Microsoft Sharepoint and Salesforce integrations and automations

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Customize your Microsoft Sharepoint and Salesforce integration with the following triggers and actions.

Triggers

When this happens…

Microsoft Sharepoint
  • New row in sharepoint list
    New row in Sharepoint list
  • New/updated file in folder hierarchy
    New/updated file in Microsoft Sharepoint folder hierarchy
  • New or updated file
    New or updated file in Microsoft Sharepoint folder
  • New/updated row in Sharepoint list
    New/updated row in Sharepoint list

    • Any other trigger you can think up

Salesforce
  • Monitor changes in a record Real-time
    Monitor changes in a record in Salesforce
  • New record
    New record in Salesforce
  • New record Real-time
    New record in Salesforce
  • New Outbound message Real-time
    New Outbound message in Salesforce
  • New platform event Real-time
    New event in Salesforce
  • New PushTopic event Real-time
    New PushTopic event in Salesforce
  • Export new records
    Export new records in Salesforce
  • Export new/updated records
    Export new/updated records in Salesforce
  • Scheduled record search using SOQL query WHERE clause Batch
    Scheduled record search using SOQL query WHERE clause in Salesforce
  • Scheduled records search using SOQL query Batch
    Scheduled records search using SOQL query in Salesforce
  • New records Batch
    New records in Salesforce
  • New/updated records Batch
    New/updated records in Salesforce
  • Threshold met for new records created Batch
    Threshold met for new records created in Salesforce
  • Deleted record
    Record deleted in Salesforce
  • New/updated record
    New/updated record in Salesforce
  • New/updated record Real-time
    New/updated record in Salesforce

    • Any other trigger you can think up

Actions

Do this…

Microsoft Sharepoint
  • Custom action
    Custom action in Microsoft Sharepoint (Custom)
  • Add row in sharepoint list
    Add row in Sharepoint list
  • Copy file
    Copy a file in Sharepoint
  • Create folder
    Create folder in Sharepoint library
  • Create rows Batch
    Create rows in Sharepoint list
  • Delete file or folder from library
    Delete a file or a folder from Microsoft Sharepoint library
  • Delete row
    Deletes a row in Sharepoint list
  • Download attachment
    Download attachment in Sharepoint list
  • Download file from library
    Download file from Microsoft Sharepoint library
  • Get file and folder details
    Get details of a file or folder in Sharepoint
  • Get file or folder permissions Batch
    Get permission details of a file or a folder in Microsoft Sharepoint
  • List files and folders within a folder Batch
    List files and folders within a folder in Microsoft Sharepoint
  • Move file
    Move a file in Sharepoint
  • Rename file or folder
    Rename a file or a folder in Sharepoint
  • Search files Batch
    Search files in Sharepoint library
  • Search list items Batch
    Search item in Microsoft Sharepoint list
  • Search users Batch
    Search users in Microsoft Sharepoint library
  • Update file using file contents
    Update file in Microsoft Sharepoint library
  • Update file metadata
    Update file metadata in Sharepoint library
  • Update row
    Updates a row in Sharepoint list
  • Update rows Batch
    Update rows in Sharepoint list
  • Upload attachment
    Upload attachment in Sharepoint list
  • Upload file in library
    Upload file into a folder in Sharepoint library

    • Any other action you can think up

Salesforce
  • Custom action
    Custom action in Salesforce (Custom)
  • Approve record in approval process
    Approve a record in approval process in Salesforce
  • Create records in batches Batch
    Create records in batches in Salesforce
  • Update records in batches Batch
    Update records in batches in Salesforce
  • Create record
    Create record in Salesforce
  • Publish platform event
    Publish platform event in Salesforce
  • Delete record
    Delete record in Salesforce
  • Download attachment
    Download attachment from Salesforce
  • Download file
    Download file from Salesforce
  • Get record details by ID
    Get details of specific record in Salesforce
  • Get related list by parent record ID Batch
    Get list of related records in Salesforce
  • Get report by ID
    Get report details in Salesforce
  • Get object schema
    Get object schema in Salesforce
  • Create records in bulk from CSV file
    Create records in bulk in Salesforce from CSV file
  • Create records in bulk from CSV file (API 1.0)
    Create records in bulk in Salesforce from CSV file
  • Reject record in approval process
    Reject a record in approval process in Salesforce
  • Retry bulk job for failed records from CSV file
    Retry objects bulk job in Salesforce from CSV file
  • Search records Batch
    Search for records in Salesforce
  • Search records using SOQL query WHERE clause Batch
    Search records using SOQL query WHERE clause in Salesforce
  • Search records in bulk using SOQL query (API 1.0)
    Search records in bulk using SOQL query (API 1.0) in Salesforce
  • Search records in bulk using SOQL query (API 2.0)
    Search records in bulk using SOQL query (API 2.0) in Salesforce
  • Search records using SOQL query Batch
    Search for records using SOQL query in Salesforce
  • Submit record for approval
    Submit a record for approval in Salesforce
  • Update records in bulk from CSV file
    Update records in bulk in Salesforce from CSV file
  • Update records in bulk from CSV file (API 1.0)
    Update records in bulk in Salesforce from CSV file
  • Update record
    Update record in Salesforce
  • Upload file
    Upload file to Salesforce
  • Upsert records in bulk from CSV file
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in bulk from CSV file (API 1.0)
    Upsert records in bulk in Salesforce from CSV file
  • Upsert records in batches Batch
    Upsert records in batches in Salesforce
  • Upsert record
    Upsert record in Salesforce

    • Any other action you can think up

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