Connect TripWorks to Microsoft SharePoint

Both apps 276TripWorks 176Microsoft SharePoint 100

• Trigger
  Customer Created

  Triggers when a new customer is added in TripWorks.

• Trigger
  Customer Updated

  Triggers when a customer is added or any of the customer's details change.

• Trigger
  Payment Created

  Triggers when a payment is recorded on a trip.

• Trigger
  Trip Created

  Triggers when a new trip is booked.

• Trigger
  Trip Reserved

  Triggers when a trip reaches the reserved status.

• Trigger
  Trip Updated

  Triggers when a trip is booked or any of its details change.

• Trigger
  Waiver Signed

  Triggers when a guest signs a waiver.

• Action
  Activate Gift Card

  Makes a gift card active and sets its expiry from your account's gift card expiration policy: a date that many years ahead, or no expiry if the account does not expire gift cards. The balance is not changed, and the activation is recorded in the card's transaction history.

• Action
  Add Experience Waiver Config

  Attaches a waiver type to this experience as its next waiver, after the ones already there. Send `waiver_type_id`, the waiver type's internal numeric id. Returns 201 with the new waiver config. An experience can have at most 3 waiver configs and each waiver type can appear once.

• Action
  Assign Custom Field to Experience

  Asks a custom field on this experience, at the end of its order. Assigning a field that is already assigned changes nothing.

• Action
  Cancel Experience Timeslots

  Cancels timeslots and the trip orders booked on them. Choose what to cancel with exactly one of:

• Action
  Clear Callbot Schedule Override

  Ends the schedule override in force, if any, so the schedule decides again. Clearing when none is in force succeeds and changes nothing. Returns the callbot.

• Action
  Clear Resource Blackout Window

  Makes the resources available again for a window: blackouts inside it are deleted, one that spans it is split in two, and one that overlaps an edge is trimmed. Send `resource_ids` (at most 100, else 422 `too_many_resource_ids`), `start_time` and `end_time`; `note` is optional and recorded as the rea

• Action
  Clone Widget

  Creates a copy of a widget, the same way the Clone button in the widget builder does. The copy has the same type, selection, experiences, defaults and configuration (including custom CSS), its name is the original's name followed by " (Copy)", and it gets its own widget id; usage figures and past wi

• Action
  Create Experience Timeslot Config

  Creates a schedule and queues the generation of its timeslots for every activity in `experience_ids`. Replies 202 with `config_id`, `queued_experience_cnt`, `request_id` and `timeslot_cnt` (how many timeslots will be created in total), and a `Location` header pointing at the schedule.

• Action
  Delete Booking

  Removes the booking from its trip order, exactly as removing a guest in the back office does. Send no body. Removing the last booking on a trip order cancels the trip order (`trip_order_cancelled` true), except on an e-commerce cart that is still a draft, where the whole trip order is deleted instea

• Action
  Delete Callbot

  Permanently deletes a callbot, releases its phone number and removes it from the voice provider. Returns 424 `agent_teardown_failed` and keeps the callbot when the provider could not be cleaned up.

• Action
  Delete Callbot Pronunciation

  Removes a word from the list and updates every callbot with the voice provider in the background.

• Action
  Delete Customer

  Permanently deletes a customer. Blocked with 409 `in_use`, which includes the counts of what still references the customer, while the customer has bookings, trips, waivers, credit cards or CRM messages. To combine duplicate customers, use Merge instead of deleting.

• Action
  Delete Custom Field

  Permanently deletes a custom field. Blocked (409) while it has answers on any trip or booking, or is assigned to an experience; the response says how many. Fields that depended on it become always shown.

• Action
  Delete Custom Field Value

  Permanently deletes an answer. The custom field and the trip or booking are untouched.

• Action
  Delete Experience

  Permanently deletes an experience. Blocked (409) if it still has bookings, so cancel or move those bookings first.

• Action
  Delete Experience Customer Type

  Permanently deletes a customer type and its channel mappings. Blocked with 409 `default_type_not_removable` while it is the default, and 409 `type_has_bookings` once any booking uses it; hide it with `is_visible: false` instead.

• Action
  Delete Experience Timeslot

  Permanently deletes a timeslot. Blocked with 409 `delete_blocked_has_bookings` while it has bookings: cancel it instead.

• Action
  Delete Experience Waiver Config

  Removes a waiver config from this experience. Removing the last one turns off the experience's waiver requirement; see the warning on this resource.

• Action
  Delete Gift Card

  Permanently deletes a gift card. Refused while the card's trip is locked.

• Action
  Delete Knowledge Base

  Permanently deletes a knowledge base, its stored content, and its copy at the voice/chat provider.

• Action
  Delete Location

  Permanently deletes a location. Blocked with 409 `last_location` if this is the account's only location, or 409 `in_use` if an experience, trip, trip order, card reader or shipment still uses it; the error's `dependencies` object gives those counts. Set `is_live` to false to archive a location inste

• Action
  Delete Multiple Experience Timeslots

  Permanently deletes many timeslots, chosen with `ids` or `filters` exactly as for updating many. A timeslot that has bookings is skipped and counted in `blocked_cnt`; cancel it instead. `dry_run: true` returns `would_apply_cnt` and `blocked_cnt` and deletes nothing. More than 1,000 timeslots is refu

• Action
  Delete Promo Code

  Permanently deletes a promo code. Blocked with 409 `redeemed`, where `uses` is the number of redemptions, if the code has already been redeemed on an order. To stop such a code being used, set its `promo_code_status_id` to inactive instead.

• Action
  Delete Reseller

  Permanently deletes a reseller. Blocked (409 `in_use`, with the trip and invoice counts) while any trip or invoice still references the reseller; notes and cards on file are not counted.

• Action
  Delete Resource

  Permanently deletes a resource along with its blackouts, past and future. Blocked (409) while a real booking is assigned to it. `blackout_removed_cnt` says how many blackouts went with it.

• Action
  Delete Resource Blackout

  Removes a blackout; the resource is available again for that window.

• Action
  Delete Resource Usage

  Removes a usage: the guest is no longer assigned to the resource.

• Action
  Delete Restriction

  Permanently deletes a restriction. Every experience requires a restriction, so one that experiences still use is refused with 409 `requires_merge` unless you also send `merge_target_id`; the error's `uses` gives the number of experiences affected. Send `merge_target_id` in the request body, the id o

• Action
  Delete Review

  Permanently deletes a review. This cannot be undone and the review is not archived; any booking it was linked to is left unchanged.

• Action
  Delete Trip Note

  Permanently deletes a trip note.

• Action
  Delete Trip Source

  Permanently deletes a trip source. A built-in source cannot be deleted (409 `read_only`). If trips still use the source, the request is blocked (409 `requires_merge`, with the number of trips in `uses`) unless the body includes `merge_target_id`, the public id of another trip source: those trips are

• Action
  Delete Waiver Type

  Permanently deletes a waiver type. Blocked (409 `in_use_delete`) if it has been signed, is used by an activity or is required on a booking; archive it instead. The error includes `dependencies` with the signed, activity and booking counts.

• Action
  Delete Widget

  Deletes a widget. The widget disappears from the list and stops loading on your website (its embed code returns not found); its past widget events are kept and still report the widget's name. This cannot be undone through the API, so to switch a widget off temporarily set `is_active` to `false` inst

• Action
  Get Audit Log

  Returns one audit log entry by id, with every field change or event detail it contains.

• Action
  Get Availability Insights

  Returns how each timeslot is selling, with a summary over the selection. The overview above explains every field. Requires the `availability.read` scope; add `reports.read` for the revenue fields.

• Action
  Get Booking

  Returns a single booking by id, including `booking_status_id`, the price breakdown (see Money), `customer_id`, `trip_order_id`, `resources` (each assignment with resource name and type, start and end time, duration and note), `custom_fields` and `a

• Action
  Get Booking Check-in QR Code

  The QR code to print on, or show with, this guest's ticket, as a PNG data URI you can put in an `img` tag, plus the address it encodes (`check_in_url`). Scanning it opens that address, which needs a signed-in user of this account; the address identifies the guest by this id, never by name, so it wor

• Action
  Get Callbot

  Returns a single callbot by id with its weekly hours, its knowledge base and team member ids, and any schedule override in force.

• Action
  Get Callbot Pronunciation

  Returns a single pronunciation by id.

• Action
  Get Country by Code

  Returns a single country by its two-letter ISO 3166-1 alpha-2 code (case-insensitive). Responds 404 when the code is not supported.

• Action
  Get Customer

  Returns a single customer by id.

• Action
  Get Custom Field

  Returns a single custom field by id, with its dropdown `options`, the `experience_ids` it is asked on and any dependency on another field.

• Action
  Get Custom Field Value

  Returns a single custom field answer by id.

• Action
  Get Experience

  Returns a single experience by id, with its ticket types and images.

• Action
  Get Experience Customer Type

  Returns one customer type of this experience. Returns 404 `mismatched_experience` when it belongs to a different experience.

• Action
  Get Experience Timeslot

  Returns one timeslot by id, including the ids of its assigned guides and its ticket types with their booked, held and availability counts (`customer_types`, the same name the activity uses for its ticket types; not part of the list). An id that matches no timeslot returns 404.

• Action
  Get Experience Timeslot Config

  Returns one schedule by id, with `generation`: for each activity, `state` (`idle`, `running` or `failed`) and `failed_at`. An id that matches no schedule returns 404.

• Action
  Get Gift Card

  Returns a single gift card by id, with its balance, status and recipient.

• Action
  Get Knowledge Base

  Returns a single knowledge base by id, including its text content for a `text` knowledge base.

• Action
  Get Knowledge Base Citation

  Returns a single knowledge base lookup by id.

• Action
  Get Location

  Returns one location by id. An id that matches no location returns 404.

• Action
  Get Manifest

  Returns the guest roster for a day or a range of up to 31 days, in departure order. The overview above explains how an entry is organised, the filters and how to check guests in. Requires both the `manifest.read` and `bookings.read` scopes.

• Action
  Get Payment Detail Report

  One row per successful payment in the date range, with the trip it was taken against. Amounts are integers in cents.

• Action
  Get Payout Detail Report

  One row per transaction inside each payout in the date range, with the payout it was paid out in and the trip's confirmation code. Columns starting `payout.` are the payout's own figures, repeated on every row of that payout, so do not add them up across rows; use Payouts for payout totals. Amounts

• Action
  Get Payouts Report

  One row per payout, the deposits made to your bank account. `gross_amount` is Charges and `net_amount` is the Deposit Amount. Amounts are integers in the smallest currency unit (cents for USD), and `currency` names it; refunds and fees are negative. Use Payout Detail for the transactions inside each

• Action
  Get Phone Call

  Returns a single phone call by id, with its transcript and tags.

• Action
  Get Phone Call Tag

  Returns a single phone call tag by id.

• Action
  Get Promo Code

  Returns a promo code, including the experiences, ticket types and date windows it applies to.

• Action
  Get Report Run

  Returns one report run.

• Action
  Get Reseller

  Returns a single reseller by id.

• Action
  Get Resource

  Returns a single resource by id.

• Action
  Get Resource Blackout

  Returns a single blackout by id.

• Action
  Get Resource Usage

  Returns a single resource usage by id.

• Action
  Get Restriction

  Returns one restriction by id. An id that matches no restriction returns 404.

• Action
  Get Review

  Returns a single review by its id, including its derived sentiment fields. Responds 404 for an id that does not exist in your account.

• Action
  Get Sales Detail Report

  One row per trip in the date range. Amounts are integers in cents.

• Action
  Get Team Member

  Returns one team member by id, including the permission groups they belong to. An id that matches no visible team member returns 404.

• Action
  Get Trip

  Returns a single trip by id with its full tree: `trip_orders` (every activity on the trip, including cancelled ones) and each order's `bookings`, fully detailed. Each booking lists its `addons`. A deleted trip (removed by staff, not a cancellation) is still returned; its `trip_status` is `deleted`.

• Action
  Get Trip Note

  Returns a single trip note by id.

• Action
  Get Trip Order Detail Report

  One row per booked trip order on a reserved trip in the date range, with its experience and trip. Amounts are integers in cents.

• Action
  Get Trip Payment

  Returns a single payment or refund by id.

• Action
  Get Trip Source

  Returns a single trip source by id.

• Action
  Get Waiver

  Returns a single signed waiver by id, with the same fields as the list.

• Action
  Get Waiver Document Link

  Returns a link to the signed PDF of this waiver, valid for five minutes. Each call issues a new link and writes an audit log entry naming the key that asked.

• Action
  Get Waiver Type

  Returns a single waiver type by id, including its waiver text and every signer requirement.

• Action
  Get Widget

  Returns a single widget by the widget id from its embed code. Responds 404 for an id that does not exist in your account, or belongs to a deleted widget.

• Action
  Get Widget Funnel

  A conversion funnel over the widget events: how many visitor sessions reached each stage, with the percent of the first stage and of the previous stage. Each stage counts the distinct sessions that fired that event in the period, in any order, so a visitor counts once per stage however many times th

• Action
  Get Widget Log

  Returns a single widget event by its id. Responds 404 for an id that does not exist in your account.

• Action
  List Audit Log

  Returns audit log entries, newest first, optionally filtered and sorted. The overview above explains what is recorded, how to read an entry and how to filter by record, team member, entry type and date.

• Action
  List Blackouts of Resource

  Returns the blackouts on one resource: the times it is unavailable, earliest first.

• Action
  List Booking Add-ons

  Returns the add-ons on this booking (options the guest picked, such as an extra hour or a meal choice), oldest first, each with its `addon_title`: exactly the booking's `addons`. The `total` of every line whose `price_adjust_type_id` is not 2 adds up to the booking's `addons_total`, and `total_gross

• Action
  List Booking Custom Fields

  Returns the booking's custom fields: exactly the entries of the booking's `custom_fields`, `{id, slug, name, type, value, required}` (plus `unit`, `lbs` or `kg`, on Weight fields), for every booking-level custom field that applies to its experience, in back-office order, answered or not (`value` is

• Action
  List Booking Products

  Returns the products (extras sold with the ticket, such as a photo package or a rental) on this booking, oldest first. It is a full breakdown of the booking's `products_total`: the `total` of every line adds up to `products_total`, and `total_gross` adds up to `products_total_gross`. Amounts are int

• Action
  List Booking Resource Usages

  Returns the resource usages on a booking: the resources (boats, vehicles, guides and so on) this guest is assigned to, earliest first.

• Action
  List Bookings

  Returns a paginated list of bookings, newest first (highest `id` first; ids only ever increase, so this is creation order). Filter by `trip_order_id`, `customer_id`, `booking_status_id`, `experience_customer_type_id` and `booking_waiver_status` (a slug). Only these indexed fields can be filtered, an

• Action
  List Booking Statuses

  Returns the account's booking statuses in display order. Use an `id` from this list as `booking_status_id` when setting a booking's status or adding a booking. Custom statuses share the slug `user`, so always identify a status by `id`, never by `slug` or `name`.

• Action
  List Booking Waivers

  Returns the booking's waiver requirements: exactly the entries of the booking's `waivers`, `{waiver_type_id, name, status, has_signed_waiver, waiver_id}`, one for every waiver requirement of its experience, signed or not. `status` is `signed` or `unsigned` (a requirement with no record is `unsigned`

• Action
  List Callbot Pronunciations

  Returns the account's pronunciation list ordered by word, paginated. Filter by `word` or `say`; `?sort=word` and `?sort=-word` change the order.

• Action
  List Callbots

  Returns a paginated list of callbots ordered by name, one flat row each without the weekly hours, the knowledge base and team member ids or the schedule override details. Filter by `name`, `is_active`, `voice_id`, `phone_number`, `twilio_number`, `notification_mode`, `hours_mode`, the `can_*` flags,

• Action
  List Callbot Voices

  Returns the voices a callbot can use: the `id` is the value to send as `voice_id` when creating or updating a callbot. This is a short list returned whole, without pagination or a `meta` block.

• Action
  List Countries

  Returns a paginated list of supported countries, ordered by name. Filter by code, name, three-letter code or dialing code, and sort by `name` or `code`.

• Action
  List Customers

  Returns customers.

• Action
  List Custom Fields

  Returns a paginated list of custom fields in the account-wide order. Filter by `custom_field_map` (`trip` or `booking`), `custom_field_type` slug, `visibility`, `is_required`, `internal_name`, `title`, `parent_custom_field_id`, or by ranges on `sort_order`, `min_value`, `max_value` and `created_at`.

• Action
  List Custom Field Values

  Returns a paginated list of custom field answers, newest first. Filter by `booking_id` for one guest's answers, `trip_id` for one reservation's, or `custom_field_id` for every answer to one field.

• Action
  List Experience Customer Types

  Returns every customer type of this experience in display order, lowest `sort_order` first. The list is not paginated. Narrow it with the filters below, for example `?is_visible=true` or `?name[contains]=adult`. Customer types with no value for a numeric filter never match it, and `is_group=false` m

• Action
  List Experience Custom Fields

  Returns the custom fields asked on this experience, in the order guests and staff see them. Guests answer trip fields once per reservation and booking fields once per guest.

• Action
  List Experiences

  Returns a paginated list of experiences, ordered by name unless you pass `sort`. Filter by name, location, status, capacity type and the other settings listed below.

• Action
  List Experience Timeslot Configs

  Returns a paginated list of schedules in id order unless you pass `sort`. Filter by `id`, `name`, `start_date` and `end_date`. Generation status is only on a single schedule.

• Action
  List Experience Timeslots

  Returns a paginated list of timeslots in id order (creation order), optionally filtered and sorted. Each timeslot carries its `guide_ids`. Filter by `id`, `experience_id`, `status`, `start_time`, `is_anytime`, `schedule_id` and the three visibility flags.

• Action
  List Experience Waiver Configs

  Returns every waiver config attached to this experience in display order, lowest `sort_order` first. The list is not paginated. A config's `waiver_option_overrides` is left out when it has no value.

• Action
  List Gift Cards

  Returns a paginated list of gift cards, newest first unless you pass `sort`. Filter by status, balance, expiry date, trip, code or style.

• Action
  List Gift Card Styles

  Returns the gift card styles available to choose from: the value to use for `gift_card_style_id` when creating or updating a gift card. Styles are read-only here; they are managed in the back office.

• Action
  List Knowledge Base Citations

  Returns a paginated list of knowledge base lookups, optionally filtered and sorted.

• Action
  List Knowledge Bases

  Returns a paginated list of knowledge bases, optionally filtered and sorted. Text content is only returned when fetching one knowledge base.

• Action
  List Locations

  Returns a paginated list of locations, ordered by name unless you pass `sort`, optionally filtered and sorted. Filter by `id`, `name`, `is_live` or `country_id`.

• Action
  List Phone Calls

  Returns phone calls, newest first unless you pass `sort`, optionally filtered and sorted. The overview above explains where calls come from, how to read one and how to filter.

• Action
  List Phone Call Tags

  Returns phone call tags, optionally filtered. The overview above explains the tag types and how to filter.

• Action
  List Promo Codes

  Returns a page of promo codes, up to 25, ordered by code unless you pass `sort`. Rows leave out `experiences`, `customerTypes` and `promo_code_dates`; Get one includes them. See Finding promo codes above for filter and sort examples.

• Action
  List Report Runs

  Returns a paginated list of report runs across all reports, newest first. Filter with `?report_type=sales_detail.1`, `?report_run_status=succeeded|pending|failed` or `?created_at[gte]=`. Sort with `?sort=created_at`.

• Action
  List Report Types

  Returns every report you can run, with the parameters each one takes and every column it can return.

• Action
  List Resellers

  Returns a page of resellers, up to 25, ordered by id unless you sort. See Finding resellers above for filter and sort examples.

• Action
  List Resource Blackouts

  Returns a paginated list of blackouts, earliest first by default. Filter by `resource_id` for one resource, or by `start_time`/`end_time` with `[gte]` and `[lte]`. To find blackouts overlapping a window send `end_time[gte]=<window start>&start_time[lte]=<window end>`. Time filters take any RFC 3339

• Action
  List Resource Groups

  Returns the resource groups available to choose from: the value to use for `resource_type_id` when creating or updating a resource.

• Action
  List Resource Icons

  Returns the icons available to choose from: the value to use for `resource_icon` when creating or updating a resource.

• Action
  List Resources

  Returns a paginated list of resources, ordered by name by default. Filter by `name`, by `resource_type_id` for one group, by `resource_icon` slug, by `pax` range, or by `color`.

• Action
  List Resource Usages

  Returns a paginated list of resource usages, earliest first by default. Filter by `booking_id` for one guest, by `resource_id` for one resource, or by `start_time`/`end_time` with `[gte]` and `[lte]`. To find usages overlapping a window send `end_time[gte]=<window start>&start_time[lte]=<window end>

• Action
  List Restrictions

  Returns a paginated list of restrictions, optionally filtered and sorted. The default order applies when `sort` is omitted. Every field can be filtered; the `*_min`, `*_max`, hours and days fields accept `gte` and `lte`, and the names accept `contains` and `begins_with`.

• Action
  List Reviews

  Returns a paginated list of reviews, newest first by default. Filter by `id` (also `[gte]`/`[lte]`), `rating`, `sentiment_positive`, `sentiment_negative` or `sentiment_neutral` (each also `[gte]`/`[lte]`), `is_approved`, `name` or `location` (also `[contains]`/`[begins_with]`), `overall_comment` or

• Action
  List Team Members

  Returns a paginated list of team members in the order they were added unless you pass `sort`, optionally filtered and sorted. TripWorks-managed accounts and accounts linked to a reseller or affiliate are never included. The list leaves out `groups`; get one team member to see their permission groups

• Action
  List Trip Custom Fields

  Returns the trip's own custom fields: `{id, slug, name, type, value, required}` (plus `unit`, `lbs` or `kg`, on Weight fields) for every trip-level custom field asked on any of its activities, in back-office order, answered or not (`value` is null when unanswered). Guest-level fields are on each boo

• Action
  List Trip Notes

  Returns a paginated list of trip notes, newest first by default. Filter by `trip_id` to get every note on one trip, by `user_avatar_id` for one author, or by `created_at[gte]`/`created_at[lte]` for a time range.

• Action
  List Trip Payments

  Returns a paginated list of payments and refunds, newest first by default, including those on draft and deleted trips. Filter by `trip_id` to get every payment on one trip, by `payment_status`, `payment_type_id` or `payment_direction_id`, by `created_at[gte]`/`created_at[lte]` for a time range, or b

• Action
  List Trips

  Returns a paginated list of trips ordered by activity date with the latest first (upcoming trips before past ones), then newest created, one flat row per trip with no `trip_orders` or `bookings`. Filter by `confirmation_code`, `trip_status`, `trip_type`, `customer_id`, `trip_source_id`, `reseller_id

• Action
  List Trip Sources

  Returns a page of trip sources, up to 25. See Finding trip sources above for filter and sort examples.

• Action
  List Usages of Resource

  Returns the resource usages on one resource: the guests assigned to it, earliest first.

• Action
  List Waivers

  Returns a paginated list of signed waivers, newest signed first, one row per signature. Filter by `waiver_type_id`, `customer_id`, `trip_order_id`, `is_waiver_adult`, a date range on `created_at` (`created_at[gte]`, `created_at[lte]`), a date of birth or range on `dob`, text on `first_name`, `last_n

• Action
  List Waiver Types

  Returns a paginated list of waiver types, ordered by name, optionally filtered and sorted. Every field can be filtered: `name` and `title` with `eq`, `contains` or `begins_with`; `body` and `body_minor` with `contains`; the age limits with `eq`, `gte` or `lte`; the flags and `waiver_type_status` (a

• Action
  List Widget Logs

  Returns a paginated list of widget events, newest first by default. With no lower bound on `created_at` the list covers the 30 days up to now, or up to `created_at[lte]` when only that is given; pass `created_at[gte]` to look further back. Filter by `id` (an exact match), `created_at` (also `[gte]`/

• Action
  List Widgets

  Returns a paginated list of widgets, ordered by name. Deleted widgets are never included. Filter by `name` (also `[contains]`/`[begins_with]`), `widget_type`, `selection_type`, `default_view`, `default_language`, `embed_type`, `is_active`, `clicks` or `embeds` (each also `[gte]`/`[lte]`), or `create

• Action
  Mark Booking Waivers Signed

  Marks every waiver the booking's experience requires as signed, using the same per-requirement step as `.

• Action
  Mark One Booking Waiver Signed

  Marks a single one of the booking's waiver requirements as signed. The requirement is identified by its `waiver_type_id` from the booking's `waivers`. Send no body. This is a staff override: it records that requirement as signed without a signed waiver document

• Action
  Merge Customers

  Merges two or more customers into one and permanently deletes the duplicates. Send at least two customer ids in `ids`. TripWorks chooses the destination: the customer with the most complete name, phone and email, and the oldest record if they tie. Blank phone, country, street address, city, state, p

• Action
  Reload Gift Card

  Adds `amount`, a positive whole number of cents, to both the original and the current balance, and sets the card to `pending` until the paying trip settles. Refused for a deleted or expired card.

• Action
  Reorder Custom Field

  Moves the field to a position in the account-wide order (0 is first) and shifts the fields in between. A position past the end puts it last. Returns the field with its new `sort_order`.

• Action
  Reorder Experience Custom Fields

  Sets the order the experience's custom fields are asked in. `custom_field_ids` lists assigned field ids in the order you want; fields you leave out keep their relative order after the listed ones.

• Action
  Reorder Experience Waiver Configs

  Sets the display order of this experience's waiver configs. Send `order` as a list that contains the `id` of every waiver config on the experience exactly once, in the order you want. An empty list returns 400. An id that is not a waiver config of this experience, or a list that leaves one out, retu

• Action
  Set Booking Status

  Sets the booking's status to any of the account's booking statuses, the same choice the back office offers (for example checked in, no-show, or back to not checked in).

• Action
  Set Callbot Schedule Override

  Starts a schedule override that beats the schedule, replacing any already in force. `mode` is `answer` (answer every call) or `transfer` (send every call to a person). `duration` is `next_schedule` (until the schedule next changes), `custom` (until `until`, a date and time in the account's timezone,

• Action
  Set Status for Multiple Bookings

  Sets the status of up to 50 bookings in one call, for example to check in a whole party. Identify the target status by `booking_status_id` or by `status`, the shorthand for a built-in status. Pass `dry_run: true` to see what wo

• Action
  Sync Callbot

  Queues another attempt at setting the callbot up with the voice provider, for one whose last sync failed or is stuck. Returns immediately with the status the sync is now in (`sync_status`).

• Action
  Sync Callbot Prompt from Template

  Brings the callbot up to date with the latest TripWorks callbot template at the voice provider. Returns 409 `template_sync_failed` with a plain-language message when the provider rejects it, and `notice` names any knowledge base documents that were dropped to let it through.

• Action
  Sync Knowledge Base

  Queues a re-sync of the knowledge base to the voice/chat provider. Returns immediately; poll `sync_status` for progress. Blocked (409) for a type that cannot be synced.

• Action
  Unassign Custom Field from Experience

  Stops asking a custom field on this experience. Answers already given are kept. Returns 404 if the field is not assigned to the experience.

• Action
  Update Callbot

  Updates a callbot and queues re-syncing it with the voice provider. Only the fields you include are changed; omitted fields are left as they are. The `schedule_override_*` fields cannot be written here: use the set and clear schedule override actions.

• Action
  Update Callbot Pronunciation

  Changes a word or its respelling and updates every callbot with the voice provider in the background. Only the fields you include are changed.

• Action
  Update Customer

  Updates a customer and returns it. Only the fields you include are changed; omitted fields are left as they are. Write `sms_paused: false` to let texts go to the customer's number again after the carrier reported it cannot receive them; it is refused (422) for a customer who opted out, which only th

• Action
  Update Custom Field

  Updates a custom field. Only the fields you include are changed. `custom_field_type` and `custom_field_map` cannot be changed: sending the value the field already has is accepted, anything else is rejected with 422. When you send `options` or `experience_ids` the list you send replaces the current o

• Action
  Update Custom Field Value

  Changes the answer. `value` is the only field that can be changed; the custom field and the trip or booking are fixed. Send `null` to empty the answer.

• Action
  Update Experience

  Updates an experience. Only the fields you include are changed; omitted fields are left as they are. The status, ticket types and images cannot be changed here; ticket types are managed at `/rest/experiences/{id}/customer-types`, except which one is the default: set `default_customer_type_id` here.

• Action
  Update Experience Customer Type

  Changes a customer type. Only the fields you include are changed. `is_default` cannot be written here: set `default_customer_type_id` on the experience to change the default. `null` clears `description`, `pax_fixed`, `pax_min`, `pax_max`, `deposit_amount` and `deposit_percent`. `capacity` is only ac

• Action
  Update Experience Timeslot

  Updates a timeslot. Only the fields you include are changed, and the change is all or nothing: if any field is refused, none is applied.

• Action
  Update Experience Waiver Config

  Changes which waiver type a config uses with `waiver_type_id`, who signs it for each ticket type with `waiver_option_overrides`, or both. Only the fields you include are changed. Send `waiver_option_overrides` as `null` to clear the overrides. Each override value must be 1 (Adult), 2 (Minor) or 3 (C

• Action
  Update Gift Card

  Updates a gift card. Only the fields you include are changed; omitted fields are left as they are. `trip_id` cannot be changed after creation, and the balance and status cannot be written.

• Action
  Update Knowledge Base

  Updates a knowledge base and queues a re-sync. Only the fields you include are changed — omitted fields are left as-is. The type cannot be changed (409).

• Action
  Update Location

  Updates a location. Only the fields you include are changed — omitted fields are left as-is.

• Action
  Update Multiple Experience Timeslots

  Makes the same change to many timeslots: the same fields and the same decisions as updating one. Choose them with `ids`, or with `filters`. Add `dry_run: true` to see what would happe

• Action
  Update Promo Code

  Updates a promo code and returns it. Only the fields you include are changed; omitted fields are left as they are. The experiences and ticket types of a code cannot be changed: `experience_ids` and `customer_type_ids` are accepted on Create only, and sending them here is rejected with 422 `unknown_f

• Action
  Update Reseller

  Updates a reseller. Only the fields you include are changed — omitted fields are left as-is. The reseller type is set at creation and cannot be changed: sending `reseller_type_id` is rejected with 422 `unknown_fields`, as is any other field that is not writable (including `collect_type` and `commiss

• Action
  Update Resource

  Updates a resource. Only the fields you include are changed; omitted fields are left as they are. `resource_type_id` can be null to remove the resource from its group.

• Action
  Update Resource Blackout

  Changes the note of a blackout; `note` is the only field that can be changed, and null clears it. To change the times, clear the window and create a new blackout.

• Action
  Update Resource Usage

  Changes a usage in one atomic write. Only the fields you include are changed. `resource_id` moves the guest to another resource, `start_time` and `end_time` or `duration` change the window (without `end_time` or `duration` the length is kept), and `internal_note` sets or clears the staff note. The b

• Action
  Update Restriction

  Updates a restriction. Only the fields you include are changed; omitted fields are left as they are. The change applies to every experience that uses the restriction.

• Action
  Update Review

  Partially updates a review. Only the fields you include are changed — omitted fields are left as-is, and an explicit `null` clears nullable fields such as `location` and `experience_id` (comments are cleared and then omitted from responses; `name`, `rating` and `review_type` cannot be cleared). Chan

• Action
  Update Team Member

  Updates a team member's profile. Only the fields you include are changed. `email` and `cell_phone` are read only, and login passwords and permission-group assignment cannot be changed through the API. A failed validation returns 422 with an `errors` object keyed by field.

• Action
  Update Trip Note

  Changes the text of a note and marks it as edited. `text` is the only field that can be changed after creation; the trip and author are fixed.

• Action
  Update Trip Payment

  Changes the note and the details of the payment's own type: `notes` for any payment, `check_number` and `check_date` together for a check, `wire_date` for a wire, `voucher_number` for a voucher. Send `notes` on its own, not with a detail field (refused even as `null` or an empty string); alone, `nul

• Action
  Update Trip Source

  Updates a trip source and returns it. Only the fields you include are changed; omitted fields are left as they are. On a built-in source, a new `name` is ignored. `is_read_only` and `category_slug` cannot be set: sending either is rejected with 422 `unknown_fields`.

• Action
  Update Waiver Type

  Updates a waiver type. Only the fields you include are changed; omitted fields are left as-is. Setting `waiver_type_status` to `archived` is refused with 409 `in_use_archive` while an activity uses the waiver type. Sending `waiver_type_status: null` is rejected with 422; the status cannot be cleared

• Action
  Update Widget

  Partially updates a widget: only the fields you include are changed. Writable fields are `name`, `widget_type`, `selection_type`, `experience_ids` (the full list, as ids from `/rest/experiences`; it replaces the existing list), `default_view`, `default_language`, `embed_type`, `is_active` and `custo

• 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.