Share point for your voice agent

SharePoint is a Microsoft platform for secure document management and team collaboration. It helps organizations store, organize, and share content efficiently.

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The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.The app's Connected apps page: what agents do with each app, such as booking appointments, knowing who is calling and sending emails, and whether each one is working.

Integration record

Status
Available
Plan
Every plan, from Starter at A$49 a month
How it connects
One click. You sign in to Share point from Connected apps and approve access. There's no API key to paste.
What it reads
82 actions, such as break Role Inheritance on List, check In SharePoint File and check Out SharePoint Site Page.
What it changes
67 actions, such as add Attachment to List Item, add Default View Field and add Field Link to Content Type.
What starts an action
The agent runs an action during a call or chat when the conversation needs it. It only runs the actions you switch on.
Custom work
You choose each action from its list of 149. Anything the list doesn't cover needs a custom API tool on Scale, or a Concierge build.
Checked
Action list checked 14 November 2026. We haven't tested each action.

Share point actions

Reads 82

  • Break Role Inheritance on List
  • Check In SharePoint File
  • Check Out SharePoint Site Page
  • Configure SharePoint List View
  • Download File by Server-relative URL
  • Get All SharePoint Folders
  • Get SharePoint List Changes
  • Get Content Type
  • Get Site Content Types
  • Get Content Types for List
  • Get SharePoint Context Info
  • Get Current SharePoint User
  • Get Current User OneDrive
  • Get Default Drive Root
  • Get Drive by ID
  • Get Drive Item Analytics
  • Get Drive Item by ID
  • Get Drive Item by Path
  • Get Drive Item Changes
  • Get Drive Item Thumbnails by Path
  • Get Group Users
  • Get Group Users By ID
  • Download List Item Attachment
  • Get SharePoint List by GUID
58 more
  • Get SharePoint List By Title
  • Get Content Type by ID
  • Get SharePoint List Field
  • Get List Item by ID
  • Get SharePoint List Items
  • Get SharePoint List Items by GUID
  • Get List Item Version
  • Get Followed Entities
  • Get My Followers
  • Get Role Definitions
  • Get Shared Item
  • Get SharePoint Site by Hostname
  • Get SharePoint Site by ID
  • Get SharePoint Site Collection Info
  • Get Site Drive Item by Path
  • Get SharePoint Site Field
  • Get SharePoint Site Page Content
  • Get SharePoint Root Site
  • Get SharePoint Site Time Zone
  • Get User Effective Permissions on Web
  • Get SharePoint Webhook Subscription
  • Get SharePoint Webhook Subscriptions
  • Get SharePoint Web Info
  • List SharePoint Lists
  • List Default View Fields
  • List Drive Children
  • List Drive Item Permissions
  • List Drive Item Versions
  • List Recently Modified Drive Items
  • List Drives via SharePoint REST API
  • List Files in Folder
  • List Item Attachments
  • List SharePoint List Columns
  • List SharePoint List Views
  • List SharePoint Media Transcripts
  • List SharePoint Navigation Children
  • List SharePoint Quick Launch Navigation
  • List Recycle Bin Items
  • List Scoped Role Assignments
  • List Site Drives
  • List SharePoint Site Fields
  • List Site Groups
  • List SharePoint Site Pages
  • List SharePoint Sites
  • List Site Users
  • List Subfolders in Folder
  • List Web Role Assignments
  • Query SharePoint List Items With CAML
  • Recycle SharePoint List Item
  • Render List Data As Stream
  • Resolve SharePoint Sharing Link
  • Search Files Across All Sites
  • Search SharePoint Site
  • Search Suggest
  • Check Out SharePoint File
  • Find SharePoint User
  • Validate and Update Document Fields
  • Validate SharePoint Credentials

Changes 55

  • Add Attachment to List Item
  • Add Default View Field
  • Add Field Link to Content Type
  • Add Role Assignment to Document by Path
  • Add Role Assignment to List Item
  • Add Role Assignment to SharePoint List
  • Apply SharePoint Site Theme
  • Break Role Inheritance on List Item
  • Copy Drive Item
  • Create Content Type
  • Create Drive Folder by Path
  • Create Drive Item Sharing Link
  • Create SharePoint List Field
  • Create SharePoint List Field from XML
  • Create SharePoint List Item by GUID
  • Create List Item in Folder
  • Create SharePoint List View
  • Create SharePoint Navigation Child
  • Create Quick Launch Node
  • Create SharePoint Site Collection
  • Create SharePoint Site Field
  • Create SharePoint Site Field from XML
  • Create Unpublished SharePoint Article Page
  • Create Drive Upload Session
31 more
  • Create SharePoint Subsite
  • Ensure SharePoint User
  • Follow SharePoint Actor
  • Inspect Available SharePoint App
  • Check Follow Status
  • Log SharePoint Event
  • Move SharePoint Item by Path
  • Publish SharePoint Site Page
  • Recycle SharePoint File
  • Redeem Shared Item Access
  • Rename SharePoint Folder
  • Restore Drive Item Version
  • Restore Recycle Bin Item
  • Create SharePoint Folder
  • Create SharePoint List
  • Create SharePoint List Item
  • Undo SharePoint File Checkout
  • Update SharePoint Content Type
  • Update Drive Item
  • Update File Item Metadata
  • Update SharePoint List
  • Update SharePoint List Field
  • Update SharePoint List Item
  • Manage SharePoint List View Fields
  • Update SharePoint Site
  • Update Site Drive Item
  • Update SharePoint Site Field
  • Upgrade SharePoint Site App
  • Upload File to Folder
  • Upload File from URL to SharePoint
  • Upload Large File

Deletes 12

  • Clear Default View Fields
  • Delete SharePoint Drive Item
  • Delete Drive Item Version Content
  • Delete SharePoint File
  • Delete SharePoint Folder
  • Delete SharePoint List
  • Delete SharePoint List By Title
  • Delete SharePoint List Field
  • Delete SharePoint List Item
  • Delete Multiple SharePoint List Items
  • Delete Recycle Bin Item Permanently
  • Remove SharePoint User

Share point setup

  1. Signing in to Share point

    Choose Share point in Connected apps and approve its consent screen. Your tokens stay with our connection broker and never reach the agent.

  2. Choosing the actions

    Choose which of the 149 actions the agent may use. Start with lookups and add the ones that change Share point when you're ready.

  3. Testing, then publishing

    Watch the agent use the live app in the browser tester, then publish. Voice and text agents share the connection.

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