Microsoft SharePoint

Microsoft SharePoint

Microsoft SharePoint currently provides 8 triggers that can start a workflow and 16 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.

Productivity8 triggers16 actions

Triggers

(8)

New File in Folder

Fires when a new file is created or added in a specific folder.

New File in Subfolders

Fires when a new file is added anywhere in the first-level subfolders of a folder. Note: This trigger will not monitor subfolders created after the flow is activated.

New or Updated File

Triggers when a file is created or updated in a given folder.

New or Updated Folder

Triggers when a folder is created or updated (e.g., name change).

New List Item

Triggers when a new item is created in a SharePoint list.

Updated List Item

Fires when an existing item in a SharePoint list is updated.

New List

Triggers when a new list is created in a site.

New or Updated List

Triggers when a list is created or updated in a site.

Actions

(16)

Create Folder

Creates a new folder at path you specify.

Create List

Creates a new list.

Create List Item

Creates a new item in a list.

Update List Item

Updates an existing item in a list.

Delete List Item

Deletes an existing item from a list.

Find List Item

Finds a item in a list based on name.

Upload File

Uploads a new file at path you specify.

Publish Page

Publishes a SharePoint page, making it available to all users. If the page is checked out, it will be automatically checked in. Note: Pages with active approval flows will not publish until approval is complete.

Copy File or Folder (Across Sites)

Copy a file or folder from one site to another within the same tenant, with overwrite option.

Copy File or Folder (Within Site)

Copy a file or folder to another folder within the same site.

Move File

Move a file from one folder to another within the same drive.

Find File

Look up a file by its name or path.

Get Folder Contents

List all files and subfolders in a specified folder, optionally with detailed metadata.

Get Site Information

Fetch metadata of a SharePoint site (site ID, title, URL, description, etc.).

Find Site

Search for SharePoint sites by name and return matching results.

Custom API Call

Make a custom API call to a specific endpoint

What can you automate with Microsoft SharePoint and Coherence?

These recipes are generated from the triggers, actions, and categories currently available for this piece. Use them as starting points, then choose the exact fields, conditions, and records your workflow should update.

Bring Microsoft SharePoint activity into Coherence

Start from a supported Microsoft SharePoint event, then create or update the appropriate CRM, project, or custom record with the source context preserved.

Starts with

New File in Folder

Finishes with

Create or update a Coherence record

Act in Microsoft SharePoint from a Coherence workflow

Use a change in Coherence to run a supported Microsoft SharePoint action, so the next step follows the record instead of relying on someone to copy it.

Starts with

A Coherence record or workflow changes

Finishes with

Create Folder

Connect Microsoft SharePoint to the wider customer workflow

Combine Microsoft SharePoint with another integration and Coherence records to turn activity in one tool into an owned next step in the shared workspace.

Starts with

New File in Folder

Finishes with

Create Folder, then preserve the outcome in Coherence

How to connect Microsoft SharePoint

The exact authentication fields depend on Microsoft SharePoint. The workflow structure stays straightforward:

1

Connect the account

Authorize the Microsoft SharePoint account and permissions the workflow needs.

2

Choose a supported step

Select one of the current triggers or actions listed above and map its fields.

3

Test with a real record

Run a small test, inspect the result in both systems, and only then enable the workflow.

Related integrations for the same workflow

Explore apps that share a category with Microsoft SharePoint or provide a complementary trigger or action.

Microsoft SharePoint integration questions

What can I automate with the Microsoft SharePoint integration?

Microsoft SharePoint currently provides 8 triggers that can start a workflow and 16 actions a workflow can run. Use those building blocks to turn activity in one tool into an owned next step in the shared workspace.

How many Microsoft SharePoint triggers and actions are available?

Microsoft SharePoint currently lists 8 triggers and 16 actions in the integration catalog. The supported list is refreshed from the pieces available in Coherence, so review the capability names on this page before building a workflow.

Can Microsoft SharePoint connect to other apps through Coherence?

Yes. A workflow can combine supported Microsoft SharePoint triggers or actions with Coherence records and other available integrations. The exact flow depends on the authentication, permissions, triggers, and actions exposed by each connected app.

Do I need to write code to connect Microsoft SharePoint?

The listed triggers and actions are designed for visual workflows. If the pre-built integration does not expose a capability you need, HTTP and webhook steps can cover APIs that your team is authorized to use.

Ready to connect Microsoft SharePoint?

Start automating in minutes. No credit card required.