Microsoft SharePoint integration

What it does

The Microsoft SharePoint integration lets your agency run a client's SharePoint from a workflow. React when a file lands in a library or a list item changes, keep lists in sync with your CRM or forms, file documents into the right folder with the right metadata, share them with the right people, and publish site pages and news posts. Every site, library, folder, list, item and column is picked from a dropdown, and any of them can be mapped from an earlier step instead.

Connect a Microsoft SharePoint account

SharePoint connects through your agency's own Microsoft Entra app, so the consent screen shows your agency's name.

1. In the Microsoft Entra admin center, register an app under App registrations. Allow accounts in any organizational directory, and add the web redirect URI TaskJuice shows you when you add the OAuth client.
2. Under API permissions, add the Microsoft Graph delegated permissions your workflows need:
   • Sites.Read.All to read sites, lists, items, files and pages, and to run the triggers.
   • Sites.ReadWrite.All to create, update and delete items, files, folders, sharing and pages.
   • Sites.Manage.All to create lists and columns. It also covers everything the two scopes above allow.
   • offline_access so TaskJuice can refresh access in the background.
3. Create a client secret, then add the app's client ID and secret in TaskJuice as an OAuth client for Microsoft SharePoint.
4. In the workflow editor, add a SharePoint step and choose Connect in its connection field. Sign in with the client's Microsoft 365 work or school account.

Personal Microsoft accounts cannot use SharePoint. To revoke access, remove the app at myapps.microsoft.com or in the client's Entra admin center.

Triggers

Changes made before you publish never fire. Each check that finds changes emits one run with them in items; add a Loop node to handle them one at a time.

• New File: a file is added anywhere in a document library, including subfolders.
• New Folder: a folder is created anywhere in a document library.
• New or Updated File: a file in a library is added, edited, renamed, moved or gets new column values.
• File or Folder Deleted: a file or folder is deleted from a library. Only its ID is reported.
• New File in Folder: a file is added directly to one folder.
• New or Updated File in Folder: a file directly in one folder is added or saved.
• New List Item: an item is added to a list, with its column values in fields.
• New or Updated List Item: an item is added to a list or any column value changes.
• List Item Deleted: an item is deleted from a list. Only its ID is reported.
• New List: a list or library is created on a site.
• New or Updated List: a list or library is created or its settings change.
• New or Updated Page: a site page or news post is created or saved.
• Drive Item Changed (deprecated): the raw change feed of a site's default library, with files, folders and deletions together. It keeps working in existing workflows. For new ones, use New File, New or Updated File or File or Folder Deleted.

Actions

Sites: Search Sites, Get Site, Get Site by URL, List Subsites, List Document Libraries.

Lists and columns: List Lists, Get List, Create List, List Columns, Create Column.

List items: List Items, Find List Items, Get List Item, Create List Item, Update List Item, Delete List Item, List Item Versions.

Files and folders: List Folder Contents, Get File or Folder, Get File or Folder by Path, Search Files and Folders, Create Folder, Upload File, Replace File, Download File, Download File by Path, Export File (to PDF or HTML), Copy File or Folder, Get Copy Status, Move File or Folder, Rename File or Folder, Delete File or Folder, Get File Properties, Update File Properties, List File Versions, Get File Thumbnails, Check Out File, Check In File, Discard Check Out.

Sharing: Create Sharing Link, Share with People, List Item Permissions, Remove Item Permission.

Pages: List Pages, Get Page, Create Page, Publish Page, Delete Page.

Column values are keyed by each column's internal name, which can differ from the name people see (a column renamed to "Client" may still be Title). List Columns shows both.

Known limitations

• The library and list triggers check as soon as Microsoft notifies TaskJuice of a change, and every five minutes by default as a safety net. TaskJuice creates, renews and removes those notifications for you. A workflow published before notifications were available keeps checking on the schedule only until you republish it. TaskJuice does not receive notifications for New List, New or Updated List, New or Updated Page and Drive Item Changed, so those triggers check on the schedule only and a change can take up to one interval to fire.
• Notifications come from one SharePoint connection per TaskJuice account. If your library and list triggers use several SharePoint connections, the libraries and lists on the connection already receiving notifications keep them, and the triggers on the other connections check on the schedule only. Adding a second connection later keeps notifications on the one already in use. If the SharePoint triggers you first publish already use more than one connection, no connection receives notifications, and every trigger checks on the schedule until you set all your SharePoint triggers to the same connection and republish.
• The folder pickers list only the folders at the top of a library, never files. To work in a nested folder, map its ID from a trigger, List Folder Contents or Get File or Folder by Path.
• New File in Folder and New or Updated File in Folder check the 200 most recently modified items in the folder on each run.
• Find List Items and filtered List Items can fail on lists over 5,000 items when the column is not indexed. Index the column in the list settings, or turn on Indexed when you create it.
• Upload File and Replace File accept files up to 250 MB.
• Copy File or Folder needs a destination folder in the same library. The copy runs in the background: the step returns a status URL, which you pass to Get Copy Status to see when the copy is done.
• List item attachments, list views, content approval, hub sites and document sets are not available through Microsoft Graph and are not offered.
• SharePoint throttles busy tenants. TaskJuice retries rate-limited requests after the delay SharePoint asks for.