Connect HubSpot to Microsoft SharePoint

Both apps 266HubSpot 166Microsoft SharePoint 100

• Trigger
  Company deleted

  Triggered on deletion of existing company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Contact deleted

  Triggered on deletion of existing contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal deleted

  Triggered on deletion of existing deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Deal stage changed

  Triggers when a deal moves to a new stage in a pipeline.

• Trigger
  Form submitted

  Triggers when a contact submits the chosen HubSpot form. Turning the automation on creates a HubSpot workflow that forwards each submission; turning it off deletes that workflow. Requires a HubSpot plan whose workflows can send webhooks.

• Trigger
  New associated object

  Triggers when a new record of one CRM object type becomes associated with a record of another object type (for example, a deal linked to a company).

• Trigger
  New blog post

  Triggers on a new blog post added to the selected blog.

• Trigger
  New calendar task +30d

  Triggered when a new calendar task is created in the next 30 days. Note: this applies to HubSpot (Marketing), and not HubSpot CRM's tasks. Note: only supports up to 499 tasks in the next 30 days, an error will occur if more than 499 tasks exist.

• Trigger
  New company

  Triggered when a new company is added.

• Trigger
  New company (instant)

  Triggered on creation of new company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New contact

  Triggered on creation of new contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New deal

  Triggered on creation of new deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  New note added to contact

  Triggers when a note linked to a contact is added in HubSpot.

• Trigger
  New or changed engagements

  Triggers on new or changed engagements.

• Trigger
  New or updated company

  Triggered when a company is created or modified

• Trigger
  New or updated contact

  Triggers on new or updated contacts.

• Trigger
  New or updated contact (Custom Fields Included)

  Triggered when a contact is created or updated.

• Trigger
  New or updated deal

  Triggered when a deal is created or updated.

• Trigger
  New or updated ticket

  Triggered when a ticket is created or updated.

• Trigger
  New social media message

  Triggered when a new social media message is added.

• Trigger
  New ticket

  Triggers when new ticket is available.

• Trigger
  Ticket property changed

  Triggered when the chosen property changes on a ticket

• Trigger
  Two-way sync new or updated companies

  A trigger for two-way syncing new and updated companies, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Two-way sync new or updated contacts

  A trigger for two-way syncing new and updated contacts, with enhanced on-the-fly mapping. Can only be used with enhanced two-way sync actions that support on-the-fly mapping.

• Trigger
  Updated company custom property

  Triggered when the selected custom property is updated on a company. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact

  Triggered when a contact is updated.

• Trigger
  Updated contact custom property

  Triggered when the selected custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated contact custom property by name

  Triggered when the specified custom property is updated on a contact. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Trigger
  Updated deal custom property

  Triggered when the selected custom property is updated on a deal. Should only be set up with one account per organization, as all user accounts within an organization share the same portalId (unique identifier).

• Action
  Add company

  Adds a new company.

• Action
  Add contact

  Adds a new contact. An error occurs if the email already exists. If a company name is found, the contact is associated with the company. Emits the contact ID if added.

• Action
  Add contact to list

  Adds a contact to the specified contact list.

• Action
  Add contact to workflow

  Enrolls a contact to a workflow provided the workflow ID and the contact email.

• Action
  Add custom object record

  Adds a record to the specified custom object.

• Action
  Add deal

  Creates a new deal and optionally associates it with a contact and/or company.

• Action
  Add meeting

  Creates a meeting engagement.

• Action
  Add or update company

  Adds a new company if the name does not already exist, otherwise updates the existing company. Only non-empty properties are updated.

• Action
  Add or update contact

  Adds or updates a contact. If a company name is found, the contact is associated with the company. The ID of the added/updated contact is emitted as output.

• Action
  Add or update deal

  Searches for a deal by name. If found it updates it, if not it adds it. If a contact email or company name is provided, the deal is associated with them if found.

• Action
  Add ticket

  Adds a new ticket.

• Action
  Append company dropdown property values

  Appends one or more values to a company dropdown property. An error occurs if the named property is not found.

• Action
  Append company multi-select property dropdown values

  Appends one or more dropdown values to a company multi-select property. An error occurs if the named property is not found.

• Action
  Append contact dropdown property values

  Appends one or more values to a contact dropdown property. An error occurs if the named property is not found.

• Action
  Append contact multi-select property dropdown values

  Appends one or more dropdown values to a contact multi-select property. An error occurs if the named property is not found.

• Action
  Append deal dropdown property values

  Appends one or more values to a deal dropdown property. An error occurs if the named property is not found.

• Action
  Append deal multi-select property dropdown values

  Appends one or more dropdown values to a deal multi-select property. An error occurs if the named property is not found.

• Action
  Append ticket dropdown property values

  Appends one or more values to a ticket dropdown property. An error occurs if the named property is not found.

• Action
  Append ticket multi-select property values

  Appends one or more values to a ticket multi-select property. An error occurs if the named property is not found.

• Action
  Clear contact property value

  Erases the value of specified property for the specified contact.

• Action
  Clear deal property value

  Erases the value of specified property for the specified deal.

• Action
  Clear ticket property value

  Erases the value of specified property for the specified ticket.

• Action
  Convert to valid property name

  Converts a string value into a valid property name. Property names must begin with a letter and contain only up to 100 lowercase letters, numbers, or underscores, without any spaces, commas, or special characters.

• Action
  Copy workflow

  Copies the specified workflow. The new workflow will have "COPY" appended to its name.

• Action
  Create a blog post

  Creates a new blog post

• Action
  Create a company property: boolean checkbox

  Creates a boolean checkbox company property. No error occurs if the property already exists.

• Action
  Create a company property: dropdown select

  Creates a dropdown select list company property. No error occurs if the property already exists.

• Action
  Create a company property group

  Creates a company property group. No error occurs if the group already exists.

• Action
  Create a company property: multi-select

  Creates a multi-select list company property. No error occurs if the property already exists.

• Action
  Create a company property: single value

  Creates a company property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a contact list

  Creates a contact list. An error occurs if the list already exists.

• Action
  Create a contact property: boolean checkbox

  Creates a boolean checkbox contact property. No error occurs if the property already exists.

• Action
  Create a contact property: dropdown select

  Creates a dropdown select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property group

  Creates a contact property group. No error occurs if the group already exists.

• Action
  Create a contact property: multi-select

  Creates a multi-select list contact property. No error occurs if the property already exists.

• Action
  Create a contact property: single value

  Creates a contact property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create a deal pipeline and stages

  Creates a new deal pipeline and up to 10 stages.

• Action
  Create a deal property

  Creates a deal property. No error occurs if the property already exists.

• Action
  Create a deal property: boolean checkbox

  Creates a boolean checkbox deal property. No error occurs if the property already exists.

• Action
  Create a deal property: dropdown select

  Creates a dropdown select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property group

  Creates a deal property group. No error occurs if the group already exists.

• Action
  Create a deal property: multi-select

  Creates a multi-select list deal property. No error occurs if the property already exists.

• Action
  Create a deal property: single value

  Creates a deal property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create an email engagement

  Logs an incoming email in HubSpot and links it to the given contacts, companies and deals.

• Action
  Create a note engagement

  Creates a note in HubSpot and links it to the given contacts, companies, deals and tickets.

• Action
  Create association

  Creates an association between two objects

• Action
  Create association: contact to contact

  Creates an association between two contacts

• Action
  Create association type

  Creates an association type between two objects. An error occurs if the association already exists.

• Action
  Create a task engagement

  Creates a new task engagement.

• Action
  Create a ticket property: boolean checkbox

  Creates a boolean checkbox ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: dropdown select

  Creates a dropdown select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property group

  Creates a ticket property group. No error occurs if the group already exists.

• Action
  Create a ticket property: multi-select

  Creates a multi-select list ticket property. No error occurs if the property already exists.

• Action
  Create a ticket property: single value

  Creates a ticket property that can be a single value such as text strings, numbers, dates, and datetimes. No error occurs if the property already exists.

• Action
  Create custom association

  Creates an association between two objects using a custom association type. Use the "get association types" action to obtain the custom association type.

• Action
  Create record

  Creates a record of the selected CRM object type with the supplied properties.

• Action
  CRM card: set display values

  Builds the results payload a HubSpot CRM card data-fetch request expects: one card entry carrying the record id it describes, its title, an optional link, and the property rows to display.

• Action
  Delete contact

  Deletes a contact provided its contact ID.

• Action
  Delete contact list

  Deletes a contact list specified by ID.

• Action
  Delete contact secondary email

  Deletes the specified secondary email for the specified contact. An error will occur if either the contact or secondary email is not found.

• Action
  Delete deal

  Deletes a deal provided its deal ID.

• Action
  Delete record

  Deletes a record of the selected CRM object type by ID.

• Action
  Delete ticket

  Deletes a ticket provided a ticket ID.

• Action
  Find companies associated to contact

  Returns up to 500 company IDs associated with the specified contact

• Action
  Find company by name

  Searches for a company by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find company by property

  Searches for a company by property (case-insensitive) and emits the company's information. Only the first matching company is emitted. If no matches are found, an error occurs.

• Action
  Find contact by email

  Finds a contact by email. If the contact is not found, no information is emitted and no error occurs.

• Action
  Find contact by property

  Search HubSpot contacts by any property name/value pair (EQ filter). Returns the first matching contact's standard fields.

• Action
  Find contact list by name

  Look up a contact list by its name and return its v3 list id. Use this instead of 'Get all contact lists' whenever the id will be passed to a v3 endpoint such as 'Add contact to list': the v1 lists endpoint returns ids from a different id space, and feeding a v1 id to a v3 endpoint silently targets a different list.

• Action
  Find contacts by property

  Returns contact IDs for all contacts matching the specified property value.

• Action
  Find custom object records associated to contact

  Given a HubSpot contact ID and a custom object type, returns the IDs of all custom object records associated to that contact. Paginated via the v4 associations API. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Find custom object records by property

  Returns record IDs for all records of the specified custom object matching the specified property value.

• Action
  Find deal by name

  Searches for a deal by name (case-insensitive) and emits the company's ID. Zero, one, or multiple ID's may be emitted.

• Action
  Find deal by property

  Searches for a deal by property (case-insensitive) and emits its information. Only the first matching deal is emitted. If no matches are found, an error occurs.

• Action
  Find deals associated to company

  Returns up to 500 deal IDs associated with the specified company

• Action
  Find deals associated to contact

  Returns up to 500 deal IDs associated with the specified contact

• Action
  Find owner by email

  Fetches owner details for an owner with the specified email address.

• Action
  Find pipeline by name

  Finds a pipeline provided its name and its type.

• Action
  Find recently modified deals

  Returns recently modified deals.

• Action
  Get associated records with labels

  List the records associated to a record, including the label and type of each association.

• Action
  Get association types

  Returns all association types between the specified two object types.

• Action
  Get calls for contact

  Returns all calls with the specified contact, optionally within a specified datetime range.

• Action
  Get calls for deal

  Returns all calls with the specified deal, optionally within a specified datetime range.

• Action
  Get company

  Returns company details for the specified ID.

• Action
  Get contact

  Returns contact details for the specified ID.

• Action
  Get contact list

  Read a single contact list by its ID.

• Action
  Get contact secondary emails

  Returns all secondary emails for the specified contact.

• Action
  Get custom object records batch by IDs

  Given a custom object type, a comma-separated list of record IDs, and a comma-separated list of property API names, returns one record per ID with the requested properties, one batch per call. Used by the CRMConnect v3.8 membership reconciliation pass.

• Action
  Get deal

  Returns details for the deal with the specified ID.

• Action
  Get emails for contact

  Returns all emails with the specified contact, optionally within a specified datetime range.

• Action
  Get emails for deal

  Returns all emails with the specified deal, optionally within a specified datetime range.

• Action
  Get meetings for contact

  Returns all meetings with the specified contact, optionally within a specified datetime range.

• Action
  Get meetings for deal

  Returns all meetings with the specified deal, optionally within a specified datetime range.

• Action
  Get notes for contact

  Returns all notes with the specified contact, optionally within a specified datetime range.

• Action
  Get notes for deal

  Returns all notes with the specified deal, optionally within a specified datetime range.

• Action
  Get Object by Field Value

  Looks up a record of the selected HubSpot CRM object type by an exact match on a single property (the Object, Field, and Value settings), returning the first matching record ID.

• Action
  Get object property info

  Returns information for the specified property for the specified company, contact, or deal object type.

• Action
  Get owner

  Returns details for the owner with the specified ID.

• Action
  Get record

  Returns a single record of the selected CRM object type by ID.

• Action
  Get tasks for contact

  Returns all tasks with the specified contact, optionally within a specified datetime range.

• Action
  Get tasks for deal

  Returns all tasks with the specified deal, optionally within a specified datetime range.

• Action
  Get ticket

  Returns details for the ticket with the specified ID.

• Action
  Get total number of contacts having property

  Returns the total number of contacts having the specified property.

• Action
  Import records from CSV into object

  Imports records from a CSV file into a specified object.

• Action
  List all workflows

  Returns the name and id of all workflows visible in the portal.

• Action
  List contact IDs of a company

  Given a company ID, finds all contacts in that company.

• Action
  List contact list memberships (v3)

  Returns the contacts that are currently members of a HubSpot contact list, identified by the list's v3 (ILS) id.

• Action
  List owners

  Returns a list of HubSpot account owners, supporting pagination and optional filtering by email.

• Action
  List pipelines

  Returns the pipelines for deals or tickets, depending on which object type you select.

• Action
  List pipeline stages

  Returns the stages in a specific deal or ticket pipeline.

• Action
  List records

  Lists records of the selected CRM object type.

• Action
  Log call

  Logs a completed call in HubSpot and links it to the given contacts.

• Action
  Merge contacts

  Merge two contact records. The contact ID will be treated as the primary contact, and the contact ID to merge will be treated as the secondary contact. Most recent property values such as email and name will overwrite older values.

• Action
  Parse property option errors

  Emits arrays of property and option names parsed from the input error message. Empty arrays are emitted if the input error message is empty.

• Action
  Remove contact from list (v3)

  Removes a contact from a HubSpot contact list, using the list's v3 (ILS) id. Only MANUAL and SNAPSHOT lists accept membership changes.

• Action
  Search contact lists (v3)

  Returns the contact lists in the connected HubSpot account, optionally narrowed by a name search, processing type, or object type. Each list comes back with its ILS (v3) list id, name and processing type.

• Action
  Search records

  Searches records of the selected CRM object type by filter criteria.

• Action
  Submit a form

  Submits a form to the Forms API

• Action
  Two-way sync add or update a company

  An action for two-way syncing new and updated companies, with enhanced on-the-fly mapping using company names for matching. Can only be used with enhanced two-way sync triggers that support on-the-fly mapping.

• Action
  Unsubscribe contact from all lists

  Unsubscribes a contact from all lists.

• Action
  Update company

  Updates an existing company specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update company multi-select property - check value

  Updates the specified multi-select property for the specified company such that the specified value is checked if not already checked.

• Action
  Update company multi-select property - uncheck value

  Updates the specified multi-select property for the specified company such that the specified value is unchecked (removed).

• Action
  Update contact

  Updates an existing contact specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update contact multi-select property - check value

  Updates the specified multi-select property for the specified contact such that the specified value is checked if not already checked.

• Action
  Update contact multi-select property - uncheck value

  Updates the specified multi-select property for the specified contact such that the specified value is unchecked (removed).

• Action
  Update contact properties

  Updates the values of up to 6 specified properties for the specified contact. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update custom object multi-select property - check value

  Updates the specified multi-select property for the specified custom object record such that the specified value is checked if not already checked.

• Action
  Update custom object record

  Updates a specified record in the specified custom object.

• Action
  Update custom object record pipeline and stage

  Updates the specified custom object record to place it in the specified pipeline and stage.

• Action
  Update deal

  Updates an existing deal specified by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased, and the related calculated amounts (amount in home currency, forecast amount) are left intact. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update deal multi-select property - check value

  Updates the specified multi-select property for the specified deal such that the specified value is checked if not already checked.

• Action
  Update deal multi-select property - uncheck value

  Updates the specified multi-select property for the specified deal such that the specified value is unchecked (removed).

• Action
  Update record

  Updates properties on a record of the selected CRM object type by ID. A field you map but leave EMPTY is IGNORED - the stored value is preserved, not erased. Because of that, this action cannot CLEAR a property: to empty one, edit it in HubSpot directly.

• Action
  Update ticket multi-select property - check value

  Updates the specified multi-select property for the specified ticket such that the specified value is checked if not already checked.

• Action
  Update ticket multi-select property - uncheck value

  Updates the specified multi-select property for the specified ticket such that the specified value is unchecked.

• Action
  Upload Files

  Imports a file into the HubSpot File Manager from a public URL (asynchronous import). Set the source URL plus optional name, public/indexable access, and hidden flag; emits the created file reference.

• Action
  Add Attachment To List Item

  Tool to add an attachment to a SharePoint list item. Use when you need to upload a binary file as an attachment to a specified list item.

• Action
  Add Default View Field

  Add one existing field to a SharePoint list's default view. This changes view membership but does not create or modify the field itself.

• Action
  Add Field Link To Content Type

  Tool to add a field link to a list content type. Use when you want to associate an existing list field with a content type.

• Action
  Add Role Assignment To Item

  Tool to add a role assignment to a list item. Use when granting specific permissions to a user or group after breaking inheritance if needed. This action is externally visible and permanently alters item permissions; obtain explicit human approval for the target item and `role_definition_id` before executing.

• Action
  Add Role Assignment To List

  Tool to add a role assignment to a SharePoint list. Requires the list to have broken role inheritance first via SHARE_POINT_BREAK_ROLE_INHERITANCE_ON_LIST; inheriting lists will reject unique role assignments. Use when granting permissions to a user or group on a specific list.

• Action
  Break Role Inheritance On Item

  Tool to break permission inheritance on a list item. Call this before adding new role assignments; adding assignments prior leaves the item still inheriting parent permissions, causing unexpected access behavior. Use when you need to uniquely set permissions on an item after copying or clearing parent assignments.

• Action
  Break Role Inheritance On List

  Breaks permission inheritance on a SharePoint list, allowing you to set unique permissions. When you break inheritance, you can choose to: - Copy parent permissions as a starting point (copy_role_assignments=true) - Start fresh with no inherited permissions (copy_role_assignments=false) - Clear unique permissions on child items to re-inherit from this list (clear_subscopes=true) Use this when you need to manage list-level permissions independently from the site. Must be called before SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST, which fails on lists still inheriting from the parent site.

• Action
  Check In File

  Tool to check in a file. Use after uploading or editing a document and you're ready to finalize changes.

• Action
  Check Out Site Page

  Check out a modern SharePoint page by its positive Site Pages list-item ID.

• Action
  Clear Default View Fields

  Remove every field from a SharePoint list's default view without deleting the fields themselves. This is a destructive view-configuration operation; use it only when the entire current default-view layout should be cleared.

• Action
  Copy Drive Item

  Start an asynchronous copy of a drive item and return Microsoft's monitor URL. A successful call means the copy was accepted, not completed; inspect the monitor outside this action until it reports completed or failed.

• Action
  Create Content Type

  Tool to create a new content type in SharePoint. Use when you need to define a custom content type with specific metadata structure for lists or libraries.

• Action
  Create Drive Item Sharing Link

  Tool to create a sharing link for a drive item in SharePoint or OneDrive. Use when you need to generate a shareable link with specific permissions (view/edit/embed) and scope (anonymous/organization/users). The link can optionally include password protection and expiration date.

• Action
  Create List Field

  Tool to create a new field (column) in a SharePoint list. Use when you need to programmatically add a column after confirming the list GUID.

• Action
  Create List Item By Id

  Tool to create a new item in a SharePoint list using the list's GUID. Use when you have the list GUID rather than the list title.

• Action
  Create List Item In Folder

  Tool to create a list item in a specific folder within a SharePoint list. IMPORTANT: This action works ONLY with SharePoint lists (not document libraries). The folder_url can be either a server-relative URL (e.g., '/Lists/MyList') or an absolute URL. To create files in document libraries, use a different action like upload_file.

• Action
  Create List View

  Create a view in a SharePoint list selected by GUID or exact title. Optional view settings are sent only when provided.

• Action
  Create Site Field

  Create a reusable web-level SharePoint field (site column) in the selected site. Use the returned field GUID and internal name when attaching or updating the site column.

• Action
  Create Upload Session

  Create a resumable upload session for a new file and return its preauthenticated upload URL.

• Action
  Delete File Item

  Deletes a file from a SharePoint document library permanently. This action removes the specified file and moves it to the site's recycle bin. Use this when you need to remove files that are no longer needed. This action is irreversible — the file cannot be recovered once removed from the recycle bin. The operation is idempotent - attempting to delete a non-existent file will succeed without error. Requires the server-relative path of the file (e.g., '/Shared Documents/FileName.ext').

• Action
  Delete Folder

  Deletes a folder from a SharePoint document library. This action permanently removes the specified folder and moves it to the site's recycle bin. Use this when you need to remove folders that are no longer needed. The operation is idempotent - attempting to delete a non-existent folder will succeed without error. Requires the server-relative path of the folder (e.g., '/Shared Documents/FolderName').

• Action
  Delete List

  Tool to delete a SharePoint list. Use when you need to remove a list by its GUID after confirming the correct list identifier.

• Action
  Delete List By Title

  Tool to delete a SharePoint list by its title. Use when you need to permanently remove a list and all its contents by specifying the list name.

• Action
  Delete List Item

  Tool to delete a SharePoint list item. Use when you need to permanently remove an item by its ID. Use after obtaining the item's ETag to ensure concurrency control.

• Action
  Delete List Items

  Tool to delete multiple SharePoint list items in bulk. Use when you need to permanently remove multiple items by their IDs. This action is irreversible - deleted items cannot be recovered. For recoverable deletion, use the recycle action instead. Use this action when you have a list of item IDs to delete from the same list.

• Action
  Delete Recycle Bin Item Permanent

  Tool to permanently delete a SharePoint Recycle Bin item. Use after confirming the item's GUID to remove it irrevocably.

• Action
  Download File By Server Relative Url

  Tool to download a file by server-relative URL. Use when you need to fetch the raw bytes of a SharePoint file by its server-relative path.

• Action
  Ensure User

  Ensures a user exists in a SharePoint site by their login name. If the user already exists, returns their info; if not, adds them to the site — this is a write operation with a provisioning side effect, not a read-only presence check. Use when you need to add a user or get their user ID for permissions. The login name must be in SharePoint claims format (e.g., 'i:0#.f|membership|user@domain.com'). This action only registers the user in the site collection and does not grant any permissions. To assign list-level access, pass the returned Id field as principal_id to SHARE_POINT_ADD_ROLE_ASSIGNMENT_TO_LIST.

• Action
  Follow

  Follow a SharePoint user, document, site, or tag. Use to make the authenticated user follow a specified actor. Supports following users (actor_type=0), documents (actor_type=1), sites (actor_type=2), or tags (actor_type=3).

• Action
  Get Changes

  Tool to retrieve changes from SharePoint list change log. Use when processing webhook notifications to get actual changes that occurred. Set boolean flags in query (Add, Item, Update, etc.) to filter change types. Store the ChangeToken from the last change and use as ChangeTokenStart in subsequent calls to track only new changes.

• Action
  Get Content Type

  Tool to retrieve a single SharePoint content type by its ID. Use when you need detailed information about a specific content type including its fields, forms, and metadata.

• Action
  Get Content Types For List

  Tool to retrieve all content types for a specific SharePoint list by GUID. Use when you need the content type IDs, names, and descriptions of every content type in a list.

• Action
  Get Drive By Id

  Get one SharePoint or OneDrive drive by its drive ID from the selected site endpoint.

• Action
  Get Drive Item Analytics

  Tool to get analytics for a SharePoint drive item. Use when you need to retrieve access statistics (view counts, unique viewers) for files or folders in SharePoint/OneDrive.

• Action
  Get Drive Item By Id

  Get metadata for one file or folder by drive ID and item ID from a SharePoint site or provider-derived OneDrive for Business personal-site URL.

• Action
  Get Drive Item Thumbnails By Path

  Retrieve thumbnail URL and dimension sets for a default-drive item by path.

• Action
  Get Group Users

  Retrieves all users who are members of a specified SharePoint group. This action returns user information including IDs, names, email addresses, login names, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination. Use this when you need to audit group membership, check user permissions, or list members of a specific group.

• Action
  Get Group Users By Id

  Tool to retrieve all users in a specific SharePoint site group by group ID. Use when you have the numeric group ID and need to list all members of that group, including their IDs, names, email addresses, and permission details. Supports OData query parameters for filtering, sorting, field selection, and pagination.

• Action
  Get Item Attachment Content

  Tool to download an attachment from a SharePoint list item. Use when retrieving the binary contents of a specific attachment after confirming the list title, item ID, and filename.

• Action
  Get List By Guid

  Tool to retrieve a SharePoint list by its GUID. Use when you need to fetch list metadata by its unique identifier. Prefer over name-based lookup tools when the GUID is known, as names may collide across similarly named lists.

• Action
  Get List By Title

  Tool to retrieve a SharePoint list by its title. Use when you need to fetch list metadata by title.

• Action
  Get List Content Type By Id

  Tool to retrieve a specific content type from a SharePoint list by its ID. Use when you need detailed information about a particular content type including its fields, schema, and metadata.

• Action
  Get List Field

  Get one field definition from a SharePoint list by field GUID or exact internal name/title.

• Action
  Get List Item By Id

  Tool to retrieve a SharePoint list item by ID. Use when you need to fetch a specific item after knowing its ID.

• Action
  Get List Items

  Tool to retrieve items from a SharePoint list. Use when you need to fetch list entries with optional OData parameters.

• Action
  Get List Items By Guid

  Tool to retrieve items from a SharePoint list using its GUID. Use when you have the list's unique identifier and need to fetch list entries with optional OData parameters.

• Action
  Get List Item Version

  Tool to retrieve a specific version of a SharePoint list item. Use when you need to access historical versions of list items.

• Action
  Get Shares

  Access a shared SharePoint file or folder by share ID or encoded sharing URL without granting lasting access.

• Action
  Get Site By Hostname

  Retrieve SharePoint site information by hostname or URL. Returns site metadata including site ID, display name, URLs, and timestamps. Use this action when you need to discover a site's identifier or properties using only its hostname, which is essential for subsequent operations requiring siteId. Useful for validating site existence or obtaining site metadata without prior knowledge of internal IDs.

• Action
  Get Site By Id

  Tool to retrieve information about a SharePoint site (web) by its unique identifier. Use this action when you have a specific site GUID and need to fetch its metadata such as title, URL, language, or template information.

• Action
  Get Site Drive Item By Path

  Tool to retrieve a file or folder by its server-relative path in a SharePoint site. Use when you need to get metadata for an item (file or folder) by path.

• Action
  Get Site Page Content

  Tool to retrieve modern SharePoint Site Pages content by reading list item fields. Use when a .aspx page result cannot be downloaded as a file or when you need the structured content (CanvasContent1, LayoutWebpartsContent) of modern pages.

• Action
  Get Upload Session

  Returns the status of a resumable file upload session: which byte ranges are still expected and when the session expires.

• Action
  Get User Effective Permissions On Web

  Get a user's effective permissions on the current SharePoint site (Web). This action retrieves the combined permissions a user has on the site, taking into account direct permissions, group memberships, and permission inheritance. Use this when you need to verify what permissions a user or group has before performing operations. The response contains permission masks as 64-bit integers split into high and low 32-bit values. A value of "0" for both means no permissions. Returns site-level permissions only; list-level or item-level grants and restrictions are not reflected.

• Action
  Get Webhook Subscriptions

  Tool to retrieve all webhook subscriptions on a SharePoint list. Use when you need to view existing webhook configurations for a list.

• Action
  Is Followed

  Tool to check if the current user is following a specified actor. Use when verifying follow status before performing follow or unfollow operations.

• Action
  List Content Type Field Links

  Returns the field links (columns) attached to a SharePoint site content type.

• Action
  List Default View Fields

  List the field internal names currently displayed in a SharePoint list's default view. Use this before adding or clearing default-view fields, and use SHARE_POINT_LIST_LIST_COLUMNS when full field definitions are needed.

• Action
  List Drive Children

  Tool to list children (files and folders) in a SharePoint drive using REST API v2.0. Use when you need to enumerate items in a drive's root folder or a specific folder within the drive.

• Action
  List Drive Item Permissions

  List effective sharing permissions for one drive item. This returns drive-item sharing/link permissions, not SharePoint web role assignments; non-owners may receive only permissions that apply to them.

• Action
  List Drive Item Versions

  List retained versions of a SharePoint drive item, newest first.

• Action
  List Drive Recent Items

  Tool to list recently modified items in a SharePoint drive using Microsoft Graph API. Returns files and folders from the root folder sorted by modification time (most recent first). Note: This action uses the /root/children endpoint with $orderby=lastModifiedDateTime desc to retrieve recently modified items from the root folder.

• Action
  List Files In Folder

  Tool to list files within a SharePoint folder (non-recursive; does not enumerate subfolders). Use when you need to enumerate all files in a folder by its server-relative URL. To cover nested structures, call the tool separately for each subfolder.

• Action
  List Item Attachments

  Tool to list all attachments for a SharePoint list item. Use when you need to retrieve filenames and server-relative URLs of each attachment after confirming the list title and item ID.

• Action
  List List Columns

  List column definitions for a SharePoint list. First use SHARE_POINT_LIST_ALL_LISTS on the target site to obtain the list Id, then call this action with that list_id and the same site_name. Returns field metadata including column names, types, and properties.

• Action
  List List Views

  List saved views for a SharePoint list selected by GUID or exact title, with optional OData projection, filtering, sorting, and offset pagination.

• Action
  List Scoped Role Assignments

  List principals and expanded permission-level bindings on a SharePoint list or list item. The delegated user must have a permission level containing Enumerate Permissions on the selected resource.

• Action
  List Subfolders In Folder

  Tool to list immediate child folders within a SharePoint folder. Use when you need folder navigation or directory discovery by server-relative URL.

• Action
  Publish Site Page

  Publish the latest version of a modern SharePoint site page by its positive item ID.

• Action
  Recycle File

  Tool to move a file to the Recycle Bin. Use when you need to recycle a file after confirming its folder and filename paths.

• Action
  Recycle List Item

  Tool to move a list item to the Recycle Bin. Use when you need to soft-delete an item but preserve the ability to restore it.

• Action
  Redeem Share

  Redeem a SharePoint sharing link and grant the connected account durable access to the shared file or folder.

• Action
  Rename Folder

  Renames a SharePoint folder by updating its list item metadata. To use this action: 1. Provide the folder path and new leaf folder name. 2. The action updates the folder list item fields needed by SharePoint. The rename operation updates both the folder's display name (Title) and actual name (FileLeafRef). Note: This only changes the folder name, not its location in the hierarchy.

• Action
  Render List Data As Stream

  Retrieve list items from SharePoint with rich metadata and formatting. Returns items in the 'Row' array along with pagination info (FirstRow, LastRow, NextHref). Supports CAML queries via ViewXml for filtering and sorting. Use this when you need list data with properly formatted field values, lookup fields, or managed metadata - more capable than standard OData endpoints.

• Action
  Resolve Sharing Link

  Resolve a SharePoint sharing URL or provider share token to its underlying drive item. Provide exactly one of sharing_url or share_token.

• Action
  Restore Drive Item Version

  Tool to restore a previous version of a SharePoint drive item. Use when you need to revert a file to an earlier version.

• Action
  Restore Recycle Bin Item

  Tool to restore a SharePoint Recycle Bin item. Use when you need to recover a deleted item by providing its GUID.

• Action
  Search Files

  Search for files across all SharePoint sites and OneDrive using Keyword Query Language. Returns files matching the query with metadata like title, path, size, author, and modification time. Use this action when you need to discover files broadly across an organization without knowing specific drive IDs or site locations. Results are automatically filtered to show only document content types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or query contains an equivalent Path restriction. Use from_index and row_limit parameters to paginate through large result sets.

• Action
  Search Query

  Search SharePoint content using Keyword Query Language (KQL). Returns documents, list items, folders, and other content matching your query. Supports filtering by properties (file type, author, date), pagination, and custom property selection. Results are nested under PrimaryQueryResult→RelevantResults→Table→Rows→Cells as Key/Value pairs requiring explicit extraction. Results are security-trimmed: inaccessible content never appears even if it exists. Use contentclass (e.g., STS_Site, STS_Web, STS_ListItem_DocumentLibrary) in querytext to isolate specific item types. A site_name changes the endpoint context but does not isolate results unless restrict_to_site_path is enabled or querytext contains an equivalent Path restriction.

• Action
  Sharepoint Check Out File

  Tool to check out a file in a document library. Use when you need to lock a file before making changes.

• Action
  Sharepoint Create Folder

  Creates a new folder in sharepoint using the rest api.

• Action
  Sharepoint Create List

  Creates a new list in sharepoint using the rest api.

• Action
  Sharepoint Create List Item

  Creates a new item in a sharepoint list.

• Action
  Sharepoint Create User

  Creates a new user in sharepoint.

• Action
  Sharepoint Find User

  Finds a user in both microsoft graph and sharepoint to verify their existence and status.

• Action
  Sharepoint Remove User

  Removes a user from sharepoint. will not fail if user doesn't exist.

• Action
  Undo Checkout File

  Tool to undo a file checkout, discarding any changes made while checked out. Use when you need to cancel edits and unlock the file without saving.

• Action
  Update Content Type

  Tool to update a SharePoint content type's properties such as name, description, group, or hidden status. Use when you need to modify content type metadata.

• Action
  Update Drive Item

  Tool to update the properties of a drive item (file or folder) in SharePoint using SharePoint REST API. Use when you need to rename files/folders or update their title property.

• Action
  Update File Item

  Tool to update metadata fields on a SharePoint file item via its ListItemAllFields. Use this action when you need to modify document properties, custom columns, or metadata without changing the file content itself. This operates on the list item behind the file, allowing you to set Title, Status, Owner, Categories, or any other library column.

• Action
  Update List

  Tool to update properties of an existing SharePoint list. Use when you need to modify list metadata such as title, description, or settings like versioning and attachments.

• Action
  Update List Field

  Update one or more mutable properties of an existing SharePoint list field identified by list and field GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes the field schema for the selected list.

• Action
  Update List Item

  Tool to update fields on an existing SharePoint list item. Use when you need to modify an item's properties with proper ETag concurrency control via MERGE.

• Action
  Update List View Fields

  Add, move, or remove all fields in one SharePoint list view selected by GUID or title.

• Action
  Update Site

  Tool to update properties of the current SharePoint site (web). Use when you need to modify site title, description, or other SP.Web properties via MERGE.

• Action
  Update Site Field

  Update mutable properties of an existing SharePoint site field by GUID. Provide at least one of title, description, required, hidden, indexed, or enforce_unique_values. This changes reusable web-level schema for the selected site.

• Action
  Upload File

  Tool to upload a file to a SharePoint document library or folder. Use when you need to programmatically add or update a file in a document library.

• Action
  Upload From Url

  Tool to fetch a file from a URL and upload it to SharePoint. Use when you need to upload files directly from external URLs without downloading them to the client first. When a file with the same name already exists, use conflict_behavior to control the behavior: - 'replace': Overwrites the existing file (fails with HTTP 423 if the file is locked/open) - 'fail': Returns an error if a file with that name exists - 'rename': Uploads with an auto-generated suffix (e.g., 'report 1.docx'), bypassing file locks

• Action
  Upload Large File

  Create a direct-v2 upload session and upload one file in sequential chunks.

• Action
  Validate And Update Document Fields

  Validate and commit document-library field values for a SharePoint file. Inspect every returned HasException and ErrorMessage because HTTP 200 can include rejected fields.

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