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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

  1. 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

  2. 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

  3. Click on SharePoint to view available actions

  4. Select your desired SharePoint action from the four available options

How to Connect Your SharePoint Account

Initial Setup

  1. Click "Connect Microsoft SharePoint Online Account" in any SharePoint action

  2. Follow the Microsoft authentication process

  3. Grant necessary SharePoint permissions

  4. 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

  1. Connect your Microsoft SharePoint Online account

  2. Select the target Site from dropdown or input manually

  3. Enter the Name for your new list

  4. 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

  1. Connect your Microsoft SharePoint Online account

  2. Select the target Site from dropdown

  3. Choose the List where you want to create the item

  4. 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

  1. Connect your Microsoft SharePoint Online account

  2. Select the target Site from dropdown

  3. Choose the List containing the item to update

  4. Select the specific Item to modify

  5. 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

  1. Connect your Microsoft SharePoint Online account

  2. Select the target Site from dropdown

  3. Choose the Drive ID (document library) from dropdown

  4. Select the File ID of the specific file to download

  5. 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

  1. Add the appropriate SharePoint action based on your document or list management needs

  2. Connect your Microsoft SharePoint Online account securely

  3. Configure required fields (site, list, item, file details, etc.)

  4. Set optional properties for additional functionality

  5. Connect the action to other workflow steps as needed

  6. When the workflow runs, the SharePoint action will execute the specified operation

  7. 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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