How to get started with Microsoft SharePoint on Zapier

Microsoft SharePoint and Zapier connect to automate your work. You can trigger actions when new files or list items are added and create folders, upload files, or manage lists.

miscEye icon Note

The Microsoft SharePoint app on Zapier now uses the Microsoft Graph API. If you're migrating from an earlier version (v4), learn about updates to the Microsoft SharePoint app (Microsoft Graph API).

Available on plans:

Free

Professional

Team

Enterprise

Prerequisites

To use the Microsoft SharePoint app on Zapier, you must have:

  • A Business or Enterprise Microsoft 365 paid account.
  • Admin Consent for Delegated Permissions, which requires approval by a Microsoft 365 administrator to allow Zapier to use specific permissions on behalf of the user. If you're upgrading from an earlier version of the SharePoint app, your IT team may need to grant consent for updated permissions.
  • A paid Zapier plan. Microsoft SharePoint is a premium app.

Connect Microsoft SharePoint to Zapier

To create an app connection to SharePoint on Zapier:

  • Go to the Apps page.
  • Click + Add connection.
  • A new dialog box will appear. Search for and select SharePoint.
  • Click Add connection.
  • A new browser tab or window will open.
  • Log into SharePoint to authenticate.
  • Grant Zapier permission to access your account if prompted to.

Your SharePoint account is now successfully connected to Zapier.

About Microsoft SharePoint's app

Triggers, searches, and actions

Triggers
  • New File in Folder (Polling) - Triggers when a new file is created in the selected folder (excludes subfolders).
  • New Folder (Polling) - Triggers when a new direct subfolder is created in the selected folder (or drive root), or when an existing direct subfolder is renamed.
  • New List (Polling) - Triggers when a new list is created.
  • New List Item (Polling) - Triggers when a new item is created in a list.
  • New or Updated File (Polling) - Triggers when a file is created or updated in the selected folder (excludes subfolders).
  • New or Updated List Item (Polling) - Triggers when a list item is created or updated.
  • New or Updated Page (Polling) - Triggers when a site page is created or updated.
Searches
  • Find File or Folder - Search for files or folders.
  • Find List Item - Finds list items by searching field values.
  • Find Site - Searches for SharePoint sites by name or keyword.
  • Get Copy Job Status - Checks the status of a copy operation and returns the new file ID when complete.
  • Get File or Folder by ID - Retrieves information about a file or folder by its ID.
  • Get Folder Contents - Retrieves all files and subfolders within a specified folder.
  • Get Item Permissions - List all users and groups who have access to a file or folder.
  • Get List Item by ID - Gets a list item by its ID.
  • Get Page by ID - Gets a specific site page using its unique ID.
  • Get Site Information by ID - Retrieves metadata about a SharePoint site, such as title, description, and URL.
Actions
  • Copy File or Folder - Copies a file or folder within or across sites.
  • Create Folder - Create new folder in selected document library.
  • Create List - Creates a new list in a site.
  • Create List Item - Creates a new item in a list.
  • Create Page - Creates a new site page in SharePoint.
  • Create Sharing Invitation - Send a sharing invitation to specific recipients for a file or folder.
  • Create Sharing Link - Creates a sharing link for a file or folder.
  • Create Text File - Create a new text file with custom content.
  • Delete File or Folder - Deletes a file or folder from a document library.
  • Delete List Item - Deletes a list item from a list.
  • Delete Page - Deletes a site page from SharePoint.
  • Export File - Exports a file to PDF or HTML format.
  • Move or Rename Item - Moves a file or folder to a different location within the same document library. Optionally rename the item.
  • Publish Page - Sets status of an existing page to published.
  • Remove Item Permission - Remove specific user access to a file or folder.
  • Replace File - Replaces an existing file with new content.
  • Update List Item - Updates an existing item in a list.
  • Upload File - Uploads a file to document library.
  • API Request (Beta) - This is an advanced action which makes a raw HTTP request that includes this integration's authentication.

Limitations

  • API throttling limits apply. SharePoint Online uses throttling to maintain optimal performance, limiting the number of API calls within time windows. Applications may receive HTTP 429 or 503 responses when limits are exceeded.
  • The Upload File action supports a maximum file size of 100 MB. Files up to 10 MB upload in a single request; files between 10 MB and 100 MB upload in chunks.
  • The Create List Item and Update List Item actions do not support writing to URL/Hyperlink, Person/Group, or Managed Metadata column types (Graph API limitation). You can read these column types in triggers and searches, but not write to them.
  • The Find List Item search uses exact matching only. Partial or "contains" searches are not supported. Multiple search fields are combined with "and" (all must match).
  • The New File in Folder and New or Updated File triggers only watch direct children of the selected folder. They do not look inside subfolders.
  • File triggers return a maximum of 100 files per poll. If more than 100 files are added or updated between polls, files beyond the 100th will not trigger.
  • The Copy File or Folder action requires read access to all items being copied. If any file or subfolder has restricted access, the entire copy fails.
  • The Move or Rename Item action only works within the same document library. You cannot move items to a different document library or site.

Templates

View all of Microsoft SharePoint's templates.

Use cases

Additional Microsoft SharePoint resources

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