Connect Sharepoint to Salesforce

Use 5 documented Sharepoint triggers to run 24 documented Salesforce actions.

5 source triggers

24 target actions

Reverse direction supported

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Why Connect Sharepoint & Salesforce?

Start with a Sharepoint event

Choose from 5 documented triggers, including File Updated or Deleted (Instant), New File Created, New Folder Created.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Sharepoint

Triggers (5)

File Updated or Deleted (Instant)

Emit a new event when specific files are updated or deleted in a SharePoint document library

webhook

New File Created

Emit new event when a new file is created in Microsoft Sharepoint.

polling

New Folder Created

Emit new event when a new folder is created in Microsoft Sharepoint.

polling

New List Item

Emit new event when a new list item is created in Microsoft Sharepoint.

polling

Updated List Item

Emit new event when a list item is updated in Microsoft Sharepoint.

polling

Actions (23)

Create Folder

Create a new folder in SharePoint. See the documentation

Create Item

Create a new item in Microsoft Sharepoint. See the documentation

Create Link

Create a sharing link for a DriveItem. See the documentation

Create List

Create a new list in Microsoft Sharepoint. See the documentation

Download File

Download a Microsoft Sharepoint file to the /tmp directory. See the documentation

Download Files

Browse and select files from SharePoint and get their metadata along with pre-authenticated download URLs (valid ~1 hour). See the documentation

Find File by Name

Search the site's default drive for files or folders matching a query. Matches are **recursive** across the drive and span **filename, metadata, and file content** — this is **not** an exact filename lookup, and results are relevance-ranked. Backed by the SharePoint Search index and **eventually consistent**, so newly created, renamed, or moved items may not appear until SharePoint reindexes them. **For exact, immediately-consistent lookups, prefer:** - **Get File by ID** when the ID is known - **Search and Filter Files** for OData $filter against a list/document library See the documentation

Find Files in List with Metadata

Search and filter items in a SharePoint list based on metadata and custom columns. See docs here

Get Current User

Returns the authenticated Microsoft user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my files', 'my documents', or needs identity context. Use the returned id to identify file ownership in **List Files in Folder** or **Find File by Name** results. See the documentation.

Get Excel Table

Retrieve a table from an Excel spreadsheet stored in Sharepoint See the documentation

Get File by ID

Retrieves a file by ID. See the documentation

Get File Contents

Retrieves a Microsoft SharePoint file and returns its contents as extracted plain text or markdown. Supports plain text formats, HTML, DOCX, PDF, and other Office documents convertible to PDF (xlsx, pptx, etc.). See the documentation

Get Site

Retrieve a site by its identifier. This is a direct path/ID lookup, so it's immediately consistent and returns newly created sites without indexing delay. Use this when you know the site path; for discovery, use **Search Sites** or **List Sites**. See the documentation

List Drives

List the drives available within a Microsoft Sharepoint site. See the documentation

List Files in Folder

Retrieves a list of the files and/or folders directly within a folder. See the documentation

List Sites

List sites across the tenant. Backed by the SharePoint Search index and **eventually consistent** — newly created sites may not appear until indexing catches up. To resolve a known site by path, prefer **Get Site** for an immediate lookup. See the documentation

Retrieve File Metadata

Browse and select files from SharePoint to retrieve their metadata (name, size, dates, etc.) without download URLs. See the documentation

Search and Filter Files

Search and filter SharePoint files based on metadata and custom columns. This action allows you to query files using SharePoint's custom properties, managed metadata, and other column values. See the documentation

Search Files

Search for files across the tenant. Supports KQL via the optional query template. Backed by the Microsoft Search index and **eventually consistent** — newly created or modified files may not appear until indexing catches up. **For immediate, deterministic results, prefer:** - **Get File by ID** when the ID is known - **List Files in Folder** for path-based listing - **Search and Filter Files** for OData $filter against a document library See the documentation

Search Sites

Search for sites across the tenant. This is a free-text search across multiple site properties — *not* an exact slug match. Backed by the SharePoint Search index and **eventually consistent**, so newly created or renamed sites may not appear until indexing catches up. To resolve a known site by path, prefer **Get Site** for an immediate, exact lookup. See the documentation

Select Files

A file picker action that allows browsing and selecting one or more files from SharePoint. Returns the selected files' metadata including pre-authenticated download URLs. See the documentation

Update Item

Updates an existing item in Microsoft Sharepoint. See the documentation

Upload File

Upload a file to OneDrive. See the documentation

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation