--- title: "Connect Close and OneDrive - APIANT.ai" description: "When \"New Contact in Contact Smart View\" fires in Close, your agent runs \"Create Item Permission\" in OneDrive." canonical: "https://apiant.ai/connect/close-to-onedrive" --- # Connect Close and OneDrive When **New Contact in Contact Smart View** fires in [Close](https://apiant.ai/connections/close), your agent runs **Create Item Permission** in [OneDrive](https://apiant.ai/connections/onedrive), or **File Updated** in OneDrive to **Add Address to Lead** in Close. Describe the whole flow and it is built, tested on every scenario and kept running. Close **3** triggers Close **47** actions OneDrive **9** triggers OneDrive **87** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want Close and OneDrive to do together? Give your AI client this address. `https://mcp.apiant.ai` One connection does both: ask your client to act in an app once, or have it build an automation that keeps running. Any client that takes a remote MCP server. Nothing to install. Create your free account, then sign in once in your browser. ### Set it up in your client ### Claude Code Run this in the directory you want to work in. `claude mcp add --transport http -s project apiant-ai https://mcp.apiant.ai` Start Claude Code there, approve the server, and sign in in the browser page it opens. [Claude Code guide (opens in a new tab)](https://apiant.ai/docs/mcp/claude-code) ### Claude, web and desktop Open Customize, then Connectors, then Add custom connector, and paste the address. On Team and Enterprise an owner adds it first. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Cursor Add the address to your MCP configuration as a server URL. Cursor signs you in in your browser. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Zed Open Settings, then AI, then MCP Servers, then Add Server, then Add Remote Server. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Codex and the ChatGPT desktop app Open Settings, then MCP servers, then Add server, and choose Streamable HTTP. From the terminal, Codex takes the address with its own add command and then signs you in. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) ### Any other MCP client Paste the address where the client asks for a remote MCP server URL, and name the server apiant-ai where it lets you. APIANT's skills reach the client over the same connection. [Setup guide (opens in a new tab)](https://apiant.ai/docs/mcp) Example flows ## What Close and OneDrive can do together ### From Close to OneDrive - When **New Contact in Contact Smart View** in Close then **Create Item Permission** in OneDrive - When **New Lead in Smart View** in Close then **Create Sharepoint List Item** in OneDrive ### From OneDrive to Close - When **File Updated** in OneDrive then **Add Address to Lead** in Close - When **Item Moved or Renamed** in OneDrive then **Create Bulk Email** in Close Starting points drawn from the triggers and actions in the catalog today. Describe the flow you need, at any depth, and your agent builds it and tests every scenario before it ships. Everything your agent can do with Close and OneDrive ## Triggers and actions 12 triggers · 134 actions - 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). ## Each app on its own - [ **Close** Close is a sales productivity platform built to help you close more deals.](https://apiant.ai/connections/close) - [ **OneDrive** OneDrive is Microsoft’s cloud storage solution enabling users to store, sync, and share files across...](https://apiant.ai/connections/onedrive) Reviews ## What our customers say ## More from Close - [ **Close to HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connect/close-to-hubspot) - [ **Close to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/close-to-salesforce) - [ **Close to Slack** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/close-to-slack) - [ **Close to Google Sheets** Google Sheets](https://apiant.ai/connect/close-to-google-sheets) - [ **Close to Gmail** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/close-to-gmail) - [ **Close to Google Calendar** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/close-to-google-calendar) ## More into OneDrive - [ **Mailchimp to OneDrive** Mailchimp marketing automation and email platform.](https://apiant.ai/connect/mailchimp-to-onedrive) - [ **Manus to OneDrive** Manus is a general AI agent that turns your thoughts into actions.](https://apiant.ai/connect/manus-to-onedrive) - [ **Google Calendar to OneDrive** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-onedrive) - [ **Pipedrive to OneDrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/pipedrive-to-onedrive) - [ **ActiveCampaign to OneDrive** ActiveCampaign is a marketing automation, email marketing, and CRM platform.](https://apiant.ai/connect/activecampaign-to-onedrive) - [ **Notion to OneDrive** A new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.](https://apiant.ai/connect/notion-to-onedrive) Questions ## Close and OneDrive, answered ### ### What can start an automation from Close? Any of Close's 3 triggers in the catalog, including New Contact in Contact Smart View, New Lead in Smart View and New Note. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in OneDrive when something happens in Close? Any of OneDrive's 87 actions, including Create Item Permission, Create Link, Create Sharepoint List Item and Create Workbook Session. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from OneDrive to Close? Yes. When something happens in OneDrive, your agent can act in Close too. This page covers both directions: OneDrive's triggers and Close's actions are listed here as well. ### ### Do I have to build a connector for Close or OneDrive? No. Both are in the catalog with their triggers and actions. You describe the automation; your agent builds it, tests every scenario and keeps it running. ### ### Can my AI client use Close and OneDrive without building an automation? Yes. With your AI client connected to APIANT, ask it to do something in either app once and it runs that action on the spot. Ask for an automation and your agent builds it, tests every scenario and keeps it running. One connection covers both. ### ### What happens when something fails? Your agent works that out for you. It plans the failure paths along with the happy path, then tests every scenario before it ships. ### ### Is there a free plan? Yes. Every plan includes the agent, including free, and building from your own AI client spends no assistant credits.