Use SharePoint to trigger Workflows from file changes and manage documents as part of your automations.Documentation Index
Fetch the complete documentation index at: https://docs.cassidyai.com/llms.txt
Use this file to discover all available pages before exploring further.
Connect your account
- Open a SharePoint trigger or action in the Workflow builder.
- Click Connect.
- Sign in with Microsoft.
- Click Accept to grant access.
Available triggers
| Trigger | Description |
|---|---|
| New File Created | Fires when a new file is added to a document library |
| New Folder Created | Fires when a new folder is created |
Available actions
| Action | Description |
|---|---|
| Create Folder | Create a new folder |
| Create Item | Create a new list item |
| Create Link | Create a sharing link for a file or folder |
| Create List | Create a new list |
| Download File | Download a file for use in later steps |
| Find File or Folder by Name | Search across your SharePoint sites |
| Get File(s) | Retrieve one or more files |
| List Files in Folder | List all files in a folder |
| Update List Item | Update an existing list item |
| Upload File | Upload a file to a document library |