How does the Abby Connect and SharePoint integration work?
The integration connects through Zapier. When Abby logs a new call or message, that data is automatically sent to Microsoft SharePoint. You can create or update lists or records in SharePoint using the Abby data, but you cannot send data back into Abby.
What information can be shared from Abby to SharePoint?
The integration sends call records and message details from Abby to SharePoint. Call records include data such as notes, caller ID, transfer number, and call time. Message fields can also include custom information like case type or location.
Can I create or edit data in Abby Connect from SharePoint?
No, this is a one-way integration. Information flows only from Abby Connect to SharePoint. You cannot update, create, or modify anything in Abby through Microsoft SharePoint or any other connected system.
What do I need to set up the Abby Connect and SharePoint link?
You need a Zapier account and your Abby Connect API key, which is found in my.abby.com under Settings, Integrations, Zapier. Through Zapier, you can choose triggers like New Call Record or New Message to send data to SharePoint.
What triggers are available for sending data to SharePoint?
Abby Connect supports two trigger types through Zapier: New Call Record and New Message. Once a trigger occurs, data from that record is sent to SharePoint, where you can automatically add it to a list, file, or workflow.
