Sharepoint
Microsoft SharePoint integration in Lleverage enables you to automate document management and list operations directly with your SharePoint Online environment. Create and manage lists, update items, and handle file operations seamlessly within your automated workflows.
Key Features
List management - Create new lists and manage existing SharePoint lists
Item operations - Create and update items within SharePoint lists
File handling - Download files from SharePoint document libraries
Site integration - Work across multiple SharePoint sites
Flexible input - Support for dropdown selections and manual input with variables
Secure connection - Direct integration with SharePoint Online accounts
How to Add SharePoint Integration
Open the Add Action menu using one of three methods:
Click the "Add Action" button in the top left corner
Click on a connection circle on an existing action card
Click and drag from one action to create a connection
Navigate to SharePoint integration:
Select "External Apps" from the categories
Search for "SharePoint" in the provider list, or
Scroll down to find SharePoint in the alphabetical list
Click on SharePoint to view available actions
Select your desired SharePoint action from the four available options
How to Connect Your SharePoint Account
Initial Setup
Click "Connect Microsoft SharePoint Online Account" in any SharePoint action
Follow the Microsoft authentication process
Grant necessary SharePoint permissions
Your connected account will be available across all SharePoint actions
💡 Permissions: Ensure your account has appropriate permissions for the SharePoint sites and operations you want to automate.
How to Configure SharePoint Actions
How to Manage Lists
Create List
Connect your Microsoft SharePoint Online account
Select the target Site from dropdown or input manually
Enter the Name for your new list
Configure optional properties:
Description: Add a description explaining the list's purpose
💡 Use case: Automatically create project-specific lists, set up tracking lists for workflows, or establish new data collection structures based on business requirements.
How to Manage List Items
Create Item
Connect your Microsoft SharePoint Online account
Select the target Site from dropdown
Choose the List where you want to create the item
Select the Column and configure the item data
💡 Use case: Add new entries to tracking lists, create records from form submissions, or populate SharePoint lists with data processed by workflows.
Update Item
Connect your Microsoft SharePoint Online account
Select the target Site from dropdown
Choose the List containing the item to update
Select the specific Item to modify
Configure the updated values for the item
💡 Use case: Update project status in SharePoint lists, modify records based on workflow processing, or synchronize external data changes with SharePoint items.
How to Handle Files
Download File
Connect your Microsoft SharePoint Online account
Select the target Site from dropdown
Choose the Drive ID (document library) from dropdown
Select the File ID of the specific file to download
Optionally specify a File Name for the downloaded file
💡 Use case: Retrieve documents for processing in workflows, download files for analysis or conversion, or extract SharePoint documents for use in other systems.
Understanding Input Flexibility
Dropdown vs Manual Input
Every dropdown field also accepts manual text input
You can use workflow variables in any field
Dropdown options populate based on your SharePoint account access
Manual input allows for dynamic values from previous workflow steps
Site Selection
Choose from available SharePoint sites in your organization
Input site URLs manually if not appearing in dropdown
Use variables to dynamically select sites based on workflow conditions
List and Item Selection
Lists populate based on the selected site
Items appear based on the chosen list
Drive IDs represent document libraries within the site
💡 Flexibility: The combination of dropdown convenience and manual input flexibility makes SharePoint actions adaptable to various automation scenarios.
Important Considerations
Site, list, and item dropdowns populate based on your SharePoint permissions
Drive IDs correspond to document libraries within SharePoint sites
File operations require appropriate file access permissions
Column selection depends on the list structure in your SharePoint environment
All input fields support both static values and dynamic workflow variables
⚠️ Permissions: Ensure your SharePoint account has the necessary permissions for sites, lists, and documents you want to access through workflows.
How SharePoint Actions Work in Your Workflow
Add the appropriate SharePoint action based on your document or list management needs
Connect your Microsoft SharePoint Online account securely
Configure required fields (site, list, item, file details, etc.)
Set optional properties for additional functionality
Connect the action to other workflow steps as needed
When the workflow runs, the SharePoint action will execute the specified operation
Results and data become available as variables for subsequent workflow actions
Common Workflow Patterns
Document Management
Download files from SharePoint for processing in workflows
Combine with other actions to analyze or convert SharePoint documents
Use file data in subsequent workflow steps
List Automation
Create lists automatically for new projects or processes
Update list items based on external system changes
Populate SharePoint lists with data from forms or other sources
Data Synchronization
Keep SharePoint lists current with external data sources
Update items when workflow conditions are met
Create new items automatically from various triggers
Project Management
Create project-specific lists and populate them with initial data
Update project status and tracking information automatically
Download project documents for processing or distribution
💡 Best Practice: Use SharePoint actions to bridge your automated workflows with your organization's document management and collaboration systems, ensuring data consistency and accessibility across platforms.
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