Connect Close and OneDrive

Both apps 146Close 50OneDrive 96

• Trigger
  New Contact in Contact Smart View

  Triggers when a new contact appears in the selected contact Smart View.

• Trigger
  New Lead in Smart View

  Triggers when a new lead appears in the selected Close lead Smart View, newest leads first.

• Trigger
  New Note

  Triggers when a new note is added to a lead in Close.

• Action
  Add Address to Lead

  Adds a new address to an existing Close lead, keeping the lead's current addresses, and returns the updated lead.

• Action
  Add User

  Adds a user to your Close organization by email, provisioning a new Close user if one does not exist, and returns the new membership.

• Action
  Create Bulk Action

  Starts a bulk edit in Close that sets a lead status, or sets or clears a custom field, on every record matching a search. Returns the bulk edit job and its status.

• Action
  Create Bulk Email

  Starts a bulk email in Close that sends an email template to every lead matching a search query. Returns the bulk email job with its id and status.

• Action
  Create Bulk Workflow Subscription Action

  Starts a bulk workflow (sequence) action in Close for every lead matching a search: subscribe them to a workflow, or pause or resume their existing workflow subscriptions. Returns the bulk action record and its processing status.

• Action
  Create Contact

  Creates a contact in Close, on an existing lead or on a new lead named after the contact, including any contact custom fields.

• Action
  Create Custom Activity

  Creates a custom activity of a chosen type on a Close lead, optionally tied to a contact, and returns the new activity.

• Action
  Create Export

  Starts an export of Close leads (optionally narrowed by an Advanced Filtering query) to a CSV or JSON file, and returns the export job. Close emails a download link when the export is done.

• Action
  Create Lead

  Creates a new lead in Close, optionally with nested contacts, addresses, a status and custom field values.

• Action
  Create Lead Smart View

  Creates a Lead Smart View in Close: a saved lead search defined by an Advanced Filtering query, and returns the new Smart View.

• Action
  Create Note

  Creates a note on a lead in Close, optionally tied to a contact, pinned, or with file attachments.

• Action
  Create Opportunity

  Creates an opportunity in Close, optionally on an existing lead, with its value, status, pipeline, owner, note and custom fields.

• Action
  Create SMS

  Creates an SMS activity on a Close lead: log a received or sent text, save a draft, schedule one, or send it immediately from one of your Close phone numbers.

• Action
  Create Task

  Creates a to-do task on a Close lead, optionally tied to one of the lead's contacts, assigned to a user and given a due date.

• Action
  Create WhatsApp Message

  Logs a WhatsApp message activity on a Close lead and contact, with its text, direction, phone numbers and optional attachments.

• Action
  Delete Email

  Deletes an email activity from Close.

• Action
  Delete Email Address From Contact

  Removes one email address from a Close contact, keeping the contact's other email addresses.

• Action
  Delete Logged Call

  Deletes a logged Call activity from Close.

• Action
  Export Activity Report to CSV

  Runs a Close activity report (overview by time period or comparison by user) and returns it as CSV text.

• Action
  Find Call

  Returns the call activities logged in Close that match the lead, contact, user, call IDs or date range you specify.

• Action
  Find Connected Account

  Returns the email and calendar accounts a Close user has connected, such as Gmail, Outlook or Zoom accounts.

• Action
  Find Custom Activity

  Returns the custom activities in Close that match the lead, contact, user, activity type or date criteria you specify.

• Action
  Find Custom Objects

  Returns the custom object records attached to a lead, optionally limited to one custom object type.

• Action
  Find Group

  Returns the Close groups whose name matches the name you supply, along with the first match.

• Action
  Find Lead

  Returns up to 200 leads whose name, contacts, emails, phones or other text fields match the search text.

• Action
  Find Meetings

  Returns the Meeting activities in Close that match the lead, contact, user, meeting ID and date filters you supply.

• Action
  Find Note

  Returns the Note activities in Close that match the lead, contact, user, note IDs or date ranges you specify.

• Action
  Find Number of Leads in Smart View

  Returns the number of leads that currently match a lead Smart View in Close.

• Action
  Find Opportunities

  Returns the opportunities that match a search query and any of the chosen filters, such as lead, owner, status, value period or date ranges.

• Action
  Find Task

  Returns the Close tasks that match the filters you supply, such as the lead, assignee, completion state, type or due date.

• Action
  Find WhatsApp Messages

  Returns the WhatsApp message activities in Close that match the lead, contact, user, WhatsApp message id or date range you specify.

• Action
  Find Workflow Subscription

  Returns the workflow (sequence) subscriptions for a workflow, contact or lead.

• Action
  Merge Two Leads

  Merges one Close lead into another. The source lead's contacts, activities and opportunities move to the destination lead, and the source lead is removed.

• Action
  Resubscribe Email

  Resubscribes an email address in Close by removing it from the organization's unsubscribed email list, so Close can send email to it again.

• Action
  Run Activity Overview Report

  Runs a Close activity overview report and returns the chosen activity metrics for each time period in the range, plus totals for the whole range.

• Action
  Run Opportunity Funnel Report

  Runs Close's opportunity funnel totals report for a pipeline, returning win rates, won and completed values, time to win and sales velocity, overall and per user.

• Action
  Run Sent Email Report

  Returns sent email statistics for an organization — totals, opens and replies overall and per email template — optionally limited to a date range or user.

• Action
  Run Status Change Report

  Runs Close's lead status change report, returning how many leads were in each lead status over a period and how leads moved between statuses.

• Action
  Select Random User

  Picks one user at random from the members of your Close organization and returns that user's details — useful for round-robin style lead or task assignment.

• Action
  Unsubscribe Email

  Unsubscribes an email address so Close no longer sends it email, for example when the person opted out of a mailing list elsewhere.

• Action
  Update Call

  Updates an existing call activity in Close, such as its note, outcome, status or duration. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates an existing Close contact's name, title, lead, emails, phones, URLs, timezone or custom fields. Fields left blank keep their current values.

• Action
  Update Custom Activity

  Updates an existing custom activity in Close: its contact, date, draft/published status, pinned state and custom field values.

• Action
  Update Lead

  Updates an existing Close lead's name, description, website, status, addresses or custom fields. Fields left blank keep their current values.

• Action
  Update Lead Smart View

  Renames a lead Smart View in Close or replaces the filter that decides which leads it lists.

• Action
  Update Note

  Updates an existing note on a Close lead: its text, title, pinned state, contact, activity date or attachments. Fields left blank are not changed.

• Action
  Update Opportunity

  Updates an existing opportunity in Close, changing only the fields you fill in, including your custom opportunity fields.

• Trigger
  File Updated

  Trigger that fires when a OneDrive file's content or metadata changes. Returns file ID, last modified time, and modifier info.

• Trigger
  Item Moved or Renamed

  Triggers when a file or folder is moved to a different path or renamed in OneDrive. Includes both old and new path/name data in the payload.

• Trigger
  New Version Created

  Trigger that fires when a new version of a specified OneDrive file is created.

• Trigger
  Onedrivebasetrigger

  Base trigger for OneDrive changes using Gmail-style state management. Subclasses override `filter_changes(...)` to extract only the relevant items.

• Trigger
  OneDrive File Created Trigger

  Triggers when a new file is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Folder Created Trigger

  Triggers when a new folder is created in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Deleted Trigger

  Triggers when a file or folder is deleted in OneDrive. Uses Gmail-style state management for reliable duplicate prevention.

• Trigger
  OneDrive Item Updated Trigger

  Triggers when an existing file or folder is modified in OneDrive. Uses Gmail-style state management and only detects actual modifications, not new creations.

• Trigger
  Sharing Permission Added or Removed

  Sharing Permission Added or Removed

• Action
  Add Workbook Worksheet

  Adds a new worksheet to an existing Excel workbook in OneDrive or SharePoint. The worksheet is created with the specified name and appended to the end of the workbook's worksheet collection. Use this action when you need to create a new sheet in an Excel file to organize data, add reports, or separate information into logical sections.

• Action
  Checkin Item

  Tool to check in a checked out driveItem resource, making the version of the document available to others. Use when you need to check in a file that was previously checked out in OneDrive or SharePoint.

• Action
  Checkout Item

  Tool to check out a driveItem to prevent others from editing it and make your changes invisible until checked in. Use when you need to lock a file for exclusive editing in SharePoint or OneDrive.

• Action
  Clear Workbook Range

  Clears values, formats, or both from a worksheet range in an Excel workbook stored in OneDrive or SharePoint without deleting cells or shifting neighboring data. Use this action when you need to reset a range while preserving the worksheet's cell structure.

• Action
  Close Workbook Session

  Close an Excel workbook session without deleting the workbook.

• Action
  Copy Item

  Tool to copy a driveitem (file or folder) to a new location asynchronously. use when you need to duplicate an item, optionally renaming it or specifying a different parent folder. the operation is asynchronous; the response provides a url to monitor the copy progress.

• Action
  Create Item Permission

  Tool to create a new permission on a OneDrive drive item. Use when you need to grant application or SharePoint group permissions to a file or folder. This endpoint supports creating application permissions and SharePoint site group permissions only.

• Action
  Create Link

  Tool to create a sharing link for a driveitem (file or folder) by its unique id. use when you need to generate a shareable link for an item in onedrive or sharepoint.

• Action
  Create Sharepoint List Item

  Create an item in a SharePoint list using Microsoft Graph through the OneDrive connection. Use when you need to add a new row/item to a SharePoint list after resolving the site ID and list ID.

• Action
  Create Workbook Session

  Create a persistent or temporary session for an Excel workbook.

• Action
  Delete Item

  Tool to delete a driveitem (file or folder) by its unique id from the authenticated user's onedrive. use when you need to remove an item from onedrive. this action moves the item to the recycle bin, not permanently deleting it.

• Action
  Delete Item Permanently

  Tool to permanently delete a driveItem by its ID without moving it to the recycle bin. Use when you need to irreversibly remove a file or folder from OneDrive or SharePoint. This action cannot be undone.

• Action
  Delete Item Permission

  Tool to delete a permission from a drive item. Use when you need to revoke sharing access to a file or folder. Only non-inherited sharing permissions can be deleted.

• Action
  Delete Share Permission

  Tool to delete the permission navigation property for a shared drive item. Use when you need to remove a sharing link permission. This effectively revokes access via the specific share link.

• Action
  Delete Sharepoint Item Permission

  Revoke a Microsoft Graph beta permission from a SharePoint list or list item.

• Action
  Delete Workbook Range

  Deletes a range of cells from a worksheet in an Excel workbook stored in OneDrive. Use this action when you need to remove a specific cell range and shift the remaining cells to fill the gap. This action is irreversible — the deleted range cannot be recovered once removed. The operation requires Files.ReadWrite scope and the workbook must not be locked by another user or process.

• Action
  Delete Workbook Worksheet

  Deletes a worksheet from a workbook in OneDrive by its ID or name. Use this action when you need to remove a specific worksheet from an Excel workbook stored in OneDrive or SharePoint. This action is irreversible — the worksheet cannot be recovered once deleted. Note that deleting the last visible worksheet in a workbook may result in an error.

• Action
  Download File

  Downloads a file from a user's onedrive using its item id, which must refer to a file and not a folder.

• Action
  Download File By Path

  Downloads the contents of a file from OneDrive by its path. The API returns a 302 redirect to a pre-authenticated download URL. Use when you know the file path but not the item ID.

• Action
  Download Item As Format

  Tool to download the contents of a driveItem converted to a specific format (e.g., PDF or HTML). Use when you need to convert Office documents to PDF or Loop/Fluid files to HTML before downloading. Supports accessing items by item_id or by path, and can target specific drives via drive_id.

• Action
  Download Item Version

  Tool to download the contents of a specific previous version of a drive item (file). Returns the actual file content. Note: You cannot download the current version using this endpoint - it only works for previous versions.

• Action
  Download Thumbnail By Path

  Download thumbnail image bytes for a path-addressed item in the current user's OneDrive.

• Action
  Follow Item

  Tool to follow a driveItem (file or folder) in OneDrive or SharePoint. Use when you need to add an item to the user's followed items list for tracking updates.

• Action
  Format Workbook Range

  Apply dimensions, alignment, wrapping, font, fill, and borders to a workbook range. Components are updated sequentially, not atomically, so earlier formatting remains if a later update fails.

• Action
  Get Drive

  Retrieves the properties and relationships of a drive resource by its unique id. use this action when you need to get details about a specific onedrive, user's onedrive, group's document library, or a site's document library.

• Action
  Get Drive Item By Sharing Url

  Tool to resolve a OneDrive/SharePoint sharing URL (or shareId) to a DriveItem with driveId and itemId. Use when you have a sharing link from Teams, chat, or 1drv.ms and need the item's metadata or IDs for downstream actions like permissions or download.

• Action
  Get Drive Item List Item

  Retrieve the SharePoint list item associated with a driveItem.

• Action
  Get Followed Item

  Tool to retrieve a specific followed driveItem from a drive. Use when you need to get details about a file or folder that the user has marked to follow.

• Action
  Get Item

  Retrieves the metadata of a driveitem by its unique id. use this tool to get information about a specific file or folder in onedrive when you have its id. if a `drive id` is not provided, it defaults to the user's main drive.

• Action
  Get Item By Path

  Retrieve OneDrive or SharePoint driveItem metadata by drive-relative path.

• Action
  Get Item Permissions

  Retrieves the permissions of a driveitem by its unique id or path within a specific drive. use when you need to check who has access to a file or folder and what level of access they have.

• Action
  Get Item Thumbnails

  Tool to retrieve the thumbnails associated with a driveitem. use when you need to display visual previews of files.

• Action
  Get Item Versions

  Tool to retrieve the version history of a driveitem by its unique id. use when you need to access or list previous versions of a file.

• Action
  Get Quota

  Tool to retrieve the quota information for the authenticated user's onedrive. use this action to check the storage space details like total, used, and remaining space on the user's onedrive.

• Action
  Get Recent Items

  Retrieves a list of items that have been recently used by the authenticated user. this tool is useful when you need to access or display files and folders that the user has interacted with recently across their onedrive and accessible shared drives.

• Action
  Get Share

  Tool to access a shared DriveItem or collection of shared items using a shareId or encoded sharing URL. Returns the sharedDriveItem resource with metadata about the shared item and its owner. Use when you have a shareId or sharing token and need information about what was shared.

• Action
  Get Shared Items

  Tool to retrieve a list of items that have been shared with the authenticated user. use this action to get details of files and folders shared with the current user.

• Action
  Get Sharepoint List Items

  Tool to get the items (list items) within a specific sharepoint list on a site. use when you need to retrieve data from a sharepoint list.

• Action
  Get Site

  Retrieves metadata for a specific SharePoint site by its ID. Use this action when you need to get details like display name, web URL, and creation/modification dates for a known SharePoint site.

• Action
  Get Site Details

  Retrieves metadata for a specific sharepoint site by its id. use this action when you need to get details like display name, web url, and creation/modification dates for a known sharepoint site.

• Action
  Get Site Page Content

  Gets the content of a modern sharepoint site page. use when you need to retrieve the details and content of a specific page within a sharepoint site.

• Action
  Get Special Folder

  Tool to retrieve a special folder in OneDrive by name. Use when you need to access well-known folders (documents, photos, approot, etc.) without looking up by path or ID.

• Action
  Get Workbook Range Fill

  Read the fill color applied to an Excel worksheet range.

• Action
  Get Workbook Used Range

  Retrieves the used range of a worksheet in an Excel workbook stored in OneDrive or SharePoint without requiring the caller to know an explicit A1 range address. Use this action to read the active data region of a worksheet, optionally ignoring formatting-only cells.

• Action
  Get Workbook Worksheet

  Retrieves a specific worksheet from an Excel workbook stored in OneDrive or SharePoint using Microsoft Graph API. Use this action when you need to get details about a particular worksheet, including its ID, name, position, and visibility. The worksheet can be identified by either its unique ID or its display name.

• Action
  Grant Share Permission

  Tool to grant users access to a link represented by a permission using an encoded sharing URL. Use when you need to give specific users access to a shared OneDrive or SharePoint resource.

• Action
  Grant Sharepoint Item Permission

  Grant an application permission on a SharePoint list or list item using Microsoft Graph beta.

• Action
  Inspect Workbook Table

  Read a workbook table's occupied range and one page of its columns.

• Action
  Invite User To Drive Item

  Tool to invite users or grant permissions to a specific item in a onedrive drive. use when you need to share a file or folder with other users and define their access level (e.g., read or write).

• Action
  List All Drive Items

  Lists a complete OneDrive or SharePoint drive safely, one Microsoft Graph delta page per invocation. Start without `page_token`, then pass each `next_page_token` back until `sync_complete` is true. The terminal `delta_token` can be saved and passed back later to fetch changes since the completed snapshot. Delta enumeration is stable under concurrent writes and avoids the request burst caused by recursively fetching every folder in one execution.

• Action
  List Drive Item Activities

  Tool to list recent activities for a specific item in a onedrive drive. use when you need to track changes or actions performed on a file or folder.

• Action
  List Drives

  Tool to retrieve a list of drive resources available to the authenticated user, or for a specific user, group, or site. use when you need to find out what drives are accessible.

• Action
  List Folder Children

  List the direct children (files/folders) of a OneDrive/SharePoint folder by DriveItem ID or path. Returns reliable pagination tokens for large folders. Use when you need to enumerate folder contents deterministically, find companion artifacts (e.g., .vtt/.docx files), or browse within a known folder.

• Action
  List Item Activities

  Tool to list recent activities for a specific item in a OneDrive drive. Use when you need to track changes or actions performed on a file or folder.

• Action
  List Root Drive Changes

  Tool to list changes in the root of the user's primary drive using a delta token. use when you need to track file and folder modifications, additions, or deletions in the main onedrive directory.

• Action
  List Share Permissions

  Tool to retrieve permission details for a shared OneDrive or SharePoint item using a share ID. Use when you have an encoded sharing URL and need to check the permission level, password protection, and access details.

• Action
  List Sharepoint Item Permissions

  List Microsoft Graph beta permissions from a SharePoint list or list item.

• Action
  List Sharepoint List Items Delta

  Tool to track changes to items in a sharepoint list using a delta query. use when you need to get newly created, updated, or deleted list items without performing a full read of the entire item collection.

• Action
  List Site Columns

  Tool to list all column definitions for a sharepoint site. use this when you need to retrieve the schema or structure of columns within a specific sharepoint site.

• Action
  List Site Drive Items Delta

  Tool to track changes to driveitems in the default document library of a sharepoint site. use when you need to get a list of items that have been added, modified, or deleted since a previous state or to get an initial enumeration of all items.

• Action
  List Site Items Delta

  Tool to track changes to DriveItems in the default document library of a SharePoint site. Use when you need to get a list of items that have been added, modified, or deleted since a previous state or to get an initial enumeration of all items.

• Action
  List Site Lists

  Tool to list all lists under a specific sharepoint site. use when you need to enumerate lists within a known site.

• Action
  List Site Subsites

  Tool to list all subsites of a sharepoint site. use when you need to retrieve a collection of subsites for a given parent site.

• Action
  List Subscriptions

  Tool to list the current subscriptions for the authenticated user or app. use this to retrieve details of existing webhook subscriptions.

• Action
  List Workbook Worksheets

  Retrieves a list of all worksheets in an Excel workbook stored in OneDrive or SharePoint. Returns worksheet metadata including IDs, names, positions, and visibility states. Use this action when you need to enumerate available worksheets in a workbook, find a specific worksheet by name, or understand the workbook structure before performing operations on worksheet data.

• Action
  Move Item

  Tool to move a file or folder to a new parent folder in onedrive. use when you need to reorganize your files or folders by changing their location. you can optionally rename the item during the move.

• Action
  Onedrive Create Folder

  Creates a new folder in the user's onedrive, automatically renaming on conflict, optionally within a specified parent folder (by id or full path from root) which, if not the root, must exist and be accessible.

• Action
  Onedrive Create Text File

  Creates a new text file with specified content in a onedrive folder, using either the folder's unique id or its absolute path (paths are automatically resolved to ids); note that onedrive may rename or create a new version if the filename already exists.

• Action
  Onedrive Find File

  Non-recursively finds an item (file or folder) in a specified onedrive folder; if `folder` is provided as a path, it must actually exist.

• Action
  Onedrive Find Folder

  Finds folders by name within an accessible parent folder in onedrive, or lists all its direct child folders if no name is specified.

• Action
  Onedrive List Items

  Retrieves all files and folders as `driveitem` resources from the root of a specified user's onedrive, automatically handling pagination.

• Action
  Onedrive Upload File

  Uploads a file to a specified onedrive folder, automatically renaming on conflict and supporting large files via chunking.

• Action
  Preview Drive Item

  Generates or retrieves a short-lived embeddable url for a preview of a specific item. use when you need to display a temporary preview of a file.

• Action
  Read Workbook Range

  Reads a range of cells from an Excel workbook worksheet stored in OneDrive or SharePoint using Microsoft Graph API. Returns cell values, formulas, formatting, and metadata for the specified range. Use this action when you need to extract data from specific cells in an Excel file, whether reading a single cell, a rectangular range, an entire column, or an entire row. The range address must be specified in A1 notation (e.g., 'A1:B5').

• Action
  Restore Item Version

  Restores a previous version of a DriveItem (file) by creating a new version with the content of the specified version. Use this action when you need to revert a file to an earlier version. The restoration is permanent and creates a new current version — the file cannot be automatically reverted after this operation, though you can restore again to a different version if needed. This action is irreversible in the sense that it immediately changes the current file content.

• Action
  Search Drive Items

  Search OneDrive and accessible SharePoint files with Microsoft Graph Search. This does not produce a complete shared-with-me list; use deprecated ONE_DRIVE_GET_SHARED_ITEMS only when full shared-with-me enumeration is required before Microsoft removes that API in November 2026. Requires OneDrive permissions plus Sites.Read.All because SharePoint-backed files can appear in results.

• Action
  Search Items

  Searches for driveitems in onedrive that match the specified query. use this to find files or folders based on keywords.

• Action
  Search Sharepoint Sites

  Search SharePoint sites visible to an organizational Microsoft account.

• Action
  Track Folder Changes

  Track changes beneath one folder, one Microsoft Graph delta page at a time.

• Action
  Unfollow Item

  Tool to unfollow a driveItem by removing it from the user's followed items collection. Use when you need to stop following a file or folder that was previously marked to follow.

• Action
  Update Drive Item Metadata

  Tool to update the metadata of a specific item (file or folder) in onedrive. use this to rename items, change descriptions, or move items to a new parent folder.

• Action
  Update File Content

  Tool to update an existing file's content in OneDrive. When called without a `file` parameter, creates an upload session and returns its uploadUrl (legacy behavior — caller drives the PUT uploads). When called with a `file`, the action streams the file's bytes in chunks via the upload session and returns the final updated DriveItem. The item's ID is preserved (existing share links remain valid) unless conflict_behavior=rename causes the server to create a new item.

• Action
  Update Sharepoint Item Permission

  Update an application permission on a SharePoint list or list item using Microsoft Graph beta.

• Action
  Update Sharepoint List Item Fields

  Update field values on a SharePoint list item using Microsoft Graph through the OneDrive connection. Use when you need to modify one or more columns on an existing SharePoint list item.

• Action
  Update Workbook Range

  Updates a range in a workbook worksheet using Microsoft Graph API. Use this action when you need to write data, formulas, or number formats to specific cells in an Excel workbook stored in OneDrive or SharePoint. The address parameter supports various formats including single cells, cell ranges, entire columns, or entire rows.

• Action
  Update Workbook Worksheet

  Updates properties of a worksheet in an Excel workbook stored in OneDrive. Use this action when you need to rename a worksheet, change its position (tab order), or modify its visibility state. At least one of name, position, or visibility must be provided in the request. The worksheet is identified by its ID or display name within the specified workbook.

• Action
  Write Workbook Cell

  Updates the value, formula, or format of a specific cell in an Excel workbook stored in OneDrive. Use this action when you need to write data to a single cell at a specific row and column position. The row and column parameters are 0-indexed (row 0 is the first row, column 0 is column A).

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.