--- title: "Connect HubSpot to Microsoft SharePoint - APIANT.ai" description: "When \"Deal stage changed\" fires in HubSpot, your agent runs \"Add Attachment To List Item\" in Microsoft SharePoint." canonical: "https://apiant.ai/connect/hubspot-to-microsoft-sharepoint" --- # Connect HubSpot to Microsoft SharePoint When **Deal stage changed** fires in [HubSpot](https://apiant.ai/connections/hubspot), your agent runs **Add Attachment To List Item** in [Microsoft SharePoint](https://apiant.ai/connections/microsoft-sharepoint). Describe the whole flow and it is built, tested on every scenario and kept running. HubSpot **29** triggers HubSpot **137** actions Microsoft SharePoint **100** actions What the catalog holds today. Ask for anything missing and your agent reads the API documentation and adds it. ## What do you want HubSpot and Microsoft SharePoint 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 HubSpot can start in Microsoft SharePoint - When **Deal stage changed** in HubSpot then **Add Attachment To List Item** in Microsoft SharePoint - When **Form submitted** in HubSpot then **Add Role Assignment To Item** in Microsoft SharePoint 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 HubSpot and Microsoft SharePoint ## Triggers and actions 29 triggers · 237 actions - 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. ## Each app on its own - [ **HubSpot** HubSpot is your all-in-one stop for all of your marketing software needs.](https://apiant.ai/connections/hubspot) - [ **Microsoft SharePoint** SharePoint is a Microsoft platform for document management and intranets, enabling teams to collaborate...](https://apiant.ai/connections/microsoft-sharepoint) Reviews ## What our customers say ## More from HubSpot - [ **HubSpot to Salesforce** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/hubspot-to-salesforce) - [ **HubSpot to Google Sheets** Google Sheets](https://apiant.ai/connect/hubspot-to-google-sheets) - [ **HubSpot to Stripe** Stripe is a payment processing platform for online businesses.](https://apiant.ai/connect/hubspot-to-stripe) - [ **HubSpot to Shopify** Shopify is a commerce platform for online stores and retail point-of-sale.](https://apiant.ai/connect/hubspot-to-shopify) - [ **HubSpot to QuickBooks Online** QuickBooks Online accounting — manage customers, invoices, bills, payments, vendors, expenses, and more via...](https://apiant.ai/connect/hubspot-to-quickbooks-online) - [ **HubSpot to Pipedrive** Pipedrive is a sales CRM and pipeline management tool.](https://apiant.ai/connect/hubspot-to-pipedrive) ## More into Microsoft SharePoint - [ **Salesforce to Microsoft SharePoint** Salesforce is a leading enterprise customer relationship management (CRM) platform.](https://apiant.ai/connect/salesforce-to-microsoft-sharepoint) - [ **Slack to Microsoft SharePoint** Slack is a messaging platform for teams. Post messages, manage channels, users, reminders, and react to...](https://apiant.ai/connect/slack-to-microsoft-sharepoint) - [ **Google Sheets to Microsoft SharePoint** Google Sheets](https://apiant.ai/connect/google-sheets-to-microsoft-sharepoint) - [ **Gmail to Microsoft SharePoint** Gmail is Google’s email service, featuring spam protection, search functions, and seamless integration with...](https://apiant.ai/connect/gmail-to-microsoft-sharepoint) - [ **Google Calendar to Microsoft SharePoint** Google Calendar is a time management tool providing scheduling features, event reminders, and integration...](https://apiant.ai/connect/google-calendar-to-microsoft-sharepoint) - [ **Google Drive to Microsoft SharePoint** Google Drive is a cloud storage solution for uploading, sharing, and collaborating on files across devices...](https://apiant.ai/connect/google-drive-to-microsoft-sharepoint) Questions ## HubSpot and Microsoft SharePoint, answered ### ### What can start an automation from HubSpot? Any of HubSpot's 29 triggers in the catalog, including Deal stage changed, Form submitted, New associated object and New blog post. Describe the moment in plain language and your agent picks the right one. ### ### What can your agent do in Microsoft SharePoint when something happens in HubSpot? Any of Microsoft SharePoint's 100 actions, including Create Content Type, Create Drive Item Sharing Link, Create List Field and Create List Item By Id. Your agent maps the data both ways and tests every scenario before it ships. ### ### Can it also run from Microsoft SharePoint to HubSpot? Microsoft SharePoint has no triggers in the catalog today, so automations start in HubSpot. If you need the other direction, ask: your agent reads Microsoft SharePoint's API documentation and adds it. ### ### Do I have to build a connector for HubSpot or Microsoft SharePoint? 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 HubSpot and Microsoft SharePoint 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.