Zapier has updated the Microsoft SharePoint app to use the Microsoft Graph API. This replaces the SharePoint Rest API that was used in previous versions, improving reliability and expanded functionality.
Due to the shift of Microsoft Graph API, your IT team may need to grant consent for updated permissions. If you get the permission-related error message, contact your Microsoft 365 administrator.
Critical changes: IDs and fields
IDs and field names in the latest app version can differ from v4. IDs from v4 are not compatible with v5. The following table shows some examples of how fields have changed, but is not an exhaustive list.
| Field | SharePoint REST API format | Microsoft Graph API format |
|---|---|---|
| File and folder ID |
UniqueId: "39b44a6a-8604-499f-ae69-50a321c2d9de" (GUID) |
id: "01BYE5RZ6QN3ZWBTUFOFD3GSPGOHDJD36K" (encoded string) |
| Site ID |
Id: "12345678-90ab-cdef-1234-567890abcdef" (GUID) |
id: "contoso.sharepoint.com,2C712604-1370-44E7-A1F5,2D2244C3-251A-49EA" (hostname, site GUID, web GUID) |
| List ID | GUID format | GUID format (same style) |
| List item ID |
Id: 5 (integer) |
id: "5" (string) |
| File location |
ServerRelativeUrl: "/sites/teamsite1/Shared Documents/report.pdf" (server-relative path) |
webUrl: "https://contoso.sharepoint.com/sites/teamsite1/Shared%20Documents/report.pdf" (full URL) |
| Author |
AuthorId: 9 (numeric ID) |
createdBy.user.email: "john.smith@contoso.com" and createdBy.user.displayName: "John Smith"
|
When you set up your Zaps, make sure to retest your Zap steps to pull in the latest test records, as you may need to remap fields in subsequent steps.
New and improved features
Copy File or Folder
The Copy File or Folder action copies a file or folder to a new location in the same site or a different SharePoint site. Copying can take time for large files or folders with many items, so the action runs in the background and returns a Monitor URL instead of the copied item right away.
To check if the copy is complete, use the Get Copy Job Status search action with the Monitor URL (output field from Copy File or Folder action). When the job is done, it returns the new item's ID but not full details. For large files or folders, add a Delay step before checking status. To get the copied item's full details, use Get File or Folder by ID search action.
You must have read access to all items being copied. If any file or subfolder has restricted access, the whole copy fails. Contact your Microsoft SharePoint administrator if you get permission errors.
Searching for files and folders
SharePoint has three search actions for files and folders:
- Find File or Folder – Searches the whole document library by name, content, or path. You can limit to files only, folders only, or both, and optionally match on the item name only. This uses SharePoint's search index, so new or renamed items may not appear right away, and recently deleted items may still show in results. The search always runs on the entire drive (not a single folder).
- Get File or Folder by ID – Gets one item when you already have its unique ID (for example from a trigger or action). Use this when you know exactly which item you need.
-
Get Folder Contents – Returns all files and subfolders directly inside a folder (not nested). Use it to list everything in one location or when you need folder-specific results. When mapping the Folder field dynamically, use the folder's ID, not its name or path. The
webUrlfield contains the item's location (full URL).
Create List
The Create List action creates a new SharePoint list from one of Microsoft's templates, such as Custom List, Document Library, Survey, Tasks, or Announcements.
Only Microsoft's built-in templates are available in the template dropdown. Custom templates from your SharePoint site do not appear.
Create List Item and Update List Item
These actions create and update items in SharePoint lists. When you pick a list in the Zap editor, the list's columns show up as input fields based on their types.
Supported column types: Text, Number, Boolean, Date/Time, Choice, Multi-Choice, Currency, and Lookup.
Not supported for create/update: URL/Hyperlink, Person/Group, and Managed Metadata columns cannot be set through these actions (Graph API limits). You can read (view) these in triggers and searches, but not write (create or update) them.
Document libraries are a type of list, and files are list items. You can use Update List Item to update a file's metadata (for example Status, Category, or custom columns) by choosing the document library as the list and the file as the list item.
Find List Item
The Find List Item search action looks up items in a list by matching values in one or more columns. As with the Create and Update List Item action, you choose a site and list in the Zap editor and the search fields come from that list's columns.
Supported for search: Text, Number, Boolean, Date/Time, Choice, Currency.
Not available as search fields: URL/Hyperlink, Person/Group, Managed Metadata, and Lookup (same Graph API limits as create/update; these types are readable elsewhere but not for filtering here).
You must provide at least one search field. Multiple fields are combined with an "and" (all fields must then match). Matching is exact (equals), not partial or "contains."
You can use Find List Item on a document library to find files by metadata (for example Status, Category, or custom columns). Choose the document library as the list and the columns you want to search by.
If the list is not found (wrong site or list), you can select in the Zap editor whether to have the Zap stop or continue when no results are found. Results include all list item data, including fields that are not writable in Create/Update List Item.
Upload File
- Maximum file size: 100 MB. Larger files are rejected.
- Small files (up to 10 MB): Uploaded in a single request.
- Larger files (over 10 MB up to 100 MB): Uploaded in chunks (up to 60 MB per chunk) via a Microsoft upload session.
You can set a different file name; if you omit it, the original name is used. If a file with the same name already exists: 'Rename automatically' adds a number (for example document(1).pdf), or 'Replace existing file' overwrites it. This action cannot upload from a URL that requires login or that returns empty or inaccessible content.
New File in Folder and New or Updated File
Both triggers run when files in the selected location change. They only look at files that are direct children of the chosen folder (or the document library root if no folder is chosen). They do not look inside subfolders.
| Trigger type | What triggers the Zap | What does not trigger the Zap | Difference |
|---|---|---|---|
| New File in Folder | A new file is added directly in the selected folder. | Files added or changed inside subfolders. Changes to folders. | Runs only the first time a file appears (each file triggers once). |
| New or Updated File | A new file is added directly in the selected folder. An existing file in that folder is changed (content or metadata). | Files added or changed inside subfolders. Changes to folders. | Runs when a file is new or when an existing file is modified (the same file can trigger multiple times). |
Limits: Each poll uses only the 100 most recent files (sorted by creation date for New File in Folder, by last modified for New or Updated File). If more than 100 files are added or updated between polls, the 101st file onwards will not trigger.
Move or Rename Item
This action moves the selected file or folder to a different folder in the same document library (or to the document library root). You can optionally rename the item during the move, or leave the destination as "current location" and only rename.
It works for both files and folders. You cannot move items to a different document library or a different site; moves stay within the same library.
Use the latest version of Microsoft SharePoint
Existing Zaps on earlier versions (shown as 4.x.x in the Zap editor) will continue to work. To take advantage of these improvements in new or updated Zaps, build with the latest released version. Learn how to check and update app versions in your Zaps.