Questions
Can I connect Service Provider Pro, Sharepoint, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Service Provider Pro and Sharepoint?
Frequently Asked Questions
How does Service Provider Pro handle order data during automation?
Frequently Asked Questions
How does Sharepoint manage files and folders in these workflows?
Frequently Asked Questions
Do I need coding skills to automate Service Provider Pro and Sharepoint?
Frequently Asked Questions
Is the Service Provider Pro and Sharepoint integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.

Want to automate something else in your workflow?

You Can Also Connect Service Provider Pro or Sharepoint With 1500+ Other Apps

Service Provider Pro
Popular Service Provider Pro Integrations
Connect Service Provider Pro to CRMs, billing platforms, and helpdesks to manage client operations.
Sharepoint
Popular Sharepoint Integrations
Sync Sharepoint with cloud storage, document management, and productivity tools to keep files organized.