Flows
- 10 Minutes - Migrate Most Recent Login
- Check SharePoint Contact Folder Exists
- Check SharePoint Folder Exists
- Check Tax Form Folder Exists
- Create Folder in SharePoint
- Create SharePoint Site
- Daily - Migrate Contacts
- Daily - Migrate Contacts - No Doc Loc
- Daily - Update Entra Groups with Teams
- Delete File from SharePoint
- Process Contacts - Create SharePoint Site
- Process Contacts - Migration
- Process Contacts - Provision SharePoint Sites
- Provision Contact Folders
- Download File from SharePoint
- Get Files from SharePoint Details
- Get SharePoint File Editor
- HTTP - Load Content from SharePoint File
- Merge Migrated Folders
- Move Files in Practice Gateway SharePoint Sites
- Move Remaining Folders from CRMPortal
- On File Sent Via Email - Upload File to Practice Gateway
- On File Uploaded in Default Site Send Email
- On File Uploaded in MDA send email to Contacts
- On file uploaded in Practice Gateway send email to Team
- Provision SharePoint Sites
- Reset Contacts Document Locations
- Reset Contacts Documents
- Reset Location Data for Contacts
- Reset SharePoint Group Permissions for Contact
- Resolve Contacts with Multiple Document Locations
- Resolve Document Locations - Main Flow
- Restore Team Access to File
- Set DocumentLocation properties
- Set SharePoint Details for Document Location
- Share Collaboration Access to File
- Share Collaboration Access to File - MDA
- Update SharePoint Details for Record
- Upload File to SharePoint
- Document Security - Setup
- Util - Get File Content from Sharepoint
- Util - Get SharePoint Tracking Code
- Util - Load Content from SharePoint File
- Util - Reset Permissions for Contact Files
- Util - Reset Permissions for Contacts Folders
- On UK Tax Return created by User