Wild Apricot + Sharepoint Integration

Integrate Sharepoint to Wild Apricot in one click, or tell Integrately AI how you want each contact handled. Upload files, create contacts, generate invoices, and log activity automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Wild Apricot
    Membership is lapsed in Wild Apricot Instant
  • Wild Apricot
    Membership is created in Wild Apricot Instant
  • Wild Apricot
    Contact is created in Wild Apricot
  • Wild Apricot
    Event registration is created in Wild Apricot
  • Wild Apricot
    Payment is created or updated in Wild Apricot
  • Wild Apricot
    Invoice is created in Wild Apricot
  • Wild Apricot
    Audit log item is created in Wild Apricot
  • Wild Apricot
    Refund is Created or updated in Wild Apricot
  • Sharepoint
    File is created in folder in Sharepoint
  • Sharepoint
    Folder is created in Sharepoint
Arrow Right
2.
  • Wild Apricot
    Get membership by ID in Wild Apricot
  • Wild Apricot
    Create contact in Wild Apricot
  • Wild Apricot
    Search contact in Wild Apricot
  • Wild Apricot
    Update contact in Wild Apricot
  • Wild Apricot
    Delete contact in Wild Apricot
  • Wild Apricot
    Create event in Wild Apricot
  • Wild Apricot
    Clone event in Wild Apricot
  • Wild Apricot
    Create event registration in Wild Apricot
  • Wild Apricot
    Create event registration type in Wild Apricot
  • Wild Apricot
    Check-in event attendee in Wild Apricot
  • Wild Apricot
    Create invoice in Wild Apricot
  • Sharepoint
    Create list in Sharepoint
  • Sharepoint
    Create list item in Sharepoint
  • Sharepoint
    Search site 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 Workflows Ready Workflows for Sharepoint + Wild Apricot Integration

Create contacts from files, track memberships, generate invoices, update records, and notify teams, all in just one click.

Most popular automationmost-popular-automations
  • 1of1
Got a different task in mind? Describe it

Got a different automation in mind? Describe it and let Integrately AI build it for you.

Connect more apps to your Sharepoint + Wild Apricot flow

Send notifications, process payments, and sync member data across your favorite tools after every workflow finishes. Pick a combination and activate it in one click.

Wild Apricot
Sharepoint
+
MailchimpMailchimp (4)
+
EventbriteEventbrite (3)
+
QuickBooks OnlineQuickBooks Online (3)
+
SlackSlack (3)
+
StripeStripe (3)
+
ZoomZoom (3)
W
S
M
Add every new Wild Apricot contact to Mailchimp, and upload the source file in Sharepoint
Wild Apricot contacts appear in Mailchimp instantly while the document is safely stored in Sharepoint.
S
W
M
When a file is created in Sharepoint, create a Wild Apricot contact and update Mailchimp
New Sharepoint files automatically trigger contact creation in Wild Apricot and subscriber updates in Mailchimp.
W
S
M
When a Wild Apricot membership lapses, archive the file in Sharepoint and remove the subscriber in Mailchimp
Lapsed memberships trigger file archiving in Sharepoint and subscriber removal in Mailchimp.
W
S
M
When a payment is updated in Wild Apricot, create a list in Sharepoint and send a campaign in Mailchimp
Payment updates create organized Sharepoint lists and notify subscribers via Mailchimp.

Supported triggers and actions for Wild Apricot and Sharepoint

Mix and match to build the exact automation you need

Wild Apricot
Wild Apricot Triggers & Actions
Instant
Membership is lapsed in Wild Apricot
Activates when a member's subscription expires
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Instant
Membership is created in Wild Apricot
Triggers the automation when a membership is created
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Contact is created in Wild Apricot
Triggers the automation when a new contact is created
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Event registration is created in Wild Apricot
Triggers the automation when someone registers for any event
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Payment is created or updated in Wild Apricot
Triggers the automation when a payment is created or updated
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Invoice is created in Wild Apricot
Triggers the automation when any invoice is added or modified
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Audit log item is created in Wild Apricot
Triggers the automation when a new record is added to the audit log
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Refund is Created or updated in Wild Apricot
Triggers the automation when a refund is created or updated
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Get membership by ID in Wild Apricot
Retrieves membership details using a unique identifier
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Create contact in Wild Apricot
Adds a new contact to the database
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Search contact in Wild Apricot
Finds and retrieves contact information
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Update contact in Wild Apricot
Updates contact information with new details
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Delete contact in Wild Apricot
Removes a contact from the address book
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Create event in Wild Apricot
Adds a new contact to the contact list
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Clone event in Wild Apricot
Creates a duplicate of an existing board with all settings and elements
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Create event registration in Wild Apricot
Registers a participant for an event
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Create event registration type in Wild Apricot
Defines a new type of event registration
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Check-in event attendee in Wild Apricot
Check-in the attendee to a event
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Create invoice in Wild Apricot
Generates invoices for sales transactions
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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
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Create list in Sharepoint
Generates a new list
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Create list item in Sharepoint
Adds a new item to a list
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Search site in Sharepoint
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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
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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
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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 Sharepoint + Wild Apricot?

Streamline your document management and membership operations with robust automated workflows.

What you can automate?
🔄
Sync Sharepoint files with Wild Apricot contacts
Automatically create a Wild Apricot contact whenever a new file is created in a Sharepoint folder, eliminating manual data entry.
📄
Capture every submitted form and document field
Map all available Sharepoint document properties and Wild Apricot contact fields accurately instead of transferring just basic names.
🔔
Alert your team instantly upon contact creation
Send immediate notifications to your staff whenever a new member registers or uploads documentation.
🔀
Route records based on membership tier or payment
Perform different follow-up actions depending on whether a contact's membership is active, lapsed, or newly created.
📝
Keep records updated as membership details change
Automatically update contact information and invoices across both platforms whenever changes occur.
🛡️
Search and update instead of creating duplicates
Check existing records in Wild Apricot before creating new entries, keeping your database clean and organized.
💳
Manage payments, invoices, and refunds seamlessly
Trigger automated document searches and record updates whenever payments, invoices, or refunds are processed in Wild Apricot.
💬
Extend your workflow to team communication apps
Connect your Sharepoint and Wild Apricot core flow with Slack or other tools to keep everyone in the loop.
And much more...

Who is Sharepoint + Wild Apricot integration for?

Membership organizations, event planners, and administrators eliminate manual data entry, keeping membership records and document storage perfectly synchronized across both platforms.

Data Analysts
Data Analysts
Membership Coordinators
Membership Coordinators
Program Directors
Program Directors
Event Registration Managers
Event Registration Managers
Finance Administrators
Finance Administrators
Compliance Officers
Compliance Officers
📈
Data Analysts
You're compiling membership reports from Sharepoint folders, but your records only update when someone manually exports contacts, so the analytics you review are always outdated — automating both apps means every new contact and file lands instantly and your database stays current.
Membership Coordinators
You need to act fast when new member documents arrive, but manual checks leave applications sitting in Sharepoint folders for days — this integration means every document upload instantly triggers contact creation and team alerts.
🤝
Program Directors
You answer to stakeholders who want to see real-time progress on event registrations and member documents, but manual tracking creates blind spots — connecting these apps means your files and contact records match effortlessly.
📋
Event Registration Managers
The volume of member sign-ups is too high for anyone to keep up by hand, leading to missed invoices and lost records — automating these workflows means every payment and registration updates your files instantly.
💼
Finance Administrators
You own the billing workflow and depend on upstream team members to hand over payment details, but invoices often get delayed in storage — this integration means every financial update automatically connects documents and records.
🗂️
Compliance Officers
You need a reliable audit history of every membership change and document upload, but manual entry keeps leaving gaps in your logs — automating this process means every transaction and file is recorded accurately.
Our team

Ready Workflows Did you know?

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

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Why choose Integrately to automate Wild Apricot + Sharepoint

Build and manage your Wild Apricot + 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 Wild Apricot + 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
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3
Automation is ready
Setup an action from Trello
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in $19.99
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in $19.99

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Frequently Asked Questions

How do I connect Sharepoint to Wild Apricot?
Frequently Asked Questions
Connecting Sharepoint to Wild Apricot is simple and fast using 1-click setup or Integrately AI. You can link your tools along with Mailchimp, Slack, and Zoom without any coding.
Can I automatically create Wild Apricot contacts when a file is created in Sharepoint?
Frequently Asked Questions
Can I connect Sharepoint, Wild Apricot, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Sharepoint and Wild Apricot?
Frequently Asked Questions
How does Sharepoint handle file uploads in automations?
Frequently Asked Questions
How are contacts created in Wild Apricot during an integration?
Frequently Asked Questions
Can I automate workflows between Sharepoint and Wild Apricot without coding?
Frequently Asked Questions
Is the Sharepoint and Wild Apricot integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Sharepoint or Wild Apricot With 1500+ Other Apps

Sharepoint
Popular Sharepoint Integrations
Connect document storage and cloud collaboration tools to organize files and streamline team workflows.
Wild Apricot
Popular Wild Apricot Integrations
Sync membership management software with CRM, billing, and marketing platforms to scale your organization.