Microsoft SharePoint integration

Back to list of integrations Use the Microsoft SharePoint integration to let agents manage lists, files, folders, and pages, and look up sites, through Microsoft Graph.

Authentication	Actions	Workflow triggers
Azure AD (Service Principal), OAuth 2.0 App (User Delegated), OAuth 2.0 Client Credentials	16	8

Supported actions

Actions are Microsoft SharePoint operations that an agent runs as Action Tools during a conversation. You can also run them from an Integration node in a workflow.

Group	Actions
Lists	Create List, Create List Item, Update List Item, Find List Item, Delete List Item
Files and folders	Upload File, Find File, Get Folder Contents, Create Folder, Move File, Copy File or Folder (Within Site), Copy File or Folder (Across Sites)
Sites and pages	Find Site, Get Site Information, Publish Page
Advanced	Custom API Call

Workflow triggers

Triggers are Microsoft SharePoint events that start a workflow automatically. Select them as app triggers when you configure a workflow.

Trigger	Fires when

Set up the integration

Register an app in Microsoft Entra ID, create a client secret, and copy the Application (client) ID and Directory (tenant) ID. Add Microsoft Graph permissions (for example Sites.ReadWrite.All and Files.ReadWrite.All, plus offline_access for delegated access) as Delegated or Application permissions, grant admin consent, and for delegated access add the Artemis Callback URL as a Web redirect URI.

Create the auth profile

In Integrations, select Microsoft SharePoint > Connect. On Project Auth Profiles, select New Profile > Integration Profile > Microsoft SharePoint > Continue. Select an Auth Type, configure the fields, and select Create Profile. For delegated access, select Authorize.

OAuth 2.0 App (User Delegated)
Azure AD (Service Principal)
OAuth 2.0 Client Credentials

Enter the Microsoft identity platform endpoints if Artemis doesn’t pre-fill them (https://login.microsoftonline.com/<tenant>/oauth2/v2.0/authorize and .../token), the delegated Scopes, Client ID, and Client Secret. Usage Mode: Preconfigured shares one authorization across users; JIT and Preflight ask each user to authorize, during or before the session. See Auth profiles.

Enter Azure Tenant ID, Scopes (https://graph.microsoft.com/.default), Client ID, and Client Secret. Keep Resource as https://graph.microsoft.com.

Create the action tool

In Tools, select New Tool > Action > Microsoft SharePoint > Continue. Select the Action and Auth Profile, set parameter defaults (leave a value empty for the agent to supply at runtime), and select Create Tool. Then assign the tool to an agent.

Action reference

Lists

Create List

Parameter	Type	Description
`siteId`	enum	Site.
`displayName`	string	List name.
`description`	string	List description.

Create List Item

Parameter	Type	Description
`siteId`	enum	Site.
`listId`	enum	List.
`listColumns`	object	Column values.

Update List Item

Parameter	Type	Description
`siteId`	enum	Site.
`listId`	enum	List.
`listItemId`	enum	Item.
`listColumns`	object	Column values.

Find List Item

Parameter	Type	Description
`siteId`	enum	Site.
`listId`	enum	List.
`searchValue`	string	Item title.

Delete List Item

Parameter	Type	Description
`siteId`	enum	Site.
`listId`	enum	List.
`listItemId`	enum	Item.

Files and folders

Upload File

Parameter	Type	Description
`siteId`	enum	Site.
`driveId`	enum	Document library (drive).
`file`	string	File or URL to upload.
`parentFolder`	string	Folder path, for example `/docs/`.
`fileName`	string	File name.

Find File

Parameter	Type	Description
`siteId`	enum	Site.
`driveId`	enum	Document library (drive).
`findMethod`	enum	Search by name or by path. Default: `Search by Name`.
`filePath`	string	Exact path from the library root.
`searchQuery`	string	File name or keyword.
`searchFolderId`	enum	Folder to search. Searches the whole library if empty.

Get Folder Contents

Parameter	Type	Description
`siteId`	enum	Site.
`driveId`	enum	Document library (drive).
`folderId`	enum	Folder.
`includeCustomFields`	boolean	Includes SharePoint metadata. Default: `False`.
`top`	number	Maximum items.
`select`	string	Comma-separated properties to return.
`orderby`	string	Sort order.

Create Folder

Parameter	Type	Description
`siteId`	enum	Site.
`driveId`	enum	Document library (drive).
`parentFolder`	string	Parent folder path, for example `/demo/`.
`folderName`	string	Folder name.

Move File

Moves a file within the same library.

Parameter	Type	Description
`siteId`	enum	Site.
`driveId`	enum	Document library (drive).
`fileId`	enum	File.
`destinationFolderId`	enum	Destination folder.
`newName`	string	Optional new name.

Copy File or Folder (Within Site)

Parameter	Type	Description
`siteId`	enum	Site.
`driveId`	enum	Document library (drive).
`itemId`	enum	Source file or folder.
`destinationFolderId`	enum	Destination folder.
`newName`	string	Optional new name.
`conflictBehavior`	enum	Action when an item with the same name exists. Default: `Fail on conflict`.

Copy File or Folder (Across Sites)

Copies to another site in the same tenant.

Parameter	Type	Description
`siteId`	enum	Site.
`driveId`	enum	Document library (drive).
`itemId`	enum	Source file or folder.
`destination_site_id`	enum	Destination site.
`destination_drive_id`	enum	Destination library.
`destination_folder_id`	enum	Destination folder.
`new_name`	string	Optional new name.
`conflict_behavior`	enum	Action on a name conflict. Default: `Fail on conflict`.

Sites and pages

Find Site

Parameter	Type	Description
`searchTerm`	string	Site name or keyword.

Get Site Information

Returns site metadata, such as ID, title, URL, and description.

Parameter	Type	Description
`siteId`	enum	Site.
`select`	string	Comma-separated properties to return.

Publish Page

Publishes a page for all users.

Parameter	Type	Description
`siteId`	enum	Site.
`pageId`	enum	Page.

Advanced

Custom API Call

Parameter	Type	Description
`url`	object	Endpoint URL.
`method`	enum	HTTP method.
`headers`	object	Additional request headers. Artemis injects the authorization header.
`queryParams`	object	Query parameters.
`body_type`	enum	Body type. Default: `None`.
`body`	object	Request body.
`response_is_binary`	boolean	Turn on for binary responses. Default: `False`.
`failsafe`	boolean	Returns no error when the call fails.
`timeout`	number	Timeout, in seconds.
`followRedirects`	boolean	Follows HTTP redirects. Default: `False`.

Troubleshoot common issues

Issue	Resolution
`AADSTS50011` redirect URI mismatch	Add the exact Callback URL as a Web redirect URI in the app registration.
`AADSTS65001` consent required	Grant admin consent for the API permissions, and then authorize again.
`403 Forbidden`	Add the missing Microsoft Graph permission for the action, and grant consent.
Site or library lists are empty	Confirm the account or app can access the site. For app-only access, grant `Sites.ReadWrite.All` or `Sites.Selected` with a site grant.
Copy or upload fails with a conflict	Change conflictBehavior, or set a new name.

Related articles:

​Supported actions

​Workflow triggers

​Set up the integration

​Action reference

​Lists

​Files and folders

​Sites and pages

​Advanced

​Troubleshoot common issues