UpperBee + Microsoft SharePoint Integrations, Built by an AI Agent
Put UpperBee + Microsoft SharePoint to work with AI and enterprise-grade automation
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Workflows you can build between UpperBee and Microsoft SharePoint
See the kind of workflows teams build with UpperBee and Microsoft SharePoint below — describe the exact one you want above and the Agent builds it on demand.
UpperBee + Microsoft SharePoint
When a lease is cancelled in UpperBee, document the cancellation and update property records in Microsoft SharePoint.
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Assign follow-up tasks for overdue invoices
When an invoice becomes overdue in UpperBee, automatically create a high-priority task in Microsoft SharePoint for account managers to follow up.
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Post team updates when client payments arrive
When a payment is received in UpperBee, automatically share a celebratory post in Microsoft SharePoint to keep team members informed.
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Generate accounting invoices from completed tasks
When a project task is assigned or completed in Microsoft SharePoint, automatically create a draft invoice in UpperBee ready for client billing.
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Browse the full workflow library →
Looking to achieve something else with UpperBee and Microsoft SharePoint?
Just describe what you need — the Agent researches both APIs and builds the real automation on demand.
Try Knit FreeTriggers & actions for UpperBee and Microsoft SharePoint
Everything UpperBee and Microsoft SharePoint can do inside a workflow — the triggers that start one and the actions that run when it fires.
UpperBee Explore UpperBee →
UpperBee is a property management and accounting software tailored for managing multi-family residential communities, condominiums, and rental properties.
TriggersTriggers when the status of a lease's renewal changed. The possible values for Status output field are as follows: Accepted, InDispute, Rejected, Canceled or AutoRenewed.
Triggers when the lease of an external rental lead is assigned. Possible value for Status output field is "Assigned".
Triggers when the lease of an external rental lead is cancelled. Possible value for Status output field is "Cancelled".
Triggers when the lease of an external rental lead has ended. Possible value for Status output field is "Ended".
Triggers when the lease of an external rental lead is sent for a signature. Possible value for Status output field is "SentForSignature".
Triggers when the lease of an external rental lead is signed. Possible value for Status output field is "Signed".
Creates a document (invoice, credit note) in DocumentReception for a property/company.
Creates a rental lead.
Microsoft SharePoint Explore Microsoft SharePoint →
Microsoft SharePoint is a web-based collaboration platform that enables organizations to store, share, organize, and manage documents across enterprise teams.
TriggersTriggers when a new file is created in the selected folder (excludes subfolders).
Triggers when a new file is added to any first-level subfolder of the selected folder. Files added directly to the selected folder do not trigger.
Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.
Triggers when a new list is created.
Triggers when a new item is created in a list.
Triggers when a file is created or updated in the selected folder (excludes subfolders).
Copies a file or folder within or across sites.
Create new folder in selected document library.
Creates a new list in a site.
Creates a new item in a list.
Creates a new site page in SharePoint.
Send a sharing invitation to specific recipients for a file or folder.
Other Accounting apps on Knit
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4Pay
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Aarven
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AccountEdge
AccountEdge is desktop accounting software that manages sales, purchases, inventory, payroll, and financial reporting for small businesses.
AccountGroove
AccountGroove is a cloud-based invoicing and billing platform designed to streamline client account management and financial tracking.
AccountingSuite
AccountingSuite is a business management software combining cloud accounting, inventory control, and order fulfillment capabilities into one platform.
AdminPulse
AdminPulse is a practice management and time tracking software developed specifically for accounting and bookkeeping professionals.
AdvicePay
AdvicePay is a billing and payment processing platform tailored specifically for fee-for-service financial planning advisors.
AffiniPay
AffiniPay is an online payment processing platform tailored for professional services firms to accept credit cards and eChecks.
Other Team Collaboration apps on Knit
Explore more Team Collaboration integrations you can automate with Knit — or describe a custom workflow and the Agent builds it.
Approval Studio
An online artwork proofing and design review tool that streamlines document approval workflows for creative teams.
Approveit
Approveit is an operations approval workflow platform that automates internal requests and compliance approvals directly within messaging channels.
Assembly
Assembly is a workplace engagement and recognition platform designed to reward employees and foster team collaboration.
Atarim
Atarim is a visual feedback and workflow management platform designed for web agencies, developers, and clients to collaborate on websites.
Beekeeper
Beekeeper is a team collaboration and mobile communication platform designed to connect frontline employees with operational news and workplace tools.
beSlick
A process and task management tool that helps teams document standard procedures and track daily operational workflows.
Blink
Blink is an employee app and frontline collaboration platform that connects workforce teams through newsfeeds, messaging, and access to documents.
BlogIn
BlogIn is an internal company blog software that acts as an internal knowledge base and team news sharing tool.
Customer Stories
See how leading technology firms are scaling their operations
Amazing Product With Exceptional Support from the team. By using Knit we managed to speed up our development by orders of magnitude.
A brilliant tool to let you seamlessly integrate with many different systems. It is very easy to integrate with and customer support is next level.
Seamless integration experience. Well-documented, self-explanatory APIs, and excellent service and support.
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
Knit shipped a brand-new Timesheet API in a week and handed us a ready-to-use NetSuite sandbox. That velocity is priceless when you're running payroll in 40+ countries.
#1 in Ease of Integrations
4.9 out of 5 stars on G2
Common questions about UpperBee + Microsoft SharePoint
Is there a pre-built UpperBee + Microsoft SharePoint automation?
Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches UpperBee and Microsoft SharePoint's public API docs (or your own uploaded docs) and builds a working automation.
Does this require a pre-built UpperBee or Microsoft SharePoint connector?
No. The Agent works whether or not UpperBee or Microsoft SharePoint already has a pre-built connector in Knit's catalog — it researches the real API surface either way.
How long does it take to build?
Minutes to build a first working version, not weeks — you test it against real data before it goes anywhere near production.
Why connect financial software like UpperBee to project collaboration tools like Microsoft SharePoint?
It alerts project managers about payment statuses and overdue accounts directly where they manage day-to-day operations, avoiding financial delays.
Can team tasks in Microsoft SharePoint prompt financial updates in UpperBee?
Yes, completing or assigning specific tasks in Microsoft SharePoint can automatically prompt the creation of invoices or expenses in UpperBee.