Connect Maxio to Microsoft SharePoint
Trigger an automatic workflow in Microsoft SharePoint the moment something happens in Maxio. Commercient Pulse handles the handoff in real time.
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Most popular Maxio + Microsoft SharePoint Pulses
When a new subscription is created in Maxio, Pulse automatically attaches the Document in Microsoft SharePoint.
When an invoice is generated in Maxio, Pulse automatically attaches the Document in Microsoft SharePoint.
When a payment fails in Maxio, Pulse automatically attaches the Document in Microsoft SharePoint.
When a document is shared in Microsoft SharePoint, Pulse automatically updates the matching Subscription in Maxio.
When a new document is uploaded in Microsoft SharePoint, Pulse automatically updates the matching Subscription in Maxio.
When a document is updated in Microsoft SharePoint, Pulse automatically updates the matching Subscription in Maxio.
*Pulses may vary based on your platform specifications
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With Commercient, you can automate everything from a single webhook trigger to complex, multi-system event flows.
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About Maxio
Maxio is a finance operations platform used to manage billing, invoicing and payments.
About Microsoft SharePoint
Microsoft SharePoint is a cloud storage platform used to store and share documents and files.
Frequently asked questions (FAQs)
A Pulse workflow starts from a specific event in Maxio, such as a subscription is upgraded, and runs a single defined action in Microsoft SharePoint each time that event fires. Exact triggers and actions are configured per workflow.
Yes. Pulse listens for the event in Maxio and pushes the update to Microsoft SharePoint as soon as it happens, rather than waiting for a scheduled batch sync. Typical delivery is near-instant, depending on the source platform's webhook or event support.
Yes, though it runs as a separate one-way workflow in the other direction. Commercient can set up a second Pulse trigger so that when a document is updated in Microsoft SharePoint, the update flows back into Maxio automatically.
Pulse workflows are event-driven, so they react as soon as Maxio emits the triggering event. Reaction time is typically within seconds, depending on how quickly Maxio delivers the event.
No. Pulse workflows are configured, not coded. Commercient sets up the trigger in Maxio and the matching action in Microsoft SharePoint for you, so no in-house development work is required.