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Microsoft Sharepoint 365

The Microsoft Sharepoint 365 component provides an integrations pathway with Microsoft Sharepoint.

Triggers

This component has no trigger functions. Therefore, this component cannot be used as the first one when designing an integration flow.

Actions

This component provides numerous actions on your configured Sharepoint instance. These actions include the ability to:

  • Copy, download, move, and delete files, as well as upsert a file to a site’s drive.

  • Copy, move, and delete folders.

  • Create, get, and delete lists and list items, as well as update list items.

  • Get, grant, update, and revoke permissions.

  • Get information about sites, as well as search a site’s drive.

Prerequisites

Before you can start using the Microsoft Sharepoint component with Integrations, several conditions must be met first, which includes having:

  • The permissions required to register apps through the Microsoft Azure portal.

  • Set up a flow and are ready to add the Microsoft Sharepoint component to the relevant step.

Register and configure Integrations as an app through the Microsoft Azure portal

  1. Visit the Microsoft Azure portal’s App registrations page, signing in if required.

  2. On the App registrations page, click on New registration.

  3. Specify an appropriate Name (for example, 'Integrations').

  4. Choose the appropriate Supported account types that can access the Azure API.

  5. Click the Register button, which opens the app registration page with the name of your configured app (for example, Integrations) at the top of the page.

  6. On the app registration page, click Authentication (in the nav panel) to open this page.

  7. Click + Add a platform to begin specifying the redirect URI for Integrations in the Microsoft Azure portal.

  8. In the resulting Configure platforms pop-out, click the Web panel option (under Web applications).

  9. Copy the following URI value and paste it into the Redirect URIs field on the resulting Configure Web pop-out:

    https://app.connect.squiz.cloud/callback/oauth2

    You should now see a new Web platform section containing the redirect URI you configured (above).

  10. Click Configure towards the end of the pop-out and the new web

  11. Click Certificates & secrets (in the nav panel) to open this page.

  12. Click + New client secret to begin specifying a secret to add for Integrations to integrate with Microsoft Sharepoint.

  13. In the resulting Add a client secret pop-out, specify an appropriate Description (that is, something related to how your Microsoft Sharepoint component is used in the flow) and expiration period in the Expires field.

    Keep this browser tab/window open before continuing.

    For security reasons, the client secret’s value is only displayed temporarily, such that if you were to revisit the Certificates & secrets page again after a short period, the client secret’s value becomes indefinitely obscured. In such instances, you need to delete this client secret and recreate it (by clicking + New client secret) above to access the new client secret’s value.

Configure your Microsoft Sharepoint component in Integrations

  1. Ensure you have accessed your flow by clicking Flows (in the nav), then the name of your flow on the main page.

  2. Click Add a new action and in the resulting step configuration panel (Setup this step Configuration), search for 'Sharepoint' and choose the Microsoft Sharepoint component from the list of options.

  3. Click Choose Microsoft Sharepoint to confirm.

  4. In the step configuration panel (Functions), choose the appropriate action you want this component to perform in Microsoft Sharepoint.

    Use the Find function field to filter and narrow down the list of available functions.

  5. In the next step (Credentials), click Add New Credential.

  6. In the Name Your Credential field, update your Microsoft Sharepoint component’s default name to represent the Microsoft Azure portal configuration above - for example, 'My Microsoft Azure portal credential' or 'Funnelback integration credential'.

  7. On the Microsoft Azure portal page’s browser tab/window, copy the Value of the relevant client secret within the Client secrets section of the Certificates & secrets page, and paste this value into the Client Secret field of the Integrations Credentials step.

  8. Back on the Microsoft Azure portal page, click Overview (in the nav panel) to open this page.

  9. Copy the Application (client) ID within the top section of the Overview page, and paste this value into the Client ID field in the Credentials step.

  10. Back on the Credentials step in Integrations, for the Auth URI field, specify the value:

    https://login.microsoftonline.com/<YOUR_SHAREPOINT_BASE_URL>/oauth2/v2.0/authorize

    Replace <YOUR_SHAREPOINT_BASE_URL> with your actual Sharepoint base URL.

  11. For the Token URI field, specify the value:

    https://login.microsoftonline.com/<YOUR_SHAREPOINT_BASE_URL>/oauth2/v2.0/token

    Again, replace <YOUR_SHAREPOINT_BASE_URL> with your actual Sharepoint base URL.

  12. Click the Authenticate, and if Integrations has been correctly integrated with Microsoft Sharepoint, Integrations should indicate Success.

You can now complete the remainder of the Microsoft Sharepoint component’s step configurations based on the action you chose above.