SharePoint Toolkit
The SharePoint Toolkit is a workflow node. Its tools include List Sites, Get Site Details, List Document Libraries, and List Folder Contents, plus 13 more listed below. Connect a SharePoint account before you use any of these tools. Type @ in a field when the value should come from an earlier step.
Authentication
Every SharePoint tool needs a connected account before it can run. On the node, open SharePoint Account.
- Choose Use my SharePoint account or Use team account.
- If no personal account is connected, click Connect SharePoint Account and finish sign-in.
- For a team account, choose Use team account and pick one from Team account. The list shows accounts already connected for the project.
Tools
List Sites
Lists sites.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Search Query | No | Optional search query to filter sites by name or keyword. If not provided, returns all accessible sites. Default is null. Type @ to select a variable. |
Get Site Details
Retrieves site details.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site to get details for. Type @ to select a variable. |
List Document Libraries
Lists document libraries.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site to list document libraries from. Type @ to select a variable. |
List Folder Contents
Lists folder contents.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | No | The ID of the document library (drive). If not provided, the default document library is used. Default is null. Type @ to select a variable. |
| Folder Path | No | Path to the folder within the document library (e.g., 'General/Reports/2024'). If not provided, lists root folder contents. Default is null. Type @ to select a variable. |
| Folder ID | No | The ID of the folder item. Use this instead of folder_path for precise targeting. Takes precedence over folder_path if both are provided. Default is null. Type @ to select a variable. |
Search Files
Searches files.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site to search within. Type @ to select a variable. |
| Query | Yes | Search query to find files. Supports file names, content keywords, and file extensions. Type @ to select a variable. |
| Drive ID | No | Optional ID of a specific document library to search within. If not provided, searches across all document libraries in the site. Default is null. Type @ to select a variable. |
Get File Metadata
Retrieves file metadata.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the file. Type @ to select a variable. |
| Item ID | Yes | The ID of the file item to get metadata for. Type @ to select a variable. |
Read File Content
Reads file content.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the file. Type @ to select a variable. |
| Item ID | Yes | The ID of the file item to read content from. Type @ to select a variable. |
Get File Preview Link
Retrieves file preview link.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the file. Type @ to select a variable. |
| Item ID | Yes | The ID of the file item to get a preview link for. Type @ to select a variable. |
List Recent Files
Lists recent files.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | No | Optional ID of a specific document library. If not provided, uses the default document library. Default is null. Type @ to select a variable. |
| Limit | No | Maximum number of recent files to return (default: 20). Default is 20. |
Get Folder Tree
Retrieves folder tree.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | No | Optional ID of a specific document library. If not provided, uses the default document library. Default is null. Type @ to select a variable. |
| Folder Path | No | Path to the folder to get the tree for. If not provided, returns the tree from the root. Default is null. Type @ to select a variable. |
| Depth | No | Maximum depth of folder hierarchy to retrieve (default: 3). Use lower values for broad overviews, higher for detailed trees. Default is 3. |
Upload File
Uploads file.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | No | The ID of the document library (drive). If not provided, the default document library is used. Default is null. Type @ to select a variable. |
| Folder Path | No | Path to the destination folder (e.g., 'General/Reports'). If not provided, uploads to the root folder. Default is null. Type @ to select a variable. |
| File Name | Yes | Name for the file to be created (e.g., 'report.txt', 'data.csv'). Type @ to select a variable. |
| Content | Yes | The text content to write into the file. Type @ to select a variable. |
Create Folder
Creates folder.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | No | The ID of the document library (drive). If not provided, the default document library is used. Default is null. Type @ to select a variable. |
| Folder Name | Yes | Name of the new folder to create. Type @ to select a variable. |
| Parent Folder Path | No | Path to the parent folder where the new folder should be created (e.g., 'General/Reports'). If not provided, creates in the root. Default is null. Type @ to select a variable. |
Update File
Updates file.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the file. Type @ to select a variable. |
| Item ID | Yes | The ID of the file item to update. Type @ to select a variable. |
| Content | Yes | The new text content to replace the file's existing content with. Type @ to select a variable. |
Rename Item
Runs the rename item tool.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the item. Type @ to select a variable. |
| Item ID | Yes | The ID of the file or folder to rename. Type @ to select a variable. |
| New Name | Yes | The new name for the file or folder (e.g., 'updated_report.docx'). Type @ to select a variable. |
Move Item
Runs the move item tool.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the item. Type @ to select a variable. |
| Item ID | Yes | The ID of the file or folder to move. Type @ to select a variable. |
| Destination Folder ID | Yes | The ID of the destination folder to move the item into. Type @ to select a variable. |
| Destination Drive ID | No | The ID of the destination document library if moving across libraries. If not provided, moves within the same library. Default is null. Type @ to select a variable. |
Copy Item
Runs the copy item tool.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the item. Type @ to select a variable. |
| Item ID | Yes | The ID of the file or folder to copy. Type @ to select a variable. |
| Destination Folder ID | Yes | The ID of the destination folder to copy the item into. Type @ to select a variable. |
| Destination Drive ID | No | The ID of the destination document library if copying across libraries. If not provided, copies within the same library. Default is null. Type @ to select a variable. |
| New Name | No | Optional new name for the copied item. If not provided, keeps the original name. Default is null. Type @ to select a variable. |
Delete Item
Deletes item.
| Field | Required | Description |
|---|---|---|
| SharePoint Account | Yes | Select your personal or team SharePoint account. |
| Site ID | Yes | The ID of the SharePoint site. Type @ to select a variable. |
| Drive ID | Yes | The ID of the document library (drive) containing the item. Type @ to select a variable. |
| Item ID | Yes | The ID of the file or folder to delete. Type @ to select a variable. |
See all integrations on the toolkits overview.