File and Document Management

Microsoft SharePoint Online

30min
with microsoft sharepoint online modules in {{product name}} , you can monitor, retrieve, create, delete, and/or update items, lists, pages, sites, files, and or/folders in your microsoft sharepoint online account to use the microsoft sharepoint online modules, you must have a microsoft sharepoint online or office 365 e3 user account you can create a microsoft sharepoint online account at www microsoft com https //www microsoft com/en us/microsoft 365/sharepoint/compare sharepoint plans connect microsoft sharepoint online to {{product name}} it is only possible to establish a connection between make and microsoft sharepoint online user accounts for more information on the authorization code flow connection type used, see the microsoft oauth 2 0 authorization code flow documentation https //learn microsoft com/en us/azure/active directory/develop/v2 oauth2 auth code flow to establish the connection log in to your make account, add a microsoft sharepoint online module to your {{scenario singular lowercase}} , and click create a connection optional in the connection name field, enter a name for the connection optional click show advanced settings to enter your custom app client credentials and add additional scopes as needed refer to the microsoft register an app guide https //learn microsoft com/en us/graph/auth register app v2?context=graph%2fapi%2fbeta\&view=graph rest beta for more information if requested, use the following redirect uri when creating your custom app https //www integromat com/oauth/cb/azure for more information about the permissions, see the microsoft graph permissions reference click save if prompted, authenticate your account and confirm access you have successfully established the connection you can now edit your {{scenario singular lowercase}} and add more microsoft sharepoint online modules if your connection requires reauthorization at any point, follow the connection renewal steps here docid\ so88fm6pkt0g adkddfzz when you choose to select the site id from the drop down menu, only followed sites are offered in the drop down menu to specify a site that is not followed, insert the site id manually items watch items retrieves item details when an item is created or updated connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv watch item select whether you want to watch for a created or modified items site id enter (map) or use the id finder to search for the site id of the site that you want to watch for items list id enter (map) or select the id of the list you want to watch for items limit set the maximum number of items make will return during one execution cycle list items retrieves all items on a specified list connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv list items select whether you want to specify the site id and the list id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site that contains the list you want to retrieve items from list id enter (map) or use the id finder to search for the list id or select the list you want to retrieve items from limit set the maximum number of items make will return during one execution cycle this module has a maximum limit of 3,500 items to be returned get an item returns item details connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv get an item select whether you want to specify the site id, the list id, and the item id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site that contains the list with the item you want to retrieve details for list id enter (map) or use the id finder to search for the list id or select the list that contains the item you want to retrieve details about item id enter (map) or use the id finder to search for the item id or select the item you want to retrieve details about create an item creates a new item in a specified list connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv search method select whether to specify the site id and the list id from drop down menus or manually, and item fields dynamically or in key value pairs select from the list select from drop down menus enter the item's information into fields that are dynamically loaded, depending on the list id you select enter manually (dynamic) enter or use the id finder to search it is not possible to map site id and list id values if the site id or list id values are mapped, item fields will not load dynamically and must be entered as key value pairs enter the item's information into fields that are dynamically loaded, depending on the list id you specify enter manually (key/value pair) enter, map, or use the id finder to search enter the item's information as key value pairs update an item updates an item's fields connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv search method select whether to specify the site id and the list id from drop down menus or manually, and item fields dynamically or in key value pairs select from the list select from drop down menus enter the item's information into fields that are dynamically loaded, depending on the list id you select enter manually (dynamic) enter or use the id finder to search it is not possible to map site id and list id values if the site id or list id values are mapped, item fields will not load dynamically and must be entered as key value pairs enter the item's information into fields that are dynamically loaded, depending on the list id you specify enter manually (key/value pair) enter, map, or use the id finder to search enter the item's information as key value pairs delete an item deletes an existing item connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv delete an item select whether you want to specify the site id, the list id, and the item id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site that contains the list you want to delete an item from list id enter (map) or use the id finder to search for the list id or select the list you want to delete an item from item id enter (map) or use the id finder to search for the item id or select the item you want to delete list watch lists retrieves list details when a list is created or updated connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv watch lists select whether you want to watch the site for created or modified lists site id enter (map) or use the id finder to search for the site id you want to watch for new lists limit set the maximum number of lists make will return during one execution cycle list lists retrieves all lists for the site connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv list lists select whether you want to specify the site id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site you want to retrieve list details for limit set the maximum number of lists make will return during one execution cycle get a list returns list details connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv get a list select whether you want to specify the site id and the list id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site that contains the list you want to retrieve details for list id enter (map) or use the id finder to search for the list id or select the list you want to retrieve details for create a list creates a new list on a specified site connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv enter a site id select whether you want to specify the site id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site you want to create a list at display name enter the name of the new list description enter the description of the new list add columns specify columns of the list page (beta) apis under the beta version in microsoft graph are subject to change the use of these apis in production applications is not supported watch pages retrieves page details when a page is modified connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv site id enter (map) or use the id finder to search for the site id you want to watch for modified pages limit set the maximum number of pages make will return during one execution cycle list pages retrieves all pages for a specified site connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv list pages select whether you want to specify the site id manually or select from the drop down menu site id enter (map) or use the id finder to search for the site id or select the site you want to retrieve pages for limit set the maximum number of pages make will return during one execution cycle get a page retrieves page details connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv get a page select whether you want to specify the site id and the page id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site that contains the page you want to retrieve details about page id enter (map) or use the id finder to search for the page id or select the page you want to retrieve details for publish a page publishes the latest version of a page connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv publish a page select whether you want to specify the site id and the page id manually or select from drop down menus site id enter (map) or use the id finder to search for the site id or select the site that contains the page you want to publish page id enter (map) or use the id finder to search for the page id or select the page you want to publish site search sites searches for a site by specified criteria connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv keyword of display name enter the search term you want to search the sites for limit set the maximum number of sites make will return during one execution cycle get a site retrieves site details connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv get a site select whether you want to specify the site id manually or select from the drop down menu site id enter (map) or use the id finder to search for the site id or select the site you want to retrieve details about files watch files/folders triggers when a file or folder is created or updated in a specific site connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv watch files/folders select whether you want to watch for a created or updated items site id enter (map) or use the id finder to search for the site id of the site that you want to watch for files/folders in drive id select the id of the drive you want to watch for files/folders in folder select the folder you want to watch for files/folders in query search enter a search query (optional) choose an item type select whether to watch for updates in files, folders, or both limit set the maximum number of items make will return during one execution cycle download a file downloads a file from a specified site connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv enter (file id & file path) select whether to enter a file id or a file path enter a file id / enter a file path select whether to select the file id or file path from a list or to enter manually site id enter (map) or use the id finder to search for the site id of the site that you want to download a file from drive id enter (map) or use the id finder to search for the drive id of the drive that you want to download a file from file path enter the file path of the file you want to download a file from file / file id select or enter the file id of the file you want to download convert to pdf select whether you want to convert the downloaded file to pdf format upload a file uploads a new file to a specified site connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv enter (folder location id & path) select whether to enter a folder id or a folder path enter a folder location id / enter a folder location path select whether to select the folder location id/folder location path from a list or to enter manually site id enter (map), select, or use the id finder to search for the site id of the site that you want to upload a file to drive id enter (map), select, or use the id finder to search for the drive id of the drive that you want to upload a file to folder / folder id / folder path enter or select the folder id or folder that you want to upload a file to file name enter the name of the file that you want to upload if the file with the same name exists select what to do if a file with the same name already exists description enter a description of the file folders create a folder creates a folder in onedrive connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv create a folder select whether to create a folder by selecting from the list or entering manually site id enter (map), select, or use the id finder to search for the site id of the site that you want to create a folder in drive id enter (map), select, or use the id finder to search for the drive id of the drive that you want to create a folder in folder / folder id enter or select the folder id or folder that you want to create a folder in new folder name enter a name for the new folder other make an api call allows you to perform a custom api call connection microsoft sharepoint online docid\ iepacud4i vzeqbzgf5gv url enter a path relative to https //graph microsoft com for example /beta/sites for the list of available endpoints, refer to the sharepoint api in microsoft graph documentation https //docs microsoft com/en us/graph/api/resources/sharepoint?view=graph rest beta method select the http method you want to use get to retrieve information for an entry post to create a new entry put to update/replace an existing entry patch to make a partial entry update delete to delete an entry headers enter the desired request headers you don't have to add authorization headers; we already did that for you query string enter the request query string body enter the body content for your api call example of use list lists (beta) the following api call returns all the lists on a specified site using microsoft sharepoint online beta api url /beta/sites/{site id}/lists/ method get the result can be found in the module's output under bundle > body > value in our example, 4 lists were returned permission information for microsoft sharepoint online the microsoft 365 email module can have the following delegated permissions assigned in the azure portal even if you have assigned higher level permissions (e g , readwrite) it is still necessary to set the lower permissions for the modules as listed below create a list user read, sites manage all, offline access create a folder user read, offline access, files readwrite all, sites read all create an item user read, sites readwrite all, offline access delete an item user read, sites readwrite all, offline access download a file user read, files read all, sites read all, offline access get a list user read, sites read all, offline access get an item user read, sites read all, offline access get a page user read, sites read all, offline access get a site user read, sites read all, offline access list items user read, sites read all, offline access list lists user read, sites read all, offline access list pages user read, sites read all, offline access make an api call offline access, user read publish a page user read, sites readwrite all, offline access search sites user read, sites read all, offline access update an item user read, sites readwrite all, offline access upload a file user read, files readwrite all, sites readwrite all, offline access watch files/folders user read, files read all, sites read all, offline access watch items user read, sites read all, offline access watch lists user read, sites read all, offline access watch pages user read, sites read all, offline access