Connect Stora to Microsoft SharePoint

Both apps 40Stora 27Microsoft SharePoint 13

• Trigger
  Completed Task

  Triggers when a task is completed.

• Trigger
  Finalized Order

  Triggers when an order is finalized (ready for payment).

• Trigger
  New Contact

  Fires when a contact is created in Stora.

• Trigger
  New Note

  Triggers when a new note is created.

• Trigger
  New Order

  Triggers when a new order is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Reopened Task

  Triggers when a completed task is reopened.

• Trigger
  Updated Contact

  Triggers when a contact is updated.

• Trigger
  Updated Note

  Triggers when a note is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Complete Task

  Marks a Stora task as complete.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Note

  Create a note attached to a contact, unit, subscription or task in Stora.

• Action
  Create Task

  Creates a new task.

• Action
  Create Timeline Event

  Creates a new timeline event.

• Action
  Delete Contact

  deletes a contact by id (scope public.contact:write). Only lead contacts without invoices can be deleted; others return 409.

• Action
  Find Contact

  Returns the contacts that match the given email, name/phone search or filters. The first match is also returned on its own.

• Action
  Find Order

  Finds orders matching the given contact, site, status, source, billing period or date criteria and returns the matches plus the first match.

• Action
  Find Site

  Find self-storage sites by name, optionally narrowed by creation or update date.

• Action
  Find Staff Member

  Finds Stora staff members by name or email.

• Action
  Find Task

  Find tasks in Stora by related record, assignee, status or date range.

• Action
  Find Unit

  Finds a unit by ID, reference ID, unit type, or site.

• Action
  Find Unit Type

  Finds unit types whose name contains the text you give, optionally narrowed to a site and a created/updated date range.

• Action
  Reopen Task

  Mark a completed Stora task as open again.

• Action
  Update Contact

  Update an existing Stora contact. Only the fields you fill in are changed.

• Action
  Update Note

  Update an existing note in Stora: change its text, move it to a different contact, unit, subscription or task, or replace its metadata. Fields left blank are not changed.

• Action
  Update Task

  Update an existing Stora task's title, description, due date, site, assignee, related record or metadata. Fields left blank are not changed.

• 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
  Get List Field

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

• 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
  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
  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
  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
  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.

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