Connect Microsoft SharePoint to Automated Workflows

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Integrate GoInsight.AI with Microsoft SharePoint to streamline document management, enhance team collaboration, and automate content workflows. Synchronize data across systems, enable AI to process and organize your files, and trigger actions based on content changes, boosting overall productivity and efficiency.

Supported operations

Operation

Description

Get a List

Retrieves metadata for one SharePoint list by ID.

Get Many Lists

Lists SharePoint lists in the specified site with cursor-based pagination metadata.

Get an Item

Retrieves a single SharePoint list item, including fields.

Get Many Items

Returns one page of SharePoint list items.

Create an Item

Creates a new item in a SharePoint list.

Create or Update an Item

Creates or updates a SharePoint list item by matching a field name and value.

Update an Item

Partially updates one existing SharePoint list item.

Delete an Item

Permanently deletes one SharePoint list item with a confirm safety gate.

Download a File

Retrieves a temporary download URL and metadata for a SharePoint file.

Upload a File

Uploads a file to the site's default drive or a target folder.

Update a File

Replaces the contents of an existing SharePoint file.

Documentation

Operation Details

Credentials Guide

FAQ about Microsoft SharePoint integrations

How do I find my SharePoint "site_id?"

The easiest way is to call Get Many Lists with your site's URL in path format (for example contoso.sharepoint.com:/sites/marketing). If the call succeeds, the site_id you used is correct. Alternatively, you can find the site ID in the SharePoint Admin Center or by making a direct Microsoft Graph call to /v1.0/sites/{hostname}:/sites/{sitePath}.

What is the difference between "item_id" for a list item and a file?

SharePoint exposes two kinds of IDs. List item IDs are short integers (for example 42) scoped to a list and obtained via Get Many Items on a list. Drive item IDs are long alphanumeric strings (for example 01BYE5RZ6QN3ZWBTUFOFD3GSPGOHDJD36K) and refer to files or folders in a document library. File actions (Download a File, Upload a File, Update a File) require a drive item ID, not a list item ID.

Why does "Create or Update an Item" fail with an ambiguous match error?

The MatchFieldName column you specified matched more than one item. This action intentionally rejects ambiguous matches to avoid updating the wrong record. Use a more unique column (or add additional filters to narrow down to a single item) before calling upsert again.

The "DownloadUrl" I received has expired. What should I do?

Pre-authenticated download URLs from Microsoft Graph are temporary and typically expire within one hour. Call Download a File again to get a fresh URL. Design your workflow so the URL is consumed immediately after retrieval rather than stored for later use.

Can I upload files larger than 4 MB?

Yes. This tool uses the Microsoft Graph content upload API which supports files up to 250 MB. For files larger than 250 MB, a resumable upload session is required, which is not currently supported by this tool.

Why do my "Get Many Items" results not include all list columns?

Microsoft Graph returns a default set of fields per item. Columns with no value or system-managed columns (such as _ModerationStatus, AppAuthor) may be omitted. This is normal Graph API behavior and does not indicate missing data.

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