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Use SharePoint to trigger Workflows from file changes and manage documents as part of your automations.

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Connect your account

  1. Open a SharePoint trigger or action in the Workflow builder.
  2. Click Connect.
  3. Sign in with Microsoft.
  4. Click Accept to grant access.

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Available triggers

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Available actions

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Filter and sort SharePoint list values

Use Get List Values when you want a Workflow to retrieve only the SharePoint list rows you need or return rows in a specific order. For example, you can retrieve open requests sorted by due date.
1

Select a SharePoint list

Add the Get List Values Action, then select your SharePoint site and list.
2

Add an optional filter

Under Filter, select a column, choose a comparison, and enter the value to match. The value can include variables from earlier Workflow steps.
3

Choose an optional sort order

Under Order By, select a column and choose Ascending or Descending.
Get List Values Action configured to filter SharePoint list rows by budget and sort them by title
4

Test the Action

Test the Action to confirm that SharePoint returns the expected rows and order.
You can configure one filter and one sort column. The available filter comparisons depend on the selected SharePoint column:
  • Text and choice columns: Equals, not equals, and starts with
  • Number, currency, and date columns: Equals, not equals, greater than, greater than or equal to, less than, and less than or equal to
  • Yes/No columns: Equals and not equals
SharePoint may require frequently filtered or sorted columns to be indexed. If the query cannot be applied, try another column or ask your SharePoint administrator to index the selected column.