Microsoft SharePoint integration

Use Microsoft SharePoint in Zoft workflows, voice agents, chat agents and AI employees. Use Microsoft SharePoint from Zoft voice agents, chat agents, workflows and AI employees.

Sign in with OAuth
16 actions
8 triggers

Get early access Talk to sales

Starts withNew File in Folder
ZoftAgent or workflow decides what happens next
Then in Microsoft SharePointCreate List
AndCreate Folder

Illustrative flow built from Microsoft SharePoint’s real triggers and actions.

Zoft + Microsoft SharePoint

What Zoft can do with Microsoft SharePoint.

01Voice agentsA phone agent can use Microsoft SharePoint actions such as Create List and Create Folder during the call, then hand off to a person when it should.
02Chat agentsThe same agent on web chat, WhatsApp or SMS can look up and update Microsoft SharePoint while it talks to the customer.
03WorkflowsStart a workflow when “New File in Folder” happens in Microsoft SharePoint, or use Microsoft SharePoint as any step on the canvas.
04AI employeesAn AI employee can find and use Microsoft SharePoint actions on its own, and ask for your approval before it sends or changes anything important.

Actions 16

Things Zoft can do in Microsoft SharePoint.

Custom API CallMake a custom API call to a specific endpoint
Copy File or Folder (Across Sites)Copy a file or folder from one site to another within the same tenant, with overwrite option.
Find FileLook up a file by its name or path.
Find SiteSearch for SharePoint sites by name and return matching results.
Move FileMove a file from one folder to another within the same drive.
Create ListCreates a new list.
Upload FileUploads a new file at path you specify.
Publish PagePublishes a SharePoint page, making it available to all users. If the page is checked out, it will be automatically checked in. Note: Pages with active approval flows will not publish until approval is complete.
Create FolderCreates a new folder at path you specify.
Create List ItemCreates a new item in a list.

Show all 16

Delete List ItemDeletes an existing item from a list.
Find List ItemFinds a item in a list based on name.
Update List ItemUpdates an existing item in a list.
Get Folder ContentsList all files and subfolders in a specified folder, optionally with detailed metadata.
Get Site InformationFetch metadata of a SharePoint site (site ID, title, URL, description, etc.).
Copy File or Folder (Within Site)Copy a file or folder to another folder within the same site.

Triggers 8

Events in Microsoft SharePoint that can start a workflow.

New ListTriggers when a new list is created in a site.
New List ItemTriggers when a new item is created in a SharePoint list.
Updated List ItemFires when an existing item in a SharePoint list is updated.
New File in FolderFires when a new file is created or added in a specific folder.
New or Updated FileTriggers when a file is created or updated in a given folder.
New or Updated ListTriggers when a list is created or updated in a site.
New or Updated FolderTriggers when a folder is created or updated (e.g., name change).
New File in SubfoldersFires when a new file is added anywhere in the first-level subfolders of a folder. Note: This trigger will not monitor subfolders created after the flow is activated.

Setup

Connect Microsoft SharePoint in three steps.

01ConnectChoose Microsoft SharePoint in Connections and approve access in the Microsoft SharePoint sign-in window. Zoft never sees your password.
02Put it to workAdd Microsoft SharePoint as a workflow step, or let a voice agent, chat agent or AI employee use it as a tool.
03Review every runAdd approvals where you want a person in the loop. Every run leaves a record you can check.

See all in Content and files

FAQ

Microsoft SharePoint on Zoft, answered.

What can Zoft do with Microsoft SharePoint?

Zoft supports 16 actions and 8 triggers for Microsoft SharePoint. You can use them as workflow steps, and voice agents, chat agents and AI employees can call them as tools.

How do I connect Microsoft SharePoint to Zoft?

Choose Microsoft SharePoint in Connections and approve access in the Microsoft SharePoint sign-in window. Zoft never sees your password.

Can a voice agent or chat agent use Microsoft SharePoint?

Yes. Once Microsoft SharePoint is connected, a voice agent or chat agent can use its actions during a conversation. Permissions control which actions each agent can use.

Can an AI employee work in Microsoft SharePoint without supervision?

Only as far as you allow. AI employees ask for approval before sensitive steps, and every run leaves a record you can review.

Put Microsoft SharePoint to work in your operation.