Scriptera
Invoice Ninja and Microsoft SharePoint automations — Sales & Leads
Ready-made scenarios where Invoice Ninja and Microsoft SharePoint work for you (sales & leads): pick one — a copy appears in your account and runs on its own.
6 scenarios
- New form responses in HubSpot — Customers in Invoice Ninja
- New records in Microsoft SharePoint — Customers in Invoice Ninja
- Updated records in Microsoft SharePoint — Customers in Invoice Ninja
- Personalised welcome emails right after payment
- Client onboarding from a questionnaire: project, tasks, channel, email, CRM
- A pre-meeting brief: last notes, open tickets, recent changes
